SRM International Advisory Board

SRM’s International Advisory Board includes highly-experienced financial services executives from across the globe.

With a diverse representation from five different countries, the board currently has thirteen members who provide strategic guidance and perspectives across SRM’s operating model and areas of service. Members also assist SRM in fostering strategic global partnerships and alliances.

SRM is proud to collaborate with such a prestigious group of professionals who are committed to our goals of achieving excellence on a global scale.

SRM’s International Advisory Board Members

Stan Viner (Chair) | Birmingham, AL

  • President, SJViner and Associates
  • Chair, Ole Miss School of Business Banking and Finance Advisory Board
  • Strategist and Board Advisor for the William Mills Agency (Specializing in FinTech PR) 
  • Former General Manager/National Sales of Banking at Jack Henry & Associates  
  • Former Instructor at the Graduate School of Banking at Colorado  
  • Past Member of Board of Directors for InBank  
  • BBA, Ole Miss and Managerial Leadership Certificate, University of Texas/McCombs School of Business
Stan Viner on LinkedIn

David Bailey | Reading, UK

  • Strategic Advisor to leaders of Professional Services and IT Services firms, focusing on growth strategies, turnarounds, operational effectiveness, and mergers and acquisitions
  • Chair of global SAP consultancy and implementation partner invenioLSI
  • 22-year management consultant operating in organizations such as Lloyds TSB, Glaxo, Aviva, Volkswagen, Barclays, and Littlewoods Shop Direct 
  • Former Managing VP at Hitachi Consulting and member of Hitachi’s Global Consulting Committee and European Strategy Board 
  • Co-founder of Impact Plus (sold to Hitachi in 2007) 
  • Previous President of the Management Consultancies Association, and prior judge at annual MCA Awards
David Bailey on LinkedIn

Teresa Y. Freeborn | Rancho Mirage, CA

  • CU leader, advocate for women’s advancement into leadership, author, speaker, and fashion brand/clothing company executive 
  • Former President of Kinecta Federal Credit Union (Manhattan Beach CA), CEO of XCEED Credit union (El Segundo CA), and SVP of Central One Credit Union (Canada) 
  • Authored best-selling book – Suits and Skirts: Game On! The Battle for Corporate Power 
  • Chair and Co-founder of Smash + Tess, (co-owned with daughter, Ashley Freeborn) 
  • Served on Credit Union industry boards and committees, including CUES, CA CU League, CUNA, and World Council of Credit Unions 
  • Active participant in Children’s Miracle Network – Chair of annual auction committee 
  • Member of the Board of the Cardiovascular Research Foundation of Southern California 
Teresa Freeborn on LinkedIn

Rodney E. Hood | Durham, NC

  • Eleventh NCUA Chairman (the first black American to lead a federal banking agency) and Former Board Member (term ended in 2024) 
  • Established the NCUA’s first Office of Financial Technology and Access to help pave the way for credit union innovation and sustainability  
  • Advocate for financial inclusion and affordable housing, having led the congressionally chartered nonprofit NeighborWorks America 
  • Prior to NCUA tenure, led corporate responsibility partnerships at JPMorgan Chase, the nation’s largest bank by asset size and branch footprint 
  • Served on the Board of Governors for the University of North Carolina College System 
  • Keynote speaker and contributor featured to The Wall Street Journal, American Banker, Credit Union Journal, and more 
Rodney Hood on LinkedIn

Doug Leighton | San Mateo, CA

  • Founding Partner, Tahoma Advisors – advisor to fintech companies, credit unions, and community banks 
  • 23-year career with Visa  
  • Board Member, Chartway Ventures (Credit Union Service Organization) 
  • Retained Executive, Flow Networks – strategy and execution 
  • Advisory Board Member for both inbanx and Larky 
  • Board Member, Black Parents Association of the San Mateo HS School District 
Doug Leighton on LinkedIn

Lee Manfred | Vienna, VA

  • Partner/Managing Director, First Annapolis Consulting, now part of Accenture 
  • Founder and CEO, Julep Financial Wellness, Inc. 
  • Advisor to FIs, payment networks, and financial processors on payment strategy and M&A 
  • Advisory Board, WEVO Conversion 
  • Performing Arts Advisory Council, University of Notre Dame 
Lee Manfred on LinkedIn

