Pathward Financial Executive and Leadership Team

Jennifer Trevino, the Chief Executive Officer at Pathward NA, directs the overarching strategic vision for the organization. Trevino architects the long-term roadmap for expanding financial inclusion, ensuring the company remains a leader in providing Banking-as-a-Service solutions to underserved populations. By aligning internal resources with market demands, the Chief Executive Officer drives operational excellence across all commercial finance divisions. Jennifer Trevino maintains constant communication with the Board to ensure fiscal health and mission adherence. This leadership role involves navigating complex regulatory landscapes while fostering partnerships with manufacturers and distributors to streamline asset acquisition. Through rigorous oversight of corporate initiatives, the Chief Executive Officer secures the competitive positioning of the firm. Trevino prioritizes the development of versatile funding options that support the growth of diverse clients. Ultimately, the Chief Executive Officer guarantees that the company delivers personalized support to every partner, reinforcing the commitment to financial accessibility.

WIll Sowell, the Chief Financial Officer at Pathward NA, manages the capital structure and liquidity requirements necessary for sustained growth. Sowell oversees the financial planning and analysis functions, ensuring that equipment financing programs remain profitable and scalable. By monitoring market trends, the Chief Financial Officer optimizes the balance sheet to support the expansion of Banking-as-a-Service offerings. WIll Sowell collaborates with executive leadership to mitigate risk and enhance shareholder value through disciplined fiscal management. This role involves the precise allocation of resources to support the diverse needs of commercial clients. By implementing robust financial controls, the Chief Financial Officer maintains the integrity of all banking operations. Sowell drives the development of innovative funding models that allow businesses to acquire essential assets efficiently. Through strategic oversight of the financial department, the Chief Financial Officer ensures that the company achieves its long-term objectives while maintaining a strong foundation for future investment.

Greg Sigrist, the Executive Vice President & Chief Financial Officer at Pathward NA, executes complex financial strategies to bolster the commercial finance division. Sigrist manages the treasury operations and investor relations, ensuring that the company maintains sufficient capital to support broad market reach. By analyzing economic indicators, the Executive Vice President & Chief Financial Officer identifies opportunities for operational efficiency within the equipment financing sector. Greg Sigrist coordinates with other C-suite leaders to integrate financial data into the broader corporate mission of financial inclusion. This leadership role involves overseeing the reporting processes that provide transparency to stakeholders. By refining the cost structure, the Executive Vice President & Chief Financial Officer supports the delivery of competitive funding solutions to manufacturers and distributors. Sigrist drives the implementation of advanced financial technologies to streamline asset acquisition processes. Ultimately, the Executive Vice President & Chief Financial Officer secures the financial stability required to serve those overlooked by traditional banking systems.

Nancy Jacobs, the President & Proprietor at Pathward NA, oversees the daily operational execution of the company's core business services. Jacobs directs the implementation of client-facing programs, ensuring that the Banking-as-a-Service solutions meet the specific needs of diverse business partners. By managing the internal workflows of the commercial finance division, the President & Proprietor maintains high standards of service delivery and operational success. Nancy Jacobs fosters a culture of personalized support, ensuring that every client receives tailored funding options. This leadership role involves coordinating with cross-functional teams to refine the process of asset acquisition for manufacturers and distributors. By monitoring service quality, the President & Proprietor drives continuous improvement across all regional operations. Jacobs ensures that the company's mission of financial inclusion remains central to every business decision. Through active engagement with the operational staff, the President & Proprietor guarantees that the firm remains agile and responsive to the evolving requirements of the financial services market.