At COO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based COO’ operating in the Lending space. If you think a COO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Kristi Matus
CFO/COO of Buckle
Board member and senior executive with direct experience in contributing to business strategy, profitable growth, and enterprise value based on general management and financial acumen, as well as the ability to inspire organizations and people.
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About Buckle, The Buckle: Buckle is the inclusive digital financial services platform serving the rising middle class and providers to the gig economy.
Matt Bochenek
Chief Operating Officer of Avant
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About Avant: Avant is an online lending platform that offers alternatives to its clients with safe financial products.
Josh Hershman
Chief Operating Officer of UBS Investment Bank, Americas & UBS Securities, LLC of UBS
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About UBS, UBS, UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Amy Oldenburg
COO Emerging Markets Equity of Morgan Stanley
Amy Oldenburg is an Executive Director and Chief Operating Officer of Emerging Markets Equity for Morgan Stanley Investment Management. Before moving to the investment team, Amy was an emerging markets equity and foreign exchange trader. She has also worked with Investment Management’s product development and strategic acquisitions group. Before joining Morgan Stanley in 2001, Amy was involved in business development for the marketing agency Arc Worldwide. She holds a bachelor’s in finance from Fordham University and also studied finance at the University of San Francisco.
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Sophie Chandauka
Global COO, Shared Services and Banking Operations of Morgan Stanley
Sophie Chandauka is a Co-Founder of Black British Business Awards. She is a corporate lawyer and an entrepreneur. She also works as a Global Chief Operating Officer at Morgan Stanley’s Shared Services and Banking Operations. She was the Head of Group Treasury (Legal) at Virgin Money for four years. Sophie is a Rotary International Paul Harris Fellow and has served on a number of charitable boards including Sentebale, Prince Harry’s charity for children in Africa. Apart from her professional achievements, Sophie is recognised in Britain for her community work as an advocate for education, equality, diversity, and inclusion and also as a mentor for young entrepreneurs and aspiring lawyers.
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About Black British Business Awards, Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Nicole Houston
President, Chief Operating Officer of Fluid Credit
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About Fluid Credit: Fluid Credit provides university students with credit and personal finance education.
Michael Ward
Managing Director, COO and CFO of Bain Capital
Michael Ward joined Bain Capital in 2003. He leads our investor relations team and is our Chief Operating Officer and Chief Financial Officer. Prior to joining the firm, Michael Ward worked at Digitas for five years and was responsible for day-to-day management as President and Chief Operating Officer, among other roles. Prior to Digitas, Michael Ward spent four years with Bain & Company and nine years with Price Waterhouse. Michael Ward received an MBA from The Amos Tuck School of Business Administration. He earned a BS in Accounting and Finance and a BAS in Chemical Engineering from the University of Pennsylvania.
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About Bain Capital: Bain Capital is a global alternative investment firm specializes in private equity, venture capital, and credit products.
Nancy Lotane
Chief HR Officer & PE COO of Bain Capital
Nancy Lotane is the Chief HR Officer at Bain Capital.
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About Bain Capital: Bain Capital is a global alternative investment firm specializes in private equity, venture capital, and credit products.
Andrew Weisgall
COO & Co-founder of Spruce Holdings
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About Spruce Holdings: Spruce Holdings aims to improve title insurance assessment and issuance to reduce the time needed to close a real estate deal.
Kathy Nelson
Chief Operating Officer of Cross River Bank
Kathleen Nelson has assumed various roles at Cross River since its inception in 2008.Kathleen possesses over 35 years of experience in the banking industry, in areas of operations, internal audit, risk, loan review, compliance, and BSA/AML compliance, and holds several certifications. Prior to Cross River, Kathleen held various management roles at Bank of New York Mellon, Wells Fargo, and other banking and savings institutions. Nelson graduated from Montclair State University with a MS in Psychology.
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About Cross River Bank: Cross River is a financial institution that offers technology and banking services to consumers and businesses.
Ethan Winchell
Co-founder & COO of Truework
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About Truework: Truework is a one-stop platform that helps banks, lenders, and others verify income and employment.
Peter Spradling
COO and Co-Founder of Marco
Peter Spradling is the COO and Co-Founder at Marco.
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About Marco: Marco provides a tech-enabled financing platform designed for small and medium-sized businesses.
Nick Friedman
Co-Founder and COO/CRO of Accept.inc
Nick Friedman is the co-founder and Chief Operating Officer/Chief Revenue Officer at Accept.inc. He studied mathematics and economics at Williams College before leaving to co-found Accept.inc
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About Accept.inc: The first iLender to level the playing field in real estate by empowering homebuyers to make all-cash offers at no additional cost
Taylor Wamsley
Chief Operating Officer of Cold Start Ventures
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About Cold Start Ventures: Cold Start is a venture builder that incubates and funds mission-oriented companies.
