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Saturday, July 27, 2024

Financial Services

Related Consultants

10
Marta Zaragoza
Marta Zaragoza
BTS
Global Partner and Executive Vice President

Marta Zaragoza has over 17 years of experience in strategic transformation and change management consulting, primarily serving clients in financial services, oil and gas, and professional services sectors. As the global partner and executive vice president at BTS, she leads the Southern European and Latin American markets, managing a business of over $30 million in revenue, 175 professionals, and nine offices.

Prior to BTS, Zaragoza worked at KPMG, where she started her career, and at General Electric, where she had her first international assignment. Under Zaragoza's leadership, BTS has expanded with new offices in Mexico, Brazil, and Argentina, and through acquisitions in Italy and Spain. Zaragoza led BTS's global research on mechanisms for sustainable behavior change. Zaragoza earned an MBA from Instituto de Empresa (Madrid, Spain) and an undergraduate degree in Economics & Business from Universidad La Comercial de Deusto (Bilbao, Spain).

2
Sankar Krishnan
Sankar Krishnan
Capgemini
Executive Vice President and Head of Digital Capital Markets

Sankar Krishnan is Executive Vice President and Head of Digital Capital Markets at Capgemini. He is also responsible for strategy and corporate development. Krishnan has held a variety of roles at Capgemini, including Global Account Executive for a leading Bulge Bracket and Head of Business Development for North America and the UK.

Prior to joining Capgemini, Krishnan was a career Corporate and Transaction Services Banker with Citigroup and Standard Chartered Bank, where he spent over two decades in a variety of roles across North America, the UK, Middle East, North Africa, and Asia. Capgemini's leadership in Digital Asset initiatives and Capital Markets capabilities including pre-trade, post-trade, T+1, T+0, reg reporting, advisory and consulting on new ROI models for transforming TradFI to Institutional DeFi and CBDC Wholesale and retail design with "interoperability" at the core make him a differentiator with their peers as evidenced by the industry and analyst awards powering executional initiatives with blockchain, cloud and data as enablers through ecosystem partnerships.

10
Nageswar Cherukupalli
Nageswar Cherukupalli
Cognizant
Senior Vice President

Nageswar Cherukupalli has more than 28 years of experience across multiple leadership roles and manages relationships with marquee financial services clients. Cherukupalli is currently a Senior Vice President at Cognizant. He is responsible for strategic initiatives that includes engaging with startup ecosystem and driving growth for financial services segment.

Previously, He was part of the global financial services executive leadership team at Infosys, with expertise spanning across various business competencies, including sales, strategy, consulting, marketing, and general management.

Cherukupalli has partnered with prominent financial services organizations to drive large-scale transformations and innovation at the intersection of business and technology. He is consistently focused on bringing unique cutting-edge solutions through collaborating across his network, including a wide ecosystem of analysts, advisors, experts, startups (fintech), and established industry players.

Cherukupalli is an alumnus of Harvard Business School and holds a Bachelors of Technology in electronics and communication. He has keen interest in content, culture, creativity and collaboration, in addition to being a strong advocate for diversity and inclusion. He has written many blogs and spoken at multiple financial services, product and technology events.

9
Colleen Corwell
Colleen Corwell
Kroll
Managing Director

Colleen Corwell is a Managing Director in Kroll’s Financial Services Compliance and Regulation practice, based in New York. Corwell leverages more than 20 years of experience in assisting industry firms navigate complex regulations by serving as in-house and outsourced Chief Compliance Officer for more than 20 firms, including registered investment advisors, investment companies and broker-dealers.

Prior to joining Kroll, Corwell worked as a Consultant at ACA, where she advised both small and large firms, including Fortune 500 companies on complex regulations. Before that, she held the title of Managing Director at Foreside Financial. Corwell has also held senior-level positions at Alaric Compliance, Ameriprise, Capital One and ING, and she was on the advisory board for BasisCode. Corwell has also been the lead on numerous SEC and FINRA examinations and has a deep knowledge of a wide range of investment products, including private equity, private credit and real estate funds, registered investment companies, business development companies, private placements and retail asset management products.

