Our team of trusted advisors combines industry experience with forward-thinking solutions to help banks and credit unions navigate challenges and seize opportunities.
See Yourself in Our People
Our team brings a unique blend of experience from both vendor operations and financial institutions. They possess profound insight into negotiation strategies, system functionalities, and internal processes. They’ve been in your position at banks and credit unions and know your challenges, needs, and goals.
Executive Team
Jennifer Addabbo
Co-Founder and CEO
Andres Pasantes
President & Chief Operations Officer
Charisa Lin
Chief Financial Officer
Damon Sipe
Chief Technology Officer
Robyn Lopez
SVP, Operations & Marketing
Amy Martel
SVP, Consulting Services
Anne Miela
VP, Implementations
Courtnay Sanderfer
VP, Human Resources
Thought Leadership
Fabio Biasella
Director, Strategic Services
Fabio Biasella
Director, Strategic Services
Fabio is renowned as an industry thought leader and codifier of best practices in retail banking, for community banks and credit unions. As Director of Strategic Services, Fabio drives the development of plans and innovative solutions that maximize strategic value to banks and credit unions. He is a frequent keynote speaker and presenter at industry workshops and national conferences, and an expert on a range of topics including strategic planning, marketing, data and analytics, business development, and digital banking. Fabio brings over 35 years of experience in retail banking, C-suite experience as a CMO, expertise in strategic planning and financial analysis, and facilitation skills. In his free time, he enjoys cooking, gardening, golfing, and winemaking. He resides in Alabama with his family.
Virginia Heyburn
Director, Research, Insights & Advocacy
Joe Dugan
Strategic Advisor
Client Experience
Jackie Gerloski
Director, Contract Negotiation & Administration
Traci Carpenter
Director, Consulting Services
Ben Woods
Director, Vendor & Partner Relations
Jeff Ballenberg
Strategic Consultant
Ryan Beilman
Strategic Consultant
Deana Black
Strategic Consultant
Megan Cummins
Strategic Consultant
Kara Day
Strategic Consultant
Ava Farrell
Senior Strategic Consultant
Sara Fenner
Strategic Consultant
Dr. Arthur Harper
Strategic Consultant, Payments
Sharon Howland
Strategic Consultant
Cindy LaFave
Strategic Consultant
Nicole Malcolm
Strategic Consultant
Stacey McClure
Strategic Consultant
Joel Morehouse
Strategic Consultant
Liz Ouellette
Strategic Consultant
Bob Reggiannini
Strategic Consultant
Greg Rodier
Strategic Consultant
Terri Saulter
Strategic Consultant
Brad Scholl
Strategic Consultant
Penny Schultz
Consultant, Conversion Services
Terri Spencer
Strategic Consultant, Training & Contact Center Services
Kody Tuupo
Strategic Consultant
Program Management
Jacy Mosser
Manager, Program Services
Jacy Mosser
Manager, Program Services
As Manager of Program Services, Jacy assists banks and credit unions throughout the selection process, ensuring their goals are met and aligned with strategic priorities. Jacy began her career with credit unions in a variety of roles including lending, accounting, and management. She then worked for Fiserv, assisting credit unions with their core systems. Jacy enjoys spending time with her nieces and nephews, reading, and cheering on the Chicago Bears. She lives in Illinois.
Ashley Beck
Program Manager
Ashley Beck
Program Manager
As Program Manager, Ashley leads Engage fi clients through system evaluation and renewal projects, guiding them with expert insights and tailored solutions. Ashley brings over 20 years of experience in financial services, specializing in large-scale projects such as system conversions, implementations, and mergers. Outside of work, Ashley can be found in the bleachers at wrestling meets and football games, as well as spending quality time with her family and friends. She resides in southwest Michigan with her husband and two teenage sons.
