Executive Bios
CashEdge’s executive team is experienced in financial consulting, strategy, technology, and operations. The executive group brings to CashEdge an exceptionally well-qualified, cohesive team focused on delivering CashEdge’s innovative technologies to the world’s leading financial institutions. The Management Team includes:
Sanjeev Dheer, CEO & President
Sanjeev Dheer co-founded CashEdge in 1999 and oversees all corporate strategy, implementation and direction for the company. He has more than 15 years of experience serving the financial services industry. Prior to starting CashEdge, Mr. Dheer was a partner at McKinsey & Company where he served financial institutions on a range of strategy and operational issues and was a leader of the firm's global e-commerce practice. Previously, Mr. Dheer worked as a systems analyst and IT consultant at the United Nations Development Program. Mr. Dheer earned an MBA from Stanford Business School, where he was an Arjay Miller Scholar, and an MA in History from St. Stephen's College, University of Delhi.
Rhonda Bassett-Spiers, Chief Operating Officer
Rhonda Basset-Spiers is the former Senior Vice President and Chief Information Officer (CIO) of BEA Systems. In her tenure at BEA, Ms. Basset-Spiers provided direction for all aspects of the company's worldwide IT environment, including development, deployment and support of all business applications, data center and computing operations, data and voice communications and web-based customer support services. Prior to joining BEA Systems, Ms. Basset-Spiers has more than 15 years of information technology, manufacturing, distribution and global supply chain experience in a number of roles at Hewlett Packard Company, Agilent Technologies, and Control4. Ms. Bassett-Spiers is on the board of Application Security, Inc. and BigFix, Inc.
Carl D. Blandino, Chief Financial Officer
Carl D. Blandino is responsible for overseeing and driving the financial, accounting, tax and treasury functions at CashEdge. As a senior executive, Mr. Blandino has more than 30 years of financial, operating and public accounting experience at several private and public high technology and software companies. Most recently, he served as the Executive Vice President & CFO for Informed Medical Communications (IMC), a leader in delivering integrated biotechnology and pharmaceutical marketing programs for targeted and active groups of patients and medical professionals. His prior roles include executive and senior level management positions with Open Solutions Inc., where he led the company’s successful IPO, and Online Resources & Communications Corp., Segue Software (now Borland Software), and Per Se’ Technologies (now McKesson Corporation). Mr. Blandino received his BS in Finance & Accounting from Robert Morris University and he is a member of the American Institute of Certified Public Accountants.
Amir Sunderji, Chief Payments and Risk Officer
Amir Sunderji is responsible for risk management and payment operations at CashEdge. He has 15 years of experience in the financial services industry. Prior to joining the team, Mr. Sunderji was with BarterTrust.com, a business-to-business barter exchange, where as chief credit officer he led the risk and economy management efforts. Previously, he was vice president of risk management and credit policy at Advanta Business Services, a subsidiary of Advanta Corporation. Mr. Sunderji also directed risk management efforts for Mercedes-Benz Credit Corporation’s $8 billion portfolio. Before that, he held a number of positions at HSBC in audit and risk examination, capital markets and consumer finance, and was vice president of risk management for a $4 billion portfolio. Mr. Sunderji earned an MBA in Finance from the University of Dar-es-Salaam in Tanzania and a BS in Accounting from the University of Poona in India.
Neil Platt, Senior Vice President and General Manager, US Banking
Neil Platt is responsible for all sales, marketing and business development at CashEdge. He has more than 10 years of experience in the financial services industry. Prior to joining CashEdge, Mr. Platt was vice president and senior analyst at Scott’s Cove Capital Management, an affiliate of Fleming Asset Management, where he was responsible for investing in distressed companies, turnarounds, and special situations. Previously, he was an engagement manager with McKinsey & Company, where he served financial institution clients on a variety of strategic and operational issues. Mr. Platt received an MBA from Columbia Business School, where he was a Samuel Bronfman Fellow, and a BA from Princeton University.
Thomas Roberts, Senior Vice President & General Manager, Wealth Management
Tom Roberts is responsible for all sales, marketing, client management and strategy for CashEdge's brokerage, wealth management and data consolidation business. Prior to joining CashEdge, he served as Vice President for Corporate Services at E*TRADE Financial. In that role, he was responsible for leading two major business units, Employee Stock Plans and Designated Brokerage. During his tenure, he increased revenues by more than 600 percent and made the division a core part of E*TRADE's business. Previously, Mr. Roberts was Vice President of Sales & Marketing for the Internet Division of DST Systems, a $2 billion software and processing firm serving multiple industries. Mr. Roberts started his career at Broadview Associates (now part of Jefferies & Company) which is a leading investment bank focused on the high-technology industry. Mr. Roberts has an MBA from Columbia Business School.
Jeremy Sokolic, Vice President, Marketing
Jeremy Sokolic is responsible for product marketing, adoption analysis, new service/product definition, marketing communication, and corporate marketing. During his first seven years at CashEdge, he held the position of Vice President of Product Management. In this role he built the company’s product management group from its inception. Mr. Sokolic has more than 15 years of experience in the financial services industry. Prior to joining CashEdge, Mr. Sokolic was an associate and business analyst at McKinsey & Company, where he served a range of clients in the areas of healthcare and financial services. Previously he was an associate with Atlantic Medical Partners, a private equity investor. Mr. Sokolic received an MBA from Columbia Business School and a BS in Economics from the Wharton School, University of Pennsylvania.
Deborah Kovacs, Vice President, Product Planning and Program Management
Deborah Kovacs is responsible for product design and implementation. She has spent most of her career developing software for the financial services industry and has more than 20 years of experience in information technology and enterprise software management. Prior to joining CashEdge, Ms. Kovacs served a variety of technology companies including Sanchez Computer Associates, now part of Fidelity Information Services. As Senior Vice President of Product Management at Sanchez she managed a team of 120 people and was responsible for building and managing all product development functions. Ms. Kovacs received a BS in Information Systems from Carnegie-Mellon University.
David Cooper, Chief Technology Office and Vice President of Product Development
David Cooper is responsible for all engineering functions worldwide within CashEdge. He has 18 years of software development experience, covering a wide range of technologies, applications and product areas. Mr. Cooper has a proven track record of designing and delivering innovative software products and has received several industry awards recognizing his products. Prior to joining CashEdge, he was director of software development at Oracle and was responsible for several products within the Oracle Applications division. Before Oracle Mr. Cooper held senior engineering management positions within Assentive Inc, Vuent Inc, and Coryphaeus Software Inc. He has a BS from Strathclyde University, Scotland.
“With tens of millions of consumers banking online, CashEdge remains focused on consumer banking applications that use aggregation technology to deliver consumer value in innovative ways. That is thought leadership.”
FiSite Research – September 2004