Virtual New York Cash Exchange 2020 Speakers (A to Z)

Israel Aloni
Israel Aloni is the Director of Cyber Security at KPMG. Israel, brings to the firm 20 years of experience in Israeli and international high-tech companies. Israel started his career in professional services, training and solution architecture roles.  Over the last 15 years he has held senior product management and portfolio management positions in information security and cyber.
John Baker
John Baker serves as Assistant Treasurer at McKinsey & Company, where he is responsible for foreign currency hedging, global banking activities, and treasury/financial compliance.  He has been with McKinsey since 2017.
Prior to joining McKinsey, John spent five years in Treasury at The New York Times Company, where he directed cash management, investments, debt, foreign exchange operations, and long-term capital and liquidity modeling.  Before that he spent seven years in various strategic, operational, and treasury roles at global consultancy Booz & Company.  He started his career with stints in management consulting and banking. 
John holds an MBA from the New York University Stern School of Business, and a BS in Finance from the Wharton School of the University of Pennsylvania.
Neal Blinde, CFA
Neal Blinde serves as Corporate Treasurer responsible for Wells Fargo’s asset and liability management, funding, liquidity management, capital management, interest rate risk management, corporate development, and resolution and recovery planning. Prior to joining Corporate Treasury, Neal was a Managing Director in the Financial Institutions Investment Banking division at Wells Fargo Securities and responsible for leading the firm’s bank sector coverage globally. Neal joined Wells Fargo in 2002 and has executed capital raising, financial advisory, and structured finance transactions for clients in the bank, specialty finance, and asset management sectors.
Prior to joining Wells Fargo, Neal worked in the asset management division of American Express, now Ameriprise Financial.
Neal earned his BSB in Accounting from the University of Minnesota and an MBA from Georgetown University. He is a Chartered Financial Analyst.
David Bridges
David Bridges is a research analyst at Fidelity Investments who provides expert geopolitical assessment to Fidelity investors.
Prior to joining Fidelity in 2012, David served a 25-year career in the Central Intelligence Agency’s (CIA) Clandestine Service. He retired from the CIA in 2011. At the time of his retirement, he was a member of the Senior Intelligence Service, the elite leadership team that guides CIA activities across the globe. Over the course of his career, he held a number of critical positions, including executive direction of all CIA activity in Russia, the former Soviet Union, central and eastern Europe, and the Balkans, operational command of all CIA offensive and defensive counterintelligence operations worldwide, and several assignments as chief of station. In recognition of his outstanding work, he received CIA’s Distinguished Career Intelligence Medal, the George Bush Award for Excellence in Counterterrorism, the Donovan Award (the Clandestine Service’s highest honor), and several Director of Central Intelligence Meritorious Unit Citations.
Prior to joining CIA, David spent five years working for a peacekeeping force in the Middle East. He has been in the financial industry since 2012.
David earned his Bachelor’s degree with high honors from Dartmouth College and his Master’s degree from the University of Chicago’s Center for Middle Eastern Studies. He speaks five languages.
Mark Brousseau
Mark Brousseau has established himself, over the past 26 years, as a thought leader on accounts payable, accounts receivable, payments and document automation. A popular speaker at industry conferences and on webinars and podcasts, Mark advises prominent end-users and solutions and services providers on how to use automation to improve document- and payments-driven business processes. Mark has chaired numerous educational conferences and has served on several industry committees and boards.
Aron Chazen
Aron Chazen has worked in institutional treasury for over 20 years, building global treasury teams and strategic resources for clients. Aron co-founded the Global Cash Business at JP Morgan and helped grow it to $250 billion in assets. While at JP Morgan, Aron ran the Institutional Treasury Group in the Americas, which provided treasury management solutions for multinational corporations and public sector clients. In addition, Aron led the effort to create JP Morgan’s Global Cash Portal that gave clients online access to manage assets and report on their JP Morgan products, and he launched the firm’s first institutional offshore money market fund for use by multinational corporations. Prior to J.P. Morgan, Aron was part of the first Institutional Cash Team at both Fidelity Investments and Franklin/Templeton. Aron has been active in the Association for Financial Professionals since 1991, is frequently quoted in treasury trade journals worldwide, and actively speaks at industry conferences.