Barry Feierstein
COO of Fundation
Barry Feierstein is responsible for overseeing multiple aspects of the business including marketing, business development, lending operations, servicing, compliance, finance and administration. Barry Feierstein is a highly experienced senior executive having spent more than 25 years operating in both financial and non-financial businesses. Prior to joining Fundation, he held executive roles with Apollo Education Group including Chief Commercial Officer and Chief Business Operating Officer. Prior to Apollo, he served as Executive Vice President of Sales & Marketing at Sallie Mae, Inc., reporting to the CEO. Among his responsibilities was the generation of over $26 billion in annual federal and private loan origination volume. Earlier in his career, Mr. Feierstein worked as a management consultant with McKinsey & Company. He holds a B.A. degree from Tufts University and an MBA from Harvard Business School.
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About Fundation: Fundation enables SMBs access to capital through our bank partners & our own balance sheet. We partner to offer embedded credit.
Mike Tassone
Co-Founder and COO of Own Up
Mike leads the charge for Own Up’s home advisors. Previously, he worked as SVP at a top-50 national lender and co-founded a student lending and financial advisory firm that originated over $4B in student loans. He aims to empower consumers with resources that level the financial playing field.
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About Own Up: Own Up provides a software solution that enables residential lending from various lenders.
Bob Child
Chief Operating Officer of CU Direct
Bob Child, the chief operating officer at CU Direct, oversees the company’s finance, marketing and communications, training, and human resources functions. He is also a member of the organization’s strategic planning team. He has over 11 years’ experience in the financial services industry, with expertise in developing and executing new best practice strategy functions and establishing program management offices.
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About CU Direct: Technology and solutions for dealers and lenders
Rayan Rafay
Co-Founder & COO/CFO of Fraction
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About Fraction, Shalifay: Fraction is a technology-based lending platform focused on making residential real estate affordable, flexible, and liquid.
Thomas Meister
Co-Founder, General Counsel & Chief Operating Officer of NepFin
Tom Meister is the co-founder and COO of NepFin.
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About NepFin: NepFin is a financial services company whose commercial lending platform provides growth capital to mid-sized American businesses
Rulonna Neilson
COO of Community Capital Technology
Rulonna has spent much of her career as an entrepreneur, advisor and executive in early-stage Fintechs, and is experienced in all aspects of growing a startup from inception to scaling, with direct operational, client service and go-to-market leadership skills. Recently, she was Managing Director at Opportunity Network (ON), an international business networking platform for financial institutions and their top commercial and private wealth clients, where she was instrumental in launching ON’s first U.S. institutional partnership and growing the firm’s North American operations. Prior to Opportunity Network, Rulonna was Chief Operating Officer of WealthTouch, Inc., a consolidated financial reporting platform for complex wealth portfolios. As a senior executive at WealthTouch, she drove all aspects of the business, operations and client support services for financial institutions and large family offices seeking to implement the firm’s SaaS reporting solution. She was instrumental in securing, building and supporting relationships with leading global private banks, including Citi Private Bank, UBS, JPMorgan, Credit Suisse and Wells Fargo, as well as with family offices representing many of the wealthiest families in the world. From the time she joined WealthTouch in 2008, to when it was sold in 2014, the company grew AUR (assets under reporting) from $30B to nearly $200B, supporting thousands of investors and their advisors around the globe through the technology platform and operational services. Rulonna’s operations and client service teams were responsible for ensuring the delivery of complete, accurate, and timely reporting to all of the users. In addition to her operational role, she was responsible for working with WealthTouch’s CEO and Board in restructuring and recapitalizing the firm and then successfully selling the company to Archway Technology Partners, a SaaS family office accounting platform, which resulted in a 4.5x return on capital in under 14 months. Archway in turn was subsequently acquired by SEI in 2017, and now operates as “SEI Archway”. She received a B.A. in Government, with honors, from Harvard College and has completed the advance studies program in international politics and economics at Cambridge University, U.K.
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About Community Capital Technology: Community Capital Technology is a provider of digital loan trading exchange and business intelligence platform.
Abb Kapoor
Co-Founder & COO of Curu
Abb Kapoor is driven by his desire to change the world. he pursue this aspiration through a career in entrepreneurship where he allow himself to take control of his personal growth. His venture Curu is the robo-advisor for credit. their mission is to help consumers become smarter spenders and make the himstified concept of credit effortless. he co-founded Curu as the COO in the summer of 2015.
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About Curu: Curu enables lenders to open more accounts by showing users the actions necessary to meet eligibility for their financial goals.
Guru Dharam Khalsa
Co-Founder & COO of MK Decision
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About MK Decision: MK Decision’s mission is to help community financial institutions thrive by receiving more deposits and more loans.
