Lucas Soucy

Head of North America

Lucas Soucy has over 17 years of Operations and Plan Administration experience in the retirement services industry. During his career, Lucas’s responsibilities have included establishing and managing operations centers, consulting on process efficiencies, understanding client needs, plan implementations, transition strategies and relationship management.

Lucas joined Congruent Solutions in 2005 to help set up a back office delivery center for retirement services that focused on providing service providers support for transaction based processing as well as compliance testing, 5500 preparation and everything in between. Lucas Soucy has over 17 years of Operations and Plan Administration experience in the retirement services industry. During his career, Lucas’s responsibilities have included establishing and managing operations centers, consulting on process efficiencies, understanding client needs, plan implementations, transition strategies and relationship management.

Today, Lucas runs the Retirement Services Division and is responsible for all back-office operations onshore and offshore. He has also provided guidance and oversight to the development of Congruent’s own recordkeeping platform, COREDC, which was launched recently. He is a board member of The SPARK Institute.

Prior to joining Congruent, he spent his career at several service provider organizations like GoldK, Inc., Boston Financial Data Services and Trustar Retirement Services, managing operations teams, providing customer support, managing implementations and conversions, and establishing reporting mechanisms. His career started in transaction processing in Operations which has served as the foundation of his career.

Katherine Dummitt

VP Sales

Katherine spent thirteen of her twenty years in the Retirement services industry at SunGard (now FIS). She was the National Account Manager for the SunGard Wealth and Retirement Division.

Katherine provided relationship management and sales to the TPA and Recordkeeping clients on a national level selling the SGN NSCC trading platform, Relius, and the Wealthstation products. Prior to Congruent, she was the Director of Business Development at CMC Interactive, leading the business development efforts to expand advisors and CPAs customer base.

Sathiyan

Head of Delivery – Business Support Services

Sathiyan has over 12 years of experience in the Retirement and Financial Services verticals. During his career, Sathiyan’s responsibilities have included setting up new operations, transitions management, project management, client engagement, six sigma (quality assurance, metrics), leading large teams, delivery, and managing the profitability of a business unit.

Sathiyan has been with Congruent Solutions since 2004, leading back-office operations in the areas of Retirement, Financial and Insurance Services. He holds a Master’s degree in Business Administration with specialization in Financial Management. He is a certified Six Sigma Green Belt professional.

Sagar

Product Owner

Sagar started his career with CSC as part of their Insurance vertical, where he was part of their legacy system modernization team. He joined Congruent in the year 2011 as one of the first members of the Requirements team.

He is ASPPA certified for the QKA credential, has a thorough understanding of the Retirement domain and has been a part of multiple successful product implementations.
His responsibilities include Product Roadmap and Direction, Pre-sales, Product Demonstrations, Relationship Management and Product Implementations.

He is currently the Product Owner for the CORE suite of products. He holds a Management degree from Great Lakes Institute of Management. He is an avid wildlife enthusiast, trekker and biker.

Subha Kumar

Chief Financial Officer & CISO

Subha Kumar has over two decades of experience in the financial services and IT sector. A Chartered Accountant by qualification, she is also a certified lead assessor for carrying out ISO audits. Subha was responsible for drafting the process manuals detailing hire purchase and lease policies and practices at a non-banking financial company (NBFC).She has also headed the fixed deposit team in a leading NBFC and has handled accounting and finance functions as well as property related affairs of their associates.

She was instrumental in migrating their erstwhile FD system to a new platform in 1999-2000. She has also played the role of CFO at another NBFC.

Subha has been on the panel of arbitrators of a private sector bank for over fifteen years now, and rendered services by resolving disputes between the bank and the customers amicably, and in the process hastened recoveries on their NPA accounts by mediating between the parties.

At Congruent, she manages the company budgets and steers its financial performance, besides championing the cause of Information Security. She has helped secure relevant IP protection for Congruent’s suite of products and services. She is responsible for finance, MIS, audit, legal, contractual, Information Security and statutory compliances functions at Congruent.

Mohan Nair

Vice President, UK Operations

A BSc (honors) graduate from Delhi University, Mohan has 30 years of experience managing the sales operations of Indian hardware and IT services companies across global markets in his stints with companies such as HCL, ICIM, and Sify. In the late 1990s, he was amongst the few who recognized the nascent Indian IT services industry’s potential to grow rapidly and ventured into the European market to bag several offshore projects.

His clientele has been in the financial services, retail, and telecom sectors. He started Congruent’s UK operations in 2009 and has since expanded our client base to include Fortune 100 customers.