Our leadership team are industry veterans with years of real world financial experience. We know your business. We know how to help.
Shawn WardCEO & Co-Founder
Shawn is Geezeo’s CEO and leads the organization's operations, third-party partnerships and investor relationships. Along with Pete Glyman, he directs the organization's product development and product strategy.
Prior to starting Geezeo, Shawn was General Manager of Gainskeeper, a division of Wolters Kluwer Financial Services Software (WKFS) division. In the two years under his leadership, GainsKeeper grew revenues 150+%, the staff doubled, and the division was made profitable for the first time. Shawn was also corporate development strategist for WKFS where he evaluated potential acquisition candidates, divestitures, and organic product build-outs. Shawn ran product development for GainsKeeper prior to the firm being acquired by Wolters Kluwer.
After studies at Boston University and Northeastern, Shawn spent more than eight years in various product management and analyst roles at Fidelity Investments. It was then that he realized technology could do so much more to enhance people’s financial well being.
Shawn, his wife, and three daughters live in Milton, Massachusetts. They enjoy a variety of outdoor activities and are avid fans of the Cape. Shawn is a loyal Red Sox and Patriots fan, and stands by his team through thick and thin. Shawn is currently serving on the Board of the Association of Financial Technology.
Peter GlymanPresident & Co-Founder
Peter co-founded Geezeo with Shawn in 2006. He directs all retail and business product sales and client services while focusing on Geezeo’s organizational strategy and market penetration. Pete is a steadfast proponent of digital financial management and its ability to impact the financial services industry.
Prior to founding Geezeo, Pete was Director of Business Development, Brokerage Products, for Wolters Kluwer's GainsKeeper division that focused on tax-smart trading tools for institutional investors. He was responsible for global sales and marketing and had been credited with propelling that organization to new heights.
Pete is an avid social media disciple and very active in the financial services Twittersphere and blogosphere. He is also a skilled presenter and enjoys talking about social media strategy, online delivery and the transformation of online banking 2.0. Pete has been featured in American Banker, The Washington Post, LA Times, MSNBC.com and appeared on CNBC's “On The Money". He is also active with the Association of Financial Technology.
Pete, a father of twin girls, lives in Tolland, CT. He spending time in the great outdoors, when not absorbed with music and technology. Pete plays guitar, has a love of old vinyl, and now actively collects classic rock LPs.
Bryan ClagettChief Marketing Officer
Bryan is the principal driver of Geezeo's marketing and communication strategy. He also makes sure that the Geezeo team supports the marketing needs of clients. Bryan is a Forbes Contributor and member of the Forbes Communications Council.
Prior to joining Geezeo, Bryan was the executive vice president of client development at Raoust+Partners, a marketing firm that supports the brand communication needs of financial institutions. He joined Raoust in 2004 after eight years with New Jersey’s Affinity Federal Credit Union, where he served as vice president of marketing and e-commerce. While at Affinity, he served on the executive leadership team.
Before his entry into the credit union industry, Bryan worked in marketing and product management positions at Summit Bancorp and CoreStates Financial Corp. While at Summit, he directed the organization's retail banking incentive program and managed deposit-based product development. At CoreStates, Bryan managed the corporate and retail marketing function for the 88 branches of the New Jersey subsidiary, New Jersey National Bank.
Bryan holds a BA from New England College. In addition to graduate studies in marketing, he has completed Six Sigma Green Belt certification from Rutgers University. He has been a presenter for the Virginia and Florida Credit Union Leagues, American Banker, CUES, NAFCU and Digital Insight’s Client Conference.
An avid boater, Bryan resides in Williamsburg, Virginia, with his wife and two kids. He is currently Vice Chairman of The Center for Child and Family Services, a former trustee of The Peninsula Fine Arts Center and a 2006 graduate of Leadership Hampton Roads.
James EllwoodChief Technology Officer
James manages the overall enterprise architecture and security of the Geezeo product suite to provide the most secure and stable platform possible.
A member of the Ping Identity SaaS Advisory Board, James is a graduate of CCSU and the Phoenix University MBA program. In his rare free time, he can be found chasing his daughter from behind his camera or raving about the latest obscure album he stumbled upon. James has a new found love for Costa Rica.
Steve NigriSenior Vice President
Steve leads Geezeo’s sales efforts. And clients enjoy working with Steve because he never leaves them feeling “sold”.
A native of Atlanta, and University of Kentucky grad, Steve now calls the Big Apple home. You'll often find Steve on the road touring the Geezeo Nation, meeting with prospects and attending a variety of industry events.
Prior to Geezeo, Steve was with The Deal, where he was National Sales Manager for Financial Services & Legal Markets.
Sheri DreitleinVice President - Operations & Support
Sheri has worked in financial services her entire career - from large national and global investment firms to start-up fintech firms. The majority of her time has been spent with the management of game-changing projects, either focusing on increasing efficiencies and/or reducing costs dramatically. And she is always looking for ways to work and communicate more effectively with clients.
Sheri enjoys spending time with her family, traveling, especially on her annual college football trip, and playing all manner of sports and games.
Aaron JunodVice President - Product
Aaron is a lifetime technologist and digital tinkerer professionally specialized in Financial Technology solutions for the core banking sectors and payment sectors.
With more than 20 years of experience, Aaron has mastered many technical roles ranging from network administrator to SaaS executive. Aaron has spent the last 12 years professionally specialized in the Financial Services industry previously managing hundreds of integration points, and billions of dollars of payments as the Manager of Integration at Evolution Benefits.
As a full-time tinkerer, Aaron spends some of his spare time dabbling in cryptocurrency trading and blockchain development, as well as honing Data Science and ML skills. When the computer is off, he loves traveling and playing board games with his family.