Leading Experts on Financial & Business Services

Kevin Kramer is a Principal at K2 Consulting. He is also a President at West End Financial Advisors. He was previously a Senior Executive Vice-President at MBNA America until April 2005, where he was responsible for Database Marketing, Merchant Services, and Recurring Payments Initiatives. Dr. Kramer's...

Rob Kristufek is Managing Director of Energy Trading at Wolverine Trading, a proprietary trading firm. Mr. Kristufek has experience in consulting on commodity trading and risk management strategies. He is also Head of Kristufek Enterprises LLC, which has ownership in a Power and Fertilizer Plant located...

Mr. Krsnich has 24 years of Financial Service Experience concentrated in mortgage investment and risk management. JMN Financial LLC was formed in 2006 to provide portfolio management and consultation to Financial Institutions and investors. The firm currently has over $60 million in institutional funds...

Joshua Kurtzig is a Director at DAC Financial Management (China), a China-focused alternative investment manager that was established in 2002 and represented the first non-Chinese investors to purchase an NPL portfolio in China from AMCs. Mr. Kurtzig's experience in the financial services industry includes...

Tom LaMagna is a Director at Auriemma Consulting (ACG), a consultancy that specializes in the credit, debit, and private label card markets. Tom will be prepared to address operational practices and technologies for lending institutions. At ACG Tom manages the ACG Industry Roundtables and benchmark...

David Lamont is a Project Manager at Applied Language Solutions since 2007. Applied Language Solutions has worked within Financial, Legal and Human Resource markets since the company’s inception in 2003. The expertise is evident in the projects the company has delivered to the world’s largest and most...

Stephen Lattanzio is an Vice President at Sun National bank, where he is responsible as the ATM Network Manager and Merchant Services Operations Liason. Mr. Lattanzio has years of diversified banking experience in branch banking, ATM operations, as well as 5 years of Merchant Service Management. Mr....

Ed Lawrence is Managing Associate at Auriemma Consulting Group. He joined Auriemma in 2004 and brings over 25 years of experience in all aspects of the credit and debit card arena with previous experience in both a banking and consulting capacity. Previously, Mr. Lawrence was Senior Vice President...

Dr. Michel Léonard is Senior Vice President and Chief Economist for Alliant Emerging Markets, a leading insurance brokerage and risk advisory firm owned by the Blackstone Group of Companies. Dr. Léonard oversees credit and political risk rating, modeling and project finance services. His expertise...

Josh Levy is Executive Director of Tactical Asset Management, an FX investment advisory and capital management corporation. Mr. Levy founded the firm in 2004 and also serves as Investment Manager; he has over 18 years of FX-specific experience. Previously, Mr. Levy was a senior inter-bank foreign-exchange...

Hamilton Lin, CFA, is the President of Wall St. Training, a corporate training firm that teaches the fundamentals of financial analysis, modeling and valuation. He has a broad background in investment banking and mergers & acquisitions in diverse industries ranging from oil & gas to insurance to asset...

Robert W. Lincoln, Jr. is currently a HR Consultant with Robert Lincoln Consulting, L.L.C., a firm specializing in strategic human resources planning, change management, cultural integration and the coaching and counseling of executives, people managers and Human Resource professionals. Robert was previously...

Daniel Lisser, since 2004, has been a Managing Director at Johnson Capital and co-heads the firm's mortgage loan sales group, with responsibilities including oversight of real estate debt evaluations, marketing strategy, contract negotiations, and sales. Mr. Lisser is also involved in originating and...

Norman Litell was most recently a Vice President of Strategic Planning at Visa USA (leaving December 2003) where he provided strategic planning, risk management and product/project management support for business and government payment system activities. In this role at Visa, Mr. Litell was responsible...

Ronald Loshin is the chairman and founder of BLC Associates, an auto finance and lease consultancy. Mr. Loshin is well-versed in all aspects of the auto finance market such as subprime financing, auto auctions and vehicle wholesale values, auto manufacturer captive finance companies and the auto receivables...

Adam Lowey is the Owner of Express Health Insurance Services, since 2001, an independent insurance agency specializing in health insurance for people on Medicare, individuals/families, and small businesses. They have bi-lingual services with representatives to assist the Spanish speaking community....

Gary Manfredi is a co-founder and Principal at ExMor Capital, a mortgage industry service company, dedicated to managing capital markets risk for financial institutions originating residential mortgages. He has 24 years in the mortgage banking industry ranging from mortgage origination sales and sales...

James Mariano is a cofounder and Principal at ExMor Capital, a mortgage industry service company, dedicated to managing capital markets risk for financial institutions originating residential mortgages. He has 18 years in the mortgage banking industry ranging from sales and sales management to secondary,...

Mark Mariotti is the Chief Executive Officer of FutureManagement, where he leads the management and consulting efforts of a diversified global financial management consulting and holding company. Since 1975, he is involved in information technology, leading to his current position as an acknowledged...

Robert Mazzarella has over 33 years experience in the securities industry, including 18 years at Fidelity Investments. He retired as the President of Fidelity Brokerage Services, LLC in February 2002. As President, Mr. Mazzarella had overall responsibility for all of Fidelity’s retail brokerage products...