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 industry-specific data and applications to deliver a cohesive experience across the customer lifecycle.

Finance

Total Expert

Total Expert's headquarters in St. Louis Park, MN, United States

Joe Welu

Jason Cross

Stephen Scansaroli

Lauren Amundson

Heide Antholz

Tony Barbone

Dan Catinella

John Emerick

Ilene Vogt

Jeff Hinck

Patrick Meenan

Joe Floyd

Justin Kaufenberg

Simon Chong

The Leadership Team at Total Expert is responsible for setting the strategic vision and driving operational excellence across the organization. Comprising key executives, including the CEO and SVPs of various departments, this team focuses on fostering collaboration, ensuring compliance within the financial services sector, and enhancing customer experiences by leveraging data-driven insights. They play a critical role in guiding the company’s growth and aligning its innovative financial technology solutions with the needs of modern financial institutions.

Leadership Team

The Executive Management Team at Total Expert drives the company's strategic vision and operational excellence. Comprising key leaders such as the CEO, CFO, CTO/CPO, and other chief officers, this team ensures the alignment of departmental goals with overall business objectives. They focus on steering customer success, optimizing revenue growth, leading innovation in technology, and maintaining compliance with industry standards to facilitate a seamless, data-driven customer experience.

Executive Management Team

The Engineering and Technology team at Total Expert is responsible for developing and maintaining the company's experience platform, ensuring it is secure, scalable, and compliant with industry regulations. This team oversees software development, cloud infrastructure, business applications, and cybersecurity, aiming to deliver robust and innovative solutions that meet the complex needs of financial institutions.

Engineering and Technology

The Board Members at Total Expert provide strategic oversight and governance, ensuring the company's long-term success and alignment with its mission. They offer guidance on key decisions, oversee financial performance, and ensure compliance with industry regulations, all while leveraging their expertise to support the company's growth and innovation in the fintech space.

Board Members

The Strategy and Business Development team at Total Expert spearheads the company's growth initiatives by identifying and developing strategic partnerships, market opportunities, and business models. They focus on go-to-market strategies, corporate strategy alignment, and fostering lending business opportunities to drive revenue and expand market presence.

Total Expert

Org chart

Board & advisors

Teams

Leadership Team

Executive Management Team

Engineering and Technology

Board Members

Strategy and Business Development

Offices

Total Expert

Org chart

Board & advisors

Teams

Leadership Team

Executive Management Team

Engineering and Technology

Board Members

Strategy and Business Development

Offices

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