Metaventions AI Convergence Hub | Battle Station | Cheat Sheet Follow-Up Emails Playbooks Network Graph Mind Map
Metaventions AIMFTH Mentoring Program 2026
Dico Angelo
Partner Solutions Architect · Cloud Alliances & Applied AI · Fintech Mentor · Blockchain Visionary
Role
Mentor
Mentees
3 Students
Domain
Partner Ops / AI / Fintech
Base
Windsor, ON
I build cognitive infrastructure — systems that capture, verify, and compound the value of every AI interaction. UCW is provenance for intelligence, like Inveniam's Proof of Origin for assets. Every AI decision deserves a verifiable origin story.
UCW PROTOCOL METAVENTIONS AI COGNITIVE INFRASTRUCTURE SOVEREIGN AI PARTNERSHIP OPS
Building: Cognitive equity protocol that captures value from every AI interaction · Seeking: Strategic partnerships, ecosystem connectors, investment
02 — LIVE EVENT FEED LIVE

Contacts Made

Emiliano de la Macorra Cardoso
Bentley University · Class of 2028
Double Major: Fintech & Finance/Economics
📞 +1 (781) 530-8061 · edelamacorrac@falcon.bentley.edu
FIRST CONTACT BENTLEY STUDENT
Rob Sarnie
Mass Fintech Hub · Lead
Runs the entire MFTH ecosystem. Gatekeeper to all roundtable leaders & partners
MFTH LEAD CONTACT MADE
Patrick O'Meara
CEO, Inveniam Capital · Keynote Speaker
$700B private assets · Proof of Origin · MANTRA L1
VIP KEYNOTE CARD EXCHANGED
Ian Cain
QUBIC Labs · Roundtable Leader
Innovation ecosystems · Quincy blockchain bond · $4.5M MassTech
#1 TARGET CARD EXCHANGED
Mohammad Desai
MassMutual
CONTACT MADE MASSMUTUAL
Tom Moran
MassTech (MA Gov) · Roundtable Leader
Future of innovation in Massachusetts
CONTACT MADE GOV CONNECT
Trevor Talley
BBA · Dir Strategic Partnerships · Roundtable Leader
Alpha Provider · Podcast Host · Board Member · Digital Assets/Blockchain/Web3
HIRING CONTACT MADE
Christian Catalini
Lightspark CSO · Virtual Panel Speaker
Ex-Diem/Meta · MIT Bitcoin Experiment · "Verification > Intelligence" = UCW thesis
PANEL SPEAKER FELLOW CANADIAN
Naresh Chandra Chethala
Western New England University · Graduate Teaching Fellow
Founder, StuVe (struve.app) · Business Analytics
WNEU FOUNDER CONTACT MADE
Updates pushed live — drop names as you meet them

📍 Event Status

9
CONTACTS
20
ROUNDTABLES
5
HOT TARGETS
Dico update: 9 contacts, 3 roundtables attended. Landed O'Meara (keynote), Cain (QUBIC), Talley (BBA, hiring), Desai (MassMutual), Moran (MassTech), Sarnie (MFTH Lead), Catalini (virtual), Naresh (WNEU).
Roundtables Attended:
🎮 BBA — Trevor Talley · "Do You Need to Be Technical to Work in Crypto?" · 40% of 3,613 crypto roles need zero technical background (Sales, Marketing, Ops, Legal, Finance)
🎮 MassMutual — Mohammad Dastgir · MA fintech ecosystem
🎮 MassTech — Tom Moran · TechGeneration: subsidized summer housing for Boston tech interns (Jun 14 – Aug 14, 8 wks) · innovation.masstech.org/techgeneration · Apps open Apr 1

