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THE TOP 100 FINANCIAL SERVICES EXECUTIVES OF 2021

Posted On : November 29, 2021 Published By : Alumni Spotlight

Alumni Spotlight is pleased to announce The Top 100 Financial Services
Executives of 2021. This award recognizes individuals who are leading financial
services companies that are continuously driving best-in-class initiatives.
During the extraordinary times of the COVID-19 pandemic, these individuals have
stayed true to their passion by fostering economic growth through continuous
challenges. The awardees featured have a strong track record in the industry
serving in credit unions, banks, investment firms, retirement planning, tax
services, financial advising, mortgage lending, wealth management and insurance
solutions.

Top performing executives demonstrate market awareness, a hunger to learn,
analytical skills, the ability to innovate and a consistent drive to succeed.
Olugbenga Agboola of Flutterwave is dedicated to connecting the entire continent
of Africa with the global economy by building a payment infrastructure for
businesses and banks who want to provide a more seamless and secure payment
experience for their customers. Peter Dunn of Happy Money leads a team of
financial advisors that are solely focused on helping individual borrowers
become savers by enabling them to pay off credit cards. Meanwhile, Kim Luu-Tu
serves the community by leading Generations Wealth Management with the goal of
preparing individuals for a solid and secure financial future through retirement
income planning, investments, insurances and more.

Please join us in celebrating the achievements of the Top 100 Financial Services
Executives of 2021.

 

1. Tim Spence
Fifth Third Bank

Tim Spence is the President of Fifth Third Bank. He first joined the company in
2015 as Executive Vice President and Chief Strategy Officer. Headquartered in
Cincinnati, Ohio, Fifth Third Bank specializes in small business, retail
banking, investments, and mortgages. They are one of the largest consumer banks
in the Midwestern United States and operate in Ohio, Kentucky, Indiana,
Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia, and North
Carolina.

Previously, Spence was a Partner at Oliver Wyman. For many years he worked in
finance and strategy with start-up AdTech companies in the growth stage. Spence
earned an undergraduate degree from Colgate University.

 

4. Dan Rollins
BancorpSouth

Dan Rollins began his professional career 43 years ago. Today, he is the
Chairman of the Board and Chief Executive Officer of BancorpSouth. BancorpSouth
engages in conducting general commercial banking, trust, and insurance
businesses through offices in Alabama, Arkansas, Florida, Louisiana,
Mississippi, Missouri, Tennessee, Texas, and Illinois.

In 1973 Rollins served as the President and Chief Operating Officer at Southwest
U.S., his most recent position prior to joining BancorpSouth. Rollins graduated
from the University of Texas with an undergraduate degree in Finance.

 

6. Kim Luu-Tu
Generations Wealth Management

Kim Luu-Tu is a Private Wealth Advisor and Chief Executive Officer of
Generations Wealth Management, a private wealth advisory practice of Ameriprise
Financial Services, LLC. The diverse team of advisors at Generations Wealth
Management focuses on comprehensive advice, where Luu-Tu leads and works
alongside her team to develop solutions for clients' needs and goals. Her areas
of focus include but are not limited to retirement income and planning
strategies, investments and insurance planning.

Luu-Tu’s dedication to her profession has earned her national recognition across
several renowned publications such as, Forbes Top Women Wealth Advisors, 2017 –
2020 and Forbes, Best-in-State Wealth Advisors, 2018-2021, 2004-2016 and more.
She is a Certified Financial Planner Professional and a Chartered Retirement
Planning Counselor, both earned through CFP Board. Luu-Tu received her degree in
finance from George Mason University before starting her own financial planning
practice in 1997.

 

10. Marty Flanagan
Invesco Ltd.

Marty Flanagan began his professional career 35 years ago. Today, he is the
President and Chief Executive Officer of Invesco Ltd. Invesco is an independent
global investment management firm dedicated to delivering an investment
experience that helps people get more out of life.

In 1986 Flanagan served as an Executive Vice President, Chief Operating Officer
and member of the board of directors at Templeton, Galbraith & Hansberger, Ltd.
He eventually rose to Co-President and Co-Chief Executive Officer at Franklin
Resources, Inc., his most recent position prior to joining Invesco. Flanagan
graduated from Southern Methodist University with an undergraduate degree in
Business Administration.

 

15. Steven Brod
Crystal Capital Partners

Steven Brod is the Chief Executive Officer of Crystal Capital Partners. He first
joined the company in 1999. Crystal Capital Partners is exclusively focused on
alternative investments and has revolutionized customized hedge fund investing
by delivering comprehensive investment solutions to all advisers, consultants,
financial institutions and eligible investors. They provide their clients with
access to CrystalToolsTM, a full suite of web-based quantitative analytics,
qualitative research and operational due diligence.

Brod earned a master’s degree in Business Administration from the University of
Miami.

