董事介绍
注：董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Louis P. Miramontes | 男 | Director | 71 | 20.04万美元 | 9.39 | 2026-08-11 |
| Ginny Lee | 女 | Director | 59 | 17.32万美元 | 9.38 | 2026-08-11 |
| Richard Tambor | 男 | Director | 64 | 16.91万美元 | 7.68 | 2026-08-11 |
| Mohit Daswani | 男 | Director | 51 | 17.13万美元 | 6.00 | 2026-08-11 |
| Carlos Minetti | 男 | Director | 64 | 16.63万美元 | 6.76 | 2026-08-11 |
| Warren Wilcox | 男 | Director | 68 | 未披露 | 未持股 | 2026-08-11 |
| Douglas Bland | 男 | Chief Executive Officer and Director | 58 | 未披露 | 未持股 | 2026-08-11 |
| Warren Wilcox | 男 | Director | 68 | 13.41万美元 | 1.80 | 2026-08-11 |
高管介绍
注：高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Kathleen Layton | 女 | Chief Legal Officer and Corporate Secretary | 46 | 186.81万美元 | 11.13 | 2026-08-11 |
| Douglas Bland | 男 | Chief Executive Officer and Director | 58 | 未披露 | 未持股 | 2026-08-11 |
| Sean Rowles | 男 | Chief Risk Officer | 54 | 未披露 | 未持股 | 2026-08-11 |
董事简历
中英对照 | 中文 | 英文- Louis P. Miramontes
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LouisP.Miramontes自2014年以来一直担任独立财务顾问。Miramontes先生目前担任Rite Aid公司和Oportun Financial Corporation公司的审计委员会主席。他为一家房地产开发公司提供咨询服务。1976年至2014年，他曾任职毕马威会计师事务所（KPMG），在那里他曾担任旧金山办事处的管理合伙人，并为上市和私人公司提供审计服务。Miramontes先生拥有加州州立大学东湾分校（California State University，East Bay）工商管理学士学位。Miramontes先生于2018年加入董事会。Miramontes先生是我们的首席独立董事，并担任我们的提名和治理委员会主席。
Louis P. Miramontes has served as a member of Oportun Financial Corporation's Board since October 2014. Mr. Miramontes is an experienced financial executive and qualified audit committee financial expert. He was a senior partner at KPMG LLP, a public accounting firm, from 1976 to his retirement in September 2014, during which time he served in leadership functions, including Managing Partner of the KPMG San Francisco office and Senior Partner KPMG's Latin American Region. Mr. Miramontes was also an audit partner directly involved with providing audit services to public and private companies, which included serving with client boards of directors and audit committees regarding financial reporting, auditing matters, SEC compliance and Sarbanes Oxley regulations. Mr. Miramontes currently serves on the board of directors of Lithia Motors, Inc. and a private company, and previously served on the board of directors of Rite Aid Corporation. Mr. Miramontes received a B.S. in Business Administration from California State University, East Bay, and he is a Certified Public Accountant in the State of California. - LouisP.Miramontes自2014年以来一直担任独立财务顾问。Miramontes先生目前担任Rite Aid公司和Oportun Financial Corporation公司的审计委员会主席。他为一家房地产开发公司提供咨询服务。1976年至2014年，他曾任职毕马威会计师事务所（KPMG），在那里他曾担任旧金山办事处的管理合伙人，并为上市和私人公司提供审计服务。Miramontes先生拥有加州州立大学东湾分校（California State University，East Bay）工商管理学士学位。Miramontes先生于2018年加入董事会。Miramontes先生是我们的首席独立董事，并担任我们的提名和治理委员会主席。
- Louis P. Miramontes has served as a member of Oportun Financial Corporation's Board since October 2014. Mr. Miramontes is an experienced financial executive and qualified audit committee financial expert. He was a senior partner at KPMG LLP, a public accounting firm, from 1976 to his retirement in September 2014, during which time he served in leadership functions, including Managing Partner of the KPMG San Francisco office and Senior Partner KPMG's Latin American Region. Mr. Miramontes was also an audit partner directly involved with providing audit services to public and private companies, which included serving with client boards of directors and audit committees regarding financial reporting, auditing matters, SEC compliance and Sarbanes Oxley regulations. Mr. Miramontes currently serves on the board of directors of Lithia Motors, Inc. and a private company, and previously served on the board of directors of Rite Aid Corporation. Mr. Miramontes received a B.S. in Business Administration from California State University, East Bay, and he is a Certified Public Accountant in the State of California.
- Ginny Lee
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Ginny Lee自2021年9月起担任Oportun Financial Corporation董事会成员。她目前担任多家私营公司的顾问和董事。2016年12月至2021年6月，Lee女士担任Khan Academy的总裁兼首席运营官，该公司是全球最大、使用最广泛的在线学习平台之一。在加入Khan Academy之前，Lee女士在Intuit工作了17年多，担任过多个高级运营和技术职务，包括Intuit员工管理解决方案部门高级副总裁兼总经理，以及首席信息官。Lee女士在布朗大学获得了商业经济学和组织行为与管理双学士学位，并在斯坦福大学商学院获得了工商管理硕士学位。
Ginny Lee has served as a member of Oportun Financial Corporation's Board since September 2021. She currently serves as an advisor and director for several private companies. From December 2016 to June 2021, Ms. Lee served as the President and Chief Operating Officer of Khan Academy, one of the largest and most widely used online learning platforms globally. 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 Employee Management Solutions Division, as well as Chief Information Officer. Ms. Lee received dual baccalaureate degrees in Business Economics and Organizational Behavior and Management from Brown University and an M.B.A. from the Stanford Graduate School of Business. - Ginny Lee自2021年9月起担任Oportun Financial Corporation董事会成员。她目前担任多家私营公司的顾问和董事。2016年12月至2021年6月，Lee女士担任Khan Academy的总裁兼首席运营官，该公司是全球最大、使用最广泛的在线学习平台之一。在加入Khan Academy之前，Lee女士在Intuit工作了17年多，担任过多个高级运营和技术职务，包括Intuit员工管理解决方案部门高级副总裁兼总经理，以及首席信息官。Lee女士在布朗大学获得了商业经济学和组织行为与管理双学士学位，并在斯坦福大学商学院获得了工商管理硕士学位。
- Ginny Lee has served as a member of Oportun Financial Corporation's Board since September 2021. She currently serves as an advisor and director for several private companies. From December 2016 to June 2021, Ms. Lee served as the President and Chief Operating Officer of Khan Academy, one of the largest and most widely used online learning platforms globally. 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 Employee Management Solutions Division, as well as Chief Information Officer. Ms. Lee received dual baccalaureate degrees in Business Economics and Organizational Behavior and Management from Brown University and an M.B.A. from the Stanford Graduate School of Business.
