董事介绍
注:董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Anthony Noto | 男 | Chief Executive Officer and Director | 57 | 5353.37万美元 | 未持股 | 2025-12-31 |
| Magdalena Yesil | 女 | Director | 66 | 72.58万美元 | 未持股 | 2025-12-31 |
| Tom Hutton | 男 | Chairman of the Board | 70 | 9.98万美元 | 未持股 | 2025-12-31 |
| Steven Freiberg | 男 | Vice Chairman of the Board | 68 | 15.43万美元 | 未持股 | 2025-12-31 |
| Clara Liang | 女 | Director | 45 | 未披露 | 未持股 | 2025-12-31 |
| Gary Meltzer | 男 | Director | 61 | 未披露 | 未持股 | 2025-12-31 |
| Ruzwana Bashir | 女 | Director | 41 | 未披露 | 未持股 | 2025-12-31 |
| William Borden | 男 | Director | 62 | 未披露 | 未持股 | 2025-12-31 |
| Dana Green | 女 | Director | 59 | 未披露 | 未持股 | 2025-12-31 |
| John Hele | 男 | Director | 66 | 未披露 | 未持股 | 2025-12-31 |
| Gary Meltzer | 男 | Director | 61 | 未披露 | 未持股 | 2025-12-31 |
高管介绍
注:高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Anthony Noto | 男 | Chief Executive Officer and Director | 57 | 5353.37万美元 | 未持股 | 2025-12-31 |
| Christopher Lapointe | 男 | Chief Financial Officer | 41 | 1058.16万美元 | 未持股 | 2025-12-31 |
| Jeremy Rishel | 男 | Chief Technology Officer | 52 | 未披露 | 未持股 | 2025-12-31 |
| Kelli Keough | 女 | Executive Vice President, Group Business Unit Leader, Spend Invest Protect and Save | 55 | 未披露 | 未持股 | 2025-12-31 |
| Arun Pinto | 男 | Chief Risk Officer | 46 | 未披露 | 未持股 | 2025-12-31 |
| Eric Schuppenhauer | 男 | Executive Vice President, Group Business Unit Leader, Borrow | 54 | 未披露 | 未持股 | 2025-12-31 |
董事简历
中英对照 |  中文 |  英文- Anthony Noto
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Anthony Noto,自2018年3月1日起担任移动优先的个人理财平台SoFi Technologies科技公司(SOFi)的首席执行官兼董事。2017年至2018年担任首席运营官,2016年至2017年担任首席运营官兼首席财务官,2014年至2016年担任全球社交媒体公司Twitter, Inc.的首席财务官的首席运营官。2011年至2014年担任媒体和电信投资银行合伙人、Global Technology联席主管,2010年至2011年担任投资银行部门合伙人,曾担任投资银行部门合伙人,曾担任美国国家橄榄球联盟2008至2010年担任首席财务官的首席财务官。
Anthony Noto Chief Executive Officer and a director of SoFi Technologies, Inc. (SoFi), a digital financial services company, since March 1, 2018;Director of Warner Bros. Discovery, Inc. since January 2025;Chief Operations Officer from 2017 until 2018, Chief Operations Officer and Chief Financial Officer from 2016 to 2017, and Chief Financial Officer from 2014 to 2016, of Twitter, Inc., a global social media company;Partner, Co Head, Global Technology, Media and Telecom Investment Banking from 2011 to 2014, and Partner, Investment Banking Division from 2010 to 2011, at Goldman Sachs & Co;Chief Financial Officer from 2008 to 2010 of the National Football League.He having previoly served as Chief Operating Officer and Chief Financial Officer of Twitter, Inc., and as Chief Financial Officer of the National Football League. During his nearly 13 years at Goldman Sachs & Co., Mr. Noto developed a deep understanding of the technology, media and telecommunications indtries, including serving as Co Head of Global Technology, Media and Telecommunications Investment Banking, and Co Head of Communications, Media and Entertainment Investment Research. - Anthony Noto,自2018年3月1日起担任移动优先的个人理财平台SoFi Technologies科技公司(SOFi)的首席执行官兼董事。2017年至2018年担任首席运营官,2016年至2017年担任首席运营官兼首席财务官,2014年至2016年担任全球社交媒体公司Twitter, Inc.的首席财务官的首席运营官。2011年至2014年担任媒体和电信投资银行合伙人、Global Technology联席主管,2010年至2011年担任投资银行部门合伙人,曾担任投资银行部门合伙人,曾担任美国国家橄榄球联盟2008至2010年担任首席财务官的首席财务官。
- Anthony Noto Chief Executive Officer and a director of SoFi Technologies, Inc. (SoFi), a digital financial services company, since March 1, 2018;Director of Warner Bros. Discovery, Inc. since January 2025;Chief Operations Officer from 2017 until 2018, Chief Operations Officer and Chief Financial Officer from 2016 to 2017, and Chief Financial Officer from 2014 to 2016, of Twitter, Inc., a global social media company;Partner, Co Head, Global Technology, Media and Telecom Investment Banking from 2011 to 2014, and Partner, Investment Banking Division from 2010 to 2011, at Goldman Sachs & Co;Chief Financial Officer from 2008 to 2010 of the National Football League.He having previoly served as Chief Operating Officer and Chief Financial Officer of Twitter, Inc., and as Chief Financial Officer of the National Football League. During his nearly 13 years at Goldman Sachs & Co., Mr. Noto developed a deep understanding of the technology, media and telecommunications indtries, including serving as Co Head of Global Technology, Media and Telecommunications Investment Banking, and Co Head of Communications, Media and Entertainment Investment Research.
