Our mission is to establish a Loan Participation market that eliminates friction in this process, reduces broker costs and provides analytical insights for CU Chief Financial Officer’s to put them in control of Balance Sheet and Yield Optimization.
The FiscalHive Mission
THE FISCALHIVE TEAM
Sameer Sonalkar has been with FiscalHive since its inception in 2017. Fiscalhive was started with the goal of building a digital platform for Loan Participations that eliminates manual processes that exist in this space and reduce cost. Before FiscalHive, Sameer worked in Chief Technology Officer, Vice President and other Executive roles in Fortune 100 companies such as UnitedHealth Group, BCBS, Aetna, CSC, Fidelity Investments & Merrill Lynch. Sameer was accountable for delivering large transformation programs and helping establish new business segments within these organizations.
Chief Data Scientist
Johnny Lee creates risk and pricing models utilizing state of the art AI and machine learning, in particular, deep learning, at FiscalHive. Prior to Fiscal Hive, he worked as quantitative analyst creating autonomous trading systems for various hedge funds and financial instituions. He holds a B.S. in Finance and Economics from Babson College and a M.S. in Financial Engineering from Columbia University.
Richard, a former credit union auto and mortgage loan executive joined CUNA Mutual Group to develop the loan pool trading platform and transitioned to FiscalHive at product launch. Dick is responsible for introducing credit unions to FiscalHive and for supporting them during their first pool transactions. He holds a BS degree in Industrial Technology as well as an MBA from California State University, Long Beach.
Fiscalhive is funded by Cuna Mutual Financial Group Ventures. Cuna Mutual Financial Group Ventures is the venture capital arm of CUNA Mutual Group, a financially strong insurance company serving 95% of the U.S. credit unions for more than 80 years. Founded by credit union pioneers looking for a trusted financial partner, we continue to earn that trust by helping credit unions and hardworking Americans build financial security.