- Richard Tambor
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Richard Tambor自2024年6月起担任Oportun Financial Corporation董事会成员。坦博尔先生是一位私人投资者。Tambor先生此前曾于2014年5月至2022年12月在Onemain Holdings, Inc.（“OneMain”）担任执行副总裁兼首席风险官。在加入OneMain之前，Tambor先生曾于2011年至2013年担任风险管理高级副总裁，并于2009年至2011年在摩根大通公司担任零售金融服务高级副总裁兼首席风险官。在加入摩根大通之前，Tambor先生曾于2008年至2009年担任Novantas LLC的董事总经理。在加入Novantas LLC之前，Tambor先生于1987年至2005年在美国运通旅行相关服务有限公司任职，曾担任多个高级管理职务，包括总裁兼总经理、小企业贷款高级副总裁兼总经理、高级副总裁兼首席风险官、机构风险管理客户管理副总裁以及全球授权副总裁。Tambor先生此前曾在多个非营利组织担任董事会成员，包括新泽西州纽瓦克的Habitat for Humanity、Cora Hartshorn植物园和鸟类保护区，并在妇女经济独立方面算上我。Tambor先生在耶路撒冷希伯来大学获得经济学学士学位，在纽约大学获得经济学硕士学位。
Richard Tambor has served as a member of Oportun Financial Corporation's Board since June 2024. Mr. Tambor is a private investor. Mr. Tambor previously served as the Executive Vice President and Chief Risk Officer at OneMain Holdings, Inc. ("OneMain"), from May 2014 to December 2022. Prior to OneMain, Mr. Tambor served as the Senior Vice President of Risk Management from 2011 to 2013, and as the Senior Vice President and Chief Risk Officer of Retail Financial Services from 2009 to 2011 at JPMorgan Chase & Co. Prior to joining JPMorgan, Mr. Tambor served as the Managing Director at Novantas LLC, from 2008 to 2009. Prior to Novantas LLC, Mr. Tambor served at American Express Travel Related Services Co., Inc. from 1987 to 2005, where he held several senior management positions, including President and General Manager, Senior Vice President and General Manager of Small Business Lending, Senior Vice President and Chief Risk Officer, Vice President Customer Management of Institutional Risk Management, and Vice President of Worldwide Authorizations. Mr. Tambor previously served as a member on the board of directors at several non profit organizations, including Habitat for Humanity of Newark, New Jersey, the Cora Hartshorn Arboretum and Bird Sanctuary, and Count Me In for Women's Economic Independence. Mr. Tambor received a B.A. in Economics from The Hebrew University of Jerusalem, and an M.A. in Economics from New York University. - Richard Tambor自2024年6月起担任Oportun Financial Corporation董事会成员。坦博尔先生是一位私人投资者。Tambor先生此前曾于2014年5月至2022年12月在Onemain Holdings, Inc.（“OneMain”）担任执行副总裁兼首席风险官。在加入OneMain之前，Tambor先生曾于2011年至2013年担任风险管理高级副总裁，并于2009年至2011年在摩根大通公司担任零售金融服务高级副总裁兼首席风险官。在加入摩根大通之前，Tambor先生曾于2008年至2009年担任Novantas LLC的董事总经理。在加入Novantas LLC之前，Tambor先生于1987年至2005年在美国运通旅行相关服务有限公司任职，曾担任多个高级管理职务，包括总裁兼总经理、小企业贷款高级副总裁兼总经理、高级副总裁兼首席风险官、机构风险管理客户管理副总裁以及全球授权副总裁。Tambor先生此前曾在多个非营利组织担任董事会成员，包括新泽西州纽瓦克的Habitat for Humanity、Cora Hartshorn植物园和鸟类保护区，并在妇女经济独立方面算上我。Tambor先生在耶路撒冷希伯来大学获得经济学学士学位，在纽约大学获得经济学硕士学位。
- Richard Tambor has served as a member of Oportun Financial Corporation's Board since June 2024. Mr. Tambor is a private investor. Mr. Tambor previously served as the Executive Vice President and Chief Risk Officer at OneMain Holdings, Inc. ("OneMain"), from May 2014 to December 2022. Prior to OneMain, Mr. Tambor served as the Senior Vice President of Risk Management from 2011 to 2013, and as the Senior Vice President and Chief Risk Officer of Retail Financial Services from 2009 to 2011 at JPMorgan Chase & Co. Prior to joining JPMorgan, Mr. Tambor served as the Managing Director at Novantas LLC, from 2008 to 2009. Prior to Novantas LLC, Mr. Tambor served at American Express Travel Related Services Co., Inc. from 1987 to 2005, where he held several senior management positions, including President and General Manager, Senior Vice President and General Manager of Small Business Lending, Senior Vice President and Chief Risk Officer, Vice President Customer Management of Institutional Risk Management, and Vice President of Worldwide Authorizations. Mr. Tambor previously served as a member on the board of directors at several non profit organizations, including Habitat for Humanity of Newark, New Jersey, the Cora Hartshorn Arboretum and Bird Sanctuary, and Count Me In for Women's Economic Independence. Mr. Tambor received a B.A. in Economics from The Hebrew University of Jerusalem, and an M.A. in Economics from New York University.
