Audit and Risk Committee | Position |
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Neil has served on Oportun’s board since 2017. He previously was executive vice president and chief financial officer at Intuit and held similar executive positions at Visa. Neil also served a dual role as chief financial officer for Inovant, Visa’s global IT organization. He is an independent director of RingCentral and previously served on the board of directors of Amyris. He has also held numerous senior financial positions at commercial banks, and is a certified public accountant. He received his BA in business administration from the University of Southern Mississippi. |
Chair
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Jo Ann has served on Oportun’s board since 2016. She is the founder and CEO of Barefoot Innovation Group and serves as advisor to private consumer finance companies and fintech startups. She serves on the board of the National Foundation for Credit Counseling and the Milken Institute FinTech Advisory Committee and previously served on the Consumer Advisory Board of the Consumer Financial Protection Bureau. Jo Ann previously served as chair of the board of the Financial Health Network, as Deputy Comptroller of the Currency and has held leadership roles at Treliant Risk Advisors, KPMG, and the National Association of Realtors, as well as serving on the staff of the U.S. Senate Committee on Banking, Housing, and Urban Affairs. Jo Ann was a senior fellow at the John F. Kennedy School of Government’s Mossavar-Rahmani Center for Business & Government at Harvard University. |
Member
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Louis has served as a member of Oportun’s board since 2014. He is a financial executive and certified public accountant in the state of California. He previously worked as a senior partner at KPMG, managing partner of its San Francisco office, and senior partner of its Latin American region. Louis was also an audit partner providing services to public and private companies with expertise in SEC compliance and Sarbanes-Oxley regulations. He currently serves on the board of directors of Lithia Motors. Louis received a BS in business administration from California State University, East Bay. |
Member
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Sandra (Sandy) Smith previously served as Chief Financial Officer for Segment, which was acquired by Twilio. Prior to Segment, Ms. Smith was the Vice President of Finance at Twilio, helping to lead the company through a successful IPO. Ms. Smith has also held senior financial roles at Akamai Technologies and has practiced as outside corporate counsel for multiple public and venture-back companies. Ms. Smith received a JD and MBA from the Boston College. She holds a Bachelors degree in Photography from the University of Michigan. |
Member
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Audit and Risk Committee Charter |
Download |
Compensation and Leadership Committee | Position |
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Roy Banks previously served as the Chief Executive Officer of Weave Communications, Inc, an all-in-one customer communication and engagement platform for small businesses. With more than 20 years of experience in high-tech software development, e-commerce, internet marketing and payment processing, Mr. Banks has also served as CEO Partner at Tritium Partners; President of the LoadPay business unit and a board member of Truckstop.com; CEO of Network Merchants; CEO of Accelerated Payment Technology; and President of Authorize.Net. A five-year veteran of the United States Navy, Mr. Banks holds a Bachelors degree in Business Management from Utah Valley University. |
Chair
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Ginny Lee recently served as the President and Chief Operating Officer of Khan Academy, a globally-recognized non-profit online education technology organization with a mission of providing a free, world-class education for anyone, anywhere. Prior to Khan Academy, Ms. Lee spent more than 17 years at Intuit, where she held multiple senior operational and technical roles, including Senior Vice President and General Manager of Intuit’s $650M Employee Management Solutions Division, as well as Chief Information Officer. Ms. Lee received an MBA from the Stanford University Graduate School of Business and holds a dual Bachelors degree in Business Economics and Organizational Behavior & Management. |
Member
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Carl has served as a member of Oportun’s board since 2010. He brings expertise from his role as an executive advisor at TPG Capital, a leading global private equity firm. Carl retired in 2005 from Visa, where he served as president and chief executive officer for 12 years after holding multiple leadership positions. He also worked as vice president of the international division of Crocker National Bank and vice president of metropolitan banking at Bankers Trust. |
Member
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Compensation and Leadership Committee Charter |
Download |
Credit Risk and Finance Committee | Position |
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Sandra (Sandy) Smith previously served as Chief Financial Officer for Segment, which was acquired by Twilio. Prior to Segment, Ms. Smith was the Vice President of Finance at Twilio, helping to lead the company through a successful IPO. Ms. Smith has also held senior financial roles at Akamai Technologies and has practiced as outside corporate counsel for multiple public and venture-back companies. Ms. Smith received a JD and MBA from the Boston College. She holds a Bachelors degree in Photography from the University of Michigan. |
Chair
