Scott Fitzpatrick, Director, Collateral Business and Client Operations, AcadiaSoft Scott Fitzpatrick is the Director of Collateral Business and Client Operations for AcadiaSoft. Scott has spent the last 20 years working in the Financial Technology sector, primarily focused on community-based solutions. Prior to joining AcadiaSoft, he was the Chief Operating Officer of NYFIX at the New...
Archives: Profiles
Naveen TV
Naveen TV, Managing Director, Product Development, Custody & Fund Services, J.P. Morgan Naveen TV works in Securities Services Product development at J.P. Morgan. Naveen has over 16 years of financial services industry experience. In his current role, his is responsible for Extended Enterprise which includes data platform & strategy and implementing best-in-class operating models for...
John Plansky
John Plansky is chief executive officer of Charles River Development (CRD), a newly acquired subsidiary of State Street. In this role, John oversees our new global front-to-back platform which integrates State Street’s existing back- and middle-office capabilities with CRD’s front-office expertise. Most recently, John was an executive vice president and head of State Street Global...
Daniel Morgan
Daniel R. Morgan, Senior Managing Director, Portfolio Solutions Group, Head of Transition Management and Trading, Americas, State Street Global Markets Dan Morgan is a Senior Managing Director of State Street and is responsible for leading our Americas Transition Management and Agency Trading businesses within Portfolio Solutions. Dan oversees both product and distribution within these products...
Alastair Hawker
Alastair Hawker, Global Head of Sales, Quantitative Brokers Alastair is the global head of sales at QB. Prior to QB, Alastair spent 14 years at Goldman Sachs. Most recently, Alastair was the Head of Futures Electronic Trading in New York where he oversaw both electronic futures sales and product strategy for the firm. Prior to...
John Plansky
John Plansky is chief executive officer of Charles River Development (CRD), a newly acquired subsidiary of State Street. In this role, John oversees our new global front-to-back platform which integrates State Street’s existing back- and middle-office capabilities with CRD’s front-office expertise. Most recently, John was an executive vice president and head of State Street Global...
Simon Dove
Simon Dove, Managing Director and Head of Liquidity, EMEA Instinet Simon Dove joined Instinet in December 2020. In his role as Head of Liquidity for the EMEA region, he is responsible for the firm’s European liquidity strategy, which includes supervision of Instinet’s BlockMatch MTF, as well as, the firm’s market-leading liquidity aggregation strategy. Simon ensures...
Stifel Europe
Stifel Europe is the European operation of Stifel Financial Corp, a full-service investment banking and wealth management business (NYSE listed). In Europe, Stifel investment bank focuses on providing mid-tier institutional and corporate clients with a range of advisory and M&A services across public and private equity and debt markets. Stifel brokerage business provides trading, sales...
David Pearson
David Pearson, Co-Chair Global Post-Trade Working Group, FIX Trading Community, Product Manager, Torstone Technology David has over thirty years of experience working in technology solutions for financial markets, focusing on workflow and automation to challenge the status quo in post-trade operations. With a deep understanding of both buy-side and sell-side, David is a key member...