- Mohit Daswani
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莫希特·达斯瓦尼自2024年2月起担任Oportun Financial Corporation董事会成员。现任2024年8月起担任基于Web的电子健康档案解决方案SimplePractice的首席财务官。在加入SimplePractice之前，Daswani先生于2020年1月至2024年7月期间担任ThoughtSpot，Inc.的首席财务官，该公司是一家AI赋能商业分析公司。在加入ThoughtSpot之前，Daswani先生是Square, Inc.的财务与战略主管。他此前曾在PayPal，Inc.担任企业发展和财务方面的领导职务，并且是金融服务、医疗保健和IT行业的私募股权投资者，担任JMI Equity的负责人、FTV Capital的负责人，之前担任J.P. Morgan的长期终身私募股权专业人士。自2018年以来，Daswani先生还担任Centana Growth Partners的顾问委员会成员。Daswani先生拥有哥伦比亚大学经济学学士学位和哈佛商学院工商管理硕士学位。
Mohit Daswani has served as a member of Oportun Financial Corporation's Board since February 2024. He currently serves as the Chief Financial Officer of SimplePractice, a web based electronic health record solution, since August 2024. Prior to joining SimplePractice, Mr. Daswani served as the Chief Financial Officer of ThoughtSpot, Inc., an AI enabled business analytics company from January 2020 to July 2024. Prior to joining ThoughtSpot, Mr. Daswani was the Head of Finance & Strategy at Square, Inc. He previously held leadership roles in Corporate Development and Finance at PayPal, Inc. and was a private equity investor in the financial services, healthcare, and IT industries as a Principal at JMI Equity, a Principal at FTV Capital, and previously as a long tenured private equity professional at J.P. Morgan. Mr. Daswani has also served as an advisory Board Member of Centana Growth Partners since 2018. Mr. Daswani holds a Bachelor's degree in Economics from Columbia University and an M.B.A. from the Harvard Business School. - 莫希特·达斯瓦尼自2024年2月起担任Oportun Financial Corporation董事会成员。现任2024年8月起担任基于Web的电子健康档案解决方案SimplePractice的首席财务官。在加入SimplePractice之前，Daswani先生于2020年1月至2024年7月期间担任ThoughtSpot，Inc.的首席财务官，该公司是一家AI赋能商业分析公司。在加入ThoughtSpot之前，Daswani先生是Square, Inc.的财务与战略主管。他此前曾在PayPal，Inc.担任企业发展和财务方面的领导职务，并且是金融服务、医疗保健和IT行业的私募股权投资者，担任JMI Equity的负责人、FTV Capital的负责人，之前担任J.P. Morgan的长期终身私募股权专业人士。自2018年以来，Daswani先生还担任Centana Growth Partners的顾问委员会成员。Daswani先生拥有哥伦比亚大学经济学学士学位和哈佛商学院工商管理硕士学位。
- Mohit Daswani has served as a member of Oportun Financial Corporation's Board since February 2024. He currently serves as the Chief Financial Officer of SimplePractice, a web based electronic health record solution, since August 2024. Prior to joining SimplePractice, Mr. Daswani served as the Chief Financial Officer of ThoughtSpot, Inc., an AI enabled business analytics company from January 2020 to July 2024. Prior to joining ThoughtSpot, Mr. Daswani was the Head of Finance & Strategy at Square, Inc. He previously held leadership roles in Corporate Development and Finance at PayPal, Inc. and was a private equity investor in the financial services, healthcare, and IT industries as a Principal at JMI Equity, a Principal at FTV Capital, and previously as a long tenured private equity professional at J.P. Morgan. Mr. Daswani has also served as an advisory Board Member of Centana Growth Partners since 2018. Mr. Daswani holds a Bachelor's degree in Economics from Columbia University and an M.B.A. from the Harvard Business School.
