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“Infusion exists to help community banks and credit unions thrive by using proven data driven digital marketing strategies to grow loan and deposits on a pay for performance basis. We only succeed when our clients succeed.”

Tim co-founded Infusion in 2007 and now serves as the Chief Executive Officer. His focus is on working directly with C-level leadership at banks and credit unions and the full Infusion team to facilitate and present comprehensive household data analyses, identify relevant growth opportunities, develop and recommend marketing strategies and programs, and track, evaluate and present campaign results. Tim joined Infusion from Acxiom Corporation, a provider of marketing technology and services, where he served as Senior Strategist and financial services consultant for the company’s marketing agency unit, Acxiom Direct. In that role he consulted with and advised executives at Bank of America, Wells Fargo, SunTrust, HSBC, as well as a variety of other banks and credit unions. Prior to that, Tim gained experience as a retail Senior Vice President at First Horizon and VP of Direct Marketing at Amsouth Bank (now Regions). Tim has worked with hundreds of banks and credit unions—large and small—on bank strategy and marketing issues. He is also a banking and credit union conference speaker and contributes articles on marketing strategy and programs to banking and credit union industry publications. Tim earned his MBA and Bachelor of Science in Marketing from Mississippi College.

Ricky co-founded Infusion 2007 and serves as the organization’s chief data and technology officer. Ricky is responsible for Infusion’s system design, conducting data analyses for banking and credit union clients and ensuring that regulatory data security and information privacy standards are rigorously upheld. Ricky has more than 40 years of experience solving complex systems and data problems, having designed and built technology solutions for some of the country’s largest and best-known corporations including GM, Macy’s, Luxottica, Blockbuster and Acxiom. Previously, at Systematics (now part of Fidelity), he implemented application software for large commercial lenders and other financial services clients. Ricky started his career at IBM, where he served as a systems engineer, systems engineering manager and supported technical sales for DB2. Ricky graduated from Ouachita Baptist University in 1977.

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“Each answer is the beginning of the next question.”

Rick joined Infusion in 2018 and now serves as the Chief Operating Officer. Rick also leads client strategy for key accounts.

His diverse background includes experiences in finance, credit policy, strategic brand management, product development, pricing, marketing, risk management and business development. Rick started his career at PNC Bank in Pittsburgh where he eventually managed the bank’s checking and fee income products. He also worked for National City Bank in Cleveland, OH and Cadence Bank in Birmingham, AL in similar product and marketing leadership roles. As the EVP of Consumer Products and Segments at BBVA Compass, Rick developed several new breakthrough products and was awarded the industry’s Maverick Banker of the Year by BAI for his innovative approaches. He has held advisory board positions at the ABA and independent FinTechs, as well as multiple charitable organizations. Rick holds a bachelor’s degree from the Indiana University of Pennsylvania, an MBA from Robert Morris University, and is also a graduate of the ABA Stonier Graduate School of Banking.

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“When all is said and done, more is usually said than done.” So let’s roll up our sleeves and get to work!

Trevor leads Infusion’s nationwide new business development efforts. He brings 25 years of banking, sales, and marketing experience in the financial services space with a background in product management, direct marketing, analytics and channel/distribution strategy. Prior to Infusion, Trevor worked for Infusion’s partner Baker Hill, where he was a 3-time President’s Club recipient for outstanding business development efforts, bringing Baker Hill’s SaaS modules and services to community banking institutions nationwide. His prior experience includes marketing and sales leadership roles at BSG Financial Group and Saylent Technologies, and a 12-year career at Citizens Bank in New England, where he led several marketing, product, and retail-banking units as a member of the Executive Leadership Group. Trevor started his career as a Marketing Analyst with Signet Bank, followed by successful marketing leadership roles at Fleet Bank and Response Marketing Group. Trevor earned his Bachelor’s degree from Furman University and his MBA from the University of Georgia.

