OUR EXECUTIVE TEAM & KEY ADVISORS
Michele Bongiovanni
CEO/COB
Proven multimillion-dollar financial services innovator with patents across D&B,
Merrill Lynch & Co. and HRW.
Jeff Smith, JD
General Counsel, CCO
Seasoned compliance officer and general counsel executive for over 25+ years in financial services.
Drilon Berisha
Senior Advisor, Tech & AI
Leading innovator with multiple successful exits. Cutting edge AI and tech background.
Joe Vito
Senior Advisor, Tech & Data
Seasoned CTO/COO across D&B, UBS, Merrill Lynch & Co., AWS and Rackspace.
Robert Bongiovanni, CPA
BOD/Treasury
30+ years advising small business, HNW and UNW clients. Serves as financial advisor and treasurer of HealRWorld and founder of Robert K. Bongiovanni, CPA.
Mark Sloss
CFO/CIO
Experienced CIO having led impact finance innovation, research and portfolio management at UBS.
Matt Ward
BOD/Strategic Partner
Seasoned innovator and entrepreneur in the sustainable manufacturing and carbon credit markets.
David Petrie
Digital Assets Advisor
Experienced banker serving as CEO of USIG to establish it as the digital investment grade debt security that institutional
Wall Street will use at scale.
OUR EXCEPTIONAL GLOBAL TEAM
VINAY UTTEKAR
VP, Technology & Operations
Vinay leads our global tech and operations team out of
Mumbai, India.
LISA ROBERSON-BEERY
VP, Relationship Management & Impact
Lisa leads our global client relationship team out of
Laguna Beach, California.
VALEZ BERISHA
Head of Project Management
Valez manages our technical project management function from Kosovo.
RINDRIT TELAKU
Data Engineering & Development
Rindrit is a top data engineer based in Kosovo.