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.

Briana joins Digital Onboarding with a background in marketing, retail banking, and hospitality. She has experience working in the areas of content creation and digital marketing.

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.

Pranay is a young professional with a seasoned background in marketing and analytics. He has an adaptable and innovative mindset that helps him drive efficient and sustainable long-term solutions.

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.

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.

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.

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.

Kamrun is KCS certified with a background in Java Web Development, 3 + years of experience in Salesforce, and 8 + years of experience in communication and behavioral therapy.

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.

Julie has a background in Advertising, Marketing, Graphic Design, and UX Design. She has over15 years of valuable experience in the Financial Industry.

Joan is a marketing professional with a career in retail financial services and B2B financial services technology. Her experience and achievements focus on business and sales development, branding, communications, and relationship building.

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.

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.

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.

Topher has 12 years of experience as a backend web developer, mainly working with companies focused on education and developmental psychology. When he's not at work, he loves trail running, kayaking, reading philosophy, and learning game design.

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.

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.

Jesse joined Digital Onboarding in 2021 after a decade in the FEC industry, where he assisted businesses in maturing their operations and organizing their daily accounting processes.

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.

​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.

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.

Adam has joined the Digital Onboarding team after years of experience in the hospitality industry with customer service as his number one goal. With clients being his main priority, he brings optimism and dedication to the table every day.

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.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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.