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Finding true love in tech partnerships: The dos and don’ts

In a world with thousands of specialized start-ups and companies, how do you select the ones that will best complement your needs, and support your business as it scales? Join us as Stash, Mambu, Marqeta, Mastercard, Stride, and Alloy share tips for finding reliable partners, fostering strong collaboration, and creating dynamic environments for innovation.


Kevin Issadore | Head of Business Development, North America, Marqeta

Kevin Issadore is Marqeta’s Head of Business Development for North America, overseeing the company’s customer acquisition and sales strategy. He previously led sales for Marqeta’s rapidly growing enterprise and digital banking segment after joining the company in June 2020. Prior to Marqeta, he was a sales director at Quid, and started his career at FactSet, serving various roles in business development and sales during his seven years at the company. Kevin holds a BA with honors from University of Vermont.

Brandon Krieg | CEO & Cofounder, Stash

Brandon Krieg is the CEO/co-founder of Stash, an industry-leading investing and banking app empowering everyday Americans to invest and build long-term wealth. Today, Stash has more than 2M active subscribers and 6M customers and is experiencing record growth, surpassing $100M in revenue in the past year. Stash’s customer-centric platform, rooted in a personalized experience with advice and education, has helped customers save nearly $3 billion to date—all via regular and automatic deposits of just $31 at a time on average. Stash has awarded more than 59 million fractional shares to customers who use its one-of-a-kind Stash Stock-Back® Card.

Tim Montgomery | Senior Vice President, North America Digital Partnerships, Mastercard

Tim Montgomery is senior vice president, North America Digital Partnerships at Mastercard. In his role, Tim leads a team working with digital players and fintechs large and small to engage, innovate and accelerate digital payments at scale. Through a consultative approach, Tim and his team work hand-in-hand with its partners in the U.S. and around the globe – from e-commerce marketplaces to neobanks to crypto exchanges to enablers and more – to build best-in-class solutions tapping Mastercard technology and services.   Tim joined Mastercard in 2010 and has held several roles across the organization. He has spent the majority of his career focusing on elevating and accelerating digital partners, in turn innovating for the future of commerce. Tim lives in San Francisco with his wife and daughter. He holds a B.S. in Finance & International Business from New York University. When he is not working you can find him outside either hiking, trail running or mountain biking.

Chelsea Puckett | SVP of Strategic Payments Systems, Stride Bank

Chelsea Puckett is the Senior Vice President of Strategic Payments Systems at Stride Bank, National Association. In her 10+ years at Stride Bank, she has been a dynamic leader and passionate innovator in her role directing the Payments Division and Operations department. She has been a linchpin in the implementation and scaling of strategic FinTech partnerships through which the Bank increased transaction volume by more than 50x and deposits by 3x in just two years’ time. Chelsea specializes in real-time payments, NACHA, platform banking, FinTech partnerships, relationship management, debit/credit/prepaid card processing, and operational efficiencies. Chelsea graduated cum laude with a Bachelor of Science from Northwestern Oklahoma State University. In addition to her role at Stride, she serves as an advisor on the Federal Reserve Bank of Kansas City 10J Payments Advisory Group (JPAG).

Parilee Wang | Head of Product, Alloy

Parilee Edison Wang is the Head of Product at Alloy, the identity platform for fraud and risk decisions. She has spent the last 15 years working in product and fintech, driven by the opportunity to help solve interesting problems without obvious answers. Prior to Alloy, Parilee led product at Bread and was a part of the product team at OnDeck. Parilee received her bachelor’s degree in international relations from Stanford University in 2008 and a master’s in business administration from Harvard Business School in 2013.

Ted Westhelle | Senior Manager, North American Digital Sales, Mambu

Ted Westhelle is the Senior Manager, North American Digital Sales for Mambu. His goal is to provide data-driven strategy, sales processes, and enablement to the organization. Ted is a driven and self-directed business development executive with comprehensive accomplishments leading sales, marketing, product development, investment services, innovation and cross-functional teams to ensure success and achieved goals. Known as an innovative thinker with strong marketing, research, analysis, technology and strategic planning acumen, he has demonstrated success developing and seamlessly executing plans in fast-paced organizations. His expertise includes managing multi-million dollar sales goals and advising C-level executives and investors.