lbader@techpargroup.com

Lew Bader is a general management executive with more than thirty years of business experience. A dynamic and visionary leader, he has built fiscally sound organizations that are driven to exceed goals by instilling a culture that demands executional excellence, develops breakthrough innovation, and values accountability as well as diversity of thought. He has a demonstrated track record of cost reduction, business process and customer service improvement in multi-million dollar global operations. Proven ability to manage strategic business planning, and lead high-profile organizations through complex transformations and effective business development strategies, ensuring continued corporate growth, strong financial performance and value-add creation for investors. Lew’s experience and skills include:

• Global business alignment, process improvement and outsourcing.
• Creation of scalable and efficient organizations that align with and facilitate business’ strategic direction.
• Operational accounting expertise, specializing in the Credit & Collections, Accounts Receivable, Risk Analysis, Accounts Payable, Payroll, Royalties and Customer Service.
• At Pearson, Senior Vice President of North American Customer Service, Senior Vice President Global Order to Cash, Vice President of Business Operations. Vice President of Accounting Services for Simon & Schuster, Assistant Controller at Macmillan Publishing Company.

Mr. Bader earned a MBA in Public Accounting from St. John’s University and holds both BA and MS Degrees in Education from Queens College of the City University of New York.

rbattino@techpargroup.com

Richard Battino is a senior business professional and consultant with over 35 years of experience who has used his unique blend of technology, finance and operations experiences to deliver workable strategies and successfully completed projects to organizations in a variety of sectors, including financial services and health care.  He enjoys leveraging the power of technology to align IT and Financial processes to Senior Management goals, rescuing failing IT development and implementation projects, and working with Management and external auditors to improve and certify Corporate Governance activities. Mr. Battino is effective at liaising between business and IT as well as communicating to all levels of an organization.

Rich’s skills and experience include:

• Large program and project planning and implementation
• ERP requirements definition, package selection and implementation
• Finance Department transformation
• Process improvement, service level design and management
• Risk Management and Sarbanes Oxley compliance for both IT and financial processes and systems

Mr. Battino holds a BChE degree from The Cooper Union, located in New York City.

mbeller@techpargroup.com

Michael Beller has over 25 years of experience in Information Technology management. He has led start-up, turnaround, and high growth organizations as a COO, CIO, and consultant. Mike has built and led diverse management teams achieving extraordinary results and operational excellence in the Retail, CPG/Consumer Products, Technology, and Services industries.  Mr. Beller’s career includes the following experience and skills:

• EVP of Strategy Management & CIO at Steve and Barry’s, a national specialty retailer.
• Mr. Beller served as Chief Operating Officer (COO) at PL Developments, a pharmaceutical packaging and distribution company that served large retailers such as Walmart, Target, CVS, Walgreens, and Rite Aid with private label OTC pharmaceuticals.
• Mr. Beller was recruited by private equity investors and charged with executive management of operations and IT for TechSmart, a technology re-manufacturing and e-commerce company.
• Mr. Beller held senior management positions with consulting firms that included Accenture, Technology Solutions Company, and Diamond Management and Technology Consultants.

Mr. Beller received his Bachelor of Science degree in Operations Research & Industrial Engineering from the Cornell University College of Engineering.

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jbinn@techpargroup.com

Joel Binn has extensive consulting, entrepreneurial and leadership experience in the technology arena, providing businesses transformation services based on disruptive technologies for over 25 years: Engaged with companies from the Global 1000, government organizations, and startups. Currently providing Blockchain product innovation planning for corporates and startups.

Joel’s skills and experience include:

• Blockchain product development.
• Business transformational strategies and execution.
• Startups and new business unit creation
• Reorganization, outsourcing and cloud rationalization.
• Application and infrastructure, development and delivery

Mr. Binn holds Bachelor’s degree from Pratt Institute in Computer Science.

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mbrill@techpargroup.com

Michael Brill has over 30 years of experience in building best-in-class tools, knowledge bases and systems required to reduce expenses and improve performance. Successful track record in developing and implementing expense reduction programs focusing on various discretionary spend and cost management initiatives across all direct and indirect expense categories. Known for consistently exceeding savings targets through collaboration with colleagues and service providers.

Michael’s skills and experience include:

• Expense Reduction Programs – Achieving millions in savings by focusing on various discretionary expense and cost management projects across all non-comp related expense categories.
• Project Management – Directing global market data needs analysis projects. Conducting consumption reviews on applications, data licenses and exchange fees. Coordinating contract reviews and developing standard footprint templates.
• Process Workflow and Redesign – Reengineering a manually intensive request for appropriations process by developing an investment proposal system to eliminate the paper chase, stop unauthorized/unapproved expenditures and put an end to a non-responsive approval operation.
• Business Integration – Participating workstream leader on strategic initiatives to sell-off non-essential businesses
• eSourcing Supply Chain Solutions – Managing deployment of a global procurement application to eradicate the paper chase, standardize product catalogs and provide transparency of the process from “req. to check”.
• System Selection and Support – Designing and implementing installations/enhancements to corporate financial application systems.

Michael has an MBA in Computer Systems & Information Science from Pace University and a BBA in Management from Bernard M. Baruch College.

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jburk@techpargroup.com

Mr. Burk offers clients the benefit of over 40 years of experience as a financial and operating executive with a diverse industry background including entertainment, leisure, software development/distribution, mobile applications and internet services. Extensive international experience including Europe, Eastern Europe, South America and Asia. Considerable experience negotiating complicated global agreements and developing and executing business strategies for changing business environments.

Jim has expertise and experience in finance, accounting, internal controls, treasury management, strategic/business planning and forecasting, SEC reporting, SOX compliance, business restructuring, international transfer pricing, risk management, acquisitions/divestitures, information technology deployment, e-commerce, and merger/acquisition integration.

Mr. Burk has a BS degree in Business Administration from the University of Southern California and earned a Director Certification from the University of California, Los Angeles.

mcairns@techpargroup.com

Michael Cairns is a publishing and media executive with over 25 years’ experience in business strategy, operations and technology implementation.  As a business executive, Mr. Cairns has successfully managed several troubled and under-performing businesses, creating new businesses opportunities, developing new funding sources and enhancing shareholder value for investors.  His years spent as an operating executive have largely been with brand-name publishing companies such as Macmillan, Inc., Berlitz International, Wolters Kluwer Health, Reed Elsevier, Ingenta Technology and R.R. Bowker.  As a consultant, Mr. Cairns has worked with clients as diverse as AARP, Hewlett Packard, InterPublic Companies and Reed Elsevier with an emphasis on business strategy, market development and corporate development.

His skills and experience include:

• Business and corporate strategy development and implementation
• Operations management and business transformation
• Traditional and digital publishing and operations
• Print-to-digital transformation and adoption of new business models
• Software development and software services

Mr. Cairns holds an MBA (Finance) from Georgetown University and a BA from Boston University.  He has served on several boards and advisory groups including the Association of American Publishers, Book Industry Study Group and the International ISBN organization.   Additionally, he has public and private company board experience.

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acarapola@techpargroup.com

Art Carapola is a seasoned technology leader and subject matter expert providing strategic insight, business alignment and direction to the management of IT. He has functioning in Chief Technology Officer and Global Technology Leadership roles for such notable companies as MasterCard International, GE Capital, and Tishman Speyer Properties In these roles he has been responsible for strategic and tactical technology planning, engineering and operations in as many as 25 countries. In his role as a senior consultant, he was responsible for providing Project Management services for major data center, trading floor, and global IT infrastructure initiatives for such clients as Moody’s, Bank of America, Expedia, Morgan Stanley and many others.