Tiffany Costa
Program Manager
Tiffany Costa
Program Manager
As Program Manager, Tiffany helps banks and credit unions successfully achieve their strategic goals. Tiffany brings 20 years of experience in day-to-day operations and process improvements at a credit union where she led digital banking, deposit services, and strategic partnerships including the core. Outside of work, she enjoys walking, reading, painting, spoiling her dog, and travel. She lives in Rhode Island with her husband, two adult children, and rescue dog.
Lori Freda
Program Manager
Lori Freda
Program Manager
As Program Manager, Lori leverages her experience, skills and expertise to lead projects, supporting financial institutions in achieving their goals while delivering exceptional service. She brings over 25 years of experience in the banking/fintech industry, having previously managed projects of all sizes, including mergers, core conversions, brand transitions, migrations, and network additions or decommissions. When she isn’tworking she enjoys spending time with family, exploring new restaurants, volunteering, and embracing her passion for hockey by cheering on the Pittsburgh Penguins. She resides in Pennsylvania with her fiancée and two beloved rescue dogs.
Doug Lokrantz
Program Manager
Doug Lokrantz
Program Manager
As Program Manager, Doug leads Engage FI clients through system evaluation and renewal projects, guiding them with expert insights and tailored solutions, and ensuring their goals are met and aligned with strategic priorities. He has over 20 years of experience in the financial services industry, specializing in strategic program management, project management, emerging payments, product development, and innovation. In his free time, Doug enjoys golf, snowmobiling, and spending quality time with friends and family. He lives in Central Wisconsin and has three adult children (twin boys and a girl).
Rachel Peterson
Program Manager
Rachel Peterson
Program Manager
As Program Manager, Rachel guides projects, team members, and clients through their strategic initiatives. She brings over 20 years of experience in the financial industry. Prior to joining Engage fi, Rachel worked at credit unions focusing on deposits, loans, marketing, training and development, and project management. When not working, she enjoys the outdoors, live music/theatre, and spending time with family and friends. She lives in Wisconsin with her husband and two young sons.
Jamie Reid
Project Coordinator
Jamie Reid
Project Coordinator
In her role as Project Coordinator, Jamie collaborates closely with the Engage fi team and clients to ensure timely and successful delivery of projects. Jamie also contributes to marketing efforts in creative design and video editing. She is a graduate of the W.P. Carey School of Business at Arizona State University and worked in marketing in the financial services industry prior to joining Engage fi. Jamie enjoys the outdoors, exploring new restaurants and traveling with friends and family. She lives in Arizona.
Nick Seier
Application Support Analyst
Nick Seier
Application Support Analyst
As Application Support Analyst, Nick provides support to the sales, project management, and operations teams. Nick, equipped with his CAPM certification, gives key insight into creating efficient tools and processes for projects. Outside of work, Nick loves learning new things and you can find him at the nearest arcade. He lives in Florida with his wife.
Strategic Advisors
Sukhi Bahal
Director, Strategic Advisor
Sukhi Bahal
Director, Strategic Advisor
As Director of Relationship Management, Sukhi manages the team of Relationship Managers while building strong relationships with our clients. He has 20+ years of experience in financial services focusing on sales and strategy. Prior to joining Engage fi, Sukhi worked for StrategyCorps, Allied Solutions, Alloya, and Salem Five Bank. When not working, he enjoys being with his children, playing catch, traveling, and the beach. He lives with his wife and children in Massachusetts.
Emily Harrington
Strategic Advisor
Emily Harrington
Strategic Advisor
As Area VP, Strategic Consulting, Emily drives new client partnerships, regional marketing, and consulting projects for Engage fi clients. She has nearly 20 years of experience in consulting, banking, and relationship management. Prior to joining Engage fi she worked for Narmi, Advantage by JMFA, StrategyCorps, and Summit State Bank. Emily enjoys the outdoors, camping, live music, and is an avid Bay Area sports fan. She lives in northern California with her two sons.
Kellie Lowder
Strategic Advisor
Kellie Lowder
Strategic Advisor
In her role as Area VP, Strategic Consulting, Kellie collaborates with credit unions to implement comprehensive strategies encompassing core and digital banking, payments, mergers and acquisitions, and integrated communications. Prior to joining Engage fi, Kellie managed her own consulting firm and worked for SWBC. Kellie is active in her local Rotary Club and supports her alma mater, the Texas Longhorns. She resides in Texas with her husband and two rescue dogs.
