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About Us

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.

Leadership

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

Chrystal Pozin

Director – Commercial Banking Management

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Areas of Expertise: Commercial Deposit Pricing, Commercial Growth Strategies, Treasury Management Pricing, Commercial Banking Relationship Management, Business & Commercial Customer Needs and Behaviors

Education & Affiliations: Emory University

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

Sales Management

Corporate Departments

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

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

VP 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

Novantas is a SOC compliant institution.
360 Advanced SOC 1 Seal of Completion
360 Advanced SOC 2 Seal of Completion