- Magdalena Yesil
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Magdalena Yesil自2017年7月以来一直担任我们的董事会成员。自2010年以来,Yesil女士一直是百老汇天使公司(Broadway Angels)的成员,一家天使投资集团。从1998年到2006年,Yesil女士是风险投资公司U.S.Venture Partners的合伙人。此前,Yesil女士是赛富时公司(一家客户关系管理服务提供商)的创始董事会成员,并在其董事会任职六年。她曾一直担任四家技术公司的创始人,在那里她曾担任多种执行职务。Yesil女士自2017年5月起还担任订阅管理服务提供商Zuora,Inc.的董事会成员。从2017年3月到2018年5月被收购,Yesil女士一直担任专利风险管理解决方案提供商RPX Corporation的董事会成员。Yesil女士还担任多家私人公司的董事会成员。Yesil女士拥有斯坦福大学(Stanford University)的工业工程与管理科学学士学位和电气工程硕士学位。
Magdalena Yesil,is a founder, entrepreneur, and venture capitalist of many of the world's top technology companies, including salesforce.com, inc. (NYSE: CRM), in which she was the first investor and founding board member until 2005. Ms. Yeil served as a general partner at U.S. Venture Partners, a leading Silicon Valley venture capital firm, from 1998 to 2005, where she oversaw investments in more than 30 companies, and served on the board of many early-stage companies. A technology pioneer, Ms. Yeil founded three of the first companies dedicated to commercializing internet access, e-commerce infrastructure, and electronic payments, UUnet, CyberCash, and MarketPay, which earned her the Entrepreneur of the Year title from Red Herring magazine in 1997. She is also a founder of Broadway Angels, a group of female venture capitalists and angel investors. Ms. Yeil is currently working on her fourth startup, Informed.IQ, an AI company automating the processing of consumer loan applications in real-time where she serves as a member of the board of directors. She is the author of the best-selling book Power UP! How Smart Women Win in the New Economy, and is one of the four women featured in the non-fiction book Alpha Girls by Julian Guthrie. In addition to SoFi, Ms. Yeil serves on the boards of Picsart and Plume. Ms. Yeil also served on the board of Smartsheet (NYSE: SMAR) from 2017 to 2025, until Smartsheet's acquisition in January 2025 by Vista Equity Partners, and on the board of Zuora (NYSE: ZUO), which was later acquired by Silver Lake, from 2017 to December 2023. Ms. Yeil holds a bachelor of science in industrial engineering and a master of science in electrical engineering from Stanford University. She is an immigrant to the United States. - Magdalena Yesil自2017年7月以来一直担任我们的董事会成员。自2010年以来,Yesil女士一直是百老汇天使公司(Broadway Angels)的成员,一家天使投资集团。从1998年到2006年,Yesil女士是风险投资公司U.S.Venture Partners的合伙人。此前,Yesil女士是赛富时公司(一家客户关系管理服务提供商)的创始董事会成员,并在其董事会任职六年。她曾一直担任四家技术公司的创始人,在那里她曾担任多种执行职务。Yesil女士自2017年5月起还担任订阅管理服务提供商Zuora,Inc.的董事会成员。从2017年3月到2018年5月被收购,Yesil女士一直担任专利风险管理解决方案提供商RPX Corporation的董事会成员。Yesil女士还担任多家私人公司的董事会成员。Yesil女士拥有斯坦福大学(Stanford University)的工业工程与管理科学学士学位和电气工程硕士学位。
- Magdalena Yesil,is a founder, entrepreneur, and venture capitalist of many of the world's top technology companies, including salesforce.com, inc. (NYSE: CRM), in which she was the first investor and founding board member until 2005. Ms. Yeil served as a general partner at U.S. Venture Partners, a leading Silicon Valley venture capital firm, from 1998 to 2005, where she oversaw investments in more than 30 companies, and served on the board of many early-stage companies. A technology pioneer, Ms. Yeil founded three of the first companies dedicated to commercializing internet access, e-commerce infrastructure, and electronic payments, UUnet, CyberCash, and MarketPay, which earned her the Entrepreneur of the Year title from Red Herring magazine in 1997. She is also a founder of Broadway Angels, a group of female venture capitalists and angel investors. Ms. Yeil is currently working on her fourth startup, Informed.IQ, an AI company automating the processing of consumer loan applications in real-time where she serves as a member of the board of directors. She is the author of the best-selling book Power UP! How Smart Women Win in the New Economy, and is one of the four women featured in the non-fiction book Alpha Girls by Julian Guthrie. In addition to SoFi, Ms. Yeil serves on the boards of Picsart and Plume. Ms. Yeil also served on the board of Smartsheet (NYSE: SMAR) from 2017 to 2025, until Smartsheet's acquisition in January 2025 by Vista Equity Partners, and on the board of Zuora (NYSE: ZUO), which was later acquired by Silver Lake, from 2017 to December 2023. Ms. Yeil holds a bachelor of science in industrial engineering and a master of science in electrical engineering from Stanford University. She is an immigrant to the United States.
- Tom Hutton
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Tom Hutton自2017年9月起担任SoFi董事会主席,自2012年6月起担任SoFi董事。Hutton先生曾于2017年9月至2018年3月担任SoFi的临时首席执行官。自2000年以来,Hutton先生一直担任Thompson Hutton,LLC“;Thompson Hutton”;的管理合伙人,这是一家投资管理公司。自2000年以来,他还创立了XL Innovate Fund,并担任其管理合伙人,这是一家风险投资基金。他也曾担任Lemonade Inc.的董事会成员。纽约证券交易所:LMND,自2015年起担任Safeco Insurance,Montpelier Re Holdings和XL Group的董事会成员。Hutton先生拥有斯坦福大学的文学学士学位和理学硕士学位,以及哈佛商学院的工商管理硕士学位。
Tom Hutton,was previously the Chairman of the Social Finance Board of Directors from September 2017 to May 2021 and a director of Social Finance from November 2011 until May 2021. Mr. Hutton previously served as interim Chief Executive Officer of Social Finance from September 2017 to March 2018. Mr. Hutton has served as the Managing Partner of Thompson Hutton, LLC, an investment management firm, since 2000. He also founded and has served as Managing Partner of XL Innovate Fund, a venture capital fund, since 2015. Mr. Hutton has previously served as a board member of Lemonade Inc. (NYSE: LMND), Safeco Insurance, Montpelier Re Holdings and XL Group. Mr. Hutton holds a bachelor of arts and master of science from Stanford University and a master of business administration from Harvard Business School. - Tom Hutton自2017年9月起担任SoFi董事会主席,自2012年6月起担任SoFi董事。Hutton先生曾于2017年9月至2018年3月担任SoFi的临时首席执行官。自2000年以来,Hutton先生一直担任Thompson Hutton,LLC“;Thompson Hutton”;的管理合伙人,这是一家投资管理公司。自2000年以来,他还创立了XL Innovate Fund,并担任其管理合伙人,这是一家风险投资基金。他也曾担任Lemonade Inc.的董事会成员。纽约证券交易所:LMND,自2015年起担任Safeco Insurance,Montpelier Re Holdings和XL Group的董事会成员。Hutton先生拥有斯坦福大学的文学学士学位和理学硕士学位,以及哈佛商学院的工商管理硕士学位。
- Tom Hutton,was previously the Chairman of the Social Finance Board of Directors from September 2017 to May 2021 and a director of Social Finance from November 2011 until May 2021. Mr. Hutton previously served as interim Chief Executive Officer of Social Finance from September 2017 to March 2018. Mr. Hutton has served as the Managing Partner of Thompson Hutton, LLC, an investment management firm, since 2000. He also founded and has served as Managing Partner of XL Innovate Fund, a venture capital fund, since 2015. Mr. Hutton has previously served as a board member of Lemonade Inc. (NYSE: LMND), Safeco Insurance, Montpelier Re Holdings and XL Group. Mr. Hutton holds a bachelor of arts and master of science from Stanford University and a master of business administration from Harvard Business School.
