Banking
10 bank stress testing experts
These ten professionals have led or worked on bank stress testing in their own roles at financial institutions, from CCAR capital planning to enterprise and wholesale credit stress testing. A reader can learn how banks build and run their stress testing programs.
Professionals to explore
01—10Ana Karina Felix
LinkedInExperience: SVP Capital Planning and Stress Testing · Synchrony
SVP Capital Planning and Stress Testing at Synchrony since 2022 and former Senior Vice President at Citi (2020–2022). The profile describes a financial services executive with two decades of experience in capital planning, stress testing and credit risk management in global banking.
Anindya Basu
LinkedInExperience: Managing Director, Global Head of Rapid Stress Testing, Risk Management · Citi
Managing Director, Global Head of Rapid Stress Testing, Risk Management at Citi since 2021. The profile says Basu built and led Citi's Rapid Stress Testing program, delivering timely risk assessments to senior management. Former Director, Head of Risk Strategy, Risk Management at Citi (2018–2021) and Director, US Head of Credit Derivatives Strategy, Citi Research at Citi (2012–2018).
Brian Todd
LinkedInExperience: Managing Director, Head of US and Enterprise Stress Testing, Capital Risk Management · BMO
Managing Director, Head of US and Enterprise Stress Testing, Capital Risk Management at BMO since 2025 and former Head of US Stress Testing, Capital Risk Management at BMO (2024–2025). Former Head of US Capital Submission Review, Capital Risk Management at BMO (2023–2024) and Head of Model Governance, SVP at BNP Paribas USA, Inc. (2019–2024). The profile describes a model risk manager with expertise in capital stress testing.
Gail Cane
LinkedInExperience: Vice President, Global Banking and Markets Stress Testing · Bank of America Merrill Lynch
Vice President, Global Banking and Markets Stress Testing at Bank of America Merrill Lynch since 2017 and former Vice President, Global Stress Testing there (2015–2017). Former Senior Manager, Stress Testing Program Management at Capital One (2014–2015) and Senior Manager, Global Finance Process Excellence at Capital One (2012–2014).
Jaša Končar
LinkedInExperience: Director, Stress Testing Analysis & Reporting · UBS
Director, Stress Testing Analysis & Reporting at UBS since 2023. Former AVP, Stress Testing, Global Credit Portfolio Management at Credit Suisse (2022–2023) and Lead AVP, Stress Testing, Wholesale Credit Risk Analytics at HSBC (2020–2022), which the profile describes as a first line of defence role. Former Assistant Manager, Independent Model Review at HSBC (2016–2020).
Joel Patrick
LinkedInExperience: Senior Vice President, Director of Capital Management & Strategy · Comerica Bank
Senior Vice President, Director of Capital Management & Strategy at Comerica Bank since 2013, where the profile says Patrick manages the entire capital planning and stress testing process for Comerica and is responsible for managing and forecasting the firm's regulatory capital position. Former Treasury Director at Ally (2011–2013) and Financial Analysis Manager at M&T Bank (1999–2010).
John Zeszutek
LinkedInExperience: Global CCAR Recovery Resolution Planning Executive · Bank of America
Global CCAR Recovery Resolution Planning Executive at Bank of America since 2010, where the profile says Zeszutek is responsible for CCAR stress testing and scenario design for the end-to-end capital planning process and for global resolution and recovery planning at Bank of America. Former Vice President Deal Team Leader at Bank of America (2005–2010).
Robert Linklater, CPA, MBA
LinkedInExperience: Head Enterprise Stress Testing · TD
Head Enterprise Stress Testing at TD since 2018 and VP, Head of Enterprise Stress Testing and Forecasting Methodologies at TD since 2023; the profile also lists SVP Stress Testing and Capital Analysis at TD since 2016. The profile says Linklater led global valuation, capital optimization and stress testing initiatives as Vice President of Wholesale Finance at TD Bank.
Roderick Guerin
LinkedInExperience: Head of US Stress Testing · HSBC North America
Head of US Stress Testing at HSBC North America since 2025 and former Head of US Stress Test Delivery there (2023–2025). Former Director Capital Management at HSBC North America (2022) and Head of Capital Planning, Resolution & Recovery at Santander Consumer USA (2015–2022). The profile describes a finance executive with success as capital management head, in stress testing (CCAR/DFAST) and in recovery and resolution plans.
Shuo Zhang
LinkedInExperience: Director Head of Wholesale Credit Stress Testing · Citi
Director Head of Wholesale Credit Stress Testing at Citi since 2022. As Executive Director Wholesale Credit Analytics & Solutions ( CCAR ) at JPMorganChase (2018–2021), the profile says Zhang led a team of 10 credit risk experts to deliver stress testing (CCAR), loss forecasting and outcome analysis for the bank's $800Bn wholesale lending. Former Executive Director - CCB Wholesale Loss Forecasting ( CCAR CECL Model Analytics) at JPMorganChase (2017–2018).
Choose the right perspective
Match the person's part of the process to your question, since scenario design, credit loss forecasting, capital planning and program delivery call on different skills. Also consider whether you need someone who has run the whole enterprise exercise or someone who owned one portfolio or risk type within it.
Questions to take into the conversation
- 01How do you organize a stress testing cycle so that scenarios, models and business forecasts come together on time?
- 02What do regulators most often challenge in a capital stress test submission, and how do you prepare for it?
- 03How do you decide which parts of the stress testing process to automate and which to keep under manual review?
Reaching bank stress testing experts
How can I contact one of these bank stress testing experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 9 companies, including Synchrony, Citi and BMO, based on profile data retrieved on October 4, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach bank stress testing experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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