Our Experts

 

Alan Trefler

Founder & CEO

Alan Trefler is the Founder and Chief Executive Officer of Pegasystems. He also serves as Chairman of the Pegasystems Board of Directors and oversees the global sales function for Pegasystems.

Alan has consulted extensively in the use of advanced technologies, customer service processing, expert systems, and work automation. He has frequently presented to international audiences, and has written for major publications. Alan has been profiled in such publications as The Boston Globe, Forbes, and Inc. magazine; and was granted a U.S. Patent in 1998 for Pegasystems' distinctive Inherited Rule-Based Architecture, which provides the framework for Pegasystems' rules-based Business Process Management (BPM) solutions.

Alan's interest in computers and expert systems originates from collegiate involvement in tournament chess, during which time he achieved a Master rating and was co-champion of the 1975 World Open Chess Championship. Alan holds a degree with distinction in Economics and Computer Science from Dartmouth College.


 

Reetu Khosla

Senior Director - Risk, Compliance, and Onboarding

Reetu Khosla is currently the Head of Pega’s Risk, Compliance and Onboarding Practice, where she works with global financial institutions and top tier consulting partners, identifying market trends and driving market-leading technology solutions to drive customer success, including Pega’s industry leading Pega KYC, and Pega Onboarding and Client Lifecycle Management applications. She has 20+ years of regulatory compliance experience in the banking and financial markets sectors, specializing in financial crimes, anti-money laundering (AML) compliance, KYC, sanctions, and implementing new regulatory mandates (i.e. FATCA/CRS, Dodd-Frank, MiFID II, EMIR, FINRA rules), operations and management. Reetu has also implemented, developed and managed global regulatory programs. Her previous experience includes high-profile regulator response (i.e. SEC, FINRA –formerly NASD/NYSE, law enforcement, global regulators), developing new compliance programs and operations in response to new regulations and findings, compliance program optimization, and technology driven solutions. She places a significant emphasis on developing applications that drive business benefit, while ensuring compliance and mitigating risk.

Reetu has been extensively quoted in the media including the Wall Street Journal, Forbes, The Financial Times, Compliance Monitor, Financial I, American Banker, and Finextra. She has authored several articles on applying technology to manage complex regulatory mandates while driving efficiency, revenue and an improved customer experience.

Reetu has presented at key industry events (i.e. FBI/Private Sector keynote speaker, European Banking Expo in Brussels, Sibos in Vienna and Amsterdam, London KYC Executive Round-table, FATCA and KYC Webinars, Meeting New Regulatory Demands webinar with former regulators and Transforming Client Lifecycle Management while meeting Regulatory Demands Globally). Her previous positions include Director of Risk at Fidelity Investments where she helped implement AML regulatory requirements across lines of business, working with global regulators on regulatory response and exam response, Regulatory and Capital Markets Advisory Manager at Deloitte to global financial institutions on complex regulatory issues and findings, regulator response and future state optimization, lead the analysis for legislation on AML regulatory requirements across borders with the Department of Justice, and worked at KPMG in their Forensic and Intelligence Practice. Reetu graduated from the University of Toronto.


 

Ron Wellman

Global Director of Corporate Banking Solutions

Ron has over 16 years of commercial and retail banking experience. Before joining Pega, Ron served in multiple executive roles at The Royal Bank of Scotland Group/ Citizens Bank, N.A. Most recently, Ron was Senior Vice President - Manager of External Strategies for Small Business. Previously, he was responsible for developing technology solutions for global corporate clients at RBS Global Transaction Services, Americas and led the retail e-Commerce channel for Citizens Bank. Ron has also worked in product management for Bank of America and Fleet Bank as well as managed large service center teams for predecessor banks.

Ron has an MBA from Bentley University with concentrations in technology and operations, and dual undergraduate degrees in Economics and Political Science from Bucknell University. He also holds an Executive Certificate in Strategy and Innovation from MIT, and a Graduate Certificate in Retail Bank Management from the Consumer Bankers Association competed at the University of Virginia.

 

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