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Ridgeway Partners Fintech Leaders on the Move – Q4 2020

By Newsletter

Below, please find the  RIDGEWAY PARTNERS FINTECH LEADERS ON THE MOVE REPORT for the quarter ended 12/31/2020. 

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

 

Public Company Executive Moves  

 

BMO FINANCIAL GROUP (NYSEBMO) 

  • Atul Verma joined BMO Financial Group as Chief Information Officer, US, Personal and Business Banking. He previously served as Senior Executive Partner at Gartner(October 2020) – LinkedIn 

 BNY MELLON (NYSEBK) 

  • Eric Hirschhorn joined BNY Mellon as Chief Data Officer. He previously served as Chief Information Officer at BGC Partners. (November 2020) – LinkedIn 

 BROADRIDGE FINANCIAL SOLUTIONS (NYSEBR) 

  • Vijay Mayadas, who previously led the Fixed Income and Analytics business unit at Broadridge, was promoted to President of Capital Markets(November 10, 2020) – PR Newswire 
  • Edmund Reese joined Broadridge as CFOReese was previously SVP and CFO of the Global Consumer Services Group at American Express. (November 10, 2020) – PR Newswire 

 CITIZENS FINANCIAL GROUP (NYSECFG) 

  • Radha Suvarna joined Citizens Financial Group as Head of Enterprise Payments Innovation and Strategy. Suvarna previously served as Head of Digital Payments and Lending at Citi’s U.S. Consumer Bank. (December 12, 2020) – Business Wire 

 DUN & BRADSTREET (NYSEDNB) 

  • Nicholas Kolba joined Dun & Bradstreet as SVP, Global Head of Product EngineeringKolba previously served as Global Head of Platform at Genesis Global Technology. (December 2020) – LinkedIn 

 ENVESTNET (NYSE: ENV) 

  • Robert Coppola joined Envestnetprovider of unified wealth management technologyas Chief Technology OfficerCoppola previously worked at Cision as Chief Information Officer. (November 11, 2020) – PR Newswire 
  • Jason O’Shaughnessy joined Envestnet | Yodleedeveloper of a cloudbased finance data platform, as Head of International SalesO’Shaughnessy rejoins the company after helping several FinTechs with their go-to-market and open banking strategies across aggregation, personal financial management and lending. (November 9, 2020) – Envestnet Press Release 
  • Donna Peeples joined Envestnet as Chief Relationship OfficerPeeples previously worked at FIS as Chief Client Officer. (October 30, 2020) – FundFire 

 GOLDMAN SACHS (NYSE: GS) 

  • Irfan Hussain joined Goldman Sachs as Global Chief Information OfficerHussain previously served as Goldman’s Global Head of Technology for Consumer and Investment Management. (December 3, 2020) – FundFire 

 HSBC (NYSEHSBC) 

  • Steven Van Wyk joined HSBC as Group Chief Information Officer, Technology OrganizationVan Wyk previously served as Head of Technology and Innovation at PNC Bank. (December 7, 2020) – FinExtra 

 JPMORGAN (NYSE: JPM)  

  • Umar Farooq joined investment bank JPMorgan’s digital currency effort, Onyx, as CEO. Farooq was promoted from his previous position as JPMorgan’s Head of Channels, Analytics and Innovation, Treasury Services; Head of Blockchain Initiatives, CIB. (October 27, 2020) – CNBC 

 METLIFE (NYSE: MET) 

  • Pawan Verma joined MetLife as Chief Information OfficerVerma previously served as Chief Information and Customer Experience Officer at Foot Locker. (November 2, 2020) – Business Wire 

 OPENDOOR TECHNOLOGIES (NASOPEN)  

  • Andrew Low Ah Kee joined Opendoor Technologiesa digital platform for residential real estate, as PresidentLow Ah Kee previously served as COO of GoDaddy. (November 2020) – LinkedIn 

 PRUDENTIAL FINANCIAL (NYSE: PRU)  

