The people accountable for the work.
Three co-founders, each leading the discipline they have spent a career inside.
Brian has spent more than three decades building, leading and transforming large organizations, including more than 25 years at Fiserv, more than 15 of them in Senior Vice President roles.
He has led organizations consisting of thousands of associates, managed operating responsibilities and budgets measured in the hundreds of millions of dollars and overseen the implementation and delivery of complex technology and services across thousands of financial institutions.
His experience spans enterprise operations, executive leadership, client delivery, transformation and execution at scale. He has also advised CEOs, CFOs, COOs and senior leadership teams on operating performance, organizational effectiveness and execution.
Brian's focus is turning strategy and technology into operating models that organizations can actually implement, manage and sustain.
What he brings to the team: enterprise operating judgment to determine what will work at scale, combined with the leadership experience to turn strategy into execution.
Jeff has spent decades helping organizations understand their customers, competitors and markets across financial services, technology and a broad range of consumer and commercial businesses. He built the first competitive intelligence organization at TD Ameritrade and has led client success, competitive intelligence and market-facing functions throughout his career.
His experience connects customer insight, competitive intelligence and external market signals with the decisions businesses need to make about growth, positioning, client experience and strategy.
What he brings to the team: the discipline to turn information into intelligence and intelligence into better business decisions.
Wes is an experienced executive, entrepreneur and technology leader with a career spanning company leadership, product strategy, financial technology, architecture and security. As CEO of Finigree, he led a fintech business at the intersection of strategy, technology, clients and operations.
His experience includes building and leading companies, developing technology platforms, shaping product strategy and working within complex and regulated industries including financial services, capital markets, banking, real estate and fintech.
Wes is also the architect of the technology platform behind Roadies, including its security, governance and client-data protections.
What he brings to the team: the executive and technical judgment to turn emerging technology into products and businesses that are practical, secure, scalable and commercially relevant.