Fintech Executive & AI Enthusiast

I am passionate about innovation in embedded finance, payment technology, and AI.

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Personal AI Infrastructure

Meet Alex, My AI Assistant

A personal AI infrastructure built around Claude Code with skills-based context management. Alex helps me navigate complex tasks across development, research, and daily workflows.

Corey
Alex

Building the Future of Finance and AI-Powered Software

With over two decades of experience in financial services, I specialize in embedded finance, payment technology, and the transformative potential of artificial intelligence. My career spans from helping high net worth clients as a Certified Financial Planner to founding and leading multiple successful fintech ventures.

I'm passionate about helping businesses succeed through innovative payment solutions and exploring how AI can revolutionize industries. I'm currently focused on bringing embedded finance and payment technologies to banking and AI-driven college recruiting solutions.

Banking Leadership

Executive Vice President of Fintech Banking at Commercial Bank of California, leading sponsor-bank operations, merchant acquiring, and risk and compliance.

AI Innovation

Founder and CEO of Athlead.AI, a recruiting marketplace for athletes, coaches, and organizations that I designed and built end to end.

Payment Solutions

22+ years helping businesses maximize cash flow through innovative payment technology.

Proven Track Record

Successfully founded and built multiple fintech companies including Cuffr and Agile Financial Systems.

Professional Experience

22+ years of leadership in financial services, fintech, and emerging technologies.

Commercial Bank of California logo

Executive Vice President, Fintech Banking

Current
Commercial Bank of California

Leading the bank's fintech banking and merchant-acquiring division: sponsor-bank operations, the ISO/partner ecosystem, risk and compliance, and direct merchant growth. Promoted from SVP, Operations & Direct Merchant Sales.

Dec 2023 - Present
Athlead.AI logo

Founder & CEO

Current
Athlead.AI

Founder and primary builder of an AI-native recruiting marketplace for athletes, coaches, and organizations, spanning a Next.js web app, a native iOS app, and backend services.

Mar 2024 - Present
Agile Financial Systems logo

Founder & CEO

Agile Financial Systems

Full P&L ownership of a payment-processing company; scaled it from startup to an institutionally compliant operation processing 400+ merchant onboardings monthly.

Jun 2017 - Jun 2023
Cuffr logo

Founder

Cuffr

Online payment platform for small businesses and non-profits. Successful exit to larger merchant services company.

Jun 2015 - Apr 2017
SignaPay logo

VP of Finance

SignaPay

Financial leadership at payment processing company.

Apr 2013 - Jan 2016
Professional Flooring Supply logo

Controller

Professional Flooring Supply

Financial leadership at wholesale flooring supply company.

May 2006 - Apr 2013
UBS Wealth Management logo

Certified Financial Planner

UBS Wealth Management

Provided comprehensive financial planning services to high-net-worth clients.

Feb 2002 - Dec 2005