|
|
Save the Date! |
Spring Meeting & Workshop
March 15-17, 2009 Austin, TX
|
|
|
you are here: AFT-About AFT-Board Roster
|
 |
President
David O'Malley |
Vice President, National Sales Manager
Open Solutions 212 Queenanne Club Dr.
Stevensonville, MD 21666
Work: 410-643-1135
Fax: 410-643-1136
Cell: 443-570-1795
Email: david.omalley@opensolutions.com
Term Expires: 2009
David T. O’Malley developed a broad background from the ground up in the financial services technology industry holding roles in executive management, senior sales management, channel management, change management, Top 100 FI solution sales, business process outsourcing, strategic planning, financial control, Chapter 11 reorganization and corporate banking. O’Malley spent the past three years in various leadership roles within Metavante Technologies Inc’s (MV:NYSE) central sales organization most recently as Vice President, Senior Managing Director and a Corporate Officer within the Enterprise Sales Group. O’Malley lead a senior team responsible for $60/mm in net new revenues out of a group total of $120/mm representing sales activities within the Global 100 FIs across all Metavante traditional banking and payments products and service lines. Serving as the Company liaison to a $1.5 trillion Dollar Global FI as well as advising on several domestic top 25 FIs projects, O’Malley and his team were responsible for piloting and test marketing new solutions such as mobile payments and Business Process Outsourcing. In addition to sales, O’Malley and his team were responsible for assembling, building and guiding company wide sales matrix organizations which included all account relationship activities across the Metavante Companies and acquisitions. Prior to joining Metavante O’Malley served as Vice President of Sales for TREEV, LLC., an independent software development company later acquired by the Metavante Corporation. During his ten years with TREEV O'Malley served as Vice President of Sales for the Emerging Business Group he formed serving large national financial services firms. Preceding this he ran The Business Alliance Program as Director of Business Development forming and managing strategic partnerships with firms such as The BISYS Group, The Kirchman Corporation, Security First and many others. Prior to running business development O’Malley was a Sr. Sales Executive holding several honors for performance and recognized for some of the largest contracts in the company's history. O'Malley has also held financial management positions in New York City with Citibank, N.A/Citigroup in their International Corporate Finance Division, Aetna/US Healthcare as a group finance manager and with The Bertelsmann Group A.G., as an international revenues, royalties and financial control analyst. Based on Kent Island near Annapolis, Maryland on the beautiful Chesapeake Bay, David and his wife Carolyn have two sons, are very active in the local church, schools and community and are avid boaters, divers and outdoor activity enthusiasts.
|
 |
Vice President and Program Chair
Robert Ezell |
VP Product Mkt
Computer Services Inc
3901 Technology Drive
Paducah, KY 42001-5201
Work: 270-442-7361
Fax: 270-575-6286
Cell: 270-210-0140
Email: bezell@csiweb.com
Term Expires: 2009
Bob Ezell is the Vice President of Product Marketing for Computer Services, Inc. which provides service and software solutions for the community banks. Bob is responsible for product development and marketing at CSI on a variety of products. Bob has been with CSI for 18 years and has over 21 years of experience in the financial services industry. Bob is a graduate of Murray State University. Bob is a graduate of Leadership Paducah.
|
 |
Director and Member Services Committee Chair
Marco Bernasconi |
VP Customer Support
COCC
1135 Darling Drive
Avon Park South
Avon, CT 06001
Work: 860-678-0444
Fax: 860-678-9727
Cell: 860-508-2657
Email: marco.be@cocc.com
Term Expires: 2009
Marco Bernasconi is an Assistant Vice-President in Customer Service with COCC and brings 18 years of experience in the financial services industry to this role. During his thirteen years with the company he has played a pivotal part in strengthening client relationships and managing partnerships with strategic product vendors. Marco managed the nationally recognized initiative to convert COCC’s entire client base from mainframe platform to its open architecture and core processing environment, INSIGHT. Prior to this Mr. Bernasconi was responsible for the development and implementation of an innovative loan training program that promoted maximizing the clients return on their technology investment. Marco holds a Bachelors degree from Eastern Connecticut State University in Finance and Economics with a minor in Marketing. Based in Avon, CT Marco and his wife are the parents of five-year-old fraternal twins and are active in local events.
|
 |
Director and Marketing & Public Relations Committee Chair
Romir Bosu |
CEO
Compushare Inc
Three Hutton Centre Dr.
Suite 700
South Coast Metro, CA 92707
Work: 714-427-1000
Fax: 714-241-1270
Cell: 714-225-0728
Email: rbosu@compushare.com
Term Expires 2009
As Founder, President and CEO of Compushare, Bosu is responsible for overseeing all aspects of the rapidly growing IT Services company. This includes strategic management of key client relations and the company’s overall direction, service delivery and finances. Bosu founded Compushare in 1995.
Under Bosu’s leadership the company expanded its market reach to community based financial institutions nationwide. With over 500 clients, his company stands alone today as the only financial services provider with dominate market share in California, Texas, the Mid West, and New England communities.
