Meet Our Bank and Credit Union Experts

Crissandra brings over 20 years of experience in the financial industry as Area VP, Strategic Consulting at Engage fi. Using her expertise in sales, problem-solving, and her vast payments knowledge, as well as consulting and client relation prowess, Crissandra is primed to drive the generation of new and ongoing sales on the West Coast.

Prior to joining Engage fi, Crissandra held leadership roles with JMFA, PSCU, and Northwest Credit Union Association.

Crissandra lives with her husband in Lake Tapps, Washington, and has a Master’s Degree in Organizational Management from the University of Phoenix.

As an area VP, Strategic Consulting, Emily drives new client partnerships, regional marketing and consulting projects for EngageFI’s clients.

Emily brings nearly 20 years of experience in consulting, banking and relationship management to EngageFI. Prior to her role here, she served as the Director of Growth for Narmi’s digital banking platform. She also has spent many years working with financial institutions on the West Coast for consulting firms, JMFA and StrategyCorps, partnering on strategies to increase engagement and non-interest income. She has also served as a VP, Business Relationship Manager for Summit State Bank & American River Bank in Santa Rosa, California and was responsible for sourcing quality credit opportunities, as well as managing the growth of the bank’s loan and deposit portfolio. 

She is a graduate of the University of California Santa Barbara, where she received her BA in history. She lives in Northern California with her two sons and enjoys the outdoors, camping, live music and is an avid Bay Area sports fan.  

Dan has been working with financial institutions for over 24 years. He joined Engage fi as an Area VP, Strategic Consulting to help FI’s optimize their technology strategy, grow more profitably, and reduce expenses. Prior to joining Engage fi, he worked at Fiserv for 6 years, working with Banks and Credit Unions to maximize and enhance all their core banking systems (including DNA). Additionally, he worked for 18 years at BECU where he led a group of technologists and core business analysts responsible for all core financial solutions.

Dan lives in Flower Mound, TX, and in his spare time, he enjoys golfing, working out, and spending time with his wife Erika, and their 5 children.

Kellie is a seasoned professional with over 30 years of experience in the financial services industry, specializing in helping financial institutions achieve their strategic objectives. In her current role, she 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 demonstrated her entrepreneurial spirit by successfully establishing and managing her own consulting firm for four years. The majority of her pre-consulting career was spent at SWBC, where she held the position of Senior Vice President of Sales, overseeing a sales organization and fostering key client relationships nationwide. 

Kellie has made significant contributions to the industry through: Speaking engagements at various industry events, active participation in the World Council of Credit Unions' Global Women's Leadership Network, and previous service as Chairwoman of the CUES Supplier Board

Kellie resides in Fort Worth, where she actively participates in the local Rotary Club, supports her alma mater, the Texas Longhorns, and enjoys quality time with her husband and their two rescue dogs.

With over 25 years working with community and regional financial institutions, John is an evangelist for the value of community banks and credit unions. Consumers and small businesses love working with bankers that understand them and the markets they serve. John understands the value of local banking and the importance of keeping up to date with technology solutions to drive efficiency and connect with consumers.

In his role at Engage fi, John works with financial institutions throughout the mid-west to develop solutions to manage expenses and drive non-interest income.

When he is not working, John enjoys family time and coaching his daughter’s sports teams.

Brian has worked with northeast financial institutions for over 25 years. He joined Engage fi as an Area VP, Strategic Consulting to help Financial Insitutions optimize their technology strategy, grow more profitably and reduce expenses.

Before joining Engage fi, he worked at Fiserv for 12 years in new business development representing all their bank core processing systems (including DNA). He also focused on accounting, reconciliation, budgeting, and profitability system sales for over a year. Additionally, he worked at OSI/BISYS for 11 years in new business development for the DNA core system during its infancy.

Brian lives in New Hampshire with his wife and 3 children. He enjoys skiing and golf and is a diehard Patriots fan.

Ana is a Director of Relationship Management, and she works hands-on with banks and credit unions guiding them through Renewals, Evaluations, and Re-negotiations in Credit/Debit, Online Banking, Brand, Core, Rewards/Loyalty, and Startups.