 

16. Heath Campbell
Truist

Heath Campbell is the President for the Greater Charlotte Metrolina Region of
Truist. He first joined the company in 2019 and leads the Community Bank for the
region. Truist, formed when BB&T and SunTrust joined, works to inspire and build
better lives and communities. With their combined resources, collective passion,
and commitment to innovation, they are creating a better financial experience to
help people and businesses achieve more.

Previously, Campbell was a President of the Georgia Region at BB&T. Earlier in
his career he worked with Wells Fargo as a Business Banking Specialist. Campbell
earned an MBA from the University of Maryland - Robert H. Smith School of
Business and an undergraduate degree from the University of North Carolina at
Wilmington.

 

21. Hunt Worth
Oppenheimer & Co.

Hunt Worth is the President of Oppenheimer & Co. He first joined the company in
2007 as a Senior Vice President before moving on to Chief Trust Officer and
Chief Operating Officer. Oppenheimer & Co. Inc. is a leading national investment
boutique with over a century of tradition. They are proud of its reputation as a
firm that helps individuals, families, corporate executives, foundations and
endowments, charities, pension plans, businesses, and institutions.

Prior to joining Oppenheimer & Co., Worth was the Vice President and Senior
Trust Advisor for Wachovia Trust Group and before that was a Vice President and
Senior Trust Advisor for PNC Bank. Worth spent time as an Attorney for Hill,
Ullman & Erwin LLP early on in his career. Worth graduated from Tufts University
with a bachelors degree, from Fordham University with an MBA and from Pace
University with a JD.

View the complete list of awardees.

 

24. Kristina Staples
ACA Group

Kristina Staples is the Managing Director of ACA Group, the leading governance,
risk, and compliance advisor in financial services. They partner with their
clients to help them mitigate the regulatory, operational, and reputational
risks inherent in their business functions. Staples has 32 years of experience
in the financial services industry. She began her career in 1989.

Before joining ACA Group, Staples was a Global Chief Compliance Officer at J.E.
Robert Companies and before that a Senior Principal Consultant at ACA Compliance
Group. Earlier in her career he worked with Merrill Lynch as a Financial
Consultant. Staples graduated from The London School of Economics and Political
Science with an LLM in Corporate Finance and Banking, from Gonzaga University
School of Law with a JD in Tax Law, and from the University of Washington with
an undergraduate degree in Business Administration.

 

27. John Carson
Raymond James

John Carson is the President of Raymond James Financial. Raymond James Financial
is a Florida-based diversified holding company providing financial services to
individuals, corporations and municipalities through its subsidiary companies,
engaged primarily in investment and financial planning, in addition to capital
markets and asset management. Carson has 27 years in the financial services
industry. He began his career in 1994.

Before joining Raymond James Financial, Carson was a Chief Executive Officer at
Morgan Keegan. Carson graduated from the Harvard Business School with an MBA and
from Dartmouth College with an undergraduate degree.

 

33. Anthony Marino
Fiserv

Anthony Marino began his professional career 30 years ago. Today, he is the
Executive Vice President and Chief Human Resources Officer of Fiserv. Fiserv is
a leading global technology provider serving the financial services industry,
driving innovation in payments, processing services, risk and compliance,
customer and channel management, and business insights and optimization.

In 1991 Marino served as a Director of Human Resources at PepsiCo. From there,
he went on to Honeywell, before eventually rising to Executive Vice President
and Chief Human Resource Officer at Guardian Life, his most recent position
prior to joining Fiserv. Marino graduated from Ohio University with an
undergraduate degree in Business Administration.

 

42. Brent Turner
Liberty Tax

Brent Turner began his professional career 27 years ago. Today, he is the Chief
Executive Officer of Liberty Tax. Founded in 1997, Liberty is one of the largest
tax preparation service providers in the United States. Since its inception,
they have provided friendly, professional tax services to nearly every community
in the country.

Previously, Turner has served as Founder and CEO of Motus Advisors. Prior to
founding Motus Advisors, Turner served as Executive Vice President, Head of
Consumer Lending and Tax for MetaBank. Earlier in his career he served as
Founder and CEO of Specialty Consumer Services LP, substantially all of the
assets of which were acquired by MetaBank and its holding company, Meta
Financial Group, Inc., in November 2016. He also served as President of
eCommerce for EZCORP. Turner graduated from Southern Methodist University - Cox
School of Business with an MBA and from West Texas A&M University with an
undergraduate degree in Finance.

 

46. Olugbenga Agboola
Flutterwave

Olugbenga Agboola is the Founder and Chief Executive Officer of Flutterwave. He
founded the company in 2016. Flutterwave has grown to become one of the fastest
growing payments companies in the world. They are on a mission to build a
payment infrastructure to connect Africa to the global economy and do this by
building technology, tools, and infrastructure for businesses and banks who want
to provide a more seamless and secure payment experience for their customers.

