Gerald has advised, founded and led several technology start-ups, and has nearly 20 years combined technology and health benefits experience. He currently leads CDAT's SaaS-based pension and benefits administration platform Oliver, a complete administration solution for pension and group benefit plans for self-administered and third-party environments.

Gerald has a particular interest in team dynamics and the ways businesses can borrow from successful sports teams and experiences to develop and lead productive, innovative teams within their organizations.

Gerald was a former Partner of Social Venture Partners, a philanthropic network that does more than give away money. SVP helps those out to do good, do better – bringing together donors, non-profits and social enterprises in order to make a greater collective impact. He is also a member of the Vancouver Chapter of the Entrepreneurs Organization.

Rao Thudi focuses on ensuring Oliver and all associated products and solutions are built in a way that provides the most value to our clients.

For 20 years Rao has been a key player in ensuring we continue to innovate on technology solutions clients demand. He has overseen client projects involving the development, implementation and maintenance of various types of Pension, Health & Welfare Benefit Administration Software.

A logical and analytical thinker, Rao’s approach to challenges is grounded in functional and technical expertise. He enjoys puzzling out the kinds of challenges complex software demands and his solution design and technology experience continues to be integral to the success of Oliver.

Rao holds a Master of Computer Applications (MCA) degree from Kakatiya University, India. Before he joined Cdat, Rao worked for various clients in India and overseas operating globally.

Rafael Trevisan is passionate about developing software that is as functional as it is beautiful. His ability to connect different technologies together, wrap them in appealing user interfaces, and deliver a smooth user experience are evident in the design and UI/UX of Oliver Benefits Administration Software.

A former Oracle instructor with nearly 20 years experience building data driven software applications, Rafael is constantly seeking new ways to improve the process of software development. Rafael has a deep understanding of the architecture behind database technologies and is driven by designing user-friendly and modern UI/UX. He holds a masters degree in software engineering and a graduate degree in data processing.

An active member of the Oracle APEX and GitHub communities, Rafael has created open-source projects that can be used by other developers across the world.

Throughout his career Rafael has worked for various companies in Brazil, and has also spearheaded the development of several software applications for Providence Health Care in BC.

During his career he was also a consultant specialized in application performance management, capacity planning and stress testing where he has helped companies improve their application response-time and high availability.

Daniele Hintze is constantly striving to make Oliver better. She and her team focus on the quality of our product and are passionate about ensuring Oliver is the best it can be. Driven by the challenge of solving complex problems and adopting new technologies, Daniele is constantly seeking to learn about new methodologies or approaches she can apply to her work in order to achieve better results. It is this commitment to improvement, learning and quality that ensures Oliver clients can trust our team’s priority is to continually improve the client experience.

Daniele has more than 15 years experience in information systems including web application development, business analysis, automation test, progressive project management and process improvement. She also holds an MBA of Strategic Management and Business from the University of Sao Paulo, a degree in Computer Science and a second degree in Project Management.

Steve’s practice focuses on CEO assessment, support for HR committees and executives, and executive coaching to banks, diversified conglomerates, trading firms, telecommunications, real estate, education, health care, media and other industries.

Steve is Canadian by birth, and over the course of his career has worked in Canada with both the Toronto Dominion Bank (1974-1981) and HSBC Bank Canada (1981 - 1995). He was seconded to HSBC's Group Headquarters in the United Kingdom (1995 - 1998) and following a brief assignment back in Vancouver, was then seconded again this time to Hong Kong (1999 - 2008) with the HSBC Group. He now resides in Vancouver.

As the Senior Vice President Human Resources of HSBC Bank Canada (1990-1995) Steve was a member of the Bank's senior leadership team. Employee recruitment, development, assessment and reward were key areas that he and his team managed during this period of rapid national expansion. When seconded to the UK, Steve's responsibilities as Senior Executive Group Human Resources included working with the HSBC Group's senior team to assess and appoint its CEOs and business leaders internationally (83 countries, 320,000 employees). He returned to Vancouver in late 1998 and led HSBC Bank Canada's British Columbia Division as SVP, BC. Business development, branch expansion and supervision of Branch Managers throughout BC were key responsibilities in this role. At a time of rapid expansion at a Group level, Steve was seconded with HSBC to Hong Kong from 1999 to 2008. There he held the position of Head of Human Resources for HSBC’s Hong Kong and Asia Pacific businesses (21 countries, 60,000 employees). This business was and remains the Group's largest profit contributor. CEO assessment, senior executive development, HR policy formulation including performance and assessment systems, HR transformation, and leadership of the "people agenda" were key elements of his mandate.