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“The greatest doer must also be a great dreamer.” – Teddy Roosevelt

Dan leads the overall client strategy and service team at Infusion and serves as national head of marketing for Infusion. Dan has over 20 years experience helping financial services companies grow profitably by applying data driven and digital strategies. Prior accomplishments include originating over 5 million accounts, boosting retention through mining and applying voice of the client data, originating over $3 billion of new balances, M&A transactions involving billions in client assets, using marketing automation and CRM to accelerate lead generation and revenue, digital marketing to accelerate online account origination, using advanced statistical modeling and machine learning to unlock growth opportunities, creating a video that landed on Adweek’s top ten viral video’s list, and using research and data to drive comprehensive brand strategies such as launching a new enterprise brand across over 230 locations. Dan joined Infusion after serving for 5 years as the Chief Marketing Officer at Hancock Whitney where assets increased from $22B to over $30B during his tenure. Dan’s other experience includes a progression of roles at First Horizon including 5 years as Chief Marketing Officer, head of financial services marketing for a national retailer, and an early stint at Vention in analyst/client services roles.

Dan has a BS in Accounting from Belhaven University and a Master of Business Administration from Vanderbilt University. Dan is frequently asked to speak live or digitally on data driven strategy, digital, and financial services marketing all over the world and has contributed to numerous articles and books.

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“As a client, I was most impressed by Infusion’s analytics and benchmarking. Wherever you are on your marketing journey, we can help.”

Matt Allen joins Infusion as an EVP, Strategist, with 23 years of experience in financial services marketing, the last 8 as the CMO of Flagstar Bank – and an Infusion client. Matt has worked at a diverse mix of financial services companies,  from the world’s largest to bare-bones startups, from 3 branch footprints to supporting hundreds of locations. He’s led digital and product for a direct bank, mortgage and home equity lead generation for national lenders, converting insurance customers into higher engagement products, M&A from both sides, and brand creation and customer experience – all with a focus on the high growth and ROI that direct marketing discipline can deliver. Matt has likely wrestled with the challenges you’re facing and learned a few lessons.

Dawn is a well accomplished strategist and marketing professional with an illustrious career spanning 40 years, marked by significant achievements and contributions across various roles withing the financial and marketing sectors. Throughout her career, Dawn has held key leadership roles within the financial services industry, most recently as the EVP/Chief Analytics Officer of CB&S Bank. Leading up this role, Dawn spent her early years working for multi-billion dollar financial institutions which laid the foundation for her diverse experience in the banking industry.

Dawn has leveraged her expertise in marketing strategy and data analytics roles over the years to contribute to the growth of many financial institutions while consulting for marketing firms. She has a track record of leadership, strategic vision, and commitment to excellence.

Dawn holds a Bachelor of Science degree and Master of Business Administration from Troy University.

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“What you focus on, you find.”

Aaron is a strategic lead on client programs at Infusion. Aaron has over 25 years of marketing leadership and financial services experience, helping drive profitable growth by applying data driven and digital strategies. He has led the strategic vision and execution of a broad array of business and marketing initiatives, resulting in award winning programs and meaningful results.  From overseeing multi-million dollar strategic partnerships and omni-channel campaigns to brand and website redesigns, Aaron brings a thoughtful approach that blends creativity with data-driven insights to deliver measurable outcomes.  He has served on several non-profit boards and mentored many talented professionals.  Aaron joined Infusion after serving as Chief Marketing and Experience Officer at Georgia United Credit Union and before that, Chief Marketing Officer at First Horizon.  Aaron has also held senior roles at companies like Quicken Loans and Fathead.  Aaron has a BA in Business Administration from Western Michigan University and a Master of Science in Finance from Walsh College.

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“Results matter. Everything else is just rumor.”

Angela joined Infusion in 2018 as a Client Services Manager, bringing with her a process management background that began in the fast-food industry. Throughout her career with Infusion, she has led successful, results-oriented campaign execution for clients all over the country. Today, she guides her clients through the procedural complexities of multi-channel, data-based marketing to expand customer relationships and drive retention with a relentless pursuit for results. Working with her diverse client base and gathering insights from the varied hands-on experiences of those with whom she partners, Angela now lends her comprehensive expertise to manage through problems, coordinate data, creative and execution, and generate meaningful results.

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“Even the greatest success begins with the smallest of details.”

Through her 25-year career in marketing and project management, Kelly has developed a keen sense for the relationship between flawlessly executed direct communications and customer response. Early on, Kelly served as a cross-functional team leader with Acxiom, where she excelled at managing the complex details of developing and implementing direct marketing campaigns for leading consumer and financial services clients. She honed her marketing skills and strategic insights working in the advertising industry with E.W. Scripps Co. She brings her years of financial services and consumer experience to Infusion as a results-oriented leader. Kelly oversees implementation, process, and procedure for her clients, having successfully executed multi-channel, data-driven campaigns for hundreds of Infusion clients that have accelerated customer relationships, retention, and acquisition. She applies her project management expertise with a sharp focus on segmentation and targeting, messaging, and implementation, expertly coordinating even the smallest of details to ensure the greatest success for her clients.

