Banco Popular de Puerto Rico

Daniel Schwamb is senior vice president of business development at Kestra Financial.

Curtis leads the Small Business Performance Assessment team at Bank of America and is responsible for reporting design and production, performance analysis and distribution strategy for ~1,000 field sales and client management bankers.� He has nearly 10 years of experience in performance reporting innovation with Bank of America and recently implemented a comprehensive transformation of the small business reporting environment.Curtis graduated from the University of Wisconsin with a Bachelor of Arts degree in Religious Studies, earned a Master of Theological Studies degree at the Harvard Divinity School and received his MBA in International Management & Finance from Boston University.� He resides in Charlotte, NC.�

Chris Moschovitis is chief executive of tmg-emedia and co-author of “History of the Internet: 1843 to the Present.” He is working on his latest book “Cybersecurity Program Development for Business: The Essential Planning Guide,” to be published by Wiley later this year.

Matt Buskard is a Vice President and Senior Manager in Vendor Risk Management at Fifth Third Bank. He is responsible for the oversight of Vendor Risk Assessments, Due Diligence and Vendor Risk Reporting for the Bancorp. Prior to his current role, Matt administered the Bank’s centralized Critical Vendor Monitoring Program.Before joining the Risk area of the bank, Matt spent several years within the first line-of-defense managing both domestic and non-domestic vendors within Fifth Third’s Consumer Bank with a focus on those supporting the mortgage and consumer lending business units. Prior to joining Fifth Third in 2007, Matt worked in several different capacities in the Mortgage business. In 2016 Matt earned his Certified Third Party Risk Professional (CTPRP) designation through the Santa Fe Group’s Shared Assessments Program.

Jim is responsible for the P&L of Insikt’s consumer loan portfolios.Prior to joining Insikt, Jim was a Managing Director at JPMorgan Chase where he lead a team of 40 analysts supporting all of the customer acquisition strategies and balance transfer strategies for Chase’s $120 billion credit card book. His team was responsible for the optimal allocation of a $1.5 billion marketing budget across online, direct mail, and retail channels for Chase’s full suite of credit card offerings. Prior to Chase, Jim was Vice President of Product and Analytics at Oportun (Progreso Financiero). Jim was an early member of the senior management team at Oportun and was responsible for building out a best in class enterprise analytics team and infrastructure from 2008 to 2012 to support the rapid growth of the business to over $120 million in receivables and 200,000 active customers. Jim started out his career at Capital One where he was responsible for the P&L of the US Card Prime Acquisitions business. He received the Circle of Excellence award for his work rebuilding Capital One’s valuation and decisioning infrastructure for the US Card Acquisitions business.Jim received a BSE in Mechanical Engineering from Princeton University and a Masters in Engineering Management from Duke University.

Tina Chan Reich is the Chief Data Scientist and Chief Risk Officer of Credibly. In previous roles, she has headed up the Data Science, marketing analytics, and risk divisions at a number of financial institutions, including JPMorgan Chase, Citigroup, and American Express. Ms. Reich currently serves on the Experian Small Business Advisory Council, and previously was on the advisory board of the SBFE and board of directors of Citi. She attended the Massachusetts Institute of Technology.

Patrick Freeman is the Senior Vice President of Partnerships & Distribution at Credibly. Patrick is responsible for the Strategic Partnerships business within Credibly and brings 18 years of FinTech experience to the company across the functions of Strategy & Business Development, Product Development, and Corporate Finance. Prior to joining Credibly, Patrick worked at American Express for a period spanning 10 years most recently within their Merchant Financing business driving distribution partnerships & product development for alternative lending solutions designed to meet the needs of small and mid-market companies. Patrick held a series of additional roles at American Express including leading Co-brand Partnerships within OPEN, providing investment analysis across US Card Operations, and driving Structural Reengineering across American Express International. Patrick formerly served as the Head of Business Development at On Deck Capital creating their Strategic Partnerships function and delivering a series of distribution partnerships including their first Top 5 bank partner. Patrick also held a number of positions at Lucent Technologies focused on Business Turnarounds & Restructuring, Capital Investment Management & Governance, and Financial Management as an Expatriate based in Saudi Arabia. Patrick completed his graduate work at Babson College focused on Entrepreneurial Finance and Strategic Cost Management and has his undergraduate degree from Indiana University with a dual concentration in Finance and Accounting. He’s an avid runner, traveler, and is a Board Member of the CityKids Foundation.

