Sam Sellery Email & Phone Number

Lakewood, Ohio, Us

The Digital Banking organization oversees all client-facing technology for First Mutual Holding Co. and it’s affiliates. Utilizing a 'plan, build, run' model, the organization delivers the product strategy, development, delivery and support services for online banking, (retail, small business, and commercial), digital account opening, loan origination systems, payments and core banking platform. Our mission is to remove barriers that stand between our member banks and their client's financial goals by applying human-centered design (UX/UI), product creation and data automation to every layer of our technology stack.

Cleveland , Ohio, Us

I led the vision, strategy, development and delivery of our digital financial planning, investment advisory and self-directed trading platform.

Cleveland , Ohio, Us

I led the digital product vision, development, and delivery of our digital transformation “integrated experience” initiative which combined our retail banking and investment businesses into a single digital tool: “EasyUp.” “Easy-Up” allows clients to round-up their debit card spending to the nearest dollar, sending the ‘spare change’ to a savings, investment or loan account. I delivered the product and technical vision, business case, CapX and OpX projections, development, rollout, and support plans for “EasyUp.” Offered to 1.2M digital users, we achieved a 70,000 unit adoption rate and $10M saved within the first 6 months.

Cleveland , Ohio, Us

Led the strategy, agile development, and delivery of the bank’s automated digital investment platform (Robo Advisor), which utilized a “smart” marketing model built on a data algorithm that targeted clients with a specific deposit or asset range.

SellerySignals is an digital securities research platform that uses data modeling and predictive analytics to help Wealth Managers and retail traders better identify trading decisions through visual insights.

Zurich, Ch

Oversaw trading models, financial planning software, and trading decisions for a $250M investment portfolio.Over the years my roles evolved from leading business development strategy to needs-based financial planning to discretionary portfolio manager. Before leaving to open my own company I was in a managerial role where I had responsibility over several direct-report staff members, both administrative and trading.

B.S. Sports Leadership & Management

Student Athlete - Baseball

Education record