• The Queen City Fintech Team

    Successful Entrepreneurs・ Financial Services Leaders・Technical, VC, and Legal Experts

  • Queen City Fintech, Executive Team

    Queen City Fintech continues to develop strong relationships with leading executives in the financial services industry.

    Dan Roselli

    Co-Founder and Managing Director, Queen City Fintech

    Dan is a prolific serial entrepreneur and a co-founder of Packard Place, a hub for entrepreneurs in Charlotte.

    Andy Moose

    Vice President, North Highland

    Andy is a distinguished management consultant with a professional focus on business technology and startup advisory.

    Frank Farro

    Senior VP of Technology & Innovation, Bank of America

    Frank is an expert strategist and leader at Bank of America. He has proven himself as a thought leader and innovator, especially within the fintech space

    Drew Lockhart

    CIO, Ally Financial

    Drew is an expert information technology strategist. He provides executive support with a background in vendor management and is heralded for his management skills

    Greg Mazza

    Head of Innovation, Development, and Governance, MetLife

    Greg is an innovator in the financial industry space with vast experience in business development

    Jeffrey Hay

    Partner, Womble Carlyle Sandridge & Rice

    Jeffrey is an distinguished attorney, who has specialized in cross-border transactions, private equity, and technology licensing

    Whit Goodrich

    Chief Marketing Officer of Retail Cards, Synchrony Financial

    Whit is a seasoned marketing executive leading a large team focused on driving incremental growth, value, and consumer loyalty for 30+ major retail relationships.

    Steve Jegier

    Senior VP & Head of Strategy, Wells Fargo

    Steve is an experienced executive and business leader with 20+ years of success in delivering step-change results within large organizations across multiple industries, in both line management and business support roles.

    Chris Hart

    Co-Founder & Managing Director of Levvel & Co-Founder, Reward Summit

    Chris has more than 15 years of technology leadership experience and has led software development, infrastructure, and QA organizations at multiple Fortune 100 companies.

    Malcomb Coley

    Managing Partner, EY

    Malcomb has 25 years of experience providing professional services to high-growth organizations, with a focus on the financial statement audit of mining and minerals, manufacturing, retail, consumer products and distribution companies.

    Aubrey Hawes

    Senior Director of Product Marketing, Oracle

    Aubrey brings a unique blend of product management, marketing, and sale expertise with a background in enterprise software, and strategic development.

    Brian Pope

    Director, Babson Capital

    Finance professional with a broad range of professional experience and financial expertise.

    Paul Tyma

    CTO, LendingTree

    Paul provides technical leadership and vision overseeing engineering, business intelligence, QA, and operations at Lending Tree.

    Tim Blythe

    Worldwide Program Director - Ecosystem Development (Blockchain & Fintech), IBM

    Tim has proven himself as a business leader with a strong combination of business, financial and management consulting skills coupled with solid technical abilities. He's held senior positions in banking, telecommunications, and information technology.

    Rick Kushel

    CEO, DealCloud Inc.

    Rick is a resourceful senior executive with over 20 years experience delivering results with a proven track record of creating, building, and growing products, services, and companies.

  • Queen City Fintech,

    Management Team

    Moody Heard

    Queen City Fintech,

    Program Manager

    Moody is a fintech enthusiast, passionate about helping entrepreneurs succeed and evaluating companies from a markets angle. He is also a Venture for America Fellow.

    Jake Belford

    Queen City Fintech,

    Relationship Manager

    Jake is an outgoing people person who thrives in relationship development, and strives to build lasting partnerships within the entrepreneurial world.

  • Mentors

    Queen City Fintech's over 200 mentors give our accelerator companies a wealth of knowledge and experience across every facet of business development.

  • Experienced Founders

    We understand that building a company requires passion and perseverance. To help you along the journey, QC Fintech provides access to some of the world's premier founders who know how to get it done.

