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.

With more than 25 years of experience in application software, Pete has a proven track record of leading organizations through growth and transformation. He successfully built high-performing teams and launched products that meet customer needs and drive revenue growth. He previously led the corporate strategy at Bonterra after a flourishing 10-year employment at IBM, which concluded with him managing a complex global product portfolio. Pete’s role as Chief Product Officer (CPO) at Total Expert is supported by his diverse background across numerous organizational functions. In addition to his CPO experience, Pete has held leadership roles across numerous functions including sales, marketing, support, implementation, partnerships, M&A, corporate strategy and quality assurance.

Andrew leads our Customer Success and services teams with a deep commitment to operational excellence, empathy, and a belief that extraordinary customer experiences are built at the intersection of strategy and service. With 15 years of experience in SaaS, he brings a track record of scaling organizations through both acquisition and organic growth – from $20M to $350M in revenue – while never losing sight of the people at the heart of the journey. Before joining Total Expert, Andrew served as SVP of Support and Payments at Bonterra, where he helped reimagine customer care by building high-impact global teams and driving a culture of clarity, care, and accountability.

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.

Michael Carey is a new face on the Training & Education Team. Having worked at Total Expert with Content Marketing Services since 2019, he brings a wide breadth of experience with the platform. He has helped facilitate implementations with retail lenders, credit unions, insurance companies, and banks and loves to teach everyone how to use Total Expert to its fullest potential. As an avid fan of musicals, you’re likely to find him performing onstage with a variety of local theatres. If he’s not at work or rehearsal, you’ll find him hiking, traveling, or haunting the nearest cinema.

John Chambers Dunn is a teacher at heart and a trainer by luck. He has worked at Total Expert since 2018, allowing him to gain deep experience with the product, the people, and the mission. Within the Professional Services team, John has worked with retail and consumer direct lenders, banks, credit unions, and insurance companies to optimize their use of TE, grow their business, and learn the best practices, tips, and tricks that make Total Expert the best platform for the industry. John sings in a professional choir in the Twin Cities and enjoys dogs, hiking, traveling, and trying new restaurants.

Kyle Green is a Director of Product Management at Cotality, with 15 years of experience dedicated to advancing technology processes for lenders from lead to closing. His distinguished career includes the pivotal scaling of two highly successful mortgage startups: Total Expert, the first mortgage customer engagement platform, and SimpleNexus, a mortgage point-of-sale recently acquired by nCino. Kyle's leadership has been instrumental in driving strategic vision, scaling high-performing teams, and championing the adoption of transformative new technologies.

Marissa Kosin is an experienced technology educator with a passion for sales. She leads Total Expert’s Training & Education Team in facilitating technical training and consulting sessions in mortgage, banking, and insurance. In today’s market, her team focuses largely on consulting marketers and sales teams in tactfully nurturing their pipelines with data driven insights. Formally educated in learning and memory, she is deeply invested in eliminating barriers in the learning process. Marissa believes in having the best time possible while acquiring new skills as a retention tactic. This philosophy drives the engaging sessions hosted by Training & Education at Accelerate.

Luke Wieneke is a Senior Software Training Consultant who loves to help admins find solutions within Total Expert and help end-users thrive. He has been with Total Expert since 2020 and was a TE admin at a local bank before joining the company, allowing him to see the end-user's perspectives in their environment. Luke has been involved in training mortgage, banking, insurance, and recruiting at Total Expert and loves being on the cutting edge of training anything new in the platform. In his spare time, he enjoys playing fastpitch softball with the boys, attending as many Minnesota United games as possible, and spending time with his two sons.