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Agent IQ’s leaders and board of directors have decades of experience creating great companies, the next generation of leaders and happy customers and employees. We believe in being relentless in creating a great product and providing the best in service for our client partners. And our leaders job is to bring out the best in our team to deliver on this promise and having a bit of fun in the process. If you are interested in joining our team, please visit our Careers page of our website.

 

 

Our Team

Slaven Bilac

Slaven Bilac

CEO and Co-Founder

Slaven Bilac LinkedIn Profile

Leads the engineering team in managing the technology behind the company’s platform from early design to serving in production.

Prior to Agent IQ, Slaven worked at Google for more than a decade in both their Japanese and American offices. He specialized in software engineering and helped establish the machine intelligence unit in Google Cloud. Slaven holds a PhD in Computer Science from the Tokyo Institute of Technology with a research focus in Natural Language Processing and Machine Translation. He holds 6 patents and has published numerous papers at peer reviewed conferences.

Soren Bested

Soren Bested

COO

Soren Bested LinkedIn Profile

Leads Agent IQ’s engagement with customers and partners.

Soren has a deep expertise in banking and payment services and operations. Prior to working at Agent IQ, Bested most notably held executive positions at Pivotus Ventures, Monitise and the World Economic Forum, and he holds an MBA from the National University of Singapore as well as a Master of Science from the Technical University of Denmark.

Matt Phipps

Matt Phipps

CMO

Matt Phipps LinkedIn Profile

Matt heads marketing at Agent IQ and is responsible for creating the right messaging, branding, and content campaigns for the company. 

Matt has a 20+ year career in global marketing, business creation, and branding. He co-founded a brand marketing agency early in his career and then built a franchise system that successfully expanded across California and Arizona. Matt then led digital marketing across Asia Pacific out of Australia for a multi-billion dollar life sciences company. Returning back to the US, Matt led a 30 person marketing activation team for Silicon Valley Bank.

Michael

Michael Lee

CSO

Michael Lee LinkedIn Profile

Michael is an experienced Senior Leader who collaborates with organization leaders to effectively align with and support key business initiatives.

He builds and retains high performance sales teams by hiring, developing and coaching sales professionals. Michael has over 20 years of banking, consulting, and sales management experience with in-depth understanding of FinTech industry and Community Financial Institutions.

Armando

Armando Quintana

VP, Sales

Armando Quintana LinkedIn Profile

Armando Quintana Jr is a leader within the Agent IQ’s sales team.

Prior to Agent IQ, Armando spent a decade working with FinTech startups. He has a deep background in software sales and mobile banking. He is tenacious in building new business, securing customer loyalty, and forging strong relationships with external business partners.

He prides himself on the long-standing professional relationships gained throughout the years and using his connections to help others. 

Cary Lee

Cary Lee

VP, Sales

Cary Lee LinkedIn Profile

Cary Lee drives Agent IQ’s growth and client relationships.

Prior to Agent IQ, Cary was with GDS Link where he grew revenue, including the largest contract to date, by providing lending solutions to banks, credit unions, and fintechs. Cary also worked with early stage companies such as Synapse, one of the first bank-as-a-service fintech providers and prior to that, headed up sales for Monitise America, an early provider of mobile banking. Cary spent part of his career with consulting firms CGI & PWC where he ran the Financial Services growth teams, and FIS where he was responsible for relationships & revenue growth for top 10 US banks.

Thomas Farley

Thomas Farley

Business Development Manager

Thomas Farley LinkedIn Profile

Thomas is the business development manager for Agent IQ.

He is responsible for financial institutions realizing the customer/member needs attention and first class service on their schedule.Thomas has been in the banking industry for over 16 years, from leading sales teams in the Bay area and currently in wonderful Conejo Valley of Southern California. Thomas is most comfortable in engaging with everyone on your team, emphasizing that enthusiasm is contagious. Thomas graduated with a bachelors from Saint Mary's College

Ryan

Ryan Marshall

Director of Engineering

Ryan Marshall LinkedIn Profile

Ryan Marshall leads the engineering and development organization at Agent IQ.

Prior to Agent IQ, Ryan was at Amazon and was directly responsible for the Amazon Prime Now front-end engineering organization. He led integrations with the Amazon Global store, entry into the Singapore market, and innovations such as variable weight for Microsoft Pantry. At Microsoft he lead the creation and implementation of the Windows Application Compatibility technologies. Ryan also won distinctions for the widely successful Azure Accelerator Projects and the Azure Internal Billing systems.

Anne

Anne Sturgeon

Technical Program Manager

Anne Sturgeon LinkedIn Profile

Anne is an Agent IQ Technical Program Manager for the Engineering and Product team, as well as working on AI and NLP projects as a Linguist.

Prior to joining Agent IQ, Anne was a project manager for software development and data analytics projects for Leidos. Clients ranged from the San Francisco Bay Area regional government to the Veterans Administration. Anne worked as a linguist on voice user interface projects for 511 Traffic and Transit systems across the country before turning to project management.

