All Things Treasury & Risk Management

Alexander Peyrer

Vice President, Product Development EMEA

Graz, Austria

In 2009, Alexander started working for ecofinance. He particularly liked that he had the opportunity to work on new international banking projects. The negotiations and client meetings were usually held in the respective countries and Alexander enjoyed travelling.

After the merger of Reval and ecofinance in 2010, Alexander was promoted to Team Lead and eventually Director, Product Management. Then in 2015, Alexander became Vice President, Product Development EMEA. He is no longer directly involved in the actual product conception, instead he oversees the Product Development team in Graz.

On the day to day, Alexander values teamwork, but also stresses the importance of individual responsibilities and contributions because he believes that success comes from the combination of all three. As a manager, Alexander places importance on creating a work environment that promotes inventive and fresh ideas. He develops personal relationships with all of his reports to encourage their confidence.

Reynaldo
Implementation Consulting Manager, Professional Services
Vancouver BC, Canada

At Thomson Reuters, Reynaldo worked with Reval on a shared client. At the time, most of Reval’s teams were “risk guys” and they were looking for someone with expertise in cash services. In 2011, Rey was Reval’s first Vancouver employee and he had to build a team in Canada. Now, he manages a team of seven. While it isn’t possible to learn how to be jolly, Rey has some excellent advice to those new to implementation consulting. First, Rey believes that impeccable customer service skills are crucial. “You need to be confident, empathetic, and honest.”

Currently, Rey is working on 10 projects. He said the dynamics of the Professional Services team has changed over the past year. “We are a team on a mission, all working together for successful implementations.” Being on a consulting team goes beyond the eight to five work day, but Rey has mastered juggling his projects, prioritizing, and managing his time both professionally and personally. If he needs to go watch his son’s badminton tournament, then he plans accordingly. “If you work hard you also plan hard!”

Aayushi
Manager, Software Engineering
Gurgaon, India

After joining in 2007, Aayushi watched Reval’s India entity grow from 10-15 employees to over 100 employees. After working for four years in Reval’s India office, Aayushi went on international assignment to New York for about a year and a half. She returned to the India office and became a Team Lead. What began as a small team with 2 direct reports rapidly grew into a 10-person team. In 2014, Aayushi was promoted to Manager, Software Engineering. As a manager, Aayushi said her philosophy is simple- she treats her team as equals. She gives them freedom and avoids micromanaging.

Personally, Aayushi is a self-described workaholic. She loves to be challenged and is motivated by meeting deadlines and delivering the expected product, whether it’s for a client or a colleague. In software engineering, it’s important to keep up with the rapidly changing technology so Aayushi is always reading and learning more to try and stay one step ahead.

Reval works as one global team. Collaborating across geographies and time zones, we can offer efficient solutions and 24/7 support to our global clients. At Reval, we respect, trust and support each other.

Reval encourages diverse thinking. Our experts are known for looking at problems in new ways and for doing things beyond traditional ways. Their creative ideas enable Reval to establish and maintain its position as leader in innovation.

Reval is committed to high quality. Paying attention to detail, we build and deliver solutions that exceed internal and external expectations. This way, our global team is able to create and extend customer loyalty.

Reval employees have a can-do attitude. They see new opportunities and readily take action, even on the toughest challenges. With their positive spirit, they push themselves to help clients, partners and co-workers achieve outstanding results.

Rodger Weismann has been a leader in the software and services industries for the past forty years serving in a variety of financial and operational leadership roles. Most recently, he served as SVP & CFO for Phase Forward, a public provider of data management solutions for clinical trials and drug safety and recently acquired by Oracle. Prior to Phase Forward, Weismann was CFO for four northern California-based software companies including Inxight Software, a private text search engine company, Kabira Technologies a private communications software company, NONSTOP Solutions, a private inventory management software company and Forte Software, a public application development tools company, where he led the IPO in 1996. Previously, in Massachusetts, in roles as CFO, COO, and EVP, Corporate Development over seven years for Banyan Systems, Weismann was instrumental in its growth from $3 million to $130 million and its IPO in 1992. Prior to Banyan, Weismann was CFO at McCormack & Dodge, a private business application software company, The Forum Corporation, a private management and sales training company, Interactive Data Corporation, a private computer time-sharing company offering services primarily to the securities industry and The Ealing Corporation, a public provider of optical services and science teaching equipment. Weismann began his career with Peat, Marwick, Mitchell (now KPMG) in both audit and consulting groups and was licensed as a CPA in Massachusetts. Weismann is a graduate of Cornell University, where he earned a BS in Economics and Amos Tuck School of Business Administration at Dartmouth College, where he earned a MBA, with a concentration in Management Controls.

