Our leadership team are industry veterans with years of real world financial experience. We know your business. We know how to help.
CEO & Co-Founder
Shawn is Geezeo’s CEO and leads the organization's operations, third-party partnerships and investor relationships. Along with Pete Glyman, he directs the organization's product development and product strategy.
Prior to starting Geezeo, Shawn was General Manager of Gainskeeper, a division of Wolters Kluwer Financial Services Software (WKFS) division. In the two years under his leadership, GainsKeeper grew revenues 150+%, the staff doubled, and the division was made profitable for the first time. Shawn was also corporate development strategist for WKFS where he evaluated potential acquisition candidates, divestitures, and organic product build-outs. Shawn ran product development for GainsKeeper prior to the firm being acquired by Wolters Kluwer.
After studies at Boston University and Northeastern, Shawn spent more than eight years in various product management and analyst roles at Fidelity Investments. It was then that he realized technology could do so much more to enhance people’s financial well being.
Shawn, his wife, and three daughters live in Milton, Massachusetts. They enjoy a variety of outdoor activities and are avid fans of the Cape. Shawn is a loyal Red Sox and Patriots fan, and stands by his team through thick and thin. Shawn formerly served on the Board of the Association of Financial Technology.
President & Co-Founder
Peter co-founded Geezeo with Shawn in 2006. He directs all retail and business product sales and client services while focusing on Geezeo’s organizational strategy and market penetration. Pete is a steadfast proponent of digital financial management and its ability to impact the financial services industry.
Prior to founding Geezeo, Pete was Director of Business Development, Brokerage Products, for Wolters Kluwer's GainsKeeper division that focused on tax-smart trading tools for institutional investors. He was responsible for global sales and marketing and had been credited with propelling that organization to new heights.
Pete is an avid social media disciple and very active in the financial services Twittersphere and blogosphere. He is also a skilled presenter and enjoys talking about social media strategy, online delivery and the transformation of online banking 2.0. Pete has been featured in American Banker, The Washington Post, LA Times, MSNBC.com and appeared on CNBC's “On The Money". Pete is currently serving on the Board of the Association of Financial Technology.
Pete, a father of twin girls, lives in Tolland, CT. He spending time in the great outdoors, when not absorbed with music and technology. Pete plays guitar, has a love of old vinyl, and now actively collects classic rock LPs.
Chief Technology Officer
James manages the overall enterprise architecture and security of the Geezeo product suite to provide the most secure and stable platform possible.
A member of the Ping Identity SaaS Advisory Board, James is a graduate of CCSU and the Phoenix University MBA program. James recently had the opportunity to speak with AWS on their video series, “This Is My Architecture” about how Geezeo leveraged Amazon Web Services as a valuable component of its technology infrastructure and enabled them to scale quickly, safely and seamlessly. In his rare free time, he can be found chasing his daughter from behind his camera or raving about the latest obscure album he stumbled upon. James has a new found love for Costa Rica.
Senior Vice President - Operations
Sheri has worked in financial services her entire career - from large national and global investment firms to start-up fintech firms. The majority of her time has been spent with the management of game-changing projects, either focusing on increasing efficiencies and/or reducing costs dramatically. And she is always looking for ways to work and communicate more effectively with clients.
Sheri enjoys spending time with her family, traveling, especially on her annual college football trip, and playing all manner of sports and games.