    Dan Roselli

    Co-Founder, QC Fintech, Packard Place

    • Marketing
    • Strategy
    • Entrepreneurism

    Doug Lebda

    Founder & CEO, LendingTree

    • Startups
    • Strategic partnerships
    • Banking

    Michael Praeger

    Co-Founder & CEO, AvidXchange

    • SaaS
    • Management
    • M&A

    John Bradberry

    Co-Founder, ReadyFounder

    • Strategy formulation
    • Executive assessment
    • Venture development

    Lenore Vassil

    Founder, The Torch

    • Strategy
    • Process engineering
    • Relationship management

    Paolo Nagari

    Founder & CEO, InterCultural Group

    • Coaching
    • Intercultural communication
    • Cross-cultural management

    David Miller

    Founder, Conjecta & Co-Founder, AvidXchange

    • Business model development
    • Capital & finance
    • Product strategy

    Chris Boggiano

    Co-Founder, VersaMe

    • Command
    • Operational planning
    • Management

    Jon Boggiano

    Co-Founder, VersaMe

    • Business strategy
    • Sustainability
    • Training

    Ric Elias

    Co-Founder & CEO, Red Ventures

    • Financial services
    • Leadership
    • Macro-marketing

    Lou Soloman

    CEO & Founder, Interact Authentic Communication

    • Public speaking
    • Coaching
    • Organizational development

    Juan Garzón

    Founder, The Garzón Company

    • Brand strategy
    • Sales communication
    • Pitching

    Reda Chouffani

    Co-Founder & VP, Biz Technology Solutions, Inc.

    • Healthcare informatics
    • Business intelligence
    • Software architecture

    Ben Stagg

    Co-Founder & CEO, Halo Smart Labs

    • Startups
    • Strategic planning
    • New business development

    Rob Cummings

    Co-Founder, DealCloud

    • Startups 
    • Program management 
    • Enterprise software

    Robert Rutherford

    Founder & CSO, Carneros Bay

    • Payments
    • Business Development & Partnerships
    • Venture Development

    Shawn Dorsch

    Founder & President, Clear Markets Holdings

    • Electronic trading
    • Entrepreneurship
    • Fundraising

    Louis Foreman

    Founder & CEO of Enventys & Edison Nation

    • Entrepreneurship
    • Inventions & patents
    • Product design

    Bob Dunn

    Founder, Dunn Growth Advisors

    • Go-to-market strategy
    • Leadership
    • Product management

    Lister Delgado

    Founder & Managing Partner, IDEA Fund Partners

    • Venture capital
    • Startups
    • Strategic partnerships

    Sarah Kunst

    Founder & CEO, Proday.co

    • Venture capital
    • Startups
    • Tech innovation

    Mike York

    Co-founder & Executive VP, Cardinal Solutions Group

    • Leadership
    • Agile methodologies
    • Software project management

    Chris Mailander

    Founder & Managing Director, Ironheart Corporate Advisory

    • Business strategy
    • Mergers & acquisitions
    • Management
  • Business Mentors

    As a company in the Queen City Fintech accelerator, you interact daily with Charlotte's financial services and entrepreneurship vanguard. Meet our team of mentors.

    Adam Hill

    Operating Director, Levvel

    • Market analysis
    • Business development
    • Internal management

    Diane Morais

    CEO, Ally Bank

    • Deposit growth
    • Market research
    • Product development

    Andy Moose

    Vice President, North Highland

    • Multi-Channel
    • Forecasting & retirement
    • Sourcing

    Brian Davis

    Partner, VLP Law Group

    • Trademarks
    • Intellectual property
    • Copyrights

    Jessie Dennen

    Advisor, Percena

    • Startups
    • Business development
    • Recruiting

    Dan Black

     Client Engagement Manager, Tortal

    • Strategy
    • Innovation
    • Creativity

    David Phillips

    Innovation Provocateur, Faster Glass Consulting

    • Concept development
    • Prototyping
    • Coaching

    George McAllister

    Regional Director, SBTDC

    • Strategic planning
    • New business development
    • Fundraising

    Jay Bendis

    President, Transfer Technology Consultants

    • Strategic planning
    • Venture capital
    • Commercialization

    Garth Moulton

    Senior VP, Pipl, Inc.