Mr. Carapola’s skills and experience include:

• Technical Vision, Strategy and Standards
• Program/Project Management
• Risk Management
• Technical Infrastructure Development
• Network Architecture and Implementation
• Global IT Systems & Operations
• Leadership & Organizational/Talent Development
• Vendor Sourcing/Vendor Relations

Mr. Carapola holds a BE EE Degree in Electrical Engineering from Manhattan College in New York. He is also a Certified Data Center Design professional, is Six-Sigma Certified and certified in Advanced Leadership, Facilitation and Negotiation.

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jcataldo@techpargroup.com

Mr. Cataldo has over a decade of experience managing project delivery and architecture for services organizations. Prior to joining TechPar he was Head of Delivery for Actimize Europe, a leading provider of Risk Management software in the financial services industry, where he built and managed the European Professional Services Practice. Mr. Cataldo was also responsible for the management, delivery and relationship management for all real time fraud monitoring for Bank of America.

Mr. Cataldo’s skills and experience includes:

• Program and project management of enterprise software implementation projects for F500 companies.
• Strong knowledge of data architecture, database design, data warehousing and big data initiatives.
• Experience defining, designing and directing the implementation of operational risk, AML, Compliance and Anti-Fraud systems for some of the largest financial institutions.
• Ownership of the architecture and design of one the early big-data reporting environments, delivering ad-hoc management reports to a community of over 10,000 institutional banking customers.

Mr. Cataldo has a B.S. in Electrical Engineering and an MBA from the Wharton School of Business

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gcesarini@techpargroup.com

George Cesarini is a Financial Services and Consulting professional with over 25 years of enterprise change management and strategic initiatives delivery. He has extensive experience working with cross-functional, multi-cultural/multi-disciplined teams to deliver change across diverse channels, organizations and geographies. George’s skills and experience include:

• Worked with such leading companies as J.P. Morgan, ING Group, Swiss Bank Corporation, Warburg Dillon Read, UBS, PNC, Citigroup and AIG.
• Helped firms organize, marshal and focus their people, resources, knowledge and skills to enhance their competitive advantage, differentiate themselves, forge new directions, anticipate new markets, and create & sustain profitable, customer-driven businesses.
• Addressed complex business issues; re-engineered systems, people and organizations to continuously reach more productive, cost-efficient thresholds; and planned, mapped, managed, facilitated and implemented change programs.

Mr. Cesarini holds a Masters Degree in Economics from the Graduate Faculty of The New School for Social Research.

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scohen@techpargroup.com

Sam M Cohen has over 30 years of experience delivering business value by assuring that technology meets the business need and is available when/where expected.  He is known for his unique holistic view of IT, given work in ~10 sectors, an engineering background, roles in software development and management, business technology team leadership, global enterprise systems management and the implementation of policies and programs to address disaster recovery.

Sam M’s career includes the following recent key experience and skills:

• Implementation of disaster recovery programs of work in several industries.
• Management of a single-instance global enterprise service management system, 50% larger than the industry standard, with staffing 25% of the norm.
• Large program and project planning and execution.
• Continuous process improvement.
• Organization administration.

Sam M holds a BS degree in Electrical Engineering from Drexel University

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icohen@techpargroup.com

Izzy Cohen is a financial markets professional, with over 20 years of diversified experience in areas of regulatory, and operational compliance consulting, equity trading, brokerage, portfolio administration, and treasury. Izzy performed various roles/engagements with global & domestic banks, proprietary trading boutiques, consulting companies, brokerage and investment banking firms.

Izzy’s skills and experience include:

• Exposure to a broad range of financial instruments, treasury products, financial services, and banking units
• Advised clients on a variety of regulatory compliance matters, with particular focus on capital markets activity, transaction investigation, risk assessment, KYC-CIP due diligence, OFAC sanctions, and AML/BSA policies and procedures
• Involved in various capital markets capacities, treasury and financial analysis functions

Izzy holds an MBA and a Bachelor of Science degree in business administration (minor: finance), and completed additional studies in capital markets and credit derivatives. He is a former registered representative with the securities industry (FINRA licenses 7, 63, 55).

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tcolberg@techpargroup.com

Tom Colberg is an experienced senior executive who most recently served as Chief Operating Officer for a services firm that more than doubled its worldwide revenues over the last four years; expanded its global footprint in EMEA, Hong Kong, China, and Japan; and achieved operational and product improvements that culminated in the successful sale of the company to a strategic buyer in a related industry. In addition to his operational role, Previously, he was a partner in the consulting practice at PricewaterhouseCoopers.

Mr. Colberg’s skills and experience include:

• Large scale change management and enterprise software implementation projects for F500 companies.
• Management experience including an assignment as Acting CEO of a large dot com startup capitalized at over $400 million.
• Industry vertical skills in technology, consumer and industrial products, services, strategic planning, process improvement, general management, operations,
• Preparing companies for sale to investors.

Mr. Colberg earned his B.A. in political science and Soviet area studies and an M.A. in linguistics from the University of Illinois where he graduated summa cum laude, Phi Beta Kappa, and Bronze Tablet and was a Woodrow Wilson Fellowship National Designate. He has authored and contributed to numerous books and professional publications, including The Price Waterhouse Electronic Data Interchange Handbook; Better Change – Best Practices for Transforming Your Organization; and Changing vs. Rearranging.

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scoper@techpargroup.com

Steven Coper has a record of leveraging cutting-edge technology and developing transformational strategies resulting in increased revenue and reduced costs for Fortune 500 industry leaders. With over thirty-five years of experience, he consistently collaborates with senior executive teams on setting strategic technology direction and driving operational excellence while aligning technology with corporate vision and revenue goals – both domestically and internationally.

Some of his notable strengths include building and managing cross-functional, cross-business-unit infrastructures, enabling smart teams to implement latest generation technologies and global enterprise business processes, and maximizing competitive advantage and returns on technology investments.

Steve’s skills and experience include:

• IT “Run” Operational Excellence
• IT Strategy and Planning
• IT Sourcing Strategy, Contracts,  and delivery
• Program and project portfolio planning, implementation, and execution
• Application and infrastructure rationalization and transformation
• Process improvement, service level design and management

La Salle University awarded Steve an MBA in Business Administration & Management. He received a Bachelor of Business Administration in Computer and Information Sciences from Temple University. Steve continued his professional development by participating in the IBM Executive Leadership Development Program at Harvard University. He is a certified Project Management Professional (PMP) by the Project Management Institute and has been certified in ITIL V3 Foundation.

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mdrapkin@techpargroup.com

Michael Drapkin combines extensive experience in strategy, technology and project management across financial services firms, government and the arts. A creative achiever, strategist and problem solver, Drapkin has successfully run large efforts ranging from technology implementation to projects spanning multiple companies and continents, as well as business planning, customer acquisition and market analysis. He has worked in financial services, telecom, new media, as well as the arts, and was previously the Chair of Ecommerce management at Columbia University in New York and has two patents pending in the retail space. Drapkin was also a finalist for “The Ten Awards” in New York for Outstanding Business Leader.

ffaeth@techpargroup.com

Mr. Faeth brings more than 30 years of diverse financial services experience to clients. Frank has worked for Lehman Brothers, JPMorgan Chase, Marsh Incorporated, and MasterCard Worldwide. His roles integrated business and technology strategies, created new architectures and resolved operational difficulties. Mr. Faeth is a certified executive coach, coaching executives where business and technology meet. He has certifications in the Myers-Briggs and Emotional IQ assessment tools.

Frank’s skills and knowledge include:

• Executive coaching
• Business and technology alignment
• Application architecture
• Project management

Mr. Faeth earned a BBA degree in Accounting from Bernard Baruch College and a MBA in Finance and Marketing from the University of Chicago.

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sfaiwiszewski@techpargroup.com

Steve Faiwiszewski has over 30 years of experience in Software Development, IT Consulting, and Project  Management.