🎮 All 20 Roundtables — Your Scouting Report

OrganizationLeaderTopicFit
AlliumRyan HawksOnchain data & financial behaviorDATA FIT
BBATrevor TalleyNon-technical blockchain careersCAREER
Boston Blockchain WeekChristian HamelFall 2026 event (Sep 8-10)
Citizens BankNikolas CasagrandeBank of the futureINTERNSHIP
Fidelity FCATKevin KellyBlockchain: real vs. misconceptionsTOP TARGET
Fintech WomenLauren DanisWho are financial products designed for?
Fintech WomenRob Hickey (Clarendon)Why fintech struggles inside institutions
Mass AI HubGabriela TorresAccessible AI innovationAI FIT
Mass Fintech HubJason HochHow partnerships strengthen fintech
MassMutualMohammed DastgirMA fintech ecosystemHIRING LEAD
MassMutualErica TrueCareer map & 6-month action planCAREER MAP
MassTech (MA Gov)Tom MoranFuture of innovation in MA
M&T BankDavenport / Gray / StoopsFintechs changing banking
MassChallengeMeg Green / Dave ConnollyBuilding fintech w/ acceleratorsSTARTUP
Payments AdvisoryRalph DangelmaierHow to raise money for fintech
Qubic LabsIan CainHow innovation ecosystems work
RBC Capital MarketsJason GurandianoFintech IBON YOUR LIST
Reading Coop BankMarianela VazquezDigital payments in community banking
Wolf & CoMorrissey / MovsesianTrust & controls for scaling fintechs
🔥 = high fit for your profile · Photographed from event program booklet
03 — YOUR NETWORK MAP
Speaker
Organizer
Mentee (You)
Academic
Mentor
Highest
High
Cross-mentee
New (today)
04 — EVENT TIMELINE
1. Pre-Event (Tonight)
Memorize 30-sec Pitch
Say it out loud 3 times. Time yourself.
PRACTICE
Charge Phone + LinkedIn QR
Have your QR code ready to scan instantly
Google Maps: Springfield → Bentley
Leave by 10:00 AM. ~90 min drive.
LOGISTICS
Set "Open to Work" on LinkedIn
Data Analyst, Business Analyst, CS roles
Text Dico
"Leaving Springfield at X" — so he knows when you arrive
Dico
2. Arrive & Lunch (12:00)
Find Dico First
He'll route you to the right people all day
Dico
Scan Room Layout
Find roundtable locations for Phase 4
LinkedIn QR Ready
Exchange with anyone you talk to at lunch
CONNECT
3. Keynotes & Panels (1:00–3:00)
Keynote #1: Patrick O'Meara
Listen for data infrastructure mentions
O'Meara
Panel 1: Watch Aaron Geller
He's your #1 target. Note specific comments for follow-up.
TARGET #1
Keynote #2: Guillermo Fernandes
Note his CS/data points. He's your #2 target.
TARGET #2
Take Notes
Write down specific quotes for follow-up emails
NOTES
4. Roundtables (4:00–5:30)
Table #1: Fidelity / FCAT
Ask about analytics internships for MSBA candidates
PRIORITY
Table #2: MassChallenge
Startup exposure + portfolio company hiring
Table #3: Visible Hands VC
They know who's hiring in their portfolio
Between Tables: 1-on-1 Intros
Dico will walk you to Aaron Geller + Guillermo Fernandes
Dico GELLER FERNANDES
5. Reception (6:00–7:00)
Best Time for Casual Intros
Guards are down. People are more open.
NETWORK
Target: Fidelity / State Street / Circle
Connect with anyone from these companies
Exchange LinkedIn
Everyone you spoke to today — QR scan
6. Follow-Up (That Night)
LinkedIn Connection Requests
Add personal note referencing your conversation
TONIGHT
Thank Dico for Intros
Quick text — builds the relationship
Dico
Email Aaron Geller
If he gave a card, follow up that night while warm
GELLER
Update Resume
Add any new insights or terminology from the event
7. Outcomes (Week After)
Fidelity Internship Application
Warm intro from roundtable + Dico
APPLY
Allium Data Analyst Exploration
Aaron Geller connection → explore roles
EXPLORE
FinSight Collaboration w/ Chelsie
Contribute Python/SQL/Power BI to FinSight
COLLAB Chelsie
Liu SecureFinAI RA Application
NLP coursework connection → RA opportunity
ACADEMIC
Fintech Sandbox Demo Day
Apr 28 — attend for portfolio company access
EVENT
Section 05 · Mentee Pipeline
Mentee Walk-Ups
The sovereign-empire floor. Osama's walk-ups to Geller, Fernandes, Kelly & Fidelity — scripted, sequenced, rehearsed.
05 — MENTEE WALK-UPS · OSAMA THARA
Mentee in focus: Osama Thara — MSBA @ WNEU, ex-BAT Territory Manager ($3.5M), ex-Salesflo CS Lead. Seeking Data/Business Analyst internship. The cards below are the walk-ups I'm running for him at the bootcamp — my intro lines, his asks, what to listen for. (Cards are written in Osama-voice because he co-built this playbook with me.)
Aaron Geller
Aaron Geller
CEO · Allium ($16.5M Series A)
HIGHEST PRIORITY
Why He Matters for You
Allium does blockchain data infrastructure for Visa and Stripe. Just raised $16.5M. Your BAT experience managing 3,000+ data points across retail accounts, combined with your MSBA and NLP coursework, makes you a strong fit for their data team.
Dico's Intro Line
"Aaron, this is Osama — he managed a $3.5M territory at BAT with 3,000 accounts and is finishing his analytics masters. He's the kind of person who already thinks in data at scale."
