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Contributors

Andy Schmidt

Andy Schmidt Andy Schmidt, research director at CEB TowerGroup offers a multi-dimensional perspective on the financial services industry. With more than 20 years of experience, Andy is a seasoned industry veteran who lives by the words of one of his college professors: Focus on where you want to be, rather than on how you get there.

Atit Amin

Atit Amin Atit Amin is a Research Analyst in CEB TowerGroup's Capital Markets and Wealth Management practices. His role is to provide research support to the practices by conducting primary and secondary research and gathering, organizing, and distributing data related to business and technology trends in financial services. Before joining CEB TowerGroup, Atit worked for Chartis, the Commercial Insurance subsidiary of AIG, as a Loss Sensitive Analyst. In this position, Atit worked with Underwriters and Actuaries to conduct accounting servicing activities and transaction analyses for Fortune 500 companies. Atit graduated with cum laude distinction from Colgate University with a Bachelor of Arts degree in Economics and International Relations and was also inducted into the Political Union Honor Society and the Pi Sigma Alpha Honor Society.

Brian Riley

Brian Riley Brian Riley is a Research Director with CEB TowerGroup's Retail Banking practice and has more than 25 years of financial institution experience and is an expert in the areas of bank card technology, emerging trends, new products and revenue management. As a banking expert, Riley works on a wide variety of business and technology issues facing banks and consumers, from new threats against consumers who use debit cards to information bank executives need to know about the business impact of new technologies (e.g., mobile payments) and banking regulations.

Carolina Valencia

Carolina Valencia Carolina Valencia, originally from Quito, Ecuador, is the Research Director of the Quantitative Insights for the Financial Services Practice at the Corporate Executive Board (CEB) since October 2011. She is responsible for leading the research of her team - a group of 7 quant analysts. One of her key responsibilities is to foster new product development for the practice. Prior to joining CEB, Carolina was the Research Director of Social Compact, a nonprofit organization dedicated to demonstrating the investment potential in low-income urban neighborhoods across the United States. Carolina holds a Ph.D., Master, and Bachelor degree in Political Science.

Craig Focardi

Craig Focardi Craig is a Senior Research Director in CEB TowerGroup's Retail Banking practice specializing in research and advice on mortgage and consumer lending. He covers a wide range of business, process, strategic, and technical topics relating to loan origination, loan servicing, securitization, and risk management. Craig has 25 years of experience in a variety of finance, product development, and business development roles for mortgage technology vendors, lenders, and risk management firms.

Darrin Courtney

Darrin Courtney Darrin Courtney, research director at CEB TowerGroup applies a broad perspective to wealth management, reminding clients the standard for their offerings is set by cutting-edge technology and products in unrelated industries. He has more than 20 years of financial services experience in operations, client service, product management and business development, and understands the critical role technology plays in today’s wealth management firms.

Dushyant Shahrawat

Dushyant Shahrawat Dushyant Shahrawat is a Senior Research Director at CEB TowerGroup in the Capital Markets practice. With over 15 years of experience in financial services, he is a Chartered Financial Analyst (CFA) and a member of the Boston Security Analysts Society. He researches strategic issues facing asset managers, hedge funds, and brokerage firms globally and advises clients about strategy, marketing, regulation, technology, and product development.

Elisa Vannini

Elisa Vannini Elisa Vannini is a Senior Director of Research for CEB TowerGroup Insurance and the CEB FS Operations Leadership Council. She has twelve years of work experience in Financial Services, most recently in investment banking working on the Financial Services M&A team for Goldman Sachs in London. Elisa obtained a Bachelors Degree and a Masters Degree from Stanford University, and an MBA from ESADE Business School in Barcelona.

Gert Raeves

Gert Raeves Gert Raeves is a Research Director at CEB TowerGroup in the Capital Markets practice. With over 15 years of experience in financial services, he covers strategic issues facing buy-side and sell-side firms globally and advises clients on strategy, regulation, technology, and product development in the area of post-trade business and technology trends for institutional capital markets.

Jaime Roca

Jaime Roca Jaime is a Practice Manager at the Corporate Executive Board where he has served since 2005. He manages the research programs focusing on serving executives overseeing the Operations and Wealth Management functions in the financial services industry. Before joining the Corporate Executive Board, he served a variety of institutional investment clients as a technology equity analyst and also as a European analyst providing macroeconomic and political risk advice to investment bank and hedge fund managers. Jaime earned a Bachelor of Arts in History from Colorado College, Master of Arts with Honors in International Economics from the Johns Hopkins School of Advanced International Studies, and a MBA from the Duke University Fuqua School of Business.

Jason Malo

Jason Malo Jason Malo is a Research Director in CEB TowerGroup's Retail Banking practice and has over 16 years of experience in the development, management, and marketing of online service solutions. Jason is focused on market evaluation and product strategy for mobile banking, as well as the impacts of emerging threats, regulation, and customer attitudes regarding security and fraud across banking and card channels.

