Max Rothstein is a dynamic fintech executive known for scaling high-impact lending solutions and driving measurable growth through data-driven strategy and cross-functional leadership. With a track record of transforming marketing programs into profit centers, launching innovative lending products, and forging over 100 banking partnerships, Max combines analytical precision with a mission-driven mindset. His diverse background—from economic consulting on billion-dollar cases to pioneering marketing and product strategies at companies like Upstart and Avant—equips him to navigate complex financial ecosystems with clarity, creativity, and purpose.

Lisa Hollingshead is a seasoned commercial lending executive with extensive experience in portfolio management, credit risk assessment, and relationship development. As Vice President, Portfolio Manager II at Community West Bank, she plays a pivotal role in managing loan portfolios, ensuring compliance, and fostering client relationships to support business growth. With a strong background in SBA, USDA, and EDA loan programs, Lisa combines financial expertise with a strategic approach to risk management and business development. Her commitment to customer service, teamwork, and operational excellence has made her a trusted leader in the financial industry.