Brad Waugh was the President and Chief Executive Officer of Tunstall Americas, a world leading provider of telehealthcare solutions. Prior to that he was President and Chief Executive Officer of NaviNet, a leader in unified patient information management (UPIM). Waugh has over 25 years of experience in building and leading entrepreneurial ventures. Before NaviNet, he was the U.S. President and CEO of Wincor-Nixdorf, a $2.6 billion firm that is focused on the ATM and POS marketplace. Prior to Wincor-Nixdorf, in 1998 Waugh successfully sold his first company, C.W. Costello & Associates, Inc. (a Y2K solutions firm) to Covansys (now CSC). In 2000, Waugh founded Watch Hill Partners, Inc., a company focused on CRM optimization and mobility of Fortune 1000 companies. Watch Hill Partners was sold to MasterCard International in May 2004, as part of a new consulting unit, MasterCard Advisors and the Customer Experience Group. Waugh was awarded the 2004 Technology Award for Entrepreneurship from the Entrepreneurship Forum of New England. He has also served on the boards of the RI Convention Center Authority, the Narragansett Bay Commission, ArcStream Solutions (sold to Keane) and Blue Cross & Blue Shield of Rhode Island. At Blue Cross & Blue Shield, Waugh served a short time as the acting CIO. Waugh is the founder and past President of the RI Technology Council and a past board member of Boston University, where he earned his Bachelor of Science/Bachelor of Arts degree from the School of Management.

Manu Rana is a Managing Director and a Co-Head of Financial Partners at Napier Park Global Capital (“Napier Park”). Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors (“CCA”), in February 2013. Prior to joining CCA in 2007, Mr. Rana was a Managing Director of Old Lane, where he led negotiated investments in financial services businesses. Mr. Rana joined Old Lane from Lazard Alternative Investments, where he was a Managing Director of the firm and a Principal of Lazard Technology Partners. At Lazard, Mr. Rana was responsible for equity and debt investments in financial- and related business, as well as information services investments. Mr. Rana started at Lazard in 1994, initially in its financial institutions investment banking group and,from 2000 on, he worked at Lazard Alternative Investments. Prior to Lazard, Mr. Rana was a member of A.T. Kearney’s financial institutions practice. Mr. Rana received a BA from Columbia University.

Justin Perreault is a General Partner of Commonwealth Capital Ventures. Perreault has more than 15 years of venture capital and operating experience in information technology industries. He has particular interest in and experience with enterprise application, infrastructure software, and Software-as-a-Service (SaaS) business models. Prior to joining Commonwealth, Perreault was COO and later CEO of Object Design, a publicly held software company. There he was part of the senior team that helped to grow the company to become the leader in its market segment and take the company public on NASDAQ. Earlier, he was a vice president at Harvard Management Company, responsible for information technology venture investments, and a consultant with McKinsey & Co. Perreault received a Bachelor of Science in mechanical engineering from Rensselaer Polytechnic Institute, summa cum laude, and a Masters of Business Administration from the Harvard Business School where he was a Baker Scholar.

Dr. Steven W. Kohlhagen has been involved in the derivatives markets for over 30 years as an academic, a practitioner, and a Board member. He is well known in the markets as the co-creator of the widely used Garman Kohlhagen pricing model, the formula for estimating the value of a European call option on foreign exchange. Dr. Kohlhagen was also honored as an inaugural member of Risk Magazine’s first “Derivatives Hall of Fame” in 2002. Dr. Kohlhagen’s career in the field of derivatives began in academia as a professor at the University of California, Berkeley. As a practitioner, he built sales teams and derivatives businesses at Lehman Brothers, Bankers Trust, and First Union/Wachovia. At Bankers Trust, he was founder of the Market Transaction Group (Derivatives Options Products) and Managing Director, Money Market Sales and Trading, Origination and Distribution. His career at First Union began as co-founder of all derivative products business and later Managing Director for the Fixed Income Division. Additionally, Kohlhagen’s contributions to the world of finance have been widely published in a number of economics and business publications and journals. In addition to Reval’s Board, Dr. Kohlhagen sits on the Board of Directors of Ametek, Inc. a leading global manufacturer of electronic instruments and electromechanical devices; Abtech Holdings, Inc., a developer and manufacturer of environmental technologies; and Freddie Mac, established by Congress to provide liquidity, stability and affordability to the U.S. residential mortgage markets.