Corwell holds a bachelor’s degree from The College of William and Mary and an MBA from Touro University. Corwell has also completed the Corporate Governance Program at The Wharton School, University of Pennsylvania. She holds FINRA Series 7, 24, 55, 63, 79 and 99 registrations and the Certified Anti-Money Laundering Specialist certification.

25
Elizabeth Corcoran
Elizabeth Corcoran
Williams Lea
Business Development Director of EMEA

Elizabeth Corcoran is the Business Development Director of EMEA for Williams Lea, a global company that offers tech-enabled business support services to mid to large financial, legal and professional services firms. Founded in 1820, Williams Lea has evolved to provide services including presentations and creative services, business and administrative support, and office services underpinned by advanced workflow and AI-enabled technology.

Corcoran brings 25 years of experience to her role, with experience in financial and professional services. Her expertise includes devising and implementing new business pipelines, white space analysis, and client development programs. She has a proven track record of achieving business growth and delivering on financial targets, including the conversion of seven-figure tenders and proposals. At Williams Lea, Corcoran drives new business growth in the financial and professional services sectors across EMEA. Previously, she spent many years at the global law firm Eversheds Sutherland, where she developed the key account program and managed some of the firm's largest financial services clients.

Corcoran also led business development and marketing for Konexo, the legal consulting division of Eversheds Sutherland. Corcoran holds an international MBA from ESADE Business School in Barcelona and earned a bachelor of arts in Spanish and Russian (joint honors) from the University of Bristol.

11
Mike Lee
Michael Lee
EY
Global Wealth and Asset Management Leader

Mike Lee has been a major figure in EY’s clients operation in the wealth and asset management spheres. Boasting a 30-year track record of leadership excellence, Lee specializes in directing agile teams that help financial services clients adapt to new and changing circumstances.

His work with EY frequently takes him around the world, which enables him to build a diverse perspective leading to the development and launch of groundbreaking new strategies. Lee is widely known as a thought leader on the key issues facing the wealth and asset management industry.

8
John Behringer
John Behringer
RSM US
Partner, Financial Institutions Sector Leader

John Behringer is a seasoned financial services executive with a successful track record in numerous enterprise leadership roles. John is a trusted advisor to the C-suite and boards of multiple financial institutions, publicly and privately held, on a range of topics including regulatory matters, digital transformation, acquisitions, fintech partnerships, digital assets, IPOs and growth strategies. Clients value the practical insights John brings from his 25 years of experience, focused on serving the financial services industry across audit, tax and consulting roles with large global and national public accounting and consulting firms. He currently serves as the Financial Institutions Sector Leader for North America alongside his role as the Risk Consulting Financial Services Industry Leader for RSM in North America.

In his Financial Institutions leadership role, he is responsible for driving collaboration across all lines of business to ensure growth and profitability targets are met while serving on the Financial Services combined leadership team, responsible for the overall success of the Financial Services industry practice. Behringer is responsible for all aspects of the Risk Consulting Financial Services practice, leading a multi-disciplinary group of over 300 professionals delivering first, second and third line of defense consulting services to the financial institutions, capital markets, insurance, specialty finance and asset management sectors. Behringe earned an MBA from University of Illinois Urbana-Champaign and an undergraduate degree in accountancy from Northern Illinois University.

14
Jeremy Swan
Jeremy Swan
CohnReznick LLP
Managing Principal, Financial Services and Financial Sponsors Industry

Jeremy Swan is the Managing Principal of CohnReznick’s Financial Sponsors and Financial Services Industry Practice and a co-leader of the firm’s Private Equity Services practice. With over 25 years of experience advising alternative investment managers and both emerging and large multinational portfolio companies, Jeremy works with clients as both an investment banker and a consultant. He has expertise in alternative investment fund operations, mergers and acquisitions, IPO readiness, financing transactions, post-acquisition integration, and due diligence.

Jeremy serves as the lead and relationship partner for many of CohnReznick’s largest alternative asset manager clients, managing teams across service lines and geographies. Prior to joining CohnReznick, Jeremy was a director of a global business consulting firm and a leader in the firm’s private equity, due diligence, and IPO readiness practices. Before entering consulting, Jeremy spent over a decade as an investment banker focused on financial sponsor transactions, executing over $90 billion of debt, equity, and M&A transactions. Jeremy graduated with an honors degree in economics from Hamilton College and completed the General Course program at the London School of Economics.

