Meet The Advisors
Founder and Principal
Bob has more than 20 years of experience in executive marketing and product strategy roles for companies that provide software for compliance, legal services, risk management and data analysis. He now focuses on developing and implementing new marketing programs for organizations in transition due to growth, investment or M & A.
Vice President, Marketing & Communications
Vantage West Credit Union
Andrew is passionate about uncovering insights into the minds of consumers and the world of credit unions. And, as vice president of marketing and communications for Vantage West Credit Union, he works with leading researchers, credit unions, and other organizations to spark understanding and positive change through these revelations.
Chief Technology Officer,
First Tech Federal Credit Union
Mike drives the on-going development and effectiveness of First Tech's integrated multi-channel digital initiatives. Mike establishes the technology vision along with business strategy by leadership of digital member experience, marketing efficiency and digital sales and servicing.
President & CEO
Genisys Credit Union
As the former CIO for Genisys Credit Union, Jackie remains passionate about technology and how it can be used as an enabler to grow her credit union and our industry. Jackie is the Vice Chair of CU Solutions Group, serves on the CUNA CEO Council Executive Committee, and also serves on various other credit union advisory boards and industry committees.
Chief Product & Growth Officer
Alok is an execution focused, proven entrepreneurial SaaS/Cloud leader with global experience in creating new SaaS businesses and successfully transforming on-premise enterprise software businesses to API-centric cloud-native scalable SaaS platforms.
Meet The Team
Founder and President, CULytics
Naveen is a Credit union leader experienced in actionable strategic planning, data analytics, marketing, and innovation that deliver immediate ROI at multi-billion dollar institutions.