Directory
BC

Beatrice Key, CPA

Managing Partner
CA

Chris Amundson

President
JK

Joerg Kemkes

Managing Director
RU

Russell Upton

Managing Director
KM

Kane Munro

Director
DS

Daniela Andrea Salas Sutil

Gerente general
JD

Jay DeMarzo

Managing Director
SK

Sudhir Kumar

Managing Director
TP

Todd P.

Senior Vice President, Head of the Digital Center of Excellence
AM

Amish Mehta

Managing Director and Chief Executive Officer
NB

Neil Bisset

Senior MD and Chief Information Officer (CIO)
DV

Derek Vreeburg

Co-founder | Commercial & MD
BM

Brian Moriarty

Vice President, Enterprise Sales I Omnichannel
MS

Michael Smith

Assistant Vice President, Corporate Development
AM

Alejandro M.

VP Acquiring, Credit and Implementation
OB

Oded Berson

Senior Vice President, Digital & Operations
GI

George Irvin

Vice President Sales - Fidelity Institutional
VB

Vaishali Bhatt

AVP - Cloud Engineering and Transformation
IK

Ivan Kuan

VP, Business Planning, Strategy & Product Research
LL

Lee Lahti

Vice President of Information Technology
FC

Franky Chan

Sales Manager, Intermediary Business China
ET

Eric Tsang

Senior Manager, Mutual Fund Sales & Distribution
AC

Alva Cheng

Investment Sales Manager
CL

Crystal Leung

Manager, Retail sales and support