Archives: team-member

David Logan co-founder, Chief Executive Officer, and Chief Compliance Officer along with Jeffrey Ciarcia co-founder and Chief Financial Officer and their amazing team from SumatoSoft have built an award-winning innovative FinTech platform:  Umergence.com a Startup Studio in the Cloud.

Max is a private equity investor, venture capitalist, and board member.  He currently is a Senior Partner at Neo Capital L.P., a New York-based investment firm, where he is responsible for business development and investment activities.  Neo Capital has developed state-of-the-art proprietary models to redefine venture capital investment standards and enhance investment decision quality.  By interconnecting capital and ideas, Neo invests in visionary founders and transformative companies solving the hard problems that matter.  

Sylvia Martinez is a seasoned professional with a wealth of experience in the financial and legal sectors. Currently serving as the Director at Fingenta Consultores, S.C., she brings over two decades of expertise to her role. Prior to her current position, Sylvia held key roles at Altor Finanzas e Infraestructura and Evercore, where she demonstrated leadership in finance, infrastructure, legal matters, and compliance. With a strong educational foundation from Universidad La Salle, A.C., where she obtained a degree in Financial, Stock, and Corporate Law, Sylvia has continuously expanded her knowledge and skills. Her commitment to professional growth is evident through certifications like Women for Boards from Tecnológico de Monterrey and a specialization in Contracts from Universidad Iberoamericana, Ciudad de México. Sylvia’s professional journey reflects her dedication to excellence and continuous learning. Throughout her career, she has successfully navigated complex financial landscapes and legal frameworks, showcasing her analytical prowess and strategic acumen. She is known for her ability to provide expert advice in financial matters, specializing in public finance, corporate finance, and financial analysis. Outside of her professional endeavors, Sylvia remains actively engaged in the community, seeking to empower and inspire others. Her recent posts on social media reflect her commitment to fostering talent in the legal and financial sectors, connecting individuals with exciting job opportunities. Sylvia’s proactive approach and dynamic leadership style make her a valuable asset in any professional setting.

Estelle is a Director, BMO Technology & Innovation Banking. She focuses on industry-leading offers that meet the unique needs of technology companies, including venture debt and recurring revenue financing as a financial partner and advisor to help businesses grow fast. Know-how in advanced financial modeling, investment analysis, capital raising and senior debt financing, with a deep understanding of the innovation entrepreneurship ecosystems to help existing and future clients. Prior to joining the banking industry in the technology sector, Estelle spent several years on the corporate side accumulating experience on both a public level as a Financial Analyst, Investments for public-private partnerships in infrastructure, and a private level as a Corporate Financial Analyst in Cleantech to help the C-suite raise capital both in China and North America. Curious and very active in the community, Estelle has been mentoring young leaders and entrepreneurs for the past few years. She is also involved in several non-profit organizations and the tech and innovation ecosystem as a speaker and advisor. If you don’t see her crunching numbers, you will definitely find her either pounding some Chopin and Rachmaninov pieces on the piano or jamming with a band at a local jazz club.

Mona is Senior Director, Product Management for Environmental, Social, and Governance (ESG) at S&P Dow Jones Indices (S&P DJI). In this role, Mona serves as global spokesperson for S&P DJI’s ESG Indices, educating the market on the values of ESG investing and our industry-leading ESG lineup. Our ESG indices support a diverse spectrum of ESG benchmarking and investing needs, from best-in-class approaches like the world-renowned Dow Jones Sustainability Index to broad-market ESG alternatives and core ESG solutions like the S&P 500® ESG Index. Prior to joining S&P DJI, Mona was Director at Trucost (part of S&P Global) and advised some of North America’s biggest institutional investors on low-carbon and fossil fuel-free strategies, energy transition alignment, and meeting the recommendations of the TCFD for investors. Mona also led the North American presence of the 2° Investing Initiative, a prominent sustainable finance NGO focused on aligning the finance sector with climate goals. Mona also served as an advisor to the Obama Administration on climate and energy policy, and she worked for several years as an Economist at the UK’s Bank of England. Mona graduated Summa Cum Laude with a Bachelor of Science degree (with honors) in Government and Economics (double major) from the London School of Economics and Political Science (LSE). She is a regular market commentator on sustainable finance issues and is a published author of several research papers on topics ranging from disruptive technologies to the problem of “short-termism” in mainstream finance

Barry B. Mione was appointed CEO of SaveDay® in November 2018 because of his financial acumen, leadership track record, and the fact that he launched the advisor and broker/dealer business of SaveDay® . Mr. Mione has been involved with SaveDay® from the beginning and is considered one of the leading co-founders of the company. His industry foresight into offering a digitally-advised investment product takes a “unique-to-market” view of portfolio customization comes from his involvement with E*Trade and the democratization of online trading. His unique vision is paramount to trailblazing a low investment entry for future investment vehicles.

Mr. Mione joined the executive leadership team at Kapitall in 2012 and assumed leadership as president of New Kapitall Holdings, LLC (Kapitall) in October of 2016, a platform used to inspire and teach the next generation about investing using unique gamification strategies. For the next two years, and under Mr. Mione’s executive leadership, Kapitall received distinctive recognition awards, including Forbes’ “Fintech 50” finalist, U.S. News’ Top 10 “Greatest Investing Sites” for Millenials, and featured on CNBC “The Millennial Investor”.