  • Cheryl Battles joined Prudential Financial as Director, Data Science and AI. Battles previously served as Associate Director, Business Engagement Lead at KMPG (October 2020) – LinkedIn 

 THE PNC FINANCIAL SERVICES GROUP (NYSE: PNC) 

  • Deborah Guild was named Chief Security Officer at PNC. She previously served as PNC’s Chief Technology Officer. (November 19, 2020) – PR Newswire 
  • Ganesh Krishnan was named Corporate & Institutional Bank (C&IB) and Staff Service Technology Chief Information OfficerKrishnan was previously PNC’s CIO for C&IB and Staff Service Technology, as well as Executive Vice President(November 19, 2020) – PR Newswire 

 Q2 (NYSE: QTWO)  

  • David Mehok joined Q2, provider of cloud-based virtual banking solutions, as CFOMehok previously served as CFO of CLEAResult Consulting, Inc. (November 4, 2020) – Business Wire 

 WELLS FARGO & COMPANY (NYSE: WFC)  

  • Michelle Moore joined Wells Fargo as Digital Platform Leader. Moore was previously Head of Digital Banking at Bank of America.  (December 18, 2020) – Wells Fargo Newsroom 

Private Company Executive Moves 

 

ALLVUE SYSTEMS 

  • Mark Heimbouch joined Allvue Systemsdeveloper of investment management software intended for data aggregation, process management and business reporting, as CEOHeimbouch previously served as President of FIS Merchant Solutions. (November 3, 2020) – Business Wire 

 AMAZON WEB SERVICES 

  • Ben Weiss joined Amazon Web Services, creator of a cloud-based web platform that offers IT infrastructure services, as Banking Specialist, Financial Services Business DevelopmentWeiss previously served as Head of Financial Products at Carta. (November 2020) – LinkedIn 

 ASSOCIATION FOR DIGITAL MARKETS (ADAM) 

  • Michelle Bond joined ADAMa membership-based association of firms operating in the digital asset marketplace, as CEOBond previously served as Global Head of Government and Regulatory Affairs at Ripple. (October 29, 2020) – PR Newswire 

 AVIDXCHANGE 

  • Mari-Anne Eisert joined AvidXchangea provider of invoice and payment process solutions, as VP of Product ManagementEisert previously served in several director roles during her 14-year tenure with HMS. (October 20, 2020) – PR Newswire 
  • John Feldman joined AvidXchange as Senior Vice President of OperationsFeldman previously worked at Capital One as Chief Risk Officer for the company’s Retail and Direct Bank. (October 20, 2020) – PR Newswire 
  • Marie LaQuerre joined AvidXchange as Vice President of Treasury OperationsLaQuerre was previously Managing Director at AvantGarde Payment Solutions (October 20, 2020) – PR Newswire 

 APTOS 

  • Pete Sinisgalli joined Aptosomnichannel software platform for the retail sector, as CEOSinisgalli previously served as Chairman of the Board for Llamasoft. (November 19, 2020) – Aptos Press Release 

 BETTER.COM 

  • Kevin Ryan joined Better.comdeveloper of a digitized online mortgage lending platform, as CFORyan previously served as Managing Director, Morgan Stanley. (October 2020) – LinkedIn 

 BETTERMENT 

  • Sarah Kirshbaum Levy was named CEO of Betterment, financial advisory company providing robo-advising and cash management servicesLevy previously served as Viacom Media Networks’ COO and has been an Operating Advisor at Betterment for the last several months. (December 8, 2020) – Betterment Press Release 
  • Jonathan Stein was named Chairman of the Board of Betterment. Stein previously served as the company’s CEO. (December 2020) – LinkedIn 

 BUCKLE 

  • Kristi Matus joined Bucklea full-stack insurance company and credit platform focused on gig economy services, as CFO and COOMatus previously served as Executive Advisor for Thomas H. Lee Partners and as CFO of USAA. (October 6, 2020) – Business Wire 

