Q2 to Acquire Cloud Lending. So What?
The mashup of transactional digital banking and digital sales is well underway in the market, as is evidenced by last week’s announcement by Q2 of its intent to acquire Cloud Lending Solutions.
Scott Sommer is a founder of Cornerstone Advisors and specializes in strategic planning, mergers, and acquisitions. Sommer’s prior experience includes
Terence Roche is a founder of Cornerstone Advisors. He specializes in strategic planning, payments, system selections, and human resources. His
Steve Williams is a founder of Cornerstone Advisors and leads the firm’s Strategic Planning practice. Steve’s prior experience includes being
Cornerstone Advisors has Carl Faulkner to thank for the nationally recognized reputation of its technology planning. Prior to founding Cornerstone,
Bob Roth leads Contract Negotiations and Payments for Cornerstone Advisors. Bob has negotiated hundreds of contracts with industry vendors resulting
Eric Weikart leads Performance Solutions for Cornerstone Advisors. Eric quarterbacks a team specializing in improving performance, processes, and operating efficiency
Brad Smith leads Technology Solutions for Cornerstone Advisors including vendor performance management, technology assessments, systems selections, implementations and conversions. He
Quintin has nearly 30 years of technology and operations experience in financial services companies. He has served in multiple executive
Sam Kilmer specializes in bank strategic & delivery planning as well as advisory for fintech, vendors and investors at Cornerstone
Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts, including
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Andrea Lipo leads operations and information technology at Cornerstone Advisors. She leads process improvement, program management, strategy, and customer service
Susan Mounts specializes in creating company cultures, recruiting exceptional talent, leading and managing people, building high performing teams, and increasing
Onker Basu is a senior leader with over 25 years of banking and consulting experience and has been consistently recognized
Jim Burson specializes in strategic and Delivery Channel planning at Cornerstone Advisors. Jim helps clients achieve improved revenue performance and
Steve Carroll specializes in technology with a focus on risk assessments and program development at Cornerstone Advisors. He helps clients
Tim Daley specializes in channels, mobile, and web banking at Cornerstone Advisors. Tim helps clients navigate shifting channel preferences and
Tony is a 20+ year seasoned senior financial services executive with a track record of managing product, operational and analytical
Niel Devasir is an accomplished executive leader bringing 20 years of financial services experience to Cornerstone Advisors. Niel has a track
Joe Ganzelli Sr. specializes in Commercial and Small Business lending and in identifying related process efficiencies, enterprise-wide revenue accretive strategies
Brandi Gregory has over 15 years of experience working in the financial services industry with an emphasis on relationship management,
Brian Hagan brings to Cornerstone Advisors more than 25 years of experience as a senior financial executive responsible for improving
Scott Hodgins specializes in system selections and contract negotiations at Cornerstone Advisors. His prior experience includes national bank examiner for
Vincent Hui specializes in strategic planning and leads the Merger & Acquisition and Risk Management practices for Cornerstone Advisors. Vincent’s
Daryl Jones specializes in consumer lending, mortgage lending, performance and process improvement at Cornerstone Advisors. Daryl helps clients by leading
Mike Langenkamp specializes in technology and system selections at Cornerstone Advisors. He helps clients complete unemotional, informed decisions. His prior
Michelle brings over 20 years of bank leadership experience specializing in project management, process improvement, budgetary controls, change management, delivery,
Butch Leonardson leads IT Leadership and CIO Coaching at Cornerstone Advisors. Butch has helped numerous organizations improve leadership effectiveness. His
Ryan Myers specializes in process improvement, strategy, and customer relationship management systems at Cornerstone Advisors. He helps clients achieve better
Joel Pruis specializes in commercial lending, small business lending, and performance improvement at Cornerstone Advisors. He has helped numerous financial
Ryan Rackley specializes in contract negotiations, payments, mergers, branches, and technology at Cornerstone Advisors. He helps clients reduce vendor costs
Melissa Rogers specializes in performance and process improvement at Cornerstone Advisors. Melissa helps clients facilitate the discovery, evaluation and planning
Ted Thames specializes in strategic planning at Cornerstone Advisors with a focus on field of membership expansion, charter changes, mergers,
Jim Trautwein specializes in information technology at Cornerstone Advisors. He has helped several financial institutions gain value and performance from
Alison Van Pelt specializes in implementations, conversions, and project change management at Cornerstone Advisors. She helps clients transform their current
Ryan Brogan specializes in contact center and lending performance improvement and benchmarking for Cornerstone Advisors. He helps financial institutions outperform
James is a senior consultant in our Contract & Payments solution area. James is a results-focused professional with over 14