- Steven Freiberg
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Steven Freiberg自2017年9月起担任SoFi的Vice Chairman of the Board,自2017年3月起担任SoFi的董事。Freiberg先生于2018年7月至2019年6月担任SoFi的高级顾问,并于2017年5月至2018年6月担任SoFi’;的临时首席财务官。Freiberg先生是金融服务行业的长期资深人士,曾担任亿创理财公司(一家电子交易平台)的首席执行官,并在花旗集团担任了30多年的多个职位,包括担任花旗集团Global Consumer集团的联席董事长兼首席执行官。他也曾担任MasterCard的董事会成员(2006年9月以来)、NYSE:MA(2014年7月以来)、Rewards Network(2014年7月以来)、Rewards Network(2017年以来)、Purchasuring Power,LLC(2017年以来)、Fair Square Financial,LLC(2016年以来)、Grand Vista Partners(Grand Vista Partners)以及多家公司的高级顾问,包括波士顿咨询集团、TowerBook Capital Partners PE和Verisk Analytics。Freiberg先生拥有霍夫斯特拉大学的工商管理学士学位和工商管理硕士学位。
Steven Freiberg,was previously the Vice Chairman of the Social Finance Board of Directors from September 2017 to May 2021 and a director of Social Finance from March 2017 until May 2021. Mr. Freiberg served as a senior advisor to Social Finance from July 2018 to June 2019 and also served as Social Finance's interim Chief Financial Officer from May 2017 to June 2018. Mr. Freiberg is a long-term veteran of the financial services sector, having served as the Chief Executive Officer of E*TRADE Financial Corporation, an electronic trading platform, and having held multiple positions at Citigroup over a 30 year period, including serving as the Co-Chairman and Chief Executive Officer of Citigroup's Global Consumer Group. He has also served as a board member of Regional Management (NYSE: RM) since July 2014, Rewards Network since 2017, Purchasing Power, LLC since 2017, and as a Founder of Grand Vista Partners, and a senior advisor to several companies including The Boston Consulting Group and Towerbook Capital Partners PE and the Portage Venture Funds. Mr. Freiberg previously served as co-founder and chairman of the board of Fair Square Financial, LLC from 2016 until its acquisition in December 2021, as a board member of MasterCard (NYSE: MA) from September 2006 until June 2022, as a board member of Compass Digital Acquisition Corp. (NASDAQ: CDAQ) from December 2021 until its acquisition in September 2023, as Chairman of the board of Portage Financial Technology Acquisition Corp. (NASDAQ: PFTA) from August 2021 until its acquisition in July 2023. - Steven Freiberg自2017年9月起担任SoFi的Vice Chairman of the Board,自2017年3月起担任SoFi的董事。Freiberg先生于2018年7月至2019年6月担任SoFi的高级顾问,并于2017年5月至2018年6月担任SoFi’;的临时首席财务官。Freiberg先生是金融服务行业的长期资深人士,曾担任亿创理财公司(一家电子交易平台)的首席执行官,并在花旗集团担任了30多年的多个职位,包括担任花旗集团Global Consumer集团的联席董事长兼首席执行官。他也曾担任MasterCard的董事会成员(2006年9月以来)、NYSE:MA(2014年7月以来)、Rewards Network(2014年7月以来)、Rewards Network(2017年以来)、Purchasuring Power,LLC(2017年以来)、Fair Square Financial,LLC(2016年以来)、Grand Vista Partners(Grand Vista Partners)以及多家公司的高级顾问,包括波士顿咨询集团、TowerBook Capital Partners PE和Verisk Analytics。Freiberg先生拥有霍夫斯特拉大学的工商管理学士学位和工商管理硕士学位。
- Steven Freiberg,was previously the Vice Chairman of the Social Finance Board of Directors from September 2017 to May 2021 and a director of Social Finance from March 2017 until May 2021. Mr. Freiberg served as a senior advisor to Social Finance from July 2018 to June 2019 and also served as Social Finance's interim Chief Financial Officer from May 2017 to June 2018. Mr. Freiberg is a long-term veteran of the financial services sector, having served as the Chief Executive Officer of E*TRADE Financial Corporation, an electronic trading platform, and having held multiple positions at Citigroup over a 30 year period, including serving as the Co-Chairman and Chief Executive Officer of Citigroup's Global Consumer Group. He has also served as a board member of Regional Management (NYSE: RM) since July 2014, Rewards Network since 2017, Purchasing Power, LLC since 2017, and as a Founder of Grand Vista Partners, and a senior advisor to several companies including The Boston Consulting Group and Towerbook Capital Partners PE and the Portage Venture Funds. Mr. Freiberg previously served as co-founder and chairman of the board of Fair Square Financial, LLC from 2016 until its acquisition in December 2021, as a board member of MasterCard (NYSE: MA) from September 2006 until June 2022, as a board member of Compass Digital Acquisition Corp. (NASDAQ: CDAQ) from December 2021 until its acquisition in September 2023, as Chairman of the board of Portage Financial Technology Acquisition Corp. (NASDAQ: PFTA) from August 2021 until its acquisition in July 2023.
- Clara Liang
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Clara Liang自2019年10月起担任SoFi董事。梁女士是Airbnb, Inc.“;爱彼迎”;NASDAQ:ABNB的副总裁兼GEOS负责人,这是一个由数百万名在全球220个国家和地区提供旅行体验的东道主组成的社区。在加入爱彼迎之前,梁女士曾担任Jive Software的首席产品官,这是一家通信和协作产品的提供商,并在国际商业机器公司(“;IBM”;)担任了11年的技术和专业服务职务。梁女士拥有斯坦福大学符号系统理学学士学位和德克萨斯大学奥斯汀分校技术商业化理学硕士学位。
Clara Liang,is Head of Strategy & Operations at Stripe, a financial services company. Prior to joining Stripe in January 2022, Ms. Liang was with Airbnb, Inc. ("Airbnb"), a community of millions of hosts who offer travel experiences in 220 countries and regions around the world, for over five years, most recently serving as Vice President and General Manager, International and Commercial Operations. Prior to joining Airbnb, Ms. Liang served as Chief Product Officer at Jive Software, a provider of communication and collaboration products, and spent 11 years at International Business Machines Corporation in a number of technology and professional services roles. Ms. Liang has served as a board member of Navan since September 2022. Ms. Liang holds a bachelor of science in Symbolic Systems from Stanford University and a master of science in technology commercialization from the University of Texas at Austin. - Clara Liang自2019年10月起担任SoFi董事。梁女士是Airbnb, Inc.“;爱彼迎”;NASDAQ:ABNB的副总裁兼GEOS负责人,这是一个由数百万名在全球220个国家和地区提供旅行体验的东道主组成的社区。在加入爱彼迎之前,梁女士曾担任Jive Software的首席产品官,这是一家通信和协作产品的提供商,并在国际商业机器公司(“;IBM”;)担任了11年的技术和专业服务职务。梁女士拥有斯坦福大学符号系统理学学士学位和德克萨斯大学奥斯汀分校技术商业化理学硕士学位。
- Clara Liang,is Head of Strategy & Operations at Stripe, a financial services company. Prior to joining Stripe in January 2022, Ms. Liang was with Airbnb, Inc. ("Airbnb"), a community of millions of hosts who offer travel experiences in 220 countries and regions around the world, for over five years, most recently serving as Vice President and General Manager, International and Commercial Operations. Prior to joining Airbnb, Ms. Liang served as Chief Product Officer at Jive Software, a provider of communication and collaboration products, and spent 11 years at International Business Machines Corporation in a number of technology and professional services roles. Ms. Liang has served as a board member of Navan since September 2022. Ms. Liang holds a bachelor of science in Symbolic Systems from Stanford University and a master of science in technology commercialization from the University of Texas at Austin.