Mr. Feigelson is Senior Vice President, General Counsel and Head of Corporate Governance of TIAA-CREF, a national financial services group of companies and the leading provider of retirement saving products and services in the academic, medical, cultural and research fields. Mr. Feigelson’s 18 years in financial services, derivatives and securities law also includes roles as Managing Director and General Counsel for ABN AMRO’s North American Investment Bank, a variety of positions culminating in Global Director of Equity Derivatives Compliance at Goldman Sachs, and Assistant District Attorney in the Manhattan District Attorney’s Frauds Bureau specializing in securities and bank fraud cases. Mr. Feigelson received his J.D. from Columbia University School of Law and was a member of the Columbia Law Review. He received his Master’s degree with highest honors from the London School of Economics and Political Science, graduated Magna Cum Laude from Harvard College, and was a nominee for Rhodes and Marshall Scholarships. Mr. Feigelson also sits on the Board of the Foreign Policy Association.

Fred L. Cohen is a financial risk management veteran and hedging specialist with a career spanning over 30 years as a Principal in two of the Big 4 firms and as a Vice President for major financial institutions. Building on his financial and enterprise risk management career, his current efforts as Managing Director at Perception Advisors are focused on assisting corporations to increase revenue and reduce costs and risks in response to climate change and other sustainability challenges. In his capacity as PricewaterhouseCoopers Global and US Advisory Leader for the Energy, Utility and Mining industry sectors, he advised US utilities on business strategy, financial and enterprise risk management and financial and management reporting. Prior to PwC, he built KPMG’s treasury consulting practice, integrating advisory, assurance and tax practices. He also worked as a Vice President at Chemical Bank and at First Pennsylvania Bank. Mr. Cohen is a frequent speaker and writer on issues important in his areas of expertise. He holds a BA in Political Science from Rutgers College, an MBA in Finance and Accounting from Drexel University and participated in the Executive Education, International Program at Wharton School.

Rich D’Amore has been with North Bridge Venture Partners since inception. From 1982 until starting North Bridge, Mr. D’Amore has been in the venture business. Prior to 1982 he worked as a consultant at Bain and Company and as a certified public accountant with Arthur Young and Company. D’Amore’s venture investing is targeted at the software industry. He has focused his investment activity in the Northeast since establishing Hambro’s office there in 1982. His investments have been split between early-stage projects and special situations. All have been active projects, including structuring initial transactions and assuming board seats. D’Amore is a graduate of Northeastern University (summa cum laude), 1975, and the Harvard University Graduate School of Business Administration (Baker Scholar), 1980.

Willibald Rieder studied Technical Mathematics at the Technical Vienna University of Technology and then worked as a software developer. From 1980 to 1983 he was Managing Director of Polydata GmbH in Munich. In 1984 Willibald established ecosoft in Vienna. In 2001 the company merged with ZOSO to form ecofinance Finanzsoftware & Consulting GmbH. In addition to his responsibilities as Managing Director, Mr. Rieder also acts as an expert speaker at the Research Institute for Banking at the Johannes Kepler University Linz, and is co-author of the book “Cash Pooling. Modern Liquidity Management for Financial, Legal and Fiscal Purposes”.

Peter Haberler brings over two decades of entrepreneurial expertise to his role at Reval, where he helps banks deepen their relationships with corporate treasury clients by using innovative treasury services technology. In 1992, Mr. Haberler co-founded ZoSo GmbH, where he also served as CEO. There, his visionary technology product won him recognition as an early pioneer of software development for mobile handheld devices.

In 2000, Mr. Haberler led ZoSo’s acquisition of ecofinance GmbH, growing the company’s banking and corporate treasury business until Reval’s acquisition of ecofinance in 2010. Mr. Haberler continues to lead Reval’s treasury services business and serves as a treasury expert in the global banking market. He holds a Master’s degree in Telematics from Graz University and has been innovating new technologies and businesses since 1982.