 CIRCLEUP 

  • Nick Talwar was appointed CEO of CircleUpa digital investment platformTalwar joined the company as President in July 2020, and previously served as a Partner at Apis Partners. (October 13, 2020) – PR Newswire 

 COINBASE 

  • Milana Homsi McCullagh joined Coinbasedigital currency exchange, as Vice President, Deputy General Counsel, Product and Commercial LegalMcCullagh previously served as Sr. Director, Legal, at Google. (October 2020) – LinkedIn 

 DRIVEWEALTH 

  • Minerva Tantoco joined DriveWealthdeveloper of a global brokerage infrastructure technology, as Chief Technology OfficerTantoco previously founded Grasshopper Bancorp. (October 13, 2020) – WealthManagement.com 

 FORTER 

  • Marcus Holm joined Forterprovider of a decision as a service-based online fraud prevention tool, as Chief Revenue OfficerHolm previously worked as Head of Global Account Sales, Modern Apps BU at VMware. (October 2020) – LinkedIn 

 HIGHRADIUS 

  • Jared Lane joined HighRadiusa FinTech enterprise SaaS company that leverages AI-based Autonomous Systems to help companies automate Accounts Receivable and Treasury processes, as VP, Digital TransformationLane previously served as Chief of Staff, Worldwide Sales for Wolters Kluwer ELM Solutions. (October 9, 2020) – Business Wire 

 LIBRA NETWORKS 

  • Ian Jenkins joined Libra Networks, the organization developing the Facebook-backed cryptocurrency project libra, as CFO and Chief Risk OfficerJenkins previously led HSBC’s business finance group. (October 16, 2020) – CoinDesk 

 NIUM 

  • Frederick Crosby joined NiumFinTech company providing digital international money transfer services, as Chief Revenue Officer. Crosby previously worked at Crosby MarketWize Consulting, Veem, Western Union and eBay (November 5, 2020) – PR Newswire 

 PUBLIC.COM 

  • Stephen Sikes joined Libra Networks, the developer of a social investing application, as COOSikes previously worked at SoFi as VP, Business Lead, Invest. (October 2020) – LinkedIn 

 QUADPAY 

  • Laura Kane joined QuadPaydeveloper of payment platform, as SVP of Enterprise Sales. Kane previously worked at LegitScript, and is a former PayPal executive (October 7, 2020) – Business Wire 
  • Kevin McKeand joined QuadPay as VP of Business Development and Strategic PartnershipsMcKeand has managed partnerships with 80 different payment solutions, including PayPal, Stripe and others. He also managed strategic partnerships with technology leaders such as Google, Amazon, and eBay. (October 7, 2020) – Business Wire 

 QUONTIC BANK 

  • Felix Todd joined Quontic Bank, a digital bank, as Chief Technology OfficerTodd previously worked at Regions Bank as Enterprise Architect. (December 2, 2020) – PR Newswire 

 ROBINHOOD 

  • Vlad Tenev is now the sole CEO of Robinhood, the creator of an investment platform intended to teach people to invest in the stock marketTenev and cofounder Baiju Bhatt previously shared the top job since the company’s launch in 2013. (November 20, 2020). – Fortune 

 TALLY 

  • Anthony Schrauth joined Tally, creator of a credit management platform, as VP of ProductSchrauth previously served as Chief Product Officer at Betterment. (November 24, 2020) – Finextra 
  • Meg Ciarallo joined Tally as VP of MarketingCiarallo previously served as VP of Brand Marketing at SoFi. (November 24, 2020) – Finextra 

 TRADESHIFT 

  • Christophe Bodin joined Tradeshift, creator of a financial platform that facilitates digital trade transactions, as Chief Revenue OfficerBodin previously served as Chief Customer Officer at Anaplan. (October 7, 2020) – Finextra 

