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Ridgeway Partners Fintech Leaders on the Move – Q3 2020

Below, please find the  RIDGEWAY PARTNERS FINTECH LEADERS ON THE MOVE REPORT for the quarter ended 9/30/2020.  

This analysis highlights selected senior executive and board moves for financial technology companies and executives.   

Public Company Executive Moves  

ACI WORLDWIDE (NASDAQ: ACIW) 

  • Tony Dinkin joined ACI Worldwide, a global provider of payment software and solutions, as CHRO in September 2020. Dinkin was previously CHRO at Fiesta Restaurant Group. (September 2, 2020) – Business Wire 
  • Alvaro “Al” Monserrat joined ACI Worldwide as Chief Revenue Officer in August 2020. Monserrat was previously President of the Imaging division at Nuance Communications. (August 10, 2020) – Business Wire 

ALPHABET (NASDAQ: GOOGL) 

  • Derek White joined Alphabet as VP, Global Financial Services for Google Cloud. White was previously Vice Chair and Chief Digital Officer at U.S. Bancorp. Prior to that, White held senior digital roles at BBVA and Barclays. (September 10, 2020) – Finextra 

AMERICAN EXPRESS (NYSE: AXP) 

  • Colleen Taylor joined American Express as President, U.S. Merchant Services. Taylor was previously EVP of Merchant Services for Wells Fargo’s merchant services business. (September 10, 2020) – American Banker 

AVALARA (NYSE: AVLR) 

  • Jayme Fishman joined Avalara, a provider of cloud-based tax compliance automation, as EVP of Corporate Development. Fishman was previously President of Ryan, a global tax services and software provider. (August 11, 2020) – Business Wire 

BILL.COM (NYSE: BILL)  

  • Tom Clayton joined Bill.com, a cloud-based accounting solution specializing in billing and invoicing, as Chief Revenue Officer in September 2020. Clayton reports directly to the CEO and Founder, René Lacerte. Clayton was previously VP, Global Trade Business at Houzz, a home industry platform. (September 9, 2020) – Business Wire 

BLACKSTONE (NYSE: BX)  

  • Christine Feng joined Blackstone as Senior Managing Director. Feng focuses on technology investing for Blackstone’s opportunistic investing platform, Blackstone Tactical Opportunities, and also works closely with Blackstone’s credit investing platform, GSO. Prior to joining Blackstone, Feng led data and analytics M&A in Corporate Development at Amazon Web Services.  (August 3, 2020) – Business Wire 

CAPITAL ONE (NYSE: COF) 

  • Andy Ozment joined Capital One as EVP, Chief Technology Risk Officer in September 2020. Ozment was previously Partner and MD, Chief Information Security Officer (CISO) at Goldman Sachs and served as a senior cyber official in President Barack Obama’s administration. (September 2020) – LinkedIn 

COGNIZANT (NASDAQ: CTSH) 

  • Jan Siegmund joined Cognizant as CFO, effective September 1, 2020. Siegmund most recently served as CFO of Automatic Data Processing (ADP). Siegmund is a member of the Board of Directors of Western Union Company. (July 29, 2020) – PRNewswire 

DUCK CREEK TECHNOLOGIES (NASDAQ: DCT) 

  • Eva F. Huston joined Duck Creek Technologies, a provider of P&C insurance software and services, as Chief Strategy Officer. Huston reports directly to the CEO, Michael Jackowski. Huston was previously with Verisk Analytics where she held various leadership roles, such as CFO. Prior to Verisk Analytics, Huston was MD of Telecom, Media, and Technology Investment Banking at JPMorgan. (August 4, 2020) – GlobeNewswire 

EHEALTH (NASDAQ: EHTH)  

  • Alexandra Shapiro joined eHealth, a health insurance provider, as CMO. Shapiro was previously CMO at LendingClub. Prior to LendingClub, Shapiro served as CMO at Intercom and BigCommerce and held senior positions at PayPal and Providian Financial. (August 2020) – LinkedIn 

EQUIFAX (NYSE: EFX)  

  • Andra Milender joined Equifax, a consumer credit reporting agency, as CTO for United States Information Solutions (USIS).  Milender was previously CTO at BetterCloud, a SaaS operations management platform. (July 2020) – LinkedIn 

