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.

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.

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.

Michelle is a results-driven, team-focused project manager who employs a metrics-driven approach and project management principles to meet deadlines and accomplish project objectives.  She uses a variety of project management techniques to facilitate project execution, drawing from her experience working for an asset reliability firm, an online delivery startup, a multi-division non-profit organization, and more.

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

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).

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.

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.

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.

​​Andrew is a strategically focused marketing professional with a strong background in managing analytics and data for large globally dispersed organizations. Andrew provides​ strategic insight and guidance for the sales and marketing teams​. He holds a MBA from Indiana University Northwest and a B.A. in Managerial Marketing from Kent State University.

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.

Robert came to web application development from ​publishing ​the first online edition of a regional newsweekly during the Bill Clinton administration​.​ ​Robert ​has launched data-driven web applications for small businesses, large financial institutions​, ​leading publishers and nonprofits like Science News, the George W. Bush Presidential Center​,​ and Direct Relief.

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.

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.

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.

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.

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.