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Total Expert



Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage data to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industr...


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Joe Welu
Founder & CEO
Sue Woodard
Chief Customer Officer
Charles Wyatt
Chief Financial Officer
Anna Klombies
Chief People Officer
Matt Tippets
Chief Product Officer
Jeff Walton
Heide Antholz
SVP Professional Services
Mike Manahan
SVP, Banking and Credit Unions
Rebecca Martin
Chief Marketing Officer
Ilene Vogt
Chief Revenue Officer

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