EVERQUOTE (NASDAQ: EVER)  

  • Michael Aldous joined EverQuote, an online insurance marketplace, as VP of Insurance Data and Product Services. Aldous was previously Senior Director of Underwriting & Delivery, Personal Lines and Accident & Health at Liberty Mutual Insurance. (July 27, 2020) – GlobeNewswire 
  • Thomas McDermott joined EverQuote as SVP of Health & Medicare. McDermott was previously GM of Supplier Operations at Wayfair. (July 21, 2020) – GlobeNewswire 

FACEBOOK (NASDAQ: FB) 

  • Stephane Kasriel joined Facebook as VP, Payments. Kasriel was most recently CEO of Upwork, where he led the company through its IPO in 2018. Previously, Kasriel was with PayPal and held leadership roles, including Global Head of Consumer Products, Global Head of Mobile Business Development, and MD of PayPal France. (August 10, 2020) – CNBC 

GREENSKY (NASDAQ: GSKY)  

  • Andrew Kang joined GreenSky, a provider of point-of-sale financing and payment solutions, as CFO, effective September 14, 2020. Kang reports directly to the Chairman and CEO, David Zalik. Kang was previously Corporate Treasurer for Santander Holdings USA. (September 8, 2020) – Business Wire 

MITSUBISHI UFJ FINANCIAL GROUP (NYSE: MUFG) 

  • Devon Bryan joined MUFG as Chief Information Security Officer (CISO) for MUFG Union Bank. Bryan reports directly to the Chief Information and Operations Officer for MUFG Americas, Chris Higgins.  Bryan was previously CISO at KPMG U.S. and KPMG Americas. (August 14, 2020) – American Banker 

NCR (NYSE: NCR) 

  • Timothy C. Oliver joined NCR, a software and services-led enterprise provider in the financial, retail and hospitality industries, as CFO, effective July 13, 2020. Oliver was previously CFO of Springs Window Fashions. (June 22, 2020) – Business Wire 

NORTONLIFELOCK (NASDAQ: NLOK)  

  • Robert Clarkson joined NortonLifeLock, a global leader in consumer Cyber Safety, as Chief Commercial Officer. Clarkson was previously SVP of Global Business Development & Global Partnerships at PayPal. (July 15, 2020) – Business Wire 

PAYPAL (NASDAQ: PYPL) 

  • Peggy Mangot joined PayPal as Operating Partner for PayPal Venture. Mangot was previously SVP of Innovation at Wells Fargo where she led the development of a stand-alone mobile banking app for the bank. (August 7, 2020) – FinTech Futures 

SEZZLE (ASX: SZL) 

  • Veronica Katz joined Sezzle, an installment payment platform, as Chief Revenue Officer. Katz was previously VP of Global Accounts at PayPal. (July 9, 2020) – PRNewswire 

SS&C (NASDAQ: SSNC) 

  • Frank Egan joined SS&C as MD, Mergers & Acquisitions. Egan reports directly to the Chairman and CEO, Bill Stone. Egan was most recently Managing Partner of Lake Bridge Capital Ventures. (September 1, 2020) – PRNewswire 

UBS (NYSE: UBS) 

  • Alicja Cade joined UBS as Chief Information Security Officer (CISO), Americas. Cade was previously MD, Division CISO at Credit Suisse. (September 2020) – LinkedIn 

VERICITY (NASDAQ: VERY) 

  • David R. Drollette joined Vericity, a provider of technology enabled life insurance products and distribution, as Chief Data Officer and CTO, effective September 1, 2020. Drollette reports directly to the CEO, James E. Hohmann. Drollette was previously VP of Product Analytics and Head of Data and AI Products at athenahealth. (September 1, 2020) – Business Wire 

VISA (NYSE: V) 

  • Obiamaka “Obi” Madubuko joined Visa as Chief Compliance Officer. Madubuko previously served as a Partner in Greenberg Traurig’s litigation and compliance group in New York, advising on anti-corruption and fraud matters. (September 18, 2020) – Bloomberg Law 

WADDELL & REED FINANCIAL (NYSE: WDR)  