The company has remained profitable during it’s history and will continue to expand executing a duel strategy of internally funded expansion and strategic amalgamation of competitors or their business units. Started in 2005 with the acquisition of the Pifer Company of Philadelphia, Compushare plans to operate in 10 major communities by 2010 and hold service contracts with at least 2000 clients.
Mr. Bosu is an avid golfer, beach comber, community advocate and holds a Bachelor’s degree in Accounting. Romir currently resides in Orange County, California with his wife and three children.
|
 |
Director and Membership Committee
Randy Fluitt |
EVP-Payment Services
Fidelity National Information Services
Building A-172
8200 Cameron Rd
Austin, TX 78754
Work: 407-551-8576
Fax:512-339-1330
Cell: 512-940-5448
Email:randy.fluitt@fnis.com
Term Expires: 2010
Randy is Executive Vice President, responsible for the Payment Services Division of Fidelity National Information Services, Inc. (FIS)
Randy’s career began with Southwest Bankshares where he quickly moved into a senior position managing statewide data processing and operations. He subsequently joined ACS and was the company’s first executive vice president. He participated in several acquisitions, an IPO, a name change to MTECH and the company’s acquisition by EDS.
Randy was later recruited as president of Bankline, Inc., which doubled in size and was acquired by SLMsoft.com, at which time Randy assumed the expanded role of EVP/worldwide sales and marketing. (InterCept acquired Bankline)
With FIS’ acquisition of InterCept, the company gained the expertise of Randy, a senior-level leader with proven abilities to maximize the results associated with delivering outsourced products and services.
Randy was educated in programming and data processing and also earned a Bachelor of Theology in Christian Education.
|
 |
Treasurer
Dave Foss |
General Manager
Jack Henry & Associates
1021 Central Expwy South
Allen, TX 75013
Work: 972-359-5101
Fax: 972-359-5150
Email: dfoss@jackhenry.com
Term Expires: 2010
David Foss is General Manager of ProfitStars, a division of Jack Henry & Associates. ProfitStars provides specialized solutions to banks and credit unions of all sizes and core processors. In this role he is responsible for all sales and operations of the current ProfitStars solutions, the acquisition of additional companies, and for the integration of acquired companies into the ProfitStars suite of solutions.
Prior to assuming his current role, he has served as General Manager of the Complementary Solutions Group, and President of the Open Systems Group at Jack Henry and Associates.
Dave began his career in 1985 at NCR as a Systems Engineer writing, installing, and supporting core and ancillary banking solutions. He joined Advanced Computer Systems (ACS) in 1989 as a sales manager marketing banking solutions to community banks in the upper Midwest. In 1993 Dave left community banking for a few years to become BancTec’s Vice President of Professional Services and later Vice President of Operations managing large remittance processing solutions. In 1999 he arranged the sale of BancTec’s community banking division to Jack Henry and Associates and joined JHA at that time.
He lives in Dallas with his wife and 3 sons.
|
 |
Director and Marketing & Public Relations Committee
Mark Heys |
VP/National Sales Mgr.
IPS-Sendero
230 Scientific Dr. Suite 800
Norcross, GA 30092
Work: 800-879-1996 ext. 202
Fax: 770-409-1735
Cell: 770-653-4100
Email: mark.heys@ips-sendero.com Term Expires: 2011
Mark Heys is Vice President and National Sales Manager for IPS-Sendero in Atlanta, Georgia. Mark is responsible for the company’s direct sales team in the U.S. and Canada. The IPS-Sendero sales team has provided consultative guidance to thousands of financial institutions, helping them to improve their financial accounting, reporting, and profitability management functions.
Over his 15-year tenure with the company, Mark has served in product management, client services, and sales roles.
Prior to IPS-Sendero, Mark was employed with First Union Corporation (now Wachovia) in Atlanta, where he was responsible for operational process analysis in the areas of lending operations, branch operations, and financial reporting.
Mark holds Bachelors and Masters degrees in Finance from Georgia State University.
|
 |
Director and Marketing & Public Relations Committee
Terry McMullen |
General Manager-E Services
Jack Henry & Associates
7800 Willow Chase Blvd.
Houston, TX 77070
Work: 281-517-8000
Fax: 281-517-8001
Cell:
Email: tmcmullen@jackhenry.com
Term Expires: 2011
Terry McMullen has over 30 years experience in the financial services industry. He began his career in 1977 working in data center operations while attending college at Northeast Louisiana University. During this time he was able to obtain a wealth of knowledge in the outsourcing business that later was found to be very instrumental in his career.
He joined Bank Systems Company, an in-house banking software provider in 1984 where he held management positions in Customer Support, Implementations, and Product Development. In 1989 he opened a new data center for the company that was designed to change the way outsource solutions were once delivered by offering an in-house software solution in an outsourced model. This data center was the start of what today is Jack Henry & Associates’ OutLink Data Centers.