    • Community building
    • Channel marketing
    • Contract negotiation

    Chris Tapia

    Principal, North Highland

    • Supply chain & logistics
    • Manufacturing
    • M&A integration

    Steve Gress

    Principal, North Highland

    • Business acquisitions
    • Facility & construction and management
    • Supply chain management

    Dinesh Chheda

    Senior VP, Fidelity Investments

    • Strategy
    • Investments
    • Product management

    Jeff McMahon

    Managing Director, North Highland

    • Strategy implementation
    • Merger integration
    • Technology platform integration

    Andrew Roseliep

    AVP of MBA Leadership Development, Bank of America

    • Cross-functional team management
    • Intellectual property
    • Process design & consultation

    Dan Comisar

    Founder, Comisar Advisory LLC

    • Management
    • Human resources
    • Strategy

    Brian Ellsworth

    Partner, Alston & Bird, LLP

    • Intellectual property
    • Patent law
    • Licensing agreements

    Marcia Klingensmith

    Senior Product Manager, Wells Fargo

    • Project management
    • Payments
    • Problem-solving

    Christopher Jones

    Senior Project Manager, ettain group

    • Business/IT alignment
    • Project management
    • PMO & IT governance

    Gerard Lang

    Global Product Marketing Manager, SPX Corporation

    • Mechanical & industrial engineering
    • Product development
    • Manufacturing

    David Moore

    Chairman, Dandelion Capital

    • Startups
    • Leadership
    • Business development

    Ben Murphy

    President, Hospitality Logistics International

    • Operations management
    • Transportation
    • Customs brokerage

    JP Nicols

    President & COO, Innosect

    • Business strategy & execution
    • Wealth management
    • Banking

    Kristopher Smith

    Head of Strategic Ventures, Legg Mason

    • Management
    • Leadership
    • Banking

    Paul Swartz

    Strategic Partnerships Manager, American Airlines

    • Business development
    • Account management
    • Sales and marketing

    Lee Taylor

    VP of Technology Sourcing, Edison National Medical

    • Intellectual property
    • Technology transfer
    • Patents

    Pete Roney

    VP & Managing Director, Thales

    • Strategic planning
    • Management
    • Innovation

    Ken Sommer

    Partner, B2BCFO and Former CFO, Visa

    • Financial reporting
    • Operation management
    • Technology processing

    Devin Rader

    Developer Evangelist, Twilio

    • Competitive analysis
    • Marketing
    • Technical writing

    Jorge Ruiz M.

    Managing Director, Citi

    • Innovation
    • Business development
    • Strategy

    Tom Joseph

    Managing Director, Grant Thornton LLP

    • LOB performance
    • Operations optimization
    • Enterprise integration

    Abhishek Ratani

    President, Red Ventures

    • Strategy
    • Technology
    • Innovation

    Ramy Serageldin

    COO, Moven

    • Business strategy & execution
    • Management & operations
    • Innovation

    Matt Kinney

    Offering Manager of Banking Industry Analytics, IBM

    • Retail
    • Omni-channel
    • Digital Marketing & UX

    Seth Twery

    Managing Director, Protiviti

    • Business development
    • Information Technology
    • Risk management

    Vishal Ranjane

    Managing Director, Protiviti

    • Business Transformation
    • Entrepreneurism
    • FinTech consulting

    Allan Bacon

    CEO, Growth Forum

    • Business growth
    • Sustainability
    • Company culture

    Andy Monahan

    Managing Director,
    Marketing ARM

    • Online demand generation 
    • B2C
    • B2B

    Ran Fuchs

    CEO, Financial Network Analytics

    • Risk Management
    • Derivatives
    • Strategy

    Duke Chang

    VP of Product Mgmt., Fidelity Labs

    • Strategy
    • Product Management
    • Analytics

    Roy Morejon

    President, Command Partners

    • SEO
    • Social Media Marketing
    • Web Analytics

    Al McMillian

    Senior Business Counsel

    • Corporate Governance
    • Law
    • Licensing

    Tom Desmond

    CFO, Tradeking

    • Investments
    • Strategy 
    • Management

    Trent Hawthorne

    Technology President, Palmetto Ventures

    • SaaS Transactions
    • Capital Raise
    • (Web App) Product Management

    Selwyn Halbertsma

    Director, US Business Consulting, Synechron Inc.