Brian Nopenz
Strategic Advisor
Brian Nopenz
Strategic Advisor
As Area Vice President of Strategic Consulting, Brian partners with clients on their strategic initiatives, building strong, long-lasting relationships along the way.Hebrings over 30 years of experience in technology and the fintech industry, workingalongside banks and credit unions. His most recent position was at FIS where he specialized in core banking, payments, commercial treasury, and ancillary services. In his free time, Brian enjoys spending time with his wife, playing golf, traveling, cooking, listening to music, and drinking good wine. He lives in Florida.
Brian Sprague
Strategic Advisor
Brian Sprague
Strategic Advisor
As Area Vice President of Strategic Consulting, Brian Sprague helps financial institutions optimize technology strategies, improve profitability, and reduce costs. With over 25 years of experience, including roles at Fiserv and OSI/BISYS, he specializes in core systems, digital banking, and payment solutions. Brian splits his time between New Hampshire and Florida, enjoying skiing, golf, traveling, and time with his wife and three children.
Tim Wilkinson
Strategic Advisor
Tim Wilkinson
Strategic Advisor
Tim brings over 30 years of experience in financial services to Engage fi as he guides credit unions and banks in evaluating and selecting vendors based on their strategic goals. His experience includes selling complex payments, core, digital and ancillary services to financial institutions throughout the U.S., Canada, and Puerto Rico. Tim enjoys traveling, live music, golf, grilling, and running ultramarathon trails.
Ana Stock
Strategic Advisor
Ana Stock
Strategic Advisor
As Director, Relationship Management, Ana works hands-on with banks and credit unions guiding them through establishing a strategy to manage their various agreements including renewals, evaluations, and re-negotiations. Prior to joining Engage fi, Ana worked for Velera (PSCU) in several areas including the conversions team and for Grow Financial FCU as the cards, ATM and bill pay leader, in project management and product ownership. When not working, Ana spends her time volunteering with her daughter’s Girl Scout Troop and traveling within the US and internationally, with a goal to visit as much of the world as possible. Ana lives in Florida.
Liz Winkler
Strategic Advisor
Liz Winkler
Strategic Advisor
As Area Vice President of Strategic Consulting, Liz specializes in building strong client relationships that deliver measurable results. With over 20 years of experience in the financial services industry, Liz has worked alongside hundreds of banks and credit unions during her time at FIS, Alkami Technology, and Lumin Digital. When she isn’t working, Liz enjoys pickleball, cooking, and attending her kids’ sporting events. She resides in Texas with her husband, daughter, and son.
Sales Operations
Sheila Wilson
Senior Sales Operations Specialist
Sheila Wilson
Senior Sales Operations Specialist
As Senior Sales Operations Specialist, Sheila manages operations projects, while implementing processes, procedures, KPIs, and supporting tools. She brings over 25 years of experience to Engage fi, having worked previously for a credit union and vendor. She is also Lean Six Sigma Green Belt certified. In her free time, Sheila enjoys spending time with family and friends, watching her son play sports, and traveling. She resides in Texas.
Stacy Richards
Sales Operations Specialist
Stacy Richards
Sales Operations Specialist
Stacy brings over 25 years of financial services experience to Engage fi as she helps the team and our clients by providing administrative and logistical support to the sales team including drafting Proposals, Statements of Work, and Master Service Agreements. She previously worked for Fiserv for nearly two decades serving in roles in client service, marketing, project management and portfolio management. In her spare time, she enjoys visiting family and friends, the outdoors, and shopping for vintage items. She lives in Michigan.