Mary McDuffie | Bethesda, MD

  • Former President/CEO, Navy Federal Credit Union. Prior Navy Federal roles included COO, EVP roles in Digital, Marketing, Contact Center, Lending and Collections
  • Past Board Member, Richmond Federal Reserve
  • Past Member, Visa Senior Executive Council
  • Prior experience: Star Systems, J. Walter Thompson, Washington, DC and Jakarta, Indonesia (managing director), Porter/Novelli, International Projects
Mary McDuffie on LinkedIn

Robert Messer | Terrell, TX

  • CFO at The American National Bank of Texas, with a 30+ year tenure at the bank 
  • ANBTX board member and Chairman of the Community Bank Council of the Risk Management Association 
  • Chairman of the Advisory Board for Career and Technical Education at Terrell Independent School District 
  • Member of the Advisory Board for Banking, Sam Houston State University 
  • Graduate of Texas A&M University, long-time supporter of A&M and the Mays Business School 
Robert Messer on LinkedIn

Manolo Sánchez | Houston, TX

  • Former CEO and Chairman of BBVA Compass Bank
  • Member of Board of Director for both Fannie Mae and Stewart Information Systems  
  • Adjunct Professor, Rice University Jones Graduate School of Business, teaching disruption in financial services with a focus on crypto currencies and blockchain 
  • Advisor to several FinTech and blockchain start-ups, including Spring Labs, Securitize, and Topl 
  • Previous director of American Bankers Association, Institute of International Bankers, Greater Houston Partnership, Financial Services Roundtable, and BITS (technology policy division, FSR) 
Manolo Sánchez on LinkedIn

Eva Trouin | Stockholm, Sweden

  • Former CEO of Moank Fintech Group, driving digitalization and growth in European finance markets 
  • Former Head of Customer Experience and Head of Private Market Sweden at Swedbank 
  • Led pan-Nordic digital bank, Nordnet Bank AB, as Country Manager Sweden, overseeing operations, revenue, and strategic initiatives 
  • Board member at Feminvest, Sweden’s largest network for female entrepreneurs and investors 
  • Board member at Pinpoint Estimates 
Eva Trouin on LinkedIn

Steven Van Belleghem | Aalter, Belgium

  • Global thought leader in the field of Customer Experience  
  • International keynote speaker and bestselling author 
  • Co-founder of inspiration agency, Nexxworks, and social media agency, Snackbytes 
  • Partner and Strategic Advisor, Intracto Digital Agency 
  • Part-time marketing professor at the Vlerick Business School and guest speaker at London Business School 
Steven Van Belleghem on LinkedIn

Michael Väth | Frankfurt, Germany

  • Managing Director at Michael Väth Consult & Invest and Advestos Beteiligungs GmbH  
  • Industry Partner & Board Member for Private Equity firms (Anchor Group, Equity Capital Management, Macquarie Capital) 
  • Business Angel, Investor & Mentor to several software startup-ups, and Member of the RWTH Aachen University Incubation Program 
  • Former General Manager EMEA at Hitachi Data Systems, Member of European Strategy Board of Hitachi Ltd, Executive Team Member at Forgerock Inc., Kontron AG, and StorageTek Ltd. 
  • Founder of BITKOM, the German Digital Association, served on its Main Board for 10 years 
Michael Väth on LinkedIn

Hans Winterhoff | Hannover, Germany

  • Retired Professional Services Senior Partner (Big 4), Supervisory & Advisory Board Member, Founder & CEO, Honorary Professor  
  • CPA & CTA (Wirtschaftsprüfer & Steuerberater), Certified Supervisory Board Member (Deutsche Börse / German Stock Exchange), Certified Innovation Manager (ISO) 
  • Supervisory & Advisory Board Member: Hannover Re SE, SCI-Lab, TTZ Technology Transfer Center, SRM  
  • Founder & CEO: innotonic GmbH (innovation management: analysis, impulses, academy), WEC GmbH (financial management and digitization), and some pro-bono activities (Digital Hannover e.V.; German Association for Digital Education e.V.; Project Future Skills) 
  • Honorary Professor: University Nordakademie (Digital Business); University Hildesheim (Innovation), University Hannover (Innovation) 
Hans Winterhoff on LinkedIn

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