    • Financial Markets 
    • Regulatory Landscape
    • Blockchain Applications

    Scott Dam

    Associate Director, US Business Consulting, Synechron Inc.

    • Corporate Finance
    • Management Consulting
    • Processes
  • Strategy Mentors

    Growing a business at scale is no easy task. We've sought out the most talented business strategists in Charlotte who are passionate about helping startups.

    Sam Maule

    Director & Senior Practice Lead, Digital & FInTech, NTT DATA Americas

    • Strategic partnerships
    • Leadership
    • Program management

    Angela Ratliff

    AML Compliance Manager, Bank of America

    · Risk Management

    · Compliance

    · Process Improvement

    Jeff McMahon

    Managing Director, North Highland

    • Strategic planning
    • Program management
    • Consulting

    Pete Roney

    VP of Business Development & Innovation, Thales USA Managing Director, Thales xPlor

    • Business development
    • Innovation
    • Business strategy

    Rachel Heath

    Manager, North Highland

    • Strategy
    • Business Process
    • Management consulting

    Dion Lisle

    Vice President & Head of FinTech at Capgemini

    • Strategic partnerships
    • Startups
    • Mobile payments

    Shari Chiara

    Program Manager, Developer Ecosystem and Startups, IBM

    • Strategy 
    • CRM
    • Demand generation

    Chris McGee

    Investor, (formerly Chairman, Profit Insight)

    • Strategy 
    • Management
    • Business development
  • Legal Mentors

    Legal guidance is a necessity for any startup. Throughout the QC Fintech program, our legal mentors interact with our participants on a daily basis.

    Ted Claypoole

    Partner, WCSR

    • Privacy Law
    • Licensing
    • Trademarks

    Scott Anderson

    Attorney, WCSR

    • Corporate Governance
    • Telecommunications
    • Litigation

    Matar Diouf

    Corporate Attorney, WCSR

    • Corporate law
    • Private equity, M&A, & venture
    • Document drafting

    Chad Thorson

    Intellectual Property Attorney, Nelson Mullins Riley & Scarborough

    • Intellectual property
    • Capital raising
    • Patents

    Brian Ellsworth

    Intellectual Property & Patents Partner, Alston & Bird LLP

    • Client counseling
    • Patents
    • Intellectual property

    K.C. Brechnitz

    Global Head of Capital & Debt Advisory, EY Capital Advisors

    • Mergers & Acquisitions
    • Growth Initiatives
    • Leveraged Finance

    Rocky Cabagnot

    Supervising Attorney, CED & Entrepreneurship Clinic

    • Nonprofits
    • Legal assistance
    • Community outreach

    Nate Quirk

    IP/Patent Attorney, Nelson Mullins

    • Intellectual Property
    • Patents
    • Licensing

    Paul Gagnier

    International Legal Expert

    • Corporate Governance
    • Telecommunications
    • Litigation

    Tom Trujillo

    Strategy & Legal Expert

    • Strategy
    • Cross-functional leadership
    • Risk management
  • Media and Marketing Mentors

    Our media and marketing mentors help companies reach customers, investors, and the public. They have a wealth of experience in the marketing and branding fields.