  • Eric J. Meltzer joined Waddell & Reed, an investment management firm, as SVP, CTO. Meltzer reports directly to the President, Brent K. Bloss. Meltzer was previously Chief Technology and Operations Officer at OppenheimerFunds. (August 17, 2020) – Business Wire 

WELLS FARGO (NYSE: WFC) 

  • Mani Iyer joined Wells Fargo as EVP, Chief Information Officer and Head of Enterprise Data. Iyer was previously MD, Head of Risk and Finance Technology, Consumer and Community Bank at JPMorgan. (July 2020) – LinkedIn 

 

Private Company Executive Moves 

APEX CLEARING CORPORATION  

  • Tricia Rothschild joined Apex Clearing, an independent full-service clearing firm, as President. Rothschild was previously Chief Product Officer at Morningstar. (August 6, 2020) – WealthManagement.com 

ATERNITY 

  • Fernando Castanheira joined Aternity, a provider of digital experience management, as Chief Information Officer. Prior to joining Aternity, Castanheira served as Managing Director at JPMorgan where he led large-scale organizations through digital transformation, productivity, and security initiatives. (July 8, 2020) – Business Wire 

BILLTRUST  

  • Ken Hehl joined Billtrust, a provider of order-to-cash solutions, as SVP, Chief Information Security Officer (CISO). Hehl was previously VP, CISO at Herc Rentals. (August 2020) – LinkedIn 

BLUESNAP  

  • Jason Green joined BlueSnap, a payment platform, as Head of Global Sales. Green was previously Chief Revenue Officer at TSYS, a provider of payment processing services. (August 6, 2020) – Finextra 

CHARLES RIVER DEVELOPMENT  

  • Dmitriy Ilyin joined Charles River Development, an investment management platform, as MD of SaaS Operations and Support. Ilyin was previously VP of Site Reliability Engineering and Operations at Intralinks, a fintech provider for mergers & acquisitions services. (August 11, 2020) – Business Wire 

COINBASE 

  • Ravi Byakod joined Coinbase, a digital currency exchange, as VP of Engineering. Byakod was previously Head of Commerce Engineering, CloudTech at Adobe. (September 23, 2020) – Finance Magnates 
  • Shilpa Dhar joined Coinbase as VP of Product. Dhar was previously Head of Product at Venmo. (September 23, 2020) – Finance Magnates 
  • Frank Yoo joined Coinbase as VP of Design & Research. Yoo was previously Director of Design at Google. (September 23, 2020) – Finance Magnates 
  • Manish Gupta joined Coinbase as EVP of Engineer. Gupta was previously VP of Engineering at Lyft and VP of Engineering for Google’s Ads platform. (August 10, 2020) – Coinbase Press Release 
  • Greg Tusar joined Coinbase as VP of Institutional Products. Tusar joined Coinbase through the acquisition of Tagomi which he co-founded in 2018.  Previously, Tusar served as Partner and Global Head of Electronic Trading at Goldman Sachs. (August 4, 2020) – Coinbase Press Release 
  • Paul Grewal joined Coinbase as Chief Legal Officer. Grewal was previously VP and Deputy General Counsel at Facebook. (July 8, 2020) – Coinbase Press Release 

EVERQUOTE (NASDAQ: EVER) 

  • Michael Aldous joined EverQuote, an online insurance marketplace, as VP of Insurance Data and Product Services. Aldous was previously Senior Director of Underwriting & Delivery, Personal Lines and Accident & Health at Liberty Mutual Insurance. (July 27, 2020) – GlobeNewswire 
  • Thomas McDermott joined EverQuote as SVP of Health & Medicare. McDermott was previously General Manager, Supplier Operations at Wayfair. (July 21, 2020) – GlobeNewswire 

EZE CASTLE INTEGRATION  

  • Richard Itri joined Eze Castle, a provider of end-to-end technology solutions for the financial and professional services industries, as SVP of Professional Services. Itri was previously MD and CTO for PJT Partners, a boutique investment bank. (August 31, 2020) – Boston Business Journal 

