Over 459 Years of Industry Experience

Our Leadership

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Jennifer Addabbo

Co-Founder and CEO

What the Team Says About Jenn

Jenn’s confidence serves as an inspiration to the team. She has a go-getter mentality, which makes her competitive in every aspect of her life. She is successful and encourages her team to work hard and have fun while doing so. Jenn is our fearless leader!

Jenn's Bio

Jenn is a Co-founder and CEO at CU Engage and has worked in financial services for over 16 years.

She spent several years working at FIS, helping financial institutions create strategies for their digital channels. Then she worked as Vice President, Credit Union Experience for PSCU with a focus on the member experience. She worked with credit unions as they selected their partners for Credit, Debit, Online Banking, Mobile, and Bill Pay.

Jenn was inducted into Tampa Bay Business Journal’s 40 Under 40 in 2019. She graduated from James Madison University with a focus on design and communication. When not working, Jenn enjoys spending time with her husband and two young sons in Tampa, FL.

Jenn's Fun Facts

Favorite All-Time Song: “Glory Days” – Bruce Springsteen

Favorite Cities: Charleston, SC and Nashville, TN

Trait that best describes me (in one word): Determined

Dream Job (besides the one I have now): Interior designer – with someone else’s money!

Favorite Movies: Hitch and My Best Friend’s Wedding

James Guild

Co-Founder, Strategic Advisor

What the Team Says About James

James cares deeply for everyone he works with and is considered the “fun dad” at CU Engage. He is an energetic, engaging, and laser-focused entrepreneur. James has never met a stranger, and you’ll never meet a celebrity who doesn’t know him.

James' Bio

James is responsible for leading both operational and business development teams in areas such as Core Data Processing, Credit and Debit Card Processing, Digital Banking, and Technology Solutions.

James brings over 30 years of experience in the Banking and Credit Union Industry to CU Engage with previous senior leadership positions at Fiserv and Open Solutions. Before founding CU Engage, James held the position of Chief Sales Officer at PSCU.

James was educated in England and moved to the United States in 1984. He lives in Treasure Island, FL with his wife, Bettina, and their daughter Alyssa lives in Orlando.

James' Fun Facts

Favorite All-Time Song: “Bohemian Rhapsody” – Queen

Favorite Cities: Cape Town, South Africa and Sydney, Australia

Trait that best describes me (in one word): Resilient

Dream Job (besides the one I have now): Richard Branson’s

Favorite Movies: Braveheart and Gladiator

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Our Team

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Les Anderson

Chief Growth Officer

Les's Bio

As CU Engage’s Chief Growth Officer, Les is responsible for leading the overall growth of the organization as well as facilitating client and relationship management. leveraging his previous experience to drive internal innovation that will resonate with clients.

Les has over 20 years of experience in the financial services space, working directly with credit unions as well as the partnerships that serve them. He held various leadership positions during his tenure at FIS, including Head of Alliances, VP Partner Management, and VP Product Sales Consulting.

Off the field, Les enjoys life in Clearwater, FL with his wife Angelina and daughter Emma. He has a love of music, fitness, local sports, and charitable endeavors.

Les’s Fun Facts

Favorite All-Time Song: “Everlong” – Foo Fighters

Favorite Cities: Chicago, San Francisco, London

Trait that best describes me (in one word): Positivity

Dream Job (besides the one I have now): Sports Broadcaster

Favorite Movies: Die Hard, Wall Street, Fletch

Justine Bennett

Corporate / Financial Administrator

What the Team Says About Justine

Justine is kind, helpful, supportive, and great at anticipating needs. Not only is she approachable, but she has a get-it-done attitude and phenomenal organization skills. Justine is fast, accurate, and thoughtful about her work. She has an easy-going humor, and she is caring and considerate of the team.

Justine's Bio

As the Office Administrator, Justine provides critical administrative support to our nationwide team from our St. Petersburg corporate headquarters. She brings over 20 years of experience in office management and administrative support, as well as a strong background in real estate loan servicing, accounting, marketing, and project management. Her diverse experience has prepared her for the fast-paced, project-specific needs of CU Engage.

Outside of work, Justine and her husband enjoy volunteering and attending sporting events and other functions involving their two daughters. They also love going to theme parks, the dog park, playing board games, and family movie nights.