Brandon Carter
Sales Enablement Specialist
Brandon Carter
Sales Enablement Specialist
As Sales Enablement Specialist, Brandon specializes in business intelligence and is the connective tissue between sales, operations, and marketing. Prior to joining Engage fi, Brandon worked as a private jet consultant where he was responsible for contract negotiation and advising clients on the complexities of international aircraft transactions. When not working, he enjoys strategy games, Dungeons and Dragons, and homesteading. He lives in Missouri with his wife and children.
Marketing
Shannon Crandall
Director, Marketing
Shannon Crandall
Director, Marketing
As Director of Marketing, Shannon leads all strategic marketing initiatives for Engage fi, focusing on both push and pull marketing tactics and building demand-gen and lead-gen campaigns. Prior to joining Engage fi, Shannon worked in marketing for the financial services, technology, and sports industries. Outside of work, she enjoys coaching her sons in baseball, reading, and travel. Shannon resides in Arizona with her husband and two sons.
Kristina Wendell
Digital Media Strategist
Kristina Wendell
Digital Media Strategist
As Digital Media Strategist, Kristina is responsible for executing, managing, and monitoring outcomes affiliated with digital marketing strategies. She brings over 15 years of experience in marketing in the financial services industry for both credit unions and vendors. Outside of work she enjoys spending time with family and friends, cycling, reading, and DIY projects. She lives in Connecticut with her husband and two sons.
Ashlyn Sellnow
Marketing & Events Coordinator
Ashlyn Sellnow
Marketing & Events Coordinator
As Marketing and Events Coordinator, Ashlyn oversees more than 70 industry events annually while also contributing to marketing initiatives. Ashlyn is a graduate of the University of Central Florida and previously worked for a nonprofit and agency planning fundraisers, industry conferences, and large-scale sporting events. When she isn’t working, she enjoys trying new restaurants, work-out classes, traveling, the beach, boating, and spending time with family and friends. She lives in Florida.
Human Resources
Gaia Miller
Executive Assistant
Gaia Miller
Executive Assistant
As Executive Assistant, Gaia helps leaders and the HR department, plans and organizes team meetings, and manages many administrative tasks. Prior to joining Engage fi, she worked in the insurance industry as an adjuster, evaluating and studying complicated claims, teaching adjusters and corporate staff, and communicating to people who were insured, contractors, vendors, and lawyers. She lives in Florida.
Accounting
Justine Bennett
Accounting Manager
Justine Bennett
Accounting Manager
With 20 years of experience in office management, Justine provides critical support to the Engage fi team with all their accounting needs. She has a background in real estate loan servicing, accounting, marketing, and project management. Outside of work, Justine and her husband enjoy volunteering and attending sporting events and other functions involving their two daughters. She resides in Florida.
Rodd Johnson
Senior Financial Analyst
Rodd Johnson
Senior Financial Analyst
As Senior Financial Analyst, Rodd supports Engage fi’s leadership team with actionable data and reports. He has over 10 years of experience in corporate finance and accounting and was most recently an Accounting Manager at a digital media company. In his spare time, he enjoys playing strategy and sim games.
Debbie Survant
Accounting Specialist
Debbie Survant
Accounting Specialist
As Accounting Specialist, Debbie works closely with the Consulting and Sales Ops teams to ensure timely and accurate invoicing for our clients. She also manages accounts payables and receivables for the company. Debbie brings over 15 years of experience in accounting, office administration, and employee relations to the team. Outside of work she likes to spend time with her family and friends, loves playing board games, reading, and watching true crime shows and HGTV. Debbie lives in Florida with her husband.
Technology
Will Berry
Systems Administrator
Will Berry
Systems Administrator
As Systems Administrator, Will is responsible for supporting day-to-day operations as well as the implementation of projects and new technologies for Engage fi. He has over a decade of experience in IT ranging from end user support to Cloud Architecture and management. In his spare time, Will enjoys cooking, tabletop games, reading, and 3D printing and designs. He resides in Florida.
