Featured SpeakersModerator: Emma Reilly
, SVP, Head of Enterprise Program Management at Lending Club and Co-Founder of Project Worth. Emma has over 20 years of Financial Services Experience leading multi-disciplinary teams at investment banking, retail banking, asset management, insurance and fintech companies. Emma joined Lending Club in October of 2018 to design and build the Technology Strategy and Execution function, this role quickly evolved into building the ePMO function for all of Lending Club. The objective of this function being to support business innovation and growth and implement program management discipline for the organization. Prior to joining Lending Club, Emma ran her own consultancy business, GSD Business Consulting Solutions, where she provided program management and execution services to financial services firm, prior to this, Emma held leadership positions at BlackRock, Barclays and KPMG. Emma is an FCCA, fellow members of the Association of Chartered Certified Accountants and earned a Masters in Professional Accountancy from the University of London.
Alexandra Shapiro, Chief Marketing Officer, LendingClub
As Chief Marketing Officer, Alexandra Shapiro is responsible for executing marketing strategy that supports the company's growth objectives, builds a strong consumer brand, and cultivates a membership ecosystem to members motivated to improve their financial health.
For more than 20 years, Alexandra has been driving growth strategies for leading financial services and tech companies. Prior to joining LendingClub, Alexandra held senior leadership positions at Intercom, BigCommerce, PayPal, and Providian (later acquired by JP Morgan Chase). At PayPal, Alexandra led marketing functions for the small and medium size (SMB) business group in North America, a $60B merchant acquirer/processor and leading ecommerce payments platform. Prior to that, she was SVP of Marketing at Providian Financial, where she was responsible for successfully repositioning the brand platform and executing new customer acquisition marketing strategies. Prior to that, she worked as an associate at McKinsey & Company, where she focused on developing sales and marketing strategy for the financial services and technology clients.
Alexandra holds a BS in Business Administration from San Francisco State University, where she graduated cum laude, and has an MBA from the Haas School of Business at UC Berkeley.
Suna Yalaz-Angell, Financial Advisor, Merrill Lynch Wealth Management
Suna Yalaz-Angell joined Merrill Lynch in 2017, after over 10 previous years in the financial services industry. Her focus is on developing tailored strategies for high-net-worth individuals, their families and their businesses. To help clients pursue their individualized financial goals, she leverages alternative investments, intellectual capital, trust and estate planning services, and insurance solutions, as well as home loan, credit and lending needs. Working closely with clients' other trusted advisors, Suna's approach brings guidance in the areas of diversification of concentrated wealth, tax minimization strategies, legacy planning, and other long-term wealth management strategies.
Diana Moy - SVP, Head of Wealth Management Digital, US Bank
Diana Moy is SVP, Head of Wealth Management Digital at U.S. Bank, where for more than six years she has led the strategy, development, and management of online and mobile services provided to wealth management clients spanning retail to ultra-high net worth segments for the fifth largest bank in the U.S. Her scope of responsibilities includes digital capabilities for private banking, brokerage, trust, and advice & guidance, with tools such as automated investing and online financial planning, as well as the public wealth management website.
She has extensive experience in digital, primarily in financial services, as a management consultant and in various management positions. Prior to her current role, she consulted on online, mobile, and marketing strategy to clients that included Wells Fargo, Wachovia, Expedia, and T-Mobile. Earlier in her career, Diana was a Vice President in Wells Fargo's Internet Services Group where she pioneered online and mobile banking services for the first Internet bank, launched the first nationwide mobile banking service, and spearheaded key strategic alliances to grow the online customer base.
Diana earned her MBA from the Kellogg School of Management at Northwestern University and a B.S. in computer science and psychology from Duke University.
Farina Saiyed, Data Management Manager at Wells Fargo
In her current role at Wells Fargo, Farina leads a team in the Data Management & Insights group responsible for connecting data, processes, and controls, enabling the bank to comply with BCBS 239 principles for effective risk data aggregation and risk reporting. Farina was part of the finance transformation efforts at Freddie Mac where she started her career in accounting. Since the introduction of the Dodd-Frank Act, she has helped banks implement various regulatory compliance initiatives including Basel III, CCAR/ DFAST, Volcker Rule, liquidity requirements and stress testing. In doing so, Farina has worked with the OCC, FRB and other regulatory agencies on rule interpretation and examinations. Farina has over 15 years' experience at large financial institutions. She holds a BS in Accounting and Information Systems magna cum laude from Virginia Tech and is a CPA.