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Meet The Team

Plia Leadership Team


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Bill Stephenson


Bill has over 25 years of experience in trading, capital markets, and fintech roles. He was previously the Global Head of Trading at Franklin Templeton and Founder of the AIR Summit events.

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Chief Revenue Officer, Head of ESG and Strategic Advisor


Anita Karppi

Advisor, Chief Revenue Officer & Head of ESG

Anita has 25 years of experience in the global financial markets.  She is the founder of the Buy-side Trading Community  - a global social initiative  She is SVP at FlexTrade Systems.

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Strategic Advisor

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Jeff Estella


Jeff has over 20 years experience at MFS in trading, compliance, investment operations and risk management.  He is a board member of CalcGuard Technologies and Principal at Estella LLC.

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Senior Security Advisor

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Gary O'Connor


Gary has over 25 years experience in the financial markets including trading, risk management, compliance, investment operations, and enterprise technology consulting. He is the Founder of Amber Clear Resources.

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Chief Executive Officer 

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Dave Lauer


Dave has over 15 years of experience in market structure, high-frequency trading, and technology development. He is the Co-Founder of Healthy Markets and CEO of Urvin AI.

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Head of Client Service / Product Manager

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Amy Scott

Head of Client Support & Business Development

Amy has over 20 years of experience in the fintech community.  She is a director at Fuzzy Digital and the Co-Founder of FIX CITY.


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Senior Security Advisor

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Pete Herzog


Pete has over 20 years of experience in the info security industry and is an expert in security tactics.  He is the Co-Founder of Urvin AI and a consultant to large multi-nationals, governments and militaries.

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