Allison Draughn
Senior Business & Quality Assurance Analyst
Allison Draughn
Senior Business & Quality Assurance Analyst
Allison contributes to driving the development and delivery of EFI products while ensuring alignment with stakeholder priorities and business goals. Additionally, Allison collaborates closely with development teams, product managers, and application users to refine and prioritize backlogs, define clear requirements, and deliver solutions that meet market and user needs. Allison has a background in International Business and spent eight years as a Lead Business and Quality Analyst for a medical technology company. In her spare time, she loves being outdoors, hiking, playing tennis, and reading lots of good books. Allison lives in Missouri with her husband, daughter, and son.
Janice French
Business Analyst, Product Design & Implementation
Janice French
Business Analyst, Product Design & Implementation
As Business Analyst, Product Design & Implementation, Janice focuses on operational effectiveness, product design, and implementations. She brings over 20 years of experience in product management, technical consulting, and implementation management. Most recently she worked in product and professional services at a core processing company. When Janice isn’t working, she enjoys spending time with family and friends, attending concerts, experimentingwith recipes, walking her dogs and gardening. She resides in Oregon with her family.
Ryan Georgeson
Data Analyst
Ryan Georgeson
Data Analyst
As Data Analyst at Engage fi, Ryan focuses on data storage, integration, cleansing, and transformation. He also collaborates with BI developers to ensure the availability of clean, usable data. He has over 10 years of experience in technology, having previously worked on SQL based audit packages and reports. He has an MBA in Business Intelligence. Outside of work, Ryan enjoys spending time with his family, homebrewing, disc golf, hiking, and camping. He lives in Minnesota.
Tonia Houghton
Technology & Data Specialist
Tonia Houghton
Technology & Data Specialist
With over 25 years of experience in financial services and fintech, Tonia’s evolved focus at Engage fi is to develop data process strategies with a focus on quality and process improvement. Prior to joining Engage fi, she held several positions at a credit union and Fiserv. Tonia is also a Lean Six Sigma Green Belt and certified Generative AI Expert with a focus in prompt engineering. In her spare time, she likes to spend time with her husband, and volunteer for local non-profits that are working to end homelessness and hunger in her local area. Tonia resides in New York.
Pam Malingowski
Data Analyst
Pam Malingowski
Data Analyst
As a Data Analyst, Pam contributes to various aspects of data analysis and system administration for EFI's suite of products. Additionally, she plays a key role in supporting consultants by addressing client pricing needs with precision and expertise. Pam brings over 25 years of experience to the Product team at Engage fi. Outside of work, she enjoys traveling, reading, painting, crafting, and creating lasting memories with her family and friends. She lives in Port St. Lucie, Florida.
Evan Markley
Senior Product Manager
Evan Markley
Senior Product Manager
In his role as Senior Product Manager, Evan works in many different areas of pricing and data analytics, helping bring new ideas and findings to the organization and our clients. Evan also oversees the product and data teams. Prior to Engage fi, Evan worked on the Data Science team as an Analytics Developer after receiving his Master of Science in Business Analytics from William & Mary. Outside of work, he enjoys spending time with his wife and two dogs.
Terhi Roach
Analyst, Consulting Services
Terhi Roach
Analyst, Consulting Services
As a key contributor, Terhi is heavily involved in developing and enhancing Engage fi's 360fi Workflow tool, building business requirements, and collaborating with clients to identify use cases that drive operational efficiencies. Terhi brings over 25 years of expertise in financial services to support Engage fi clients with strategic insights and tailored solutions, drawing on her experience with a community bank, Fiserv, and SunStreet Business Services. Outside of work, she enjoys traveling, attending all New England sporting events, cycling, reading, and spending time with family and friends. She lives in Massachusetts.
Tyler Ruark
.NET Full Stack Developer
Tyler Ruark
.NET Full Stack Developer
As .NET Full Stack Developer, Tyler builds both internal and external applications, as well as supporting services and features. He has a background in the financial services industry, having worked extensively with the .NET ecosystem to develop web applications. Outside of work, Tyler enjoys staying active in Chicago by playing tennis, biking, running, attending concerts, spending time with friends, and exploring the city. Tyler resides in Illinois.
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