Leading Financial Software Experts

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

Seasoned entrepreneur with over 16 years of dynamic leadership in the software industry, specializing in Next-Gen Fintech solutions. Proven track record of delivering innovative products that revolutionize financial services. Passionate about driving technological advancements and empowering businesses to thrive in the digital era. Committed to fostering strategic partnerships and delivering unparalleled value to clients worldwide. Let's connect and explore opportunities to shape the future of finance together.

I founded Commercial Funding Partners in 2012 with a clear mission: build a performing portfolio of customers who return because we treat them right and help them grow responsibly. After six years at a competitor and seeing how customers were often handled at deal end, I knew there was a better way to do business in commercial equipment finance. We’re a national direct lender with capacity from $250,000 to over $100 million per project, serving manufacturers, contractors, healthcare providers, transportation companies, and others across the U.S. What sets us apart is speed paired with judgment. Our small, senior-level finance committee allows us to make decisions quickly—often the same day—and months faster than SBA processes, where time value often outweighs minor rate differences. We listen to the story behind the balance sheet and underwrite context, not just numbers. We structure real-world solutions through progress funding, 100% project financing, sale-leasebacks, and tax-aware terms that banks often can’t provide. We don’t do deals we wouldn’t sign ourselves. Over 40% of our business comes from repeat clients, many with long-standing relationships that improve with each transaction. I’m active in industry leadership with ELFA, NEFA, and AACFB, where I chaired the Education Committee for four years and received the President’s Award. Before CFP, I worked at IBM and helped manage and grow Plumbers Supply Company through its acquisition by Wolseley. I hold a BS from the University of Utah and an MBA from Westminster College. Our goal is simple: be the first call for our customers and help great businesses grow smarter and faster.

Expert management of all operational phases: projects, relation management/consultations, sales, marketing, underwriting, analysis, HR, networking, Salesforce.com administration, and leadership organization. Tactical management and leadership addressing full-scale company operations and administration on a daily basis. Skillful leadership and administration of underwriting department operations and personnel. Organize and direct internal sales department. Ensure leverage and growth of the company’s sales accounts providing recruitment, processes support, and direction to new and existing Independent Sales Offices. SpecialtiesSalesforce.com Certified Administrator | Management | Operations | Loan Underwriting | Project Management | Sales | Payment Processing | Merchant Services | Strategy | Technology | Software Design |

Baruch Mann is an independent financial expert and commentator focused on consumer finance, investing, and personal wealth decision-making. He specializes in analyzing banking products, credit cards, investment platforms, and alternative assets, helping consumers understand costs, risks, and long-term trade-offs before making financial decisions. With years of hands-on experience reviewing financial products and market offerings, Baruch is known for breaking down complex financial topics into clear, practical insights grounded in real use cases and data. His work emphasizes transparency, fair comparisons, and consumer-first analysis rather than promotional narratives.

Gentry is the founder, CEO, and acting BSA officer of Crew, a fintech focused on providing a banking experience that helps families and individuals track, control, and save their money. He has almost two decades of experience in tech product management. Before Crew he was the Head of Product at Divvy, a fintech focused on corporate credit cards and expense management, which grew to $400m in revenue and was acquired for $2.5b. During that time he was focused on improving the company's know-your-customer, fraud prevention, and underwriting efforts. He strongly believes that maintaining trust and helping people with their finances is a social responsibility that should determine every customer interaction and product-development decision. He is an authority on personal finance, budgeting, automation, fintechs, family banking, banking regulations, and predatory finance.

Paul Gillooly is a financial specialist and the Director of Dot Dot Loans, with over ten years of experience in subprime lending. With extensive knowledge of consumer finance in the UK, Paul is a reliable individual in the bad credit lending sector. At DotDotLoans.co.uk, he helps individuals with poor credit scores find appropriate lenders who can provide financial help. Paul also offers guidance on improving financial management and building better credit scores.

Minh Pham, CFA, is a is a senior technology and finance leader with expertise in enterprise technology commercialization, strategic partnerships, and U.S. market expansion. With nearly a decade of experience across Big Tech and high-growth companies including eBay, DoorDash, and WarnerBros Discovery, he has shaped financial strategy behind decisions totaling hundreds of millions of dollars, including a $300M acquisition analysis at eBay and a P&L build that drove $60M in revenue growth at DoorDash. Minh currently serves as a Senior Finance Manager at Microsoft, where he supports large‑scale technology businesses through strategic financial planning, investment evaluation, and commercialization decisions. Minh frequently provides expert perspectives on AI hardware trends, global tech competition, and the financial engines behind Big Tech innovation. He is particularly interested in how data, finance, and AI intersect to drive the next wave of global technology transformation.

I'm a mathematics education professor at UNC Pembroke and the founder of Debt Clarity Tools (debtclaritytools.com) — a platform I built to help everyday people understand and eliminate debt using real math, not motivation. My background is in STEM-Mathematics Education. I earned my PhD from NC State University, where my research focused on how people learn complex quantitative reasoning. I've spent years teaching math at the university level, and I became increasingly frustrated that the personal finance world was filled with hype, vague advice, and emotional appeals — but almost no actual mathematical clarity. So I built something different. Debt Clarity Tools offers free, math-powered calculators that help users see exactly what their debt costs them, when they'll be debt-free, and which payoff strategy saves them the most money. The site also offers digital guides and a comprehensive Debt Freedom Blueprint for people ready to create a real plan. My work sits at the intersection of mathematics education and personal finance literacy. I believe most people aren't bad with money — they just haven't seen the numbers clearly. When they do, behavior changes. Topics I speak and write about: Debt payoff strategies (snowball vs. avalanche — and when each works) The hidden math behind minimum payments Why financial literacy needs to go beyond budgeting How educators and academics can create accessible consumer tools The gap between personal finance content and actual financial math I'm available for expert quotes and media features related to personal finance, financial literacy, mathematics education, and content entrepreneurship.