Joanne Pollitt

Joanne Pollitt Joanne Pollitt is the Practice Manager for CEB TowerGroup Commercial Banking.  She is responsible for the program management and the research and advisory services provided to Commercial Banking members globally.  Her research coverage includes commercial lending, online banking, business to bank integration, and mobility.

Karen Pauli

Karen Pauli Karen Pauli is a Research Director in the Insurance practice at CEB TowerGroup with more than 25 years of insurance industry experience. She covers a wide range of topics in property and casualty insurance, specializing in distribution, underwriting, claims, predictive analytics, core systems, and business optimization.

Kristin Cressman

Kristin Cressman Kristin Cressman is a Research Associate in CEB TowerGroup's Insurance practice. Her primary role is to provide research support, including data gathering, data management, and written research relating to insurance industry business and technology trends in North America, Europe, and the Asia-Pacific region.

Nate French

Nate French Nate French is a Research Analyst in CEB TowerGroup’s Capital Markets practice. His role is to provide research support to the practice by conducting primary and secondary research on the drivers of business performance, and to equip senior leaders at buy-side firms with the insights and actionable solutions they need. Before joining the Capital Markets practice, Nate worked in CEB TowerGroup’s vendor assessment team, where he conducted analyses of technology solutions targeted to financial institutions across insurance, capital markets, wealth management, and retail and commercial banking. To create these vendor reviews, he led interviews with financial institutions and vendors, saw technology demonstrations, distributed and read responses to vendor RFIs, and performed in-depth market research to uncover drivers of purchase decisions. He also consulted on the development of business requirements in preparation for RFP distribution and vendor selection. Nate received his Bachelor’s degree in Markets and Management Studies from Duke University.

Nicole Sturgill

Nicole Sturgill Nicole Sturgill is a Research Director in the Retail Banking practice at CEB TowerGroup specializing in delivery channels. She has responsibility for research and advisory activities covering trends and developments in branches, ATMs, contact centers, online banking, mobile banking, and social media. Nicole's areas of expertise, developed over 15 years in the financial services industry, include ATM strategy and processing, cash supply chain management, operational analysis, best practices, vendor management, and regulatory compliance.

Peter Aykens

Peter Aykens Peter Aykens is a Managing Director in the Financial Services practice of the Corporate Executive Board. Peter joined the financial services practice in 1991 and has served in a variety of research capacities across his 20 year tenure. In 2001, he assumed responsibility for managing the CEB Retail Banking Leadership Council. Most recently he assumed responsibilities managing research across the practice covering retail and commercial banking, retirement and wealth management issues. As Managing Director, Peter is responsible for ensuring the quality of each program’s research, executive advisory services and the continued growth and innovation of the programs.

Peter Delano

Peter Delano Peter Delano is a Senior Director in the Wealth Management practice at CEB TowerGroup. Peter leads an exclusive peer network of executives that drive technology strategy for wealth management in North America. His research coverage includes CRM and social media platforms, mutual fund, trust, and retirement recordkeeping platforms, as well as data management and business process management for wealth operations.

Phung Phan

Phung Phan Phung Phan is a Senior Research Analyst in CEB TowerGroup's Commercial Banking practice. His role is to provide research support to the practice by conducting primary and secondary research and data analysis, as well as contributing to reports related to business and technology trends in banking and payments services. Before joining the Commercial Banking Practice, Phung was an analyst on the CEB TowerGroup Vendor Assessment Team where he helped develop CEB TowerGroup’s Technology Review product. In this role he worked extensively with financial institutions and technology providers across a wide range of solutions, identifying market demand, technology trends, and best-in-class product capabilities. Phung graduated magna cum laude and Phi Beta Kappa from the University of Pennsylvania with a Bachelor of Arts in International Relations and Classical Studies.

Robert Hunt

Robert Hunt Robert Hunt is a Senior Research Director specializing in core banking and transaction processing systems for CEB TowerGroup. His research is published in CEB TowerGroup's Retail Banking practice.

Sam Stuckal

Sam Stuckal Sam Stuckal is a Research Director in the Insurance practice at CEB TowerGroup supporting Life and Annuity. His research focuses on how technology supports the distribution and servicing of Life and Annuity products, including actuarial systems, policy administration systems, illustration systems and customer relationship management automation.

Steven Murphy

Steven Murphy Steve Murphy is a Research Director in CEB TowerGroup's Commercial Banking & Payments practice covering commercial credit cards, electronic invoicing, client servicing, enterprise integration, and payables and receivables. His broad knowledge gained from over 25 years experience in the financial services industry is reflected in his analysis of electronic payments, bank cards, business cards, and commercial card products in the midsize to large market segments.