“Doing More With Less” Through Fintech Integrations

The need to "do more with less" is redefining corporate treasury. Treasurers are now actively involved in validating and organizing data to enhance their strategic capabilities, despite having limited resources. This is sparking an industry-wide drive for automation and seamless data access to drive efficiency. But how do you get started? In this episode of Fintech Corner, Brett Turner sits down with Greg Fortuna, SVP and Interim Head of GlobalLink at State Street, to discuss how holistic, integrated tech eliminates the need for multiple vendors.

Highlights:

• Explore how the Trovata and State Street partnership is streamlining investment management through data
• Discover the unique, innovative suite of solutions State Street provides clients to make more informed investment decisions
• Learn how API connectivity streamlines integrations and simplifies implementation
• Get insights into how cloud-based tools enable finance teams to scale easily and enhance data recovery.

Connect with our speakers:

• Brett Turner
• Greg Fortunna

About Brett Turner: 

After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.

Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/  

About Greg Fortunna:

Gregory P. Fortuna is Senior Vice President and Interim Head of GlobalLink at State Street. Previously, he led the GlobalLink Solutions division, overseeing Product Development, Sales, Operations, and Technology. Greg developed innovative client solutions across multiple asset classes and pioneered platforms like Fund Connect and GlobalLink Digital. Since joining State Street in 1998, he has successfully launched and expanded businesses in Fixed Income, FX, ETFs, and Money Markets.

Greg holds several board and committee positions within State Street and co-leads GlobalLink's diversity and inclusion efforts. Before State Street, he worked as a financial analyst for Thomson Financial and Fidelity Management. Greg is a CFA charterholder and a cum laude graduate of Boston College, holding NASD Series 7, 63, 3, and 24 licenses.

Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregory-fortuna-cfa-3248237/