- Carlos Minetti
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Carlos Minetti自2024年2月起担任Oportun Financial Corporation董事会成员。他目前担任Stripe Inc.（“Stripe”）Merchant Acquiring Limited Purpose Bank的首席执行官，自2024年10月起担任该职务。此前，他曾担任发现金融服务公司（“发现”）执行副总裁兼消费者银行业务总裁，该职务于2014年2月至2023年9月期间担任。此前，他曾担任Discover执行副总裁、消费者银行和运营总裁（2010年至2014年）、Cardmember服务和消费者银行执行副总裁（2007年至2010年）以及Cardmember服务执行副总裁和首席风险官（2001年至2007年）。在加入Discover之前，Minetti先生于1987年至2000年期间在美国运通公司（“美国运通”）从事卡片运营和风险管理工作，最后担任高级副总裁。Minetti先生目前担任Trustmark Mutual Holding Company、芝加哥和北伊利诺伊州商业改善局以及芝加哥基金会Ann & Robert H. Lurie儿童医院的董事会成员。他曾于2001年至2023年担任Discover Bank董事会成员。Minetti先生拥有得克萨斯农工大学工业工程学士学位和芝加哥大学布斯商学院工商管理硕士学位。
Carlos Minetti has served as a member of Oportun Financial Corporation's Board since February 2024. He currently serves as CEO of the Merchant Acquiring Limited Purpose Bank at Stripe Inc. ("Stripe"), a role he has held since October 2024. Previously, he served as the Executive Vice President, President Consumer Banking for Discover Financial Services ("Discover"), a role he held from February 2014 to September 2023. Previously, he served as Executive Vice President, President Consumer Banking and Operations (2010 to 2014), Executive Vice President, Cardmember Services and Consumer Banking (2007 to 2010) and Executive Vice President for Cardmember Services and Chief Risk Officer (2001 to 2007) for Discover. Prior to joining Discover, Mr. Minetti worked in card operations and risk management for American Express Company ("American Express") from 1987 to 2000, where he last served as Senior Vice President. Mr. Minetti currently serves as a member of the board of directors of Trustmark Mutual Holding Company, the Better Business Bureau of Chicago and Northern Illinois, and the Ann & Robert H. Lurie Children's Hospital of Chicago Foundation. He was a member of the board of directors of Discover Bank from 2001 to 2023. Mr. Minetti holds a Bachelor's degree in Industrial Engineering from Texas A&M University and an M.B.A. from the Booth School of Business at The University of Chicago. - Carlos Minetti自2024年2月起担任Oportun Financial Corporation董事会成员。他目前担任Stripe Inc.（“Stripe”）Merchant Acquiring Limited Purpose Bank的首席执行官，自2024年10月起担任该职务。此前，他曾担任发现金融服务公司（“发现”）执行副总裁兼消费者银行业务总裁，该职务于2014年2月至2023年9月期间担任。此前，他曾担任Discover执行副总裁、消费者银行和运营总裁（2010年至2014年）、Cardmember服务和消费者银行执行副总裁（2007年至2010年）以及Cardmember服务执行副总裁和首席风险官（2001年至2007年）。在加入Discover之前，Minetti先生于1987年至2000年期间在美国运通公司（“美国运通”）从事卡片运营和风险管理工作，最后担任高级副总裁。Minetti先生目前担任Trustmark Mutual Holding Company、芝加哥和北伊利诺伊州商业改善局以及芝加哥基金会Ann & Robert H. Lurie儿童医院的董事会成员。他曾于2001年至2023年担任Discover Bank董事会成员。Minetti先生拥有得克萨斯农工大学工业工程学士学位和芝加哥大学布斯商学院工商管理硕士学位。
- Carlos Minetti has served as a member of Oportun Financial Corporation's Board since February 2024. He currently serves as CEO of the Merchant Acquiring Limited Purpose Bank at Stripe Inc. ("Stripe"), a role he has held since October 2024. Previously, he served as the Executive Vice President, President Consumer Banking for Discover Financial Services ("Discover"), a role he held from February 2014 to September 2023. Previously, he served as Executive Vice President, President Consumer Banking and Operations (2010 to 2014), Executive Vice President, Cardmember Services and Consumer Banking (2007 to 2010) and Executive Vice President for Cardmember Services and Chief Risk Officer (2001 to 2007) for Discover. Prior to joining Discover, Mr. Minetti worked in card operations and risk management for American Express Company ("American Express") from 1987 to 2000, where he last served as Senior Vice President. Mr. Minetti currently serves as a member of the board of directors of Trustmark Mutual Holding Company, the Better Business Bureau of Chicago and Northern Illinois, and the Ann & Robert H. Lurie Children's Hospital of Chicago Foundation. He was a member of the board of directors of Discover Bank from 2001 to 2023. Mr. Minetti holds a Bachelor's degree in Industrial Engineering from Texas A&M University and an M.B.A. from the Booth School of Business at The University of Chicago.
- Warren Wilcox
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自2025年7月起，Warren Wilcox担任Oportun Financial Corporation董事会成员。自2025年1月起，Wilcox先生目前担任战略咨询公司FuseIQ LLC的合伙人。2021年5月至2025年1月，Wilcox先生担任Concerto Card Company的联合创始人和首席营销官，该公司是一家专注于联合品牌信用卡计划的金融科技公司。2003年至2025年5月，Wilcox先生担任数字卡制造公司Arroweye Solutions，Inc.的董事会成员。从2020年1月至2021年4月，Wilcox先生担任Onboard Partners LLC的高级主管，该公司是一家金融服务公司，专门促进金融机构之间以及金融机构与亲和团体之间的交易。2015年至2019年，Wilcox先生担任Mercury Financial LLC的联合创始人兼首席营销官，该公司是一家金融科技公司，为次优质和中型市场消费者提供万事达品牌信用卡和个人贷款。Wilcox先生此前曾于2014年至2015年在消费借贷平台Happy Money，Inc.担任驻场高管，并于2008年至2012年在Visa Inc.（NYSE：V）担任咨询服务主管。2002年至2007年，Wilcox先生担任中间市场信用卡发行商Providian Financial Corporation的副董事长兼首席营销官，在该公司被Washington Mutual，Inc.收购之前，他曾领导规划、营销和业务发展职能。在其职业生涯的早期，Wilcox先生曾担任FleetBoston Financial Corporation的高级副总裁，担任Household International，Inc.信用卡部门的董事总经理和首席营销官，并在Atlantic Financial Federal和Citicorp担任信贷和贷款职务。Wilcox先生目前自2020年12月起担任营销服务公司Direct Marketing Solutions，Inc.的董事会成员。他此前曾于2004年5月至2013年担任债务催收和追偿公司Encore Capital Group, Inc.（NASDAQ：ECPG）的董事会成员，并于2004年至不久担任身份保护解决方案提供商InfoArmor，Inc.的董事会成员