Previously, Agboola was a Senior Entrepreneur in Residence at the Africa Fintech
Foundry and before that a Head of Digital Factory & Innovation at Access Bank
Plc. Earlier in his career he worked with PayPal as an Application Engineer and
with Stanbic Bank as a Technology Product Developer. Agboola earned an MSC from
EC-Council University and participated in the Strategic Marketing Program with
Northwestern University - Kellogg School of Management.

 

48. Eric Hart
Pulte Mortgage

Eric Hart is the President of Pulte Mortgage. Pulte Mortgage solely focuses on
the financing of new construction homes for customers of Pulte Homes, Centex,
Del Webb, DiVosta, and John Wieland Homes brands. Founded in 1972, Pulte
Mortgage has financed more than 700,000 homes from coast-to-coast while offering
borrowers more than 200 different home loan solutions.

Hart first got his start with Market Leader where he served as a Financial
Analyst and Product Manager before moving to become the Chief Deputy for the
Bexar County Clerk. He also previously served as a Managing Director with
JPMorgan Chase, his most recent role prior to joining Pulte Mortgage. Hart
graduated from Harvard University with an MBA.

 

52. Peter Beckman
UniTrust Financial Group

Peter Beckman is the Chief Executive Officer of UniTrust Financial Group.
UniTrust Financial Group is designed specifically to serve middle income
America. They sell life insurance, term life insurance, final expense insurance,
and a range of other products such as annuities, mortgage protection and asset
protection. Beckman has 14 years in the financial services industry. He began
his career in 2007.

Before joining UniTrust Financial Group, Beckman was an Agency Owner at Symmetry
Financial Group and before that a President and Chief Executive Officer at
Alliance Financial Group. Earlier in his career he worked with Bankers Life as a
Unit Field Trainer. Beckman graduated from Northern Kentucky University with a
graduate degree and from The University of Cincinnati with an undergraduate
degree.

View the complete list of awardees.

 

53. Randy Roper
MidFirst Bank

Randy Roper is the First Executive Vice President and Chief Credit Officer of
MidFirst Bank. He first joined the bank in 2005. MidFirst Bank ranks as one of
the largest privately owned banks in the United States and its combination of
size and private ownership provides their customers with a special brand of
banking. They offer a full range of personal, commercial, trust, private banking
and mortgage banking products and services.

Previously, Roper was a Market President at Local Oklahoma Bank and before that
a Market President at Bank of America. Roper earned an MBA from Oklahoma City
University and an undergraduate degree in Business from the University of
Oklahoma.

 

55. Raj Agrawal
Western Union

Raj Agrawal is the Chief Financial Officer of Western Union. He first joined the
company in 2006 as Senior Vice President Treasurer. Western Union helps people
and businesses move money to help grow economies and realize a better world.
They continue to innovate, developing new ways to send money through digital,
mobile, and retail channels, with an array of convenient pay-out options to meet
business and consumer needs.

Previously, Agrawal was a Vice President Treasurer and IR at Deluxe Corporation
and before that an Assistant Treasurer at General Mills. Earlier in his career
he worked with General Motors as a Manufacturing Engineer. Agrawal earned an MBA
in Finance from Columbia Business School and an undergraduate degree in
Electrical and Electronics Engineering from GMI Engineering and Management
School.

 

62. Michelle Seitz
Russell Investments

Michelle Seitz is the Chairman and Chief Executive Officer of Russell
Investments. She first joined the company in 2017. Russell Investments is a
global investment manager specializing in multi-asset solutions, dedicated to
helping investors reach their long-term goals. They scour the globe to deliver
the best investment strategies, managers and asset classes to its clients around
the world.

Previously, Seitz was a Chief Executive of WB Investment Management and Chairman
and President of WB Funds at William Blair. Earlier in her career she worked
with Concord Investment Company as a Senior Portfolio Manager. Seitz earned an
undergraduate degree in Accounting from Indiana University - Kelley School of
Business.

 

68. Brad Moyer
Integrity Title Services

Brad Moyer is the Owner of Integrity Title Services. At Integrity Title
Services, their mission is to be the industry's leading title company by
providing superior customer service. Their goal is to make sure their client’s
real estate closing is as stress free and smooth as possible.

Moyer graduated from Miami University with an undergraduate degree.

 

72. Dave Gilbert
National Funding

Dave Gilbert is the Founder and Chief Executive Officer of National Funding. He
first founded the company in 1999. National Funding serves the small business
community. Since inception, they have provided more than $3 billion in funding
to over 50,000 customers to support their working capital and equipment
financing needs.

Gilbert earned an undergraduate degree in Entrepreneurship and Entrepreneurial
Studies from USC Marshall School of Business.