Justine’s Fun Facts

Favorite All-Time Song: “Same Old Lang Syne” – Dan Fegelberg

Favorite Cities: San Diego, CA and Lake Buena Vista, FL

Trait that best describes me (in one word): Caring

Dream Job (besides the one I have now):Quality Control (taste tester) for Lindt – Lindor Truffles

Favorite Movies: National Lampoon’s Christmas Vacation, Ever After, and The Nightmare Before Christmas

Justine’s Expertise

Administration Management
Office Operations
Communication
Accounting
Procurement
Meeting Planning

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Will Berry

IT Integration Specialist

Will's Bio

Will has worked in the IT field for over seven years, starting at an IT help desk. From there, his focus grew to developing cloud solutions as well as process automation. As the IT Integration Specialist at CU Engage, Will’s day-to-day includes supporting operations as well as implementing new projects that prioritize efficiency and productivity within the organization.

In his spare time, Will enjoys playing music, playing Dungeons and Dragons, and working with his 3D printer on custom designs.

Will’s Fun Facts

Favorite All-Time Song: “45” – The Gaslight Anthem

Favorite Cities: Savannah, GA; Charleston, SC; St. Augustine, FL

Trait that best describes me (in one word): Dependable

Dream Job (besides the one I have now): Owning my own Hobby/Table Top RPG Shop

Favorite Movies: Die Hard, Reservoir Dogs, The Usual Suspects

Will’s Expertise

Strategy
Technology
Cloud Services

Chassidy Butler

Senior Strategic Consultant

What the Team Says About Chassidy

Chassidy is always smiling and making others laugh. She is honest, reliable, and positive, which keeps work fun and engaging. Chassidy loves nurturing ideas and can be counted on to jump in to help see them through to fruition. She is detail-oriented and direct, which helps with her position as a Strategic Consultant.

Chassidy's Bio

As a Strategic Consultant, Chassidy is an advocate for credit unions and leverages her experience and knowledge to guide credit unions through the complex process of making vendor decisions. She works on RFPs for Credit, Debit, Brand, ATM, and Rewards. Additionally, Chassidy has experience in OLB/Mobile and LOS evaluations. Chassidy is responsible for requirements gathering, managing multiple vendors, and negotiating price and contract terms on behalf of her clients.

Before joining CU Engage Chassidy worked with the Sales and Client Relations teams at TMG (now CO-OP) and has experience in product demos and marketing.

Chassidy received her MBA from WGU and undergraduate degrees from Simpson College. Chassidy resides in Adel, Iowa with her husband, daughter, son, two cats, and dog.

Chassidy’s Fun Facts

Favorite All-Time Song: “Me and Bobby McGee” – Janis Joplin

Favorite Cities: Gulf Shores, AL and Edinburgh, Scotland

Trait that best describes me (in one word): Outgoing

Dream Job (besides the one I have now): International Traveling College Professor (is that even a thing?)

Favorite Movies: Hope Floats

Chassidy’s Expertise

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Brandon Carter

Industry Analyst

Brandon's Bio

Brandon is an Industry Analyst at CU Engage specializing in research and strategic development.  Drawing on his background in client relations, data analytics, and consulting, he supports our sales team and our clients in achieving their goals.

Brandon lives near Kansas City, Missouri, with his wife, Jacqui, and their oversized cat.  In his free time, Brandon enjoys playing strategy games, Dungeons, and Dragons, pottery, woodworking, and traveling.

Brandon's Fun Facts

Favorite All-Time Song: “Midnight City” – M83 (Sax solo at 3:01!)

Favorite Cities: Edinburgh, Scotland; Prague, Czech Republic; Porto, Portugal

Trait that best describes me (in one word): Resourceful

Dream Job (besides the one I have now): Food/Travel Documentarian

Favorite Movies: Star Wars, Lord of the Rings, What We Do in the Shadows

Brandon's Expertise

Strategy

Sales

Connor Davidson

Full Stack Developer

Connors's Bio

A recent graduate from UNC Charlotte in Software Engineering, Connor is currently living in Cary, NC. He is applying his skills as a Full Stack Developer at CU Engage, working on projects that streamline business processes for our business analysts.

In his free time, Connor likes to travel, read, spend time with friends, and spend time outside.

Connor's Fun Facts

Favorite All-Time Song: “It’s Five O’Clock Somewhere” – Alan Jackson, Jimmy Buffett

Favorite Cities: Raleigh, NC and Salt Lake City, Utah

Trait that best describes me (in one word): Outgoing

Dream Job (besides the one I have now): Elon Musk’s

Favorite Movies: Good Will Hunting, The Dark Knight

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Emily Deslaurier

Administrative Assistant

Emily's Bio

As the Administration Assistant, Emily provides administrative support to our nationwide team along with support for our St. Petersburg office. Before working at CU Engage, Emily worked in administration in the construction industry where she learned the importance of over communication and timeliness.

Emily’s hobbies outside of work include hanging out with her dogs, reading books, and enjoying the great weather Florida provides.