Her credit union journey began in 1999 as a Bi-Lingual Contact Center Representative at PSCU and later progressed into product development and project management. In 2008, she moved to Grow Financial, where she spent over seven years in project management and product ownership across Credit, Debit, ATM, Online Banking, Symitar Core, Bill Pay, and Lending.

At Engage fi, Ana focuses on the continual improvement of our processes and content to streamline how we deliver value. She values building strong relationships and maintaining a good rapport with clients and vendors to ensure everyone’s satisfaction.

Sheila's main job at Engage fi is to manage projects and quality that help the Operational Business Transformation. She is also the main resource for implementing processes, procedures, KPIs, and supporting tools.  Sheila brings over 25 years of experience from within the Credit Union and FinTech worlds.

Before joining Engage fi, Sheila worked at a credit union and a vendor. She recently worked on a team that manages Credit Union Solutions Portfolio Management.  She is Lean Six Sigma Green Belt Certified.

Sheila lives near Dallas, Texas.  In her free time, she enjoys spending time with family and friends, watching her son play sports, traveling, and running.

Stacy brings over 25 years of banking and credit union experience to Engage fi.  With an almost 20-year span at Fiserv, she held many positions from Client Service, Marketing, Project Implementation, and Portfolio Management.

At Engage fi, Stacy helps the team and our clients as a Sales Operation Specialist.  She’s excited to bring her years of expertise to the team in any way she can.

Stacy lives in a small farming community located in Southeast Lower Michigan.  In her spare time, she enjoys heading up north to visit family and friends, spending time outdoors, and shopping for vintage items.

Brandon is a Business Development Executive at Engage fi specializing in research and strategic development.  Drawing on his background in client relations, data analytics, and consulting, he supports our sales team and our clients in achieving their goals.

Brandon lives near Kansas City, Missouri, with his wife and children. He enjoys playing strategy games, Dungeons and Dragons, pottery, woodworking, and traveling in his free time.

Shannon is a results-driven marketing professional with experience in the sports, technology, and financial services industries. Shannon is a strategic thinker who emphasizes both push and pull marketing to support demand-gen and lead-gen campaigns. She holds an MBA in financial planning and a Master's degree in Curriculum Design in Education.

Shannon resides in Phoenix, AZ with her husband and two boys. 

Kristina brings over 15 years of experience in the financial services industry. As Digital Marketing Strategist, Kristina is responsible for executing, managing, and monitoring outcomes affiliated with digital marketing strategies, market research, competitor analysis and streamlining department processes. 

Prior to joining Engage fi, Kristina held several positions in marketing at both credit unions and a credit union vendor. 

Kristina lives in Connecticut with her two young sons, husband, Goldendoodle and cat. Outside of work she enjoys spending time with family and friends, cycling on her Peloton, reading, and any type of DIY project. 

Kaylah has had an incredible journey with Engage fi, interning for two years while studying at the University of Kentucky. During her internship, Kaylah explored various aspects of the company like marketing, sales, and HR. After graduating, she joined as a full-time HR Generalist, contributing to recruiting, onboarding, benefits, and charitable initiatives.

Beyond work, Kaylah loves traveling, trying new foods, fashion, and spending quality time with family.

Gaia is Engage fi's Executive Assistant. She helps our leaders and HR department, plans and organizes team meetings, and manages many administrative tasks.

Before joining Engage fi, Gaia worked in the insurance industry as an adjuster. She did some of her job duties like evaluating and studying complicated claims, teaching adjusters and corporate staff, and talking to people who were insured, contractors, vendors, and lawyers.

Gaia graduated from Florida State University with a B.S. in Management Information Systems and Real Estate.

As the Accounting Manager, Justine provides critical support to our nationwide team from our Tampa, FL corporate headquarters. She has over 20 years of experience in managing offices and helping with paperwork. She also has a strong background in real estate loan servicing, accounting, marketing, and project management. Her diverse experience has prepared her for the fast-paced, project-specific needs of Engage fi.

Outside of work, Justine and her husband enjoy volunteering and attending sporting events and other functions involving their two daughters.

Rodd is a Senior Financial Analyst at Engage fi. He has over ten years of experience in corporate finance and accounting and was most recently an Accounting Manager at a digital media company. Using his analytical skills and passion for numbers, Rodd supports the company’s leadership team with actionable data and reports.