5
Ken Joseph
Ken Joseph
Kroll
Managing Director, Financial Services Compliance and Regulation

Ken Joseph is a Managing Director and Head of the Financial Services Compliance and Regulation Practice for the Americas at Kroll, based in the New York office. From 2018 to 2020, he served as Global Leader of Kroll’s Disputes Consulting Practice. He is also a fellow of the Kroll Institute, providing thought leadership on a variety of financial services and regulatory matters, as well as head of the firm’s cryptocurrency task force.

Joseph focuses on serving clients who need informed and proven strategies to successfully navigate a broad spectrum of threats arising from investigations, compliance examinations, litigation and crisis scenarios. He has provided expert testimony and reports on various regulatory compliance and enforcement matters, counseled on multiple high-profile investigations, advised SEC-registered entities on ESG policies and practices, conducted due diligence in the context of M&A transactions, and guided innovators on various digital currency structures and proposed offerings.

He has a unique combination of front-line expertise and experience in US securities law, regulatory compliance, and corporate governance, and has served with distinction for a total of over 21 years in the US Securities and Exchange Commission.

3
Ola Engebretsen
Ola Engebretsen
Kearney
Partner

Ola Engebretsen has worked in financial services for nearly 25 years, helping clients use technology to transform and grow their business. He has a strong passion for serving clients across the world, inspiring them to take new ground and break away from the status quo. Engebretsen’s expertise includes driving large-scale transformation programs with large banks, insurance companies and payment providers, focusing on developing solutions that are new to the world to drive more disruptive change than just incremental improvements. He enjoys the process of working with executives and management teams to make change happen for each client, from idea to impact. Engebretsen is significantly influenced by working with retail, putting the customer at the center of the transformation, and working backwards from their needs.

Engebretsen initially joined Kearney as a consultant in 2000 and is now a senior leader in the firm. Lately, he has expanded Kearney’s work in experience lead transformation across front, middle, and back office. Engebretsen holds a master’s degree in economics and business from the Stockholm School of Economics.

12
Priya Bajoria
Priya Bajoria
Publicis Sapient
Senior Vice President, Financial Services

Priya Bajoria leads the Financial Services business for the US East Coast and Canada at Publicis Sapient, a premier consulting firm. She partners with banks and wealth management clients to help drive transformation by leveraging digital technologies to better serve their end-customers and ensure future success. Bajoria leads cross-functional teams across strategy consulting, product, design, engineering and data capabilities to win and deliver solutions.

These teams have helped their clients adopt cloud computing and artificial intelligence to derive meaningful insights from data, modernize legacy systems and create a personalized experience for consumers thereby generating enhanced business value. Bajoria serves on the FS unit's executive leadership team and the PS Growth Team, focusing on empowering its global employee base to drive growth.

Prior to joining PS, Bajoria was at Infosys for two decades, leading the growth of the Capital Markets Practice and building out the FS Solutions Consulting Practice. Bajoria started her career as an investment banker with Merrill Lynch in Asia and brings a unique perspective the Financial Services and the IT and Consulting industries. Bajoria holds MBA and computer science degrees from leading universities in India and has completed global leadership and entrepreneurship programs at the Stanford Graduate School of Business.

13
Richard.Winston
Richard Winston
Slalom
Global Financial Services Lead

Richard Winston is a Managing Director and Global Head of Financial Services at Slalom, overseeing strategic direction and driving innovative growth, partnerships, and community across all segments. With over three decades of experience, he's been at the forefront of integrating technology and ingenuity to redefine possibilities in the sector. Winston’s commitment to excellence and innovation has positioned him as a thought leader in the industry, championing strategies that not only drive operational efficiency and competitive edge but also foster significant growth. His expertise spans strategic innovation, digital transformation, regulatory compliance, and customer experience enhancement, making him a pivotal figure in crafting business and operating models that are both resilient and forward-thinking.

