Friends for Financial Wellness
Our Members
Katie Catlender
Cambridge Savings
Prior to joining Cambridge Savings Bank in 2020, Katie spent 25 years in executive leadership roles at Blue Cross Blue Shield, Neighborhood Health Plan and Harvard Pilgrim Healthcare driving strategy to execution, diversifying business lines, leading operations, sales, product, customer service, and customer experience.
Katie has served as a formal mentor and champion for up and coming female leaders for the last decade. In addition, she has served as an executive sponsor of a young professionals network, and is passionate about giving back in her community.
Katie earned her bachelor’s degree in Health Management and Policy from the University of New Hampshire and holds several leadership designations, including Women Unlimited LEAD, Boston College Executive Leadership for Change, Boston Chamber Leadership Development Program, and the AHIP Executive Leadership Program Fellow designation.
Executive Vice President, Chief Customer Officer
Chris Musto
Digital Financial Services Consultant and Advisor
Chris is a senior leader and strategic advisor with deep experience designing and executing digital growth and transformation in financial services. He knows what's important to drive digital growth and knows how to get from insight to results. He’s not only passionate about customer-driven innovation, he’s built and led digital strategy, CX, market research, and digital analytics businesses and teams.
Chris got his start driving digital innovation at a startup that launched the first digital offering to combine investing and cash management. He went on to create digital benchmarks still used by banks and insurers today, advise on redesigns on three continents, and support banks transforming their distribution channels. As a banking leader, he co-founded a fintech accelerator that's facilitated over 100 engagements, rebuilt a digital analytics team, and developed the digital transformation strategy that resulted in a cloud-native, API-driven system of engagement powered by devops teams working in agile.
James Slocum
Chief Information Officer
James is Senior Vice President, Chief Information Officer for OneUnited Bank. He has been with the bank for over 9 years and through his leadership, OneUnited Bank is able to leverage state-of-the-art technology to provide quality services to our customers. He is responsible for supporting the bank’s nationwide communications and maximizing operational efficiency through the use of technology. He also serves as the Privacy Officer for the Bank. James has over 10 years of experience developing, integrating and supporting enterprise solutions. He holds a bachelors degree in Computer Science with a minor in management from Rensselaer Polytechnic Institute.
OneUnited Bank
John Rosenfeld
SMBC Group, CEO
John is a driven leader with extensive experience in creating and leading several financial services and digital organizations, with multi-billion dollar P&L responsibilities. He is experienced in digital banking, payments, product development, sales and marketing, compliance and risk management, operations, agile development, and P&L management. He has a proven record of producing significant customer and shareholder value with innovative new value propositions.
Senior Vice President Technology and Innovation
Nancy D’Amico
Nancy has more than 30 years of experience including technology team leadership, strategic business planning, digital transformation, change leadership, agile application development and support, systems engineering, security and compliance, data management, business intelligence, quality assurance, program/portfolio management, business analysis, negotiation, software supplier management, data center operations, end user computing and communications technology functions. She specializes in developing business driven technology strategies with detailed technology roadmaps that guide transitions, enhance operational efficiencies and maximize team member contributions.
She is a contributing author in two books, “Climb: Leading Women in Technology Share Their Journeys to Success,” published by Women In Technology, Inc. and “Data Center Insights: A Compilation of Leadership Thoughts, Views and Observations,” published by Executive Alliance.
She has positively impacted the fleet management industry as a Founding member of Women in Fleet Management, a group that encourages personal and professional career fulfillment through mentoring, fleet expertise sharing, business community involvement and networking.
Digital Federal Credit Union
Executive Director, US & Chief Program Director
David Herrick
David has spent the last two decades building and accelerating high growth businesses and leading dynamic teams, while driving strategic change within global blue chip brands, FinTech mid stage start-ups and small entrepreneurial fast growing companies. His experience ranges from strategic new business development and partnership with many of the world's leading organizations, broad growth and client efforts across a number of industries to senior level general management in complex global businesses across multiple countries.