In his spare time, He enjoys playing strategy and sim games.

Will has worked in the IT field for over seven years, starting at an IT help desk. From there, his focus grew to developing cloud solutions as well as process automation. Will is the IT Integration Specialist at Engage fi. He works every day to help operations and implement new projects that focus on efficiency and productivity within the organization.

In his spare time, Will enjoys playing music, playing Dungeons and Dragons, and working with his 3D printer on custom designs.

With a background in International Business, Allison spent the past eight years as a BA/QA for a medical technology company.

Allison lives in Kansas City, Missouri with her husband and their kids – a three-year-old boy (Walker) and a nine-month-old baby girl (Mara). When not working or busy with very active kiddos, Allison loves being outdoors, hiking, playing tennis, and reading.

Having worked with data quality for eight years, Ryan’s experience in technology started with data cleansing projects that led to his interest in learning SQL to build audit packages and design reports. With a B.S. in Finance and an MBA specializing in Business Intelligence, Ryan’s educational background provides knowledge of the financial world and provides a good mix of both technology and financial experience for his role as a Data Analyst focusing on pricing models with Engage fi.

Outside of work, Ryan enjoys spending time with his family, homebrewing, disc golf, hiking, and camping.

Tonia’s primary focus at Engage fi is to develop project and process strategies with a focus on quality and process improvement.  Tonia brings 26 years of expertise as a leader within the bank, credit union, and Fintech worlds.

Before joining Engage fi,  Tonia held several positions at both a credit union and at Fiserv.  Most recently she worked as the Quality and Process Manager for Fiserv.  She is a Lean Six Sigma Green Belt and is a leader in quality service standards, process standardization and improvement, and accountability standards. Her career has allowed her the opportunity to work with over 300 credit unions in many areas including project management, process improvement, strategy, and, most recently, internal process/strategy development within the FinTech space.

When Tonia is not at work, she likes to spend time with her husband Paul, and volunteer for local non-profits that are working to end homelessness and hunger in her local area.

Pam has worked in the Fintech world for years as a Data Analyst. She has learned the skills she needs to analyze and create solutions to help businesses.

As a Data Analyst at Engage fi, Pam works in many aspects of pricing and data analysis to assist consultants with client needs.

Pam likes to travel, read, paint/craft when she is not working, and make memories with her family and friends.

While working in a previous management role, Evan’s love for data developed rapidly. After being asked to lead the data migration process associated with his location’s transition to SAP, he became increasingly passionate about leveraging the infinite possibilities for the application of analytics. After receiving his Master of Science in Business Analytics from William & Mary, Evan joined the Data Science team as an Analytics Developer at a Virginia-based federal credit union.

Evan is the Manager of Analytics at Engage fi. He works in many different areas of pricing and data analysis. He always tries to bring new ideas and findings to the organization and the banks and credit unions we work with each day.

Outside of work, Evan’s hobbies include spending time with his wife and two dogs, Winnie and Thumper.

Terhi comes to Engage fi with 25 plus years of experience in Financial Services with principal focus on product management, process improvement, and solutions consulting. Her banking career started at a local community bank in Massachusetts, where Terhi grew into her officer role by leading their Commercial Operations. There, her primary focus was relationship management, process improvement, and driving efficiencies through automation and full utilization of technology.  In 2013 she moved to Fiserv, where she spent 8 years with the DNA Pre-Sales Consulting and Product Teams in various roles supporting their prospects while selecting in their Core and surround lending and depository products. In February of 2022, Terhi moved back to the banking sector as a Payment Services, Product Owner for SunStream Business Services, a start-up Farm Credit Fin-Tech Company.  Here, she expanded her knowledge across the digital channels, Lockbox, ACH, and Wires.

Terhi lives in Hardwick, Massachusetts with her husband, Dan. She enjoys traveling, attending all New England sporting events, riding her Peloton, reading, and spending time with family and friends.

Tyler is a Full Stack .NET Developer who builds both internal and external applications, as well as supporting services and features. With a background in the financial industry, Tyler has 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, and exploring the city. He is also outgoing and loves spending time with friends, who often join him in these activities.