Matteo Rizzi Biography
Matteo Rizzi, Entrepreneur, Venture Partner, Societe Generale, Author of ‘Fintech Revolution’ & ‘Talent & Rebels’, One of the 40 most influential FinTech executives in Europe
Matteo is one of the most recognized and respected faces in the FinTech industry globally with plenty of accolades. He has over 20 years of expertise and deep connections amongst global banks executives, startups and investors.
talian by birth, the global executive conducts business in Italian, English, French, Portuguese and Spanish.
Matteo also holds a University degree in Computer Science from the University of Genova and a Postgraduate degree in Financial Transactions from Solvay Business School. He spent 13 years as a key executive at SWIFT, where he held various positions from sales to global account management.
In 2007, he founded swiftcommunity.net which was built based on the experience he gathered from designing italiansonline.net, the world largest Italian expat portal that came to life in 2003, way before Facebook was born. He also Co-founded Innotribe, the innovation arm of SWIFT in 2008. From there, he launched the renowned Innotribe Startup Challenge, which is the first global challenge for FinTech entrepreneurs, as well as the Enablers group; a cross-industry group mentoring Innotribe and SWIFT on strategy and financial trends.
Eileen has over 20 years of financial services marketing leadership at well-known brands financial brands-- BlackRock, Charles Schwab and Wells Fargo Bank-- as well as fintech companies such as PENSCO and LendingClub.
Eileen has built and lead all aspects of marketing - brand strategy, growth, multi-channel, events, education, social media, public relations and has spent most of her career in the digital space creating award winning social and video content. She has a deep understanding of the wants, needs and behaviors of individual investors, financial advisors, and entrepreneurs.
Eileen's personal passion is financial literacy and she teaches workshops for recent college graduates on investing for retirement and building good credit history. In addition to her marketing leadership she is also in the process of completing the Certified Financial Planner certificate program at UC Berkeley Extension. She holds the FINRA series 7, 63 and 24 licenses.
As Vice President of Affluent Marketing at Wells Fargo, Leslie Goldstein is responsible for developing and executing growth strategies to deepen relationships based on each customer's unique financial needs. Leslie's current role is a rare blend of developing cross-channel business capabilities, driving awareness of Wells Fargo's holistic offerings, and supporting segment-specific growth goals.
Leslie joined Wells Fargo to develop strategies for its Deposit Products Group in 2006, before moving into strategy and marketing roles for the bank's affluent segment. With previous experience building Charles Schwab's 401(k) business, Leslie continues to pursue roles that focus on innovative go-to-market strategies.
Leslie earned her MBA from the Wharton School at the University of Pennsylvania and has a bachelor's degree in economics from UCLA. When not working, she enjoys getting outdoors to walk her dog, run, hike and play tennis.
Andras currently leads the North America Cards Marketing & Digital Acquisition team at BMO Financial Group in developing a customer centric marketing strategy with a focus on traditional and digital advertising channels (paid search, social, display, affiliates). Leading a diverse team of digital marketing professionals in Canada and the US, he is passionate about leveraging digital platforms and technologies to drive performance and portfolio growth in a measurable way. His team is responsible for formulating and executing acquisition and existing customer strategies, developing a roadmap across all channels for the adoption of new technology solutions and for the allocation of marketing investments to maximize return.
Prior to joining BMO, he held various leadership roles at American Express Canada from digital acquisition to merchant marketing and managing large co-brand partnerships. Before American Express, he worked for Citigroup in Canada and Europe allowing him to gain a diverse set of financial services experiences in product management, marketing, payments and customer experience across different geographies. He holds an MBA from the Corvinus University in Budapest, Hungary.
Jennifer Borchardt has over 20 years’ experience designing Omnichannel experiences for financial services. She the Director of Omnichannel Experience & Strategy for US Bank Wealth Management. She was previously Vice President of UX Strategy at Wells Fargo, where she led the evolution of bank, brokerage and wealth management experience, including digital channels and innovation. She was also Lead Producer at E*TRADE, where she led the design and localization of E*TRADE's international websites. She was an onsite principal in the company's European offices and worked with teams in Australia, Europe, Asia, and South Africa.