KESTRA FINANCIAL  

  • Nick Harness joined Kestra Financial, an independent wealth management platform, as Chief Information Officer. Harness reports directly to the CEO, James Poer. Harness was previously MD, CTO of Asset Management at JPMorgan. (August 4, 2020) – Business Wire 
  • Stephen Langlois joined Kestra Financial as President. Langlois reports directly to the CEO, James Poer. Langlois was previously Head of Business Development and Chief Revenue Officer at eMoney Advisor. (July 21, 2020) – ThinkAdvisor 

 NYMBUS  

  • Jeffery Kendall joined NYMBUS, a provider of banking technology solutions, as CEO. Kendall was previously EVP of North America Sales and Distribution at Temenos. (September 28, 2020) – Business Wire 

PAYONEER  

  • Charles Rosenblatt joined Payoneer, a digital payment platform, as Chief Strategy Officer. Rosenblatt was previously Chief Revenue Officer at Velo Payments. (August 12, 2020) – GlobeNewswire 

 

PAYSAFE  

  • Ismail “Izzy” Dawood joined Paysafe, a leading specialized payments platform, as CFO, effective September 28. Dawood reports directly to the CEO, Philip McHugh. Dawood was previously CFO of Branch International, a financial services organization targeting the mobile generation. (September 15, 2020) – Business Wire 

 

PLAID  

  • Meredith Fuchs joined Plaid, an API software provider which connects 3,000+ apps to 11,000+ financial institutions, as General Counsel. Fuchs was previously SVP, Chief Counsel, Enterprise Regulatory at Capital One. (August 20, 2020) – Law.com 

 

ROBINHOOD 

  • Norm Ashkenas joined Robinhood, a commission-free stock trading app, as Chief Compliance Officer for Robinhood Financial. Ashkenas was previously SVP and Head of Compliance for Fidelity Institutional & Fidelity Brokerage Technology, and CCO for National Financial Services and Fidelity Distribution Co. (August 27, 2020) – Robinhood Press Release 
  • Kelly Zigaitis joined Robinhood as Chief Compliance Officer for Robinhood Securities. Zigaitis was previously Head of Oversight and Controls at Wells Fargo Advisors. (August 27, 2020) – Robinhood Press Release 
  • Christina Lai joined Robinhood as VP, Deputy General Counsel and Corporate Secretary. Lai was previously VP, Corporate Legal Affairs, and Corporate Secretary at Applied Materials. (August 19, 2020) – Robinhood Press Release 
  • Lucas Moskowitz joined Robinhood as VP, Deputy General Counsel, Regulatory, Litigation, and Government Affairs. Moskowitz was previously with the U.S. Securities and Exchange Commission and held several roles including Chief of Staff under Chairman Jay Clayton. (August 19, 2020) – Robinhood Press Release 
  • Christina Smedley joined Robinhood as CMO. Smedley was previously VP, Brand & Marketing, Novi at Facebook. (August 4, 2020) – Robinhood Press Release 

STRIPE  

  • Dhivya Suryadevara joined Stripe, an online payment processing platform for internet businesses, as CFO. Suryadevara was previously CFO at General Motors. (August 11, 2020) – Bloomberg 
  • Mike Clayville joined Stripe as Chief Revenue Officer. Clayville was previously VP, Worldwide Field Operations at Amazon Web Services (AWS). (August 5, 2020) – PYMNTS.com 

 SYMPHONY.COM  

  • Brad Levy joined Symphony, a messaging systems provider, as President and Chief Commercial Officer. Levy was previously with HIS Markit and held various senior positions including, CEO of MarkitSERV and Global Head of MarkitSERV’s loan settlement and software services division. (July 22, 2020) – THE TRADE 

Board of Directors / Advisory Roles – Public Company 

 

BILL.COM (NYSE: BILL)  

  • Colleen Taylor and Allie Kline joined Bill.com as a member of the Board of Directors.  

Taylor currently serves as President, Merchant Services, U.S. for American Express.  