David was also the driving force of innovation at Barclays with the Barclaycard Digital Marketplace - a unique digital business that utilized relevancy to bring the right products to the right consumers through purchase and behavioral data and analytics. Working in a pure-play digital environment within a large corporate enterprise, presented exciting opportunities to work with big data, agile software development, and digital marketing and strategy while connecting buyers and sellers.
In 2015, David joined a fast growing, high energy team at Flywire, a successful Boston based mid stage FinTech helping to build, execute and lead a go to market strategy in healthcare for this rapidly growing cross border payments company.
This continued digital journey built on David's unique global experience which now includes acquiring and integrating a US tech start-up, executing on a disruptive and innovative FinTech growth strategy through to leveraging the breadth of a global financial services institution.
After successfully integrating a US acquisition for a large UK based cross border payments company and setting it on a course for sustained and accelerated growth, today David is applying his passion to an incredible entrepreneurial mission by supporting MassChallenge, a hub for the global innovation ecosystem that helps to power start-ups across all industries and from anywhere in the world.
MassChallenge
Courtney Legendre
Solution Consultant
Courtney Legendre is a Solution Consultant with 10 years of experience working with Financial Institutions to acquire, retain and grow their consumer base. Courtney specializes in ensuring consumers' interactions with their financial institution are exceptional. After spending the last decade working alongside hundreds of financial institutions, Courtney knows what truly drives consumer financial behavior while ensuring back office integrations and efficiencies are met.
MX Technologies
Dan Dougherty
Enterprise Account Executive
Dan challenges and guides banking executives to first focus on their end-users financial health to next advocate fiscal prescriptions that lift wellness. Why? Because financially healthier customers make a bank/credit union and their community stronger. Dan has 30+ years of experience helping financial institutions unlock better business outcomes. The common denominator for Dan in his career has been creating an improved path to the best data possible. Whether it's to help a GE CFO automate business credit decisions, or a Chief Risk Officer at CIT to better model risk, or enabling 18,000 financial advisors to compliantly participate in social media as a partner with a Chief Compliance Officer at Edward Jones, working with Dan always starts with a better path to richer more actionable data.
MX Technologies
Scott Blake
Scott's prior experience includes Chief Information Security Officer of Liberty Mutual Insurance Group and Vice President of Information Security of BindView Corporation. His career also included 3 years as a retail Financial Advisor with Wells Fargo Advisors, where he managed approximately $100 million in client assets. Scott holds the designations of Certified Information Security Manager and Certified Financial Planner. He has an MA in Sociology from Brandeis University and a BA in Social Sciences from Bard College at Simon's Rock. Blake lives in Bangor with his family and is an avid skier, sailor, and traveler.
Bangor Savings Bank
Head of Marketing for Private Bank Wealth Management
Allison Baird
Allison is a Business Leader with a talent for effectively linking strategy with tactical execution. She has extensive experience in multiple industries such as financial services, U.S. public policy and international business in all aspects of advertising, branding, marketing, public relations and product development. She has exceptional cross-functional leadership and relationship building abilities; consistently successful in leading initiatives to increase and evolve businesses in an ever-changing technology, competitive and regulatory environment.
SVB Private
Chief Technology Officer
Raphael Reznek
Mascoma Bank
Chief Marketing Officer
Samantha Pause
Mascoma Bank
Senior Director
Desiree Wolf
Salesforce.com
Desiree is an impactful marketing & product manager executive leader with 25 years of experience bringing people together and ideas to life – skillfully navigating product management and marketing assignments in the financial services and technology industries. She has a keen ability to embrace challenges, analyze complex business issues from multiple viewpoints, and devise innovative strategies and solutions that drive profitability. Increased payment volumes 10 % and unsecured loan volumes 35% by negotiating and launching FinTech partnerships.
