Meet The Advisors

Greg Mitchell

First Tech Federal Credit Union

Greg carries more than 30 years of community banking and financial institution experience. He is deeply passionate about making a material difference in the lives of others through community engagement.

Andrew Downin

Managing Director, Research

Andrew is passionate about uncovering insights into the minds of consumers and the world of credit unions. And, as managing director of research for Filene Research Institute, he works with leading researchers, credit unions, and other organizations to spark understanding and positive change through these revelations.

John Janclaes

Partners Federal Credit Union

John has over 25 years of financial services experience spanning retail banking, brokerage, and insurance. He is an advocate for the credit union movement who is called on regularly to speak at industry events and act as an advisory capacity to NAFCU, CUNA, and Filene research institute.

Mike Upton

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.

Shazia Manus

Chief Product and Strategy Officer
CO-OP Financial Services

Shazia is Chief Product and Strategy Officer at CO-OP Financial Services, driving product strategy designed to deliver a personalized, unified and secure member experience. She is also an active participant of various credit union key legislative advocacy campaigns.

Meet The Team

Naveen Jain

Founder and President

VP Digital Analytics at First Tech Fed Credit Union

Dale Davaz

Community Chair

R&D Strategist at STCU

Hemanth Gangaram

Community Chair

Sr. Manager, Product Owner, BI Digital Analytics & Data Governance at First Tech Federal Credit Union

Greg Nolder

Community Chair

VP Applied Analytics at Denali Alaskan Federal Credit Union

Medhavi Singhla

Community Chair

Community Manager,