Our Credo

Actions Speak Louder Than Words

Core Values


We care about people – the ones we work with and the ones we work for. We are committed to each other and upholding the values we share.


For us, integrity is everything: Ethics. Honesty. Transparency. Impartiality. Accountability. And the way people and systems work together to perform.


Good enough will never be good enough. We will be ever vigilant to look for more and better ways to assure both quality and revenue-enhancement services for our bank and credit union clients.


Doing as our bank and credit union clients ask makes us good. Going beyond to understand and do what they need, but didn’t ask for, makes us great.


Though we take pride in our expertise, we place a premium on every opportunity to gain knowledge about markets, efficiencies, and our customers’ needs.


When it comes to serving our bank and credit union clients, working with suppliers, and working together as a team, we will always seek the greater good for all.


We will continually adjust our process to respond to market trends, to address situations, and to meet the needs of our bank and credit union clients.


We work in an atmosphere of openness. We are accountable to each other and to our bank and credit union clients. We keep our commitments and make it right when we fall short.

Jason Berman

SVP - Business Development

Richard Bissett

Consulting Director, SRM Europe

Monica Blair

Office Manager & Controller

  • 901-681-0204 ext. 213

Russ Bourne

EVP - Client Management

Mike Carter

Executive Vice President

  • 901-681-0204 ext. 214

Gene Ciemny

SVP - Project Management

  • 901-681-0204

Sanjiv Desai

SVP - Information Technology

  • 901-681-0204 ext. 226

Brad Downs


  • 901-681-0204 ext. 212

Curtis Downs


  • 901-681-0204 ext. 211

Peggy Finke

Administrative Assistant

Phillip Foster

VP - Client Management

  • 303-588-1484

John Fuller

SVP - Business Development

  • 469-910-2332

Patrick Goodwin


  • 901-681-0204 ext. 220

Cody Harrell

SVP - Project Management

Ken Hayes

SVP - Business Development

  • 815-899-1104

Kim Hennessy

Executive Assistant

Bret Herbert

SVP - Project Management

  • 512-922-3482

Emily Holt

Administrative Assistant

Kim Howell

Business Development

  • 901-681-0204 ext. 223

Jane Kendall

Project Management

  • 901-681-0204 ext. 222

Bruce Knutson

EVP - Business Developement

  • 574-287-2222

Robert Koehler

EVP - Project Management

  • 731-300-7052

Jim Kurtz

EVP - Manufacturing & Services

  • 901-681-0204 ext. 218

Brent Lapp

SVP - Business Development

  • 267-245-8422

Jeff Moeller

VP - Business Development

Ben Mrva

EVP - Business Development

  • 901-681-0204 ext. 224

Mark Mrva

VP - Project Management

  • 901-681-0204 ext. 221

Rebekah Nassbaum

Business Development

  • 972-665-9768

Larry Pruss

SVP - Project Management

  • 901-681-0204

Danica Rubin

Administrative Assistant

  • 901-681-0204 ext. 210

Micki Schueler

VP - Client Management

  • 734-834-6553

Myron Schwarcz

Executive Vice President

David Varney

Consulting Director, SRM Europe

Sisa Wang

Marketing & Communications Specialist

  • 901-681-0204 ext. 219

Neil Whittaker

Managing Director, SRM Europe

Patti Wubbels

SVP - Business Development

Uma Zielinski

SVP - Business Development

  • 614-829-7686