Emily's Fun Facts

Favorite All-Time Song: “Fast Car” – Tracy Chapman

Favorite Cities: Seattle and Tokyo

Trait that best describes me (in one word): Dedicated

Dream Job (besides the one I have now): International Food Blogger

Favorite Movies: Any Disney movie and Step Brothers

Emily's Expertise

Administration

Communication

Coordinating

Naomi Esteves-Bejar

Marketing Coordinator

Naomi's Bio

As a marketing coordinator, Naomi’s primary focus is on Tradeshows/Conferences, CU Engage events, and Digital Marketing. Naomi brings refreshing and out of box thinking to the team.

Before working at CU Engage, Naomi worked for five years in the Real Estate Industry and the digital marketing side of small businesses, helping them grow their social media presence.

Naomi’s hobbies outside of work include spending time with her family, traveling, dancing, painting, and having a good time.

Naomi's Fun Facts

Favorite All-Time Song: “Antologia” – Shakira

Favorite Cities: Callao, Peru; Berlin, Germany; New York, USA

Trait that best describes me (in one word): Enthusiastic

Dream Job (besides the one I have now): Travel Blogger/Archeologist

Favorite Movies: Breakfast Club, all Disney movies

Naomi's Expertise

Event Coordination

Graphic Design

Social Media

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Ava Farrell

Strategic Consultant

What the Team Says About Ava

You can’t help but smile when you’re in Ava’s presence. She is so smart and knowledgeable, especially about PIN Networks, and always goes the extra mile to explain things. Ava is the mama bear of the team and pleasure with whom to work.

Ava's Bio

As a Strategic Consultant, Ava Farrell works on PIN Network Assessments, Credit/Debit Processing Evaluations, Brand Negotiation, and Credit Card Conversion Oversight. She has experience in Pricing Analysis, Product Development, Training, Project Management, and Contract Negotiation.

She began her career in banking and transitioned to payment networks. Over the past 20 years, Ava has held many roles with HONOR/STAR, CU24, and First Data. Each of her positions focused on client relations, which allowed her the opportunity to work with many credit unions.

Ava lives in Oviedo, Florida with her husband, Dean. Ava and Dean love to travel and spend time with their six kids and two grandsons. She is very family-oriented and likes to host family gatherings. P.S. Ava loves fireworks!

Ava's Fun Facts

Favorite All-Time Song: “I Don’t Want to Miss a Thing” – Aerosmith

Favorite Cities: NYC and Florence, Italy

Trait that best describes me (in one word): Genuine

Dream Job (besides the one I have now): Café Owner

Favorite Movies: Top Gun and Pearl Harbor

Crissandra Fry

Director of Business Development

Crissandra brings more than 20 years of experience in the financial industry to her role as Director of Business Development at CU Engage. Using her expertise in sales, problem-solving, and her vast payments knowledge, as well as consulting and client relation prowess, Crissandra is primed to drive the generation of new and ongoing sales on the west coast.

Prior to joining CU Engage, Crissandra held leadership roles with JMFA, PSCU, and Northwest Credit Union Association.

Crissandra lives with her husband in Lake Tapps, Washington, and has a Master’s Degree in Organizational Management from the University of Phoenix.

Crissandra's Fun Facts

Favorite All-Time Song: “Big Shot” – Billy Joel

Favorite Cities: Poipu, Hawaii; Tamarindo, Costa Rica; Talkeetna, Alaska

Trait that best describes me (in one word): Driven

Dream Job (besides the one I have now): Professional Surfer

Favorite Movies: Shawshank Redemption

Crissandra's Expertise

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Kaytee Hoechlin

Project Manager

Kaytee is dedicated to efficiently assisting credit unions select vendors that meet their needs and promote innovation and positive member experience.

Prior to joining the CU Engage team as a Business Project Analyst/Project Manager, Kaytee began her career in banking at Wells Fargo and moved on to work for Columbia Credit Union where she worked for seven years. During her career, Kaytee has worked in many areas of the credit union industry from branches and call centers to being a Lead Digital Banking Specialist.

Kaytee leverages her diverse credit union experience and project expertise (e.g. core banking conversion and online channel knowledge) in order to provide clients the best support during their vendor evaluation process.

When she’s not working, Kaytee and her husband – who live in Highland, CA – enjoy the outdoors, rock climbing, hiking, and camping.

