Revio Insight is a customer insights platform that transforms complex bank data to identify actionable revenue and deposit growth opportunities. Revio’s Insight enables efficient and effective relationship building based on the types of financial products and services your customers need and are already using. We help bankers grow their customer relationships and meet more of their customers’ financial services needs.

Providing Information Security oversight, guidance, best practices, and governance to Revio Insights.

Responsible for the bank’s entire banking ecosystem and related technology platforms, including digital transformation efforts, banking-as-a-service, payment rails, fintech integration, proprietary application development, data management, remote work, information security, information technology governance, and regulatory compliance. Key Achievements:• IT & Security Transformation: Addressed audit issues, implemented VPN/remote work, and conducted disaster recovery tests within 90 days.• Digital Expansion: Developed and launched digital banking solutions, expanding national reach.PPP Loan Facilitation: Enabled 3,600 SBA PPP loans, bringing in 1,400 new customers, with 45% retained post-pandemic.• Revenue Growth: $145MM in new loans from a $10K digital marketing investment.• Digital Onboarding: Launched fully digital commercial account opening, bringing in 4,000 new business relationships.• Data Center Modernization: Migrated to Tier 3 data centers, enhancing redundancy and disaster recovery capabilities.• API & B2B Integrations: Facilitated $400MM in deposits through HOA software integrations.ERP Integration: Streamlined banking-to-ERP data feeds for business clients.• SunPay Solution: Launched payment portal for ACH/credit card payments, generating fee income from tuition processing.• Cybersecurity Enhancements: Strengthened security posture with training, insurance, and product offerings like Fortress Checking.• Technology Patent: In 2023, Sunwest Bank filed its first technology patent on an innovation solution I created, redesigning traditional Positive Pay solutions used by banks with a new anti-check forgery capability.• Cost Optimization: Reduced IT budget by 39% through consolidation and renegotiations.• Strategic Shift: Transformed IT from operations to a revenue-driving force within the bank.

Matthew March served as the Chief Information Officer for Pacific Premier Bank. As Chief Information Officer, he was responsible for all bank systems and technology, process automation, data management, information security, technology governance and regulatory compliance. • Developed and executed a successful 1, 3, and 5 year technology strategy • Responsible for a $40M annual budget with a < 1% variance in 2018 • Successfully completed 3 mergers and acquisitions in 2 years • Supported rapid growth of the Bank from $3B to $12B, and 300% growth in customers and employees and physical locations • Met all regulatory requirements and achieved satisfactory regulatory safety and soundness exams in 2018 and 2019 as the bank grew from a Community Bank to a Regional Bank over $10B in assets • Achieved satisfactory ratings on all internal/external audits since 2017 • Implemented a robust cybersecurity program at the Bank with an Emerging/Evolving rating on the FFIEC CAT2 • Re-negotiated legacy technology contracts saving the Bank $5M+ annually • Moved the Bank to a paperless enterprise content management platform • Leveraged the Bank’s Salesforce platform to deliver an improved customer journey and UX for various loan products, allowing the Bank to win a multi-million dollar RFP for a major national Franchise brand • Moved the Bank’s CoLo data center from San Diego to a Tier IV Data Center in Las Vegas • Implemented High-Availability Infrastructure, which supported 100% successful BCP/DR tests in 2018 and 2019 • Augmented proprietary API banking solution that allowed the Bank to capture $1.5B in low cost deposits for our HOA division

• Developed executed successful greenfield startup technology strategy • Designed and implemented a 100% cloud-based technology platform • Lean, agile technology model with low total cost of ownership with 99.999% uptime • Company originated $3B in loan production on the technology platform • Adopted and adapted COBIT-5 IT controls, governance, policies and processes • Adopted, implemented, tested and monitored ISO 27001 and NIST information security controls, policies, procedures and cyber technologies • Implemented enterprise business intelligence platform across all 27 data sources, deployed balanced scorecards, executive dashboards, operational reporting, with mobile access, real-time alerting and predictive analytics • Leveraged AI and Machine Learning to optimize cross-sell, re-sell, and up-sell opportunities• Successfully designed, delivered and executed annual Disaster Recovery, Business Continuity Plan, Worksite Recovery and Call-Tree tests • Successfully completed all annual audits with no material findings and satisfactory ratings

Matthew March served as both the Chief Information Officer and Chief Administrative Officer for the Banc of California. As Chief Information Officer, he was responsible for systems and technology, process automation, information management, enterprise data warehouse development and operational analytics. As Chief Administrative Officer, he oversaw the Shared Services division of the company, which included Central Operations, Process Excellence, Loan Servicing, Facilities, Human Resources, Marketing, and Project Management. • Key contributor to the overall Banc of California Strategic Plan, Business Plan and Annual Budget • Successfully planned and executed acquisition, merger and conversion of Popular Community Bank, 20 retail branches, 100+ new staff, 66,000 new customers and 2.6B in assets • Completed enterprise technology initiative to consolidate legacy subsidiary data centers, networks, systems and applications into a single, homogenous, service oriented solution • Eliminated $15M technology expense annually• Implemented cloud-based technology solutions, including SalesForce.com, nCino, Eloqua, Taleo, Oracle Cloud ERP, Google Drive, Office 365 to further enable productivity and efficiency across a mobile workforce • Completed multiple OCC, FRB, KPMG, Protiviti and Internal Audits with satisfactory ratings, no material findings and successfully resolved legacy MRAs from the OCC • Collaborated with the Chief Security Officer, vendors and third-party information security firms to implement an active Information Security program at the Banc of California • Designed and implemented an effective Business Intelligence core-competency at the Banc of California and a robust Enterprise Data Warehouse platform, Dashboards, Scorecards and Operational Reports. • Built a strong Enterprise Program Management practice at the Banc of California• Introduced Process Excellence to the Banc of California and lean Six Sigma tools

www.bancofcal.com

www.carringtonescrow.com

Chairperson of the Carrington Charitable Foundation Advisory Committee. The Carrington Charitable Foundation provides financial, in-kind donations and volunteer support to non-profit organizations, giving back to the communities in which Carrington Associates live and work.www.carringtoncf.org