Archie Kelly
Managing Principal
- Creator of the Value Equation
- 35 years of experience – Sales Leadership, Client Mgt, Treasury Services, International Banking, Tech & Ops; Pricing, Revenue and Product Strategy
- M&A conversion management
- Large Banks, Medium and Small Community Banks
Ken Pate
Managing Member – Technology
- In the late 1990s, he coordinated the team that accomplished one of the first remotely scanned deposits ever processed in the United States.
- 36 years of experience – Product Development, Sales, Sales Leadership. Treasury Management, Merchant and Card Services.
- M&A conversion management
- Large Banks, Mid-Size Community Banks
David Weaver
Director of Client Strategy
- As a commercial banker, led a deposit acquisition strategy that resulted in more than $300 million in new DDA deposits.
- 37 years – Executive Leadership, Credit, Sales, Client Mgt, Chief Credit Officer
- Large Banks and Community Banks
Suzie Price
Senior Advisor
- Managing Principal of Priceless Professional Development since 2004.
- Helping leaders hire, engage, understand, and effectively manage employees.
- TriMetrix Expert Analyst, Certified Professional Motivators Analyst, Certified Professional DISC Analyst, Certified Professional Facilitator.
- Executive Producer of the Wake Up Eager Workforce Podcast.
- Recognized for top sales among 4,000 Consultants with the 2020 Bill Brooks Impact Award.
David Barnett
Director of Business Strategy
- Worked in the Banking sector for 39 years in Commercial Banking, Sales management and Executive leadership.
- Led a Strategy Team at a large National Bank offering Advisory Services
- Managed the Commercial and Treasury Divisions of a Regional Bank
- Started a Community Bank and served as its CEO & President for 10 years
- Serves on numerous boards.
Cindy Minter
Senior Advisor – Director of Treasury Management, Colony Bank
- Over 36 yrs in financial services industry: Operations Manager, Sales, Treasury Management
- Training facilitator for a large National Bank
- M&A conversion management
- Large, Mid-Size, and Community Banks
