Rick Charlino is a visionary technology executive whose four-decade career has shaped the digital transformation of global financial institutions. Known for bridging strategy with execution, Rick has led high-impact initiatives in enterprise modernization, M&A integration, and cloud innovation at firms like Morgan Stanley, J.P. Morgan, and SS&C Technologies. As a board-ready leader, he brings unmatched experience in operational excellence, regulatory alignment, and global team leadership—empowering organizations to thrive through change with purpose and precision.

Alicia Betha is a seasoned Senior Product Leader with a proven track record of driving innovation, scaling product organizations, and leading strategic transformations across the financial services and technology sectors. With over 15 years of experience, she brings a powerful combination of technical expertise, business acumen, and user-centric thinking to every initiative. Alicia is known for building and mentoring high-performing teams, aligning cross-functional stakeholders, and executing long-term product strategies that deliver measurable results. Her leadership has consistently fueled operational efficiency, customer satisfaction, and revenue growth, positioning her as a trusted and forward-thinking executive in the digital product space.

Excited to share my professional journey in technology, asset management, and AI-driven innovation. With 29 years of experience leading large-scale transformations and strategic technology initiatives, I am passionate about bridging the gap between finance and technology to drive meaningful impact. Here is my biography.

Chad Jackson is a seasoned financial services technology leader with a proven track record of driving digital transformation, optimizing operations, and building high-performing teams. As the Technology Advisory Leader at Accenture for U.S. financial services, he specializes in modernizing banking, insurance, and capital markets organizations through strategic reinvention and cutting-edge technology solutions. With deep expertise in cloud transformation, payments, legacy modernization, and enterprise architecture, Chad has successfully led large-scale initiatives that enhance competitive advantage and long-term efficiency. His leadership extends beyond execution, fostering collaboration among C-suite executives, technology teams, and industry partners to ensure sustainable growth and innovation in an evolving financial landscape.