- Gary Meltzer
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Gary Meltzer自本招股说明书生效之日起担任独立董事。Meltzer先生目前担任早期公司的顾问。在2020年9月30日之前,他是普华永道的合伙人,最近担任普华永道的管理合伙人,负责普华永道的湾区和西北市场,并担任《财富》500强金融服务和技术公司的全球关系合伙人。他也曾领导PwC公司的金融科技实践,在那里他曾为支付、数字银行、点对点贷款、保险科技、PropTech、数字资产和资产和财富管理领域的公司提供服务。在担任普华永道最新职位之前,Meltzer先生于2008年至2011年担任普华永道金融服务监管负责人,并于2010年至2016年担任资产和财富管理部门负责人,负责为银行,资产管理公司,财富管理公司,私人股本基金,对冲基金提供咨询,风险投资公司和金融科技公司。Meltzer先生在宾厄姆顿大学获得会计学学士学位,是纽约和加利福尼亚州的注册会计师。Meltzer先生还担任Tipping Point Community的领导委员会成员,以及Binghamton University School of Management的顾问委员会成员。
Gary Meltzer has served as an independent director since the effective date of this prospectus. Mr. Meltzer currently serves as an advisor to early-stage companies. Prior to September 30 2020 he was a partner at PwC where he most recently served as the Managing Partner responsible for PwC's Bay Area and Northwest Market and served as a global relationship partner to Fortune 500 financial services and technology companies. He also led PwC's FinTech practice, where he provided services to companies in the payments, digital banking, peer-to-peer lending, InsurTech, PropTech, digital assets and asset and wealth management spaces. Prior to his latest positions at PwC, Mr. Meltzer was PwC's Financial Services Regulatory Leader from 2008 to 2011 and the Asset and Wealth Management Sector Leader from 2010 to 2016 where he was responsible for advising banks, asset managers, wealth managers, private equity funds, hedge funds, venture capital firms and FinTech companies. Mr. Meltzer has a B.S. in Accounting from Binghamton University and is a Certified Public Accountant CPA in New York and California. Mr. Meltzer also serves on the Leadership Council for Tipping Point Community and as an Advisory Board Member of Binghamton University School of Management. - Gary Meltzer自本招股说明书生效之日起担任独立董事。Meltzer先生目前担任早期公司的顾问。在2020年9月30日之前,他是普华永道的合伙人,最近担任普华永道的管理合伙人,负责普华永道的湾区和西北市场,并担任《财富》500强金融服务和技术公司的全球关系合伙人。他也曾领导PwC公司的金融科技实践,在那里他曾为支付、数字银行、点对点贷款、保险科技、PropTech、数字资产和资产和财富管理领域的公司提供服务。在担任普华永道最新职位之前,Meltzer先生于2008年至2011年担任普华永道金融服务监管负责人,并于2010年至2016年担任资产和财富管理部门负责人,负责为银行,资产管理公司,财富管理公司,私人股本基金,对冲基金提供咨询,风险投资公司和金融科技公司。Meltzer先生在宾厄姆顿大学获得会计学学士学位,是纽约和加利福尼亚州的注册会计师。Meltzer先生还担任Tipping Point Community的领导委员会成员,以及Binghamton University School of Management的顾问委员会成员。
- Gary Meltzer has served as an independent director since the effective date of this prospectus. Mr. Meltzer currently serves as an advisor to early-stage companies. Prior to September 30 2020 he was a partner at PwC where he most recently served as the Managing Partner responsible for PwC's Bay Area and Northwest Market and served as a global relationship partner to Fortune 500 financial services and technology companies. He also led PwC's FinTech practice, where he provided services to companies in the payments, digital banking, peer-to-peer lending, InsurTech, PropTech, digital assets and asset and wealth management spaces. Prior to his latest positions at PwC, Mr. Meltzer was PwC's Financial Services Regulatory Leader from 2008 to 2011 and the Asset and Wealth Management Sector Leader from 2010 to 2016 where he was responsible for advising banks, asset managers, wealth managers, private equity funds, hedge funds, venture capital firms and FinTech companies. Mr. Meltzer has a B.S. in Accounting from Binghamton University and is a Certified Public Accountant CPA in New York and California. Mr. Meltzer also serves on the Leadership Council for Tipping Point Community and as an Advisory Board Member of Binghamton University School of Management.
- Ruzwana Bashir
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Ruzwana Bashir自2012年起担任体验预订软件和市场Peek.com的联合创始人、首席执行官和董事会成员。Bashir女士曾于2010年至2011年担任在线艺术经纪公司Artsy的营销和业务发展总监。巴希尔女士还曾于2010年在网购公司Gilt Groupe从事战略和业务发展工作。她还曾于2006年至2009年担任投资公司黑石集团房地产私募股权部门的分析师,并于2005年在高盛高盛从事投资银行工作。Bashir女士拥有牛津大学文学学士学位和哈佛商学院工商管理硕士学位。
Ruzwana Bashir,is the co-founder, Chief Executive Officer and a board member of Peek.com, an experiences booking software and marketplace, since 2012. Ms. Bashir was previously the Director of Marketing and Business Development at Artsy, an online art brokerage, from 2010 to 2011. Ms. Bashir also worked in Strategy and Business Development at Gilt Groupe, an online shopping company, in 2010. She was also an analyst in the real estate private equity group of The Blackstone Group, an investment firm, from 2006 to 2009, and worked in investment banking at Goldman Sachs in 2005. Ms. Bashir holds a bachelor of arts from University of Oxford and a master of business administration from Harvard Business School. - Ruzwana Bashir自2012年起担任体验预订软件和市场Peek.com的联合创始人、首席执行官和董事会成员。Bashir女士曾于2010年至2011年担任在线艺术经纪公司Artsy的营销和业务发展总监。巴希尔女士还曾于2010年在网购公司Gilt Groupe从事战略和业务发展工作。她还曾于2006年至2009年担任投资公司黑石集团房地产私募股权部门的分析师,并于2005年在高盛高盛从事投资银行工作。Bashir女士拥有牛津大学文学学士学位和哈佛商学院工商管理硕士学位。
- Ruzwana Bashir,is the co-founder, Chief Executive Officer and a board member of Peek.com, an experiences booking software and marketplace, since 2012. Ms. Bashir was previously the Director of Marketing and Business Development at Artsy, an online art brokerage, from 2010 to 2011. Ms. Bashir also worked in Strategy and Business Development at Gilt Groupe, an online shopping company, in 2010. She was also an analyst in the real estate private equity group of The Blackstone Group, an investment firm, from 2006 to 2009, and worked in investment banking at Goldman Sachs in 2005. Ms. Bashir holds a bachelor of arts from University of Oxford and a master of business administration from Harvard Business School.