Steve is a Graduate (B.Comm) of the Sauder Business School UBC, a Fellow of the Institute of Canadian Bankers (FICB), and Professional Certified Coach (PCC) accredited by the International Coaching Federation. He is a Member of the Hong Kong Institute of Directors, a past Governor of the Canadian Chamber of Commerce in Hong Kong, and a past Governor and Vice Chairman of the Canadian International School in Hong Kong. For 8 years until early 2017 he was a non-executive director of Quam Limited, a listed financial institution in Hong Kong.

Allan has more than a decade of experience in compliance risk management leadership, due diligence and pre-employment screening in Asia. As CEO of Blue Umbrella, Allan is responsible for strategic development and execution, the day-to-day management of the organization, leading the executive team, and defining and embodying the corporate culture. His leadership has propelled Blue Umbrella to become one of the most dependable, fastest growing compliance companies in the world.

Prior to founding Blue Umbrella Limited, Allan successfully built Verify Screening Solutions, an employee diligence company. Verify began as a small operation and grew to become a large company with over 250 staff operating in Hong Kong, China, Japan, Malaysia, Singapore and India. In early 2008, Verify was acquired by their largest regional competitor. Before joining the risk management industry, Allan was the Executive Director of the Canadian Chamber of Commerce in Hong Kong, the largest Canadian business organization outside of Canada and an influential Hong Kong trade body.

Allan holds a BA in International Relations from the University of British Columbia and also attended Tsinghua University’s School of Economics and Management. He is a Governor of both the Canadian Chamber of Commerce in Hong Kong and the UBC Alumni Association in Hong Kong. He speaks Mandarin and can converse in Cantonese.

Alan Albert has led the creation of multiple top-selling and award-winning products, generating over $1 billion in revenue. He has co-founded three software companies, selling one to Apple Computer, and he has served as Board Chair, Director, Advisor, VP and CEO, and in a broad range of leadership positions including Marketing, Product Management, Development, Manufacturing, Services, and Corporate Strategy.

Alan now leads MarketFit, providing strategic services and customer insight to growing B2B and B2C product and services companies across a wide range of markets. Alan helps organizations to better understand their customers’ perception of value and to use this insight to fuel strategies for more effective innovation, marketing and pricing.

Alan Albert brings over 30 years of managerial, advisory, and hands-on success in bringing innovative products to market, in startups, mid-size and Fortune 500 companies. Expertise includes corporate and product strategy; product innovation and marketing; pricing strategy; and product and team management.

For nearly 20 years, Josh has held executive positions in several high growth companies spanning real estate, media, advertising and automotive. As CTO of Absolute Results Productions Ltd., a global sales and marketing execution organization with operations in more than 12 countries, Josh overseas the strategy and execution of the company’s technology and digital marketing divisions.

Prior to his current role, Josh was CEO of Pendo, a property management technology company and Vice President of Technology at Rennie, one of the largest real estate marketing firms in Canada. Under his leadership, Pendo was awarded the 2017 Rental Marketing Awards Trendsetter of the Year. Growing to more than 5,000 landlords using the platform, Pendo was successfully acquired in late 2018.

Josh previously worked with Yellow Pages as head of sales for their $30 million real estate division where he led a 58-person sales team transforming Canada’s oldest real estate publishing company into a digital media publisher. As COO at Sutton West Coast Realty, he grew the brokerage into the nation’s largest independently owned brokerage with 18 offices, 1,700 Realtors® and over $9 billion in annual sales. He started his career as a website sales rep and subsequently became a software engineer to help create one of the real estate industry’s first lead management platforms in early 2000.

A product guy at heart, Josh is a firm believer in the limitless future offered by the use of great technology and his eyes still light up when watching users click or tap through a new product he and his teams have built. He continues to use his deep understanding of how to intersect business and technology, helping build and advise companies based in Vancouver, BC where he and his family call home.