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.  

Emily’s Expertise

Strategy  
Credit
Debit
Technology