- William Borden
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William Borden,担任微软(NASDAQ:MSFT)全球金融服务公司副总裁,自2019年9月起担任该职位。Borden先生此前曾于2012年9月至2019年9月担任美银美林的董事总经理,在全球交易服务、股票资产管理服务和企业支付领域担任各种行政职务,并于1998年10月至2012年9月担任花旗集团的董事总经理。在加入花旗集团之前,Borden先生曾在RR Donnelley和IBM咨询公司担任领导职务。Borden先生还担任HUB的董事会成员,HUB是一家数据、贸易和报告的云技术解决方案提供商,自2021年1月起担任该职位。他此前曾于2021年10月至2023年8月期间担任银行解决方案和零售技术公司迪堡金融设备的董事会成员。Borden先生在2018年1月至2025年2月期间担任全国黑人MBA协会的董事会成员。Borden先生拥有美国康奈尔大学电气工程学士学位和西北大学家乐氏管理学院工商管理硕士学位。
William Borden,serves as Corporate Vice President of Worldwide Financial Services at Microsoft (NASDAQ: MSFT), a position he has held since September 2019. Mr. Borden previously served as a Managing Director at Bank of America Merrill Lynch from September 2012 to September 2019, serving in various executive roles across global transaction services, equity asset management services and enterprise payments, and as a Managing Director at Citigroup from October 1998 to September 2012. Prior to joining Citigroup, Mr. Borden held leadership positions at RR Donnelley and IBM Consulting. Mr. Borden also serves as a board member of HUB, a cloud technology solutions provider for data, trade and reporting, a position he has held since January 2021, and he previously served as a board member of Diebold Nixdorf, a banking solutions and retail technology company, from October 2021 to August 2023. Mr. Borden served as a board member of the National Black MBA Association from January 2018 to February 2025. Mr. Borden holds a bachelor of science in electrical engineering from Cornell University and a master of business administration from the Northwestern University Kellogg School of Management. - William Borden,担任微软(NASDAQ:MSFT)全球金融服务公司副总裁,自2019年9月起担任该职位。Borden先生此前曾于2012年9月至2019年9月担任美银美林的董事总经理,在全球交易服务、股票资产管理服务和企业支付领域担任各种行政职务,并于1998年10月至2012年9月担任花旗集团的董事总经理。在加入花旗集团之前,Borden先生曾在RR Donnelley和IBM咨询公司担任领导职务。Borden先生还担任HUB的董事会成员,HUB是一家数据、贸易和报告的云技术解决方案提供商,自2021年1月起担任该职位。他此前曾于2021年10月至2023年8月期间担任银行解决方案和零售技术公司迪堡金融设备的董事会成员。Borden先生在2018年1月至2025年2月期间担任全国黑人MBA协会的董事会成员。Borden先生拥有美国康奈尔大学电气工程学士学位和西北大学家乐氏管理学院工商管理硕士学位。
- William Borden,serves as Corporate Vice President of Worldwide Financial Services at Microsoft (NASDAQ: MSFT), a position he has held since September 2019. Mr. Borden previously served as a Managing Director at Bank of America Merrill Lynch from September 2012 to September 2019, serving in various executive roles across global transaction services, equity asset management services and enterprise payments, and as a Managing Director at Citigroup from October 1998 to September 2012. Prior to joining Citigroup, Mr. Borden held leadership positions at RR Donnelley and IBM Consulting. Mr. Borden also serves as a board member of HUB, a cloud technology solutions provider for data, trade and reporting, a position he has held since January 2021, and he previously served as a board member of Diebold Nixdorf, a banking solutions and retail technology company, from October 2021 to August 2023. Mr. Borden served as a board member of the National Black MBA Association from January 2018 to February 2025. Mr. Borden holds a bachelor of science in electrical engineering from Cornell University and a master of business administration from the Northwestern University Kellogg School of Management.
- Dana Green
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达纳-格林,从1991年开始,还在纽约联邦储备银行担任了32年的高级副总裁和高级银行监事。从2010年到2023年初,格林女士负责监管(在5年的时间段内)具有复杂风险特征的系统重要性金融机构。格林女士还在压力时期监督了几家复杂的机构。格林女士所担任的重要联邦储备银行委员会任务包括在国际清算银行的一个监管小组委员会任职,该小组委员会旨在协调跨司法管辖的安全和稳健方法,以应对新出现的风险,以促进金融稳定。格林女士还曾在联邦储备系统的风险委员会和流动性委员会任职。
Dana Green,has also served as Senior Vice President and as a senior bank supervisor at the Federal Reserve Bank of New York for 32 years starting in 1991. From 2010 to early 2023, Ms. Green was in charge of supervising (in 5-year time periods) systemically important financial institutions with complex risk profiles. Ms. Green also supervised several complex institutions during times of stress. Important Federal Reserve Bank Committee assignments held by Ms. Green include serving on a subcommittee of supervisors for the Bank for International Settlement aimed at harmonizing cross jurisdictional safety and soundness approaches for emerging risks to foster financial stability. Ms. Green has also served on the Risk Committee and the Liquidity Committee for the Federal Reserve System. - 达纳-格林,从1991年开始,还在纽约联邦储备银行担任了32年的高级副总裁和高级银行监事。从2010年到2023年初,格林女士负责监管(在5年的时间段内)具有复杂风险特征的系统重要性金融机构。格林女士还在压力时期监督了几家复杂的机构。格林女士所担任的重要联邦储备银行委员会任务包括在国际清算银行的一个监管小组委员会任职,该小组委员会旨在协调跨司法管辖的安全和稳健方法,以应对新出现的风险,以促进金融稳定。格林女士还曾在联邦储备系统的风险委员会和流动性委员会任职。
- Dana Green,has also served as Senior Vice President and as a senior bank supervisor at the Federal Reserve Bank of New York for 32 years starting in 1991. From 2010 to early 2023, Ms. Green was in charge of supervising (in 5-year time periods) systemically important financial institutions with complex risk profiles. Ms. Green also supervised several complex institutions during times of stress. Important Federal Reserve Bank Committee assignments held by Ms. Green include serving on a subcommittee of supervisors for the Bank for International Settlement aimed at harmonizing cross jurisdictional safety and soundness approaches for emerging risks to foster financial stability. Ms. Green has also served on the Risk Committee and the Liquidity Committee for the Federal Reserve System.
- John Hele
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John Hele,自2023年9月起担任AI技术公司Portage AI Inc.的执行董事长,自2023年7月起担任封闭式整体人寿保险再保险公司Resolution Re Limited的董事长兼顾问。在担任这些现任职务之前,和乐先生于2018年10月至2019年2月担任封闭式大宗人寿保险公司Resolution Life Group Holdings的董事会成员,于2019年2月至2023年3月担任首席运营官,并于2019年2月至2023年6月担任总裁。在加入Resolution Life Group Holdings之前,和乐先生曾于2012年9月至2019年9月担任全球人寿保险公司大都会人寿首席财务官兼执行副总裁,并曾在保险行业担任多个高级职务,包括在荷兰国际 NV担任执行委员会成员和首席财务官,以及在Arch Capital Group Ltd. Bermuda担任财务主管兼执行副总裁首席财务官,并在美林证券公司(Merrill Lynch & Co.)工作了11年,负责投资银行业务、金融机构集团以及私人客户集团。Hele先生拥有滑铁卢大学数学学士学位,是精算师协会会员、加拿大精算师协会会员和美国精算师学会会员。
John Hele,has served as Executive Chairman to Portage AI Inc., an AI technology company, since September 2023 and as Chairman and Advisor to Resolution Re Limited, a reinsurer of closed block life insurance, since July 2023. Prior to these current roles, Mr. Hele served as a Board Member of Resolution Life Group Holdings, a closed block life insurance company, from October 2018 to February 2019, as Chief Operating Officer from February 2019 to March 2023 and as President from February 2019 to June 2023. Prior to joining Resolution Life Group Holdings, Mr. Hele served as Chief Financial Officer and Executive Vice President of MetLife, Inc., a global life insurer, from September 2012 to September 2019, and he has held various senior positions in the insurance industry, including as a Member of the Executive Board and Chief Financial Officer at ING Groep NV, and Chief Financial Officer, Treasurer and Executive Vice President for Arch Capital Group Ltd. Bermuda, and he spent 11 years at Merrill Lynch & Co. in the investment banking, financial institutions group, and the private client group. Mr. Hele holds a bachelor of mathematics from University of Waterloo and is a Fellow of the Society of Actuaries, a Fellow of the Canadian Institute of Actuaries, and a Member of the American Academy of Actuaries. - John Hele,自2023年9月起担任AI技术公司Portage AI Inc.的执行董事长,自2023年7月起担任封闭式整体人寿保险再保险公司Resolution Re Limited的董事长兼顾问。在担任这些现任职务之前,和乐先生于2018年10月至2019年2月担任封闭式大宗人寿保险公司Resolution Life Group Holdings的董事会成员,于2019年2月至2023年3月担任首席运营官,并于2019年2月至2023年6月担任总裁。在加入Resolution Life Group Holdings之前,和乐先生曾于2012年9月至2019年9月担任全球人寿保险公司大都会人寿首席财务官兼执行副总裁,并曾在保险行业担任多个高级职务,包括在荷兰国际 NV担任执行委员会成员和首席财务官,以及在Arch Capital Group Ltd. Bermuda担任财务主管兼执行副总裁首席财务官,并在美林证券公司(Merrill Lynch & Co.)工作了11年,负责投资银行业务、金融机构集团以及私人客户集团。Hele先生拥有滑铁卢大学数学学士学位,是精算师协会会员、加拿大精算师协会会员和美国精算师学会会员。
- John Hele,has served as Executive Chairman to Portage AI Inc., an AI technology company, since September 2023 and as Chairman and Advisor to Resolution Re Limited, a reinsurer of closed block life insurance, since July 2023. Prior to these current roles, Mr. Hele served as a Board Member of Resolution Life Group Holdings, a closed block life insurance company, from October 2018 to February 2019, as Chief Operating Officer from February 2019 to March 2023 and as President from February 2019 to June 2023. Prior to joining Resolution Life Group Holdings, Mr. Hele served as Chief Financial Officer and Executive Vice President of MetLife, Inc., a global life insurer, from September 2012 to September 2019, and he has held various senior positions in the insurance industry, including as a Member of the Executive Board and Chief Financial Officer at ING Groep NV, and Chief Financial Officer, Treasurer and Executive Vice President for Arch Capital Group Ltd. Bermuda, and he spent 11 years at Merrill Lynch & Co. in the investment banking, financial institutions group, and the private client group. Mr. Hele holds a bachelor of mathematics from University of Waterloo and is a Fellow of the Society of Actuaries, a Fellow of the Canadian Institute of Actuaries, and a Member of the American Academy of Actuaries.
