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KEYNOTE SPEAKERS

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Sam Stein

Senior Politics Editor at the Huffington Post

Sam Stein is the Senior Politics Editor at the Huffington Post, based in Washington, D.C. Previously he has worked for Newsweek magazine, the New York Daily News and the investigative journalism group Center for Public Integrity. He is a contributor to MSNBC and has appeared on Real Time with Bill Maher and Meet The Press, among other programs. He has a masters from the Columbia University Graduate School of Journalism and is a graduate of Dartmouth College.

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Fareed Zakaria

Host of CNN’s Fareed Zakaria GPS, contributing editor at The Atlantic, and Washington Post

Host of CNN’s Fareed Zakaria GPS, contributing editor at The Atlantic, and Washington Post columnist Fareed Zakaria is widely respected for his thoughtful analysis and ability to spot economic and political trends. Esquire magazine described him as "the most influential foreign policy adviser of his generation."

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Richard K. Davis

Mr. Davis is Chairman and Chief Executive Officer of U.S. Bancorp.

Mr. Davis is Chairman and Chief Executive Officer of U.S. Bancorp. Mr. Davis, has served as Chairman of U.S. Bancorp since December 2007 and Chief Executive Officer since December 2006. He also served as President from October 2004 until January 2016. He served as Chief Operating Officer from October 2004 until December 2006. Mr. Davis has held management positions with the Company since joining Star Banc Corporation, one of its predecessors, in 1993 as Executive Vice President.


ANALYST SPEAKERS

Laura Bruck
Laura Bruck

VP of Marketing & Solution Strategy, EZShield

Bruck is responsible for marketing the EZShield brand through thought leadership as well as delivery of the customer experience through email, web, and mobile channels. As an advocate for delivering low cost, high value tools to empower consumers, she works integrally with strategic partners, like Deluxe, to customize the right solution for their clients' programs.

Mark Lanterman
Mark Lanterman

Chief Technology Officer, Computer Forensic Services

Lanterman is the Chief Technology Officer of Computer Forensic Services and has 28 years of security and forensic experience and has testified in over 2000 cases. Before entering the private sector, he was a member of the U. S. Secret Service Electronic Crimes Taskforce.   He is an adjunct instructor at the University of Minnesota and Mitchell Hamline Law School, the National Judicial College in Reno, Nevada, as well as the Federal Judicial Center in Washington D.C.

Bob McKinnon - Sirius Decisions
Robert McKinnon

Segment Director – Financial Services, Sirius Decisions

McKinnon brings more than 20 years of financial services experience – managing teams in marketing, sales, research and product development. He joined SiriusDecisions in February 2015 and has a truly global understanding of the challenges facing marketing and sales leaders across the financial services industry. He has managed sales and marketing organizations based in Latin America, EMEA and North America, specializing in implementing data-driven strategies to enhance institutional sales and marketing operations in asset management, capital markets and investment banking.

Shawn Kruger - Garda
Shawn Kruger

Director of Vault Operations, Garda

Kruger joined Garda in 2014 as Director of Cash Vault Services with responsibility for product management and central operations support teams. Before joining Garda, she spent 12 years in progressive operations management roles with financial institutions including Bank One and Fidelity Investments before transitioning to product management, marketing and business development roles with software and service providers delivering payments, check processing and content management solutions for financial services, insurance and real estate organizations.

Laura Brady - American Express
Laura Brady

Senior Manager, LoyaltyEdge

Brady has over 13 years of experience in the financial services industry. She joined American Express in 2012 and has held strategy, business development and partnership positions in LoyaltyEdge, a leading provider of white-labeled loyalty solutions; and OPEN and Enterprise Growth, focused on driving customer acquisition, loyalty and retention. Prior to LoyaltyEdge, she has held various roles across JPMorgan’s Investment Bank, Private Bank and Worldwide Securities Services with a focus on sales, relationship management, global account planning and client engagement methodology.

Mark Gibson
Mark Gibson

Senior Consulting Associate, Capital Performance Group

Gibson has 32 years of experience in financial services, both as a practitioner and an advisor to senior managers and directors. He has worked with bank executive teams to assess the major trends impacting the financial services industry and identify specific strategy engagements, as well as brand and value proposition design; marketing strategy and execution; customer and market segmentation; branch network optimization; and retail sales channel performance enhancement.