Aron has his series 7, 24 and 63 licenses and holds a BS from Cal Poly, San Luis Obispo.
Chris Chen, CertlCM
Chris Chen is based in Shanghai and provides corporate clients with guidance on the China market, banking environment and account/entity establishment in China. Chen has extensive domestic and international cash management experience working with PNC’s Treasury Management Group, including managing PNC’s Automated Clearing House (ACH) and international accounts and payments services.
Chen holds a bachelor’s degree in economics and music from the Schreyer Honors College, Pennsylvania State University. Chen is originally from Taiwan and is fluent in Mandarin.
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Alon Cohen
Alon Cohen, founder, chairman and CEO of nsKnox, is a world-renowned pioneer in cybersecurity and a serial entrepreneur. He is the former co-founder, CEO and chairman of CyberArk, a global leader in enterprise cybersecurity. Alon also served as Chairman and CEO of FilesX, which was sold to IBM in 2008.
Prior to his professional career, Alon served 6 years in the Israel Defense Forces as head of its operating systems and IT security department.
Michael Connors
Michael Connors is a Senior Treasury Management Officer within Bank of America’s Global Commercial Bank.  Michael is responsible for consulting with companies on cash management best practices to improve working capital and streamline their finance operations.  He covers a diverse portfolio of companies across metro New York with notable industry concentrations in retail, business services and technology.  Michael has been with Bank of America for 15 years serving in a variety of roles across corporate real estate, technology and global transaction services.
Peter Davey
Peter Davey leads product innovation at The Clearing House, a bank consortium of the top US financial institutions, where he is responsible for working with financial institutions and partners to foster new and innovative concepts that propel the payment and banking industry forward. He has a deep understanding of the payments and banking industry as well as new and emerging technologies at large.
Previous to The Clearing House, Peter was the Head of Payment Strategy Innovation & Industry at Capital One Financial Corporation. He provides thought leadership through forums and speaking engagements across the industry and is a featured keynote speaker at many events.
Peter has a Bachelor’s degree in Business Management with a focus in Computer Science from Wheeling Jesuit University and is an Accredited ACH Professional (AAP).
Jeff Diorio, CCM
Jeff Diorio is a Director at Treasury Strategies. He works with corporate treasury departments, treasury technology vendors, as well as financial institutions across a wide variety of complex engagements in designing treasury and banking solutions for today’s challenging liquidity and risk environment. Jeff has more than 30 years of experience in both financial technology as well as global treasury operations that allow him to bring a strategic focus to this leadership role. His specialties include development of solutions, system selection and implementation, project management, hosting/ASP/Cloud based solutions.
Jeff is currently a Director at Large on the board of the Treasury Management Association of New York. He has been a speaker at the AFP National Conference, and numerous regional treasury and bank conferences.
Jeff has a BS in Mathematics from Northwestern University and is also a Certified Cash Manager.
Joe Dodi
Joe Dodi has more than 25 years treasury management experience and is Vice President and Treasurer of Health Partners Plans. He also serves as the Treasurer of both the Health Partners Plans Foundation and the Health Partners Plans Political Action Committee.
Before joining Health Partners in 2017, he was Director, Head of Treasury at Horizon Blue Cross and Blue Shield NJ. His responsibilities included oversight of the investments, treasury operations, payments administration and company liability insurance function for the enterprise. Prior to joining Horizon BCBSNJ, Joe held various treasury management positions at DRS Technologies, Millennium Chemicals, Houghton Mifflin and Putnam Investments.
Joe currently serves as Director and Treasurer for the Financial Executives International (FEI) New Jersey Chapter since 2013. He holds an MBA from Suffolk University and a Bachelor’s in Economics and Finance from Northeastern University. He is a Certified Treasury Professional.
Chris Ekonomidis
Chris Ekonomidis is a Director at BNY Mellon focusing on the enterprise transition away from Libor.  He has over 15 years of experience working in the Financial Services and Banking practices. He has a deep knowledge of supporting financial market structure reforms and transformation efforts across fixed income, equities and derivatives. Chris works with clients on a diverse array of areas on global IBOR and benchmark regulation. He also has extensive experience coordinating global engagements and working across various overseas locations within BNY Mellon and for clients.