- Gary Meltzer
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Gary Meltzer,自2020年10月起担任Harris Ariel Advisory LLC的管理成员、执行顾问、顾问和投资者。Meltzer先生是公共会计服务领域的长期资深人士,曾在罗兵咸永道会计师事务所(PricewaterhouseCoopers LLP)担任多个职位超过35年,包括担任管理合伙人。Meltzer先生自2021年10月起担任金融科技公司Pontoro,Inc.的战略顾问。Meltzer先生目前自2022年起担任Apollo Realty Income解决方案公司和American Century共同基金的董事会成员。此前,他于2021年10月至2024年10月担任ExcelFin Acquisition Corp.(NASDAQ:XFIN)的董事会成员。Meltzer先生拥有宾厄姆顿大学会计学学士学位,是一名注册会计师。
Gary Meltzer,has served as Managing Member, Executive Advisor, Consultant and Investor at Harris Ariel Advisory LLC since October 2020. Mr. Meltzer is a long-term veteran of public accounting services, having held multiple positions at PricewaterhouseCoopers LLP over a 35-year period, including serving as a Managing Partner. Mr. Meltzer has served as a strategic advisor to Pontoro, Inc., a financial technology company, since October 2021. Mr. Meltzer currently serves on the boards of directors of Apollo Realty Income Solutions, Inc. and American Century Mutual Funds, since 2022. He previously served as a member of the board of directors of ExcelFin Acquisition Corp. (NASDAQ: XFIN) from October 2021 to October 2024. Mr. Meltzer holds a bachelor of science in accounting from Binghamton University and is a Certified Public Accountant. - Gary Meltzer,自2020年10月起担任Harris Ariel Advisory LLC的管理成员、执行顾问、顾问和投资者。Meltzer先生是公共会计服务领域的长期资深人士,曾在罗兵咸永道会计师事务所(PricewaterhouseCoopers LLP)担任多个职位超过35年,包括担任管理合伙人。Meltzer先生自2021年10月起担任金融科技公司Pontoro,Inc.的战略顾问。Meltzer先生目前自2022年起担任Apollo Realty Income解决方案公司和American Century共同基金的董事会成员。此前,他于2021年10月至2024年10月担任ExcelFin Acquisition Corp.(NASDAQ:XFIN)的董事会成员。Meltzer先生拥有宾厄姆顿大学会计学学士学位,是一名注册会计师。
- Gary Meltzer,has served as Managing Member, Executive Advisor, Consultant and Investor at Harris Ariel Advisory LLC since October 2020. Mr. Meltzer is a long-term veteran of public accounting services, having held multiple positions at PricewaterhouseCoopers LLP over a 35-year period, including serving as a Managing Partner. Mr. Meltzer has served as a strategic advisor to Pontoro, Inc., a financial technology company, since October 2021. Mr. Meltzer currently serves on the boards of directors of Apollo Realty Income Solutions, Inc. and American Century Mutual Funds, since 2022. He previously served as a member of the board of directors of ExcelFin Acquisition Corp. (NASDAQ: XFIN) from October 2021 to October 2024. Mr. Meltzer holds a bachelor of science in accounting from Binghamton University and is a Certified Public Accountant.
高管简历
中英对照 |  中文 |  英文- Anthony Noto
Anthony Noto,自2018年3月1日起担任移动优先的个人理财平台SoFi Technologies科技公司(SOFi)的首席执行官兼董事。2017年至2018年担任首席运营官,2016年至2017年担任首席运营官兼首席财务官,2014年至2016年担任全球社交媒体公司Twitter, Inc.的首席财务官的首席运营官。2011年至2014年担任媒体和电信投资银行合伙人、Global Technology联席主管,2010年至2011年担任投资银行部门合伙人,曾担任投资银行部门合伙人,曾担任美国国家橄榄球联盟2008至2010年担任首席财务官的首席财务官。
Anthony Noto Chief Executive Officer and a director of SoFi Technologies, Inc. (SoFi), a digital financial services company, since March 1, 2018;Director of Warner Bros. Discovery, Inc. since January 2025;Chief Operations Officer from 2017 until 2018, Chief Operations Officer and Chief Financial Officer from 2016 to 2017, and Chief Financial Officer from 2014 to 2016, of Twitter, Inc., a global social media company;Partner, Co Head, Global Technology, Media and Telecom Investment Banking from 2011 to 2014, and Partner, Investment Banking Division from 2010 to 2011, at Goldman Sachs & Co;Chief Financial Officer from 2008 to 2010 of the National Football League.He having previoly served as Chief Operating Officer and Chief Financial Officer of Twitter, Inc., and as Chief Financial Officer of the National Football League. During his nearly 13 years at Goldman Sachs & Co., Mr. Noto developed a deep understanding of the technology, media and telecommunications indtries, including serving as Co Head of Global Technology, Media and Telecommunications Investment Banking, and Co Head of Communications, Media and Entertainment Investment Research.- Anthony Noto,自2018年3月1日起担任移动优先的个人理财平台SoFi Technologies科技公司(SOFi)的首席执行官兼董事。2017年至2018年担任首席运营官,2016年至2017年担任首席运营官兼首席财务官,2014年至2016年担任全球社交媒体公司Twitter, Inc.的首席财务官的首席运营官。2011年至2014年担任媒体和电信投资银行合伙人、Global Technology联席主管,2010年至2011年担任投资银行部门合伙人,曾担任投资银行部门合伙人,曾担任美国国家橄榄球联盟2008至2010年担任首席财务官的首席财务官。
- Anthony Noto Chief Executive Officer and a director of SoFi Technologies, Inc. (SoFi), a digital financial services company, since March 1, 2018;Director of Warner Bros. Discovery, Inc. since January 2025;Chief Operations Officer from 2017 until 2018, Chief Operations Officer and Chief Financial Officer from 2016 to 2017, and Chief Financial Officer from 2014 to 2016, of Twitter, Inc., a global social media company;Partner, Co Head, Global Technology, Media and Telecom Investment Banking from 2011 to 2014, and Partner, Investment Banking Division from 2010 to 2011, at Goldman Sachs & Co;Chief Financial Officer from 2008 to 2010 of the National Football League.He having previoly served as Chief Operating Officer and Chief Financial Officer of Twitter, Inc., and as Chief Financial Officer of the National Football League. During his nearly 13 years at Goldman Sachs & Co., Mr. Noto developed a deep understanding of the technology, media and telecommunications indtries, including serving as Co Head of Global Technology, Media and Telecommunications Investment Banking, and Co Head of Communications, Media and Entertainment Investment Research.