Kirsten Behncke Colyer is Executive Vice President, Chief Human Resources Officer at Reval, where she oversees and guides Human Resources and Administration globally. Reval is the fourth financial technology company at which Ms. Behncke Colyer has successfully applied her leadership. With over 20 years of establishing and reshaping global HR departments, Ms. Behncke Colyer brings a strong track record of aligning business practices with corporate goals, strategies, and values. Prior to Reval, she built a leading-edge, global HR function for Lab49, a capital markets IT consulting company, where she focused on employee performance, retention and HR infrastructure.

For GoldenSource, a leading independent provider of enterprise data management (EDM) solutions for financial services, she partnered with senior management as Head of Global Human Resources to better align the function with the business. Other leadership positions include: Director of Human Resources & Administration at APAX, a global private equity group, where she had a dual role in establishing the firm’s U.S. HR & Administration function and in HR consulting for the firm’s portfolio companies; Managing Director, Human Resources at Scient (now part of Razorfish), where she guided the IT consulting company through periods of tremendous growth, contraction and a merger; Director of Management & Organizational Development for AIG’s Life Insurance Division, comprising 15,000 employees across 50 countries; and Manager of Human Resources at Knight-Ridder Financial (now part of Thomson Reuters). A native of Germany, Ms. Behncke Colyer holds a Diploma (M.A. equivalent) in Psychology from the University of Cologne and a M.A. in Industrial & Organizational Psychology from New York University.

John Mitchell heads up Reval’s Global Sales organization, where he is building a world-class, high-performance sales team focused on industry-leading growth. Mr. Mitchell brings over 25 years of global sales experience across large, public enterprises, growth companies, and nascent start-ups. His leadership with companies in the UK, US and APAC regions includes achieving high-double-digit growth for Asset Control, a Fidelity Ventures company with focus on capital markets data management, for which he expanded its geographic and segment footprint as Vice President, Global Sales & Marketing; establishing and growing sales teams across the Americas and in Japan for Fortent, an anti-money-laundering and anti-terrorist funding solution for the world’s top 50 banks, where he sold each of Japan’s mega banks as Vice President Sales, Americas and Japan; and taking database tools software company Bradmark Technologies into 20 new countries as Senior Vice President, Global Sales & Marketing.

His senior roles also include President & CEO of DACG, a NASDAQ-listed global consulting group, for which he raised $5 million in private equity; and Group Director and Senior Vice President at Equifax in Europe, where he led sales, marketing and M&A with over a thousand direct reports. Mr. Mitchell began his career as a civil servant in the UK before spending 19 years with IBM in the UK and USA.

Duygu Cibik is Executive Vice President, Chief Customer Success Officer at Reval, where she leads the Customer Success Management (CSM) function, helping clients achieve success using Reval. As advocate of the customer, Ms. Cibik manages the global customer success management team and the client support functions to keep clients fully engaged and continually experiencing the full value of their investments in Reval. She brings over 15 years of leadership experience in enterprise subscription-based software and services across strategy, product and customer success roles. Her track record includes growing over 100 million-dollar enterprise product and customer portfolios.

Prior to Reval she was Vice President, Product/Customer Success at technology research and advisory firm Gartner; Chief Operating Officer and Board Member at technology start-up Pixable; and Head of Enterprise Product Management and Marketing at Turkcell, the third largest mobile communications company in Europe. She also served in senior client engagement and consulting roles at management consulting firms McKinsey & Company and Oliver Wyman, respectively. Ms. Cibik holds an MBA from Harvard Business School and a Bachelor of Science degree in Industrial Engineering from Bogazici University, Istanbul, Turkey.

Patrick Cannon is Executive Vice President, Client Services at Reval, where he oversees global professional services and client support teams. He is responsible for providing excellence in post-sales Client Services, through the delivery of industry-leading best practices. Patrick brings over 16 years of experience in client-facing roles, having led key project and relationship management initiatives for start-up and growth-stage companies.

He began his career in the industry at FNX Solutions, an early player in the ASP space (a precursor to SaaS), which offered capital markets risk management solutions to global financial institutions. At FNX Solutions, Mr. Cannon created and led the client relationship business, managing a global team of client relationship managers, business analysts and software developers. Most recently, he served as a managing director in SunGard’s Capital Market & Investment Banking group, overseeing a team with responsibility for client services and relationship management. He holds a Bachelor of Arts in Economics from Saint Joseph’s University.

