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Operations Conference & Exhibition
May 11-14, 2026 | JW Marriott Marco Island | Florida
Featured Speakers
Saima Ahmed
SIFMA
Executive Vice President and General Counsel
Scott Anderson, Ph.D.
BMO Capital Markets
Chief U.S. Economist, Managing Director
Brock Arnason
Droit Financial Technologies
Chief Executive Officer
Marcus Austin
Regional Director
Clearstream London Limited
Susan Axelrod
Bank of America
Merrill & The Private Bank CRO and Compliance and Operational Risk, Business Electronic Communications
Jonathan Azara
Robinhood
Director of ACATs
Mazi Bahadori
AltruistÂ
Chief Operating Officer and Chief Compliance Officer
Larry Bajek
Broadridge
Vice President, Strategic Wealth Solutions
James Barry
FINRA
Senior Director, Credit Regulation
Roy Ben-Hur
Deloitte
Managing Director, Deloitte Risk & Financial Advisory, Deloitte
Kenneth E. Bentsen, Jr.
President and CEO
George Black
Principal, Capital Markets
Grayson BlairÂ
Sia
Partner
Christopher H. Blanchard
Fidelity
Vice President, Alternative Investments
Lisa Bleier
Managing Director, Associate General Counsel
Jonathan Brill
Business Futurist
Dean Bruyns
Cappitech
Executive Director, Pre‑Sales
Stephen Byron
Managing Director, Head of Technology, Operations and Business Continuity
Tracy Chou
Swift
Senior Securities Expert
Andrés Choussy
Head of Trading and Asset Services
FIS Capital Markets
Ryan Clare
ServiceNow
Global Head of Capital Markets
Arianne Collette
DTCC
Managing Director and Head of U.S. Equities
Larry Conover
Vice President, Special Advisor for Proxy & Corporate Actions
Fred Crosnier
JPMorgan Chase Asset Management
Head of Global Operations
Susan Crozier
FIS
Global Head of Regulatory Compliance and Industry Affairs, Securities Processing, Capital Markets
Leon Crutchley
BNY Global Clearing
Director
Charles DeSimone
Managing Director, Deputy Head of Technology, Operations, and BCP
Brian Disken
Executive Director
Kristie Edling-Day
LPL Financial
Executive Vice President
Chief Information Officer for Advisor Experience
Rob Doster
 TD Securities
Global Head of Middle Office and Trade Operations
Peter Duggan
Computershare
Executive Vice President, Issuer Services
Kevin Ehrlich
Managing Director, Asset Management Group
Annabella Espina
BNP Paribas
Chief Operating Officer
Rodrigo Figueroa
Fidelity Investments
Head of Fraud Risk Management
Matthew Ferman
FNZ
Global Head of Solutions
Michael Fiscella
Jefferies
Managing Director, Global Head of Firmwide Operations
Kevin Fitzgerald
JP Morgan
 Executive Director
Emily Fortin
Financial Recovery Technologies
Director, Product Marketing
Danielle Gurrieri
Head of BBD and Digital COE Product Management
Mack Gill
Head of Securities Processing Solutions
Simar Gill
Associate Partner and Head of CIB
Betsy Gilligan
Assistant Vice President, Financial Services Operations and Associate General Counsel
Timothy C. Gokey
Bruno Gold
Vice President | Global Equities Operations
Ryan A. Gomez
Ernst & Young LLP
Senior Manager, Capital Markets
Camile Grande
Oppenheimer
Managing Director
Jason Habermeyer
Edward Jones
 Associate General Counsel
Oli Harris
J.P. Morgan
Global Head of Kinexys
Brendan Healy
New York Life Insurance
Head of Enterprise Resilience
Darren Hodges
US Bank
Executive Vice President, Chief Operations Officer
David Holleran
Hilltop Securities
Jonathan Jachym
Kraken
Global Head of Policy & Government Relations
Lindsay Jackson
Morgan Lewis
Lindsey Keljo
Managing Director, Head of Asset Management Group & Associate General Counsel
Ed Kelley
Truist
Head of Derivative, Collateral, and Regulatory Operations
Bassam Khattab
KPMGÂ
Partner, Advisory, Managed Services US Leader
David Kirby
 Managing Director
Todd Klessman
Managing Director, Financial Services Cyber & Technology
Katie Kolchin
Ronald J. Kruszewski
Stifel
Chairman of the Board and Chief Executive Officer
Dugan Krwawicz
Protiviti
Nitin Kulkami
JP Morgan Asset Management
Frank La Salla
President, CEO and Director
Steve Liesman
CNBC
Senior Economics Reporter
Cinthya Leite
LPL Financial LLC
Vice President, Services, Trading & Operations
Andy Lennon
Senior Vice President
Quentin Limouzi
Global Head Post-Trade
Gloria Lio