Craig Focardi - CEB
Craig Focardi

Principal Executive Advisor, CEB

Focardi is responsible for research and advisory services provided to Retail Banking members globally. He provides guidance and insights to executives on their business and technology challenges, including market trends and investments related to retail banking and lending, outsourcing, analytics and enterprise content management.

Gene Kirby - CE Solutions
Gene Kirby

Managing Partner, CE Solutions Group

Kirby has over 30 years of experience in the industry having served in multiple roles across retail banking, commercial banking, marketing and executive management. Prior to forming his consulting firm, he was President of NewAlliance Bank in New Haven, CT where he was responsible for all lines of business within the company.

Davis Stewart - CE Solutions
Davis Stewart

Managing Partner, CE Solutions Group

Stewart is the founder of Davis Stewart Enterprises Inc; a successful bank consulting firm specializing in payments-based innovation, revenue and cost optimization, which is now part of the CE Solutions Group. He brings over 30 year’s industry experience selling and leading organizational change in the financial services industry.

Alyson Clarke
Alyson Clarke

Principal Analyst, Forrester

Clarke has more than 19 years of financial services industry experience, including senior positions with several of Australia's leading banks and wealth management firms. Her previous roles include director of mass affluent and head of bank and wealth strategic execution for Westpac.  

Lily Harder
Lily Harder

Vice President of Research, Comperemedia

Harder specializes in the financial services industry, researching and presenting on the latest industry trends, competitive intelligence insights, and newsworthy developments. She is also responsible for leading a team of senior industry analysts that produce both custom and syndicated competitive intelligence reports.

Shirley Inscoe
Shirley Inscoe

Senior Analyst, Aite Group

Inscoe brings 30 years of banking experience in enterprise fraud and payments issues. She has served as the chair of the BITS Fraud Reduction Steering Committee and the co-chair of Early Warning Services’ Advisory Committee, and has been a member of ABA’s Deposit Account Fraud and Payment Systems Committees.

Jim Marous
Jim Marous

Owner & Publisher, Digital Banking Report

Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand and the owner and publisher of the Digital Banking Report. Jim advises on customer experience, portfolio growth, innovation, marketing strategies, channel shift, payments and digital transformation within the financial services industry.

Jim McAlpin
Jim McAlpin

Bryan Cave LLP

McAlpin is the leader of Bryan Cave’s Financial Services Client Service Group which represents banks and other financial services entities throughout the United States. It is annually ranked as a national leader in merger and acquisition transactions as well as public and private capital issuances in the financial services industry.He has broad experience in the areas of corporate and business law, is a nationally recognized speaker at financial industry conferences and contributes regularly to publications on bank and corporate governance related topics.

Bill McCrackin
William McCracken

President, Phoenix Synergistics

McCracken is President of Phoenix Synergistics, the leading provider of syndicated consumer and small business marketing research intelligence for the financial services industry. Under his guidance in client relations, business development and strategic direction, the company’s clients are among the top 30 banks, top ten card issuers, and top credit unions in the country. Prior to this position, McCracken most recently served as Chief Financial Officer of Reliance Trust Company, one of the country’s largest independent trust companies.

Robert Meara
Robert Meara

Senior Analyst, Celent

Meara's research focuses on the branch and ATM delivery channels, customer analytics and check and cash payment processing technologies. A well-known authority on remote deposit capture, Meara has led multiple consulting engagements including several proprietary research projects involving financial services hardware, software and the impact of self-service on branch banking.

Joanne Pollitt
Joanne Pollitt

Principal Executive Advisor, CEB

Pollitt is responsible for research and advisory services provided to Commercial Banking members globally.  She provides guidance to executives on their business and technology challenges, and provides insights regarding market trends, and investments related to commercial lending and online and mobile corporate banking.

Dave Robertson
Dave Robertson

Partner & Director, Treasury Strategies, Inc.

Robertson leads the Financial Services practice of Treasury Strategies. The Financial Services practice helps providers improve competitive position, client satisfaction and financial returns. He has led the development of many of the firm’s proprietary methodologies in deposit engineering, pricing strategies and new product development.

Sean Rodriguez
Sean Rodriguez

Faster Payments Strategy Leader, Federal Reserve System

Rodriguez is responsible for leading activities to identify effective approaches for implementing a safe, ubiquitous, faster payments capability in the United States. In addition, Rodriguez chairs the Federal Reserve’s Faster Payments Task Force, comprised of more than 300 payment system stakeholders interested in improving the speed of authorization, clearing, settlement and notification of various types of personal and business payments.

