10 experts in selling to banks
Banks and credit unions, from community institutions to Tier 1 and Tier 2 banks, are the customers these sales leaders sell to, with digital banking, card and issuer services, payments and lending technology in their titles at Fiserv, FIS, Jack Henry, ACI Worldwide, Temenos, Alloy and Finastra. They are useful to fintech and software companies working out who signs off inside a bank, how to get through vendor review and how to compete with incumbent providers.
Professionals to explore
Carl Robinson
LinkedInExperience: SVP Digital Banking - Sales Management (Acquired Dragonfly Financial Technologies) · FIS
Since October 2024, Carl Robinson has been SVP Digital Banking - Sales Management (Acquired Dragonfly Financial Technologies) at FIS, managing the transition of the Dragonfly sales team, marketing and revenue to FIS Digital Banking with a focus on U.S. financial institutions including Tier 1 institutions. Carl was Chief Revenue Officer & EVP at Dragonfly Financial Technologies (2022-2024) and Senior Vice President at Alacriti (2020-2022), and can compare selling as Dragonfly with selling inside FIS.
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David Burns
LinkedInExperience: Vice President, Sales, Digital Banking & e-Payments · Fiserv
Digital banking and card sales to community banks fit David Burns, Vice President, Sales, Digital Banking & e-Payments at Fiserv since March 2016 and VP Sales, Community Banking, USA at ACI Worldwide (2006-2016). David also held National Account Executive at Intuit (2002-2006) and Sales Executive & District Sales Manager at Harland Clarke Customer Engagement Solutions (1982-2002).
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Dustin Lubertazzi
LinkedInExperience: Vice President - Banking, Credit Union & Channel Sales · Alloy
At Alloy, Dustin Lubertazzi has held Vice President - Banking, Credit Union & Channel Sales (since July 2026), Senior Director - Banking, Credit Union & Channel Sales (2025-2026), Director, Regional & Community Banking (North America) (2023-2025) and Sr. Manager - Enterprise Banking & Fintech (2022-2023). Dustin was Enterprise Account Executive at nCino (2018-2022). Dustin suits questions on selling to regional and community banks and through channel partners.
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Eric Evans
LinkedInExperience: Director of Sales, Digital Banking · Jack Henry
Eric Evans has been Director of Sales, Digital Banking at Jack Henry since July 2022 and was Digital and Payment Sales Executive there (2007-2022), describing digital solutions sold to banks and credit unions for ProfitStars. Eric also held Sales Executive at MoneyGram (2005-2007) and Director of Banking Relationships at ACH Commerce (2002-2005). Eric fits questions on selling digital banking to banks and credit unions.
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Melissa Brady
LinkedInExperience: Director, New Sales Senior Business Development Executive, Financial Institutions & Intermediaries · ACI Worldwide
In Melissa Brady's own words, the work is helping "Tier 1 and Tier 2 banks, fintechs, and retailers modernize how they move money". Melissa has been Director, New Sales Senior Business Development Executive, Financial Institutions & Intermediaries at ACI Worldwide since May 2018 and in Financial Services & Financial Crime Sales at Oracle since March 2026, and was VP, National Sales at JPMorganChase (2002-2015), a fit for selling payments to Tier 1 and Tier 2 banks.
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Mike Rogers
LinkedInExperience: Former Head of FI Partnership Sales · Fiserv
Partnership sales to financial institutions fit Mike Rogers, who was Head of FI Partnership Sales at Fiserv (2019-2022) and is now Vice President, Product Sales Leader - Sales and Enterprise Accounts there (since May 2025). In between, Mike was SVP Head of Growth (2023-2024) and Chief Revenue Officer (CRO) (2024-2025) at IncumbentFI, and earlier Vice President of Sales - First Data Community Financial Institutions at First Data Corporation (2018-2019).
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Rob Golding
LinkedInExperience: Senior Sales Executive · FIS
Real-time payments sales questions fit Rob Golding, Senior Sales Executive at FIS since September 2025, who describes helping "the largest U.S. and international banks" across payments, FX, treasury and capital markets, with knowledge of RTP, FedNow, ISO 20022 and cross-border payments. Rob was Director at Volante Technologies (2016-2025), Senior Sales Executive at Finastra (2006-2016) and briefly Vice President of Sales at Alacriti (2025).
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Rocco Marcello
LinkedInExperience: SVP, Head of Sales & Relationship Management, Financial Institution Group · Fiserv
Rocco Marcello is SVP, Head of Sales & Relationship Management, Financial Institution Group at Fiserv (since April 2024) and SVP, Head of Financial Institution Group and Issuer Solution Sales (since 2022). Rocco's other Fiserv titles are SVP Sales, Card Services, and Issuer Solutions (2020-2022) and SVP Sales, Card Services (2015-2020). Card issuing and financial institution sales leadership questions fit Rocco.
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Ryan Fetzer
LinkedInExperience: Former SVP Sales, Regional & Community Banks · FIS
Now Managing Director, Americas Lending Sales Corporate & Retail Lending Finastra at Finastra (since April 2026), Ryan Fetzer held SVP Sales, Regional & Community Banks (2022-2025), Head of Sales, Retail Payments, Community Banks & Credit Unions (2025) and SVP, Head of Americas Sales, Office of the CFO & Bank Treasury (2019-2021) at FIS. Ryan suits questions on lending, payments and treasury sales to regional and community banks.
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Tom Snyder
LinkedInExperience: Director, Banking and Sales - USA · Temenos
Tom Snyder has been Director, Banking and Sales - USA at Temenos since January 2025, after VP, Sales at FIS (2021-2024). Tom was Regional Vice President at ClickSWITCH (2019-2021), and SVP Regional Director Kasasa (2018-2019) and EVP Sales (2012-2015) at Kasasa, and describes building revenue engines that help financial institutions grow, compete and modernize. Tom can compare selling bank technology for Kasasa, ClickSWITCH, FIS and Temenos.
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Choose the right perspective
For community banks and credit unions, David Burns, Dustin Lubertazzi and Ryan Fetzer have held titles aimed at that segment, and Eric Evans describes selling to banks and credit unions. Melissa Brady and Rob Golding describe selling to Tier 1 and Tier 2 or the largest banks, Rocco Marcello and Mike Rogers have held card, issuer and partnership sales titles at Fiserv, Carl Robinson can compare selling for Dragonfly with selling inside FIS after the acquisition, and Tom Snyder has sold for Kasasa, ClickSWITCH, FIS and Temenos.
Questions to take into the conversation
- 01How do you get a new vendor through a bank's third-party risk and information security review without the deal stalling for months?
- 02Who inside a community bank or credit union actually decides on a new digital banking or payments platform, and who can block it?
- 03How do existing core processor contracts and integrations limit what a bank can buy, and how do sellers work within them?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.