Palak Jain is a distinguished Technology Executive hailing from Chicago, Illinois, United States. With an impressive track record and a wealth of experience in the technology sector, Palak has earned recognition for her exemplary leadership skills and innovative contributions to the industry. Currently serving as the Head of Platform Engineering at Apex Fintech Solutions, Palak leads strategic initiatives and drives innovation in the world of digital wealth management. Her role involves ensuring speed, scalability, and the use of cutting-edge technology such as Alloy DB to power the future of finance. Palak’s career journey showcases her commitment to excellence and continuous growth in the technology domain. Prior to her current position, she held key roles at reputable organizations such as PEAK6 Group and PEAK6 Capital Management, LLC, where she served as the Senior Director of Platform Engineering and Chief Technology Officer, respectively. Her career trajectory also includes significant roles like Head of Platform Engineering at Apex Fintech Solutions, Software Engineering Manager, and Senior Messaging, Execution, and Strategy Developer. Palak’s journey in the tech industry spans over a decade, during which she has consistently demonstrated her expertise and leadership capabilities. In addition to her professional achievements, Palak is actively involved in industry associations and initiatives. She is a valued member of the Illinois Technology Association (ITA) Leadership Council, where she contributes her insights and expertise to drive technological advancements in the region. Recently, Palak was honored with the Excellence in Leadership Award at the FiNext Conference, a testament to her remarkable contributions and impact in the field of technology. She expressed gratitude to the judges and extended congratulations to fellow winners, showcasing her humility and team spirit. Palak Jain’s passion for technology, coupled with her visionary leadership approach, continues to shape the landscape of digital innovation and financial technology. Through her roles and accomplishments, she remains a driving force in empowering millions of investors with data and cutting-edge solutions, cementing her reputation as a trailblazer in the tech industry.

Lalit Verma is a seasoned Chief Executive Officer with a wealth of experience in various aspects of business management and development. With a background in Business Acquisitions, Joint Ventures, and New Business Development & Product Portfolio Enhancement, Lalit has showcased his expertise on an international level, having worked in countries such as India, Europe, Japan, China, Korea, United States, Mexico, Latin America, and Australia. Throughout his career, Lalit has demonstrated his knack for aligning suppliers with strategic business objectives, managing large budgets exceeding $1 billion, and establishing strong relationships between suppliers and clients. He is known for his visionary leadership, successfully translating his visions into tangible results through committed partnerships and effective business planning. Lalit’s skill set includes global sourcing expertise, P&L Management, and business turnaround strategies. He has a strong foundation in leadership, management, and strategic orientation, allowing him to navigate complex business landscapes with agility and determination. Described as possessing a strong work ethic, creative problem-solving skills, and a sense of urgency, Lalit is someone who thrives in fast-paced environments and excels in overcoming challenges. His ability to maintain a laser focus on business goals while adapting to changing circumstances showcases his resilience and capacity to handle multiple tasks simultaneously. With a drive to win and a commitment to ethical and courageous leadership, Lalit has garnered a reputation for his ability to lead teams through obstacles towards success. He is adept at leveraging market knowledge, planning expertise, and competitor insights to drive business growth and transformation. In summary, Lalit Verma is a dynamic leader with a track record of delivering results in challenging business environments. His diverse international and domestic experience, combined with his strategic mindset and operational expertise, make him a valuable asset in any organization seeking a leader who can drive innovation, growth, and profitability.

Wesley Wilson is an experienced investor and innovation leader based in the New York City Metropolitan Area. With a background in building user-centric brands, products, and services, Wesley’s work is driven by scientific and technical expertise. Currently, he serves as the Advisor at Cornucopian Capital, where he manages a $25MM early-stage investment fund focusing on brands powered by life sciences and preventative health technologies. Wesley’s passion for innovation is evident through his various roles and accomplishments. He has chaired and led multiple initiatives at the University of California, Davis, such as the Innovation Institute for Food and Health and the AI Institute for Food Systems. His leadership in these projects demonstrates his commitment to using technology and research to drive positive change in the food and health industries. In addition to his work in academia, Wesley is also the Chairman at Barnstorm Foundry, a venture studio dedicated to launching new businesses that promote health benefits through food, ingredients, and consumer health products. His expertise in structuring partnerships and executing investments has been instrumental in the success of the studio. As the Managing Partner at Valorum Ventures, Wesley plays a key role in providing investment, innovation, and impact advisory services. His experience as the Industry Head for Consumer Goods – Agriculture, Food, and Beverage at the World Economic Forum showcases his ability to lead science-driven collaborations that drive consumer engagement and business success. With a track record of strategic leadership and a focus on leveraging technology for social good, Wesley Wilson is a respected figure in the world of innovation and investment.

Vi is a highly regarded Business Development expert and a co-founder of three companies. Her goal is to push boundaries, raise standards and help make the world, a better place. Before joining the board of BringIt, Vi successfully led the capital raise effort for major firms in the financial services industry (Hedge Funds, Fund of Funds, Family Offices). Additionally, she has been passionate and an investor in cryptocurrencies and Blockchain for several years.Vi grew up in the prestigious Principality of Monaco. When she is not working, you will find Vi… actually scratch that, you will always find her working as she loves what she does!