 UNDERSCORE VC 

  • Chris Gardner joined Underscore VC, a venture capital firm focused largely on tech start-up investments, as an Investing PartnerGardner previously served as VP, In-Store and P2P Products at PayPal. (October 7, 2020) – Finextra 

Board of Directors / Advisory Roles – Public Company 

 

FISERV (NAS: FISV) 

  • Denis O’Leary was named non-executive Chairman of the Board of Directors at Fiserv, provider of financial services technology solutionsO’Leary has served as a Director of Fiserv, Inc. since 2008. He previously served as Co-Managing Partner of Encore Financial Partners, Inc., was a Senior Advisor to The Boston Consulting Group, and worked at J.P. Morgan Chase & Co. in various capacities. (November 23, 2020) – Business Wire 
  • Kevin Warren joined Fiserv’s Board of Directors. Warren is the Chief Marketing Officer at UPS, as well as serving as a Director of Illinois Tool Works, Georgetown University, and the UPS Foundation. He is also a member of the Executive Leadership Council. (November 2, 2020) – Business Wire 

 FLEETCOR TECHNOLOGIES (NYSE: FLT) 

  • Archie Jones Jr. was named to the Board of Directors at FLEETCOR Technologies, a global business payments company. He was also named to the company’s Nominating and Corporate Governance Committee and Executive and Acquisitions Committee. Jones is a Managing Director of Six Pillars Partners, a private equity firm investing in high-growth companies, and a Professor at Harvard Business School. (November 16, 2020) – Business Wire 

 INTUIT (NASDAQ: INTU) 

  • Tekedra Mawakana was named to the Board of Directors at Intuit, global financial platform company with products including TurboTax, QuickBooks, and MintMawakana is the COO of Waymo LLC, a subsidiary of Alphabet, Inc. Prior to Waymo, she was VP of Global Government Relations at eBay. She currently sits on the Board of Industry Leaders for the Consumer Technology Association, and previously served as the Chairman of the Board of Directors for the Internet Association. (October 20, 2020) – Intuit Press Release 

 LTX, A BROADRIDGE COMPANY (NYSE: BR) 

  • Art Certosimo was named Chairman of the Board of Directors for LTX, a Broadridge company offering an AI-driven digital trading platform for corporate bondsCertosimo is a non-executive Chairman and will continue in his role as a senior advisor to the executive team at Broadridge Financial Solutions. He previously worked at BNY Mellon as CEO of Global Markets, also serving as CEO of the Alternative, Broker-Dealer and Treasury Clearance Groups, and was Principal of Morgan Stanley Asset Management. (December 14, 2020) – PR Newswire 

 PRIORITY TECHNOLOGY HOLDINGS (NASDAQ: PRTH) 

  • Marietta Davis was named to the Board of Directors of Priority Technology Holdings, a provider of merchant acquiring, integrated payment software and corporate payment solutionsDavis is the World-Wide Vice President and Managing Director for the Accenture relationship at IBM and worked at Microsoft Corporation for 16 years in several leadership roles. She also serves in an advisory board role for The Posse Foundation. (December 10, 2020) – Business Wire 
  • Stephen Hipp was named to the Board of Directors of Priority Technology Holdings. He recently retired from Goldman Sachs, where he served a Managing Director of the Specialty Lending Group focusing on financing middle market companies. Prior to Goldman Sachs, Hipp was the SVP of Underwriting and Portfolio Management for GE Capital. (December 10, 2020) – Business Wire 

Board of Directors / Advisory Roles – Private Company 

 

BILLTRUST 

  • Juli Spottiswood joined Billtrusta B2B Accounts Receivable automation and integrated B2B payments leader, as a member of the Board of DirectorsSpottiswood is Chairman and CEO of Syncapay. She has also served as Audit Chairman and board member at Cardtronics PLC, the world’s largest retail ATM provider. (December 16, 2020) – GlobeNewswire 