Chief Marketing Officer
Alastair Ironside
Rockland Trust
Financial Education Officer
Julie Beckham - Ms. Money Financial Video
Rockland Trust
Not everyone thinks personal finance is a topic to sing and dance about but Julie has made a career out of it! When she’s not singing about money in her green dress, she’s developing and implementing engaging and entertaining financial educational programming for everyone from students to seniors. The No Shame in this Money Game Podcast is her newest creative endeavor where she plays host and educator to financial experts and brings serious financial topics to light in a "no shame zone."
Digital Banking Independent Consultant
Todd Purcell
Todd is a digital strategy and marketing executive with the demonstrated ability to define and execute a compelling vision to drive digital transformation. He is an evangelist for the power of creating a truly connected customer experience across sales, marketing and servicing. He has a consistent track record of identifying and leveraging the intersection of technology and business and the connection of digital and traditional channels to create exceptional customer experiences. He has a proven ability to create high performing teams and lead large business, technical, and agency resources in the execution of complex, innovative, and transformative initiatives.
Past Networking Events
23
Meeting
Archive
Past Masterminds
Health &
Wealth
Our
Members
Our Guiding Principles
Honoring
Brandon
Steve bridges the gap between business, technology and communications by leading teams focused on designing and delivering comprehensive experiences, not just products.
Steve has a range of experience, both consulting with B2B and B2C brands as well as working in house, owning end-to-end products. Most recently, he refactored the team team and technology stack that delivers Boston Private's Digital Banking platform, converting over 15k users from a prior platform to a modern, open-development alternative with a full feature suite for both consumer users and businesses. See here for full details of the capabilities in our comprehensive marketing assets.
Steve Gogolak - Fun About Steve
Digital Banking Team Lead
SVB Private
Kevin is a technology executive with outstanding record of digital transformation, innovation and delivery. He has developed digital technology strategy and delivered transformational initiatives to achieve strategic business outcomes and enable the transition of multi-line, product company to a customer centric, digital one. He has comprehensive technical expertise in all areas of IT combined with exceptional ability to communicate and build teams. Innovative leader with proven success defining the strategy and building out the infrastructure to deliver business initiatives. He has deep expertise in creating both the vision and strategy for incorporating digital technologies into a corporate infrastructure including delivery of mobile, web and customer information management solutions.
Kevin McGuire
Chief Information Officer
Cambridge Savings Bank
Steve Lewis
CEO
Thomaston Savings Bank
Friends for Financial Wellness
Health & Wealth
The Responsibility of the Financial Services Industry
forbes.com
Ron Shevlin - They Should Create a Financial Health Platform
forbes.com/sites
David GW Birch - Fintechs Should Sell Financial Health, Not Financial Services
forbes.com
Dan Dougherty - Financial Wellness, Measure and Lift
Past Networking Events
23
Meeting
Archive
Past Masterminds
Health &
Wealth
Our
Members
Our Guiding Principles
Honoring
Brandon
The Value of Digital Adoption and Engagement in Banking
mx.com
Friends for Financial Wellness
Past Masterminds
Topic: How Do We Utilize This Technology in the
Right Way to be Impactful
Topic: Fintechs and Financial Wellness
Topic: How To Best Work With Compliance
Chris Musto
Digital Financial Services Consultant and Advisor
Chris is a senior leader and strategic advisor with deep experience designing and executing digital growth and transformation in financial services. He knows what's important to drive digital growth and knows how to get from insight to results. He’s not only passionate about customer-driven innovation, he’s built and led digital strategy, CX, market research, and digital analytics businesses and teams.
David Hall
Director, MX Catalyst
MX Technologies
David is an inspiring leader who guides others to discover and fulfill their greater potential. He leads with purpose, flexibility, and vision and is committed to develop proven, sustainable, meaningful results. He is focused on building a culture of continuous process improvement and optimization where "improving the work, is the work".