In 1990 Broadway & Seymour acquired the company and he was named Director of Outsourcing Services where he continued to focus on growing the outsourcing business. Five years later, Jack Henry and Associates acquired the community banking division of Broadway & Seymour and he was named National Manager, OutLink Data Centers. In 2001, he was named General Manager of Electronic Services where he is responsible for the OutLink Data Centers and the PassPort EFT Solutions.
Today, the OutLink Data Center business provides services for over 500 clients that generate over $125 million in annual revenues. This is accomplished with 400 dedicated employees through six data processing centers and twenty-three image processing centers.
The PassPort EFT business provides comprehensive EFT solutions for over 700 clients that generate over $115 million in annual revenues. In 2007 there were over 850 million transactions processed by the PassPort switch.
|
 |
Director and Membership Committee Chair
Steve Proud |
Vice President
RDSI Banking Systems
2186 Kemmerer Lane
Bolingbrook, IL 60490
Work: 815-230-4909
Fax: 815-230-4929
Cell: 419-260-2234
Email: steve.proud@rdsidata.com
Term Expires: 2010
Steven Proud, Vice President; Regional Sales Manager joined RDSI Banking Systems in August of 2004. Steve has over 30 years of Bank Data Processing experience. Prior to joining RDSI, Steve spent 15 years in sales and relationship management for Aurum Technology/GFS/On-Line Financial Services in Oakbrook, Illinois. His entire career has been devoted to serving the financial community. His extensive experience has focused on sales, customer service, consultative analysis and product implementation.
Steve has served on various financial community service organizations and is a Past President of the Chicago Chapter of Financial Managers Society. He earned a Bachelor of Arts from Southern Illinois University and currently makes his home in Naperville, Illinois.
|
 |
Immediate Past President & Scholarship Chair
Kathleen Roberge |
SVP Business Development
Perimeter eSecurity
440 Wheelers Farms Rd., Ste 202
Milford, CT 06360
Work: 203-541-3404
Fax: 203-371-8926
Cell: 203-257-0027 (toll free)
Email: kroberge@perimeterusa.com
Term Expires: 2009
Kathleen Roberge is Senior Vice President of Business Development at Perimeter Internetworking, a nationwide provider of managed security services for financial institutions. Ms. Roberge joined Perimeter in 1999 and is responsible for developing and managing the Direct Sales Group, Channel Development Group and the Marketing Group. Earning a BA in Marketing and Communications from Fairfield University in CT, Kathleen’s experience includes sales management and training, business alliance development, direct sales and marketing, and new product development from the financial market. Kathleen resides in CT with her husband and two children.
|
 |
Director & Program Committee
Kevin Tweddle
|
Chief Operating Officer
Bancintelligence
1301 Hightower Trail Suite 310
Atlanta, GA 30350
Work: 678-323-3228
Fax: 678-323-3250
Cell: 770-315-5384
Email: ktweddle@bancintelligence.com
Term Expires: 2011
Mr. Tweddle joined BancIntelligence.com in July 2004 as the CFO and Bank Strategist. In January 2006, Mr. Tweddle was promoted to Chief Operating Officer with responsibility for accounting, marketing and sales for the company. BancIntelligence.com is the banking industry’s only complete online advisory solution. BancIntelligence.com has combined extensive industry data with the thought processes of the most experienced bank advisors to create an automated, online advisory solution. BancIntelligence.com, acquired by Fiserv in October 2007, serves as advisor to over 600 community banks across the country. Prior to joining BancIntelligence.com, Mr. Tweddle spent five years as CFO and CIO of The Bankers Bank. Mr. Tweddle also spent nine years with Porter Keadle Moore LLP last serving as an Audit Principal with the Firm. A graduate of Stetson University in 1988 with a Bachelor of Science degree in Business Administration & Accounting, Kevin also is a licensed Certified Public Accountant in the States of Georgia and Florida. He has been a member of the Georgia Society of CPAs since 1990 and has served as a member and Chairman of the Financial Institutions Committee of the Georgia Society of CPAs. Mr. Tweddle is a member of numerous national and state industry organizations across the country focused on community banks. Mr. Tweddle is a frequent speaker and has published several articles on a number of community banking topics for banking associations across the country, including, the Independent Community Bankers Association, Florida Bankers Association, Community Bankers Associations of Georgia, Indiana and Illinois, California Independent Bankers Association, Georgia and Texas Society of CPA’s and the Financial Managers Society. He lives in Suwanee, Georgia with his wife and three daughters
|
| Executive Staff |
 |
Executive Director James R. Bannister
|
Jim Bannister has been Executive Director for 32 years.
Mr. Bannister’s 30 years of association management experience also includes service as Executive Director of the Hogan Users Group (HUG), MISER Users Group (MUG) and North American NCR Financial Users Group (NANCRFUG).
Jim’s knowledge of the industry, together with his management and leadership skills, stature in banking circles and among regulatory agencies is a valuable asset to AFT.
|
 |
Managing Director Denise Hill |
Denise handles most of the day-to-day administrative matters for the Association including accounting, database management, and membership and member services. She also assists in the planning and management of the Association’s biannual meetings. |
| |
|
|