Rashmi Airan, a first generation immigrant of Indian parents and the oldest of three daughters, was raised with high expectations to achieve. She had both professional and personal pressures. In addition to being a mother of two, Rashmi graduated with honors from Columbia Law School. After working for several major corporations, she launched an independent law practice in Miami, Florida. During the housing boom, she was recruited to work with a local real- estate developer who later engaged in questionable business practices. Rashmi's drive to succeed financially and provide for her children, among other factors, led her to make many bad decisions allowing the bank fraud to continue. She chose not to question her client's behavior and ignored her inner voice. Her involvement resulted in Rashmi losing her bar license, serving six months in federal prison, a $19 M restitution judgment, required community service hours, and 3 years supervised release.
Rashmi is now a public speaker, sharing her story to illustrate the ethical perils that can result from a drive to succeed and the blind spots created. She speaks on the multitude of factors that influenced her decision- making, the ethics standards of a fiduciary, the consequences for breaching such a duty, the imperatives of an effective compliance program, embedding ethical vigilance into corporate culture, overcoming adversity and more. She mines her vast legal and business expertise and tells her powerful story to deliver game- changing messages to universities, law firms, corporations, global multi- nationals, and trade associations. Rashmi redefines what it means to be successful and the need for ethical vigilance in an American culture where success is often obtained by any means necessary.
With more than 20 years of financial technology and strategic consulting experience, Edward leads a team of treasury management professionals, serving clients across various industries. His additional focus is developing and maintaining strategic relationships with top clients, bridging solutions from the innovation group and helping map the customer journey.
Edward joined Wells Fargo as part of the Technology, Media and Telecom Group, under Payments, Virtual Solutions and Innovation, in 2017. As a senior consultant with that group he managed a portfolio of major global accounts, including industry leaders in ecommerce retail, family media and entertainment, consumer technology solutions, online auctions, and more. Edward has championed the launch, and assessment, of innovative solutions, including real-time payment solutions, APIs, AI, DLT, and IoT.
Prior to joining Wells Fargo, Edward worked at Amazon where he directed strategy to improve sales positioning for enterprise-level ecommerce clients, partnering with colleagues across Amazon to structure proposals that incorporated a variety of solutions and services for the client. Edward assessed customer needs and defined value propositions for each account based on relationships across the company, ensuring proposals featured the full portfolio of solutions required by the client such as Amazon Payments, Amazon Marketplace, Amazon Media Group, Amazon Fashion, and Alexa AI. Before joining Amazon, Edward served several years, in various treasury leadership roles for Bank of America across the United States, specializing in paradigm-shifting payments solutions.
Everette has presented at several industry events, including Houston Treasury Management Association, Central Association of College and University Business Officers and Carolinas Cash Adventure.
As a Regional Investment Director, Jeff helps individuals and families work toward their unique financial goals. Additionally, he is responsible for oversight of investment management activities within the West Region and works closely with market leaders in business development. He also serves at the national level as a member of both the Investment Management Executive Committee and the Investment Strategy Group, where he contributes to both building our investment solutions platform and managing the asset allocation process.
Jeff has more than 25 years of experience in the investment industry. Prior to joining U.S. Bank Private Wealth Management, he served at JPMorgan Private Bank, where he was responsible for the management of more than $600 million in investment assets. Previously, he held increasingly responsible positions at Northern Trust Bank, Arthur Andersen Financial Advisors and Chase Private Banking. Beyond his experience as a portfolio manager, Jeff has directed the manager due diligence process, performed risk analytics and participated in Treasury management operations.
A frequent public speaker, Jeff regularly serves as a senior investment spokesperson at client functions, media events and during national calls. He is often quoted in interviews with national media outlets, including The Associated Press, CNBC, The Wall Street Journaland U.S. News & World Report.
Lynn Martin is a Senior Vice President in Global Information Security (GIS) at Bank of America. As part of the Cyber Client Engagement (CCE) team of GIS, she’s responsible for GIS external client engagements, and is focused on Bank of America Cyber Security Awareness and Education for all Bank of America lines of business. She works in conjunction with the Business Information Security Officers (BISO) to drive client focused engagements.
Previously, Lynn has served in several key roles across GIS including Sr. Business Information Security Officer, and Sr. Information Security Manager of Application Vulnerability Remediation and Access Control Testing.
Her career at Bank of America spans over 27 years and includes extensive roles throughout Global Technology & Operations. She is Six Sigma Green Belt certified, and an active member of The Executive Women’s Forum, Women Executives of Charlotte, the Charlotte chapter of Women in Technology & Operations (WITO) and Leadership Charlotte.
Lynn resides in Charlotte, NC with her family of rescued dogs.
Candace Wenzel is a Director and Global Solutions Sales Manager within Treasury and Trade Solution’s technology sector. Her role is to lead key global client relationships within the Institutional Clients Group. She rejoined Citibank in May 2015 from Royal Bank of Scotland where she was the West Coast TMT Sector Team Lead in their International Cash Management group. Prior to that Candace was at HSBC where she focused on developing relationships with large multinational corporate clients and global banking clients on their Payments and Cash Management team. She has been in banking since 1988, beginning her career in retail bank marketing and product management before moving to corporate banking in 1999.
Candace has always been active in the local treasury community, first in the Bay Area where she was the Planning Chair of the San Francisco Treasury Symposium for 5 years and served on the Speaker’s Committee for 5 years prior to that. Since moving to the Seattle area in 2018, Candace has been involved in the planning of the NW (Treasury) Summit.
Candace graduated with a Bachelor of Science in Marketing from California State University in Sacramento and holds an MBA in International Marketing from the University of San Francisco. Her certifications include a Certified Treasury Professional (CTP) from Association for Financial Professionals, since 2003, and a Certificate in International Cash Management (CertICM) from the Association of Corporate Treasurers, London, since 2012.
T.R. has worked in treasury at HP, Agilent, Veritas, Symantec and Stanford University. He holds a BA in Economics from Pomona College and a Masters of International Management from Thunderbird.
Tiane has been with U.S. Bank for 42 years. Previous roles with the company were as Operations Officer and Branch Manager in retail branch management as well as Relationship Manager for correspondent banking. Tiane has been in Government Banking for the last 21 years. Tiane has overall responsibility for coordinating the delivery and quality of services and providing contacts with specific expertise for Oregon municipalities.
Tiane completed her undergraduate degrees in Finance and Economics at the University of Hawaii and holds an MBA from Portland State University. Tiane is a Certified Treasury Professional.