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Alerts
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Susan Ameel
Josh Levine
Founder & CEO
Co-Founder & COO
Susan has focused on regulations and compliance since graduating Detroit Mercy Law, as a regulatory attorney, SEC lawyer, chief compliance officer, regulator and a consultant at a Big 4. She has helped global clients, from the largest to startups, address emerging risks and regulations, emerging industries and emerging technologies.
Josh has managed large technology and operations teams for E*TRADE, Morgan Stanley and Deutsche Bank. He served two terms on the board of FINRA, including several years as chairman of the Finance, Operations and Technology committee, and also served on the National Academies "Committee on Improving Processes and Policies for the Acquisition and Test of Information Technologies in the Department of Defense".
Kahlil is CEO of Invest America, and a thought leader in cross-partisan politics, electoral reform, technology & data, and stakeholder capitalism.
Steve is the former CEO of Greenwich Associates, a globally recognized subscription data & analytics company, recently sold to global analytics leader CRISIL, a S&P Global company.
Tom has over 30 years of experience in leadership in financial services, having spent 23 years at Morgan Stanley across numerous senior sales and product development roles, and several major hedge funds.