- Christopher Lapointe
Christopher Lapointe自2020年9月以来一直担任SoFi的首席财务官,并将在业务合并完成后与SoFi Technologies担任相同的职务。Lapointe先生曾在SoFi担任多个领导职务,包括2020年4月开始的临时首席财务官和2018年6月开始的业务运营主管。在加入SoFi之前,Lapointe先生于2015年11月至2018年6月担任优步科技有限公司(一家提供乘车共享服务的公司)的FP&A,公司财务和金融科技全球主管。此前,Lapointe先生从2012年7月到2015年11月担任高盛技术,媒体和电信投资银行业务副总裁。Lapointe先生拥有达特茅斯学院的文学学士学位,以及达特茅斯学院塔克商学院的工商管理硕士学位。
Christopher Lapointe,served in the same capacity at Social Finance from September 2020 until May 2021. Mr. Lapointe served in multiple leadership roles at Social Finance including interim Chief Financial Officer beginning in April 2020 and Head of Business Operations beginning in June 2018. Prior to joining SoFi, Mr. Lapointe served as the Global Head of FP&A, Corporate Finance and FinTech at Uber Technologies, Inc., a company providing ridesharing services, from November 2015 to June 2018. Previously, Mr. Lapointe served as Vice President of Technology, Media & Telecommunications Investment Banking at Goldman Sachs from July 2012 to November 2015. Mr. Lapointe holds a bachelor of arts from Dartmouth College and a master of business administration from the Tuck School of Business at Dartmouth College.- Christopher Lapointe自2020年9月以来一直担任SoFi的首席财务官,并将在业务合并完成后与SoFi Technologies担任相同的职务。Lapointe先生曾在SoFi担任多个领导职务,包括2020年4月开始的临时首席财务官和2018年6月开始的业务运营主管。在加入SoFi之前,Lapointe先生于2015年11月至2018年6月担任优步科技有限公司(一家提供乘车共享服务的公司)的FP&A,公司财务和金融科技全球主管。此前,Lapointe先生从2012年7月到2015年11月担任高盛技术,媒体和电信投资银行业务副总裁。Lapointe先生拥有达特茅斯学院的文学学士学位,以及达特茅斯学院塔克商学院的工商管理硕士学位。
- Christopher Lapointe,served in the same capacity at Social Finance from September 2020 until May 2021. Mr. Lapointe served in multiple leadership roles at Social Finance including interim Chief Financial Officer beginning in April 2020 and Head of Business Operations beginning in June 2018. Prior to joining SoFi, Mr. Lapointe served as the Global Head of FP&A, Corporate Finance and FinTech at Uber Technologies, Inc., a company providing ridesharing services, from November 2015 to June 2018. Previously, Mr. Lapointe served as Vice President of Technology, Media & Telecommunications Investment Banking at Goldman Sachs from July 2012 to November 2015. Mr. Lapointe holds a bachelor of arts from Dartmouth College and a master of business administration from the Tuck School of Business at Dartmouth College.
- Jeremy Rishel
Jeremy Rishel,自2022年6月起担任数字个人理财公司SoFi Technologies(纳斯达克:SOFI)的首席技术官,同时担任工程、产品和设计主管,负责监督SoFi的技术战略和架构。从2019年4月至2022年6月,Rishel先生在Splunk担任工程特别副总裁,并担任其他各种职务,Splunk是一家网络安全和数字可观察性解决方案提供商。在加入Splunk之前,他于2017年10月至2018年4月担任在线订餐和送餐平台DoorDash的工程副总裁。2013年2月至2017年6月,他还在社交媒体公司Twitter担任工程副总裁。Rishel先生在麻省理工学院获得了计算机科学和哲学学士学位,在麻省理工学院斯隆管理学院获得了工商管理硕士学位。
Jeremy Rishel,has served as the Chief Technology Officer at SoFi Technologies, Inc. (Nasdaq: SOFI), a digital personal finance company, since June 2022, where he also serves as the Head of Engineering, Product and Design, overseeing SoFi's technology strategy and architecture. From April 2019 to June 2022, Mr. Rishel served as the Special Vice President of Engineering and in various other roles at Splunk, a provider of cybersecurity and digital observability solutions. Prior to joining Splunk, he was the Vice President of Engineering at DoorDash, an online food ordering and delivery platform, from October 2017 to April 2018. He also served as Vice President of Engineering at Twitter, a social media company, from February 2013 to June 2017. Mr. Rishel received a Bachelor of Arts in computer science and philosophy from the Massachusetts Institute of Technology and a Master of Business Administration from MIT's Sloan School of Management.- Jeremy Rishel,自2022年6月起担任数字个人理财公司SoFi Technologies(纳斯达克:SOFI)的首席技术官,同时担任工程、产品和设计主管,负责监督SoFi的技术战略和架构。从2019年4月至2022年6月,Rishel先生在Splunk担任工程特别副总裁,并担任其他各种职务,Splunk是一家网络安全和数字可观察性解决方案提供商。在加入Splunk之前,他于2017年10月至2018年4月担任在线订餐和送餐平台DoorDash的工程副总裁。2013年2月至2017年6月,他还在社交媒体公司Twitter担任工程副总裁。Rishel先生在麻省理工学院获得了计算机科学和哲学学士学位,在麻省理工学院斯隆管理学院获得了工商管理硕士学位。
- Jeremy Rishel,has served as the Chief Technology Officer at SoFi Technologies, Inc. (Nasdaq: SOFI), a digital personal finance company, since June 2022, where he also serves as the Head of Engineering, Product and Design, overseeing SoFi's technology strategy and architecture. From April 2019 to June 2022, Mr. Rishel served as the Special Vice President of Engineering and in various other roles at Splunk, a provider of cybersecurity and digital observability solutions. Prior to joining Splunk, he was the Vice President of Engineering at DoorDash, an online food ordering and delivery platform, from October 2017 to April 2018. He also served as Vice President of Engineering at Twitter, a social media company, from February 2013 to June 2017. Mr. Rishel received a Bachelor of Arts in computer science and philosophy from the Massachusetts Institute of Technology and a Master of Business Administration from MIT's Sloan School of Management.