 

75. Barry Robinson
F.N.B. Corporation

Barry Robinson began his professional career 30 years ago. Today, he is the
Chief Consumer Banking Officer of F.N.B. Corporation. F.N.B., headquartered in
Pittsburgh, PA, is a diversified financial services company operating in seven
states and the District of Columbia. They provide a full range of commercial
banking, consumer banking, wealth management and insurance solutions.

In 2005 Robinson served as an Executive Vice President and Market Executive at
National City Private Client Group, before eventually rising to Executive Vice
President of Consumer Banking at F.N.B. Corporation, his most recent position
prior to his current role. Robinson graduated from Carnegie Mellon University -
Tepper School of Business with an MBA and from Penn State University with an
undergraduate degree in Finance.

 

80. Amy Porter
AffiniPay

Amy Porter is the Founder of AffiniPay. She currently serves as an Executive
Chairman after nearly 15 years of serving as Chief Executive Officer. AffiniPay
is a FinTech company that supports online credit card transactions for
professional trade associations. Their industry-specific online tools for the
legal, accounting, and association professionals are helping drive the success
of firms and organizations by making it possible to accept payments quickly and
securely.

Porter first got her start in 1997 as a Co-Founder and President of National
Bankcard Systems. She is also the Founder of LawPay and Skylark Private Equity
Partners. In addition to her current roles, she serves on the board for
Paytronix Systems. Porter graduated from The University of Texas at Austin.

View the complete list of awardees.

 

84. Patricia Trompeter
Parsec Capital Acquisition Corp

Patricia Trompeter is the Chief Executive Officer of Parsec Capital Acquisition
Corp. She first joined the company in 2021. Parsec Capital is a blank check
company formed for the purpose of effecting a merger, capital stock exchange,
asset acquisition, stock purchase, reorganization or similar business
combination with one or more businesses.

Previously, Trompeter was a Chief Operating Officer at Webbs Hill Partners.
Earlier in her career she worked with GE Capital - IT Solutions in various
financial roles. Trompeter earned an undergraduate degree in Finance and
Economics from Marquette University.

 

86. Francis L’Esperance
Agawam Partners

Francis L’Esperance is the President of Agawam Partners. He first joined the
company in 2001. Agawam Partners operates as a merchant banking firm. The firm
focuses on transactions in media, advertising and subscription driven internet
services. Agawam Partners provides merger and acquisition, financial advisory,
as well as investment banking services.

Previously, L’Esperance was a Managing Director at Veronis Suhler Stevenson and
before that, the Head of Media Investment Banking at Warburg Dillon Read.
Earlier in his career he worked with Lehman Brothers as a Vice President of
Media Investment Banking. L’Esperance earned an MBA from the Columbia Business
School and an undergraduate degree in Economics from Dartmouth College.

 

89. Andy Platt
Northwestern Mutual

Andy Platt is the Managing Director of Northwestern Mutual. He first joined the
company in 2009 as a Financial Advisor. Northwestern Mutual delivers financial
security to more than 4.5 million people who rely on them for disability income
and long-term care insurance, annuities, brokerage and advisory services, trust
services, and discretionary portfolio management solutions. The company holds
more than $125 billion of client assets as a part of its wealth management
company and investment services.

Prior to his current role, Platt spent time working in accounting for Clark,
Schaefer, Hackett & Co. He currently serves as a Member on the Board of Trustees
for Wright State University. Platt earned an undergraduate degree in Business
and Finance from Wright State University.

 

92. Richard Formoe
Paydit

Richard Formoe is the Co-Founder and Chief Executive Officer of Paydit. Paydit
is a next generation online platform for collection companies, lenders, and
banks that intelligently automates the entire debt resolution process, from
payment plan negotiation to status tracking and reporting, enabling
cost-efficient and regulatory-compliant alternatives to the traditional debt
resolution process.

Formoe first got his start in 2012 as a Senior District Manager at Preferred
Lease. From there, he went on to Acima Credit, before eventually rising to Chief
Commercial Officer at QuickFee, his most recent position prior to founding
Paydit. Formoe graduated from Cornell University - Johnson Graduate School of
Management with a graduate degree and from Harvard University with an
undergraduate degree in Business Administration.

 

97. Jeff Winner
Happy Money

Jeff Winner is the Chief Executive Officer of Happy Money. Happy Money is on a
mission to help people leave the world of sad money by paying off their credit
cards. Winner has 28 years in the financial services industry. He began his
career in 1993.

Before joining Happy Money, Winner was a Chief Technology Officer for Consumer
Business at Goldman Sachs and before that a Head of Engineering at Stripe.
Earlier in his career he founded Collabra Software where he held the role of
Software Architect. Winner graduated from the Massachusetts Institute of
Technology with an undergraduate degree in Computer Science and Electrical
Engineering and a masters in Computer Science.

View the complete list of awardees.

Posted in: Awards, Finance


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