Justin Brimfield is Chief Marketing Officer at Reval, where he focuses on corporate strategy, inclusive of buy, build or partner analysis, and strategic marketing initiatives across the global organization. Mr. Brimfield is responsible for market research, pricing, brand management, digital marketing, advertising, public relations, and social media. Since joining Reval, he has been instrumental in helping the firm deepen its penetration in the North American corporate risk marketplace with the 2009 acquisition of FXpress and broaden its addressable market and global footprint with the acquisition of ecofinance in 2010.

Mr. Brimfield brings with him a robust understanding of the power of SaaS delivery and treasury technology. Prior to joining Reval, he was Senior Vice President at Thomson Reuters, responsible for the Corporate Treasury Services business unit. At Thomson Reuters, he was involved in the acquisition of Selkirk Technologies, a Vancouver-based provider of treasury products and services. Earlier in his career, Mr. Brimfield built and led Thomson’s fixed income consulting business, servicing corporate treasurers and CFOs. Mr. Brimfield graduated from the University of Rochester with Bachelor of Arts degrees in Economics and Political Science.

Philip Pettinato is Chief Technology Officer at Reval with responsibility for managing the company’s research and development activities across three core operating groups: product management, product engineering and information technology. Mr. Pettinato has more than 25 years of experience managing and developing technology solutions for treasury, trading, risk management, accounting and post-trade processing of derivatives and capital markets products.

He joined Reval after nearly a decade at EXIS Consulting, Inc., a leading financial software provider of fixed income trading systems, where he headed product development and operations. Previously, he served in the global technology and operations group at JP Morgan, where he led the development of systems for the treasury group. Mr. Pettinato holds a Bachelor of Science degree in Computer Science from Syracuse University and an MBA with honors from Baruch College’s Zicklin School of Business.

Dino Ewing is Chief Financial Officer at Reval with responsibility for financial, human resource, legal and administrative management. He has over 20 years of experience in financial management, operations and analysis. Prior to joining Reval in 2000, Mr. Ewing was Chief Financial Officer of HealthFirst, Inc., where he was responsible for business planning, financial reporting, and medical risk management. Previously, he worked as an investment banker at CS First Boston, a strategy consultant at Booz Allen Hamilton and as the Director of Budget & Analysis for the New York City Department of Transportation. Mr. Ewing holds a Bachelor of Arts degree in Economics, magna cum laude, from Yale University and an MBA from Stanford University.

Jiro Okochi is CEO of Reval, a company he co-founded in 1999 to bring an Internet technology solution to the underserved market of corporate derivative end-users. Under his leadership, Reval introduced a true Software-as-a-Service solution, which has since evolved from a best-of-breed financial risk management offering to a next generation, all-in-one SaaS for enterprise treasury and risk management.

Bringing 25 years of experience to bear on vision to transform the way companies manage treasury and risk, Mr. Okochi led Reval through two market-changing acquisitions. While Reval’s SaaS has been recognized with several industry awards, Mr. Okochi himself was a 2010 Ernst & Young Metro New York Entrepreneur of the Year finalist and was named one of the 100 Most Influential People in Finance by Treasury & Risk magazine for a fourth time since 2003.

His well-rounded perspective of corporate needs comes from his days serving the end-user community at major global banks, such as West LB, Deutsche Bank, DKB Financial Products (now part of Mizuho), and Security Pacific Bank (now part of Bank of America). Today, he continues to help companies solve complex business issues as a technology innovator and an international author and speaker. His thought leadership extends across treasury management to derivative reform and accounting regulations under both FASB and IASB. In 2009 he testified on behalf of corporate derivative users before the U.S. Senate Agriculture Committee and was appointed to the Global Markets Advisory Committee of the U.S. Commodity Futures Trading Commission, where he represented corporate constituents for four years.

Mr. Okochi regularly participates in conferences for the Association of Financial Professionals, Association of Corporate Treasurers, International Association of Corporate Treasurers (China), Association of Corporate Treasurers (Singapore) and Acumen, among others, and at events with Deloitte LLP, Ernst & Young LLP and PricewaterhouseCoopers LLP. Extending his advocacy beyond the corporate environment to the communities they serve, Mr. Okochi leads his company’s corporate responsibility program, Reval Cares, and sits on the boards of the non-profit organizations, Little Kids Rock and Be The Match®, a National Marrow Donor Program®. He is a graduate of the University of California at Berkeley, where he earned a Bachelor of Science in Genetics.