Stephen Epstein
Stephen Epstein is the Chief Marketing Officer of Kasisto – a leading AI-based, conversational, digital engagement and virtual assistant platform that has mastered the language of banking and finance. In his role, Stephen leads Kasisto’s go-to-market strategy. He was previously Chief Innovation Officer where he leveraged his 25 years of industry experience to drive the company’s product direction and roadmap.
Prior to Kasisto, Stephen ran product strategy and marketing for Mantas, a leading financial crimes and compliance solutions company which was acquired by Oracle, and he was also in charge of product, field and corporate marketing for Digital Reasoning, a leader in AI enabled solutions. Stephen also held leading technology and product positions at Deutsche Bank, JPMC, and CDC Capital where he helped automate front office trading and back office compliance functions.
Stephen has a Bachelor’s degree from Vanier College in Montreal.
Mindy Fiegle
Mindy Fiegle is the Director of Treasury and Accounts Payable for Regal Cinemas. She is responsible for treasury and accounts payable operations which includes: working capital management, cash forecasting, debt and investment management, merchant processing, gift card processing, bank reconciliations, unclaimed property, banking and capital market relationships, accounts payable and the travel and expense program.
Prior to Regal Cinemas, Mindy has held Treasury leadership roles for Clayton Homes, Ruby Tuesday and Discovery (formerly Scripps Networks Interactive).
Mindy earned a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Tennessee - Knoxville. She is also a Certified Treasury Professional and a member of the Association for Financial Professionals as well as Financial Executives International.
Trish Fisher
Trish Fisher, Senior Director at WeWork, has worked in Treasury Operations for fifteen years in industries ranging from Oil and Gas to Residential and Commercial Real Estate.  She has been a Treasury Management System (TMS) super user for ten years and has connected dozens of banks globally and led TMS integrations with three different ERPs.  She usually tells people, "I'm not an IT person, I just play one on TV!
James Glassman
James Glassman provides market insights to help clients better understand the changing economy and its impact on their business. He also works closely with the firm’s Corporate Sector, including the Chief Investment Office and Investor Relations, as well as the Investment Bank and Government Relations groups, providing financial analysis and research. A publisher of independent research on the principal forces shaping the economy and financial markets, James is regularly cited in the financial media, where he is also a frequent commentator on economic policy issues. Additionally, he is a long-standing participant in the widely followed Federal Reserve Bank of Philadelphia Survey of Professional Forecasters and the National Association of Business Economists’ panel of macro-economic forecasters.
From 1979 through 1988, James served as a Senior Economist in the Research & Statistics and Monetary Affairs departments at the Federal Reserve Board in Washington. His responsibilities ranged from analysis and forecasting of inflation and labor market developments, to analysis of the Federal Reserve’s operating strategies and interest rate markets, to the development of monetary and reserves projections. He joined Morgan Guaranty in 1988 and then Chemical Bank in 1993, which, through a combination of mergers, became JPMorgan Chase.
James earned a Bachelor’s degree from the University of Illinois, Champaign-Urbana and a Master’s degree in Economics from the University of Illinois, Chicago. He was awarded a Ph.D. in Economics from Northwestern University.
Andrew Haskell
Andrew Haskell is the Product Line Manager at BNY Mellon managing the Immediate Payments suite of solutions within Treasury Services Product Management. He is responsible for BNY Mellon’s strategy and development of USD Immediate Payment solutions such as Real-Time Payments and Tokenized Payments® now available with Zelle®. He is a representative in multiple committees and work groups at The Clearing House and Early Warning Services, the Chair of the U.S. Faster Payments Council Fraud Information Sharing Work Group, and Co-Chair of the Aite Group Payments Innovation Council.
Prior to joining BNY Mellon, Andrew was a Senior Product Manager with Capital One’s Commercial Bank, managing a wide range of payables and receivables products (Account Reconciliation, Positive Pay, Controlled Disbursement, Electronic Bill Presentment & Payment and the Vendor Payment Program), most recently acting as the Head of Global Clearing, responsible for Wire Transfer with a focus on Domestic and International USD Clearing, FX, Nostro Account Management and Correspondent Bank relationships. Andrew also has prior experience in Product working for Fundtech Limited in their cash management Professional Services group.
