Powered by People

Our Story

PrecisionLender was founded in 2009, with one directive: To let computers do what computers do best, so that humans are freed up to do what they do best.

In the world of commercial pricing & profitability, that means providing bankers with the right information at the right moment – when they’re having a conversation with a customer about how to structure a deal. Everything in PrecisionLender is designed by starting at that critical human interaction and working backward, putting the focus on the customer, instead of a rate sheet.

The company has grown rapidly and our client list now includes banks of all sizes, from those that serve local communities to those with offices around the world. All along the way we’ve held on to the same guiding principles: be helpful, be humble, be honest, and be human.

 

Leadership

Carl Ryden

CEO & Cofounder

Carl Ryden has deployed pricing management solutions in hundreds of financial institutions, ranging from banks that span the globe to those that serve local communities.  Carl initially developed PrecisionLender’s pricing system and is now primarily focused on providing strategic consulting to PrecisionLender clients and charting the course for the Company’s efforts in artificial intelligence.  Carl previously worked as a consultant at Bain & Company and as a Principal for a venture capital company.  Carl holds an MBA from MIT Sloan School of Management, a Master’s Degree in Electrical Engineering and Computer Engineering from MIT and a BS in Electrical Engineering from NC State University.

Ken Garcia

President & Cofounder

Ken has facilitated PrecisionLender’s growth since inception.  He was previously a partner at a venture capital company and has successfully steered several companies through periods of high growth, including the founding and IPO (NYSE) of a services company.  Ken received his JD from the University of Texas School of Law and a Bachelor of Science from Cornell University.

Greg Upham

CFO & Cofounder

Greg leads the finance function and the Client Shared Services team at PrecisionLender.  He has overseen the onboarding of over 100 clients since inception.  His background includes senior leadership roles in several private and public high growth companies.  He holds a BBA in Finance and Accounting from the University of Houston.

Katharine Briggs

EVP – Client Development & Success

Katharine leads the sales and success activities at PrecisionLender.  Before joining PrecisionLender, she led the lending operations for Blackstone’s B2R Finance as the Chief Operating Officer.  Previously she was a Managing Director with BlackRock Solutions.  Katharine graduated from Washington & Lee University with a BS in Finance and Accounting.

Dallas Wells

EVP – International Operations

Dallas leads PrecisionLender’s international expansion.  Prior to PrecisionLender, Dallas held executive positions at two US banks.  Dallas graduated as a Danforth Scholar from Washington University with a BSBA in Finance and is also a graduate of the Southwestern Graduate School of Banking at Southern Methodist University.

Catherine Harrell

EVP – Marketing

Catherine is responsible for category design, building brand awareness, and increasing engagement and demand for our solutions through integrated, multi-channel marketing programs for prospects, partners, current clients and employees.  Prior to PrecisionLender Catherine was VP of Marketing at Citrix ShareFile and Intuit. Catherine holds an MBA from Duke University, and a BA from UNC-Chapel Hill.

Chris Nelms, CISSP, CISM, CRVPM, SEC+

EVP – Trust & Security

Chris is responsible for managing Information Security, Risk Management and partnering with our clients to build trust through due diligence and continuous monitoring.  Prior to PrecisionLender, Chris was the VP of IT & Information Security Officer for Mid Penn Bank in Millersburg PA.  He holds a degree in Information Technology from the University of Phoenix and has CISSP, CISM, C|CISO CRVPM, and SEC+ certifications.

George Neal

EVP – Data Insights

George is the rare combination of banker, data scientist, and educator.  He has held executive roles in both retail and investment banking focused on risk management, predictive analytics, and profitability.  He graduated from Hawaii Pacific University with a BA in Mathematics and an MBA focused on Finance and Quantitative Methods.

Jeff Henderson

EVP – Product Development

Jeff brings a wealth of experience developing scalable, secure software solutions that deliver a great user experience.  Before joining PrecisionLender, Jeff held several senior leadership engineering and product positions at high growth software companies.  Jeff holds a degree from Wake Forest University.

Jenny Bo

Director of Client Development

Jenny’s varied background – with jobs in finance, entrepreneurship, account management, and client services – makes her uniquely suited to serve as PrecisionLender’s Director of Client Development. Every day, Jenny is building relationships with bankers that quickly evolve into business partnerships.

Laura Jackson, PhD

Principal Data Scientist

Dr. Laura Jackson searches for actionable insights in data by uncovering trends, patterns and anomalies. She previously did predictive modeling and software development at SAS, in the areas of financial services and manufacturing. Laura holds a masters in Operations Research from William & Mary and a doctorate in Computer Science from North Carolina State University.

Community Service

We know the importance of building strong communities and every day we’re doing our best to passionately help others first.

We’re Hiring

Are you interested in working with a fast-growing, client-centric company? We would love to hear from you!

Charlotte Office

5605 Carnegie Blvd, Suite 250
Charlotte, NC 28209

London Office

Mermaid House – Suite 5.03
2 Puddle Dock
London EC4V 3DB, UK

Cary Office

1225 Crescent Green, Suite 125
Cary, NC 27518

Phone & Email

Toll Free: +1-877-506-2744
Direct Line: +1-980-297-7100
Fax: +1-980-297-7119
info@precisionlender.com

Australia Office

Level 57 MLC Centre, 19-29 Martin Place
Sydney NSW 2000