Steve has successfully delivered projects across multiple technology stacks and industries, such as Retail, CPG Manufacturing, and Financial Services (Banking, Institutional Investing).

Most recently Steve was Senior Manager at Accenture, leading technical product development of the Accenture Performance Optimizer application suite, targeting retailers and CPG manufacturers.

Steve’s skills include:

• Web application development
• Software development product and project management
• Object Oriented Analysis and Design
• SQL Server product stack (SSAS, SSIS)
• Microsoft development stack (C#, Visual Studio, TFS)
• Performance tuning and applications and databases

Steve holds a Bachelor of Science in Computer & Information Science.

jfeldman@techpargroup.com

Jeffrey Feldman has over twenty years of experience as a technology start-up operator and investor. He has core domain expertise in the areas of telecommunications, data communications and specialty materials.

Jeffrey’s experience and skills include:

• The full range of senior executive operating skills encompassing all aspects of the company lifecycle,
• Working with specialty materials, including optical substrates, polymeric coatings and liquid crystals,
• Management of telecommunications systems and services, including broadband data services, Voice-Over-IP services and TV delivery.
• CEO of Everest Broadband Networks
• SVP of Pequot Capital Management

Dr. Feldman received his B.S. in Organic Chemistry from the University of Connecticut and a Ph.D. in Polymer Science from the Institute of Materials Science located at the University of Connecticut. After earning his Ph.D., he completed a post-doctoral study at Montedison’s Research Center in Novara, Italy. He then earned his M.B.A. from the Yale School of Management where he concentrated on Operations Science and Finance.

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cfeuer@techpargroup.com

Charles Feuer is an accomplished attorney and operations/project manager with extensive in-house financial services legal and regulatory experience in creating and executing innovative national legal, regulatory and compliance strategies in aid of the operations he has supported as counsel for banks, lenders and other financial services firms.

Charles’s skills and experience include:

• General counsel and managing operations for consumer and commercial real estate lending operations
• Subject matter expertise in financial, securities and banking regulations
• Drafting of policies, procedures, regulatory submissions, etc.

Mr. Feuer received his Juris Doctor from the Fordham University School Of Law and his Bachelor of Arts in Political Science with a Minor in English, Summa Cum Laude, from Touro College. He is a member of the New York State Bar.

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nfigueroa@techpargroup.com

Nestor Figueroa brings over 15 years of management consulting experience for local companies in Puerto Rico and Fortune 500 corporations in the Insurance, Energy, and Education industry, as well as the Public Sector. After a successful consulting career at international firm PricewaterhouseCoopers in New York, USA, Mr. Figueroa Co-Founded Nagnoi, Inc. in 2003, where today he is responsible for managing and leading the Performance Management Services Practice.

Nestor’s skills and experience include:

• Extensive system development and large project management.
• Lead large implementations in the areas of Integrated Analytics and Performance Management, Data Warehousing and Business Intelligence, Balanced Scorecards, Knowledge Management, Process Improvement, and Change Integration.
• Thought Leader in the area of Performance and Information Management.

Mr. Figueroa obtained his Project Management Professional (PMP) certification in 2005 from the Project Management Institute and holds a Bachelor’s Degree in Industrial and Manufacturing Engineering from Penn State University, University Park, Pennsylvania, USA.

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ofretz@techpargroup.com

Oz Fretz has over 35 years of experience in Information Technology and Management Consulting. He has served as project/program manager for numerous ERP implementations for multi-national companies, managed sales forces at PricewaterhouseCoopers and IBM, and served as President/CEO of B2B Workforce, an IT staffing company that is one of the Randstad, NV portfolio of companies.

Oz’s skills and experience include:

• Information systems strategic planning, application development, and project management
• Sales strategy and sales force management
• Business process analysis and optimization in supply chain, CRM, and finance processes
• Leadership Development
• Industry skills in the CPG, Government, and Manufacturing industries

Mr Fretz earned his B.S. in Systems Engineering from the United States Naval Academy and completed the Executive MBA program at the Tuck School at Dartmouth. He served six years in the United States Marine Corps where he developed and implemented world-wide logistics systems. Mr. Fretz is a twenty-five year member of the American Mensa Society.

jgilboy@techpargroup.com

John P. Gilboy is an accomplished Senior Business & Technology Executive with experience in multiple industries who has been described as a Strategic Business Executive who oversees Information Technology.

John’s skills and experience include:

• Assessment & evaluation, strategic planning, business alignment, organizational alignment
• IT and Corporate governance, application development and implementation, quality improvement, large system ERP
• Global supply chain, complex technology infrastructures, and vendor rationalization & expense management
• He has lead several global business and technology operations in banking, health care, diversified financial services, and consumer packaged goods sectors for companies ranging from start-up to mid-market and Fortune 100

Mr. Gilboy earned his Bachelor’s Degree in Business Management & Administration from the University of Redlands and an MBA at the Claremont Graduate School, Peter Drucker School of Management with additional certificates in Leadership, Strategy, and Management. He has been a member of several professional organizations including the Quest International Users Group (Board Member), Delta Technology’s Alert Food Safety (Customer Board Member), and served in advisory roles to several other technology and consulting company management boards.

sglazer@techpargroup.com

Mr. Glazer has 25 year’s leadership experience supporting process improvement and technology integration for finance, operations, IT and shared service departments.

Stuart’s skills and experience include:

• IT Management, Finance and Cost Transformation, Enterprise Planning and Budgeting (EPB), Shared Services, Strategic Sourcing (Procurement) Transformation, Customer Relationship Management (Sales/Service), Global Project Implementations and ERP
• IT Quality Assurance, Total Quality/Project Management Offices and Steering Committee Management
• Business Case development, redesign and implementation of global, enterprise wide finance, operations, procurement and human resource functions and systems

Mr. Glazer holds a BBA in Economics from The Wharton School – University of Pennsylvania with concentrations in Accounting, Finance and Computer Science.

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agluck@techpargroup.com

bgold@techpargroup.com

Ben Gold has been providing data management, CRM (Customer Relationship Management) analytics, risk management, and business decision support services to Financial Services and Healthcare clients for over fifteen years. He is the President of Temberton Associates.

Ben’s skills and experience include:

• Banking, insurance, finance, brokerage and health care insurance industries.
• Technical data management and analytics expertise.
• Marketing and credit risk.
• Clients included Prudential, Citicorp, Guardian Life, The Hartford, and CIGNA, WellPoint.

Ben has an M.B.A. in Marketing from NYU Business School and a B.A. in Math from Yeshiva University.

jgoldman@techpargroup.com

Joseph Goldman has over 20 years of Technology and Operations management experience in Financial Services Capital Markets.

Joe’s skills and experience include:

• Financial application knowledge spanning the spectrum of both buy-side and sell-side organizations with specialties in Order Management, Trade Flow Execution, Confirmations, Settlements, Portfolio Accounting, Performance and Attribution, Pricing and Valuation, Margin and Collateral Maintenance, Segregation, Client Reporting, Fund Accounting, Subscriptions and Redemptions.
• Financial Systems such as Accounts Receivable, Accounts Payable and General Ledger Accounting.
• Functional expertise across all Equity, Fixed Income and Derivative products, including Alternative Investments such as Private Equity, Real Estate and Life Insurance.
• Operations Management building and leading teams of Global Project Managers and Business Analysts as well as assuming responsibility for various line functions.
• Consulting experience at Dean Witter, Deloitte & Touche and Lehman Brothers and Goldman Sachs.

Mr. Goldman earned his degree in Computer Information Science and Economics at Brooklyn College of the City University of New York.