Kaytee's Fun Facts

Favorite All-Time Song: “Sitting on the Dock of the Bay” – Otis Redding and “Amsterdam” – Gregory Alan Isakov

Favorite Cities: London, New York, and South Lake Tahoe

Trait that best describes me (in one word): Dedicated

Dream Job (besides the one I have now): Cafe Owner or Farm Owner

Favorite Movies: You’ve Got Mail, Pride and Prejudice, Life is Beautiful, Mr. Holland’s Opus

Tonia Houghton

Engagement Director

What the Team Says About Tonia

Tonia is an excel wizard. She is extremely organized, tenacious, and friendly. She has the ability to create a report out of anything. She has a jovial nature and an impressive tiara collection. Tonia is dependable, dedicated, and a great team member to collaborate with.  Her generosity is aspirational.

Tonia's Bio

Tonia’s primary focus at CU Engage is to develop project and process strategies with a focus on quality and process improvement.  Tonia brings 26 years of expertise as a leader within the Credit Union and FinTech worlds.

Before Joining CU Engage,  Tonia held several positions at both a credit union and at Fiserv.  Most recently she worked as the Quality and Process Manager for Fiserv.  She is a Lean Six Sigma Green Belt and is a leader in quality service standards, process standardization and improvement, and accountability standards. Her career has allowed her the opportunity to work with over 300 credit unions in many areas including project management, process improvement, strategy, and, most recently, internal process/strategy development within the FinTech space.

When Tonia is not at work, she likes to spend time with her husband Paul, dreaming of her next trip to Disney World, and she loves volunteering for local non-profits who are working to end homelessness and hunger in her local area.

Tonia's Fun Facts

Favorite All-Time Song: Mozart’s “Requiem”

Favorite Cities: Rome, Italy/Portland, OR/Syracuse, NY

Trait that best describes me (in one word): Loving

Dream Job (besides the one I have now): Working with a Non-Profit fighting hunger and homelessness.

Favorite Movie: White Christmas

Tonia's Expertise

Strategy
Technology
Online
Mobile
Core Processing

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Jenn Huynh

Pricing Analyst

Jenn's Bio

Jennifer’s tenure in the Automotive Accounting and Finance field nurtured her love for numbers and data. She admits to getting immense satisfaction when working with spreadsheets and organizing chaotic information. In combination with her pursuit of a Master’s in Technical Writing and Communication, she likes to evaluate quantitative data and articulate their significance critically. Jennifer’s goal as CU Engage’s Pricing Analyst is to continuously serve the CU Engage team and clients with accuracy and insight so they may, in turn, optimally serve their members and communities.

While Jennifer Currently lives in Georgia, she was born and raised in Brooklyn, New York. In her free time, she enjoys playing video games (i.e., Minecraft, Sims4, Animal Crossing), reading (i.e., any book written by Brandon Sanderson, All the Light We Cannot See by Anthony Doerr, Outliers by Malcolm Gladwell), and watching her three quirky cats (named Boba, Taro, and Mango) defy gravity.

Jenn's Fun Facts

Favorite All-Time Song: “Empire State of Mind” by Jay-Z ft. Alicia Keys

Favorite Cities: New York City, Washington DC

Trait that best describes me (in one word): Insightful

Dream Job (besides the one I have now): Jenn’s Diners, Drive-ins, and Dives

Favorite Movies: Monty Python and the Holy Grail, Your Name (Animated Film), and The Princess Bride

Jenn's Expertise

Kristen Jacobs

Project Manager

Kristen's Bio

Kristen is a Project Manager with over 14 years in banking and credit union operations.  Having held multiple roles in operations, she found her passion in business operations/process improvement analytics and project management.  She has lived in multiple places across the US and abroad but has settled in Appleton, WI where she lives with her husband, two sons, and an adopted fur-child named Rollo.

Kristen loves what she does, so it never feels like work.  When she is not enjoying her work, she enjoys spending time with her family, traveling, hiking, and experiencing new places, foods, and cultures.

Kristen's Fun Facts

Favorite All-Time Song: “Hungry Eyes” -Eric Carmen (There is a story behind this)

Favorite Cities: San Diego, CA; Florence, Italy; Nagasaki, Japan; Charleston, SC

Trait that best describes me (in one word): Determined

Dream Job (besides the one I have now): World-Renowned International Travel Blogger

Favorite Movies: Last of the Mohicans, The Other Guys, Top Gun

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Herb Jordan

Senior Project Manager

Herb's Bio

Herb is a Senior Project Manager with nearly 15 years of experience in the financial and fintech spaces. He started in the industry while attending DeVry University, where he received a bachelor’s degree in Business Administration and a minor in Information Systems. Looking back to his early childhood, it was no coincidence his passion for the industry would be inevitable as he religiously balanced his grandmother’s checkbook as well as counting her secret money stash around the age of 8. He has served in multiple facets of the industry-leading branch initiatives, software support teams, and leading many implementation projects.

When not leading projects, Herb enjoys fishing on the local freshwater lakes, including Lake Erie. His greatest passion remains to spend quality time with his 3 kids and watching them enjoy their passions, including gymnastics and football.