Andrew holds an MBA, an MS in Finance and a BBA, all from Georgia State University and is a Certified Treasury Professional.
Tim Hesler, CTP
Timothy Hesler is Assistant Treasurer, Global Banking, Cash Management and Treasury Operations for New York University. He is responsible for global banking, investments, retirement portfolios, cash management, short term debt, foreign exchange hedging, and payment card programs .  Tim was just recently the President and Chair of the Executive Committee for the Pinnacle Consortium of Higher Education, a reciprocal risk retention captive insurance company in Burlington, VT.  Pinnacle is owned by 18 private and public universities.
Tim was a Senior Expert in the Corporate Finance Strategy practice at McKinsey and Company focusing on corporate treasury and financial risk before affiliating as a Senior Advisor to the firm the past seven years. Prior to McKinsey, Tim spent 12 years leading finance transformation and corporate treasury advisory engagements across numerous industries for multinational clients as Director, Treasury and Risk, for PricewaterhouseCoopers. Tim has also worked in corporate treasury for Novartis
Tim is a Certified Treasury Professional (CTP) and holds a B.S. in Electrical Engineering from Union College, and an M.B.A. in Finance from Columbia University.  Tim was recently Chair of the AFP's Body of Knowledge Committee, and is on the Advisory Board for TMI USA magazine.  For over 20 years, Tim continues as a Board member for the Treasury Management Association of New York (TMANY) non-profit organization, and was the former President of TMANY for five years.
Gregory Jones
Gregory Jones is a Co-Founder and Co-Managing Member of GRJ which he founded with his brother Graham in June of 2010. GRJ is a Manhattan-based owner/developer/operator focused on acquiring multi-family and mixed-use assets. The company currently owns and operates a portfolio of apartments and hotels across the country.
Gregory is a graduate of Columbia University and received his MBA in Finance from Fordham University.
Tracy Knight
Tracey Knight is a highly accomplished Treasury professional who excels in motivating and leading high-performance teams. As Director of Solution Engineering at HighRadius, Tracey provides a unique blend of treasury knowledge with extensive experience from both the practitioner and fintech perspectives, with an emphasis on transforming treasuries into efficient operating centers that can partner strategically with the entire organization.
Tanya Kuznetsova
Tanya Kuznetsova is Director of Treasury at Centric Brands, and a Board Member of the North Carolina Treasury Management Association, she helps businesses thrive and accelerate their growth by implementing the leading–edge technology solutions along with the best practices in cash management, working capital optimization and reducing costs associated with treasury operations and attracting capital. Being a treasury practitioner with 16 years of corporate experience and an innovator, she believes that technology is an active enabler of the performance.
James Lock
James Lock leads the Healthcare, Higher Education, and Not-For-Profit Industry Solutions team as part of Commercial Banking's Middle Market Banking and Specialized Industries business. James and his team work with clients using their extensive treasury experience, deep industry knowledge, and a strategic consulting methodology to solve key treasury challenges and incorporate a value-based and technological approach. Through partnerships with coverage teams across the country, his team works to demonstrate the ways in which the firm’s treasury platform can solve problems, address key efficiency opportunities, incorporate best practices, and optimize Treasury operations.
James has 30 years of treasury and retail banking experience across the Higher Education, Government, and consumer banking sectors. For the majority of his career, James has served in relationship management and business development roles. Prior to joining J.P. Morgan in 2000, James began his banking career at Bank of America in 1990. James routinely presents at industry conferences as part of his role as an industry thought leader.
James is a graduate of Regent University and holds a Bachelor of Science in Organizational Leadership and Management and also an MBA from Georgia College & State University. James has maintained his Certified Treasury Professional (CTP) credential since 2002. In addition to his CTP, he earned the Certified Smart Card Industry Professional (CSCIP) credential in 2011. He is an active member of the national Association for Financial Professionals and President of the local AFP chapter in Atlanta. He is a past President of the Hampton Roads Association of Financial Professionals.