Kline is former Chief Marketing and Communications Officer for Oath (now Verizon Media), a subsidiary of Verizon Communications. Kline has also served on the Board of Directors of Huntington National Bank (NASDAQ: HBAN) and Waddell & Reed (NYSE: WDR). (September 30, 2020) – Business Wire 

BLACKSTONE (NYSE: BX) 

Gene Lockhart joined Blackstone as a Senior Advisor. Lockhart is Founder, Chairman and Managing Partner of MissionOG LLC, a venture capital firm. Previously he served as CEO and President of Mastercard and President of the Global Retail Bank at Bank of America. Lockhart has also served on the Board of Directors of Huron Consulting Group (NASDAQ: HURN). (July 28, 2020) – Business Wire 

BLUCORA (NASDAQ: BCOR) 

  • Karthik Rao joined Blucora, a provider of data and technology-driven tax software and wealth management solutions, as a member of the Board of Directors. Rao is currently COO for Nielsen Global Media, a global provider of data, information and technology to the media and advertising industries. (August 27, 2020) – GlobeNewswire 

CBOE GLOBAL MARKETS (CBOE: CBOE)  

  • Jennifer McPeek joined Cboe Global Markets, one of the world’s largest exchange holding companies, as a member of the Board of Directors. McPeek is former CFO of Russell Investments and Janus Capital Group. (August 14, 2020) – PRNewswire 

CHARLES SCHWAB (NYSE: SCHW)  

  • Marianne C. Brown and Gerri K. Martin-Flickinger joined Charles Schwab as a member of the Board of Directors, effective August 1, 2020. 

Brown most recently served as COO for Fidelity National Information Services, Inc.’s (FIS) global financial solutions organization. Brown has also served on the Board of Directors of Akamai Technologies (NASDAQ: AKAM), Northrop Grumman (NYSE: NOC), and VMware (NYSE: VMW). 

Martin-Flickinger is currently EVP and CTO of Starbucks. Prior to Starbucks, she served as CIO at Adobe, VeriSign, Network Associates, and McAfee. (July 27, 2020) – Business Wire 

DELUXE (NYSE: DLX)  

  • Paul Garcia joined Deluxe, an offeror of check printing and related business services, as a member of the Board of Directors. Garcia is former Chairman and CEO of Global Payments, a provider of credit card processing, check authorization and other electronic payment processing services. Garcia has also served on the Board of Directors of Repay Holdings (NASDAQ: RPAY) and Truist Financial (NYSE: TFC). (August 24, 2020) – Yahoo! Finance 

EQUITABLE HOLDINGS (NYSE: EQH)  

  • Francis Hondal joined Equitable Holdings as a member of the Board of Directors. Hondal is currently President of Loyalty and Engagement at Mastercard and is also a member of the company’s Management Committee. (September 8, 2020) – Business Wire 

EVERQUOTE (NASDAQ: EVER)  

  • Darryl Auguste joined EverQuote’s Board of Directors. Auguste currently serves as EVP of Strategic Projects at EverQuote. (August 3, 2020) – GlobeNewswire 

EXPEDIA GROUP (NASDAQ: EXPE)  

  • Beverly Anderson joined Expedia Group, a travel platform, as a member of the Board of Directors. Anderson is currently President of Global Consumer Solutions at Equifax. Previously, Anderson served as EVP of Cards and Retail Services at Wells Fargo where she led consumer credit cards, co-brand cards, loyalty solutions, retail finance, digital payments, and enablement capabilities. (September 25, 2020) – Bizwomen 

F5 NETWORKS (NASDAQ: FFIV)  

  • Elizabeth Buse joined F5 Networks, a provider of application delivery networking technology, as a member of the Board of Directors, effective September 24, 2020. Buse previously served as Co-CEO and CEO of Monitise, a global mobile banking and payments company, after retiring from Visa, as EVP of Global Services. Buse has also served on the Board of Directors of U.S. Bancorp. (September 24, 2020) – Business Wire 

MARKETAXESS (NASDAQ: MKTX) 

  • Kourtney Gibson joined MarketAxess, an operator of an electronic trading platform for fixed-income securities, as a member of the Board of Directors. Gibson is currently President of Loop Capital Markets, one of the largest privately-held investment banking, brokerage and advisory firms headquartered in the U.S., which provides capital solutions for corporate, government and institutional clients. (July 21, 2020) – GlobeNewswire 

OPEN LENDING (NASDAQ: LPRO)  

