AI Operationalized

Sanjiv has over 30 years of senior executive and management experience across investment banking, mortgage banking and high-technology. He works closely with Board of Directors and senior executive teams to develop and implement enterprise-level innovation, transformation and cost efficiency strategies; identifying and launching new business areas and ventures.

Prior to CTFSI Sanjiv was a Sr. Partner at Deloitte leading the Operations Transformation practice for Banking & Capital Markets and a Managing Director at Goldman Sachs in Operations. ​

Robert has over 25 years experience in industry and management consulting where he focused on operational strategy, process and service innovation/transformation, and the development of new operating models. He manages all facets of CTFSI’s product and professional services operations focused on the delivery of great customer outcomes.

Prior to CTFSI, Robert served as the Head of Technology in North America for Transurban Group, and was a Vice President at Goldman Sachs in Operations, and a Principal at Boston Consulting Group in the Technology Strategy practice.

Chris is a senior financial executive and CFO with a track record of partnering with operations in entrepreneurial, high growth situations.  He is responsible for CTFSI’s finance and accounting functions as well as legal, compliance, and HR.

Over the course of his career, Chris has been responsible for financial and accounting functions, acquisitions and post-acquisition, integration, capital raising in both public and private markets, and managing investor/board relationships. In addition to various CFO roles, he has held positions in private equity, investment banking, and technology consulting.

Lauren brings over 30 years of human resources, consulting, and business transformation experience.  Her expertise includes serving as the head of HR and leading strategic initiatives in high growth, matrix organizations where she has successfully guided large teams through complex transformational change.  As the Chief Human Resources Officer at CTFSI, she serves as a trusted leader and business partner to the executive team and employees with responsibility for overseeing all HR functions and developing, leading, and managing HR strategies that are crucial for achieving business goals.

Before joining CTFSI, Lauren held various senior leadership positions and consulted across multiple industries including medical devices, pharmaceuticals, healthcare, technology, financial services, and non-profits, as well as managing her own independent consulting business.

Mark has over 20 years of technology management experience in industry and management consulting. In addition to overseeing CTFISI’s AI modeling, he also heads CTFSI Labs as the company’s technical innovation center to incubate new products, research new technology capabilities and develop proofs-of-concept for new products and projects.

He has worked as a Managing Director at Goldman Sachs in Sales & Trading Technology and as a Vice President in Technology at UnitedHealth Group and holds his Masters in Data Science from Harvard University. ​

Christopher is an accomplished senior growth and transformation leader with over 25 years of global executive experience in management consulting and financial services, including banking and capital markets. His expertise spans strategy, business transformation, M&A, strategic partnerships/alliances, business development, and C-suite relationship management.

As the leader of business development, sales and marketing at CTFSI, Chris spearheads the company’s growth initiatives.

Prior to CTFSI , Chris held several senior leadership roles. As a Senior Managing Director and Global Client Partner at Deloitte, he worked closely with the C-suite at major US and global banks. Before that, he served as a Senior Vice President in Corporate and Investment Banking at Deutsche Bank, as well as a Senior Manager/Principal at the global management consulting firm Kearney

Brett has over 25 years of experience in industry, strategy consulting, and fintech product management principally in financial services with a focus on data and payments. He is responsible for CTFSI’s product strategy, product roadmap development, and go-to-market execution.

Prior to CTFSI, Brett headed Product at two start-ups – one in consumer lending and the other focused on small business data. He has been a strategy consultant at Accenture and Marakon, and held finance, corporate development, sales, and product and technology roles at Mastercard. ​

Nicholas is a business process re-engineering expert with credentials in Informatics focusing on human-machine interaction. At CTFSI, he is responsible for the AI Operationalized workflows to connect humans to our AI services.

Previously, Nicholas was responsible for US Settlements at BNY Mellon and worked for Goldman Sachs in both Settlements and Business Architecture and Change Management roles. He also has experience across manufacturing, supply chain, and continuous improvement functions as a six-sigma black belt in the Commercial Explosives and Upstream Oil Production industries. ​

Ryan is an executive manager and subject matter expert on Information Controls and Technologies in capital markets and institutional banking. At CTFSI, Ryan leads our securities advisory practice, driving client engagements across a variety of AI-driven operations solutions.

Over his 15 years at Morgan Stanley, Ryan worked across multiple teams including Investment Banking, Institutional Trading, Wealth Management, Research, Investment Management and Core Compliance. He supported the Smith Barney, E*Trade, and Eaton Vance integrations and led the technology programs for Information Controls (Control Group, Employee Trading, Ecomms), Wealth Management Trade Surveillance and Institutional Trade Surveillance/Market Abuse.​

Greg has over 25 years of consulting, operations, and venture experience. He is responsible for CTFSI partnerships & alliances.

Prior to CTFSI, Greg was the Head of Technology in North America for Transurban Group, and served as Executive Director at Goldman Sachs in Operations in both the New York and London offices. Additionally, Greg has held technology leadership and change roles at JPMC, Freddie Mac, and Clayton Holdings.

Retired Chairman, CLS Holdings AG and CLS Bank International. Former CIO and COO, HSBC

CTFSI – Board of Directors

A seasoned technology executive, Ken served as Chairman of CLS Holdings AG (Swiss) and CLS Bank International (New York) until May 2022. As an Independent Director since 2011, he oversaw the modernization of CLS’s core systems and chaired the Technology and Operations Committee before being elected Holding Company Chair. Previously, Ken was a Group Managing Director at HSBC, responsible for global operations and technology as Chief Information Officer and Chief Operating Officer. He led a shared services organization of 100,000 professionals over his 20-year tenure.

In addition to his prior leadership roles, Ken remains engaged with emerging technology ventures, serving as an advisor and board member to various firms, including Amber Road and QuantaVerse. He brings comprehensive knowledge in regulatory compliance, risk management, and technology transformation, enhancing his contributions to the organizations he supports.

Retired Partner and Global Operations Head, Goldman Sachs

Phil has over 35 years of senior executive and leadership experience in banking and capital markets. Prior to his retirement from Goldman Sachs in 2021, Phil served as Global Head of Operations, being appointed Partner in 2008. He held a number of senior management positions across various products in both Europe and the Americas and has a strong track record of building and leading high performing teams across operations, transformation and risk management.

Phil has extensive experience in applying transformational capabilities to enhance productivity and reshape businesses. Phil has also served on a number of industry boards and was previously a director and vice chairman of CLS Group. ​

Retired Partner and former Global Head of Operations Technology and European CIO, Goldman Sachs

Damian is retired from a 23 year technology career at Goldman Sachs, including five years as the European CIO. Over the course of his career, Damian held a range of senior management roles in London, Tokyo, and New York, delivering large-scale digital and data transformation initiatives. Damian recently completed a PhD at the University of Cambridge in Computational Biology, building machine learning models to help people with Cystic Fibrosis. Damian is an active FinTech mentor, advisor, and investor.

Retired Prime Futures and Securities Services Managing Director and Chief Operating Officer, Citi

Rachelle has over 25 years of experience as a senior executive in financial services businesses across Markets, Transaction Banking, and Brokerage. Prior to retiring from Citi, Rachelle held senior CFO and COO roles at JPMorgan Chase, culminating in her role as CFO of the Treasury and Securities Services division. 

She has proven expertise in leading business transformation and growth through operational discipline and excellence.  Rachelle has also served on industry boards and as a Non-Executive Board member as an SEC-Qualified Financial Expert.