Daniel Simon
Daniel Simon

Regional Sales Manager, Mitek

Simon has been responsible for strategic partner management, as well as business development and sales for Mitek since 2008 and the inception of Mobile Deposit®. He has more than 20 years of experience in financial services, including 12 years working in commercial banking prior to joining Mitek.

Bill Streeter
Bill Streeter

Editor & Publisher, Banking Exchange

Streeter has been a full-time business journalist for 43 years, 37 of them with ABA Banking Journal. He has been an observer of momentous changes in banking, from the introduction of ATMs to the 2008 financial crisis and passage of the Dodd-Frank Act.


SESSION SPEAKERS

Sam Golbach - WAUSAU_
Sam Golbach

Senior Vice President, Solution Management, WAUSAU

Golbach has been with WAUSAU for 18 years and is the Senior Vice President of Solution Management responsible for all the Receivables Management Solutions at WAUSAU. Prior to leading the Integrated Receivables Solution Suite, Golbach was the senior product manager for WAUSAU’s strategic integrated receivables and remote deposit capture products. He currently serves as the Treasurer on the board of directors for the Wisconsin Automated Clearing House, WACHA, a regional ACH payment association focused on industry education on compliance, advisory services and risk management.

Aaron Ogden - WAUSAU
Aaron Ogden

ECM Solution Design Manager, WAUSAU

Ogden joined WAUSAU in 2013 and is responsible for WAUSAU’s Paperless product line profitability and consulting services. With over 13 years of industry experience in Enterprise Content Management, he works with customers in all verticals on evolving their business processes to a paperless environment utilizing WAUSAU’s full suite of Paperless ECM Solutions.

Barry Adcock
Barry Adcock

Presales Consultant, Deluxe Corp.

As a presales consultant, Adcock helps community banks identify and act upon opportunities to improve their net interest margin and the efficiency of their financial reporting processes through Banker’s Dashboard®, a web-enabled performance-management solution that aggregates financial data, provides daily insight, and guides CEO and CFO decisions. Adcock draws upon a deep understanding of financial institutions’ operations gained through almost 25 years’ experience in Controller and CFO roles at The Banker’s Bank, Georgian Bank and NorthSide Bank.

Rod Springhetti
Rod Springhetti

VP of Product Management, Deluxe Corp.

Springhetti is a technology industry executive with over 25 years of experience leading growth and transformation primarily in retail and wholesale banking. As VP of Product Management, he is responsible for developing financial services industry specialization and expertise in strategic planning, business development and technology & operations. Springhetti is frequently called upon as a speaker, thought leader and author in the payments industry.

Robert Newbold - First Republic Bank
Robert Newbold

Robert Newbold, Deposit Capture Product Manager, First Republic Bank

Newbold is the Remote Deposit Capture Product Manager within Cash Management Products and Services for First Republic Bank. He recently joined First Republic Bank having been a Technical Director/ Project Manager for 20 years predominantly at Charles Schwab & Co, Inc.

Patrick Brzezinski - WAUSAU
Patrick Brzezinski

Vice President of Strategic Alliances, WAUSAU

Brzezinski joined WAUSAU Financial Systems in 1999 and currently serves as our vice president of strategic alliances. He is responsible for driving revenue by providing sales support, technical expertise, and strategic support to our certified partner channel. Patrick also develops, enables and supports our additional strategic partners as they take our identified solution sets to the market.

Jennifer Johnson - WAUSAU
Jennifer Johnson

Product Manager, WAUSAU

Johnson started her career with WAUSAU in 1996 as a developer. She has since held various roles including managing the ImageRPS® Custom Development team and roles in Quality Assurance and Solution Assurance. Over the last three years, she has taken on the role as product owner - leading SCRUM teams for the Receivables360 Online™ product.

Lynn Grubb - Deluxe
Lynn Grubb

Managing Director, Deluxe Corp.

Grubb recently joined Deluxe after more than 20 years at American Express. She held various sales and leadership roles where she was responsible for developing new business partnerships with strategic national accounts across multiple industries. Grubb joined American Express LoyaltyEdge in 2011 where she was Head of New Client Partnerships and was instrumental in taking LoyaltyEdge, a white label points based rewards program, from a start up to a profitable business. She was also a member of the original Amex Plenti Team.