Rey Luna
Rey Luna is the Controller at Wheels – A dockless electric bike company in the micro-mobility space.  In his role, Rey focuses on areas of Accounting, Finance, IT, HR, Insurance, and Risk Mitigation. 
Prior to Wheels, Rey started his career as a founding partner and CFO at Peak Beverage a Colorado based company in the beverage service industry.  There he helped grow the company to over 2,500 events across the state of Colorado.  After that he went into public accounting consulting where he helped businesses in several different industries align and progress on their financial goals. 
Rey has also volunteered over the years as a financial advisor for start up non profits such as KyndHub and Project Helping.  Rey has a Bachelor of Business Administration in Accounting and Management from Texas Tech University and is Six Sigma Green Belt Certified.
James MacNeill
Jim MacNeill is currently SVP, Tax & Treasury at WW International (formerly Weight Watchers), and has been with the company since 2015. Jim received a BA, MBA & MS in Taxation from Fordham University.
Kristen Michaud
Kristen Michaud is a Managing Director at LiquidX and is responsible for leading InBlock for Corporates.  She has over 20 years of experience in Treasury and Financial Systems, most recently at General Electric where she was responsible for Global Cash Operations including Cash Infrastructure, Controls and Digital.  Kristen has delivered large scale transformation efforts for GE including establishing a digital strategy, delivering a target state contemporary infrastructure and establishing treasury capabilities in the shared service centers.  Prior to GE, Kristen worked at International Business Machines (IBM) where she held leadership roles in Global Financial Systems, Treasury and Strategy Consulting. 
Kristen has a Bachelor's degree from the University of Colorado and an MBA in Finance from Fairfield University.
JR Miller
JR Miller is the CFO of The Leukemia & Lymphoma Society and ensures that LLS achieves the ambitious financial goals of its long-range strategic plan. He leads the finance organization and risk management and is responsible for enhancing LLS's financial efficiency and effectiveness in partnership with the organization's executive team.
Throughout his 20-year tenure at LLS, JR served as a Regional Vice President, overseeing ten chapters across the U.S., and as Vice President of Field Operations, in which he was responsible for management of LLS Canada. From 2015 to 2018, he served as CEO of PearlPoint, an online service that provides nutritional support for cancer patients, which he has since integrated into LLS’s family of patient support services.
Prior to joining LLS, JR was in corporate accounting with David C. Cook, a nonprofit publishing company, and an internal auditor for Farm Family Insurance Companies.
JR holds a Bachelor’s degree in accounting from Gordon College and is a member of the American Institute of Certified Public Accountants.
Michael Muller
Michael Muller is currently the Treasurer of New Avon Company which comprises the North American operations of the former parent company Avon Products.  In his current role, Michael focuses primarily on cash operations, credit facility & liquidity management, counterparty relations, payroll, credit & collections, defined benefit & defined contribution plans, foreign exchange and operational support.  Michael has over 30 years of experience in the treasury, financial planning, and accounting functions in a variety of companies within the retail, services and manufacturing sectors.
Zeeshan Naqvi
Zeeshan is Vice President and Treasurer of Diebold Nixdorf where he is responsible for leading and overseeing the company’s global treasury, risk management and customer financing functions. He leads DN’s Investment Management Committee and Financial Risk Management Committee and is a member of Diebold Nixdorf Foundation Board. He is also actively engaged in investor relations activities.

Previously, Zeeshan led the global treasury team at Moody’s Corporation, where he was responsible for capital and financing plans, issuing and optimizing debt in dynamic capital markets, financial and enterprise risk management, liquidity and cash management and forecasting, investments and employees benefits funding. He also managed bank, rating agency and debt investor relationships.

Prior to that, He held a series of finance positions of increasing responsibility in capital markets and treasury functions at GE Capital, both in the U.S. and U.K.

Zeeshan earned his a master’s degree from University of Michigan in Ann Arbor, MI and his bachelor’s degree from Rensselaer Polytechnic Institute in Troy, NY.