Warren Wilcox has served as a member of Oportun Financial Corporation's Board since July 2025. Mr. Wilcox currently serves as a Partner at FuseIQ LLC, a strategic consulting firm, since January 2025. From May 2021 to January 2025, Mr. Wilcox served as Co Founder and Chief Marketing Officer of Concerto Card Company, a financial technology company focused on co branded credit card programs. From 2003 to May 2025, Mr. Wilcox served on the board of directors of Arroweye Solutions, Inc., a digital card manufacturing company. From January 2020 to April 2021, Mr. Wilcox served as a Senior Executive at Onboard Partners LLC, a financial services company specializing in facilitating transactions between financial institutions and between financial institutions and affinity groups. From 2015 to 2019, Mr. Wilcox served as Co Founder and Chief Marketing Officer of Mercury Financial LLC, a financial technology company providing Mastercard branded credit cards and personal loans to sub prime and middle market consumers. Mr. Wilcox previously served as Executive in Residence at Happy Money, Inc., a consumer lending platform, from 2014 to 2015, and as Head of Advisory Services at Visa Inc. (NYSE: V), from 2008 to 2012. From 2002 to 2007, Mr. Wilcox served as Vice Chairman and Chief Marketing Officer of Providian Financial Corporation, a middle market credit card issuer, where he led the planning, marketing, and business development functions prior to its acquisition by Washington Mutual, Inc. Earlier in his career, Mr. Wilcox served as Senior Vice President at FleetBoston Financial Corporation, as Managing Director and Chief Marketing Officer of Household International, Inc.'s credit card division, and in credit and lending roles at Atlantic Financial Federal and Citicorp. Mr. Wilcox currently serves on the board of directors of Direct Marketing Solutions, Inc., a marketing services firm, since December 2020. He previously served as a member of the board of directors of Encore Capital Group, Inc. (NASDAQ: ECPG), a debt collection and recovery company, from May 2004 to 2013, and of InfoArmor, Inc., a provider of identity protection solutions, from 2004 until shortly before its acquisition by Allstate Corporation (NYSE: ALL) in 2018. Mr. Wilcox received an M.S. in Management from the Krannert School of Management at Purdue University and a B.S. in Business Administration from Illinois State University. - 自2025年7月起，Warren Wilcox担任Oportun Financial Corporation董事会成员。自2025年1月起，Wilcox先生目前担任战略咨询公司FuseIQ LLC的合伙人。2021年5月至2025年1月，Wilcox先生担任Concerto Card Company的联合创始人和首席营销官，该公司是一家专注于联合品牌信用卡计划的金融科技公司。2003年至2025年5月，Wilcox先生担任数字卡制造公司Arroweye Solutions，Inc.的董事会成员。从2020年1月至2021年4月，Wilcox先生担任Onboard Partners LLC的高级主管，该公司是一家金融服务公司，专门促进金融机构之间以及金融机构与亲和团体之间的交易。2015年至2019年，Wilcox先生担任Mercury Financial LLC的联合创始人兼首席营销官，该公司是一家金融科技公司，为次优质和中型市场消费者提供万事达品牌信用卡和个人贷款。Wilcox先生此前曾于2014年至2015年在消费借贷平台Happy Money，Inc.担任驻场高管，并于2008年至2012年在Visa Inc.（NYSE：V）担任咨询服务主管。2002年至2007年，Wilcox先生担任中间市场信用卡发行商Providian Financial Corporation的副董事长兼首席营销官，在该公司被Washington Mutual，Inc.收购之前，他曾领导规划、营销和业务发展职能。在其职业生涯的早期，Wilcox先生曾担任FleetBoston Financial Corporation的高级副总裁，担任Household International，Inc.信用卡部门的董事总经理和首席营销官，并在Atlantic Financial Federal和Citicorp担任信贷和贷款职务。Wilcox先生目前自2020年12月起担任营销服务公司Direct Marketing Solutions，Inc.的董事会成员。他此前曾于2004年5月至2013年担任债务催收和追偿公司Encore Capital Group, Inc.（NASDAQ：ECPG）的董事会成员，并于2004年至不久担任身份保护解决方案提供商InfoArmor，Inc.的董事会成员
- Warren Wilcox has served as a member of Oportun Financial Corporation's Board since July 2025. Mr. Wilcox currently serves as a Partner at FuseIQ LLC, a strategic consulting firm, since January 2025. From May 2021 to January 2025, Mr. Wilcox served as Co Founder and Chief Marketing Officer of Concerto Card Company, a financial technology company focused on co branded credit card programs. From 2003 to May 2025, Mr. Wilcox served on the board of directors of Arroweye Solutions, Inc., a digital card manufacturing company. From January 2020 to April 2021, Mr. Wilcox served as a Senior Executive at Onboard Partners LLC, a financial services company specializing in facilitating transactions between financial institutions and between financial institutions and affinity groups. From 2015 to 2019, Mr. Wilcox served as Co Founder and Chief Marketing Officer of Mercury Financial LLC, a financial technology company providing Mastercard branded credit cards and personal loans to sub prime and middle market consumers. Mr. Wilcox previously served as Executive in Residence at Happy Money, Inc., a consumer lending platform, from 2014 to 2015, and as Head of Advisory Services at Visa Inc. (NYSE: V), from 2008 to 2012. From 2002 to 2007, Mr. Wilcox served as Vice Chairman and Chief Marketing Officer of Providian Financial Corporation, a middle market credit card issuer, where he led the planning, marketing, and business development functions prior to its acquisition by Washington Mutual, Inc. Earlier in his career, Mr. Wilcox served as Senior Vice President at FleetBoston Financial Corporation, as Managing Director and Chief Marketing Officer of Household International, Inc.'s credit card division, and in credit and lending roles at Atlantic Financial Federal and Citicorp. Mr. Wilcox currently serves on the board of directors of Direct Marketing Solutions, Inc., a marketing services firm, since December 2020. He previously served as a member of the board of directors of Encore Capital Group, Inc. (NASDAQ: ECPG), a debt collection and recovery company, from May 2004 to 2013, and of InfoArmor, Inc., a provider of identity protection solutions, from 2004 until shortly before its acquisition by Allstate Corporation (NYSE: ALL) in 2018. Mr. Wilcox received an M.S. in Management from the Krannert School of Management at Purdue University and a B.S. in Business Administration from Illinois State University.