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agoletz@techpargroup.com

Andy Goletz is an IT professional with over 30 years of
consulting experience in a wide variety of industries, including: Pharmaceuticals, Telecommunications,
Energy, and Manufacturing. Mr. Goletz
has strong program/project management background as evidenced in client
engagements such as: the establishment
of a Project Management Office; the managing of system application
development efforts [e.g., Order to Cash, Manufacturing (MRP), Billing,
Procurement, HR/Payroll, and Financial (GL/AP/AR)]; and the direction of
Customer Resource Management, Enterprise Systems Management, Enterprise
Resource Planning, and Networking and Corporate Internet Portal practices.

Andy has served his clients as Partner in Price Waterhouse and
Managing Director at Business Edge where he served his clients in areas that
included:

• PMO Development & Management
• Large Scale Project & Program Management
• Strategic Information Systems Planning
• Practice Management
• Account Management
• Vendor Management
• Resource Management

Mr. Goletz earned his Bachelor of Arts from
RiponCollege majoring in Mathematics and Economics.

lgonzalez@techpargroup.com

Liel Gonzalez is a product management and marketing professional with over 24 years of experience. Liel spent 22 years of her career at Citibank in various countries.   She has been recognized for building high-performance teams and for her leadership in the successful development and implementation of key retail products, programs and projects.  Among the awards she has received is the First Global Citibank Marketing Award. Liel’s skills and experience include:

• Compliance and Internal Control
• Planning and Managing Audits
• Working with Regulators
• Customer remediation
• Portfolio transfer
• Product development and project management
• People development and building high-performance teams
• Managing cross-functional, cross-border teams
• Advertising, communications and event management
• Process re-engineering

Liel earned a B.S. in Management Engineering from the Ateneo de Manila University in the Philippines and a Certificate in the Supply Chain of Fast Moving Consumer Goods from Maastricht School of Management in the Netherlands.

jgranek@techpargroup.com

Jacob Granek is a technology management executive with 35 years of corporate experience within the Financial Services industry successfully leading software development organizations in application development, systems integration, applications support and staff outsourcing. Jacob’s primary focus during his career has entailed working closely with trade support middle office and securities back office operation senior management building and integrating technology solutions that improve business processes while insuring that financial and regulatory control requirements are adhered.

• Spent many years at various broker dealer firms on Wall Street, spanning a wide breath of the business sector including retail and institutional brokerage, investment banking, online brokerage, and other related businesses.
• Managed and implemented various system integration initiatives resulting from mergers or acquisitions and enterprise level industry initiatives.
• Provided technology leadership in the establishment of several expanding business initiatives.
• Experienced in program management and process improvement frameworks utilizing Systems Development Life Cycle methodology and integrating CMMI (Capability Maturity Model Integration), ITIL (Information Technology Infrastructure Library), and CobiT (Control Objectives for Information and related Technology) disciplines, employing Six Sigma best practices

Mr. Granek holds a BS in Computer Science from Loyola Maryland.

bgreenberg@techpargroup.com

Dr. Bram Greenberg is a clinical physician with over twenty years of experience in the pharmaceutical industry, having served in positions of increasing responsibility in Big Pharma. At the time he left Merck & Co., he was Executive Director & Department Head, Medical Services, responsible for oversight of all of the Company’s medical information and communications activities in the U.S.

Bram’s experience and skills include:

• Managed all medical informational responses to health care professionals for all Merck products in the U.S. (up to 500,000 customized responses annually).
• Directed the information technology activities that provided medical informational support services to the Company. Managed the complete re-design of medical information computer systems.
• Directed all medical educational programming for entire U.S.-based Merck sales force.
• Developed processes and systems for, and supervised medically-related customer response activities in the U.S. through Merck’s Call Center.
• Led technology-based initiatives in education and Merck’s Internet-based communications activities. Led efforts to evaluate external technology-related medical opportunities and championed new technologies to increase the efficiency of Merck activities.

Dr. Greenberg received his undergraduate degree, summa cum laude, in Computers & Medical Technology from the University of Pennsylvania. He went on to medical school at Drexel University College of Medicine and did a residency in Pediatrics at Jefferson Medical College. Bram is board-certified in Pediatrics and practiced Pediatrics prior to joining Merck.

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agreissman@techpargroup.com

Adam Greissman has over 25 years of hand-on technical architecture and software development experience. He is a software engineer specializing in real-time and batch data management applications in the financial services industry.

Mr. Greissman’s skills and experience include:

• Development of industry specific XML dialects, real-time transaction processing for Internet applications and high volume batch processing for financial institutions.
• Development of proprietary trade analytic and reporting systems for an equities hedge fund and the implementation of real time market data capture and ticker plant using the TierBroker middleware platform that he himself developed.
• Implementation of new trading and risk management systems for emerging market credit derivatives.
• Founder and CEO of Universal Data Interface Corporation (http://www.udico.com) which specialized in middleware for linking desktop and enterprise applications to XML, SOAP and Web Services. He is the principal author of the (TierBroker) server platform.

Adam served as a Director of Financial Services Consulting at PricewaterhouseCoopers LLP for seven years.

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bgrosberg@techpargroup.com

Robert Grosberg is an experienced management professional and IT executive with over 30 years in the industry, dedicated to the effective support of business objectives and user requirements, with extensive experience in planning and managing information systems activities and resources.

Bob’s experience and skills include:

• Worldwide support, corporate restructuring, system development and implementation, project evaluation, acquisition analysis, budget management, project and staff management, data center consolidation, vendor negotiations, hardware and software upgrades.
• Core corporate and financial systems, and specializing in the legal, accounting, insurance, financial services, real estate, entertainment, and utilities industries.
• Chief Information Officer for J.H. Cohn, LLP. White & Case, LLP, Chief Operations and Information officer at Mont D’Or, Chief Information Officer at Sills Cummis, Systems Vice President at American International Group, Inc., Chief Information Officer at Chase Automotive Finance, CIO at Olympia & York Companies (U.S.A.) and Systems Vice President at the Coca Cola Company’s Entertainment Business Sector.

Mr. Grosberg earned a M.S. – Operations Research from Columbia University, a B.A. in Mathematics, from Yeshiva University, Magna Cum Laude and a B.H.L. – Hebraic Studies, Yeshiva University, Summa Cum Laude.

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amir.halfon@gmail.com

Amir Halfon is a senior-level IT professional with more than fifteen years of experience, specializing in Cloud, Big Data Analytics and large scale enterprise architecture, with a particular focus on the Financial Services industry. An accomplished leader with a proven track record in helping large organizations as well as startups achieve their goals, possessing a unique blend of business and technology experiences, highly effective at architecting technology solutions that align with business goals. Amir’s Background includes:

• Established Big Data strategy encompassing eight product lines; focal point in defining strategy between business, engineering and customer base (Oracle).
• Defined cloud architecture and APIs and lead development efforts. (Sun Microsystems).
• Oversaw complete product lifecycle from early ideation through successful launch and adoption, as well as round C financing. (Rocana, Inc.).
• Re-architected indexing system to handle over 100,000 complex calculations within minutes rather than hours using distributed computing. (Standard and Poor’s).
• Lead modernization of payment processing service; formulated architecture and mentored development teams (ADP)
• Developed industry strategy and owned solutions portfolio; developed value proposition; led roadmap and use case definition (MarkLogic).

Mr. Halfon earned his degrees at Columbia University, New York, NY where he received a degree in Computer Technology and Applications: and Manhattan School of Music, New York, NY, Master of Music (Composition) Bachelor of Music (Dean’s List).

fhazan@techpargroup.com

Fred Hazan is a trusted advisor and strategic associate to senior-level IT executives on technology solutions that drive corporate performance. With 15 years as an internal consultant at PricewaterhouseCoopers LLP and 12 years managing critical financial service application development at Bank of New York; Fred presents clear, jargon-free insights to aid in the understanding of relevance and best use of technologies to business leaders.

