Jason is recognized as an innovator in financial services, creating new business models, and using technology to drive change.He has experience as a founder, venture capitalist, enterprise executive, board member, trusted advisor, and startup mentor.
He is a frequent speaker on the intersection of regulation and innovation; leadership in times of change; and the future of fintech. He is also a host of Breaking Banks, the number #1 global fintech radio show and podcast, as well as his own podcast, Fintech5, on Provoke.fm.
Jason co-founded one of the world’s first neo-banks (PerkStreet Financial), paving the way for a new breed of digital-only banks and partnerships between incumbent financial institutions and startups. Jason was previously the head of innovation for First Marblehead where he spearheaded the move beyond lending, launched new products and integrated innovative technologies including the first moves into social media.
He is also the creator of FinTEx.org, a not-for-profit expanding the Midwestern fintech cluster, and a global investor & advisor in fintech. He began his Engineering studies at the United States Military Academy at West Point and graduated with an A.B. in Engineering & Material Sciences from Harvard.
JP has been internationally recognized as a leading voice for innovation, strategy and leadership, and his work has been featured in some of the industry’s top publications and conferences across the country and around the world.
He is a trusted advisor to companies from startups to the Fortune 500, a popular writer and speaker, and is often quoted in the media. He is the creator and a top-rated instructor for a groundbreaking class on fintech and innovation at leading graduate schools of banking. He is also a host of Breaking Banks, the number #1 global fintech radio show and podcast on Provoke.fm.
JP held a number of key leadership roles at U.S. Bank during a 20 year period of rapid growth from $750M to $60B in market capitalization, most recently serving as Chief Private Banking Officer. He held management roles at Key Bank and PNC prior to that. He was also the creator of the Bank Innovators Council, which later became a part of Next Money, the global community for design, innovation, and entrepreneurship in financial services.
He holds a B.A. from the University of Akron, and an M.B.A. from Cleveland State University, where he conducted his research project at Buckinghamshire College in High Wycombe, England. He also completed the Leadership Excellence executive program at the University of Minnesota Carlson School of Business, and is a graduate of the Cannon Financial Institute and the College for Financial Planning.
Senior Vice President
Trish has had a broad career in Financial Services, rising through the ranks of traditional banking, digital banking, and driving product strategy for one of the largest core software providers. Her experience at the intersection of financial institutions, startups, and technology providers is unparalleled.
She is an industry speaker and change agent who possesses a polished blend of technical and leadership qualities that affords consensus and provides results.
Before joining FinTech Forge, Trish led Customer Success at Numerated Growth Technologies, a fintech startup providing banks a real-time lending platform to accelerate business loans. Numerated was the first company to be spun out of Eastern Bank’s financial technology incubator Eastern Labs, where Trish was an early executive. Prior to Eastern Labs, Trish was Director of Retail Strategy at Fiserv, working closely with client banks and credit unions to develop innovative products based on industry insights. Previously, she ran operations at PerkStreet Financial, one of the world’s first challenger banks, where she built the banking infrastructure and integrated with banking partners to enable an online bank with a high debit rewards platform that encouraged responsible spending.
She holds a degree in Financial Management from Salve Regina University, where she graduated Summa Cum Laude. She has also completed the Emerging Leader program at CUNA, and holds a Pragmatic Marketing level VI Certification.
Senior Vice President
Samer is a problem-solver attracted to the toughest challenges. He has spent his career solving clients' and consumers' problems with operational and digital solutions. Today he spends every day driving value for our member banks of the Alloy Labs Alliance. He facilitates peer member discussions and hands-on Workgroups from the discovery and problem definition phase through solution selection and implementing and commercializing the results into viable and scalable solutions.
Previously he spend five years financially engaging the world's unbanked as cofounder and Chief Operations Officer at Wala, where his team addressed issues that prevent the world's underserved from accessing basic financial services, utilizing the most innovative tools available in the market, including Dala, a blockchain-based cryptocurrency designed and launched by the Wala team.
Prior to that, he co-founded Unbranded Designs, a crowd-sourced furniture design company and built the world's first online furniture design community and, with that community, brought an innovative design approach to some of the world's most prestigious organizations. He began his career at ZS Associates as an operations-focused business consultant, working in a number of data-heavy roles and cofounding the process improvement practice.
He holds master's and bachelor's degrees in Industrial and Operations Engineering from the University of Michigan and is a Tauber Institute for Global Operations Fellow and a Six Sigma Green Belt.
Darshan primarily focuses on sourcing and managing an active pipeline of investment and partnership opportunities, conducting due diligence and financial analysis. He also supports the entire team across a number of other activities, including member engagement, client services, marketing, research, and benchmarking.
He joined FinTech Forge while completing his undergraduate degree as a shared intern with FinTEx, the nonprofit fintech and financial services community hub for Chicago and the greater Midwest, of which FinTech Forge is a founding member. Today he also serves as Director or Operations for FinTEx, and as Associate Producer for Provoke.fm, the producer of Breaking Banks, the #1 global fintech radio show and podcast, among other shows.
Darshan received his bachelor's degree in finance and entrepreneurship from Loyola University in Chicago
Katy tracks and monitors relevant fintech companies for potential partnership and investment opportunities, conducting due diligence and market and financial analysis. Her past experience includes Bank of America's Capital Strategy Group, where she was an associate managing hedge fund clients spanning multi-billion dollar established funds and new emerging funds. She is a CAIA (Chartered Alternative Investment Analyst) Charterholder and is an MBA candidate at the University of Chicago Booth School of Business. She graduated cum laude with a BA from Colgate University.
Kelsey tracks and monitors relevant fintech companies for potential partnership and investment opportunities, conducting due diligence and market and financial analysis. Most recently she was an Investment Banking Associate at Citigroup Global Markets, where she led day-to-day transaction coverage, including ratings analytics, investor outreach, relationship management, and syndicate coordination. She is an MBA candidate at the University of Chicago Booth School of Business, and graduated cum laude with BS in business administration from the University of Florida's Warrington College of Business.
VENTURE PARTNERS AND ADVISORS
Debbie Bianucci is President and CEO of BAI, a nonprofit, independent organization, BAI delivers the financial services industry’s most actionable insights, enabling leaders to make smart business decisions every day.
Bianucci has worked in the financial services industry for more than 35 years and has held senior positions with several major financial services companies.
Santo Cannone’s technology experience includes leadership positions in sales, product
management and operations for businesses ranging from start-ups to Fortune 500.
An industry veteran, he has served as Chief Product Officer for Fiserv, Chief Operating Officer for ConnectWise, Senior Vice President, Real Time Systems for FIS and Managing Director at EDS.
Colleen has held leadership roles in product, product marketing, strategy, insights, and development; helping companies build, launch, and grow products, processes, people, and strategy to address critical strategic challenges.
Her specialities include product definition, new markets/opportunity assessment, building a product process, and go-to-market strategies in multiple industries.
Andrew's deep expertise in banking and financial services marketing give him an innovative skill set and technology experience that helps clients bridge the digital marketing and fintech gap.
He is a dynamic data and results-driven strategist who loves to help guide and drive measurable profitability while optimizing user and customer experiences.
Joyce is a banking professional with over 30 years of experience concentrated in Operations, Compliance and Project Management.
She has worked for banks of all sizes, both domestic and international, and across all areas and products. Her most recent focus includes the COO role and projects helping both incumbents and challengers like Simple and Moven.