- Douglas Bland
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Douglas Bland自2026年4月起担任Oportun Financial Corporation的首席执行官以及Oportun Financial Corporation的董事会成员。此前，他曾于2025年9月至2026年4月担任领先银行服务机构WebBank的董事会成员，并自2025年4月起担任人工智能驱动的金融健康金融科技公司Creditly，Inc.的董事会成员。从2017年9月到2024年7月，Bland先生曾在PayPal，Inc.担任多个职位，最近担任消费者业务高级副总裁兼总经理。自2015年起，Bland先生还担任风险投资支持的小企业贷款机构Swift Financial的总裁兼首席运营官，直到该公司于2017年被PayPal收购。从2004年到2015年，Bland先生曾在美国银行担任过各种职务，最近担任小型企业产品和风险高级副总裁。布兰德先生获得了阿肯色大学小石城分校的工商管理硕士学位和亨德里克斯学院的学士学位。
Douglas Bland has served as Oportun Financial Corporation's Chief Executive Officer and as a member of Oportun Financial Corporation's Board since April 2026. He previously served on the board of directors of WebBank, a leading bank as a service institution, from September 2025 to April 2026 and has served on the board of directors of Creditly, Inc., an AI driven financial wellness fintech, since April 2025. From September 2017 until July 2024, Mr. Bland served in various positions at PayPal, Inc., most recently as SVP & General Manager, Consumer Business. Mr. Bland also served as the President and Chief Operating Officer of Swift Financial, a venture backed small business lender, from 2015 until it was acquired by PayPal in 2017. From 2004 to 2015, Mr. Bland served in various roles at Bank of America, most recently as SVP, Small Business Products and Risk. Mr. Bland received an M.B.A. from the University of Arkansas at Little Rock and a B.A. from Hendrix College. - Douglas Bland自2026年4月起担任Oportun Financial Corporation的首席执行官以及Oportun Financial Corporation的董事会成员。此前，他曾于2025年9月至2026年4月担任领先银行服务机构WebBank的董事会成员，并自2025年4月起担任人工智能驱动的金融健康金融科技公司Creditly，Inc.的董事会成员。从2017年9月到2024年7月，Bland先生曾在PayPal，Inc.担任多个职位，最近担任消费者业务高级副总裁兼总经理。自2015年起，Bland先生还担任风险投资支持的小企业贷款机构Swift Financial的总裁兼首席运营官，直到该公司于2017年被PayPal收购。从2004年到2015年，Bland先生曾在美国银行担任过各种职务，最近担任小型企业产品和风险高级副总裁。布兰德先生获得了阿肯色大学小石城分校的工商管理硕士学位和亨德里克斯学院的学士学位。
- Douglas Bland has served as Oportun Financial Corporation's Chief Executive Officer and as a member of Oportun Financial Corporation's Board since April 2026. He previously served on the board of directors of WebBank, a leading bank as a service institution, from September 2025 to April 2026 and has served on the board of directors of Creditly, Inc., an AI driven financial wellness fintech, since April 2025. From September 2017 until July 2024, Mr. Bland served in various positions at PayPal, Inc., most recently as SVP & General Manager, Consumer Business. Mr. Bland also served as the President and Chief Operating Officer of Swift Financial, a venture backed small business lender, from 2015 until it was acquired by PayPal in 2017. From 2004 to 2015, Mr. Bland served in various roles at Bank of America, most recently as SVP, Small Business Products and Risk. Mr. Bland received an M.B.A. from the University of Arkansas at Little Rock and a B.A. from Hendrix College.
- Warren Wilcox
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Warren Wilcox，2007年9月起，他担任董事。他目前W2 Associates, LLC的主管， 该公司为风险投资公司提供金融服务和信息管理投资相关的咨询服务。就职于W2之前，2008年3月起，他担任Visa Inc.的咨询服务主管和执行副总裁。就职于Visa之前，他担任Washington Mutual, Inc.的分公司WaMu Card Services的营销规划副主席。他曾担任普天信金融公司（Providian Financial Corporation）的副主席，该公司于2005年被WaMu收购。2002年加入Providian之前，1998至2001年，他担任Fleet Credit Card Services的规划发展执行副总裁。就职于Fleet之前，他在Household Credit Services工作13年， 担任多个高级管理职位。他在伊利诺伊州立大学（Illinois State University）获得理学士学位，在普渡大学（Purdue University）获得管理硕士学位。
Warren Wilcox. Mr. Wilcox has served as a director since September 2007. He is currently the head of W2 Associates, LLC, which advises venture capital firms on investments related to financial services and information management. Prior to W2 Mr. Wilcox was Head of Advisory Services and Executive Vice President of Visa Inc., having served in that capacity since March 2008. Prior to Visa, Mr. Wilcox served as Vice Chairman, Marketing and Planning at WaMu Card Services, a division of Washington Mutual, Inc. He was previously Vice Chairman of Providian Financial Corporation which WaMu acquired in 2005. Prior to joining Providian in 2002 Mr. Wilcox served as the Executive Vice President, Planning and Development at Fleet Credit Card Services from 1998 to 2001. Before Fleet, Mr. Wilcox spent 13 years at Household Credit Services, where he held a variety of senior management positions. Mr. Wilcox holds a Bachelor of Science degree from Illinois State University and a Master of Science degree in Management from Purdue University. - Warren Wilcox，2007年9月起，他担任董事。他目前W2 Associates, LLC的主管， 该公司为风险投资公司提供金融服务和信息管理投资相关的咨询服务。就职于W2之前，2008年3月起，他担任Visa Inc.的咨询服务主管和执行副总裁。就职于Visa之前，他担任Washington Mutual, Inc.的分公司WaMu Card Services的营销规划副主席。他曾担任普天信金融公司（Providian Financial Corporation）的副主席，该公司于2005年被WaMu收购。2002年加入Providian之前，1998至2001年，他担任Fleet Credit Card Services的规划发展执行副总裁。就职于Fleet之前，他在Household Credit Services工作13年， 担任多个高级管理职位。他在伊利诺伊州立大学（Illinois State University）获得理学士学位，在普渡大学（Purdue University）获得管理硕士学位。
- Warren Wilcox. Mr. Wilcox has served as a director since September 2007. He is currently the head of W2 Associates, LLC, which advises venture capital firms on investments related to financial services and information management. Prior to W2 Mr. Wilcox was Head of Advisory Services and Executive Vice President of Visa Inc., having served in that capacity since March 2008. Prior to Visa, Mr. Wilcox served as Vice Chairman, Marketing and Planning at WaMu Card Services, a division of Washington Mutual, Inc. He was previously Vice Chairman of Providian Financial Corporation which WaMu acquired in 2005. Prior to joining Providian in 2002 Mr. Wilcox served as the Executive Vice President, Planning and Development at Fleet Credit Card Services from 1998 to 2001. Before Fleet, Mr. Wilcox spent 13 years at Household Credit Services, where he held a variety of senior management positions. Mr. Wilcox holds a Bachelor of Science degree from Illinois State University and a Master of Science degree in Management from Purdue University.
