Novantas is a leading fintech provider of advanced decision support systems and data, supporting banks in advancing their customer growth strategies.
The company licenses cross-bank data, predictive scores, and advanced analytical platforms that empower financial institutions to become more precise, nimble, and economic as they transition customers into a digital world.
Novantas serves hundreds of the world’s largest banking institutions, providing products that improve each bank’s ability to target and acquire customers, increase customer relationship value, optimize rate pricing and volume, improve distribution network efficiency, launch new products more profitably, and accelerate digital transformation. Novantas products leverage big-data technologies and machine learning to deliver timely, actionable intelligence on customers, deposits and markets.
The company provides products that advance the state of performance across the most important customer-focused functions of the banking industry.
Dave Kaytes
Co-CEO & CFO
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Primary Clients: Life Insurance, Mid-Market Banks, Fintechs
Prior to Novantas: Partner & Insurance Practice Leader, Booz-Allen; American Broadcasting Companies
Education: Yale, Columbia Business School
Affiliations & Boards: Davenport Fellow at Yale; Board member of Novarica Research and US Health; Instructor CBA Graduate School of Banking
Rick Spitler
Co-CEO & CMO
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Primary Clients: Retail Banks, Money Center Banks
Prior to Novantas: Partner & Capital Markets Practice Leader, Booz-Allen; Merrill Lynch
Education: William & Mary, NYU Stern Business School, Rensselaer Polytechnic Institute
Affiliations & Boards: New York City Partnership; Wharton School Research on Organization & Technology
Wayne Cutler
EVP & East Coast Client Leader
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Primary Clients: Bank CEOs, Retail Business Executives
Prior to Novantas: Partner at Booz-Allen and First Manhattan, JP Morgan
Education: Carnegie Mellon University
Affiliations & Boards: Bank Insurance and Securities Association; Guest Lecturer at Columbia University and NYU’s Stern Business School, Board member of Green Chimneys
Darryl Demos
EVP & Technology Solutions Leader
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Primary Clients: Retail Banks
Prior to Novantas: Verint, Witness, Demos Consulting, KPMG
Education: Williams College, NYU
Affiliations & Boards: Patent Holder, Workforce Optimization for Bank Branches and Back offices
Andrew Frisbie
EVP & Consumer Deposits Sector Leader
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Primary Clients: Bank Retail Executives, Product Management, Balance-Sheet Management
Prior to Novantas: VP, Head of Deposit Analytics, First Manhattan Consulting
Education: Princeton
Affiliations & Boards: Instructor CBA Graduate School of Banking
Pete gilchrist
EVP & Commercial Banking & Balance-Sheet Management Sector Leader
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Primary Clients: Bank CEOs & CFOs, Commercial Banking Executives, Treasurers, Fintech Executives
Prior to Novantas: First Manhattan Consulting Group
Education: Harvard, NYU Law School
Affiliations & Boards: Guest Lecturer at Harvard Business School
Brandon Larson
EVP & Marketing & Distribution Sector Leader
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Primary Clients: Bank Marketing & Distribution Executives, Bank Retail Executives, Branch Management
Education: Haverford, Columbia Business School
Affiliations & Boards: Instructor CBA Graduate School of Banking
Sherief meleis
EVP & West Coast Client Leader
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Primary Clients: U.S. Banks and brokerages, Fintechs, International Banks
Prior to Novantas: Senior Consultant, First Manhattan Consulting
Education: Harvard, MIT Sloan School of Management
Affiliations & Boards: Consumer Bankers Association, Trustee at San Francisco University High School
Kevin Travis
EVP & Canada / Mid-West Client Leader
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Primary Clients: Big 6 Canadian Banks, Large U.S. Regional and Community Banks, International Banks
Prior to Novantas: Citibank, Booz-Allen, Fintech startup
Education: Tufts University, College of Law in London
Affiliations & Boards: Board member of Infinite Family and Energicity Corp
Lisa Brown
Managing Director, Client Success
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Primary Clients: Pricing & Product Management Executives across Retail, Commercial & Wealth
Education: University of Pennsylvania
Banking & Technology Experts
Kaushik Deka
Managing Director & CTO
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Primary Clients: Bank Technology Executives
Prior to Novantas: Verint, Demos Solutions, Motorola, Inc.