  • Eric Feldstein joined Open Lending, a provider of lending enablement and risk analytics solutions to financial institutions, as a member of the Board of Directors, effective August 28, 2020. Feldstein is currently CFO of New York Life Insurance Company.  Previously, Feldstein served as EVP of Enterprise Growth for American Express. (September 3, 2020) – GlobeNewswire 

PROS HOLDINGS (NYSE: PRO) 

  • Catherine A. Lesjak joined PROS Holdings, a provider of AI-powered solutions that optimize selling in the digital economy, as a member of the Board of Directors, effective August 3, 2020. Lesjak is former Interim COO and CFO at HP. She also currently serves on the Board of Directors of GE and SunPower Corporation. (August 3, 2020) – Business Wire 

Q2 (NYSE: QTWO)  

  • Stephen C. Hooley joined Q2, a provider of digital transformation solutions for banking and lending, as a member of the Board of Directors. Hooley is former CEO and President of DST Systems, a provider of information processing software and services to the financial services and healthcare industries. Hooley has also served on the Board of Directors of Brighthouse Financial (NASDAQ: BHF) and Stericycle (Nasdaq: SRCL). (August 5, 2020) – Business Wire 

SOLARWINDS (NYSE: SWI)  

  • Dennis Howard joined SolarWinds, a provider of IT management software, as a member of the Board of Directors, effective September 17, 2020. Howard is currently EVP and Chief Information Officer for Schwab Technology Services at Charles Schwab. Prior to Charles Schwab, Howard served as SVP and CIO of Visa.  (September 21, 2020) – Business Wire 

SYNCHRONY FINANCIAL (NYSE: SYF) 

  • P.W. “Bill” Parker joined Synchrony Financial, a consumer financial services company, as a member of the Board of Directors. Parker is former Vice Chairman and Chief Risk Officer of U.S. Bancorp. (July 22, 2020) – PRNewswire 

TRANSUNION (NYSE: TRU)  

  • Billy Bosworth joined TransUnion, a consumer credit reporting agency, as a member of the Board of Directors, effective September 21, 2020. Bosworth is currently CEO of Dremio Corporation, a privately held company in the data analytics market. Throughout his career in the technology sector, Bosworth has served in many roles, ranging from software engineer to CEO. (September 22, 2020) – GlobeNewswire 

WESTERN UNION (NYSE: WU) 

  • Joyce A. Phillips joined Western Union, a worldwide money transfer service, as a member of the Board of Directors, effective July 1, 2020. Phillips is Founder and CEO of EqualFuture, a fintech startup delivering affordable personal financial wellness platforms to individuals and businesses. Previously, Phillips held executive roles with Australia and New Zealand Banking Group (ANZ), where she served as CEO of Global Wealth Division. (July 1, 2020) – Business Wire 

 

Board of Directors / Advisory Roles – Private Company 

 

MONEYHUB 

  • R. Todd Ruppert joined Moneyhub, an open finance data and intelligence platform, as a member of the Advisory Boards. Ruppert is former CEO and President of T. Rowe Price Global Investment Services, Co-President of T. Rowe Price International, and a member of the Operating Steering Committee of the T. Rowe Price Group. (August 20, 2020) – Finextra 

NERDWALLET 

  • Jennifer Ceran joined NerdWallet, a personal finance website and app, as a member of the Board of Directors. Ceran is currently CFO of Smartsheet, a SaaS offering for collaboration and work management. (July 22, 2020) – PRNewswire 

TZERO 

  • John Jacobs joined tZERO, a blockchain-based trading platform, as a member of the Board of Directors. Jacobs most recently served as Senior Advisor and Principal Consultant to Nasdaq’s CEO and President. Prior to that, Jacobs served as Nasdaq’s EVP and CMO. (September 21, 2020) – Yahoo! Finance 

WOODRUFF SAWYER  

  • Mary Dent joined Woodruff Sawyer, one of the largest independent insurance brokerages in the U.S., as a member of the Board of Directors. Dent is former CEO of Green Dot Bank and a former Director of Green Dot Corp. (September 1, 2020) – PRNewswire 

YIELDSTREET 

  • Ron Suber joined Yieldstreet, a digital wealth management platform, as a member of the Board of Directors. Suber is President Emeritus and Senior Advisor to Prosper Marketplace and a leading fintech investor. (September 30, 2020) – Business Wire 
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