Commercial banking
  • Daniel Leal, wealth advisor at Carson Wealth
    Daniel Leal

    Daniel Leal, CFP, CRPC, is a wealth advisor at Carson Wealth in Omaha, Nebraska. Previously, he was a wealth advisor at Merrill Lynch Wealth Management. He serves on the board of El Centro de las Américas, a nonprofit supporting the Hispanic community.

    Gordon Bava is a senior partner in the Los Angeles office of Manatt, Phelps & Phillips, LLP. His practice focuses on mergers and acquisitions, special committee representation, private and underwritten securities offerings and general corporate representation of clients in a variety of industries. Manatt, Phelps & Phillips is a multidisciplinary, integrated national professional services firm.

    Justin Pulgrano

    Justin Pulgrano, CPA, is the senior vice president of strategic growth at Crunchafi, with a 15+-year career spanning Big Four audit, transaction advisory and technology leadership. Pulgrano helps CPA firms harness technology to simplify complex workflows and free up more time for insight and client impact.

    Matt Scully is a reporter based in New York. He covers large banks and reports on complex financial topics, often related to the post-crisis recovery of consumer and mortgage credit. He tweets news often @scullymb.

    Sathiya Livingston is an insurance operations & digital transformation specialist with over 12 years of experience helping U.S. carriers optimize claims, underwriting, and policy servicing. He works with mid-market insurers to design process improvements that blend automation, analytics, and strategic partnerships for sustainable growth. Contact him at sathiya.l@flatworldsolutions.com.

    Troy Stang is the president and CEO of GoWest Credit Union Association.

    Andrada Pacheco.png

    Dr. Andrada Pacheco is EVP and Chief Data Scientist at VantageScore

    Pradip Patiath is a senior partner in McKinsey & Company's Miami office.

    Dan Himmerich

    Dan Himmerich is an Insurance Consulting Partner at Kyndryl, where he leverages expertise in P&L management, lead qualification, and financial literacy to bridge the gap between business and technology for insurance clients. Previously, he served as Strategic Markets Business Development Leader at Kyndryl, leading initiatives across more than 30 countries, and today he focuses on advancing the success of the firm's U.S. insurance customers.

    Michelle Westfort

    Michelle Westfort, Chief Product Officer at InStride, is a globally recognized leader in post secondary education with over 20 years of experience. An integral member of InStride since its inception in 2019, she brings a bold sense of innovation to drive successful programs and partnerships derived from a humble immigrant family upbringing. Her career has centered around unlocking access to education from high school launch programs to adult career pathways and from digital transformations to workforce skilling. Her work has spanned marketing, business development, program design, and strategy at mission-centric organizations such as The Learning House (acquired by Wiley NYSE: WLY), Pivot, Navias (ASX:NVT) and Education Management Corporation.