Fred’s skills and experience include:

• Business & Technical Strategy
• Security Solutions / Large Scale Global Architecture
• Supplier Selection and ITIL Management
• Cloud / Mobility VPN & Network Optimization
• Program / Project Management / Simplification & Cost Reduction

Mr. Hazan holds a BS degree in both Computer Systems & Finance from the American University in Washington DC

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mherman@techpargroup.com

Mindy Herman has 25 years of cable, TV distribution, TV production, digital, international and advertising experience.

Currently, Ms. Herman is the co-founder and acting CEO of Direct to Fan, LLC, a location-based mobile platform that delivers free digital media to fan’s mobile device when he or she is within the “proximity” of a DtoF geo-fence or beacon device.

From 2005 to the present, Ms. Herman has rendered consulting services for numerous mobile, web and TV media companies and start-ups, through her own boutique media consultancy, LuLa Media and, more recently, through her association with TechPar Partners. Clients have included, Blacksquare, Participant Media, MIT Labs/Pinbit, CineExpress, Comcast and others.

Ms. Herman was the recipient of the 2002 Woman of Vision in Cable Award and served on the CTAM Foundation Board of Directors. She also served on the Board of Directors of the International Council of the National Academy of Television Arts and Sciences.

rhoffman@techpargroup.com

Mr. Hoffman is a noted CIO, business executive, IT/IS leader, and seasoned veteran of matrixed, global enterprise environments. Distinguished career characterized by an ability to step-in, assess “as-is”, drive change and reverse underperformance through ideation and execution of compelling long-term IT strategies aligned with overarching objectives and fiscal capacities of the business. Common thread of experience is creation of Shared Services IT entities within global enterprises that solidify infrastructure, enable Cloud migration, diversify labor spend options, improve the functionality of service centers, and ameliorate risk and cyber security profiles. Has personally delivered hundreds of millions of dollars in annual savings to diverse companies.

Mr. Hoffman has a Bachelor of Science, Business Administration; majors in Finance and Management Science (Statistical Analysis and Quality Control) from California State University-Northridge

ehoffman@techpargroup.com

Mr. Hoffman has over 20 years of management consulting, business intelligence analytics, and finance experience with varied responsibilities, including: assessing, designing, and implementing a broad range of organizational, process and business intelligence solutions for Fortune 500 companies as well as managing diverse teams. He is a versatile professional; articulate communicator and inter-personally skilled team leader.

Mr. Hoffman has a B.S. Business Administration and a MAcc Master of Accounting from the University of Southern California. He is also a Certified Public Accountant (CPA)

bhumphrey@techpargroup.com

Bill Humphrey is a tenured executive with a successful track record of leading production services, digital distribution and technical operations on a global scale for major studios, broadcasters and post-production companies including Sony Pictures Entertainment, Turner Broadcasting Systems, Technicolor and NEP Broadcasting. Bill also has extensive strategic planning and consulting experience including executive positions with IBM and Next Left. Bill is an expert in leveraging technology and utilizing a strategic approach to operations and sales to improve financial results.

Bill is currently General Manager, Hudson Media Properties with operational and financial responsibility for Sunset Gower Studios, Sunset Bronson Studios and Ocean Way Recording. Most recently Bill was Senior Vice President Sales & Marketing at Point360, an industry leading digital media service company.

Bill is the recipient of the National Academy of Television Arts and Sciences Technical Emmy, Sony’s 50th Anniversary Innovation Award, Ad week’s Icon Award, and the Anthology Film Archive Award. Bill built the first DVD production facility, conceived and implemented the first digital restoration program, introduced the first 3D Blu-ray products to market, designed the first film studio enterprise digital asset management systems, and built state of the art broadcast, satellite uplink, post production and digital distribution facilities and services.

ekaplan@techpargroup.com

Esther Kaplan has over 20 years’ experience delivering significant business results through delivery of technology programs.  As a consultant and Senior Director, Esther has significant experience in managing complex programs and ensuring their alignment to organization strategic and transformation goals. She has successfully implemented strategic plans, organization transformation, substantial cost reduction initiatives and large-scale global programs.

Esther’s skills and experience include:

• Outsourcing strategy, contract negotiation and delivery
• Large program and project planning and implementation
• Application rationalization and transformation
• Process improvement

Ms. Kaplan holds a BA degree from University of Toronto.

ckapsomera@techpargroup.com

Celia Kapsomera is a strategy, operations and risk management professional based in the Greater Metropolitan NY area. She specializes in Strategic Planning and Enterprise Risk Management (ERM) of Property and Casualty insurance and reinsurance companies.

During her over 25 years of corporate career with mostly international reinsurers, she worked with all areas of re/insurance operations and applied her knowledge across Finance & Accounting, Underwriting, IT, Actuarial, and Claims as a Senior Risk Manager reporting to the Executive Management of subsidiary and parent companies. Within Finance, Celia has managed strategic and financial planning and reporting, analytics and metrics, as well as governance, risk and compliance projects. She has worked extensively with internal and external auditors, state examiners and consultants.

Celia demonstrated acknowledged effectiveness in managing projects requiring coordination between business units and information systems and communication with all levels of an organization.

Celia’s skills and experience include:

• Strategy development, planning, and execution
• Risk management framework design and application across lines of defense
• Operational workflow strengthening and controls evaluation
• Business transformation and process improvement
• Large program and project planning and implementation

She has participated in conference panels and contributed to industry reports. She currently serves as a Lecturer in the ERM program of the School of Professional Studies at Columbia University in New York delivering Master courses in Risk Management.

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bkennedy@techpargroup.com

Bob Kennedy is an accomplished Business Consultant with successful background in supporting senior management develop and implement solutions to Strategic, Process or Technical challenges. Bob has over 30 years of experience in Information Technology, Finance and Management Consulting as a partner in PricewaterhouseCoopers and IBM Management Consulting organizations

Bob’s skills and experience include:

• Optimizing the Finance Function: Support the role of CFO through Finance Transformation including Process Optimization, Organization Rationalization, Technology Implementation & leveraging data for Business Analytics.
• Information Technology to Business Integration: Guiding change across the enterprise to optimize business results through leveraging technology including on premise or cloud based solutions. Efforts guide development and implementation of IT Strategy including application and infrastructure roadmaps.
• Program Management of large scale projects; typically Merger & Acquisition Integration, Large Business & Technology Transformation programs or ERP implementations & optimizations. Bob has led the successful completion of over two dozen ERP implementations.

Mr. Kennedy earned his B.S. in Business Administration from the University of South Carolina and an MBA from Winthrop University

skessel@techpargroup.com

Seymour Kessel is a 35 year Finance and Technology executive with extensive global management experience and a proven track record encompassing project and line responsibilities. In his more than 31 years at Credit Suisse, his experience has spanned various organizations in the Bank, having worked within and across Finance, IT, Operations, and Sales & Trading. Within Finance, Seymour has managed reporting, metrics, analytics, budgeting, forecasting, and strategic plans (1, 3 and 5 years). As an IT professional, Seymour worked as a business analyst, liaising between end users and technologists. He has worked extensively with consultants and auditors from PwC, E&Y, KPMG, McKinsey, BCG, and IBM.

Seymour’s skills and experience include:

• Evaluation of Restructuring and Realignment business initiatives. Analysis includes applicability, feasibility, cost-benefit, and return on investment.
• Functional lead for the implementation of the PeopleSoft Financial suite of products –
  G/L, A/P, Fixed Assets, Purchase Order, and ePro.
• Redeployment of regional financial functional support teams to a central 24/6 operation in Singapore.

Seymour is a Phi Beta Kappa graduate of Rutgers University with a Bachelor of Arts in Accounting and Economics. His professional licenses and certifications include: CPA – New York State, Series 7 and 63 securities licenses, and PRINCE 2 certification.

