10 SoFi executives
Seven chief officers lead this set of current SoFi executives, from the CFO and CTO to the chief risk, compliance, accounting, people and marketing officers, joined by the EVP who runs Spend, Invest, Protect and Save and two senior vice presidents for corporate development and business banking. Fintech partners, bank vendors and companies weighing a bank charter can match their question to the executive who owns it.
Professionals to explore
Anna Avalos
LinkedInExperience: Chief People Officer · SoFi
Anna Avalos has been Chief People Officer at SoFi since November 2018, based in San Francisco. Human Resources Leader roles for EMEA (2016-2018) and Operations (2015-2016) at Tesla, and Senior Director (2014-2015) and Director (2013-2014), Human Resources at Stryker, fit questions on hiring and organization design at a consumer financial company.
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Arun Pinto
LinkedInExperience: Chief Risk Officer (CRO) · SoFi
Risk across retail and wholesale banking is Arun Pinto's background: Chief Risk Officer (CRO) at SoFi since February 2024, Chief Risk Officer, Consumer and Small Business Banking at Wells Fargo (2021-2024), and JPMorganChase roles as Chief Risk Officer, Auto (2018-2021), Head of CCB Credit Forecasting (2016-2018) and CRO for Mortgage Servicing and Capital Markets (2014-2016).
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Ben Reynolds
LinkedInExperience: SVP, Head of Big Business Banking · SoFi
Ben Reynolds took the SVP, Head of Big Business Banking role at SoFi in October 2025 and holds a current BVNK board seat. Managing Director, Head of Stablecoins at BitGo (2024-2025), President at Silvergate (2022-2023) and Chief Strategy Officer at Silvergate (2019-2022) make this the pick for business banking and crypto questions.
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Chris Lapointe
LinkedInExperience: Chief Financial Officer · SoFi
Chris Lapointe has been Chief Financial Officer at SoFi since April 2020, after Vice President, Head of Business Operations there (2018-2020). Director, Head of Corporate FP&A at Uber (2015-2018) and Vice President - TMT Investment Banking at Goldman Sachs (2012-2015) make Chris Lapointe a fit for questions on fintech planning, capital and public market reporting.
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David Bohm
LinkedInExperience: Chief Compliance Officer · SoFi
As Chief Compliance Officer at SoFi since October 2022, David Bohm draws on Chief Risk Officer (CRO) at Hamsa (2021-2022), Group Vice President, Strategy and Operations at the Federal Reserve Bank of San Francisco (2018-2021) and Citi compliance roles, Head of Global Consumer and Citibank NA Compliance Assurance (2012-2018) and Chief Consumer Control Officer (2010-2012).
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Jeremy Rishel
LinkedInExperience: Chief Technology Officer · SoFi
Jeremy Rishel is Chief Technology Officer at SoFi since June 2022, a C-level engineering role, and has also been VP Engineering at Bluefin Labs. The call is best focused on how SoFi's technology organization supports its banking, lending and investing products.
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Kelli Keough
LinkedInExperience: EVP, Group Business Unit Leader for Spend, Invest, Protect and Save · SoFi
EVP, Group Business Unit Leader for Spend, Invest, Protect and Save at SoFi since March 2023, Kelli Keough leads the business behind SoFi Checking & Savings and related products. JPMorgan wealth management digital and product roles (2015-2023) and Charles Schwab trading services SVP roles (2012-2015) suit questions on banking and investing products.
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Lauren Stafford Webb
LinkedInExperience: Chief Marketing Officer · SoFi
Chief Marketing Officer at SoFi since June 2019, Lauren Stafford Webb previously held Intuit Marketing Vice President (2019) and Intuit Marketing Director (2017-2018) roles. Brand manager work at Procter & Gamble on COVERGIRL (2014-2015) and Herbal Essences (2012-2014) adds consumer brand training, useful for questions on brand building and member acquisition.
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Morey Carlson, MBA, CPA
LinkedInExperience: Chief Accounting Officer · SoFi
Morey Carlson, Chief Accounting Officer at SoFi since August 2022, leads the global controllership organization. Chief Accountant and Controller at Mosaic (2021-2022), controllership at American Express (2010-2021) and Goldman Sachs (2009-2010), and assurance work at EY (2006-2009) suit questions on bank accounting and financial reporting.
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William Tanona
LinkedInExperience: SVP, Head of Corporate Development · SoFi
William Tanona is SVP, Head of Corporate Development at SoFi since June 2018, and the summary describes CFO and COO experience at a publicly traded company and responsibility for asset and liability management. Partner and Chief Operating Officer at GSV Asset Management and President, Chief Financial Officer, Treasurer and Secretary at GSV Capital Corp. (2014-2018), plus Fortress and UBS roles, fit M&A and balance sheet questions.
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Choose the right perspective
Questions about the overall plan and capital go to Chris Lapointe or William Tanona, and product questions on checking, investing and insurance to Kelli Keough. Arun Pinto, David Bohm and Morey Carlson are the calls for risk, compliance and accounting, while Jeremy Rishel, Anna Avalos and Lauren Stafford Webb cover technology, people and marketing, and Ben Reynolds business banking and crypto.
Questions to take into the conversation
- 01What does a fintech partner need to show a bank-chartered company's risk and compliance teams before a product integration is approved?
- 02How does a consumer finance company decide which product to cross-sell next to a member who came in for one loan?
- 03How does owning a bank charter change how a fintech funds its lending and plans its balance sheet?
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.