高管简历
中英对照 | 中文 | 英文- Kathleen Layton
Kathleen Layton自2023年7月起担任Oportun Financial Corporation的首席法务官和公司秘书。她此前曾于2020年3月至2023年7月担任Oportun Financial Corporation高级副总裁、副总法律顾问和公司秘书，于2017年12月至2020年3月担任Oportun Financial Corporation副总裁、助理总法律顾问，并于2015年9月至2017年12月担任Oportun Financial Corporation高级董事、高级公司法律顾问。在加入Oportun之前，Layton女士是ServiceNow的高级企业法律顾问，也是Simpson Thacher & Bartlett LLP和McDermott Will & Emery LLP的律师。雷顿女士获得了威斯康星大学麦迪逊分校的学士学位和威斯康星大学法学院的法学博士学位。
Kathleen Layton has served as Oportun Financial Corporation's Chief Legal Officer and Corporate Secretary since July 2023. She previously served as Oportun Financial Corporation's Senior Vice President, Deputy General Counsel and Corporate Secretary from March 2020 to July 2023, as Oportun Financial Corporation's Vice President, Assistant General Counsel from December 2017 to March 2020, and as Oportun Financial Corporation's Senior Director, Senior Corporate Counsel from September 2015 to December 2017. Prior to joining Oportun, Ms. Layton was a Senior Corporate Counsel at ServiceNow and an attorney at Simpson Thacher & Bartlett LLP and McDermott Will & Emery LLP. Ms. Layton received a B.A. from the University of Wisconsin Madison, and a J.D. from the University of Wisconsin Law School.- Kathleen Layton自2023年7月起担任Oportun Financial Corporation的首席法务官和公司秘书。她此前曾于2020年3月至2023年7月担任Oportun Financial Corporation高级副总裁、副总法律顾问和公司秘书，于2017年12月至2020年3月担任Oportun Financial Corporation副总裁、助理总法律顾问，并于2015年9月至2017年12月担任Oportun Financial Corporation高级董事、高级公司法律顾问。在加入Oportun之前，Layton女士是ServiceNow的高级企业法律顾问，也是Simpson Thacher & Bartlett LLP和McDermott Will & Emery LLP的律师。雷顿女士获得了威斯康星大学麦迪逊分校的学士学位和威斯康星大学法学院的法学博士学位。
- Kathleen Layton has served as Oportun Financial Corporation's Chief Legal Officer and Corporate Secretary since July 2023. She previously served as Oportun Financial Corporation's Senior Vice President, Deputy General Counsel and Corporate Secretary from March 2020 to July 2023, as Oportun Financial Corporation's Vice President, Assistant General Counsel from December 2017 to March 2020, and as Oportun Financial Corporation's Senior Director, Senior Corporate Counsel from September 2015 to December 2017. Prior to joining Oportun, Ms. Layton was a Senior Corporate Counsel at ServiceNow and an attorney at Simpson Thacher & Bartlett LLP and McDermott Will & Emery LLP. Ms. Layton received a B.A. from the University of Wisconsin Madison, and a J.D. from the University of Wisconsin Law School.