Zach Gabelhouse
Zach Gabelhouse

Director, Data Management & Analytics, Deluxe Corp.

Gabelhouse serves as Director of Data Management and Analytics for Deluxe Corporation. Operating within marketing services he uses his analytic background to shape data-driven marketing solutions for financial institutions.

Jodi Garvin - WAUSAU
Jodi Garvin

Outsourcing Services Manager, WAUSAU

Garvin has played key roles in the installation, configuration, training and support of all WAUSAU deposit processing and remote capture solutions. Currently, in her role as Outsourcing Services Manager, she is responsible for defining how the WAUSAU solution set will be offered for use within the outsourcing delivery model. She collaborates closely with solution management to maintain timelines and roadmaps of solutions and enhancements that will impact offerings in the outsourcing environment and works closely with sales and operations to ensure a high level of customer satisfaction.

Crystal Stephens - Comerica
Crystal Stephens

Vice President – Treasury Management Services, Comerica Bank

Stephens is Vice President in product management development overseeing Comerica Bank’s receivables products. She has 20+ years of experience focused on IT and the financial industry involving software development of Treasury Management applications, lead solution architecture addressing all lines of business solutions as well as enterprise payment architecture.

Darren Snodgrass

Senior Manager – Product Management, WAUSAU

Snodgrass joined WAUSAU Financial Systems in 2007 with more than 28 years of experience in the financial services industry. As the Senior Manager of Product Management, he is responsible for both the ImageRPS® and integraPAY® remittance Solutions, and is also responsible for WFS East solutions which include statements and caging (non-for-profit remittance).

John Farrell

Vice President, Colonial Savings, F.A.

With over 30 years of experience, Farrell is a Vice President with Colonial Savings, F.A. and is responsible for customer retention on a $26B mortgage servicing portfolio. He works with the company’s other lending divisions and marketing department to secure new business from existing customers

Tim Sloane2
Tim Sloane

VP – Payments Innovation, Mercator Advisory Group

As the Vice President of Payments Innovation at Mercator Advisory Group, Sloane guides research in the many complex technologies impacting payments including biometrics, identity management, blockchain, tokenization, machine learning and smart cloud technology. He started with Mercator in 2004 as Director of the Debit Advisory Service, created the Prepaid Advisory Service in 2005, became VP of Payments Innovation and established the machine learning platform that is the foundation of Gray Owl Networks, a sister company. Before joining Mercator, he installed the first ATMs in NYC and managed SWIFT systems for several major banks as well as trading systems on the floor of the NYSE.

Kris Levan
Kris Levan

Kris Levan, VP – Marketing and Communications Manager, First Commonwealth Bank

Levan has 20 years’ experience as a growth-oriented marketing leader. She joined First Commonwealth Bank in 2010 and is responsible for strategic marketing plans designed to drive growth and differentiation; and building and managing a team of marketers delivering employee communications, community and media relations, and customer communications.

Faith Owen
Faith Owen

Business Analyst, FirstBank

Owen has more than 19 years of financial service industry experience including both retail and commercial banking. Joining FirstBank in 2006, she has held a variety of positions spanning lending, branch banking and operations. Most recently, in her role as a Business Analyst, she works as part of FirstBank’s Business Services team overseeing process review and development along with strategic project implementations.

Dan Gonzalez
Dan Gonzalez

Vice President – Payment Industry Relations, Federal Reserve Bank of Chicago

Gonzalez has over 25 years’ experience in payments, sales, marketing and management in the financial services industry. He is responsible for collaborating and engaging with the industry to define and prioritize payments system improvements that advance the speed, efficiency and security of payments from end to end. His accounts include the top 25 financial institutions in the country, as well as payment networks and alternative payment providers.

Frank Scheidel
Frank Scheidel

Director of Marketing, Citadel

Scheidel has over 20 years of experience in the financial services industry. Prior to joining Citadel, Frank held various roles at MBNA ranging from recovery and lending to managing national direct response credit and loan acquisition programs. As the Director of Marketing at Citadel, he and his team are responsible for the creation and execution of customer acquisition and cross sell strategies, business intelligence, media and public relations and creative development.

