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Meet The Team

Combining business and technology expertise 

Experienced financial services leaders meet highly skilled AI practitioners. The Opsmatix team brings a rare understanding of how to solve complex business problems using the latest technology and new ways of working. It is an unbeatable combination. 

Empowering intelligent business automation

By leveraging all the advantages of artificial intelligence, the team is on a mission to create a pervasive utility that eliminates the risks and high costs associated with mundane, error-prone operational processes. The goal is to transform client firms into modern, high functioning, fit for future organisations. AI is the key to intelligent business automation. 

No challenge phases us. Let’s talk results.

Dan Kramer Opsmatix.JPG

Dan Kramer


Dan has over 30 years’ executive experience, driving strategy and execution for leading financial services organisations and several successful fintechs.

Most recently, Dan was Vice-Chair of Calastone, where he participated in acquiring the majority of the firm by the Carlyle Group. Before this, he was Chief Client Experience Officer at BNYMellon Asset Services and was responsible for the Fund Services business and operations at JP Morgan. Dan joined Opsmatix as CEO in March 2022, having observed the transformational impact Opsmatix has had on the Calastone business.

Justin Forrest - Opsmatix

Justin Forrest


Justin brings over 30 years of hands-on experience in building and driving growth at fintech and tech-led start-up businesses. He is an energetic and highly experienced business leader who loves a challenge. His deep understanding of trading, risk management and modern collaboration solutions are impressive. Justin has worked extensively overseas and held senior positions at IBM, Nat West, Algorithmics and IHS Markit. He was a founding partner at QuIC Financial Technologies Inc. 

Caroline Tonkin - Opsmatix



Sales Director

Caroline's successful career in sales and business development spans over 30 years supporting numerous companies across the global financial services ecosystem. Caroline is well known for helping clients achieve significant cost savings and regulatory compliance through operational excellence. Her experience covers innovative start- ups and global giants including IBM and IHS Markit. She has a BA Hons. in Russian Studies from Reading University.

Mark Barton - Opsmatix

Mark Barton


Mark is a powerhouse in terms of financial services technology leadership. His phenomenal career includes time spent at banking goliaths, such as Goldman Sachs, JP Morgan, Credit Suisse, Barclays Wealth and Accenture. With over 30 years' experience encompassing,

Equities, Fixed Income, Derivatives and Prime Brokerage, under his belt, Mark is a force to be reckoned with. He has a BSc in Electronic Materials Science from Imperial College.




Head of Egineering

Sateesh has over 20 years of experience in IT, having worked at some of the world's leading financial institutions, including; Nomura, Goldman Sachs and Credit Suisse. He specialises in high-performance computing, low latency and front and middle office solutions. He is a self-proclaimed technology enthusiast and has joined Opsmatix to accelerate the platform development programme. Sateesh is also a keen tennis player and, in his spare time, coaches children. 

Stephen O'Sullivan - Opsmatix

Stephen O'Sullivan

Chairman & Non-Executive Director

Formerly MD at Capco and Partner at Accenture, Steve has been in the financial technology arena for over 25 years. Client engagements include: Goldman Sachs, Deutsche Bank, Barclays, UBS, HSBC, Schroders, Bank of Ireland and L&G. He has an MA in Engineering from Cambridge,

Paul James - Opsmatix

Paul James


Formerly COO of Starling Bank, Paul has held senior management roles at Calastone, Matrix Partners and HSBC GBM. With over 30 years in financial operations and technology, he also led teams at Merrill Lynch and BNPP. Paul has a BA in Modern Languages from Southampton university. 

Owen Jelf - Opsmatix

Owen Jelf

Non-Executive Director

Owen is a Partner at Capco and the global lead for its highly successful Capital Markets practice. In a previous life he was a managing director at Accenture where he also headed up their Capital Markets division. He has an MA in Chemistry from Oxford.

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