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akornbluth@techpargroup.com

Avery Kornbluth is an experienced hands-on technology executive and strategist with outstanding consulting skills. He has a proven track record in managing the implementation of innovative technology products and solutions, with extensive expertise in strategy, architecture and operational efficiency.

As a CTO and COO, Avery has built a career helping small and large global companies grow their business and improve profit margins through advanced software architecture and efficient operational planning. Avery has enjoyed a successful management career including key positions with well-known firms such as IDT Telecom, ING Barings, and Lehman Brothers, and start-ups like Amplification Technologies and MAP International. He has consistently helped increase sales, expand market share, reduce costs, and streamline operations in a wide range of situations.

Avery’s experience includes:

As CTO for IDT Corp, Avery led the global MIS, Engineering and Operations, IT, Platform Development and Program Management Office departments that supported revenue growth from $800MM to $2.5B. Avery had management responsibility of 480+ people with over $100 million annual budget.

As CTO for Grace Healthcare and Alaris Health, Avery architected their Technology and Operations strategy resulting in over $290k in annual operational savings for the company. Also successfully initiated projects for EHR, Cloud solutions, Hosted Desktops, Mobile App development, Digital forms, Online Document Management and Social Media.

As COO for Amplification Technology Avery architected their Technology Strategy and managed all operations. This strategy was successful in bringing the company’s products to market generating over $3MM in revenue.

skrasner@techpargroup.com

Scott M. Krasner is a Strategy Execution, Mergers & Acquisition, and Change Management specialist. He has over 40 significant client engagements, from Fortune 100 to early stage clients. His business focus spans strategic and business planning, merger due diligence, planning and execution, business transformation, business metrics and data analytics, and change management. In addition to a long consulting career with Price Waterhouse, Deloitte & Touche, and IBM Consulting, Scott has served as an Interim Director of Planning, and Interim Chief Administrative Officer.
Scott’s experience includes:

• Led Enterprise Strategy And Marketing, for a Venture Backed E-commerce and ERP integration firm, co-founded by former IBM Vice Chairman. Helped grow technology service startup from $2M in revenue / 40 employees, to $40M+ / 270 employees. Consolidated 4 divisions, 7 services and 50 “offerings” into 2 operating units with 5 offerings, resulting in better focus and 65% CAGR.
• Delivered business transformation services to Banking and Telecommunications clients to implement enterprise strategy, merger planning and integration, revenue optimization, business process effectiveness, and enabling technology initiatives in CRM Payments, Project Office, Finance, and HR. Reduced IT spend for Payments by $25M+ per year by re-categorizing priorities and needs for over 700 post-merger initiatives, cross-LOB negotiated resource allocations, and aligning delivery with resource availability.
• Planned and delivered Strategic and Operational consulting services to Financial Services other clients to implement regulatory due diligence, turnaround planning and restructuring, revenue optimization, and cost reduction. Chairman’s Award for distinguished client service. Transitioned from Direct Support to Shared Services model for Finance, Administration, HR, and IT by leveraging skills across LOBs, minimizing redundancies, and reducing support costs by over $30M per year.

Scott holds an MBA – Finance & Operations Management from Columbia University Graduate School of Management, Non degree Business Studies at The Wharton School, and a BA – Government from Colby College. Scott co-authored, with the late George Stevens, Knowledge Management – The Bedrock of Corporate Strategy, (Performance Improvement, September, 2001).

wlayfield@techpargroup.com

Will Layfield has 3 decades managing, building and advising internal audit, risk and compliance assurance functions in major banking, securities and asset management firms.   He believes success overcoming complex risk and regulatory challenges requires auditors to be collaborative, agile and technologically talented.  A Chief Risk Officer and twice a Chief Audit Executive, he understands the importance of this linkage.  Based in New York, Hong Kong and London he has worked extensively in Japan, Australia and Mexico.

His experience and skills include:

• COSO and Enterprise Risk Management
• Transforming audit departments
• Utilizing Data Analytics and Analysis to achieve audit objectives
• Anti-Money Laundering, Sanctions and Fraud risk assessments, internal controls and testing
• US and New York State Banking Regulations
• The needs of Audit and Risk Committees
• Relationship management responsibilities with Regulators
• Authoring auditing policies and methodologies
• Managing audit quality control programs
• Mentoring

Will is a Certified Internal Auditor, Certified Fiduciary and Investment Risk Specialist, Certified Compliance and Regulatory Professional and a Certified Anti-Money Laundering Specialist. He also Qualified as a Charted Accountant.

blerner@techpargroup.com

Brandie Lerner has 30 years experience in the IT/pharmaceuticals and records management arenas. At Pfizer, Brandie directed the IT department of their Brooklyn, NY manufacturing facility, where her team serviced 1,100 users in all aspects of software development and implementation, database administration, technical writing, and network/application/desktop support.

Ms. Lerner’s skills and experience include:

• Certified software quality assurance auditor
• expertise in GxP systems evaluation, development, validation, and implementation
• experienced in dealing with the FDA and other regulatory inspectors

Brandie has an M.S. in Computer Science from DePaul University and a B.S. in Information Science from Northeastern Illinois University.

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amimo@techpargroup.com

Alex Mimó has over 20 years of experience as a technical architect and systems development manager. He has advised globally innovative technologies and architectures and more effective software development methods, and best practices.

Alex’s experience and skills include:

Consumer Credit, Brokerage, Insurance, and Software Development industries.

Proven track record as a Software Architect for highly complex, large-scale business applications.

Lead Architect and Mentor on a 400-person development effort mentoring client staff on Object Oriented Analysis & Development techniques.

Legacy Migration strategy and Data Conversion processes.

Hands-on experience designing and implementing distributed applications using various Analysis and Design techniques, Relational Databases, J2EE, Web Technologies, and Application Servers.

Litigation support

Mr. Mimo earned his B.A. Computer Science at Boston University.

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rnahra@techpargrop.com

Rana Nahra, an experienced Senior Consultant with international exposure, has a proven track record in helping, educating, and supporting clients to meet their regulatory and compliance requirements, including identifying and mitigating their risks related to Anti-Money Laundering (AML); Foreign Corrupt Practices Act (FCPA); Anti-Bribery Anti-Corruption (ABAC); Economic and Trade Sanctions, and Third Parties.

Rana’s background is a career spanning 15+ years in project consulting in accounting, audit, risk, and compliance, complemented with a strong understanding of necessary systems and tools to accomplish successful project outcome.

Rana’s skills and experience include:

• Know Your Customer (KYC)
• AML Transaction Monitoring/Systems Review/ AML Remediation
• Global Sanctions, PEP, and Negative News Screening
• Reporting and Optimization of AML and Sanctions Screening Processes
• User Acceptance Testing (UAT)/Data Sources/Elements and Source Systems
• Data Quality Validation and Assurance
• Business Process Improvement, System Analysis
• Vendor Management

Rana is a Certified Fraud Examiner (CFE), Certified Anti-Money Laundering Specialist (CAMS), and received her BA in Public Administration, and MBA in Global Studies, and holds a Graduate Certificate in Forensic Accounting and Fraud Examination.

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bnichols@techpargroup.com

Barbara Nichols is an accomplished Information Technology professional with 30 years of experience assisting clients and software vendors to develop IT solutions and products to leverage data and information to their strategic advantage. Barbara has specialized experience in metadata modeling and management with a focus on integration in repository-based environments.

Barbara’s experience and skills include:

• Founder of the consulting company Metaview360.
• Financial Services implementation of ‘best practice’ data management, data integration, data warehousing, metadata management, and information systems architecture.
• Data quality assessment, data analysis, data modeling, ETL processes and business intelligence implementation using integrated metadata repository.