Managing Director, Head of Enterprise Services
Mike Macaronis
Vanguard
Department Head, Brokerage Operations Assert Servicing
Anthony Macchiarulo
Assistant Vice President, Financial Services Operations & Assistant General Counsel
Melissa MacGregor
Managing Director and Deputy General Counsel and Corporate Secretary
Eamonn Maguire
KPMG
Advisory Managing Director
Sydney Mammen
TCS BaNCS
Head, Pre-sales, North America
Charles Massaro
Vice President
Graeme McEvoy
Wells Fargo
James Maxfield
Duco
Chief Product Officer
Andrew McNaughtan
Executive Director, Head of CIB Customer Tax Operations
Lori Messer
RBC Capital Markets
Managing Director, Global Head of Business & Client Services
Kshitiz Mittal
Director of Sales
Sachin Mohindra
Goldman Sachs
Executive Director, Global Banking & Markets
Jim Monahan
Citibank Markets Operations
Global Head of Asset Servicing
Cale Newhouse
BNY
Product Management, Global Collateral
Mustafa Al Niama
Mysten Labs
Managing Director - Global Head of Capital Markets
Michael Nierva
BNY Pershing
Director, Credit Risk Management
Chris Nobles
Mediant, a BetaNXT business
Division Executive
Elisa Nuottajarvi
Vice President, Asset Management Group
Victor O’Laughlen
Executive Platform Owner
John Omahen
VP, Head of Product - Digital Assets
Jatan Pathak
S&P Global Market Intelligence
Head of Data Managed Services, Corporate Actions
Hester M. Peirce
U.S. Securities and Exchange Commission
Commissioner
Justin Pica
SEC
Assistant Director, Division of Trading and Markets
Lindsey Piegza, Ph.D.
Managing Director, Chief Economist
Sanjay Prasad
Head of Capital Markets and Wealth Solutions
Richard M. Primavera
Shawn Quant
Piper Sandler
Chief Information and Operations Officer
Justin Rainey
UMB Financial Corp
CISO & Chief Privacy Officer
David Reiner
Principal and Head of Investor Choice
Duncan Robinson
Franklin TempletonÂ
Director of AI & Optimization
Jeremie Rondeau
Louis J. Rosato
BlackRock
Managing Director, Investment Operations Group
Anthony Ross
Head of Digital Assets Operations
Bidhu Shekhar Rusia
S&P Global
 Executive Director, Corporate Actions
Peter Ryan
Managing Director, Head of Digital Assets and International Prudential Policy
Ramprasad (RP) Sandilya
Senior Vice President & Chief Growth Officer
Bob Santella
BetaNXT
Scott Satriano
PwC
Managing Director – Banking & Capital Markets AdvisoryÂ
Pat Scaglione
General Manager – Senior Vice President
Matthew Schill
Executive Director, Asset Services
Cindy Schreiner
RBC
Managing Director and Head of OperationsRBC Wealth Management–U.S.
Justin Schwartz
Executive Director, Product Management for Wealth Management Services
Megan Gillin-Schwartz
CAIS
Joseph L. Seidel
Steve Shillingford
DeepSee
Founder & CEO
Bryan Smith
Senior Vice President, Complex Investigations and Intelligence (CII)
Liz Ann Sonders
Charles Schwab
Chief Investment
Strategist, Schwab Center for Financial Research
Germán Soto Sanchez
Chief Product and Strategy Officer
Arush Shegal
Alpaca
Head of Crypto
Sarah Shenton
Access Fintech
CEO
Neda Sheridan
Executive Vice President, Corporate Actions
Mark Spear
Director, Deputy Head of Transaction Management
Brian Steele
Managing Director, President, Clearing & Securities Services
Nancy Steiker
Securities Finance and Collateral
Bob Stewart
Executive Director and Client Lead, Chief Client Office
Samantha Stogsdill
Global Head of Equities Settlements, Clearing, and Asset Services
Alicia Sundberg
Dan Thieke
Managing Director and Head of the Enterprise Resiliency Office (ERO)
Robert Toomey
Head of Capital Markets/Managing Director and Associate General Counsel
Ami Vora
Vice President, Product Management
John Welch
Senior Vice President and Head of Enterprise Incident Management
Michael Winnike
Managing Director, Clearing & Securities Services Strategy and Market Solutions
Christina Young
Director Corporate Actions
Scott Anderson
BMO
Chief U.S. Economist and Managing Director
Capital Markets, FIS
President
Tim Gokey
Hester Peirce
Lindsey Piegza
Jason Beachy
Senior Director of Cyber and Analytics
Matt Billings
Robinhood Financial
Vice President, Brokerage & President, Robinhood Financial & Robinhood Securities
Sharon Biran
Managing Director and Chief Client Officer
