Archives: team-member

Jennifer is a Vice President at Edison Partners focusing on the firm’s FinTech investments, most recently including YieldStreet, Bipsync, MoneyLion, and Bento for Business. She was named to WSJ Pro Private Equity’s Women to Watch list in 2018. Prior to joining Edison, she was at Commerzbank evaluating select European equities for fundamental long/short investments. During her MBA, she oversaw VC investment prospects and strategic business development opportunities at the Associated Press.

Scott’s career has been focused on helping firms execute on ideas and grow efficiently.  This is why he and his co-founder created Stack, a lightweight digital product that provides startups with the building blocks to hone their sales cycle, sell efficiently and scale rapidly.

Scott has been fortunate to look at growth and scale from many different perspectives:  Consulting with Fortune 100 companies (IBM), running an 8-digit business unit globally at a FinTech firm (Dealogic), being the first non-founding executive at a startup (Bacharach Leadership Group), sitting on the investment committee and running the Executive-in-Residence program at a Venture Capital firm (SixThirty), running a consulting arm of a $2bn Wealth Manager and advising dozens of early-stage fintech startups on growth (Detalus).

Josh is the Founding Partner of Clearstone Enterprises, an early-stage venture platform dedicated to bridging “opportunity gaps” that prevent upward mobility in the U.S. and abroad. FinTech is one of the three pillars Clearstone focuses on, furthering access to capital for low-to-middle income individuals and SMEs.

Most recently, Josh was a member of Korn Ferry’s Global Asset Management & Alternatives Practice, where he participated in the founding of the Impact Investing practice and Transactions & Transformations (M&A) solution. He designed the Talent-Centric Acquisitions end-to-end M&A model for team lift-outs and buy-side acquisitions in Banking, Asset Management, and FinTech in addition to executing C-Suite and senior investor searches. Josh previously founded a technology company, which he sold in 2014.

Rich Robinson is a senior executive with over 25 years of experience in the financial industry, across operations and technology functions. Starting in Global Custody at Bankers Trust Company, Rich has worked in the front, mid and back offices at NSCC, Merrin Financial, The Bank of New York, Deutsche Bank Securities, and Omgeo. Post-crisis, he worked in a consulting capacity at Barclays and Morgan Stanley Smith Barney. At Barclays, he was responsible for integrating the 2008 crisis-acquired Lehman Equity desk. At MSSB, he ran a 4-year engagement managing the merger of Smith Barney’s order flow and distribution processes into Morgan’s trading desks. He held partner roles at EMC (now Dell) and Wipro in their Capital Markets consulting practices.

Ryan is the Director of Corporate Payments at Ripple. Ryan has over 17 years of experience across FinTech, treasury and capital markets. Ryan started his career in FinTech as a product manager at Parlano. Postgraduate studies at Northwestern, Ryan worked on the equity desk at Baird, building out the desk analyst team to add quantitative and thematic research to Baird’s award-winning fundamental research. Prior to joining Ripple, he managed the client and mid-market business for the Americas at Reval, a leading SaaS Treasury Management Systems. Over that time, he worked directly with customers and prospects on treasury transformation initiatives including in-house banking, cash-pooling and streamlining global payments.

athan is the Co-Founder & CEO of Radtab with an entrepreneurial mind and an action-driven leader with technical acumen as well as expertise in payment strategy and technology, cross-functional team leadership, and hospitality technologies. Always learning and looking to make the world a better place for all.

Dion Lisle is the Managing Director of his own consulting firm FACERE25, acting as the Rosetta Stone between Legacy Banks and the Fintech startups driving innovation. Dion is unusual in the Fintech world as one of the few thought leaders that have been on both sides of the Bank to Fintech divide. Dion has been an early employee in multiple Fintech startups including Voltage Security, which exited to HP for over $200M. Lisle has also been a venture investor for the largest bank, Citibank and the largest payments processor, First Data, putting to work over $30M in the capital. Dion acts as an advisor to large banks & FI’s to help them deliver innovation while also working with startups as an early-stage advisor.

Currently serving as Chief Strategy Officer for Sunrise Banks, Eric is responsible for driving innovation and growth by partnering with fintechs to expand the banks’ mission of “Being the most innovative bank empowering financial wellness.” He’s interested in connecting with entrepreneurs, VCs, accelerators, incubators, financial institutions, and other professionals in the fintech ecosystem.

Frank Dix is a Director in the FS Advisory/Consulting practice at PwC. Within the practice, he leads engagements advising banks, broker-dealers, and exchanges on cost rationalization/target operating models, AML and forensic tech, and global data privacy.

In one recent engagement, Frank advised an investment bank on developing a global framework for data privacy rules and technology requirements. In another recent engagement, he advised a bank on planning and managing a multi-year workforce transformation initiative.

Early in his career, Frank was recognized for his ability to deliver complex projects while organizing and driving forward-thinking around financial market regulation. He has moderated panels on the future of specialist and floor broker roles at the New York Stock Exchange, presented on structured products at the Securities and Exchange Commission, and developed key intellectual property for PwC.

Amanda is Sunrise Banks’ Chief Risk Officer and has been working in the financial industry for 15 years.