Education: National Institute of Technology (India), University of Missouri, UPenn’s Wharton School of Business, Carnegie Mellon University
Affiliations & Boards: Dual patent holder on data architecture, business process workflow automation and optimization; IEEE published author of forecasting methodologies in financial services and computer networking
Gordon Goetzmann
Managing Director & Mid-Market Bank Client Lead
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Primary Clients: Bank CEOs
Prior to Novantas: Chief Strategy Officer at Westpac Bank and EVP at First Manhattan Consulting
Education: Cornell University, Cornell’s Johnson School of Business
Affiliations & Boards: Pacific Coast Banking School, CBA, BAI and Cornell University
Ethan Teas
Managing Director & APAC Client Lead
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Primary Clients: International Banks, Non-Bank FSI, Fintechs
Prior to Novantas: Jackson LaSalle Consulting, Charter Consulting
Education: Cornell University
Affiliations & Boards: CBA Graduate School of Banking Alumnus
Jeff Diorio
Director – Corporate Treasury Technology
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Areas of Expertise: Treasury Automation including System Design, Selection, Implementation & Optimization; Debt, Investment and FX tracking and analysis; Disaster Recovery & Redundancy Planning; Cyber Risk & Payment Fraud Mitigation
Education & Affiliations: Board Member TMANY, Certified Cash Manager (CCM), Series 7 & 63 Certified; Northwestern University
Andrew Hovet
Director – Distribution & Sales Management
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Areas of Expertise: Branch Distribution Strategy, ATM Strategy, Digital Strategy, Contact Centers, Branch Sales & Service Performance, Specialty Salesforce
Education & Affiliations: Cornell University
Hank Israel
Director – Customer Analytics & Treatments
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Areas of Expertise: Customer Pricing, Offers & Analytics; Consumer Deposits & Unsecured Lending Strategy, Product and Proposition Design, Commercial and Retail Payments, Retail Banking Strategy
Education & Affiliations: Haverford College, GA State University, Lifetime CCM
Mike Jiwani
Director – Finance & Corporate Development
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Areas of Expertise: M&A Due Diligence & Integration, Corporate Strategy & Development, Deposit Strategy
Education & Affiliations: Georgetown University, Northwestern’s Kellogg School of Management; Guest Lecturer at Harvard Business School
Don Kumka, PhD
Director & Chief Scientist
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Areas of Expertise: Statistical Modeling, Big Data Analytics, Data Mining, Machine Learning, Credit Risk Management, Deposit Pricing, Loan Pricing, Customer Lifetime Value Measurement
Education & Affiliations: University of Manitoba, University of Minnesota; Professor at the State University of New York, Buffalo, Global Association of Risk Professionals (GARP), American Statistical Association (ASA)
Paul LaRock
Director – Corporate Treasury Management & Operations
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Areas of Expertise: Working Capital Management, Transaction Processing, International Treasury, Payment & Collection Systems Optimization, Merchant Card Processing
Education & Affiliations: Certified Cash Manager (CCM), Eastern Illinois University, Northern Illinois University, University of Chicago
Alex Lee
Director – Distribution Analytics
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Areas of Expertise: Sales Performance Benchmarks, Goaling Analytics, Physical Network Strategy, Channel Investment Strategy Customer Modeling and Analytics, Workforce Management
Education & Affiliations: Harvard University, Harvard’s Graduate School of Arts & Sciences
Greg Muenzen
Director – Balance-Sheet Management
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Areas of Expertise: Asset/Liability Management, Interest Rate Risk Measurement, Liquidity Risk Measurement, Funds Transfer Pricing, Deposit Forecasting, Stress Testing (CCAR/DFAST), Commercial Banking, Bank Charter Application Strategies
Education & Affiliations: Cornell University
Jeff Nobel
Director – Product Management
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Areas of Expertise: Product Management, Solutions Development Life Cycles, Application Design, Data Analytics & Visualization, Deposit Pricing
Education & Affiliations: Cornell University
Agusta Patton
Director – Deposit Technology Solutions