Adrienne Terpak
Adrienne Terpak, CTP

VP, Treasury Management Technical Marketing, TD Bank

Terpak started her career as a corporate treasury practitioner and held senior management positions at Prudential Financial and Sharp Electronics Corporation, with responsibility for Treasury Operations, Accounts Payable and Accounts Receivable. She joined TD Bank in 2013 and currently manages the Corporate and Specialty Banking Segment for Treasury Management Services, directing the growth strategy for large Corporates, Corporate Real Estate, Asset-Based Lending and Dealer Commercial Services.

Dawn Morris - Webster
Dawn Morris

EVP, CMO, Webster Financial Corporation and Webster Bank

Morris joined Webster in 2014 and is responsible for shaping the bank’s differentiation as a values-guided, community-focused bank that delivers exceptional customer service. Her strong background and expertise in community banking and marketing enables growth and deepens consumer and business relationships across markets. Prior to Webster, she was with Citizens Bank in Dedham, Mass., where she served in a variety of roles, including head of customer segment management, product and segment marketing, and business banking product management.

Jaclyn Noel Partin

Marketing & Business Development Assistant, Commercial Bank of Texas

Partin began her career at Commercial Bank in the fall of 2005 as a part-time teller and over the years has gained experience in other areas of the bank including new account representative, mortgage loan assistant, loan officer, branch supervisor, branch manager, virtual banking coordinator, and now her current role as marketing and business development assistant.

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Dr. Charles Stryker

Founder and CEO, Venture Development Center

Dr. Stryker is the nation’s leading expert on the uses of Big Data to support decision making. He advises many of the major information services providers including Acxiom, LexisNexis, TransUnion. In addition, many of the world’s largest brands such as American Express, Cisco, Disney, IBM, Time Inc., look to his firm to insure they are familiar with and using the best elements of Big Data. Previously, Dr. Stryker was a President of InfoGroup, served on the faculty of the Wharton School, and on many boards of information companies both public and private.

John Madrigal
John Madrigal

SVP - Treasury Solutions Sales, Bank Leumi USA

Madrigal has 20 years of broad-based experience in the financial services industry, primarily in senior business management, project management, and strategy roles in corporate and commercial banking. He is responsible for sales and operations team management for client treasury services within Leumi's commercial banking division in the USA. The team provides trade, cash management, and FX services to Leumi clients.

Stefanie Handsman
Stefanie Handsman

Head of Treasury Services Division, Bank Leumi USA

Handsman is the Head of Treasury Services Division at Bank Leumi USA. She is responsible for transaction banking that drives and supports the Commercial Bank. This includes all product management, Trade Finance operations and sales activity.

Eric Berrios
Eric Berrios

Vice President - Client Services, Realm, Inc.

Berrios has been the strategic planner at Realm for 10 years, and recently took on the role as head of client services, focused on the overall client experience. Upon joining Realm, Berrios took over Strategic Planning for business-to-business clients like Novelis, SunTrust, the Georgia Ports Authority and others. Over the past decade, he has been deeply immersed in the financial and logistics market servicing clients like Fiserv, SunTrust, Fleetcor as well as UPS and the Georgia Ports Authority.

Scott Alcorn
Scott Alcorn

Director - Risk Services, Early Warning

Alcorn joined Early Warning in 2012 where he serves as subject matter expert on sophisticated fraud attacks and mitigation, and has developed hundreds of risk algorithms to fortify the ZelleSM payment network against fraud. He also created and developed a comprehensive fraud and risk strategy for the company, which maps each of the UX screens to step-up authentication, and other interdiction to behavioral scenarios and risk algorithms.

Adam Craig
Adam Craig

VP of Product Management, Deluxe Corp.

Craig joined Deluxe in 2012 as Director, Product Management and is responsible for leading product management and strategy for Deluxe Rewards, a loyalty product and service designed to help clients maximize engagement with their customers by providing high-value, unique and meaningful rewards. With more than 17 years of experience spanning consulting and financial services product management, he brings an understanding of how to translate market needs into product features and manage products throughout their lifecycle.

Heath Fountain
Heath Fountain

Chief Executive Officer, Planters First Bank

Fountain is President, CEO and director of Planters First Bank and Planters First Bancorp. He has experience in raising capital, having participated in capital raises of over $60 million from institutional investors, and in significant merger, acquisition and expansion, having led 4 FDIC assisted transactions, one whole bank acquisition, multiple branch acquisitions and many de novo branch expansions.