Herb's Fun Facts

Favorite All-Time Song: Metallica’s version of “Turn the Page”

Favorite Cities: Nashville, TN, and Home(Columbus, OH.)

Trait that best describes me (in one word):Integrity

Dream Job (besides the one I have now): Professional Bass Angler

Favorite Movies: I don’t really watch movies, but The Sandlot is one I could watch any time!

Herb's Expertise

Jennifer Kerry

Payments Consultant

Jennifer's Bio

As a Payments Consultant, Jennifer brings deep card and money movement experience to each engagement. Jennifer drives client strategy discovery, vendor assessment and selection, pricing, contractual negotiation projects for Credit, Debit, and Loyalty solutions.

Jennifer has been a passionate contributor to her clients’ success throughout her career in technology, product development, sales, and client relations roles. Her payments industry experience has been across the full spectrum of card associations, processors, and credit union service providers. Having spent over 15 years at FIS, she joined CO-OP as the Vice President of Credit Services, successfully launching their credit processing business line.

Jennifer enjoys serving at her church, boating with her husband, Jeffrey, and playing with their pooch Miles in her free time.

Jennifer's Fun Facts

Favorite All-Time Song: “Big Yellow Taxi”  – Joni Mitchell

Favorite Cities:  Seattle, New York City, London

Trait that best describes me (in one word): Generous

Dream Job (besides the one I have now): Travel Blogger

Favorite Movies: The Birdcage, Blade Runner, Trading Places, The Magnificent 7 (remake)

Jennifer's Expertise

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Aaron Kwan

Director of Business Development

Aaron's Bio

Aaron brings over 20 years of experience to his role as Director of Business Development at CU Engage. He utilizes his industry expertise to help credit unions meet their goals by identifying opportunities in their existing and ongoing contracts with their vendor partners. Aaron’s previous responsibilities include helping community FIs in leveraging technology and takes pride in being one of the first 10 employees of Q2. A graduate from Baylor University, he’s played a role in sales, training and project management. Aaron resides in Texas (go Cowboys!) with his wife, three kids, and dog where they frequently enjoy family trips to the beach.

Aaron's Fun Facts

Favorite All-Time Song: Where the Streets Have No Name – U2

Favorite Cities: New York, NY. Austin, TX. San Diego, CA.

Trait that best describes me (in one word): Spontaneous

Dream Job (besides the one I have now): Drummer for guns N Roses…or Metallica.

Favorite Movies: The Big Lebowski, Fight Club, Step Brothers, Tommy Boy, Star Wars IV-VI (the others never happened).

Evan Markley

Data Analyst

Evan's Bio

While working in a previous management role, Evan’s love for data developed rapidly. After being asked to lead the data migration process associated with his location’s transition to SAP, he became increasingly passionate about leveraging the infinite possibilities for the application of analytics. After receiving his Master of Science in Business Analytics from William & Mary, Evan joined the Data Science team as an Analytics Developer at a Virginia-based federal credit union.

As a Data Analyst at CU Engage Evan works in many different aspects within pricing and data analysis, and always strives to bring new insights and findings to the organization and the credit unions we work with each day.

Outside of work, Evan’s hobbies include spending time with his wife and daughters, Winnie and Thumper (miniature dachshunds), and working with the nonprofit he founded as well as any activities that may help those that are in need.

Evan's Fun Facts

Favorite All-Time Song: “The Final Game” – song from the Rudy Album

Favorite Cities: Wilmington, NC; Sedona, AZ; Williamsburg, VA

Trait that best describes me (in one word): Driven

Dream Job (besides the one I have now): Captain of a catamaran excursion tour in Kauai, HI

Favorite Movie: Catch Me if You Can, The Town, Avengers (all of them)

Evan's Expertise

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Jacy Mosser

Project Manager

Jacy's Bio

Jacy assists credit unions during the selection process to ensure that the credit unions’ goals are being achieved.

Jacy started her journey in the industry while in college and immediately realized it was going to be a lifelong passion. After graduating with a Bachelor of Business degree, she spent the next 12 years working in credit unions in a variety of roles in lending, accounting, and management. Jacy joined Fiserv in 2016 and worked closely with credit unions on their core system.

Jacy lives in Illinois and enjoys spending time with her nieces and nephews, reading, and cheering on the Chicago Bears.

