DiligentIQ Strengthens Advisory Board with Industry Leaders

November 1, 2024

Strategic Expansion to Accelerate Innovation and Market Leadership

New York, NY – 5/24/24 – DiligentIQ, a pioneer in advanced generative AI solutions focused on the private equity and alternative investing markets, is excited to announce the addition of five distinguished professionals to its Advisory Board. These leaders bring deep industry experience, enhancing DiligentIQ’s strategic capabilities and industry insight.

Casey Santos served as the CIO of Asurion from 2021 to February 2024, where she led a division driving global tech and procurement strategy to develop and support innovative tech products for business growth. Prior to Asurion, Ms. Santos held various technology leadership roles in the finance industry including, from 2019 to 2021, serving as the Head of Business Process Innovation at AllianceBernstein, and, from 2014 to 2019, as the CIO of General Atlantic. Previously, Ms. Santos served as a strategic consultant at McKinsey & Company and its private investment subsidiary MIO Partners, advising world-class companies on technology innovation and strategy. Casey serves on the Boards of the Greater Nashville Technology Council, Horizon Blue Cross Blue Shield of New Jersey and the Nashville Electric Service Board. In addition, Ms. Santos serves or has served on the advisory boards of Zoom, Amazon Web Services, Moveworks, Box, Agio, Masergy, Appirio and Computer Design and Integration. Ms. Santos started her career at NASA, supporting over 20 space shuttle missions, including the first MIR docking and the Hubble Telescope repair missions.

Dan Ryan, is a retired PwC partner and was the firm’s Banking and Capital Markets Leader. He served as a business advisor to a wide range of the firm's global financial services clients and consulted on matters ranging from business strategy and M&A activity to governance, risk and compliance issues. He is also a subject matter expert on litigation and regulatory enforcement matters involving banks, securities firms and asset managers.

Ed Stroz, Co-Founded cybersecurity firm Stroz Friedberg. Ed was a Special Agent with the FBI where he formed the computer crime squad in New York. He was trained as a CPA and has extensive experience investigating white collar crime, including bank fraud and securities fraud. Ed is a trustee of Fordham University and serves as an advisor to the Center on Law and Information Policy (CLIP) at Fordham Law School. He will provide critical perspectives on evolving generative AI regulation, digital security and provide best practices to DiligentIQ, with a focus on safeguarding confidential data and technological assets.

Judy Turchin is a 25 year veteran in the consumer, financial services, and real estate sectors. She is the former COO of Equinox, the luxury lifestyle business, and was previously a pivotal figure in Blackstone’s Real Estate group as the GC and CCO. Currently, Judy serves as the Founder/CEO of JPT Partners LLC, a global advisory firm, partnering with private equity sponsors and their portfolio companies to tackle their most critical strategic issues, including customer experience, brand and marketing, sales and operational excellence at scale. Judy holds board positions at New York Road Runners, OVME, Mint House and Suntex Marinas. Judy brings a wealth of experience in operations , customer experience, sales and marketing and will further bolster DiligentIQ’s strategic initiatives.

Perry Golkin is the co-founder and CEO of Public Pension Capital. Before PPC, Perry was at KKR for 25 years. During his tenure at KKR, he held various positions, including: serving on the Operating Committee, Portfolio Management Committee, Financial Services investing team and leading KKR’s capital raising group. Perry served on numerous corporate boards, including American Reinsurance, Willis Group and Rockwood Chemicals. At PPC, Perry has served on the Boards of KVK, Shift, Inframark, and Precast. He serves as a trustee at Penn, and serves on the boards of its Law School and health system. He regularly lectures at Wharton and Penn’s Law School.

“We are immensely proud to welcome such a prestigious group of industry leaders to our Advisory Board,” stated Ed Brandman, CEO of DiligentIQ. “Their collective wisdom and expertise will be invaluable as we continue to lead and innovate in our field.”

This expansion underscores DiligentIQ’s commitment to excellence and its strategy to harness top-tier expertise to drive business success and client satisfaction.

For more information about our new advisory board members, please visit diligentIQ.com/advisory-board.

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