Elisa Moss
Founder & Chief Operating Officer of Momentum Funding
Elisa Moss is the Founder & Chief Operating Officer at Momentum Funding, LLC.
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About cartiga, Momentum Funding: Momentum Funding LLC is a national legal finance company headquartered in Boca Raton, Fla
Jose Bazbaz
COO of Vola
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About Vola: Vola utilizes users existing transaction data to help them get small advances, save and build their credit scores.
Yang Cao
Chief Operating Officer and Chief Technology Officer of Yirendai
Yang Cao brings with him more than 19 years of experience in building, scaling, and growing successful technology companies in both Silicon Valley and China. Prior to joining Yirendai, Mr. Cao was the general manager of Asia-Pacific operations at xAd, a leading mobile location advertising technology platform, where he led the efforts to start, build, and grow xAd’s technology and business in the region. Prior to that, Yang Cao served as chief technology officer of Zhubajie Network, where he joined through the acquisition of Julu Mobile, a mobile technology company co-founded by him. Cao also served as chief technology officer of WhitePages, and held technology executive positions at TokBox and StarCite. Yang Cao brings with him more than 19 years of experience in building, scaling, and growing successful technology companies in both Silicon Valley and China. Prior to joining Yirendai, Mr. Cao was the general manager of Asia-Pacific operations at xAd, a leading mobile location advertising technology platform, where he led the efforts to start, build, and grow xAd’s technology and business in the region. Prior to that, Yang Cao served as chief technology officer of Zhubajie Network, where he joined through the acquisition of Julu Mobile, a mobile technology company co-founded by him. Cao also served as chief technology officer of WhitePages, and held technology executive positions at TokBox and StarCite. Yang Cao received Master of Science degree in Electrical Engineering from Stanford University, and Bachelor of Science in Physics from Peking University.
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About Yirendai: Yirendai is the consumer finance arm of Chinese peer-to-peer (P2P) lender CreditEase.
William P. Lackey, Jr.
EVP & COO of Community First Bank
William P. Lackey, Jr. serves as the Executive Vice President and Chief Operating Officer at Community First Bank.
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About Community First Bank: Community First Bank is a commercial banking company that provides banking and financial services.
Phillip Ahn
Chief Operating Officer and Chief Financial Officer of Great American Group
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About Great American Group: Great American Group provides asset disposition, valuation, appraisal, and commercial lending services for enterprises.
Elvina Kang
COO and Co-founder of Savvyy Studio
Elvina Kang is the COO and Co-founder at Savvyy.
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About Savvyy Studio: Savvyy provides modern technology to help banks and other lenders underwriter and service mortagage.
Jason O’Reilly
COO/CFO of DrawBridge Lending
Jason O’Reilly is the COO and CFO at DrawBridge Lending.
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About DrawBridge Lending: DrawBridge offers a lending loans with no margin calls backed by Bitcoin holdings.
Roland Mansilla
Co-Founder, COO & CFO of Safely Finance
Roland Mansilla is the Co-Founder, COO, and CFO of Safely Finance.
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About Safely Finance: We turn large up-front rental costs into approachable multi-month payments
Cynthia Wood
COO & Co- Founder of Bee Mortgage App
Co-Founder & COO Bee Mortgage App
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About Bee Mortgage App: For home buyers by mortgage pros.
Lynette Pang
Chief Operating Officer of LENDonate
Lynette joins LENDonate after a distinguished career in investment management. She was a member of the disciplined equity team at American Century Investments for 20 years and served as a portfolio manager for over a decade. In addition to her portfolio management responsibilities, Lynette served as the liaison between the Investment team and IT developers and led business continuity and internal audit efforts. Prior experience includes performance reporting and analytics and client support at MSCI Barra and State Street Bank. Lynette’s commitment to the community includes volunteer work such as tax return preparer for low-income households, support line phone counselor, theatre-maker at community theaters, and training coordinator for classroom music education program. Her non-profit experience also includes having served as a board member for Stage 1 Theatre (3 years), and Music For Minors II (7 years). Lynette graduated from the University of California, Davis with a BS in Agricultural and Managerial Economics and a minor in statistics. She is a Chartered Financial Analyst® (CFA) charterholder.
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About LENDonate: LENDonate connects investors and philanthropists with nonprofits.
Rob Griffin
COO of Bristlecone Holdings
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About Bristlecone Holdings, Synchrony Financial: Bristlecone Holdings is engineering the next generation of financial technologies.
Lisa Young
Chief Operating Officer of Alexander Anderson Real Estate Group
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About Alexander Anderson Real Estate Group, The Corcoran Group: Alexander Anderson Real Estate Group offers property development, property management, real estate investment & commercial lending services.