Jacy's Fun Facts

Favorite All-Time Songs: “Hallelujah” – Jeff Buckley and “Wind Beneath My Wings” by Bette Midler

Favorite Cities: San Diego, CA; Washington D.C.; Boston, MA; or anywhere there is a beach

Trait that best describes me (in one word): Passionate

Dream Job (besides the one I have now): Music Producer

Favorite Movie: Wizard of Oz, Beaches, Steel Magnolias

Mike Murad

VP of Technology

Mike's Bio

Mike is a Minnesota native and an avid napper. He has worn many hats in the IT space and is now leading a superb team at CUE (and having a blast doing it) that blends experience, enthusiasm, talent, and hustle. Mike enjoys building things and helping others do the same. He considers himself a force multiplier for his colleagues and always tries to meet people (at least!) halfway.

Mike’s hobbies include being an accidental gardener, singing at church, philosophical speculation, and watching the same movies over…and over…and over. He also enjoys cooking and driving around the Black Hills, his adopted home.

Mike's Fun Facts

Favorite All-Time Song: “Peg” – Steely Dan

Favorite Cities: New York, San Francisco

Trait that best describes me (in one word): Mercurial

Dream Job (besides the one I have now): U.S. Senator

Favorite Movies: Inception, Tombstone, Master and Commander, North By Northwest, Rear Window, Vertigo

Mike's Expertise

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Jeff Rice

Jeffrey Rice

Director of Business Development

What the Team Says About Jeff

Jeff’s positive attitude and his enthusiasm for the credit union industry shine through in every conversation he has. He is motivated and driven to succeed. Jeff’s professionalism and his “sizzle” (his favorite word) are a winning combination.

Jeff's Bio

As Director of Business Development at CU Engage, Jeff Rice drives the generation of new and ongoing sales at the company. Jeff was introduced to the credit union movement by his father, who spent his entire career in the industry.

In addition to being raised in a credit union boardroom, Jeff leverages over 18 years of his own career experience in the financial industry. His prior positions range from being a Key Client Executive with Fiserv, SVP of Business Development with an FI consulting firm, and various roles within CUNA Mutual Group.

In his spare time, Jeff enjoys morning workouts at Orangetheory and spending time with his wife, Courtney, and their children, Annabelle, Leo, and Colton.

Jeff's Fun Facts

Favorite All-Time Song: “Let’s Stay Together” – Al Green

Favorite Cities: New York, Washington D.C., San Diego, Minneapolis (in the summer!), Indianapolis

Trait that best describes me (in one word): Spirited

Dream Job (besides the one I have now): NFL Agent

Favorite Movie: Elizabethtown, The Goonies

Lizzy Shebanek

Industry Analyst

What the Team Says About Lizzy

Lizzy is a fearless go-getter who learns quickly and tackles things head-on. Many consider her an old pro because she is a superstar at her job. Lizzy is willing to help and is encouraging of others. She loves food almost as much as Kody (cooking, eating, you name it), and her memes make everything that much more fun.

Lizzy's Bio

Lizzy is an Industry Analyst at CU Engage specializing in credit union relationships. Leveraging her background in consulting in Payments and Channels and Digital evaluations, Lizzy’s main focus is to ensure credit unions have the best possible partner to align with their strategic goals and objectives. A true advocate for credit unions, she brings expertise in research, project management, marketing, and communications from her time at FIS.

Lizzy lives in Washington, D.C., and likes to cook, eat, travel, spend time with friends and family, and cheer on the Florida Gators.

Lizzy's Fun Facts

Favorite All-Time Song: “What Goes Around Comes Around” – Justin Timberlake

Favorite Cities: Santorini, Greece and Washington, D.C.

Trait that best describes me (in one word): Ambitious

Dream Job (besides the one I have now): Professional Chef

Favorite Movie: Step Brothers

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Steven Sinclair

Pricing Analyst

Steven's Bio

As a Pricing Analyst, Steven’s primary job at CU Engage is to help break down and analyze vendor pricing for our clients and help with other strategic initiatives within the Technology team.

Before working for CU Engage, Steven worked as a Pricing Analyst for a Credit Card processor on the merchant side of things.

He currently lives in Tampa, FL, where he enjoys “beachin’” when he’s not spending time with family and friends.

Steven's Fun Facts

Favorite All-Time Song: “Badfish”– Sublime

Trait that best describes me (in one word): Adventurous

Dream Job (besides the one I have now): Rockstar

Favorite Movies: Any Quentin Tarantino movie

Steven's Expertise

Jesse Smith

Director of Project Management

Jesse's Bio

Jesse is the Director of Project Management and brings nearly 25 years of experience in the credit union and fintech industries. With previous experience working at a credit union as a VP of Information Systems and working for a large fintech vendor managing projects and solutions for credit union clients, she is well-positioned to understand credit union needs, industry practices, and solutions.

