Finlocity

Recorded: May 25 & 26, 2021 

The 2nd Annual XCELLR8 BD Operations Online Summit provides an opportunity for Broker/Dealer executives and managers to conveniently watch presentations from subject matter experts showcasing robust technology solutions built to support the back-office operations of Broker/Dealers.  Also hear from industry peers during the BD Executive Panels as they discuss the opportunities and challenges of technology. Don’t miss this opportunity to learn about innovations and best practices that may benefit your firm.

WHO ATTENDED

Broker/Dealers Executives: CEOs, CFOs, COOs, CMOs, CSOs, CROs, CCOs, CISOs, CIOs, CTOs, and other senior management


Solution Sponsors

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Summit Day 1

OpsTech

Ryan George, Chief Marketing Officer

CyberSecTech

Rishi Malik, Sr. Manager, Customer Solutions

PEER-TO-PEER TRACK

Mitchell Wood, President Larson Network Services
Geoffrey Moore, VP Informaton Tech, Valmark Financial
Alex Georgiev, Dir. of Ops. & CISO, LifeMark Securities

SupTech

Stephen Pope, CEO & Founder

PlatformTech

Oleg Tishkevich, CEO & Founder

Summit Day 2

MarTech

Diana Cabrices, VP, Enterprise Development

InsureTech

Robert Powell, VP Wealth Management

PEER-TO-PEER TRACK

Anne Catillaz, VP Operations, Sage & Rutty Co.
Claire Knoph, Head of Inv. Ops, Formuesforvaltning
Jennie Devlin, President, Cantella & Co., Inc.

WealthTech

Rick Burgess, CEO & Founder

RegTech

John Schobel, CEO & Founder

Disclaimer: The Finlocity XCELLR8 BD Operations Summit, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers.  All other uses are prohibited without express written permission.