Kobi Ben Meir
Marketing Director, Yalber & Got Capital
Head of marketing for two business financing brands, Yalber (USA) and Got Capital (UK). He is nominated in the 2019 B2B Marketing Awards (London) for Marketer of the Year. He was nominated as a finalist for 2018 Marketer of the Year in the International B2B Awards (London), The 2018 Drum B2B Awards (NYC), 2019 Drum Marketing Awards USA (NYC). IAC Awarded Yalber's online campaign the best financial services online campaign for 2019. ANA Awarded Yalber Royalty Based investment the 2019 Award of Excellence in the Multi-Channel Lead Generation, Small Business category. Kobi was invited to join Forbes as a community council in 2018 and has been writing for them since. Forbes.com articles: https://www.forbes.com/sites/forbescommunicationscouncil/people/kobimeir/#80fa95477cc7 . Kobi has a development, management, and leadership background from companies like Love and Pride, AT&T, SAP, and the Israeli Air Force and extensive experience in marketing and working with LGBTQ organizations in Israel on different projects. Co-Founder of an LGBTQ community support line project. Served as a digital adviser for brands like Ochox, Men in Cities, Drahim Travel, InoTime, Shamir Lenses, and more.
Sheri Gilchrist is Global Chief Marketing Officer at PGIM Investments a position she took up in 2017 after holding the position of Managing Director, Global Head of Marketing Strategy & Operations at NNY Mellon. Sheri is an executive leader recognized for transforming the marketing and sales organization for large, complex firms who are pursuing global expansion and enterprise transformation with a heightened focus on the digital, sales, marketing and data operations to deliver impact. Sheri has pioneered the application of sophisticated data technologies to more accurately reach customers using analytics and personalization. Early leader in digital transformation, CRM acceleration and marketing automation to conduct improved business analytics to deliver scale and employee efficiency.
Currently the global chief marketing officer at a top 10 investment management firm. Sheri owns the development of domestic and international marketing expansion, digital tranformation strategy, CRM operations and go-to-market playbook.
Sought after speaker & influencer featured in Barron’s, Bloomberg, Forbes, Ignites, Financial Times & FundFire.
Simone Brunozzi is Founder and CEO of Fabrica. He is a tech leader at various companies, most notably Amazon Web Services and VMware. While at VMware, from 2014 to 2016, Simone served as a Vice President and Chief Technologist (global role) for VMware Inc., focusing on Cloud technology (vCloud Air). This role included public speaking, relationships with key clients, strategy and roadmap, driving innovation inside the company, managing a team of Solutions Engineers to drive adoption of VMware’s Cloud products. While at Amazon Web Services, from 2008 to 2014, he served as a Senior Technology Evangelist.
He frequently mentors startups and innovative companies, including ones incubated in startup accelerators (Techstars and others). He also sits on two boards as Director. He is an investor in, and advisor of, CloudAcademy.com (knowledge platform) and about a dozen other tech startups.
Simone has a technical background in Computer Science, experience as an entrepreneur, professor, and has worked in the industry for 15+ years, focusing on Cloud Computing since 2006.
Simone grew up in Italy, and after having been a four-times entrepreneur in Italy, a University professor at the young age of 26, a CTO, and after having written two technical books and two novels, he left Italy to join Amazon Web Services in March 2008 as the first Technology Evangelist for Europe (EMEA), to raise awareness about Cloud Computing and help developers build applications. In January 2010 he relocated to Singapore as the first Technology Evangelist for the APAC region. In 2010 he received the “2010 Cloud Evangelist of the Year” award. In July 2012, Simone relocated to San Francisco, as the first Senior Technology Evangelist for Americas. In February 2014 he left Amazon to join VMware.
Since 2008, Simone has been a very popular speaker in Europe, United States, Asia, Oceania and Africa, speaking at more than 650 events (and collecting a huge amount of airline miles). Simone is regularly invited as a speaker to conferences all around the world.
For 20+ years, Vickie Sherman has helped companies get their best work into the world. Harnessing the power of technology, digital, social, direct response, offline advertising, corporate communications, and earned media, she turns complex challenges into succinct marketing plans and brings them to life. Vickie is currently with Rabobank, N.A. the California arm of Rabobank International; the global financial institution that operates in 40 countries headquartered in the Netherlands.
Prior to joining Rabobank, Vickie led the marketing at Golden 1 Credit Union, the 5th largest credit union in the U.S. Her achievements included record-high growth in loans, deposits, membership, brand health metrics, and social media. She was critical to the naming rights partnership with the Sacramento Kings professional basketball team at Golden 1 Center and expanding the charter to include the entire state of California.
Vickie is a versed marketing executive with experience beyond banking including retail properties, advertising agencies, and nonprofits. She currently serves on two boards of directors; the Dean’s Advisory Council for her graduate school alma mater the University of California Davis and the Gold Country Chapter of the American Red Cross.
Tyson Quick is the Founder and CEO of Instapage, the leader in post-click automation. He founded Instapage in 2012 after seeing how marketers and advertisers were losing money in underperforming advertising campaigns. Since then, his vision has been to create a suite of post-click automation products that maximize returns through advertising personalization. He brings a lifetime’s worth of entrepreneurial experience and has built an organization that is poised to revolutionize digital advertising through audience targeting and post-click personalization.