John Boyle
Principal, Capital Markets Risk & Business Transformation
Brian V. Breheny
Skadden, Arps, Slate, Meagher & Flom LLP
Partner, SEC Reporting and Compliance, Mergers and Acquisitions, Capital Markets and Corporate Governance
Bill Buck
FHN
Senior Vice President, Head of Operations and Technology
John Byrne
Davis Group
Executive Advisor
Nathan Call
Director of RegTech Solutions, Institutional and Wholesale
Ernest Carducci
Head, Client Communications Solutions
Vic Chakrian
Federal Reserve Bank of New York
Head of Financial Market Infrastructure – Supervision
Abhijit Choudhary
Apollo
Managing Director, Operations
Matthew Clark
Managing Director, Alternative Investments Advisory Services
Lewis Rinaudo Cohen
Cahill Gordon & Reindel LLP
Chris Crocitto
Global Head of Fixed Income Securities and Repo Operations
Gregory Daco
EY Parthenon
Chief Economist
Shannon Daigh
JPMorgan Asset Management
Executive Director, Global Head of Fixed Income Middle Office & Global Middle Office Product
G. Daniel Doney
Chief Technology Officer
Mike Dougherty
Morgan Stanley Wealth Management
Managing Director, Head of Wealth Management Product Operations & Services
Andrew Douglas
UK T+1 Accelerated Settlement Task Force
Chair
Sam Farrell
VP, Sell-Side Solutions, North America
Helen Fermor
ICE Clear U.S.
Chief Operations Officer
Dayna Fera
Director of Product Management
Elizabeth Fitzgerald
Laura Franconi
Head, Issuer and Broker Solutions
Amit Gandhi
Global Head of Fixed Income Operations
Thomas Giacalone
Senior Vice President, Global Head Broadridge Business Processing Outsourcing
Katie Gibney
Head of Product, Trade & Cost Basis
Head of Global Securities Processing
Debra Guarino
Managing Director, Operations
Sue Herera
Anchor at Large
Jamie Healey-Waters
Citi
Adam Hirsh
E&Y
Managing Director, Financial Services Capital Markets Technology
Brian Hyndman
Blue Ocean Technologies
Chief Executive Officer/President
Abrar Huq
Arteria
Co-Founder and Chief Revenue Officer
Anthony Ilario
DriveWealth
Vice President, Operations
Laura Jacques
Vice President, Trade Operations
Robin Jennings
Director, Mutual Fund Operations
John Joseph
Xcepto
Head of Sales Engineering, North America
Bill Kapogiannis
Executive Director, Equity Clearing
Bhavesh Khator
Head of Post Trade
Laura Klimpel
Managing Director, Head of DTCC's Fixed Income and Financing Solutions
Demetrios Koutros
Vice President, Operations, Procedures and Standards
Erin K. Linehan
Raymond James
SVP, Supervision, Dispute Resolution and Senior & At-Risk Clients
Todd Lohr
Principal, Technology Enablement & Automation, KPMG
Shawn Lonergan
Partner, Cybersecurity, Technology and Operational Resilience, Risk Management
Ryan Louvar
WisdomTree
Chief Legal Officer
Elizabeth Lyndon
Andrea Mahar
UBS Securities
Head of North America Securities Clearing, Settlement and Transformation
Donna Mansfield
Strategic Account Director
Erin McCourt
Morgan Stanley
Global Head of ISG Fixed Income Operations
Nicole McTighe
Senior Director at Pershing, Mutual Fund and Alternative Investment Operations
Tulsi Mehta
DeloitteÂ
Barnaby Nelson
ValueExchange
Mark Nichols
Principal, Capital Markets Strategy and Business Transformation
Anthony Oricoli
Sia Partners
Partner, Head of Financial Services, NA
Setu R. Pandya
Managing Director, Consulting, Financial Services
Aruna Parthiban
Goldman Sachs Asset Management
Senior Vice President, Business & Market Solutions
Christopher J. Perry
Todd Purdy
Principal
Managing Director, Chief Information & Operations Officer
Eric Pollackov
Invesco PowerShares Capital Management LLC
Global Head of ETF Capital Markets
UMB Bank
SVP, CISO, & CPO
Swatika Rajaram
President, Bank Broker Dealer Business
John Regan
Director, Trading and Asset Services
Roman Regelman
Jonathan Reeve
Head of Product Strategy and Development
Michael Richmond
Davenport
First Vice President, Operations
Jesse Robinson
Lord, Abbett & Co. LLC
Head of Investment Operations
Greg Rodeheaver
Clearstream
Head of Sales and Relationship Management, Americas
Katheryn Rosen
JPMorgan Chase
Managing Director, Global Head, Regional Information Security and Supervisory Engagement
Bidhu Rusia
Product Manager
Managing Director, Head of International Capital Markets and Strategic Initiatives
