Michael Montera
Michael focuses on managing our day-to-day financial performance and developing strong internal controls and financial reporting tools. He holds an MBA and is a licensed CPA, bringing over 40 years of financial leadership experience across organizations ranging from the Department of Defense to multinational corporations and small businesses. His work ensures a clear, accurate view […]
Karan Bhalla
Karan guides us with a vision to level the playing field for small and mid-size institutions, empowering them to implement sustainable data strategies. With over two decades of experience in implementing data analytics, AI, and sustainable strategies in financial services, Karan has collaborated with industry giants like Capital One, PenFed, and AmEx, leading global teams […]
