Executive, North America Watson Financial Services Team, IBM
Mr. Fearing leads a team of consultative sellers with deep financial services industry expertise to help customers solve there most pressing issues in Risk and Compliance, Payments, KYC and AML, and Client Experience. Prior to his current role, Mr. Fearing was an executive in IBM Software Group and Global Business Services all focussed on Financial Services. His past experience includes extensive management consulting at PwC and Scient as well as industry positions at Bank of America and State Street. He has extensive global experience (10 years+ in London, Argentina, Brazil, Poland, Australia, Peru and Australia).
President, Clarity Advantage
Nick Miller helps commercial banks and credit unions generate more profitable relationships, faster, with small and medium-sized companies, their owners, and employees. During the past 30 years, Nick has consulted with community, regional, and money center banks in the US, Canada, and Mexico on sales strategy implementation, value propositions, sales process, customer experience, and staff development. He has MC’d Source Media’s Small Business Banking Conference for six years and participated as a judge in Barlow Research Associates’ Monarch Innovation Awards for five years. Videos and articles at www.clarityadvantage.com.
Partner, Retail & Business Banking and Digital, Technology & Analytics Practices, Oliver Wyman
Dan Rosenbaum is a Partner in Oliver Wyman’s North American Financial Services practice based out of the firm’s San Francisco office. Dan specializes in banking strategy and innovation. He has over 20 years of experience within the financial services industry. Dan joined Oliver Wyman most recently from Bank of the West where he was Head of Corporate Development, Strategy, and Innovation, with responsibilities including developing the overall corporate strategy, leading business unit strategy projects and M&A mandates and working with Fintechs, accelerators, VCs, and other members of the Fintech ecosystem to accelerate corporate priorities and evaluate new technologies. Dan holds a Masters of Information Science degree from UCLA (with a focus on distributed computer systems and man-machine interfaces) and a Bachelor’s degree in Political Science from UC Berkeley.
Mary Beth Sullivan
Managing Partner, Capital Performance Group
Mary Beth Sullivan has 25 years of experience in financial services, both as a practitioner and an advisor to senior managers and directors. Mary Beth is a founding partner of Capital Performance Group LLC, a management consulting firm that provides advice, research, analysis, and project management services to the financial services industry.