Dave Dequeljoe
Leadership Development
Qualtrics
Dave's Mission: "A leader's true mission is to create more leaders...". He loves teaching the fascinating art & science blend of leadership, as it is the number one way to make a lasting positive impact on the world.
Topic: A Leaders True Mission is to Create More Leaders
Chief Executive Officer and Managing Partner
Compliance Risk Concepts
Mitch Avnet is a founding partner of Compliance Risk Concepts (“CRC”), a management consulting organization focused on the intersection of Compliance and Technology protocols for Financial and Non-Financial Services companies. Avnet is responsible for business development, relationship management and overseeing the execution of all client driven / business focused Compliance, Ethics, and Operational Risk Management strategic engagements.
Mitch Avnet
Katie Catlender
Executive Vice President, Chief Customer Officer
Cambridge Savings Bank
Prior to joining Cambridge Savings Bank in 2020, Katie spent 25 years in executive leadership roles at Blue Cross Blue Shield, Neighborhood Health Plan and Harvard Pilgrim Healthcare driving strategy to execution, diversitying business lines, leading operations, sales, product, customer service, and customer experience.
Katie has served as a formal mentor and champion for up and coming female leaders for the last decade. In addition, she has served as an executive sponsor of a young professionals network, and is passionate about giving back in her community.
Topic: Healthcare to Financial Services
Topic: Banking Regulations
Don MacDonald
Chief Information Strategy Officer
Don MacDonald is Chief Industry Strategy Officer at MX. Don brings three decades of experience in marketing, product development and strategy from companies including Intel, Fiserv, Checkpoint and Qualcomm. As CMO of Intel, he grew the brand to be the world’s fifth most valuable brand. As Fiserv’s first CMO, he executed the transition from a holding company to a unified operating company under a single brand.
MX Technologies
Past Networking Events
23
Meeting
Archive
Past Masterminds
Health &
Wealth
Our
Members
Our Guiding Principles
Honoring
Brandon
Charles Sweeney
Head of Solution Consulting
Charles is a passionate business professional working every day to deliver value and make the world a better place. He has a proven record of establishing, scaling, and managing SaaS technology pre-sales consulting organizations. He is relentless at driving superior customer experiences and desired business outcomes through digital and commercial transformations. He has expertise in: Sales leadership, go-to-market execution, channel management, B-B and B-C services industries, complex enterprise deals, pricing, and revenue management.
MX Technologies
Topic: Using Data to Inform Decisions
David Hall
MX Technologies
Director of MX Catalyst
Topic: An Executive Helicopter Ride to the Summit
David is an inspiring leader who guides others to discover and fulfill their greater potential. He leads with purpose, flexibility, and vision and is committed to develop proven, sustainable, meaningful results. He is focused on building a culture of continuous process improvement and optimization where "improving the work, is the work".
Carly Cowan
MX Technologies
Strategic Solutions Consultant
Carly has experience leading global teams focused on new business development, organizational and risk management, financial control, clearing and execution operations. Demonstrated expertise in control design and implementation; specifically, building out risk frameworks for industry capabilities. Adept in cost management and reduction, workflow optimization, regulatory reform strategy and non-financial risk. Firm-wide culture carrier through commitment in recruiting, proactive career management, developing high performing groups and emphasis on creating inclusivity through internal Affinity Networks.
Topic: Creating a Social Good Normative Database
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Dan Dougherty.
781.405.6561
Friends for Financial Wellness
Meeting Archive
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Past Networking Events
23
Meeting
Archive
Past Masterminds
Health &
Wealth
Our
Members
Our Guiding Principles
8/24/21 - Newport, Rhode Island at Newport Harbor Inn
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4/30/21
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2/12/21
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12/2/20
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Honoring
Brandon
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2/4/22 - Stowe, Vermont at the Trapp Family Lodge
10/29/20
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11/4/21 - Boston, Massachusetts at the Law Firm of Sloane & Walsh
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5/16/22 - Boston, Massachusetts at MassMutual Headquarters
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