Barbara is a frequent speaker at DAMA and the Wilshire Conferences on the topics of integrated metadata life-cycles, data governance, data architecture, and information management. She holds a Bachelor of Science in Economics from the University of Michigan.

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gids26@yahoo.com

Mr. Pell is an Enterprise Risk Management expert who looks to leverage his extensive experience in creating risk management programs to help senior executives and managers raise the maturity of their risk management systems and processes.   Gideon is a senior financial services and risk management professional with a unique blend of technical and business acumen, effective in implementing innovative risk frameworks, tools and infrastructure, and working collaboratively with the business to navigate diverse stakeholder need and champion best practices. His background includes:

• Served as the Chief Risk Officer of New York Life
• Built a Data Warehouse and set up Enterprise Risk Management Systems for independent valuation and risk analysis of global capital markets businesses of a major trading bank
• Developed robust risk methodology for measuring Economic Capital and Liquidity position of life insurance company, through innovative use of economic scenario generators (ESG), stochastic simulation of assets and liabilities, behavioral assumptions, and stress testing of extreme scenarios, blending in-house methods with external tools.

Mr. Pell earned a B.Sc. – Mathematics, first class honors, Imperial College of Science and Technology, London, UK, 1980.

jrosen@techpargroup.com

Joseph Rosen, Financial technology subject matter expert – extensive, hands-on, operational and marketing experience with all aspects of financial markets technology, from varied organizational perspectives

Mr. Rosen’s experience and skills include:

• Widely published lecturer on electronic trading, market structure and risk management trends in the major global financial centers. Authored six books, hundreds of articles, hundreds of conference presentations.
• Advised dozens of senior industry executives on the use of technology in global capital markets
• Former Managing Director, Trading Technology and Head of Technology Marketing at New York Stock Exchange (NYSE).
• Founding Chief Information Officer and Director of Quantitative Research for Highbridge Capital Management, and Dubin & Swieca Capital Management.

Joseph earned an MBA in Finance, Marketing and International Business from Columbia Business School

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jrosenholtz@techpargroup.com

Joseph Rosenholtz is an Executive Consultant with 20 years of experience defining the strategies and managing the processes that help IT succeed in meeting and exceeding business expectations.

Joe’s experience and skills include:

CIO (consulting) for Citibank’s multi-strategy hedge fund where he reengineered a technology department of more than 80 professionals on three continents, slashing nearly 40% of a 25m budget within two years, while dramatically reducing operational risk and improving systems uptime and reliability.

Chief Architect and Project Manager leading major initiatives on behalf of the Alden Global Capital, Bank of America, AIG and other major financial services firms.

Successful implementations of large-scale systems for trading, banking, Customer Relationship Management (CRM) and compensation.

Delivered solutions for the Insurance, Healthcare and Transportation industries.

Joseph is an accomplished speaker and lecturer and has published articles and lectured on technology.

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jrothstein@techpargroup.com

Jay Rothstein has more than thirty years of experience in information technology and procurement with an emphasis on Software Procurement in Financial Services.  In his career, Jay has participated in the negotiation of approximately 200 technology procurement contracts, primarily as the lead negotiator and/or cross functional team lead.  Approximately 100 of those contracts were for software. Jay is currently serving as an expert witness for litigation on Software Procurement.

Mr. Rothstein has been a Certified Information Systems Auditor (CISA) since 2006.  He has participated as a consultant in internal audits on regulatory regimens and information technology at Fannie Mae, HSBC, Citigroup, and the Bank of China.

Jay earned his Bachelor’s Degree cum laude from Harvard in History and Literature and his Masters Degree from Columbia in Linguistics.  He has published articles in Information Technology, and Procurement and Audit.

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irozenberg@techpargroup.com

Igor Rozenberg has been serving Fortune 500 companies for over 25 years as an accomplished and professional IT Architect and Engineer, providing design and development services including data driven analytics and business decision support.

Igor’s skills and experience include:

• Azure Cloud Data Lakes, Data Lake Houses, Data Warehouses, Data Marts
• Inman, Kimball, Data Vault shaped Data Repositories
• Business Intelligence & Reporting
• Data Visualization
• Data Integration

Igor has participated in over 150 information technology projects in different industry verticals, including banking, finance, insurance, healthcare telecom, retail and media.

He earned an M.S. in Computational Mathematics from Ukrainian State University.

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vschabes@techpargroup.com

Victor Schabes has over 20 years of Business Development, Marketing and Sales Management experience, the last 15 of which were spent in leadership roles at a variety of small and large companies in the Technology and Communications sector.

Victor’s experience and skills include:

• Leading a Global Services account team at AT&T maintaining and growing $25 Million in Professional Services sales.
• Opening, Managing and Growing the North American sales office for a Telecom and Media Revenue Assurance and Billing software company.
• Leading the Business Development and Sales organization for a Healthcare sector Software Integration and Consulting firm.

Victor holds a BBA from Baruch College of CUNY. In addition, Victor has been recognized for excellence in Professional Services and Sales by such companies as: AT&T, Verizon, Qwest Communications, AllScripts, and Nuance Healthcare.

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wschumm@techpargroup.com

Mr. Schumm brings more than 37 years of diverse financial services experience backed by a consistent record of accomplishment. He has built high performance work teams including restructuring both front and back office operations. He has proven leadership and solid foundation in strategic planning, product development and project management.

William’s skills and experience include:

• Call center planning and design
• Reengineering of operational processes, procedures, and controls
• Presentations to executive teams including: Board of Directors; Rating Agencies; Investment Bankers; Federal Regulatory Agencies
• Corporate strategy and products evaluations for private equity investments
• Due diligence of acquisition targets
• Executive Leadership positions such as Chief Credit Officer; Chief Risk Officer; Chief Operations Officer

Mr. Schumm holds a BA degree in Modern Languages from Seton Hall University and a MBA degree in Executive Management from Fairleigh Dickinson University.

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bschwartz@techpargroup.com

Barbara Schwartz has over 25 years of experience in Information Technology management. She has held IT leadership positions at Dun & Bradstreet, Citibank and Wolters Kluwer, and in a consulting capacity at Time Warner and several nonprofit organizations.

Barbara has built and led global teams and achieved success managing large programs, including outsourcing, systems implementations and process optimization.
Barbara’s experience and skills include:

• Executive Director of IT for two of the four business divisions at Wolters Kluwer, a global publisher.
• Vice President at Citibank, working on eCommerce solutions for small businesses.
• Managing Outsourcing implementation at Wolters Kluwer, for infrastructure, and then applications development/support.
• Consulting at Time Warner for development of multiple extranet applications for transportation logistics.
• Program Management at Dun & Bradstreet for alliance with SAP to embed D&B data in SAP software.

Ms. Schwartz received her Masters degree in Public Administration from New York University, and started her career in the public sector.

sendrovic@techpargroup.com

Israel Sendrovic served for 33 years at the Federal Reserve Bank of New York (FRBNY), 19 of those years as its CIO and 15 years as a member of its Management Committee.

While at the FRBNY his accomplishments included:

• Developed and ran Fedwire, the world’s premier funds transfer system, at “five nines” availability with real-time contingency capabilities.
• Also provided oversight to all phases of the successful design, development, deployment and operation of the private-sector owned Continuous Linked Settlement Bank System (CLS) formed to reduce risk in the daily settlement of foreign exchange transactions in excess of one trillion dollars.
• Represented FRBNY on the Bank of International Settlements Group of Computer Experts for 20 years and chaired its Working Party on Security Issues for nine years.
• Headed the G-10 task force that produced the study on Security of Electronic Money. He also advised central banks and international organizations on payment systems and technology issues.

Mr. Sendrovic holds a BS in Mathematics from Brooklyn College and an MS in Operations Research from New York University.