- Kelli Keough
Kelli Keough,2015年11月至2023年2月担任摩根大通公司董事总经理,包括担任JPMC Asset & Wealth Management数字财富管理全球主管以及JPMorgan Wealth Management产品、数字和客户解决方案主管。她还曾于2021年至2023年担任JPMorgan Securities,LLC的董事会成员。此前,Keough博士曾于2003年4月至2015年11月在Charles Schwab公司担任过多种行政职务,包括担任Schwab交易服务和optionsXpress高级副总裁。Keough博士拥有耶鲁大学的文学学士学位,以及斯坦福大学的心理学艺术硕士和心理学哲学博士学位。
Kelli Keough,served as a Managing Director at JPMorgan Chase & Co. from November 2015 to February 2023, including as Global Head of Digital Wealth Management at JPMC Asset & Wealth Management and as Head of Product, Digital and Client Solutions at JPMorgan Wealth Management. She also served as a member of the board of directors of JPMorgan Securities, LLC from 2021 to 2023. Previously, Dr. Keough served in a variety of executive roles at Charles Schwab & Co. Inc. from April 2003 to November 2015, including as Senior Vice President of Schwab Trading Services and optionsXpress. Dr. Keough holds a bachelor of arts from Yale University and a master of arts in psychology and a doctorate of philosophy in psychology from Stanford University.- Kelli Keough,2015年11月至2023年2月担任摩根大通公司董事总经理,包括担任JPMC Asset & Wealth Management数字财富管理全球主管以及JPMorgan Wealth Management产品、数字和客户解决方案主管。她还曾于2021年至2023年担任JPMorgan Securities,LLC的董事会成员。此前,Keough博士曾于2003年4月至2015年11月在Charles Schwab公司担任过多种行政职务,包括担任Schwab交易服务和optionsXpress高级副总裁。Keough博士拥有耶鲁大学的文学学士学位,以及斯坦福大学的心理学艺术硕士和心理学哲学博士学位。
- Kelli Keough,served as a Managing Director at JPMorgan Chase & Co. from November 2015 to February 2023, including as Global Head of Digital Wealth Management at JPMC Asset & Wealth Management and as Head of Product, Digital and Client Solutions at JPMorgan Wealth Management. She also served as a member of the board of directors of JPMorgan Securities, LLC from 2021 to 2023. Previously, Dr. Keough served in a variety of executive roles at Charles Schwab & Co. Inc. from April 2003 to November 2015, including as Senior Vice President of Schwab Trading Services and optionsXpress. Dr. Keough holds a bachelor of arts from Yale University and a master of arts in psychology and a doctorate of philosophy in psychology from Stanford University.
- Arun Pinto
Arun Pinto,于2021年8月至2024年2月在银行机构富国银行银行担任消费者、小型和商业银行部门首席风险官。在此之前,Pinto先生在其整个职业生涯中担任过多个管理职务,包括在银行机构摩根大通公司担任首席风险官职务,2018年至2021年担任汽车业务首席风险官,在担任该职务之前,担任抵押贷款服务和资本市场首席风险官。此前,平托还曾在银行机构美国银行任职,担任多个二线风险主管职务,包括领导大众富裕战略的风险监督以及领导消费者和量化分析。Pinto先生拥有加州大学伯克利分校化学工程学理学学士学位。
Arun Pinto,served as Chief Risk Officer of Consumer, Small and Business Banking division at Wells Fargo Bank, N.A., a banking institution, from August 2021 to February 2024. Previously, Mr. Pinto held several management roles throughout his career, including Chief Risk Officer roles at JPMorgan Chase & Co., a banking institution, where he was Chief Risk Officer of the Auto Business from 2018 to 2021 and, prior to such role, Chief Risk Officer for Mortgage Servicing and Capital Markets. Previously, Mr. Pinto also worked at Bank of America, a banking institution, in a number of second line risk executive roles including leading risk oversight of the Mass Affluent Strategy and leading Consumer and Quantitative Analytics. Mr. Pinto holds a bachelor of science in chemical engineering from the University of California at Berkeley.- Arun Pinto,于2021年8月至2024年2月在银行机构富国银行银行担任消费者、小型和商业银行部门首席风险官。在此之前,Pinto先生在其整个职业生涯中担任过多个管理职务,包括在银行机构摩根大通公司担任首席风险官职务,2018年至2021年担任汽车业务首席风险官,在担任该职务之前,担任抵押贷款服务和资本市场首席风险官。此前,平托还曾在银行机构美国银行任职,担任多个二线风险主管职务,包括领导大众富裕战略的风险监督以及领导消费者和量化分析。Pinto先生拥有加州大学伯克利分校化学工程学理学学士学位。
- Arun Pinto,served as Chief Risk Officer of Consumer, Small and Business Banking division at Wells Fargo Bank, N.A., a banking institution, from August 2021 to February 2024. Previously, Mr. Pinto held several management roles throughout his career, including Chief Risk Officer roles at JPMorgan Chase & Co., a banking institution, where he was Chief Risk Officer of the Auto Business from 2018 to 2021 and, prior to such role, Chief Risk Officer for Mortgage Servicing and Capital Markets. Previously, Mr. Pinto also worked at Bank of America, a banking institution, in a number of second line risk executive roles including leading risk oversight of the Mass Affluent Strategy and leading Consumer and Quantitative Analytics. Mr. Pinto holds a bachelor of science in chemical engineering from the University of California at Berkeley.
- Eric Schuppenhauer
Eric Schuppenhauer,于2018年3月至2024年8月在银行机构Citizens Financial集团担任执行副总裁兼消费贷款主管。此前,Schuppenhauer先生曾在Capital One领导抵押贷款发起和服务业务,并在摩根大通公司担任高级领导职务,包括领导该公司的抵押贷款发起和服务业务,并担任其抵押贷款首席财务官。Schuppenhauer先生拥有弗吉尼亚大学商业:会计学理学学士学位,是一名注册会计师。
Eric Schuppenhauer,served as Executive Vice President, Head of Consumer Lending at Citizens Financial Group, a banking institution, from March 2018 to August 2024. Previously, Mr. Schuppenhauer led the mortgage originations and servicing businesses at Capital One, and held senior leadership roles at JPMorgan Chase & Co., including leading the company's mortgage originations and servicing businesses, and as their mortgage Chief Financial Officer. Mr. Schuppenhauer holds a bachelor of science in Commerce: Accounting from the University of Virginia and is a Certified Public Accountant.- Eric Schuppenhauer,于2018年3月至2024年8月在银行机构Citizens Financial集团担任执行副总裁兼消费贷款主管。此前,Schuppenhauer先生曾在Capital One领导抵押贷款发起和服务业务,并在摩根大通公司担任高级领导职务,包括领导该公司的抵押贷款发起和服务业务,并担任其抵押贷款首席财务官。Schuppenhauer先生拥有弗吉尼亚大学商业:会计学理学学士学位,是一名注册会计师。
- Eric Schuppenhauer,served as Executive Vice President, Head of Consumer Lending at Citizens Financial Group, a banking institution, from March 2018 to August 2024. Previously, Mr. Schuppenhauer led the mortgage originations and servicing businesses at Capital One, and held senior leadership roles at JPMorgan Chase & Co., including leading the company's mortgage originations and servicing businesses, and as their mortgage Chief Financial Officer. Mr. Schuppenhauer holds a bachelor of science in Commerce: Accounting from the University of Virginia and is a Certified Public Accountant.