- Douglas Bland
Douglas Bland自2026年4月起担任Oportun Financial Corporation的首席执行官以及Oportun Financial Corporation的董事会成员。此前，他曾于2025年9月至2026年4月担任领先银行服务机构WebBank的董事会成员，并自2025年4月起担任人工智能驱动的金融健康金融科技公司Creditly，Inc.的董事会成员。从2017年9月到2024年7月，Bland先生曾在PayPal，Inc.担任多个职位，最近担任消费者业务高级副总裁兼总经理。自2015年起，Bland先生还担任风险投资支持的小企业贷款机构Swift Financial的总裁兼首席运营官，直到该公司于2017年被PayPal收购。从2004年到2015年，Bland先生曾在美国银行担任过各种职务，最近担任小型企业产品和风险高级副总裁。布兰德先生获得了阿肯色大学小石城分校的工商管理硕士学位和亨德里克斯学院的学士学位。
Douglas Bland has served as Oportun Financial Corporation's Chief Executive Officer and as a member of Oportun Financial Corporation's Board since April 2026. He previously served on the board of directors of WebBank, a leading bank as a service institution, from September 2025 to April 2026 and has served on the board of directors of Creditly, Inc., an AI driven financial wellness fintech, since April 2025. From September 2017 until July 2024, Mr. Bland served in various positions at PayPal, Inc., most recently as SVP & General Manager, Consumer Business. Mr. Bland also served as the President and Chief Operating Officer of Swift Financial, a venture backed small business lender, from 2015 until it was acquired by PayPal in 2017. From 2004 to 2015, Mr. Bland served in various roles at Bank of America, most recently as SVP, Small Business Products and Risk. Mr. Bland received an M.B.A. from the University of Arkansas at Little Rock and a B.A. from Hendrix College.- Douglas Bland自2026年4月起担任Oportun Financial Corporation的首席执行官以及Oportun Financial Corporation的董事会成员。此前，他曾于2025年9月至2026年4月担任领先银行服务机构WebBank的董事会成员，并自2025年4月起担任人工智能驱动的金融健康金融科技公司Creditly，Inc.的董事会成员。从2017年9月到2024年7月，Bland先生曾在PayPal，Inc.担任多个职位，最近担任消费者业务高级副总裁兼总经理。自2015年起，Bland先生还担任风险投资支持的小企业贷款机构Swift Financial的总裁兼首席运营官，直到该公司于2017年被PayPal收购。从2004年到2015年，Bland先生曾在美国银行担任过各种职务，最近担任小型企业产品和风险高级副总裁。布兰德先生获得了阿肯色大学小石城分校的工商管理硕士学位和亨德里克斯学院的学士学位。
- Douglas Bland has served as Oportun Financial Corporation's Chief Executive Officer and as a member of Oportun Financial Corporation's Board since April 2026. He previously served on the board of directors of WebBank, a leading bank as a service institution, from September 2025 to April 2026 and has served on the board of directors of Creditly, Inc., an AI driven financial wellness fintech, since April 2025. From September 2017 until July 2024, Mr. Bland served in various positions at PayPal, Inc., most recently as SVP & General Manager, Consumer Business. Mr. Bland also served as the President and Chief Operating Officer of Swift Financial, a venture backed small business lender, from 2015 until it was acquired by PayPal in 2017. From 2004 to 2015, Mr. Bland served in various roles at Bank of America, most recently as SVP, Small Business Products and Risk. Mr. Bland received an M.B.A. from the University of Arkansas at Little Rock and a B.A. from Hendrix College.
- Sean Rowles
肖恩·罗尔斯（Sean Rowles）于2023年至2025年期间担任金融科技和服务公司Imprint Payments，Inc.的首席风险官兼运营主管，负责领导消费者信贷、风险管理和金融服务运营。在加入Imprint Payments，Inc.之前，Rowles先生曾于2014年至2023年在PayPal Holdings，Inc.担任高管风险职务，包括担任全球首席信贷官，领导全球一线信用风险组织。在加入PayPal Holdings，Inc.之前，他还曾在多家金融机构担任高级职务，包括2008年至2014年的公民银行、2006年至2008年的苏格兰皇家银行以及1998年至2006年的华盛顿互惠银行。他拥有悉尼科技大学商业-管理经济学学士学位。
Sean Rowles has served as Oportun Financial Corporation's Chief Risk Officer since June 2026. Prior to joining Oportun, Mr. Rowles served as Chief Risk Officer and Head of Operations at Imprint Payments, Inc. a financial technology and services company, from 2023 to 2025, where he was responsible for leading consumer credit, risk management, and financial services operations. Prior to Imprint Payments, Inc., Mr. Rowles held executive risk positions at PayPal Holdings, Inc. from 2014 to 2023, including as Global Chief Credit Officer, leading the global first line credit risk organization. Prior to joining PayPal Holdings, Inc., he also held senior roles at several financial institutions, including Citizens Bank from 2008 to 2014, Royal Bank of Scotland from 2006 to 2008, and Washington Mutual Bank from 1998 to 2006. He holds a B.S. in Business Managerial Economics from the University of Technology Sydney.- 肖恩·罗尔斯（Sean Rowles）于2023年至2025年期间担任金融科技和服务公司Imprint Payments，Inc.的首席风险官兼运营主管，负责领导消费者信贷、风险管理和金融服务运营。在加入Imprint Payments，Inc.之前，Rowles先生曾于2014年至2023年在PayPal Holdings，Inc.担任高管风险职务，包括担任全球首席信贷官，领导全球一线信用风险组织。在加入PayPal Holdings，Inc.之前，他还曾在多家金融机构担任高级职务，包括2008年至2014年的公民银行、2006年至2008年的苏格兰皇家银行以及1998年至2006年的华盛顿互惠银行。他拥有悉尼科技大学商业-管理经济学学士学位。
- Sean Rowles has served as Oportun Financial Corporation's Chief Risk Officer since June 2026. Prior to joining Oportun, Mr. Rowles served as Chief Risk Officer and Head of Operations at Imprint Payments, Inc. a financial technology and services company, from 2023 to 2025, where he was responsible for leading consumer credit, risk management, and financial services operations. Prior to Imprint Payments, Inc., Mr. Rowles held executive risk positions at PayPal Holdings, Inc. from 2014 to 2023, including as Global Chief Credit Officer, leading the global first line credit risk organization. Prior to joining PayPal Holdings, Inc., he also held senior roles at several financial institutions, including Citizens Bank from 2008 to 2014, Royal Bank of Scotland from 2006 to 2008, and Washington Mutual Bank from 1998 to 2006. He holds a B.S. in Business Managerial Economics from the University of Technology Sydney.