Your Ask
"What does the data team look like at Allium? I'm curious how you're structuring analytics as you scale post-Series A."
Listen For
Any mention of hiring, internships, or "we need people who understand data at scale." That's your opening.
Guillermo Fernandes
Guillermo Fernandes
VP AI · LedgerLink (2B+ transactions)
HIGH PRIORITY
Why He Matters for You
LedgerLink processes 2B+ transactions. You managed 200+ key accounts at Salesflo. LedgerLink needs people who bridge business operations and data — that's your exact profile.
Dico's Intro Line
"Guillermo, meet Osama — he ran customer success at a SaaS startup and managed 200+ key accounts. Now he's building analytics skills on top of that operational foundation."
Your Ask
"How does LedgerLink think about the intersection of customer success and data? I've been on both sides — managing accounts and now building analytics."
Listen For
Mentions of customer data, operational analytics, or "people who understand both business and data." Reference your SAP/Power BI experience.
F
Fidelity / FCAT
Roundtable · Boston-based
HIGH PRIORITY
Why They Matter for You
Boston-based. Your Power BI + SAP + SQL + customer success experience is a direct fit for operations analytics at Fidelity. They hire MSBA-level analysts.
Dico's Intro Line
"Osama is finishing his MSBA at WNEU with a background in commercial operations — $3.5M territory, SAP, Power BI. He's looking at analytics internships in Boston."
Your Ask
"What does the path look like for MSBA candidates interested in operations analytics at Fidelity? I have commercial ops experience and I'm building my technical stack."
Listen For
Internship programs, FCAT innovation lab projects, or any mention of analytics teams that work with operations data.
Jason Gurandiano
Jason Gurandiano
Global Head FinTech IB · RBC Capital Markets
STRONG FIT
Why He Matters for You
Your FMCG + SaaS + analytics trajectory is unusual and memorable. RBC's fintech banking division needs people who understand commercial operations AND data. Jason sees hundreds of analysts — your story stands out.
Dico's Intro Line
"Jason, this is Osama — unusual trajectory. FMCG territory management at BAT, then SaaS customer success, now analytics masters. He brings a commercial lens to data."
Your Ask
"What patterns do you see in fintech companies that successfully bridge commercial operations and data analytics? I'm trying to position at that intersection."
Listen For
Insights on fintech hiring trends, which companies value ops+data backgrounds, any RBC internship or analyst programs.
Xiao-Yang Liu
Xiao-Yang Liu
Columbia SecureFinAI Lab
STRONG FIT
Why He Matters for You
Your NLP coursework connects directly to Liu's SecureFinAI lab research. A research assistant opportunity here would give you academic credentials in fintech AI — a massive differentiator on your resume.
Dico's Intro Line
"Professor Liu, Osama is doing NLP coursework at WNEU and has a commercial background — BAT, SaaS. He's interested in how NLP applies to financial data."
Your Ask
"I'm studying NLP at WNEU and I'm fascinated by how it applies to financial security. Are there research assistant opportunities in your lab for master's students?"
Listen For
Any mention of RA positions, open projects, or NLP applications in finance. Ask about specific tools they use (Python, transformers).
Lucas Timberlake
Lucas Timberlake
Fintech Sandbox
STRONG FIT
Why He Matters for You
VC background with visibility into portfolio companies needing data and analytics talent. Fintech Sandbox Demo Day is April 28 — a second event where you can connect with startups hiring.
Dico's Intro Line
"Lucas, this is Osama — he's finishing his MSBA and looking at data roles in fintech. He's got operational experience that most analytics grads don't have."
Your Ask
"Which Sandbox portfolio companies are looking for data or analytics talent right now? I'd love to attend Demo Day on Apr 28."
Listen For
Specific company names in their portfolio, Demo Day details, or any "we should connect you with..." moments.
Chelsie Santos
Chelsie Santos
FinSight Intelligence · Fellow Mentee
CROSS-MENTEE PLAY
The FinSight Collaboration
Chelsie is building FinSight Intelligence. You contribute Python, SQL, and Power BI to the project. You get a fintech product on your resume and portfolio; she gets a collaborator with real analytics skills. Win-win.
What You Bring
Python scripting, SQL queries, Power BI dashboards, data pipeline experience from BAT/Salesflo. You've worked with real commercial data at scale.
What You Get
A fintech product credit on your resume, portfolio project to show employers, and a GTM collaboration story for interviews.