Welles Borie

Welles Borie is a strategic thinker and problem solver with a strong background in product management, digital transformation, and strategic partnerships.

With over 10 years of experience, Welles has a deep domain knowledge of financial services and has held various roles in software and investment product management, business development, sales, and credit risk analysis.

He excels in building products and partnerships from scratch, leading cross-functional teams, and overseeing complex digital transformation initiatives.

Welles specializes in B2B financial technology, particularly in digital banking platforms and embedded finance solutions, with expertise in bank regulatory compliance.

His skill set includes business development, business strategy, sales, marketing, data analysis, credit risk analysis, product management, project management, and process development.

Proficient in various tools such as Google Workspace, Azure DevOps, Confluence, Jira, Trello, and Adobe XD, Welles values continuous learning and networking.

His educational background includes studies at Product School, NYU School of Professional Studies, Hamilton College, The Tuck School of Business at Dartmouth, and The Hotchkiss School.

In his professional journey, Welles has served as the Senior Director of Platform Solutions, Director of Strategic Partnerships, and Relationship Manager at Linear Financial Technologies.

Prior to that, he held positions at J.P. Morgan in fund structuring, financial sponsors group, and private wealth management, gaining valuable industry experience.

Welles also contributed to companies like Circadence and Time Warner Cable in sales and customer care roles.

His diverse experiences have honed his skills in product development, go-to-market strategy, and execution, making him a versatile professional in the financial technology sector.