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Wednesday, May 22, 2024

Financial Services

Related Consultants

Sankar Krishnan
Sankar Krishnan
EVP, Banking & Capital Markets, Head of Digital Assets
Sankar Krishnan is Executive Vice President and Head of Digital Assets with Capgemini. He has responsibility for the global go-to-market for Capgemini’s digital assets capabilities. He is also responsible for strategy and corporate development. Krishnan has held a variety of roles at Capgemini including Head of Business Development for North America and the U.K. 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 U.K., Middle East, North Africa, and Asia. Krishnan is the author of “The Power of Mobile Banking,” published by Wiley in 2014 and listed in Fintech’s Top 4 Books for 2014. He has contributed to leading financial media including BBC, BBC America, American Banker, Forbes, BNN, CNBC and spoken at several industry conferences. Sankar is on several of Capgemini’s digital and innovation forums including Capgemini’s Financial New Tech Challenge 2022.
Nageswar Cherukupalli
Nageswar Cherukupalli
Senior Vice President and Sales Head
Nageswar Cherukupalli is an accomplished leader with more than 28 years of experience across multiple leadership roles and manages relationships with marquee financial services clients. He is 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.
Colleen Corwell
Mike Lee
Michael Lee
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.
John Behringer

John 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 twenty-five-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. John is responsible for all aspects of the Risk Consulting Financial Services practice leading a multi-disciplinary group of over 300 professionals delivering 1st, 2nd and 3rd line of defense consulting services to the financial institutions, capital markets, insurance, specialty finance and asset management sectors.

John prides himself on the relationships he has built in the financial services industry throughout his career. This network of skilled professionals enables him to act as a connector that creates value for clients, colleagues and peers. His outgoing leadership style allows him to increase the speed of trust while motivating diverse teams to achieve stated objectives and key results.

Jeremy Swan
CohnReznick LLP
Managing Principal

Jeremy Swan is the Managing Principal of CohnReznick’s Financial Sponsors & 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 as well as both emerging and large, multinational portfolio companies, Jeremy has extensive experience working with these clients as both an investment banker and a consultant. He has deep 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/or 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.

Ken Joseph
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 2018-2020, 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 U.S. securities law, regulatory compliance, and corporate governance, and has served with distinction for a total of over 21 years in the U.S. Securities and Exchange Commission.
Ola Engebretseb
Ola Engebretsen
Americas Lead, Financial Services
Ola Engebretsen has worked in financial services for more than 20 years, helping clients use technology to transform and grow their business. Engebretsen currently leads Kearney’s financial services practice in the Americas. Prior to this role, he co-led Kearney’s digital transformation practice in Europe. 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 much more disruptive change than just incremental improvements. Lately, he has pioneered Kearney’s work in experience lead transformation across front, middle, and back office. Engebretsen holds a Master of Science in economics and business from the Stockholm School of Economics.
Priya Bajoria
Priya Bajoria
Publicis Sapient
Senior Vice President, Financial Services
Richard Winston
Financial Services Global Industry Lead

Richard Winston is a Managing Director and Global Head of Financial Services at Slalom, overseeing strategic direction and driving innovation growth, partnerships, and community across all segments. With over three decades of experience, he's been at the forefront of integra>ng technology and ingenuity to redefine possibili>es in the sector.

Richard’s commitment to excellence and innova>on has posi>oned him as a thought leader in the industry, championing strategies that not only drive opera>onal efficiency and compe>>ve edge but also foster significant growth. His exper>se spans strategic innova>on, digital transforma>on, regulatory compliance, and customer experience enhancement, making him a pivotal figure in craJing business and opera>ng models that are both resilient and forward thinking.

Before his current role, Richard embarked on his career in Financial Services at Accenture where he gained invaluable insights into the power of technology in transforming tradi>onal financial services. In addi>on to Accenture and Slalom, Richard also worked with Finxact, a next-gen core banking provider and AWS in a Financial Services global industry role.

Richard holds a Bachelor of Arts in Informa>on Processing from the University of Texas. Dedicated to both the advancement of the industry and the development of next-genera>on leaders, Richard is not just shaping the future of financial services but also nurturing the talents that will con>nue to drive the industry forward.

Satish Avhad
Satish Avhad
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 (WM), 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. Avhad's visionary approach to wealth management has not only driven substantial growth for his firms but has also established new benchmarks for success worldwide. His commitment to excellence, coupled with his innate ability to foster growth and innovation, solidifies his status as an industry luminary whose influence extends well beyond his firm.

Since May 2022, Avhad 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 (D&C) globally, responsible for the WM practice vision and strategy. Avhad 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, Avhad spent nine years with the Big Four professional services giant, 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. Avhad has also ideated and developed AI-based solutions leveraging predictive analytics, natural language processing, and machine learning models. He earned his Master of Business Administration in Finance, a bachelor's degree in Computer Science, and a bachelor's degree in Law from Mumbai University. Additionally, he completed a program in Self-Driving Car Engineering, driven by his passion for AI.

Sujata Banerjee
Simon Kent
Partner, Global and Europe Lead, Financial Services

Simon Kent is a Senior Partner at Kearney where he is co-Chair of the Global Partner Selection Committee and is the Global Lead for Financial Services. He is based in London and has 30 years’ experience working across the global financial services market. He is passionate about building successful teams and developing talent and is an active coach and sponsor who aims to make work enjoyable for all involved.

Kent has extensive experience in working with clients on a range of strategic transformation topics including corporate strategy, growth, efficiency, ESG, and digital transformation. In addition, he has supported clients in launching a range of new fintech and challenger banks.

He has received several awards, authored a series of thought leadership articles most recently on AI, is a regular industry commentator, and represents the firm at the World Economic Forum (Davos). Kent received a BA Hons in Economics and Politics from Newcastle University. He is married with two children and enjoys spending time with family, traveling, and following sports.