Management

Proven Leadership & Management
Industry veterans with real world experience.

 

The Executive Team

Shawn Ward

Shawn Ward

CEO & Co-Founder

 

Shawn is Geezeo’s CEO and leads the organization's operations, third party partnerships and investor relationships. Along, 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, divestures, 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 is currently serving on the Board of the Association of Financial Technology.

Pete Glyman

Peter Glyman

President & Co-Founder

 

Pete 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 it's ability to impact the financial services industry.

Prior to founding Geezeo, Pete was Director of Business Development, Brokerage Products, for GainsKeeper. 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 quoted in American Banker, The Washington Post, LA Times, MSNBC.com and appeared on CNBC's “On The Money". He is also active with the Association of Financial Technology.

Pete, a father of twin girls, lives in Tolland, CT. He enjoys the great outdoors with a passion, when not absorbed with music and technology. Pete plays guitar, has a love of old vinyl, and now actively collects classic rock LPs.

Bryan Clagett

Bryan E. Clagett

Chief Marketing Officer

 

As chief marketing officer of Geezeo, Bryan is principle driver of Geezeo's marketing and communication strategy while also assuring Geezeo supports the marketing needs of clients.

Prior to joining Geezeo, Bryan was the executive vice president of client development at Raoust+Partners, a marketing firm that supports the brand communication needs of financial institutions. He joined Raoust in 2004 after eight years with New Jersey’s Affinity Federal Credit Union, where he served as vice president of marketing and E-commerce. While at Affinity, he served on the executive leadership team.

Before his entry into the credit union industry, Bryan worked in marketing and product management positions at Summit Bancorp and CoreStates Financial Corp. While at Summit, he directed the organization's retail banking incentive program and managed deposit-based product development. At CoreStates, Bryan managed the corporate and retail marketing function for the 88 branches of the New Jersey subsidiary, New Jersey National Bank.

Bryan holds a BA from New England College. In addition to graduate studies in marketing, he has completed Six Sigma Green Belt certification from Rutgers University. He has been a presenter for the Virginia and Florida Credit Union Leagues, American Banker, CUES, NAFCU and Digital Insight’s Client Conference.

An avid boater, Bryan resides in Williamsburg, Virginia, with his wife and two kids. He is currently Vice Chairman of The Center for Child and Family Services, a former trustee of The Peninsula Fine Arts Center and a 2006 graduate of Leadership Hampton Roads.

James Elwood

James Elwood

Chief Technology Officer

 

Charged with managing the overall enterprise architecture and security of the Geezeo product suite, James focuses on providing 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. 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.

The Leadership Team

Steve Nigri

Steven Nigri

Vice President
Sales

 

A seasoned professional, Steve leads Geezeo’s sales efforts. And clients enjoy working with Steve because he never leaves them feeling “sold”. A native of the ATL and University of Kentucky grad, Steve now calls the Big Apple home. You'll often find Steve on the road touring the Geezeo Nation, meeting with prospects and attending a variety of industry events.

Prior to Geezeo, Steve was with The Deal, where he was National Sales Manager for Financial Services & Legal Markets.

Jim Craig

Jim Craig

Vice President
Consulting Services

 

Armed with an MBA from Penn State, Jim has 20 years of marketing and leadership experience, including more than 15 years in financial services. Most recently Jim was VP Marketing at 1st Advantage FCU. In addition to presenting at Brand ManageCamp, the Virginia Credit Union League, and NAFCU’s Strategic Marketing Conference, Jim has served on the product advisory board of Andera and was a member of the CU24 Marketing Exchange and Deluxe Collaborative. Jim and his wife and 2 children live in St. Joseph, MI.

Sheri Dreitlein

Sheri Dreitlein

Vice President
Operations & Support

 

Sheri has worked in financial services her entire career - covering large national & global investment firms, to small, start up technology 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 & communicate more effectively with clients.

Sheri enjoys spending time with her family, traveling, especially on her annual college football trip, & playing all sports and games.

Aaron Junod

Aaron Junod

Vice President
Product

 

Aaron is a lifetime technologist and digital tinkerer professionally specialized in Financial Technology solutions for the core banking sectors and payment sectors. With more than 20 years of experience, Aaron has broad experience across many technical roles ranging from network administrator, to SaaS executive. Aaron has spent the last 12 years professionally specialized in the Financial Services industry previously managing hundreds of integration points, and billions of dollars of payments as the Manager of Integration at Evolution Benefits. As a full time tinkerer, Aaron spends some of his spare time dabbling in CryptoCoin development and trading, as well as learning Data Science and ML, as well as traveling and playing board games with his family.