Laura

Laura Elizondo

Customer Success Manager

Laura Elizondo LinkedIn Profile

Laura manages Customer Success at Agent IQ.

As a results-oriented senior customer success leader in the tech industry, she specializes in making her customer feel like a partner in the product to ensure our success with stakeholders both internal and external.

Prior to joining the Agent IQ team, Laura worked in a large educational software company to help school districts manage not only student success but also teacher retention. Laura has also worked in the healthcare industry where she managed large data sets and financial transactions.

Dan

Dan Coughlin

Staff Software Engineer

Dan Coughlin LinkedIn Profile

Dan is an expert software developer at Agent IQ, with a specialization in mobile development and the banking and payments industry.

Throughout his career Dan has worked in a senior technical capacity with almost all of the top financial institutions in the US. This has ranged from his role as the technical lead & Director for a large scale payment processing system that processed tens of millions of dollars per day for Bank of America, Chase, Wells Fargo and USAA, to the primary Solutions Architect for one the first mobile banking platforms in the US that, in eight years, grew to support over 4 million active users.

Jaekwan Lee

Jaekwan Lee

Staff Software Engineer

Jaekwan Lee LinkedIn Profile

Jaekwan is a highly skilled software engineer at Agent IQ with a unique ability to streamline and optimize complex distributed systems and their inter-related components.

Prior to joining Agent IQ, Jaekwan spent years honing his skills on various intricate software products in the United States and India. During his technical journey, he has become an expert in web applications and services, mobile applications, and embedded systems. He lives to work on the ins and outs of complex software systems and their communication highways. Jaekwan's last position was as the technical lead of Wipro Limited.

Akshay

Akshay Phadnis

Software Engineer

Akshay Phadnis LinkedIn Profile

Akshay is a versatile software engineer working across our stack, from managing data pipelines and APIs to performing product releases, he also works in the capacity of a full stack developer and a machine learning / A.I. engineer at Agent IQ.

Sally Dang

Sally Dang

Office Manager

Sally Dang LinkedIn Profile

Sally handles all things People at Agent IQ — from onboarding and payroll processing to benefits administration and HR policy-making. She runs the day-to-day office operations and provides high-level support to the executive team.

Directors & Advisors

Tim Guleri

Tim Guleri

Chairman of the Board

Tim Guleri LinkedIn Profile

Tim Guleri is a Managing Director of Sierra Ventures, a California based early stage venture capital fund and Agent IQ's Chairman of the Board. Sierra's eleven venture funds have committed capital exceeding $1.8 Billion.

Tim's investment focus is Artificial Intelligence powered B2B Information Technology Software companies. As a venture capitalist, Tim's taken two companies public; Sourcefire in 2007 (Nasdaq: FIRE) which was acquired by Cisco for $2.7B and MakeMyTrip.com (Nasdaq: MMYT). 

Bernard Louvat

Bernard Louvat

BOD Member

Bernard Louvat LinkedIn Profile

Bernard Louvat is a CEO/Founder of three VC backed technology start-ups and two corporate retail ventures with Disney and Office Depot. He started his career as a management consultant at Bain & Company.

He is an experienced board member with 20+ years of board management experience working alongside VCs and several Fortune 500 CEOs. His expertise is in SaaS & Cloud Delivery, Messaging Software, Omni Channel Customer Communication Software, AI and Robotics Software. 

Slaven

Slaven Bilac

CEO and Co-Founder

Slaven Bilac LinkedIn Profile

Leads the engineering team in managing the technology behind the company’s platform from early design to serving in production.

Prior to Agent IQ, Slaven worked at Google for more than a decade in both their Japanese and American offices. He specialized in software engineering and helped establish the machine intelligence unit in Google Cloud. Slaven holds a PhD in Computer Science from the Tokyo Institute of Technology with a research focus in Natural Language Processing and Machine Translation. He holds 6 patents and has published numerous papers at peer reviewed conferences.

John Clausen

John Clausen

BOD Member

John Clausen LinkedIn Profile

John is a founder and partner of Mendon Venture Partners, a venture capital investment and strategic advisory firm focused on the intersection of financial technology companies and traditional banks. 

John has 20+ years of experience across portfolio management, equity research, and regulation focused on a broad range of financial services in both public and private markets. Prior to Mendon Venture Partners, Mr. Clausen was a Portfolio Manager for the U.S. Small Cap Value strategy at Cortina Asset Management. He has over two decades of investing experience

Ray Davis

Ray Davis

Advisor

Ray Davis

Ray Davis, as president and CEO of Umpqua Holdings Corporation, pioneered a customer-centric banking strategy and culture that transformed his company and challenged the industry.

Davis recognized the opportunity to reimagine bank product delivery and customer experience, and set out to reinvent what a bank looks like, how it operates and how it engages the communities it serves. Davis joined Umpqua as CEO and grew from 6 locations and $140 million in assets to more than 330 locations and $24 billion in assets and today has a reputation nationally and internationally as one of the world’s most innovative banks.