Raymond Nazloomian
Raymond Nazloomian is an Executive Director in JP Morgan Chase's Wholesale Payments Innovation & Fintech team where he is reimagining the future of treasury, ideating on the possible, rapidly testing new ideas, partnering with exciting fintechs, and commercializing new products & services.
Prior to JP Morgan, he was Senior Vice President of Global Digital Strategy at Citi where he led Citi's digital transformation. Prior to Citi he was an Innovation Consultant at PwC and has been involved in founding 2 digital startups.
Ray has a Bachelor of Accounting from the University of Technology, Sydney, has completed the CFA Program, courses at Harvard and IDEO, and has spoken about the future of finance in numerous forums & publications.
Kevin Olson, AAP
Kevin Olsen has been managing development and delivery of education services, including in-person classes, web conferences, and webcast for the greater part of the past two decades. He develops programs, presentations, and articles designed to orient and educate financial professionals on a multitude of electronic payment topics. Kevin is the Payments Professor bringing enthusiasm and motivation to presentations. Viewing the world as a classroom which is exemplified in the professor’s “edutainment” ed-u-tain-mint (noun\ When education is motivating, informative, and fun) style of training as he seeks to educate and inform all on the latest developments and trends in the fascinating world of electronic payments.
Among his many certifications Kevin is an Accredited ACH Professional (AAP), an Accredited Payments Risk Professional (APRP), and an NCP (National Check Payments Certification) as well as an NCP Certified Trainer.
Yasamin Sadrian
Yasamin Sadrian, Senior Solution Engineer at Kyriba, advises corporations on leveraging technology to increase automation and control in their business processes. She has 10+ years of experience in product development, product management, sales, and consulting across the treasury management spectrum with a key focus on liquidity and transactional foreign exchange. Prior to joining Kyriba, Yasamin worked at a number of global money center banks helping organizations navigate the changing regulatory landscape post-2008, improve process efficiency around cash & payments, and design global pooling structures that mitigate tax challenges.
Debbie Smart
Debbie Smart is a Senior Product Marketer at Q2 and serves as the voice of the modern business banking customer and the evolving financial services industry. With more than 40 years of banking and cash management experience, Debbie works to deeply understand Q2’s existing and desired customers, leveraging market research and competitive intelligence to forge new partnerships and influence product capabilities across Q2’s entire business product suite.
Previously, Debbie served in a program management role at Q2, where she provided consulting services for financial institutions to facilitate the successful implementation, conversion and utilization of their online business banking products and services. Prior to joining Q2, Debbie served in multiple senior management roles in the financial services industry where she guided product development, payments innovation and more, including more than 14 years at ACI Worldwide and Global Payment Systems. She also spent many years at First Security Bank (now Wells Fargo), where her responsibilities included running the cash management department for the state of Idaho and managing operations for electronic payments and item processing.
Throughout Debbie’s career in financial services, she has been a featured speaker at numerous industry-wide conferences and has served on multiple boards, councils and task forces, including the Association for Financial Technology Board of Directors, NACHA’s Payments Innovation Alliance and the Federal Reserve System’s U.S. Faster Payments Committee.
Brett Turner, CPA
Brett Turner is the Founder & CEO of Trovata - the first fintech solution built natively on open banking APIs to automate cash management. Brett founded Trovata to democratize modern cash management through cutting edge machine learning and data engineering technology, and address challenges he experienced as a career finance practitioner himself; namely, cash forecasting & analysis.
Prior to Trovata, Brett started his career with the Deloitte audit practice. He then gained progressive experience in corporate finance and accounting, managing SEC reporting for Amazon and later becoming VP of Finance for Worldwide Packets. Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value.
Brett is a CPA with a BA in Finance from Seattle Pacific University.
Tali Weisberg, CTP
Tali Weisberg has over 15 years of treasury experience with an international focus. She currently manages global treasury for Houghton International, a global leader in delivering advance metalworking fluids and services. Tali is part of the integration team working on the company’s merger with Quaker Chemical.Before joining Houghton, she worked for 10 years at Hay Group, a multinational HR and management consulting firm.
Tali holds an MBA in Finance from Temple University and a Bachelor’s degree in finance and accounting from McGill University in Montreal, Canada. She is a Certified Treasury Professional (CTP).