Contributors

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Host

Ed Vincent

Edward "Ed" Vincent, CEO of Lumio Solutions, has rich experience leading financial technology SaaS organizations, building services and analytics teams, defining and implementing content and product strategy, and innovating products in the insurance, capital markets, investment banking, private equity, and compliance segments. Ed’s more than 25 years of leadership and operating experience include incubating businesses, securing capital investment, leading through growth, transformation and scaling stages, and culminating in successful exits to both strategic and financial buyers. 

Before Lumio, Ed led services, support and client enablement functions as COO of StarCompliance. This followed multiple leadership roles within fintech, regtech and insurtech businesses, including at Shore Group Associates, Thomson Financial, and Vertafore. Ed is a CFA charterholder, Certified ScrumMaster and Product Owner, and served on the Advisory Board for Edgeware Analytics. 

https://www.lumiosolutions.io/people/edward-vincent-cfa
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Producer

Ryan Donelson

Ryan is a seasoned marketing executive with over 15 years of experience in the banking, mortgage, and financial industry. He spearheads strategic initiatives, guides brand development, and orchestrates innovative campaigns that fuel growth at Lumio. Ryan leverages his experience and creativity to support internal stakeholders with go-to-market strategies that deliver impactful results and elevate brand recognition for our SaaS and Consulting lines of business. Prior to joining Lumio, Ryan led US marketing operations for the global IT firm Mphasis, overseeing four subsidiary brands specializing in Banking, Insurance, Healthcare, and Technology. Shortly after graduating from the University of North Florida, with a Business Marketing Degree, he first applied his skills to the non-profit sector, leading marketing efforts and event planning for the American Heart Association.

https://www.lumiosolutions.io/people/ryan-donelson

Guests

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Guest

Niki White

Niki is Chief Customer Officer for Lumio and has over 15 years experience in Enterprise Risk Management, Capital Management, Audit and tax. Prior to Lumio, Ms. White was the SVP Chief Risk Officer and Controller for First Capital Bank where she led the implementation of ERM and Capital Planning, updating of the COSO framework, and enhancement of the internal audit program to align with the ERM risk structure. She led the expansion of the ALCO Committee reporting and training, and oversaw the management of interest rate risk and liquidity as enhanced forecasting and analysis. Prior to First Capital, she was an Audit Manager for Yount Hyde & Barbour where she supported clients through the development and execution of risk and audit strategies. Prior to Yount Hyde, she was a Tax Associate for PricewaterhouseCoopers where she supported clients through corporate tax and multi-state tax issues.

https://www.lumiosolutions.io/people/niki-white-cpa
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Guest

Shawn Ryan

Shawn Ryan brings three decades of experience in business development, financial management and commercial strategy in a variety of executive roles at top-tier companies that include S&P Global, Capital One, Dynex Financial Inc., and Rochester Community Savings Bank to his role at Lumio as Chief Financial Officer. Shawn’s unique career began as a teller and has included leadership roles in corporate finance, underwriting, treasury, audit, credit review, business & product management, event marketing and marketing operations. His responsibilities have included strategy development, P&L ownership, revenue growth, organizational transformation, client satisfaction, technology implementation, process improvement, and cultural adoption. 

https://www.lumiosolutions.io/people/shawn-m-ryan-cfa