John Keith
John Keith

Director of Digital Strategies, Deluxe Corp.

Keith has over 10 years of experience working with financial institutions and digital media. His current role with Datamyx, A Deluxe Company is helping financial institutions develop strategies that improve customer acquisitions and cross-sell opportunities within the digital space.

Cindy Lambert
Cindy Lambert

Director of Product Management, Deluxe Corp.

With over twenty years of experience in the financial services industry, Lambert’s background has been focused on solutions that help financial institutions grow, operate more efficiently and mitigate risk. During her career she has held various roles ranging from managing fraud and risk products and leading development of new technology for Deluxe products. She is currently the Director of Product Management of Deluxe Strategic Sourcing, a procurement and inventory management solution.

Jan Kincaid - First Republic Bank
Jan Kincaid

Director of Cash Management, First Republic Bank

Kincaid is Director of Cash Management Products and Services for First Republic Bank. She has spent over 30 years in Commercial and Business banking, including a 26-year stint at Wells Fargo Bank.

Kesna Lawrence
Kesna Lawrence

Chief Data Scientist, Deluxe Corp.

As Chief Data Scientist, Lawrence is responsible for creating breakthrough models and scores for national financial institutions and agencies by applying statistical techniques, leveraging system capabilities, and implementing effective strategies that deliver maximum ROI and improve direct marketing performance. Lawrence joined the Datamyx team in 2004 to develop the next generation technology and analytics that can be leveraged to meet customer needs continues to play a key role in driving product innovation.

Adria Liss
Adria Liss

Strategic Sales Executive, Deluxe Corp.

Liss is a strategic sales executive at Datamyx and has worked in the banking and credit union space since 2004 helping top 100 organizations develop successful data driven marketing campaigns for retention, cross-sell and new customer acquisition. She works strategically with all business units in the banks and credit unions helping them gain more product revenue.

Drew McMonigle - NBH Bank
Drew McMonigle

Vice President – Product Development and Marketing, NBH Bank

McMonigle has over a dozen years of experience in the financial services industry where he’s successfully championed the use of data analytics, technology, and voice-of-the-customer feedback to deliver profitable, relevant, and timely products and services to consumers. As the Head of Product Development and Product Marketing at NBH Bank, he and his team are responsible for the creation and execution of an omni-channel client acquisition strategy, sales enablement tools, targeted marketing campaigns, and evolution of the digital client experience.

Will Sansbury
Will Sansbury

UX Director, Deluxe Corp.

Sansbury joined Deluxe to establish a new User Experience practice in the Financial Services segment. Before Deluxe, he spent 18 years designing for and leading product groups at companies in nonprofit management, medical, marketing automation, and information technology. Sansbury also actively participates in advancing the field of user experience by organizing and speaking at international, national, and regional conferences.  

Rich Walker
Rich Walker

Senior VP of Verticals, Deluxe Corp.

Walker manages Datamyx’s marketing functions, as well as leads the company’s Prescreen Advisory Services, aimed at helping clients navigate the complex compliance and regulatory environment. He has extensive experience leading marketing operations, marketing strategy, data analytics and model deployment, and channel execution and process engineering.

Joe Pitzo

VP Solution Management, WAUSAU

Pitzo joined WAUSAU in 2002 and is responsible for WAUSAU’s mobile capture and Paperless (Enterprise Content Management) solution lines, which include distributed capture, archive, reporting and analytics, and business process management solutions. He has served as the vice president of remote capture and paperless solutions, enterprise content management (ECM) solution manager, and business analyst. Heis the primary inventor of WAUSAU’s e-CaptureXpress solution which was awarded a patent in 2016 for distributed electronic capture capabilities.

Matthew Dowds

Outsourcing Product Manager, WAUSAU

Dowds has been with WAUSAU for 18 years serving in a number of roles and departments, including Professional Services, Education Services, Customer Care and Product Management. He is currently the Outsourcing Product Manager.

Todd Weiss
Todd Weiss

Director of Product Management, Deluxe Corp.

Weiss joined Deluxe in 2014 as Director, Product Management and is responsible for leading product management and strategy for SwitchAgent, a digital account switching solution for banks and credit unions to help them onboard and engage their new account holders. He brings 17 years of project management and product management experience in consulting, government, and financial service organizations.