Successes in Intelligent Automation

Nicole is Head of Global Investor and Distribution Solutions for the US market. Servicing over 200 clients on the buy and sell side, our asset manager and brokerage solutions team services some of the largest and most complex financial institutions in the US. Nicole’s leadership responsibilities include revenue growth, strategic client relationship management, service delivery and satisfaction, product offerings and future vision, risk management, along with talent management and development for a team of over 2,000 associates. In this role, Nicole will lead the organization into the next generation of our service model and portfolio offering demonstrating to the marketplace how meaningful it is to partner with an organization focused on exceeding commitment expectations while continuously expanding platform capabilities to meet client’s evolving needs.

With almost 20 years of financial services experience, Nicole has strategically managed and grown relationships across SS&C with our largest global clients by building trusted partnerships and focusing on our technology suite and talent to solve the complex challenges of today’s dynamic marketplace. In her sales, business development and executive leadership roles servicing the regulated investment industry, Nicole has extensive experience partnering with the industry’s premier asset and retail alternative managers. Her responsibilities and areas of expertise include executive and board engagement, organizational development, business transformation, developing and leading high-performing teams, strategic relationship management and partnership development.

Nicole is a graduate of Boston College, where she earned a B.A. in Economics. As a previous member of the Division 1 Women’s ice hockey team at Boston College and long-distance endurance athlete, Nicole is passionate about developing the next generation of leaders and athletes. Her volunteerism also includes inaugural chair of the Neenan Society, Executive Committee for the Council for Women of Boston College, Hall of Fame Committee and Alumni Board for both Boston College and Tabor Academy. Nicole is most passionate about her young, blended family and being a mom to four energetic, adventurous, curious and adorable kids.

Eric Brothers, Managing Director, leads Accounting and Reporting Product Engineering within the Aladdin Product Group. In this role, Eric is developing a scalable, industry-leading Accounting & Reporting platform to serve client demand.

Previously, Eric worked for Goldman Sachs where he was a Managing Director responsible for leading research technology and knowledge management in the Investment Management Division. Eric has over 20 years of experience designing software for the financial services industry with deep knowledge of both buy-side and sell-side systems and processes.

Eric has also led machine learning and data science efforts for portfolio management engineering teams and holds an MBA with a specialization in financial instruments and markets from New York University.

Michael is the global head of Digital Assets and Advanced Solutions at BNY Mellon.

After joining the bank in 2019, he led the establishment of the Advanced Solutions Group – an enterprise-level capability designed to define our strategic approach, build out and deploy our assets around artificial intelligence (AI), machine learning (ML) and other emerging capabilities. The group builds solutions that enhance existing services
as well as develop value-adding client products.

For digital assets, Michael led the establishment of enterprise-level Digital Assets Unit to accelerate the development of new products and solutions to support our clients’ Digital Asset needs. The unit explores extending the bank’s existing services to digital assets (cryptocurrencies, digital cash as well as tokenized assets), modernizing banking infrastructure through blockchain/DLT and launching new digital assetsspecific products and services.

Michael has over 20 years of experience in technology, financial services and strategy consulting. He joined BNY Mellon from State Street, where he led transformation programs enabled by robotics and artificial intelligence. Prior to State Street, Michael was a management consultant at Booz & Company and an engineer at a division of United Technologies developing clean tech energy solutions.

Michael holds a BSc in Chemical Engineering, from the University of Kentucky, an MSc in Management Science and Engineering from Stanford University and an MBA
from MIT Sloan School of Management.

Tod is a Director out of the Boston office. He is the Head of Data Science and Artificial Intelligence for the Data, Digital, and Innovation team within Securities Services. Tod joined Citi in 2022.

Prior to Citi, Tod spent three years with Alpha Financial Markets Consulting where he was a client director responsible for the public and private market strategy, design, and implementation of transformative change for some of North America’s largest Asset Managers and Asset Owners. In addition, Tod was the North America head of the ESG and Responsible Investing Practice.

Before joining Alpha, he was the Chief Operating Officer of Prudential’s Portfolio Management Group in London, where he oversaw technology, operations, and data for the £180b multi-asset manager. At NN IP, he was a senior quantitative analyst, Head of Portfolio Analytics, and member of the Quant Leadership Team.