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Susan Connally has over 15 years of mortgage servicing experience, specializing in compliance programs and loan-level analysis. Susan joined Azimuth to bring her expertise in developing innovative compliance solutions for the mortgage servicing industry. Her vision includes helping clients meet regulatory standards, increasing accuracy and coverage in compliance testing programs, and reducing costs through automation and process improvements.
Prior to joining Azimuth, Susan was with the Oakleaf Group, where she was responsible for managing the team that provided mortgage servicing consulting support and loan-level analysis. She developed and operationalized testing procedures to address gaps in clients’ testing programs.
Susan also developed the loan-level servicing compliance testing programs at Clayton Services LLC, working with federal regulators, bank and non-bank servicers, and other counterparties to develop compliance programs for OCC, DOJ, GSE, and state-level requirements. She also expanded testing procedures across multiple lending products and managed data mapping and ingestion teams for servicing oversight functions.
Susan holds a Bachelor’s Degree from Middlebury College in Middlebury, VT.
William Crowder is a Co-Founder and Managing Partner at Aperture Venture Capital, a seed stage venture capital fund with offices in Philadelphia and Los Angeles. Aperture invests early in companies leveraging financial innovation to help individuals and businesses thrive. Through an innovative engagement model with corporate partners, Aperture emphasizes investing in startups with Black and Latino founders, female founders, and ventures based outside of Silicon Valley.
For over a decade, William has played instrumental roles in creating diversity-centric investment platforms for leading corporations including Comcast, Hearst, Morgan Stanley, and Samsung. In 2012, he launched and led the nation’s first corporate-backed diversity venture fund, the Comcast Ventures Catalyst Fund, a $20 million venture fund designed to invest in entrepreneurs of color. Under William’s leadership, the Catalyst Fund made over 70 investments and the portfolio has included several high growth companies such as Squire, Cuyana, AptDeco, Flutterwave, Paystack (acquired by Stripe), and Partpic (acquired by Amazon). In aggregate, the Catalyst Fund’s portfolio companies, all led by diverse founders, are currently valued at nearly $5 billion.
William serves as an Adjunct Professor of Venture Capital at the Fuqua School of Business, Duke University. A former strategy consultant and software developer, he holds an MBA from Duke University and earned bachelor’s and master’s degrees in Computer Science from North Carolina State University. William is a native of Charlotte, North Carolina and currently resides in the Philadelphia area.
Avtar Monga is a financial industry veteran with 38 years of proven experience building global enterprises. Previously, he was the Chief Operating Officer at IDFC First Bank, where he transformed it into a key player in the fintech space. He also served as a senior executive with Bank of America and was responsible for running its Global Delivery Center of Expertise. As part of GE Capital’s India management team, he led its Transport Financial Services business as CEO. He also served as CEO of GE’s State Bank of India Card Business Processes Management Services.
Because of his passion for cultivating the next generation of leadership and innovation in India, he mentors several successful industry leaders and advises global and local start-ups. Avtar holds a master’s degree in Commerce, an MBA in Marketing and Finance, and is a fellow member of the Institute of Directors, a national association of Corporate Directors.
Renee Lewis Glover is the founder and managing member of the Catalyst Group LLC, a national consulting firm focused on urban revitalization, real estate development, community building, urban policy, and business transformation.
Renee was elected to the Board of Directors of Fannie Mae in January 2016 and the Board of Trustees of Enterprise Community Partners, Inc. in December 2015. Renee served on the Board of Directors of Habitat for Humanity International from November 2006 to November 2015, and during her last two years, as Chair of the Board.
Renee also served on the Board of Directors of the Federal Reserve Bank of Atlanta from January 2009 to December 2014. Renee serves as a member of the Board of Advisors of the University of Pennsylvania’s Institute of Urban Research and has served on several national bipartisan housing policy commissions. Glover has received numerous recognitions over the years and was inducted as a fellow of the National Academy of Public Administration in November 2007.
Most recently, she was honored by Housing Wire as one of 40 “Women of Influence” in Real Estate.