Mark Sahler
Head of U.S. Operations and Global Head of Liquidity Management
Jeffrey Sardinha
State Street
Head of ETF Solutions
Bharat Sawhney
Partner, Banking
Chris Scarpati
Stephen Scharf
Managing Director & Chief Global Information Security Officer (CISO)
Bill Scheurer
AWS
Capital Markets Specialist
Managing Director & Head of US Wealth Management Operations, Operational Transformation and Key Strategic Relationships
Andy Sears
Coinbase
Senior Director
Neha Singh
Vice President, Product Strategy & Innovation for Capital Markets
Russ Stamey
Northern Trust
Senior Vice President, Asset Servicing
Matt Stauffer
SVP, Head of Back Office Solutions & Services
Bob Suh
OnCorps AI
Staci Sullivan
Tom Sullivan
Societe Generale
Larry Tabb
Bloomberg
Director of Market Structure Research
William C. Thum
Managing Director and Associate General Counsel, Asset Management Group
Thomas Wagner
Cinda Whitten
Nuveen
Senior Managing Director - Head of Global Investment Operations
Mark Wilson
Accenture
Managing Director, Capital Markets
Bill Wollman
Executive Vice President, Head of Office of Financial and Operational Risk Policy
#SIFMAOps kicks off in
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Ops 2024 Speakers
John Abel
Clearance and Settlement
Saima S. Ahmed
Wealth Solutions
Risk & Financial Advisory
VP of Brokerage and President Robinhood Financial & Robinhood Securities
Head of Wealth Management, Retirement and State Government Relations, SIFMA
SVP, Financial Market Infrastructure, Federal Reserve Bank of New York
Kelly Cornwell
Transfer of Assets
Product Owner
Frederic Crosnier
Managing Director, Global Head of Operations, JPMorgan Asset Management
Deputy Head of Technology, Operations, and BCP
John Ferrara
Operational Strategy
Mike Fiscella
Managing Director and Global Head of Firmwide Operations Jefferies
Mara Gauger
Senior Manager
Deloitte Advisory
Adam Goldberg
Team Lead, Financial Services,
GTM Team
Open AI
Ellen Greene
Managing Director, Equity and Options Market Structure
Michele Hillery
General Manager, Equity Clearing and Settlement
Jim Hraska
Managing Director, Head of Client Solutions, Clearing & Settlement Services, DTCC
Michelle Jackson
SVP, Global Managing Director, Client Engagement and Innovation, Broadridge Financial Solutions
Head of Fixed Income and Financing Solutions
Artem Korenyuk
Demetrios "J" Koutros
Paul Lacey
EVP, Head of Wealth and Investment Management Operations, Wells Fargo
Dennis Mackey
Head of Data Management
State Street Global Advisors
Anuj Mallick
EY
Sherri McLoughlin
Vice President, Digital Implementation, Broadridge
Global Head of Business and Client Services
John Morik
Managing Director, Head of Product and Strategy, Government Security Services, BNY
Joe Nadreau
Next Phase Consulting
Sanjiv Nathwani
Cambridge Technology Financial Services
Partner/Principal, Banking & Capital Markets Consulting
Asset Management Group
Evan Oliveaux
Vice President, Operations and Services Group
VP, Market Solutions
Goldman Sachs Asset
Management
Michele Pitts
Managing Director, Head of NAM Custody Product Strategic Initiatives, Citi
Tom Price
Senior Advisor
Technology, Operations, and Business Continuity, SIFMA
John C. Roeser
Managing Director and
Chief Counsel
Head of International Capital
Markets and Strategic Initiatives, SIFMA
Ramprasad Sandilya
Vice President, Client Solutions
Broadridge Wealth Management
Head of US Wealth Management Operations
David S. Shillman
Associate Director, Division of Trading & Markets
Christopher Thiebaut
Corporate Actions
Lee Thoresen
Senior Counsel, Head of Regulatory and TransactionalRBC Wealth Management
Head of Capital Markets and Associate General Counsel SIFMA
John Trapani
Global Financial Services Industry Leader, Appian
Neal Ullman
Managing Director, Strategic Business TransformationÂ
Alice Wang
Managing Director, Strategy & Growth Office, JPMorgan Chase
Josh Wilsusen
Executive Vice President Advocacy
EVP, Head of Office of Financial and Operational Risk Policy, FINRA
Nate Wuerffel
Head of Market Structure
Director, Operations
Charles Schwab & Co., Inc.
Tom Zschach
Chief Innovation Officer
SWIFT
Stay tuned for more speakers!
