engage fi puts a fresh spin on consulting for Banks &  Credit Unions. Our approach to consulting is to drive results based on the needs of our Partners.

Finance

engage fi

engage fi's headquarters in Tampa, FL, United States

Jennifer Addabbo

Damon Sipe

Shannon Crandall

Trisa Wetzel

Andres Pasantes

Courtnay Sanderfer

Charisa Lin

Tonia Houghton

This department focuses on providing expert advice and guidance to shape and enhance organizational strategies.

Strategic Development

This department oversees and coordinates various programs to ensure successful execution and alignment with organizational goals.

Program Management

The Technology and Data team at engage fi focuses on leveraging innovative technology solutions and data-driven insights to enhance consulting services for banks and credit unions. This team is responsible for ensuring seamless IT integration, developing robust applications, conducting thorough quality assurance, and analyzing data to inform strategic decisions. Their collaborative efforts drive the successful implementation of projects tailored to meet the unique needs of partners.

Technology and Data

The Business Development and Consulting team at engage fi works collaboratively to identify and capitalize on growth opportunities for banks and credit unions. By leveraging expertise in payments, technology, and strategic planning, the team develops tailored consulting solutions that address the unique challenges faced by partners, ultimately driving measurable results and enhancing client success.

Business Development and Consulting

This department is responsible for providing expert advice and solutions to clients across various industries.

Consulting Services

This department focuses on analyzing financial data and pricing strategies to support informed decision-making.

engage fi

Org chart

Teams

Strategic Development

Program Management

Technology and Data

Business Development and Consulting

Consulting Services

Finance Analysis

Offices

engage fi

Org chart

Teams

Strategic Development

Program Management

Technology and Data

Business Development and Consulting

Consulting Services

Finance Analysis

Offices

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