Steve Koenemann specializes in technology, implementations/project management and system selection at Cornerstone Advisors. Steve’s prior experience includes chief technology officer
Nick Lane is the product manager for Cornerstone’s vendor management practice. In this role, he assists clients in assessing their
Kaleb Seymour specializes in strategic planning, channels, mergers, and wealth management at Cornerstone Advisors. He helps solve complex problems and
Mike Armbruster specializes in contract negotiations, technology, implementations and conversions at Cornerstone Advisors. Mike helps clients execute successful conversions and
Mark Carron specializes in conversions and information technology at Cornerstone Advisors. Mark has helped a number of financial institutions assess
Bill McFarland specializes in conversions, mergers, operations, and processing performance at Cornerstone Advisors. Bill has helped several financial institutions achieve
Glenda Reed specializes in branch, deposit, and loan operations and related process improvement for Cornerstone Advisors. Glenda’s prior experience includes
Michael specializes in Telecom/ATM contract negotiations by helping clients realize Telecom savings potential through consolidation and/or merging of new technology
Kristen Bailey specializes in technology risk assessments at Cornerstone Advisors. She helps clients understand vendor documents and identifies risk for
As an Analyst at Cornerstone Advisors, Matt works on a variety of client engagements as a member of the Technology
Devin Crow is a Project Administrator for Technology Solutions at Cornerstone. In her role, Devin supports her team on multiple
Maria Dimas-Garcia specializes in large-scale multi-faceted project management system selections and implementations within the technology practice area at Cornerstone Advisors.
Geoff Gray is an Analyst at Cornerstone Advisors in the Contracts and Payments solution area. Geoff spent 12 years at
Tristan Green specializes in strategic planning at Cornerstone Advisors. Tristan’s prior experience includes retail sales management and business development. Tristan
Linette Harris specializes in analysis for the Cornerstone Performance Report studies and related research at Cornerstone Advisors. She helps financial
Kevin Knighton is a Project Coordinator at Cornerstone Advisors. He provides project management oversight to ensure all teams are working
Thomas Milillo specializes in performance, process improvement, and lending at Cornerstone Advisors. Thomas helps clients achieve greater efficiency and profitability
As an Analyst at Cornerstone Advisors, Michael specializes in Lending Solutions and works on a variety of client engagements as
Bernita Stephans specializes in data analysis and project coordination with a focus on contract negotiations at Cornerstone Advisors. She is
Vishnu is an analyst at Cornerstone Advisors in the Strategy & Execution Solution area. His focus is on process improvement
As a Solution Operations Manager at Cornerstone Advisors, Ben relies on his strong analytical, communication and organizational skills to support
Beth Dalton specializes in technology at Cornerstone Advisors. Her operational role for the team is managing internal commitments including marketing,
Tracey Viloria specializes in the organization of people and processes at Cornerstone Advisors. She helps colleagues by managing internal commitments
Jen Wagner specializes in contract negotiations with an emphasis on payments, marketing and training at Cornerstone Advisors. Jen focuses on
Christy Callebaut is a Solutions Operations Coordinator for Strategy & Execution at Cornerstone. Christy provides administrative support to the team
Kim Frances specializes in administration and project coordination with a focus on schedule management at Cornerstone Advisors. She is responsible
Amanda Garrett specializes in administration and project coordination with a focus on technology at Cornerstone Advisors. She is responsible for
Chantell Williams specializes in project management and client communications at Cornerstone. Chantell has strong organizational and problem-solving skills, and has
Ryan Foster specializes in digital marketing at Cornerstone Advisors. He manages Cornerstone’s online presence and digital communications through the use
Michelle Gothan is a Marketing Coordinator at Cornerstone. She provides administrative support to our Marketing team along with our Research
As Design and Editorial Director, Cate Pitts ensures that Cornerstone’s publishing and promotional activities consistently reflect the company’s brand and
Emily Waite connects communities and leads Executive Roundtables at Cornerstone Advisors. The small, private roundtables of bank and credit union
Thomas Borjon specializes in database management, operations, and technology at Cornerstone Advisors. His clients are his co-workers and he helps
Tatiana has spent the last 11 years at the international law firm, Denton US LLP, as an Executive Assistant /
Stephanie Olsen is an Administrative Assistant at Cornerstone Advisors. Her responsibilities include freeing up time for colleagues to complete their
Robin Putnam specializes in operations, reporting, events, and special projects at Cornerstone Advisors. She coordinates several efforts across the firm
Ayo Sodimu is a Business Intelligence Developer at Cornerstone Advisors. He provides technology BI development and solutions across the organization.
The mashup of transactional digital banking and digital sales is well underway in the market, as is evidenced by last week’s announcement by Q2 of its intent to acquire Cloud Lending Solutions.
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