The passionate people building the future of financial services
Our team represents a unique convergence of visionary entrepreneurship, banking and credit union expertise, and cutting-edge technology. Led by founders who pioneered Cooperative Capitalism, we blend decades of traditional banking wisdom with innovative fintech solutions.
From former executives of major financial institutions to elite cybersecurity veterans, AI specialists, and credit union innovators, each member brings deep expertise in their domain. Together, we're not just building products, we're reshaping how financial services can empower communities while staying true to cooperative values.
Click "View Bio" to learn more about each team member and connect on LinkedIn.
Chairman, CEO³ and Founder
Multifaceted serial entrepreneur with deep experience in crypto, software, and finance. Visionary behind Cooperative Capitalism, with a focus on transparency and direct participation.
Chief Operating Officer, Founding Team
Credit union veteran and forward-thinking innovator with 25+ years in operations and strategy. Co-founded PureIT CUSO and co-piloted the BankSocial Exchange for Credit Unions.
President
Former President & CEO of USAA Bank and NACUSO, Jack brings decades of experience driving innovation in financial services. Coming out of retirement, he's lending his strategic vision and industry expertise to help BankSocial reach new heights in credit union and community banking worldwide.
Chief Strategic Officer, Founding Team
Founder of Azalea Ventures and co-founder of three VC-backed startups. Strategic advisor and tech investor with strong ties to Dallas' startup community.
Chief Information Officer
US Navy veteran and seasoned software architect with experience at Yahoo and AAFES. Leads Fivancial's product development lifecycle.
EVP, Strategic Growth & Innovation
Growth-focused executive with nearly 20 years in credit unions and financial services. Known for scaling organizations and launching future-ready solutions.
EVP, Engineering
E-commerce engineer with over 15 years of experience in open-source systems and OMS architecture. Oversees development at Fivancial.
EVP, Finance
Financial executive with extensive experience in strategic planning and fiscal management.
VP of People and Process
Accomplished banking professional with over 30 years of experience in the financial services industry, specializing in Credit Unions.
Head of Partnerships
Former COO at Metallicus with 25+ years at Northern Trust. Brings deep traditional banking experience to digital asset integration at BankSocial.
Director of Client Services
Former financial advisor with a background in business and personal finance. Leads onboarding and support for credit union clients.
Director of Asset Protection & Government Engagement
25 years of elite service from the U.S. Secret Service, protecting presidents and dismantling complex financial crime networks, he now leverages that to advance BankSocial's fraud prevention efforts.
Director of Marketing
Marketing and creative director with over fifteen years of experience creating campaigns for internationally recognized brands in electronics, fashion, entertainment and Fintech. Based in Dallas with a primary focus on content strategy, experiential marketing and social. Her previous experience spans Los Angeles, NYC and Milan with emphasis on entertainment/music and fashion spaces.
Director of Accounting Services
Director of Accounting Services leading financial operations and team management.
Sales
Sales professional focused on building relationships and delivering value to credit union partners.
Sales
A Credit Union and FinTech growth executive with 18 years of experience in the CUSO movement. JT is also the founder of a nonprofit focused on supporting survivors of financial abuse in domestic violence and human trafficking situations.
Director of Project Management
Experienced Technical Lead with a demonstrated history of working using PHP/MySQL as well as Typescript/NodeJS/React/MongoDB projects.
Secura Recovery, Founding Team
Technical specialist focused on recovery operations and security solutions.
AI/ML Engineer
AI and machine learning specialist bringing innovative solutions to financial technology.
UI/UX Engineer
Designer and developer focused on creating exceptional user experiences.
Junior Developer
UT Dallas CS graduate with skills in Python, Java, and machine learning. Supports frontend development with a detail oriented approach.
DevOps Engineer
Experience in datacenter environments and networking. Focused on building, automating, and maintaining reliable, scalable systems.
Support Technician
Full-stack developer and team lead with deep experience in PHP, TypeScript, and modern stacks. Bridges product vision and technical execution.
Accounting Analyst
Self-motivated and highly organized individual with experience in accounting and finance. Proven ability to manage accounting operations, reconcile accounts, and analyze financial data while meeting tight deadlines. Strong organizational, problem-solving, and communication skills. Frequently praised as detail-oriented, I can be relied upon to help your team achieve its goals. Strong accounting professional with a Bachelor's degree focused in Accounting from Franklin University.
Accounting Analyst at CU Books, powered by BankSocial
Strengthening Credit Union Financials Through Data-Driven Insight.
Accounting
31 years of banking and credit union service. I have been everything from a teller to a loan processor to a Vice-President. Accounting is the area I have the most experience. I am a self starter and a quick learner.
Accounting
Always striving to learn something new and looking for new challenges every day. I love numbers and working with figures. Searching out errors and correcting them is a passion of mine. Dedicated to making people smile and trying to help them achieve their goals as well. Never give up and always reach for the stars.
Summer/Fall Intern
Emma is currently in her first year at Southern Methodist University, studying at the Cox School of Business. Creative, adaptable, and efficient, she is focused on gaining real-world experience as she begins shaping a successful career in business.
Industry leaders and experts guiding our strategic vision
Chief Strategy Officer at GLCU
An experienced financial services professional in the Chicago Area with a versatile background in executive management.
Chairman of the Board at Hashgraph, co-Founder of Hedera
An experienced technology executive and entrepreneur with more than 20 years of strategic leadership experience in multinational corporations, government agencies and high-tech startups, and is Co-Founder and CEO of Swirlds Inc.
Former CTO Chainalysis and Assistant Director of the FBI (retired)
A former CTO of Chainalysis and Assistant Director at the FBI, Gurvais brings unmatched expertise in cybersecurity, blockchain analytics, and national security.
Former EVP, Chief Growth Officer at Velera
Former EVP and Chief Growth Officer at Velera, Brian is a seasoned fintech strategist with deep expertise in credit union ecosystems. He's known for driving scalable growth and building transformative B2B partnerships.
Co-Founder & CEO of The Hashgraph Group
Entrepreneur with 25+ years in IT/Telco. Co-Founder & Board Director of The Hashgraph Association managing multi-million-dollar innovation programs. CEO of The Hashgraph Group AG, overseeing a $100m venture capital fund licensed by FSRA in Abu Dhabi Global Market.
CEO WeStreet Credit Union
Greg Gallant leads with a focus on innovation, financial empowerment, and community impact. His leadership is rooted in modernizing member experiences while staying true to cooperative values.
President & CEO Illinois Credit Union League (retired)
Credit union veteran and forward-thinking innovator with 25+ years in operations and strategy. Co-founded PureIT CUSO and co-piloted the BankSocial Exchange for Credit Unions.