Ms. Warren, Owner and Principal of SSW Consulting LLC, has over 25 years experience in banking, audit and consulting services.
Ms. Warren was the Chief Control Officer of JPMorgan Chase & Co. from 2012 to 2016. In this role, she established the Oversight and Control function and designed the framework for the identification and management of operational risk for all products and services offered by JPMorgan Chase. Ms. Warren also managed supervisory regulatory relationships globally, implemented more comprehensive operational risk and control technology and established numerous programs to manage risk in areas such as new business initiatives, vendor management and employee conduct and culture.
Prior to this role, Ms. Warren was the Corporate Controller and Principal Accounting Officer of JPMorgan Chase & Co. responsible for overseeing the Firm’s financial statements and disclosures to investors, the SEC and bank regulators; the financial control environment; and, financial management information technology. Ms. Warren also managed the Comprehensive Capital Analysis and Review (CCAR) stress testing process for the Firm.
Ms. Warren held several additional finance roles at JPMorgan Chase since joining in 2000 and has expertise with accounting and financial reporting matters, mergers and acquisitions, investment banking products and reputation risk management.
Prior to JPMorgan Chase, Ms. Warren worked in Citigroup’s Treasury Finance function and was an auditor with Price Waterhouse.
Ms. Warren currently serves as Board Chair for the Ridgewood YMCA, Director and Audit Committee Chair for Cantaloupe Systems, Member of the Competitiveness Council for Cerberus Operations and Advisory Company, and advisor to Doma Holdings, Inc. and Brex, Inc.
Lester Dominick is the founder and owner of Mortgage Flex Systems.
In 1980, while working as a consultant at Arthur Young & Company (now Ernst & Young), he identified the need for information technology consulting services specifically for mortgage lending. Lester founded Mortgage Flex Systems and focused solely on the mortgage lending industry, introducing the first microcomputer based loan origination system, in 1984. Lester is also a co-founder of Digital Risk, LLC.
He continues to lead the company as CEO and chief product architect.
Recognized in 2008 as an “Industry Pioneer” by Mortgage Banking Magazine, Lester is widely acknowledged as an industry expert. Mortgage Flex has been recognized as an industry leader by receiving numerous awards including Housing Wire’s Tech100, Mortgage Executives Top 50 Mortgage Service Providers and Banking CIO Outlook’s Top 10 Lending Management Technology Solution Providers.
Lester is a former CPA and holds a Bachelor of Science degree in Management Science from Duke University and an MBA in Management Information Systems and Finance from the University of Southern California.
Rohin Tagra is the Founder & CEO of Azimuth GRC. Rohin Tagra has 20+ years of experience in the financial services, banking regulatory, and technology space. Rohin founded Azimuth GRC to develop an innovative approach to a very manual and costly industry. Rohin’s vision came to life helping businesses demonstrate compliance with laws, increase the accuracy of regulatory exam responses, reducing the cost of preparing for the exam, and automation of regulatory change management.
Prior to founding Azimuth GRC, Rohin was a Managing Director at JPMorgan Chase in their Mortgage and Oversight & Controls Divisions. He was responsible for leading many of the regulatory efforts and settlements post the financial crisis.
Rohin built out the Risk and Compliance functions at Lender Processing Services (Black Knight). He managed the execution of their Consent Order to closure.
Rohin held executive level positions at Bank of America in Operations and Technology. Rohin led the execution team to integrate the Risk and Compliance functions of Bank of America and Merrill Lynch.
Rohin holds a Bachelors in Economics from Emory University. He lives in Jacksonville with his wife and two children.
Ned was most recently the Chief Data Officer at TIAA, a $1.2T asset management and retirement services firm. Previously he held several roles at Bank of America including: Head of Enterprise Data Architecture, Platforms & Governance, Head of Enterprise Data Science, Cyber Forensics, and Corporate Audit. Prior to Bank of America he was at an Internet Startup. He started his career at Accenture. Ned graduated from Davidson College with a degree in Economics.