Executive Leadership Team

Joel Schwartz

Joel Schwartz

Founder & CO-CEO

Senior banking industry executive for 20+ years. Deep expertise in NSF and overdraft policies.

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Bill Amelio

Bill Amelio

Executive Chair & CO-CEO

Seasoned chief executive with experience running multi-billion dollar Fortune 500 companies.

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Pete Bartolotta

Pete Bartolotta

Chief Information & Operations Officer

35-year executive known for transforming operations and rapidly scaling high growth business.

David Cook

David Cook

Chief Information Security Officer

Former CISO at Jive Software and DataBricks with 15 years of experience leading security and compliance programs.

Jessica Daughetee

Jessica Daughetee

Chief Marketing Officer

A 20+ year marketing executive at multiple Fortune 500 companies, including CMO of Avnet. Jessica consistently increased revenue and ROI.

Amy Harbour

Amy Harbour

Vice President, Platform & Product Delivery

Six Sigma product developer who mastered the science of big data over her 32 years in financial technology–with the patent to prove it.

Katie Weckler

Katie Weckler

Vice President, Revenue

Former sales leader at Lincoln Financial, Comerica Bank & Fidelity. Exceeded revenue goals by 50%-100% annually over her 20-year career.

Anne Lee

Anne Lee

Director, Banking Operations

A 35-year banking industry veteran who has successfully led a $600M community bank and managed operations for an $8B commercial bank.

Brandon Michaels

Brandon Michaels

Chief Financial Officer

Former credit union President, CEO & CFO known for breaking financial records & delivering top customer satisfaction scores.

Board of Directors

Bill Amelio

Bill Amelio

Executive Chairman

Kirk Drake

Kirk Drake

Board Member

Eran Peery

Eran Peery

Board Member

Joel Schwartz

Joel Schwartz

Board Member

Marshall Toplansky

Marshall Toplansky

Board Member

Board of Advisors

Jeff Carpenter

Chief Executive Officer, WEOKIE Federal Credit Union

Ashwin Rangan

SVP Engineering and Chief Information Officer, ICANN

Gordon Dames

Chairman Credit Union Advisory Board, DoubleCheck

Erin Selleck

Independent Director & Audit Committee Chair, Broadway Financial Corp/Broadway Federal Bank

John Itokazu

Chief Information Officer, Progrexion

Rick Sowers

President & Chief Executive Officer at CalPrivate Bank

David Kantar

Director Of Government Affairs at Financial Partners Credit Union

Ed Merino

Chief Executive Officer and Founder of Office of the Chairman