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kshurgan@techpargroup.com

Ken Shurgan has over 30 years of experience delivering significant business results through technology.  As a consultant and Senior VP, Ken is a global financial services professional effective at liaising between business and technology as well as communicating with all levels of an organization. Highly effective in:

• Governance, Risk and Compliance
• FFIEC Cybersecurity, NIST, SOX, and CECL project management
• Financial, Operational and IT controls
• Strategic information technology planning
• Process improvement, service level design and management

Mr. Shurgan an MBA in Computer Science from Pace University, NY   and a BBA in Public Accounting form Hofstra University, NY.

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msong@techpargroup.com

Michael Song has been over 25 years an experienced technology entrepreneur and investor; founding partner of Rustic Canyon Partners, the largest venture capital fund in Southern California with over $850 million under management.

• Mr. Song led over 40 deals in emerging technology, specifically consumer-facing enterprises, digital/traditional media, e-commerce, B2B services, security software, as well as business information services.
• He Significant C-suite experience (several engagements as CEO, COO, CFO) and has also sat on 30+ company Boards, including two publicly traded companies. He is an active angel investor in SoCal and is a tech entrepreneur who also started four other companies in the e-commerce and energy sectors.

jsouth@techpargroup.com

Jeremy South is an IT technical business professional with over 30 years of experience in utilizing best business practices to achieve success. Serving as a trusted advisor and confidante to executives, management teams, and organizational partners, Jeremy has consistently achieved successful outcomes during times of crisis, uncertainty, and within the most challenging environments. By empowering management to make wise decisions, aligning IT and management goals and fixing otherwise intractable IT and business problems, he has a track record of delivering results to the benefit of his customers.

Jeremy’s skills and experience include:

• Providing effective liaison between business and IT as well as communicating with integrity to all levels of an organization.
• Running large accounts in diverse industries, including Financial Services.
• Establishing an Applications Development Group in Malaysia servicing Financial Institutions worldwide achieving required standards on operating procedures and reporting.
• Developing and managing successful outsourcing programs.
• RFP development and management.

Jeremy attended London University in the UK, where he obtained his Bachelor of Science honors degree in Mathematics with particular focus on numerical analysis and computer science.

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astolitzka@techpargroup.com

Alex Stolitzka has over 25 years experience in the financial services industry. He is a hands-on business manager with a unique background in Compliance, Project Management, Client Remediation, Technology Re-Engineering and Global Management.

Mr. Stolitzka’s skills and experience include:

• Leading major AML and Market Surveillance implementations for budge bracket financial firms
• Delivering large Program and Project efforts that met time-to-market, cost and scope objectives frequently mandated by regulatory agreements
• Customer Remediation planning, execution, work flow and metrics
• Balance sheet, regulatory capital, liquidity forecasting and management

Mr. Stolitzka holds a Masters of Business Administration from Columbia University and a Bachelor of Science in Industrial Administration with a Minor in Metallurgy from Carnegie-Mellon University.

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mtasooji@techpargroup.com

Mr. Tasooji has over 20 years of experience in leading large scale global IT organizations in industry leading Fortune 500 firms. He has managed development and execution of business transformation strategies of various scales. Mr. Tasooji has a proven track record in successful execution of initiatives that result in substantial value for the enterprise; increase in revenue, margin, customer satisfaction, and consumer sentiment, as well as innovations that result in competitive advantage. Michael was the CIO of Quiksilver, Inc., EVP and CIO of the Gap, Inc. and the Global CIO of the Walt Disney Company.

Mr. Tasooji’s skills and experience include:

• Developed and implemented a comprehensive IT strategy to rationalize operating model, organization structure, and governance.
• Led development of a comprehensive Guest-centric Resort Operations Systems Architecture for the largest global leader in the hospitality and theme parks industry.
• Completed execution of a 3-5 year strategy to completely revamp IT capabilities for the largest vertical specialty retailer, including technology infrastructure for over 3,100 retail stores, e-Commerce system, Financials, Supply Chain and Logistics systems, Store Operations systems and POS, and blueprint for Omni-channel capabilities.
• Successfully led teams to execute various industry specific projects including Planning and Supply Chain Optimization for Apparel and Footwear, Contract Management for Pharmaceutical, Participation Accounting and Accounts Payable for Studios.

Mr. Tasooji holds an BA and an MBA from the University of Southern California. He served on the Corporate Advisory Board of the USC Marshall School of Business and the CIO advisory board for Oracle Corporation.

jtiglias@techpargroup.com

John Tiglias is an accomplished IT Executive with over 30 years experience in technology management, professional services and helping companies achieve value and innovation. He has an extensive background as a Chief Information Officer for multi-national enterprises providing the leadership and vision to successfully deliver solutions in the areas of Strategic Planning, global ERP implementations, Supply Chain Optimization, CRM, eCommerce and Business Process Reengineering.

Mr. Tiglias’ career accomplishments include:

• Served as CIO for Sharp Electronics, leading a global initiative that integrated factories and business operations worldwide using a standard ERP platform. John was also responsible for the development of e-Commerce solutions linking retailers, distributors and end users of consumer electronics and business products, creating virtual channels for new business initiatives and providing technical and customer support.
• Served as CIO of Insignia Financial Group, John created a unified technical architecture for messaging, collaboration, CRM and financial reporting for a global market leader in integrated financial and real estate investment and management services.
• Served as CIO for Carl Zeiss, Inc., where he was an early adapter of SAP’s ERP software that allowed the organization to integrate its supply chain and implement consolidated financial reporting for strategic business units and foreign subsidiaries.

John has taught Information Systems Management at the Iona College Hagan Graduate School of Business. He holds a Bachelor of Arts degree in Economics from Fordham University and Master of Science degree in Computer Science from Polytechnic University.

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rungar@techpargroup.com

Richard Ungar is a senior management consultant, with over 30 years of Information Technology; Project Management, Program Management, Project Management Office, Business Analysis, Quality Assurance and IT Training experience. He fully understands business and is results and profit oriented. Rich works with end users and technical staff in order to develop, facilitate and roll our computer applications that fully meet the needs of the user at affordable costs and expected delivery schedules. Rich possesses extensive experience in the financial, brokerage, wholesale and retail industries.

Highly effective in: Project/Program Management, PMO, Strategy Development, Budgeting,  Business Analysis, User Requirements, Systems Design, Metrics Reporting, Quality Assurance/User Acceptance Testing and Integration Testing

Richard’s skills and experience include:

• Feasibility Studies, Strategic Planning Sessions, User Requirements, Package Evaluations and total systems development projects – from start to finish
• Budgets, resource planning and allocation, business & IT specifications, application development, testing and implementation as well as senior management status reporting
• Survey of the shared support departments of Chase to develop recommendations for improving operating efficiency. Presented over 75 recommendations for improvement and computerization, many of which were implemented during the same year
• Architected, designed, built and managed an Integration Test Facility for Development, User and Acceptance Testing for SIAC
• Set up a Project Management Office for an Infrastructure Support unit of a multi-billion dollar organization

Mr. Ungar attended NYU for his MA in Computer Applications and Information Systems

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curbania@techpargroup.com

Carl Urbania was Senior Vice President and the Global Chief Information Officer of Thomson Reuters. Prior to joining Thomson, Carl was Director of Information Technology for Time Inc. He has also held positions at John Wiley & Sons, Bristol Myers, Pfizer Inc. and Lever Bros. Co.

Mr. Urbania’s skills and experience include:

• Responsible for creating a shared services function to provide business systems capabilities for the Learning Market Group, a $2.4 billion enterprise
• Implemented technology strategies and systems to support product development to drive revenue growth and sustainable competitive advantage
• Founding member of Thomson’s Technology Council and has been instrumental in driving strategic technology initiatives across all of Thomson

Carl received his Bachelor of Arts degree in economics from the City College of New York and has completed graduate-level studies at George Washington University.

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