 BUCKLE 

  • Andrew Rear has been appointed Chairman of the Board at Bucklea full-stack insurance company and credit platform focused on gig economy services, as a member of the Board of DirectorsHe is CEO of Digital Partners, a Munich Re companyPreviously, he was a partner and head of the EMEA insurance practice at Oliver Wyman. (October 6, 2020) – Business Wire 

 CAPITAL MARKETS GATEWAY 

  • Mary Harman joined Capital Markets Gateway (CMG)FinTech firm focused on the equity capital markets (ECM), as a member of the Board of DirectorsHarman is a former Bank of America executive, previously holding several senior leadership roles including Head of Global Principal Investment group and Corporate StrategyShe has also served on 20 corporate Boards. (December 18, 2020) – GlobeNewswire 
  • Paul Finch joined CMG as a member of the Board of DirectorsHe was CEO of FinTech company Early Warning, which launched Zelle, the banking industry’s first real-time payments network. (December 18, 2020) – GlobeNewswire 

 CIRCLEUP 

  • Karen Karniol-Tambour joined CircleUpan investment platform powered by technology on a mission to help entrepreneurs thrive, as the company’s first Independent DirectorShe is Head of Investment Research at Bridgewater Associates(October 16, 2020) – Institutional Investor 
  • Ryan Caldbeck, the co-Founder and former CEO of CircleUpis transitioning into the role of Executive Chairman. (October 16, 2020) – Institutional Investor 

 HIPPO 

  • Sandra Wijnberg has joined the Board of Directors at Hippoan insurtech group, as an Independent DirectorShe currently serves as audit committee chair of Automatic Data Processing, Inc. and Cognizant Technology Solutions and is also a member of the Board of T. Rowe Price Group, Inc. (October 19, 2020) – Business Wire 

 NERDWALLET 

  • Lynne Laube has been appointed to the Board of Directors of NerdWalleta website and app that provides financial guidance to more than 160 million consumers every yearShe is the CEO and co-founder of Cardlytics and was named one of the top 10 venture-backed female founders and featured as an Inspiring Women to Watch by Inc. Magazine. (November 18, 2020) – PR Newswire 

 REVOLUT 

  • Rebecca Macieira-Kaufmann has been appointed to the U.S. Board of Revoluta London-based developer of a foreign exchange and money transferring application platform. Macieira-Kaufmann is a former Citigroup executive, most recently serving as Head of the International Personal Bank in the U.S. (December 2, 2020) – CNBC 

 RIPPLE 

  • Sandie O’Connor has been appointed to the Board of Directors of Ripplethe developer of a blockchain technology platform intended to help financial institutions to send money across bordersO’Connor recently retired as the Chief Regulatory Affairs Officer for JPMorgan Chase, where she also held several senior leadership positions including Global Treasurer and Head of Prime Services and served on multiple firm-wide governance committees. She has been named to American Banker’s top 25 lists of the Most Powerful Women in Banking and Finance several times. (December 16, 2020) – Finextra 

 UIPATH 

  • Michael Gordon has been appointed to the Board of Directors of UiPaththe creator of robotic process automation software designed to deliver fast and reliable RPA that enhances business performance at an unlimited scaleGordon will also serve as Chair of the Audit Committee. He is COO and CFO of MongoDB. Previously, he was COO and CFO at Yodle(October 5, 2020) – UiPath Press Release 
  • Kim Hammonds has been appointed to the Board of Directors of UiPath. She is a Senior Advisor and Non-Executive Director to several technology companiesincluding Zoom Video Communications, and is the founder of Mangrove Digital GroupShe most recently served as the Group COO of Deutsche Bank AGHammonds previously served as the Group Chief Information Officer for the Boeing Company. (October 5, 2020) – UiPath Press Release 

Ridgeway Partners Fintech Leaders on the Move – Q3 2020

By Newsletter

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 movesfor 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 DevelopmentFishman 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 2020Clayton reports directly to the CEO and Founder, René LacerteClayton was previously VPGlobal Trade Business at Houzz, 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 2020Ozment 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, 2020Siegmund 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 Equifaxa 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 ServicesAldous 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 & MedicareMcDermott was previously GM of Supplier Operations at Wayfair. (July 21, 2020) – GlobeNewswire 

