Features Financial Services

Dan Granieri – Summit Funding Inc.

You’ve got to allow the salespeople to do what they do best, which isn’t banging their heads on a keyboard because of infotech issues that should be someone else’s concern. So emphasizes Dan Granieri, CIO at Summit Funding Inc., the Sacramento-based mortgage firm that’s active in over 35 states with 80 locations and over 300 […]

Murali Natarajan – West Bend Mutual Insurance

When Murali Natarajan came to the U.S. for IT consulting assignments in 1994, he did not expect his work would become something bigger. “I did not graduate college planning to work for an insurance company,” he says of the assignment at RLI Insurance Co. that proved to be a turning point in his life. Yet, […]

Stephen Colavito – Lakeview Capital Partners

Though Stephen Colavito has worked in wealth management and investing for more than a quarter century, a conversation about his experiences rarely broaches his past. Instead, he’s thrilled about what the future holds, particularly investment opportunities in a post COVID-19 world and how tech innovations will better link investors and wealth advisors to those opportunities. […]

Angelo Fanaras – Public Service Credit Union

It used to be that if you were caught on camera at a bank it wasn’t a good thing. In some circles, it might even be called evidence. But these days, customers of Public Service Credit Union want to be seen on video. I could let them conduct important business and personal matters, says Angelo […]

Laura McCanlies – IDB Invest

It’s a project that both builds the local economy and provides green energy sources for the people of Minas Gerais, a state in Brazil. The dissolving wood pulp mill and 144-megawatt cogeneration plant, part of LD Celulose’s investment program for 2020-22, was funded through a $1.1 billion financial package that also includes the company’s commitment […]

Don Bricker – TF Holdings Inc.

Quite the interesting last quarter 2019 was for TF Holdings Inc. That’s TF as in Think Finance, a holding company in Irving, Texas, for fintechs serving lenders and their oftentimes non-prime borrowers. The firm’s subsidiary, Think Finance, having gone into Chapter 11 a couple of years earlier, was about to emerge from bankruptcy reorganization. Comprehensive […]

Ryan Hummel – Planet

So evolves the economic model of payments provider Planet. What had been business to business is now business to business to consumer, and there’s literally a world of possibilities for continued growth thanks to diversified revenue streams for both domestic and international transactions. Especially as cabin fever sufferers everywhere again take to traveling when COVID-19 […]

Stephenie Southard – BCU

Twenty-five years ago, when Stephenie Southard showed up for an IT job interview, she was told she was “pretty enough” to be a secretary or she could become a schoolteacher. The remarks only fueled her desire to pursue a career in the male-dominated industry she loves.  Fast-forward to 2019 when Southard landed her dream job as a vice president and chief information security officer at BCU, a credit union based in Vernon Hills, Illinois.  It’s a joy, she […]

Kevin Baldus – Brown Smith Wallace

Walk into any Best Buy and what do you see? Computers, big-screen TVs, appliances big and small. Cellular phones. Home stereo speakers sometimes taller than the person charged with selling them. What you also see are dollar signs because technology is expensive—especially new technology. When Kevin Baldus was hired as the CIO at Brown Smith […]

Brent Maher – Johnson Financial Group

So, just how well are your finances doing these days? Pandemic and economic recession aside, finding the details may be complicated if your wealth is spread across multiple financial institutions, funds and assets. Yet having a clear picture is crucial, not only to you individually, but to the advisors and counselors guiding your financial decisions, […]

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