We make financial services accessible

Lorraine has led a career in the bookkeeping and accounting fields for over 40 years in various industries. She has a passion for hard work and dedication no matter the task.

Sy sits on the board of advisors for Digital Onboarding with over 20 years of risk management and SaaS information security experience at companies such as Dell SecureWorks, RBS Citizens Group, and Bottomline Technologies (formerly Andera) among many others.

Joseph or JT is a seasoned project manager holding numerous PM and marketing certifications. He has years of both technical and traditional PM work and specializes in CRM and ERP integrations. JT possesses experience with Six Sigma, Agile and Waterfall methodologies.

Stephen has 12+ years of experience in data analytics. He excels at working with data, improving processes, and giving businesses the tools they need to grow.

Sara has over five years of experience interacting directly with stakeholders in clinical research and technology industries. Sara has a CAMP certification, is bilingual, and has experience with agile and waterfall methodologies and product management.

Sairaj has over 15 years of IT experience with 10 plus years in core banking and the financial sector. He has led large-scale banking product implementations for Citi Bank and ABSA-Africa.He has hands-on experience in service delivery, product management, and program/portfolio management.

S​hawn has a full stack developer background with experience in accounting, web apps, and campaign marketing platforms.

Tobi has a full stack developer background with many years of experience in web development and other relevant tools.

Neha is a full stack web developer with a background in IT in the healthcare industry. She has a passion for optimization, and excels at data analysis in pursuit of better strategies.

Ashish is a Certified AWS Cloud Practitioner specializing in Fintech as BaaS, driving innovation and exceptional results through expertise in AWS services, APIs, and blockchain tech.

Sara is coming to Digital Onboarding with a background in marketing, hospitality & brand management. She focuses on campaign opportunities and execution to solidify customer engagement to create powerful results.

Tricia has nearly two decades of experience in the banking industry. She most recently served as EVP and Chief Revenue Officer at Clifton Savings. Prior experience includes leadership roles at Sterling National Bank (NYC) and The Provident Bank (NJ).

Melissa is an experienced marketing professional, who previously served as the Marketing Communications Manager for a $1 billion credit union in Florida. She brings to Digital Onboarding her years of experience in project management, graphic design, promotional content creation, and credit union marketing and member experience management.

Shannon is an experienced marketing professional with a background in account management, advertising, and hospitality. Her expertise in client services allows her to build and create strong relationships with clients, while focusing on driving powerful results.

Ericah is an experienced account manager in the financial services industries. Her expertise in client services allows her to identify opportunities to drive customer success and enhance relationships with account holders.

Rebecca is passionate about building relationships with her clients and helping them achieve their goals. Her background is in financial services, account management, and sales training.

Danielle Gorman has over 16 years of experience within the banking industry. Most recently, she worked for Haberfeld as an SVP, Client Services. She has experience in client relationships, marketing, policy and execution strategy, and project management.

Michelle has a strong record of building Digital Marketing & ABM programs to improve business success. She is passionate about creating digital marketing strategies, managing projects, and growing businesses.

Vanessa brings over two decades of event marketing experience to Digital Onboarding, complemented by her BA from the University of Arizona. Outside of work, she enjoys exploring Arizona through hiking and playing golf.

Nicole joined Digital Onboarding after a decade of experience in marketing with an emphasis on digital channels at Bellco, a credit union with nearly $5 billion in assets.

Hailey has over seven years of experience supporting the world of banking and fintech. She thrives on crafting thoughtful product positioning and strategic go-to-market initiatives for B2B and B2B2C audiences. By working cross-functionally with many stakeholders, she’s created relatable stories that bring many non-tangible, financial products to life.

Grace has experience as a graphic designer and social media specialist for small businesses, organizations of all sizes, and multiple Fortune 500 companies. With a background in technical illustration, she mixes traditional art theory with modern technology to design effective marketing and brand strategies.

Jonathan brings 20 years software development experience to Digital Onboarding. He spent 8 years in the San Francisco startup scene, and holds certifications as a Holacracy Coach and practitioner of neuro-linguistic programming.

Paul has 30 years experience providing software engineering solutions in technology startups and ocean science research. He is a recent transplant to Spain, where while not working or futzing on a computer he enjoys hiking and learning the ins-and-outs of the country.

Eamonn has nearly a decade of experience developing and delivering full stack applications, most notably in media streaming. Outside of work, the more esoteric the sport, the keener his interest.

Udit has been instrumental in designing and developing new and modified software products for the healthcare and education industries. He has 5 years of extensive experience in these industries with roles as an analyst, mentor, and team lead.

​O​na has a decade of design experience, specialized knowledge in Web Development, User Experience, and Design Thinking, a Data Visualization certification from Parson's, and an entrepreneurial course at Stanford​. ​Her passion lies in creating processes, fostering organization, developing strategies, and leveraging feedback from users in order to create products that directly address user needs.

Blake comes to Digital Onboarding with 10+ years of banking experience in various roles, mainly as a Product Owner. He has experience with various core banking areas from the business and technical sides, with a large focus on system optimization and creating an outstanding user experience.

Colleen has 20+ years with proven success in the digital space helping banks and credit unions thrive with digital innovation and fintech partners. She brings experience in sales training, sales management, GTM messaging and digital strategy along with an unstoppable enthusiasm for client success and building relationships.

Trevor has previously held sales management and partner development roles at a number of software and services companies including Cornerstone OnDemand and MomentFeed. An entrepreneur and founder himself, Trevor has experience building and selling a company prior to joining the Digital Onboarding team.

Jeff has more than 20 years​ of experience in the financial service sector. ​He ​was a consultant with a leading data-driven management consulting firm, working with banks and credit unions to improve their customer experience and brand image.

Scott joined Digital Onboarding after spending 4 years in the financial services industry previously holding positions at Vanguard and PineBridge Investments. He graduated with a BS in economics from Juniata College.

Destin has worked as an operational supervisor in the private sector​ for many years​. He is data driven and developmentally focused on leveraging product knowledge to create meaningful partnerships. His goal is to deliver clients with a sustainable solution that best suits the longevity and productivity of their initiatives.

Matt has 10+ yrs of MarTech industry experience, partnering with financial institutions and regulated agencies on digital transformation, branding, and customer engagement. As a revenue professional, he has experience in new category growth and brings expertise in customer acquisition, go-to-market strategy, and solutioning.

Sheryll ​has over 15 years experience in the Fintech industry. She's focused on ​creating​ collaborative work environments ​that ​spark creative and sustainable solutions​ for clients ​to ​seamlessly serve their ​customers. Sheryll's curiosity, professionalism, and leadership fuel successful project delivery, and are at the center of her relationship-driven approach towards every aspect of her work.