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Areas of Expertise: Deposit Pricing Strategy, Deposit Pricing Technology Solutions, Comparative Data Analytics
Education & Affiliations: Yale
Mike Rice
Director – Commercial Banking Management
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Areas of Expertise: Corporate and Institutional Banking, Commercial Banking, Treasury Management, Small Business and Business Banking, Product Management and Development, Portfolio Management and Pricing, Sales Management, Merger Integration and Transformational Programs
Education & Affiliations: Loyola University of Chicago, DePaul University
Ryan Schulz
Director – Treasury Management Pricing
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Areas of Expertise: Treasury Management Product and Pricing, Risk-Adjusted Profitability, Balance Sheet Modeling and Forecasting, Stress Testing
Education & Affiliations: New York University
Rich Solomon
Director – Comparative Analytics
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Areas of Expertise: Customer Analytics, Prescriptive Analytics, Deposit Pricing Optimization, Loan Pricing Optimization
Education & Affiliations: Cornell University
Adam Stockton
Director – Deposit Management & Pricing
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Areas of Expertise: Pricing Strategy, Product Design, Direct Banking, Decay and Valuation Analytics, Deposit Growth Strategies, Small Business Product and Pricing, Wealth Management Product and Elasticity, Pricing Strategies post-M&A Transactions
Education & Affiliations: Yale, CBA Banking School Faculty
Bob Warnock
Director – Corporate Development
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Areas of Expertise: M&A, Corporate Strategy, Fintech Evolution, Financial, Macro-Economic and Industry Analysis
Education & Affiliations: Kenyon College, Indiana University’s Kelley School of Business
Sara Welch
Director – Marketing Solutions
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Areas of Expertise: Value Proposition Development, Product Design, Marketing Analytics, Cross-Channel Marketing Strategy, Marketing Technology Solutions, Brand Strategy
Education & Affiliations: Georgetown University
Nick Young
Director – Data Solutions
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Areas of Expertise: Customer Analytics, Cognitive Analytics, Geotargeting Analytics, Predictive Analytics, Pricing Strategy, Revenue Optimization
Education & Affiliations: Cambridge University
Sales Management
Corporate Departments
Jamie Bailey
Sales Director
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Prior to Novantas: Managing Director at Fiserv/Carraker, SVP at Ernst & Young, KeyBank, Florida National Bank, SunTrust
Education: The College of Wooster, Stetson University, Rollins College Graduate School of Business School
Les Dinkin
Director
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Prior to Novantas: President of NBW Consulting, Partner at Oliver Wyman, KPMG Peat Marwick, Citibank, American Express, Nabisco
Affiliations & Boards: Board Member of Marketing EDGE, Adjunct Professor at Columbia University Business School, Guest Lecturer at Brown University
Education: Brown University, Columbia University Business School
Janet Cadogan
SVP & Chief Counsel
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Prior to Novantas: West Publishing, CCH, MetLife, Plural, Dell Professional Services
Education: Niagara University, University of Notre Dame du Lac Law School
Admissions: New York State Bar, United States Supreme Court
Erin Franklin
VP Operations
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Prior to Novantas: PNT Marketing Services, McKinney Rogers
Education: University of Mary Washington
Mitch Garfinkel
SVP Finance
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Prior to Novantas: ISE Holdings, Moody’s Corporation
Education: Washington University in St. Louis, Baruch College’s Zicklin School of Business
Ariel Kornberg
SVP & CIO
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Prior to Novantas: Mindswift, goRefer, Amdocs, Scitex Vision, Veteran of the Israeli Defense Force
Education: Bar-Ilan University, NYU Stern School of Business
Katie Mockler
VP Marketing
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Education: Union College
Robin Sidel
Director Publications
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Prior to Novantas: Wall Street Journal, Reuters
Education: Rutgers University
Caryn Van Buskirk
VP Human Resources
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Prior to Novantas: Acquis Consulting Group, LLC, Rackozy Molino Mazzachi Siwik LLP
Education: University of Wisconsin – Whitewater