Adam Madlin is the Lead Identity Strategist for Symantec Public Sector. In this role, he is responsible for identity management strategy and business development for Symantec’s Public Sector business as well as the government policy expert for Symantec. He represents Symantec in numerous federal government policy groups and industry working groups and is also a lead for the company in certifications and compliance with expertise in the area of FICAM and FedRAMP certifications. He is Symantec’s relationship manager for the National Institute of Standards and Technology (NIST) and is responsible for Symantec’s partnership with the NIST National Cybersecurity Center of Excellence (NCCOE) which is focused on developing practice guides for commercial cybersecurity and identity solutions. Mr. Madlin previously led strategic client identity and cybersecurity programs for Symantec’s US Federal and State customers including CMS, VA, FAA, FBI, NIST, GSA, and others in which he has developed significant practical experience managing, deploying and securing government identity systems. He is a subject matter expert in identity management and Symantec’s solutions and serves as Symantec’s representative on the Identity Ecosystem Steering Group (IDESG) that is tasked with driving the president’s NSTIC strategy. He currently serves as an IDESG Director and Management Council member since 2014. He served as the Chairman of the IDESG Security Committee from 2013 through 2015, and in this capacity was responsible for leading the development of key components of the overall identity ecosystem framework. Prior to Symantec, Mr. Madlin worked in enterprise software services leadership roles at JDA Software, Life Technologies, and Agile Software (now Oracle). Madlin holds a BSEE from Duke University, an MSEE from the Rochester Institute of Technology, and an MBA from the University of Rochester. He currently holds PMP and CISSP certification.

Timothy Madigan, CFA�is currently the Managing Member of Backscreen Advisors, an advisory firm focused on debt and equity capital investments in the structured and specialty finance market.� Tim is also currently a consultant to Twin Oaks Advisors, a media focused advisory firm.� Previously, Tim was a senior member of Global Securitized Markets at Citigroup Global Markets Inc. focusing on debt and equity capital raising along with asset acquisitions primarily focused in the specialty finance sector. During this time, Tim oversaw the acquisition and sale of over $1.5 billion in loans acquired from marketplace lending platforms over a 12-month period. �Immediately prior, Tim was a member of the Strategic Solutions group at Citi with a focus on sourcing legacy assets and portfolios for acquisition or financing from various financial institutions.� Prior to Citigroup, Tim was head of Global Debt, Americas at Dresdner Kleinwort, managing multiple product areas focused on debt capital markets, credit derivatives, structured finance and tax arbitrage.� As part of this role, Tim headed the Debt Principal Finance group which managed a total portfolio of over $17 billion of structured finance transaction including consumer assets, auto loans, equipment loans/leases, securities, corporate receivables, intellectual property and many other esoteric asset classes consisting of senior and mezzanine debt and equity investments.� Prior to Dresdner Kleinwort, Tim held senior management positions at HSBC in London and New York and at Chase Securities, now part of JP Morgan. �Tim received his undergraduate degree in Finance from Indiana University, Bloomington and his Masters degree with honors in business administration from the University of Chicago Booth School of Business.� Tim is a Chartered Financial Analyst charterholder.�

Ramit Arora, President and co-founder of Biz2Credit is one of America’s top experts in small business lending and heads the company's credit and sales operations. He has 10+ years of experience in financial services with Citibank and Xerox, and has a considerable experience in risk management. He holds a bachelor's degree in business management and master's in accounting.In 2011, he and his brother Rohit were named New York City's “Top Entrepreneurs” by�Crain’s New York Business,�which also named Biz2Credit among NYC’s “Fast 50” of 2014. He meets regularly with top executives from the Federal Reserve and the Small Business Administration (SBA).�Since its inception in 2007, Biz2Credit has arranged�$1.4 billion�in funding and now has over 200,000 registered small and mid-sized company clients. The platform handles more than 5,000 new loan applications each month, on average.