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Jo Ann has served on Oportun’s board since 2016. She is the founder and CEO of Barefoot Innovation Group and serves as advisor to private consumer finance companies and fintech startups. She serves on the board of the National Foundation for Credit Counseling and the Milken Institute FinTech Advisory Committee and previously served on the Consumer Advisory Board of the Consumer Financial Protection Bureau. Jo Ann previously served as chair of the board of the Financial Health Network, as Deputy Comptroller of the Currency and has held leadership roles at Treliant Risk Advisors, KPMG, and the National Association of Realtors, as well as serving on the staff of the U.S. Senate Committee on Banking, Housing, and Urban Affairs. Jo Ann was a senior fellow at the John F. Kennedy School of Government’s Mossavar-Rahmani Center for Business & Government at Harvard University. |
Member
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Roy Banks previously served as the Chief Executive Officer of Weave Communications, Inc, an all-in-one customer communication and engagement platform for small businesses. With more than 20 years of experience in high-tech software development, e-commerce, internet marketing and payment processing, Mr. Banks has also served as CEO Partner at Tritium Partners; President of the LoadPay business unit and a board member of Truckstop.com; CEO of Network Merchants; CEO of Accelerated Payment Technology; and President of Authorize.Net. A five-year veteran of the United States Navy, Mr. Banks holds a Bachelors degree in Business Management from Utah Valley University. |
Member
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Carl has served as a member of Oportun’s board since 2010. He brings expertise from his role as an executive advisor at TPG Capital, a leading global private equity firm. Carl retired in 2005 from Visa, where he served as president and chief executive officer for 12 years after holding multiple leadership positions. He also worked as vice president of the international division of Crocker National Bank and vice president of metropolitan banking at Bankers Trust. |
Member
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Neil has served on Oportun’s board since 2017. He previously was executive vice president and chief financial officer at Intuit and held similar executive positions at Visa. Neil also served a dual role as chief financial officer for Inovant, Visa’s global IT organization. He is an independent director of RingCentral and previously served on the board of directors of Amyris. He has also held numerous senior financial positions at commercial banks, and is a certified public accountant. He received his BA in business administration from the University of Southern Mississippi. |
Member
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Credit Risk and Finance Committee Charter |
Download |
Nominating, Governance and Social Responsibility Committee | Position |
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Chair
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Member
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Member
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Nominating, Governance and Social Responsibility Committee Charter |
Download |
R. Neil Williams
Neil has served on Oportun’s board since 2017. He previously was executive vice president and chief financial officer at Intuit and held similar executive positions at Visa. Neil also served a dual role as chief financial officer for Inovant, Visa’s global IT organization. He is an independent director of RingCentral and previously served on the board of directors of Amyris. He has also held numerous senior financial positions at commercial banks, and is a certified public accountant. He received his BA in business administration from the University of Southern Mississippi.
Jo Ann Barefoot
Jo Ann has served on Oportun’s board since 2016. She is the founder and CEO of Barefoot Innovation Group and serves as advisor to private consumer finance companies and fintech startups. She serves on the board of the National Foundation for Credit Counseling and the Milken Institute FinTech Advisory Committee and previously served on the Consumer Advisory Board of the Consumer Financial Protection Bureau. Jo Ann previously served as chair of the board of the Financial Health Network, as Deputy Comptroller of the Currency and has held leadership roles at Treliant Risk Advisors, KPMG, and the National Association of Realtors, as well as serving on the staff of the U.S. Senate Committee on Banking, Housing, and Urban Affairs. Jo Ann was a senior fellow at the John F. Kennedy School of Government’s Mossavar-Rahmani Center for Business & Government at Harvard University.
Louis P. Miramontes
Louis has served as a member of Oportun’s board since 2014. He is a financial executive and certified public accountant in the state of California. He previously worked as a senior partner at KPMG, managing partner of its San Francisco office, and senior partner of its Latin American region. Louis was also an audit partner providing services to public and private companies with expertise in SEC compliance and Sarbanes-Oxley regulations. He currently serves on the board of directors of Lithia Motors. Louis received a BS in business administration from California State University, East Bay.
Sandy Smith
Sandra (Sandy) Smith previously served as Chief Financial Officer for Segment, which was acquired by Twilio. Prior to Segment, Ms. Smith was the Vice President of Finance at Twilio, helping to lead the company through a successful IPO. Ms. Smith has also held senior financial roles at Akamai Technologies and has practiced as outside corporate counsel for multiple public and venture-back companies. Ms. Smith received a JD and MBA from the Boston College. She holds a Bachelors degree in Photography from the University of Michigan.
Roy Banks
Roy Banks previously served as the Chief Executive Officer of Weave Communications, Inc, an all-in-one customer communication and engagement platform for small businesses. With more than 20 years of experience in high-tech software development, e-commerce, internet marketing and payment processing, Mr. Banks has also served as CEO Partner at Tritium Partners; President of the LoadPay business unit and a board member of Truckstop.com; CEO of Network Merchants; CEO of Accelerated Payment Technology; and President of Authorize.Net. A five-year veteran of the United States Navy, Mr. Banks holds a Bachelors degree in Business Management from Utah Valley University.
