Leadership

Our leadership team are industry veterans with years of real world financial experience. We know your business. We know how to help.


Shawn Ward

Shawn Ward

CEO & 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 formerly served on the Board of the Association of Financial Technology.


James Elwood

James Elwood

Chief 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. James recently had the opportunity to speak with AWS on their video series, “This Is My Architecture” about how Geezeo leveraged Amazon Web Services as a valuable component of its technology infrastructure and enabled them to scale quickly, safely and seamlessly. 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.


Sheri Dreitlein

Sheri Dreitlein

Senior Vice President - Operations

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.