Skip to main content

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 
Processing...
Thank you! Your subscription has been confirmed. You'll hear from us soon.
Subscribe to Our
Fintech Mailing List
ErrorHere