Company Info for exosfinancial.com | Icebreaker

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Company Info for exosfinancial.com | Icebreaker

Exos Financial: Innovative FinTech platform for institutional finance

Exos’ digital B2B finance platform founded in 2018 by former Credit-Suisse CEO Brady Dougan & other experienced finance & technology experts

11 members

Contact info

Link

exosfinancial.com

Members

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20+ years deep in the tech trenches, I've built high-performing teams and innovative products from the ground up, scaling solutions from stealth startups to Google-scale systems. I possess a rare blend of deep technical knowledge, executive leadership and customer obsession.

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Investment Analyst at Intech

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Regulatory interaction leader with over 15 years of experience leading cross-functional initiatives across the first and second lines of defense, managing regulatory relations, ongoing supervision engagements and exam management responsibilities, with deep expertise in capital markets, digital assets, and blockchain technologies. Currently support Citibank’s Client organization—including Citi Ventures—advising on regulatory matters related to digital Assets, strategic investments, and partnerships. Proven track record managing complex regulatory interactions with the OCC, Federal Reserve Board (FRB), FDIC, SEC, and FINRA across all market-related, digital asset, and blockchain technology activities. A trusted technical subject matter expert (SME), known for translating regulatory requirements into actionable strategies that enable innovation while ensuring compliance. Adept at navigating emerging frameworks such as OCC Interpretive Letter 1183, fostering proactive regulator engagement, and driving enterprise-wide risk governance and supervisory readiness. Recognized for aligning regulatory strategy with business growth and building durable regulator confidence in dynamic, high-stakes environments.

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Head of Business Development at Exos - Unique experience at the intersection of finance, people, and technology.

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Staff SRE at Coinbase focusing on Incident Command

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Acquisitions & Development

Joseph F. Squeri

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Chief Information Officer / Chief Technology Officer specialized in building new and transforming existing businesses via top talent and modern technology. Strategic, data-driven thinker. Proven ability to build/scale businesses and lead transformative change via modern technology, data engineering, AI, and advanced data science. Deep technical, product, business development & operational skills gained at top-tier global finance, big tech, and startup firms. Attracts, develops, and retains best-in-class leaders and teams. Relationship builder, collaborator, coach, and mentor with strong people and communication skills. Experienced in alpha generation, quantitative research, and risk management. Cyber/information security, data privacy, and operational risk experience. Venture capital/private equity fundraising and investing skills. ADDITIONAL ACHIEVEMENTS • AI Data Science: Built capabilities for improved decision-making, efficiency, controls & alpha generation. • Digital Transformation: Led business & operational efforts to drive product innovation and grow revenue. • Strategic Investments: Established strategic technology investment portfolios realizing 125%+ returns. ADDITIONAL SKILLS • Functions: Capital Raising, Sales, Marketing, Go-To-Market Strategies, Partnerships & Deal Negotiation. • Products: Asset Management, Hedge Funds, Global Markets, Investment Banking, Wealth Management, Equities, Fixed Income, Securitized Products, Commercial Finance, Lending, Insurance, Commodities, Listed Derivatives, Futures, Options, Swaps, Over-The-Counter Derivatives, and Digital Assets. • Soft Skills: Critical Thinker, Problem-solver, Team-builder, Creative, Detailed, and Emotional Intelligence. • Hard Skills: Business Strategy, Business Planning, Business Management, Operations Management, Operations Strategy, Operations Planning, Change Management, Project Planning, Project Management, Product Management, Product Development, and Customer Relationship Management (CRM). INDUSTRY AWARDS • Tech Top 50 – Institutional Investor’s leader in financial technology for two consecutive years. • Technology Gold Standard Award for Innovation in Finance – Global Fintech Connections. • Wall Street’s Elite 8 – Wall Street Technology. • Amongst other industry recognitions.

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Product at Shopify | Co-Founder at Retrospect

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CCO and Head of Distribution