    Jeremy Davids

    Senior Account Executive & Brand & Marketing Strategist, Visa

    • Brand strategy
    • Staff development
    • Lifecycle management

    Christy Durbin

    Former Sr. VP of Red Ventures & Angel Investor

    • Business Strategy
    • Management

    Courtney Gentleman

    Sr. VP of Marketing, Synchrony Financial

    • Segmentation
    • Strategy
    • Analytics

    Elizabeth Leonard

    Sr. VP & CMO, Consumer Banking, Synchrony Financial

    • Segmentation
    • Credit Cards
    • Analytics

    Becky Lansen

    VP of Strategic Planning, Synchrony Financial

    • Marketing
    • Management
    • Leadership

    John P. Williams

    Sr. Marketing Manager, Synchrony Financial

    • Mobile & digital payments
    • Product innovation
    • Value proposition development

    Terry Atkins

    Sr. Director of Marketing Communications, Extended Stay America

    • Shopper marketing
    • Licensing
    • Public relations

    Jenni Walker

    President, Walker PR Group, LLC

    • Public relations
    • Social media
    • Writing & editing

    Jim Garrity

    Senior Advisor, Adlight Technologies

    • Brand-building
    • Brand architecture
    • Marketing accountability

    Blair Primis

    VP of Marketing, OrthoCarolina

    • Marketing
    • Strategy
    • Public relations

    Erik Qualman

    Digital Leadership, Equalman Studios

    • Keynote presentation
    • Digital media
    • Creativity

    Steve Somloi

    Digital Marketing Leader, Synchrony Bank

    • Marketing strategy
    • Account management
    • eCommerce

    Jonathan Shieber

    Senior Editor, TechCrunch

    • Public relations
    • Digital media
    • Creativity
  • Finance and Accounting Mentors

    Facing the challenge of getting their finances on track, our startup companies have access to expert financial and accounting executives across the Charlotte business community.

    Kevin Garrison

    CPA & Co-Founder, Reardon and Garrison, LLP

    • Accounting
    • Auditing
    • Financial analysis

    Greg Brown

    Owner & President, Cardinal Finance

    • Consumer finance
    • Financial innovation
    • Angel investing

    Matthew Clewis

    Online Sales Manager, Bank of America

    • Financial analysis
    • Accounting
    • Management

    Dave Cosper

    Former CFO, Sonic Automotive

    • Financial forecasting
    • Assessment and pricing
    • Leadership

    Robert Aldrich

    President, Aldrich CFO Services

    • Financial reporting
    • Budgeting
    • Accounting

    William Bissett

    Certified Financial Planner, Secrest Blakely & Associates

    • Financial review
    • Risk insurance
    • Wealth management
  • Fintech SME Mentors

    Charlotte has a wealth of Fintech talent. These advisers are at the top of Fintech field, whether they work at thriving startups or Fortune 500 financial institutions.

    Kristin Wallace

    VP of Payment Solutions, BB&T

    • Payments
    • Mobile strategy
    • eCommerce

    Aditya Khurjekar

    CEO & Co-Founder, LetsTalkPayments.com

    • Go-to-market strategy
    • Product marketing

    Philip Sprague

    Senior VP of Emerging Payments, Wells Fargo

    • Product Development
    • P&L
    • Executive Leadership

    Lorraine Fischer

    ATM, Debit & Network Area of Focus Lead, Carlisle & Gallagher

    • Relationship strategy
    • Matrix management
    • Payment management & navigation

    David Kucera

    Director of Business Innovation, BBVA Compass

    • FinTech
    • Venture capital
    • International business

    Ken Mathis

    Payments Industry Leader, North Highland

    • Payments
    • Risk management
    • P&L

    Jonathan Hartsell

    Digital Business Development, Wells Fargo

    • Digital product management
    • Financial services
    • Communications

    Josh Brant

    President & CEO, Allegiance Merchant Services

    • Business continuity
    • WAN infrastructure
    • PCI compliance

    Dinesh Chheda

    Senior VP, Fidelity Investments

    • Strategy
    • Investments
    • Product management

    Matt Ribbens

    Senior VP of Enterprise Digital Strategy, BB&T

    • Payments
    • Digital delivery
    • Treasury & cash Management

    Steve Boehm

    Senior VP of Global Customer Experience, eBay

    • Payments
    • Digital commerce
    • Customer experience

    Mike Hensinger

    Senior Managing Director, Synchrony Financial

    • Corporate Finance
    • Credit
    • Financial structuring
  • Technology and Design Mentors

    As QC Fintech companies build out their digital products, our technology and design mentors are there to advise on software development and user interface, as well as security.