Jesse holds degrees from Ball State University in English (B.S) and Information and Communication Sciences (M.S.).  Her education ensures she has the skills and knowledge to strategically manage data, communications, products, processes, and resources to deliver value and quality to CU Engage clients.

Jesse’s hobbies outside of CU Engage include hiking, kayaking, swimming, golfing, dancing, solving puzzles (all kinds), and reading Tom Robbins novels.  She enjoys spending time with friends and family which includes her four rescue dogs.

Jesse's Fun Facts

Favorite All-Time Song: I enjoy a broad range of music from classical/opera to pop/rock to blues/soul to country/bluegrass to EDM/dance.  Music feeds the soul!

Favorite Cities: Colorado Springs, CO and San Juan, Puerto Rico

Trait that best describes me (in one word): Inquisitive

Dream Job (besides the one I have now): Philosopher

Favorite Movies: Hitchhiker’s Guide to the Galaxy and the Grumpy Old Men series

Jesse's Expertise

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Chris St.Germain

Senior Frontend Developer

Chris's Bio

Chris is a 20-year veteran in the field of front-end web development, having driven the user experience for all types of organizations, from some of the largest corporations to the smallest local businesses and non-profits. He also has a strong design background and navigates seamlessly between marketing, research, and development. Growing up on a farm in northwest Minnesota, Chris is no stranger to hard work and long hours. Thankfully that translates well to programming because when it’s time to buckle down and get the job done, there’s nothing that can get in the way of a Midwest-grown work ethic.

He is a retired roller derby skater, musician, drone pilot, track rat, mechanic, dog lover, and general heck-raiser. When he isn’t busy at work or dreaming up new work, he can be found recording with other Minneapolis musicians, at the boxing gym, changing the brakes on his mom’s car, or helping little kids learn how to skate.

Chris's Fun Facts

Favorite All-Time Song: The Ataris – “Takeoffs and Landings”

Favorite Cities: Minneapolis, Portland, and Bellinzona Switzerland

Trait that best describes me (in one word): Busy

Dream Job (besides the one I have now): FPV drone piloting for Red Bull

Favorite Movies: Scott Pilgrim vs. the World, Rush, Hot Rod

Chris's Expertise

Ana Stock

Director of Relationship Management

What the Team Says About Ana

Ana is a passionate and knowledgeable professional with a can-do attitude who is always willing to help others. It’s great to see how family-oriented Ana is with her daughter and hearing her speak Spanish on the phone with her mom. She is known around the office as the “Girl Scout Cookie Queen” because every year we single-handedly help her daughter make her quota.

Ana's Bio

Ana is a Director of Relationship Management, and she works hands-on with credit unions guiding them through Renewals, Evaluations, and Re-negotiations in Credit/Debit, Online Banking, Brand, Core, Rewards/Loyalty, and Startups.

Her credit union journey began in 1999 as a Bi-Lingual Contact Center Representative at PSCU and later progressed into product development and project management. In 2008, she moved to Grow Financial, where she spent over seven years in project management and product ownership across Credit, Debit, ATM, Online Banking, Symitar Core, Bill Pay, and Lending.

At CU Engage, Ana focuses on the continual improvement of our processes and content to streamline how we deliver value. She values building strong relationships and maintaining a good rapport with clients and vendors to ensure everyone’s satisfaction.

Ana's Fun Facts

Favorite All-Time Song: “Dream On” – Aerosmith

Favorite Cities: Manhattan and Maui

Trait that best describes me (in one word): Driven

Dream Job (besides the one I have now): Real estate investor buying fixer-uppers, fixing and flipping them

Favorite Movies: Me Myself and Irene and Tangled

Ana Stock Headshot
kody

Kody Tuupo

Consultant

What the Team Says About Kody

Kody never backs down from a challenge and is always there for others when they need him – even when he’s working on 17 separate projects of his own. He used to play college football, so he’s been recruited as the company bodyguard. Although Tuupo cuts an intimidating figure, he makes sure everyone feels welcome by giving every CU Engage team member a nickname. He also makes a point to say “Hello” and “Goodbye” to each of us in the office every day. He genuinely cares about his coworkers and his clients, not just food!

Kody's Bio

As a Consultant, Kody works on Credit/Debit, Brand, Online Banking, In-House Oversight, and ATM client projects.

Kody began his career at PSCU in the Fraud Detection Work Center and later moved into the Risk Intelligence team as a Lead Analyst. He has experience in client relations, training, and project management.

Kody lives in St. Petersburg, FL and spends as much time as possible with the woman of his dreams, and their four (and, hopefully, counting) kids!

Kody's Fun Facts

Favorite All-Time Song: Any song my Dad sings (Tom Jones, Elvis, etc.)

