Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2012, Joe has led Total Expert’s vision, culture, and growth to more than 300 employees today. The company powers CRM, marketing, and customer engagement for more than 170 financial institutions—from leading community banks and credit unions to 15 of the top 25 U.S. banks and lenders. Total Expert’s growth has skyrocketed since its inception, being named the #1 CRM platform by STRATMOR Group and earning top spots on the Inc. 5000 and HousingWire Tech100.

Brent Gleeson is a Navy SEAL combat veteran, award-winning entrepreneur, 2X bestselling author, and Forbes leadership columnist. Brent is a globally recognized expert and acclaimed speaker on topics ranging from resilience, mental toughness, leadership, and building high-performance teams to culture, and organizational transformation.

Brent is the Founder and CEO of Taking Point Leadership, a Fortune 500 management consulting firm whose mission is to equip committed teams with the leadership tools and professional development necessary to navigate change and growth with accuracy and precision. 

Brent holds degrees in finance and economics from Southern Methodist University, certificates in English Literature and Criminal Justice from Oxford University in England, and an MBA from the University of San Diego. He is the #1 bestselling author of TakingPoint: A Navy SEAL’s 10 Fail-Safe Principles for Leading Through Change, and Embrace the Suck: The Navy SEAL Way to an Extraordinary Life. Brent is married with four amazing children.

Along with her signature passion for people, Sue Woodard brings over thirty years of financial services and fintech experience to her roles as an Independent Consultant to the STRATMOR Group, Senior Advisor to Total Expert and industry “Evangelist At Large!”  Sue started her career at the ground level in financial services, became a top producing mortgage loan originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and fintech executive.

With 20 years of experience in mortgage technology, Dan Catinella is a seasoned technology executive focused on driving digital transformation through all channels of lending. In an ever-changing digital landscape, Dan keeps a constant pulse on the next innovation that could change the way business is conducted. As Chief Lending Officer for Total Expert, Catinella identifies and develops high-impact innovation strategies that align with the company’s business goals and growth priorities. He works with Total Expert’s customers to dig into the problems they’re looking to solve and aligns Total Expert’s innovation strategy with their business goals.

James White, general manager of banking, has over 25 years of experience helping modern depositories grow market share and drive profitability. James’ leadership experience spans strategic planning, product development and delivery, professional services, sales and marketing, and customer success. Having worked with some of the largest banks and credit unions in the world, James believes in the power of an empathetic bank or credit union to create customers for life.

Bobbi Jo Dallas is a customer-focused, collaborative leader with a love for helping people and seeing them succeed. Her “next level” enthusiasm, passion, and energy makes her the perfect person to lead the customer engagement team at Total Expert. In her role, she develops strategies and best practices for our administrators that drive value, create excitement and elevate end user adoption, all while ensuring the customer experience with Total Expert exceeds expectations.

As General Manager for insurance, Ilya Filipov brings nearly 20 years of insurance and financial services experience to Total Expert. He has held leadership roles in most facets of insurance, including sales, product, customer service, process engineering, marketing, strategy, digital transformation, finance and investments, underwriting, M&A, and legal and compliance. Prior to joining Total Expert, Ilya spent time building the insurance strategy for Talkdesk.

Meet Jelaire, a seasoned professional with a robust background in finance and marketing. Raised in Miami, Florida, she hails from a culturally diverse Cuban/Italian household, instilling in her a strong work ethic and an early appreciation for community.
 
After graduating from the University of Florida in 2008, Jelaire relocated to Washington, DC, initially working in a lobbying firm on Capitol Hill. However, she quickly discerned that her aspirations aligned more with a purpose-driven career. Subsequently, she transitioned to the non-profit sector, gaining valuable experience before choosing not to follow her employer's move to Boston.
 
In 2012, she made the decision to take on a role as a Loan Officer Assistant. Over the years, she strategically navigated her career, ascending through the ranks within the marketing domain. The pivotal move to PHM provided her the professional space to demonstrate her capabilities, resulting in her current position. A critical juncture in Jelaire's career was the transition to PHM, where she found a platform to amplify her professional contributions.
 
Balancing professional demands, Jelaire anchors herself in her family life. Currently residing in the DC area with her husband, a sports enthusiast 7-year-old son, and their pup, Winnie, she acknowledges the importance of familial support in maintaining equilibrium. In addition to her professional commitments, Jelaire dedicates time to Olympic Weightlifting, a physically and mentally demanding pursuit she has pursued for two years and reads at least 1-2 books a week!

James White, general manager of banking, has over 25 years of experience helping modern depositories grow market share and drive profitability. James’ leadership experience spans strategic planning, product development and delivery, professional services, sales and marketing, and customer success. Having worked with some of the largest banks and credit unions in the world, James believes in the power of an empathetic bank or credit union to create customers for life.