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“You need to know it to own it.”

Cheryl brings more that 20 years of production knowledge and financial services experience to Infusion. Over the course of her career, she has produced marketing materials for local, regional and national banks and credit unions, and has worked with two of the country’s largest data-driven marketing firms leading production efforts for clients ranging from financial services startups to Fortune 500 companies. Through the years, Cheryl has developed a unique expertise in cross-functional collaboration, data visualization, and finding patterns for success through critical thinking. Her deep understanding of process allows her to navigate the complexities of merging creative, data, production and deployment seamlessly to ensure campaign success. Today, she works collaboratively with Infusion’s clients to build trust and transparency. Leveraging her in-depth industry knowledge, she provides clients with well-established experience in multichannel marketing, a passion for leadership, and an unbridled willingness to share new ideas and alternatives that generate innovative solutions and enhance marketing program effectiveness.

University of Memphis

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“How you do anything is how you do everything.”

Nicole is an award-winning multi-channel designer that leads the overall creative function at Infusion. Nicole brings with her over 18 years experience in strategic data-driven direct marketing communications. Her 12-year career at Acxiom was deeply rooted in financial services design where she worked with some of the nation’s largest financial institutions and Fortune 500 companies. Her subsequent years at Zeta Global expanded her creative portfolio to include other heavily regulated industries as well as an ongoing focus on financial services. What makes Nicole’s approach unique is her ability to understand the insight provided by the Infusion’s strategic advisory services about the unique client opportunities and priorities and then action against those opportunities with excellent creative delivered flawlessly. Nicole brings a deep understanding of key creative principles honed over many years to ensure industry leading digital and channel specific best practices are applied in all of Infusion’s creative deliverables. In addition to driving ROl, her work has also won numerous awards for clients across multiple industries —including a coveted ADDY award.

Nicole graduated with honors from the University of Memphis with a Bachelor of Arts degree in Journalism and a concentration in design.

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“There are no secrets to success. It is the result of preparation, hard work and learning from failure.” – Colin Powell

Chad is an EVP of strategy and has over 25 years of experience in the Financial Services Industry spending time at Citigroup and Hancock Whitney. Prior to that, he spent time working in Public Accounting working for KPMG in their Audit and Consulting divisions. He has served in several senior leadership positions in Finance, Product, Marketing and Decision Sciences. Chad is an expert in using quantitative and qualitative data to drive impactful business outcomes that align with key corporate objectives. While in Finance, he served as the lead analyst in over $35 billion in completed transactions. In his Product and Marketing roles, he served several large retail clients that led to meaningful increases in sales and profits while staying focused on mutually beneficial outcomes. Chad has overseen Marketing budgets exceeding $150 million, which generated over $30 billion in balances. In his Decision Sciences roles, he developed innovative solutions by harnessing vast amounts of structed and unstructured data, translating them into actionable insights tailored to client needs. At Citigroup, he was also a three-time recipient of the Chairman Leadership Award which is given to the top 1% of the firm’s achievers.

Chad has a BS in Accounting and an MBA in Finance from the University of Texas at Arlington. He is also a Certified Public Accountant and Chartered Financial Analyst. Outside of his professional pursuits, Chad values quality time with his family and relishes outdoor activities. An avid golfer and sports aficionado, he also enjoys staying engaged with various sports events in his leisure time.

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“Great companies are built in the office, with hard work put in by a team.”

Cyndi is an insightful Senior Production Marketing Director with over 30 years experience cultivating and nurturing client relationships, improving process performance and steering cross-functional teams for mid-sized to Fortune 500 clients The majority of her career has been in print production and project management. She has managed programs across a wide variety of industries with a heavy historical focus on banking, financial services, and other consumer focused industries. The majority of Cyndi’s expertise is executing omni-channel marketing plans that drive meaningful business results. She has a data-driven mentality with experience in new channel marketing. She has strong process-driven astuteness and is focused on ongoing process updates to enable greater digital and omni channel impacts for clients.

Cyndi has a BS in Communications from Bowling Green State University with a minor in Television production.