CFM is comprised of the most talented thinkers, coders, developers, and innovators in the banking industry. Our team hails from 10 different countries, speaks just shy of 20 languages, holds over 50 advanced degrees (doctorates included!), are recipients of countless awards, have delivered thousands of banking projects, and holds several patents. When we say we think out of the box, we mean it.

John W. Smith


Helping our clients push the limits to improve their revenue, brand, HQ and branch strategies. Alongside this effort, further creating the company that we’d like to hire and work within.

Nathan Moore

CTO & Head of Customer Success

Focused on fusing technology with strategy, design, and delivery to help our clients achieve their goals and our industry achieve its potential.

Todd Brown


Focused on taking the complex and making the communication simple. Seek to understand the customer’s perspective and then develop strategies to tie financial performance to how well we are delivering on the customer experience.

JC Chen

Chief Development Officer

Responsible for ensuring CFM is always creating the most effective software integrations for key technologies, allowing seamless, user-friendly and efficient work environments.

Emily Sweillam

Head of Marketing

The public voice of CFM. Responsible for driving “people to people” marketing and creating conversations with financial executives through fresh and relevant content.

Rob Larson

Director, Technology Operations

Responsible for the oversight of our technology operations team. Oversees the daily operations of Product Management, Development, Quality Assurance, Implementations and Purple Army Help Desk.

Elise Roling

Manager of Product Innovations

Bringing clients’ technology dreams to reality through the application of knowledge and experience of the collective team.

Teresa May

Software Delivery Manager

Oversees software development and QA to ensure timely and quality deliverables to our clients.

Sonny Horton

Director of Technology Alliances

Responsible for expanding CFM’s core integration footprint and developing and managing partner channels.

Christina Medina

Help Desk Manager

Leader of the Technical Support Team where we strive to deliver first-class support to our clients.

Scott Perkins

Head of Sales

Leader of our Sales’ team. Responsible for building a disruptive and solution-oriented business development program to support banks and credit unions as they adopt more innovative technology.

Barb Snyder

Head of Talent

Miss Sassy Pants, aka Productivity Goddess leads our Talent Team. Defining a culture of engagement and delivering contemporary People led programs that provide a dynamic Best Places to Work atmosphere.