Before his current role, Winston began his career in Financial Services at Accenture where he gained invaluable insights into the power of technology in transforming traditional financial services. In addition to Accenture and Slalom, Winston also worked with Finxact, a next-gen core banking provider and AWS in a Financial Services global industry role. Winston holds a bachelor’s degree in information processing from the University of Texas.

4
Satish Avhad
Satish Avhad
Wipro
Consulting Partner, Global Head of Wealth Management

With 18 years of experience in financial services, Satish Avhad stands as a towering figure in the realm of wealth management, exemplifying leadership and expertise that have propelled his wealth practice to global prominence and established him as top talent in the industry. His unparalleled knack for navigating the complex waters of global financial markets has allowed him to steer his team through challenges and opportunities alike, consistently delivering results that surpass expectations. Satish's visionary approach to wealth management has not only driven substantial growth for his firms but has also established new benchmarks for success worldwide.

Since May 2022, Satish has served as a Management Consulting Partner at Wipro Limited, the India-based multinational consulting giant. He leads the Wealth Management practice for Domain and Consulting globally, responsible for the WM practice vision and strategy. Satish is expanding the practice by collaborating with global wealth management firms, supporting them in their digital transformation journeys, major platform implementations, and data-driven initiatives, including AI and GenAI.

Before joining Wipro, Satish spent nine years with EY in their Wealth and Asset Management group. There, he led teams, managed strategic technology projects, and served as a subject matter expert across the front, middle, and back-office operations of leading global financial firms. His roles have included Program Management and Product Management, and he has successfully executed platform implementations, including Blackrock Aladdin, Charles River CRIMS, SEI SWP, and Trust 3000. Satish has also ideated and developed AI-based solutions leveraging predictive analytics, natural language processing, and machine learning models. He earned his MBA in finance, a bachelor's degree in computer science, and a bachelor's degree in law from Mumbai University.

6
Sujata Banerjee
Sujata Banerjee
Infosys
Partner

Sujata is part of the leadership team in the financial services practice at Infosys Consulting with extensive experience in banking and consulting in the areas of regulatory compliance, consumer and corporate banking, and capital markets. She leads the digital risk advisory practice with a focus on Financial Crime transformation.

She serves as a senior client advisor, nurturing client relationships and leading delivery of large business transformation programs, leveraging smart automation, AI and digitization to drive superior experience and operational efficiency. As a compliance digital advisory leader, she builds innovative solution offerings and go to market strategy, provides subject matter expertise and showcases Infosys thought leadership. She manages and mentors teams of consultants across the practice and engagements. She also plays an active role in the Infosys Global Consulting Diversity Council leadership. Sujata earned an undergraduate degree in electronics engineering from Punjab Engineering College, and an MBA in finance from the Indian Institute of Management Lucknow.

7
SKent
Simon Kent
Kearney
Senior Partner and Global Lead, Financial Services

Simon Kent is a distinguished Senior Partner at Kearney and Co-Chair of the Global Partner Selection Committee. With over three decades of experience in the global financial services sector, Simon brings a wealth of knowledge, strategic insight, and leadership experience.

At Kearney, Simon has served as the Global Lead Partner for Financial Services, a role in which he demonstrated exceptional leadership by guiding the firm's Financial Services Practice through a period of unprecedented growth. Under his stewardship, the practice doubled its business in Europe, established a substantial presence in the Middle East and Africa, and made strategic inroads into the Asia Pacific region.

Simon is a trusted advisor to Boards and Executive teams and specialises in major strategic transformations focused on growth, simplification, and innovation. Simon’s role extends beyond strategic advice; he is deeply involved in talent development. As Co-Chair of Kearney’s Global Partner Selection Committee, he plays a crucial role in shaping the firm’s leadership by selecting and mentoring talent seeking to gain full equity partnership.

A recognised thought leader, Simon has authored numerous articles on pivotal industry trends such as AI and digital transformation. His insights are frequently sought after, as evidenced by his regular contributions as an industry commentator and his representation of Kearney at the prestigious World Economic Forum in Davos.

Recognition of Simon’s professional excellence is reflected in his inclusion in the Top 25 Financial Services Consultants and Leaders for both 2024 and 2022. This accolade is a testament to his significant contributions and leadership within the industry.