Aman Sardana is a technology leader and recognized industry expert in financial technology, payments infrastructure, and enterprise software architecture. He is recognized for his contributions to the design and modernization of large-scale financial systems, with a focus on cloud architecture, resilient platform design, and the modernization of mission-critical digital infrastructure. Through his professional and thought-leadership contributions, Aman shares insights on emerging technology trends in cloud architecture and system reliability at international technology and leadership forums. Aman holds a Master of Science in Information Technology from Northwestern University and is a Fellow of BCS, The Chartered Institute for IT.

Full-time creator and host of Keep Productive

Paul Gillooly is a financial specialist and the Director of Dot Dot Loans, with over ten years of experience in subprime lending. With extensive knowledge of consumer finance in the UK, Paul is a reliable individual in the bad credit lending sector. At DotDotLoans.co.uk, he helps individuals with poor credit scores find appropriate lenders who can provide financial help. Paul also offers guidance on improving financial management and building better credit scores.

CA Prateek Mittal is a seasoned financial expert and IBBI Registered Valuer with over two decades of experience in business valuations, corporate finance, and strategic advisory. As the Director of Valuations at [FinVal Research & Consultancy](https://finvalresearch.in), he specializes in delivering high-authority compliance and advisory solutions, including ESOP valuations, corporate guarantee valuations, and startup advisory. A thought leader in the evolving corporate landscape, Prateek frequently publishes insights on cutting-edge industry shifts, from integrating AI and Big Data into valuation practices to navigating ESG compliance risks and supply chain crises. Alongside his valuation expertise, he serves as a Virtual CFO, helping businesses optimize their financial strategies, secure fundraising mandates, and drive operational efficiencies. --- ### Key Media Angles & Topics I Can Comment On: * Regulatory & Compliance Valuations: Deep dives into ESOPs, Corporate Guarantees, and international accounting standards. * The Intersection of Finance & Tech: How AI, big data, and automated tools are transforming modern valuation models. * Startup Ecosystem & Fundraising: Strategic structuring, mid-market growth challenges, and investment readiness. * Risk Management: Evaluating ESG compliance risks and implementing Virtual CFO frameworks during economic volatility.

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For over two decades, I’ve led high-impact teams at the intersection of technology, banking, and innovation. After launching my career in corporate finance, I found my calling in the fast-paced world of fintech and digital transformation. Most recently, I led global sales and account management for the Banking and Capital Markets vertical at Endava (following its acquisition of Levvel), where I oversaw a $200M+ book of business and a team spanning the U.S., UK, Europe, APAC, and MENA. I drove double-digit growth year over year, reengineered sales strategy, and helped global financial institutions modernize legacy systems, embrace cloud adoption, and deliver next-gen customer experiences. I'm a U.S. Navy veteran, the co-author of "A Dragon Walks into a Meeting: A Tactical Guide to Client Management," and co-host of The Account Management (a tactical guide to success) podcast.

Saeed Darabi is the founder and CEO of MoneyPantry.com, a leading personal finance blog helping readers save money, earn extra income, and make smarter financial decisions. With years of hands-on experience in content marketing, SEO, and entrepreneurship, Saeed provides practical, actionable advice that resonates with everyday readers. His insights have been featured in articles on budgeting, side hustles, money management, and more, making him a trusted source for journalists looking for expert commentary on personal finance trends and strategies.

I am the Founder of Bountisphere, a personal money management platform designed to help Americans regain control of their money. My background is unique in Fintech: I hold a PhD in Classical Studies and have years of experience in AI and Behavioral Science. I realized that traditional budgeting apps fail because they ignore human psychology. That is why I built Bountisphere to turn the tangle of everyday money management into a simple Money Calendar. We combine behavioral insights with AI-powered coaching to help users stop looking backward at their expenses and start forecasting their future daily balances. Prior to Bountisphere: I was the inaugural COO at Memre.ai, bringing advanced learning algorithms to market. I served as Founding Editor of Westbrae Literary Group. I am available to comment on: The psychological shift from "Tracking" to "Forecasting." Why "Financial Peace of Mind" requires visualizing the future, not just budgeting the present. How AI is changing personal finance for Americans.

I am an experienced wealth management and fintech marketing communications leader who has quantifiably shown how to drive greater demand. With over 15 years of experience delivering marketing strategies for fintechs and financial service firms, I have been sought out to create, from the ground up, the messaging and marketing programs that will quantifiably move the needle in driving brand awareness and revenue opportunities for an organization. After years of delivering marketing programs, I can anticipate challenges, get in front of them, and deliver on-time, on-budget solutions. Over the course of my career, I have had the good fortune to learn how to optimize marketing best practices and professional development. It gives me great pleasure when I am able to share what I have learned with my team and create an environment that allows for their professional growth and development.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 804.270.2765 Glen Allen, VA Available for national and international commentary Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives. www.EagleVisionWealthManagement.com www.EagleVisionAccounting.com

Vignesh Coumarane is the founder of InvestEd (the-invested.com) and author of the Financial Decision Intelligence Framework — a simulation-native architecture that lets anyone model financial decisions before committing, without surrendering bank credentials or personal data. He serves as Manager of Data Analytics at Lincare (a Linde Company), with over a decade of experience across finance, healthcare, and AI-driven analytics. A 4x LinkedIn Top Voice and Times Square Top Data 100 honoree, he writes the Before You Invest newsletter on structured thinking for financial decisions in an AI world.