FACEBOOK (NASDAQ: FB) 

  • Stephane Kasriel joined Facebook as VP, PaymentsKasriel 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 solutionsas CFOeffective September 14, 2020Kang reports directly to the Chairman and CEO, David ZalikKang 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 AmericasChris 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 OfficerClarkson 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 VentureMangot 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 OfficerKatz was previously VP of Global Accounts at PayPal(July 9, 2020) – PRNewswire 

SS&C (NASDAQ: SSNC) 

  • Frank Egan joined SS&C as MD, Mergers & AcquisitionsEgan 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), AmericasCade 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, 2020Drollette 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 OfficerMadubuko 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 SVPCTOMeltzer reports directly to the PresidentBrent K. BlossMeltzer 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 Clearingan independent full-service clearing firm, as PresidentRothschild 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 AternityCastanheira 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 BlueSnapa 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, ainvestment management platform, as MD of SaaS Operations and SupportIlyin 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 EngineeringByakod 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 & ResearchYoo 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 ProductsTusar 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 ServicesItri 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 OfficerHarness 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 PresidentLanglois reports directly to the CEO, James PoerLanglois 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 SecuritiesZigaitis 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 SecretaryLai 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 AffairsMoskowitz 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 CMOSmedley 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 CFOSuryadevara was previously CFO at General Motors. (August 11, 2020) – Bloomberg 
  • Mike Clayville joined Stripe as Chief Revenue OfficerClayville 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 AdvisorLockhart 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 AmericaLockhart 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 Blucoraa 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 Marketsone 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 AdobeVeriSign, 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 DirectorsAuguste 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, 2020Buse 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 MarketAxessan 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 Lendinga provider of lending enablement and risk analytics solutions to financial institutions, as 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 industriesHooley 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 TransUnionconsumer credit reporting agency, as a member of the Board of Directorseffective September 21, 2020Bosworth 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, 2020Phillips 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 NerdWalleta 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 tZEROa 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 12020)  PRNewswire 

YIELDSTREET 

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

Ridgeway Partners Tech Newsletter May 2020

By Newsletter

Few things are more cringe-worthy for CEO’s and heads of HR alike than churning a “rock star” executive only a few months after they’ve come on board.  Given the extraordinary amount of time and expense associated with recruiting an executive hire, this kind of departure hurts the business and the bottom line in painful ways.

Read More

Leadership in the Digital Age

By Insights

Few things are more cringe-worthy for CEO’s and heads of HR alike than churning a “rock star” executive only a few months after they’ve come on board.  Given the extraordinary amount of time and expense associated with recruiting an executive hire, this kind of departure hurts the business and the bottom line in painful ways.

Read More

Glasswing Ventures Announces Preferred Partnership With Ridgeway

By Ridgeway News

We are pleased to announce Ridgeway Partners as a Preferred Provider of Search Services at Glasswing Ventures.

“We’re excited to offer Ridgeway Partner’s search services to Glasswing’s portfolio companies. In addition to having deep expertise in enterprise technology and artificial intelligence, Ridgeway is uniquely positioned to identify and place this hard-to-reach talent.” Emma Marty, Director of Platform & Marketing at Glasswing Ventures Glasswing Ventures Glasswing Ventures is a leading venture capital firm dedicated to investing in the next generation of AI and frontier technology startups that enable the rise of the intelligent enterprise. Founded in 2016 by  Rudina Seseri and Rick Grinnell and joined by Sarah Fay, Glasswing Ventures is built on their deep experience and successful track-records in the high-tech and venture capital industries.

Headquartered in Boston, the company funds visionary entrepreneurs harnessing the power of AI and frontier technologies to transform markets and revolutionize industries. Portfolio clients include Allure Security, inrupt, Tuono, and Zylotech.

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