Favorite Cities: Atlanta, Los Angeles, Sailele

Trait that best describes me (in one word): Relentless

Dream Job (besides the one I have now): 21-Time Major Championship Winning Professional Golfer

Favorite Movie: Any true story.

Kody's Expertise

Vikki Wagner

Marketing Manager

What the Team Says About Vikki

Vikki is the tie that binds at CU Engage. She is patient, professional, and calm and always does whatever she can to help. Vikki is known for her prompt responses and offering different perspectives. She is both a co-worker and a friend, which is a rare relationship to cultivate in the workplace and a precious one.

Vikki's Bio

Vikki’s career thus far has been a fusion of marketing and zookeeping. Her eclectic background, paired with her Psychology and Animal Behavior Bachelor of Science degrees, enabled her to become a master communicator. She has trained a variety of animals as well as several unruly CU Engage team members! Vikki’s unique experience certainly brings a fresh spin to our marketing initiatives.

As Marketing Manager, Vikki works to creatively establish CU Engage’s position in the credit union industry, identify target audiences, and develop marketing plans with specific objectives across different channels and segments. She puts all the puzzle pieces together to lead marketing initiatives and deliver integrated marketing and communications strategies for the organization. She is responsible for CU Engage’s brand management and corporate identity.

Outside of work, Vikki enjoys travelling with her husband, spending time with her infant son, and spoiling their dog.

Vikki's Fun Facts

Favorite Cities: Sydney, Australia and Lisbon, Portugal

Trait that best describes me (in one word): Creative

Dream Job (besides the one I have now): Stuntwoman

Favorite Movie: Moulin Rouge and Boondock Saints

Vikki's Expertise

Communications

Event Coordination

Graphic Design

Social Media

Marketing Support

Brand Management

Vikki Wagner Headshot
Loretta Headshot

Loretta Weller-Mowers

Senior Strategic Consultant

What the Team Says About Loretta

Loretta is multi-talented, yet she remains a “humble warrior” who makes whomever she’s working with feel like a priority. She is a smart and efficient team player who is very analytical. Loretta is so much fun to be around, and she also loves cars!

Loretta's Bio

As a Senior Strategic Consultant, Loretta works on evaluations for Online/Mobile Banking; Loan Origination Systems; New Account Opening; Bill Pay/P2P; and Analytics. Loretta also specializes in Contract Negotiations; Data Analytics Strategy Plans; Strategic Technology Plans; and Technology Assessments.

Before joining CU Engage as a Strategic Digital Consultant, Loretta spent 18 years with San Diego County Credit Union. She had the opportunity to lead several business areas, including training, service and sales, data warehouse, and business development. For the last nine years Loretta spent at San Diego County CU, she served as Senior Vice President of eCommerce.

Loretta was responsible for all aspects of online business and consumer banking, mobile banking, electronic payments, and numerous other member-facing systems. She also led enterprise-wide technology initiatives from inception to completion, often being first to market with new online services.

Loretta's Fun Facts

Favorite All-Time Song: “Dancing Queen” – Abba

Favorite Cities: Palm Springs, CA and Montreux, Switzerland

Trait that best describes me (in one word): Energetic

Dream Job (besides the one I have now): Hot Rod Builder

Favorite Movies: Rocky, Rain Man, The Matrix

Loretta's Expertise

Sheila Wilson

Project Portfolio Manager

What the Team Says About Sheila

Sheila is smart, dedicated, and fun to work with. She has a ‘whatever it takes’ attitude and is always willing to help – with the patience of a saint. She seemingly has never had a bad hair day. She has a need for speed both in her extremely expeditious work and her love of running. Sheila has a desire to learn and the ability to communicate processes clearly.

Sheila's Bio

Sheila’s primary focus at CU Engage is to execute on Project Management and Quality initiatives that support the Operational Business Transformation as well as the primary resource for implementation of processes, procedures, KPIs, and supporting toolsets.  Sheila brings over 25 years of experience from within the Credit Union and FinTech worlds.

Before joining CU Engage, Sheila held several positions at both a credit union and at a vendor and most recently on a Credit Union Solutions Portfolio Management team.  She is Lean Six Sigma Green Belt Certified.

Sheila lives near Dallas, Texas.  In her free time, she enjoys spending time with family and friends, watching her son play sports, traveling, and running.

Sheila's Fun Facts

Favorite All-Time Song: Almost any song by Def Leppard or George Strait

Favorite Cities: NYC and any city with a beach

Trait that best describes me (in one word): Loyal

Dream Job (besides the one I have now): Working with an animal rescue/shelter or for the Dallas Cowboys

Favorite Movies: Top Gun, Forrest Gump

Sheila's Expertise

Sheila_Headshot_2021-01

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