Ginny Lee
Ginny Lee recently served as the President and Chief Operating Officer of Khan Academy, a globally-recognized non-profit online education technology organization with a mission of providing a free, world-class education for anyone, anywhere. Prior to Khan Academy, Ms. Lee spent more than 17 years at Intuit, where she held multiple senior operational and technical roles, including Senior Vice President and General Manager of Intuit’s $650M Employee Management Solutions Division, as well as Chief Information Officer. Ms. Lee received an MBA from the Stanford University Graduate School of Business and holds a dual Bachelors degree in Business Economics and Organizational Behavior & Management.
Carl Pascarella
Carl has served as a member of Oportun’s board since 2010. He brings expertise from his role as an executive advisor at TPG Capital, a leading global private equity firm. Carl retired in 2005 from Visa, where he served as president and chief executive officer for 12 years after holding multiple leadership positions. He also worked as vice president of the international division of Crocker National Bank and vice president of metropolitan banking at Bankers Trust.
Sandy Smith
Sandra (Sandy) Smith previously served as Chief Financial Officer for Segment, which was acquired by Twilio. Prior to Segment, Ms. Smith was the Vice President of Finance at Twilio, helping to lead the company through a successful IPO. Ms. Smith has also held senior financial roles at Akamai Technologies and has practiced as outside corporate counsel for multiple public and venture-back companies. Ms. Smith received a JD and MBA from the Boston College. She holds a Bachelors degree in Photography from the University of Michigan.
Jo Ann Barefoot
Jo Ann has served on Oportun’s board since 2016. She is the founder and CEO of Barefoot Innovation Group and serves as advisor to private consumer finance companies and fintech startups. She serves on the board of the National Foundation for Credit Counseling and the Milken Institute FinTech Advisory Committee and previously served on the Consumer Advisory Board of the Consumer Financial Protection Bureau. Jo Ann previously served as chair of the board of the Financial Health Network, as Deputy Comptroller of the Currency and has held leadership roles at Treliant Risk Advisors, KPMG, and the National Association of Realtors, as well as serving on the staff of the U.S. Senate Committee on Banking, Housing, and Urban Affairs. Jo Ann was a senior fellow at the John F. Kennedy School of Government’s Mossavar-Rahmani Center for Business & Government at Harvard University.
Roy Banks
Roy Banks previously served as the Chief Executive Officer of Weave Communications, Inc, an all-in-one customer communication and engagement platform for small businesses. With more than 20 years of experience in high-tech software development, e-commerce, internet marketing and payment processing, Mr. Banks has also served as CEO Partner at Tritium Partners; President of the LoadPay business unit and a board member of Truckstop.com; CEO of Network Merchants; CEO of Accelerated Payment Technology; and President of Authorize.Net. A five-year veteran of the United States Navy, Mr. Banks holds a Bachelors degree in Business Management from Utah Valley University.
Carl Pascarella
Carl has served as a member of Oportun’s board since 2010. He brings expertise from his role as an executive advisor at TPG Capital, a leading global private equity firm. Carl retired in 2005 from Visa, where he served as president and chief executive officer for 12 years after holding multiple leadership positions. He also worked as vice president of the international division of Crocker National Bank and vice president of metropolitan banking at Bankers Trust.
R. Neil Williams
Neil has served on Oportun’s board since 2017. He previously was executive vice president and chief financial officer at Intuit and held similar executive positions at Visa. Neil also served a dual role as chief financial officer for Inovant, Visa’s global IT organization. He is an independent director of RingCentral and previously served on the board of directors of Amyris. He has also held numerous senior financial positions at commercial banks, and is a certified public accountant. He received his BA in business administration from the University of Southern Mississippi.
Ginny Lee
Ginny Lee recently served as the President and Chief Operating Officer of Khan Academy, a globally-recognized non-profit online education technology organization with a mission of providing a free, world-class education for anyone, anywhere. Prior to Khan Academy, Ms. Lee spent more than 17 years at Intuit, where she held multiple senior operational and technical roles, including Senior Vice President and General Manager of Intuit’s $650M Employee Management Solutions Division, as well as Chief Information Officer. Ms. Lee received an MBA from the Stanford University Graduate School of Business and holds a dual Bachelors degree in Business Economics and Organizational Behavior & Management.
Louis P. Miramontes
Louis has served as a member of Oportun’s board since 2014. He is a financial executive and certified public accountant in the state of California. He previously worked as a senior partner at KPMG, managing partner of its San Francisco office, and senior partner of its Latin American region. Louis was also an audit partner providing services to public and private companies with expertise in SEC compliance and Sarbanes-Oxley regulations. He currently serves on the board of directors of Lithia Motors. Louis received a BS in business administration from California State University, East Bay.
Carl Pascarella
Carl has served as a member of Oportun’s board since 2010. He brings expertise from his role as an executive advisor at TPG Capital, a leading global private equity firm. Carl retired in 2005 from Visa, where he served as president and chief executive officer for 12 years after holding multiple leadership positions. He also worked as vice president of the international division of Crocker National Bank and vice president of metropolitan banking at Bankers Trust.