    Tim Edwards

    Senior VP of eCommerce, Architecture & Segments Technology, Bank of America

    • Infrastructure and design
    • Middleware engineering
    • Technical consulting

    Shirley Baunach

    IT Strategy & Business Alignment

    • Emerging payments
    • Data & network security
    • Regulatory compliance

    Ryan Teksten

    Vice President, Center for Applied Technology at Fidelity Investments

    • Global technology
    • Business development
    • Strategic management

    Ames Flynn

    Senior VP & CIO, Extended Stay America

    • Global IT & eCommerce
    • Enterprise change
    • Acquisition assessment

    Addy Kapur

    Founder, TimeTap & Co-Founder, Mailvu

    • Technology
    • Creativity
    • Business implementation

    Andrew Sobel

    Executive VP, The Brixton Group Inc.

    • Statistics and analytics
    • Information technology
    • Technical recruiting

    Raja Musunuru

    IT Management Consultant, AAA

    • IT strategy
    • Business analysis
    • Leadership

    Matthew Tyndall

    Partner & Head of Production, Priceless Miscellaneous

    • Web design
    • New media
    • Blogging

    Jeremy Olson

    Founder, Tapity

    • User interface
    • PHP
    • JavaScript

    Jim Van Fleet

    President, it's bspoke & Senior Consultant, Levvel

    • SQL
    • Training
    • SaaS

    Tim Collins

    Director of Project Mgmt., The Fresh Market​

    • Software delivery
    • IT governance
    • Enterprise architecture

    Gregory Hawgood

    Senior VP & Chief Engineer, Bank of America Merrill Lynch

    • IT strategy
    • Vendor & portfolio management
    • Banking

    Josh Street

    Director of Architecture & Strategy, AmWINS Group

    • Technology strategy
    • Service-oriented architecture
    • Commercial banking

    Timothy Bhatt

    Chief Information Security Officer, Ally Bank

    • IT strategy
    • IT management
    • Information security

    Arvy Rajasekaran

    CIO, Digital Channel Technology at Ally Bank

    • eCommerce
    • Digital experience
    • Information technology

    Doug Grubba

    Sr. Web Developer, Payzer

    • Design
    • Back-end development
    • Management

    John Thomas

    VP, Data Science

    Red Ventures

    • Statistical modeling
    • Data mining
    • Machine learning

    Dale Lancaster

    Chief Information Security Officer, Red Ventures

    • Network security
    • Disaster recovery
    • Networking

    Jim Marascio

    Managing Director, Petrizzi Technology Advisors

    • Product development
    • SaaS
    • Scalability

     

  • Financial Services Mentors

    Our financial services mentors are both experienced and knowledgeable of all things finance. They are dedicated to assisting fintech startups in a multitude of areas.

    Jefferson Crew

    VP of Corporate Strategy, Wells Fargo

    • Corporate & business strategy
    • Strategic planning
    • Transformation Management

    Ryan Greenway

    VP of Data Science, Bank of America

    • Product management
    • Data mining, analytics, machine learning
    • Innovation and research

    Matthew Herson

    Director, TIAA-CREF

    • Financial services
    • IT strategy
    • Budgeting

    Dean Nolan

    VP of Product Management & Design, Saylent Technologies

    • Product innovation
    • Software product management
    • P&L

    David Watterworth

    Director, SavedPlus Inc

    • Financial services
    • Retail banking
    • Risk management

    Greg Lloyd

    Senior Consultant of Payments Practice, Levvel

    • Financial services
    • Innovation & product development
    • Payments