Introducing YeeGoals, the premier banking and financial services team that has over 40 years' combined experience in the industry. At YeeGoals, we strive to provide the best platform for high quality banking relationships centred around core values of integrity, innovation, trust and inclusion. We hold ourselves to the highest standards and recognize the importance of building trust with our customers and ensuring that inclusion, in terms of financial wellbeing, is at the forefront of our customer experience. Our commitment to innovation allows us to make things easier and simpler for our customers.
To create a better Financial System across communities and nations for businesses through Better Banking Relationships.
We exist to create a world where entrepreneurs can start, grow, expand, and sell a business anywhere through the most trusted banking institutions.
Our Core Values
Integrity Innovation Inclusion
Our Team Members
Yosmel (Joe) Gutierrez
Chief Executive Officer
Yosmel Gutierrez is co-Founder of EquipmentFinancings.com and previous franchise owner of Lendio Anaheim. Joe brings the experience of working with multiple start-ups and small businesses in the search for capital. He has developed an uncanny ability to problem-solve and develop solutions on the fly, which helps him offer the stellar customer service he is known for. As the owner of Lendio Anaheim, Joe found fulfillment in helping connect local business owners with the lenders that served them best so that these business owners continued to serve the customers and communities around them. As a massive supporter of the community himself, Joe has volunteered with Habitat for Humanity to build playgrounds for local children, Pathways of Hope, and CASA where he helps kids and teens in the foster system. He was a 3 time speaker for the Small Business Development Center of Orange County during the second round of PPP loans. After helping over 300 small business owners secure PPP loans, he continued to build relationships with his clients and local banks to offer them the support they needed to run their businesses. He is the founder of YeeGoals, a current shareholder, and a board member of YeeGoals.
Chief Operations / Financial Officer
Founder and CEO of Cuda Business Services. Ursula comes with 20 plus years of Business Management and Administrative Services including Human Resources, Bookkeeping, Payroll, etc. Her experience varies in different industries, such as Legal Services, Real Estate, Import-Export businesses, Information Technology, etc. She is a well-seasoned real estate investor and a passionate entrepreneur. She is a current shareholder and board member of YeeGoals.
Chief Legal Officer
Galen Criscione is President of GPS Capital Group, Inc. which helps to secure funding for individuals and businesses. Galen comes with 10 plus years in the lending industry. He is also a partner in the law firm, Criscione Ravala, LLP. Criscione Ravala, LLP focuses primarily on commercial litigation and business law. Galen is an multi state attorney and is licensed in the states of New York, New Jersey, Florida, Texas, Michigan and the District of Columbia. He is a current shareholder and board member of YeeGoals.
Chief Technology Officer
Pritesh Sonu is a result and success-oriented executive who has established and managed highly profitable digital businesses with significant year-on-year growth. He brings thought leadership in the areas of digital transformation, digital product development, and digital marketing. Adept in developing new businesses and expanding an existing business to support the growth of an organization, he has a proven track record of building strong cross-functional digital teams to leverage digital channels and transform the business of financial institutions.
Pritesh lives with his wife and two daughters in Dublin, California. He is fond of sports and plays Tennis and Badminton regularly.
Our Board Members
Main Technology Advisor for YeeGoals and YeeCares.
President of YeeCares
Miguel Gutierrez is currently a Consultant for the Government and Public Sector Human Capital HR Transformation Group for the past year. He has hands-on experience working throughout the software development cycle, which includes research, planning, design, development, and testing (while employing Agile/SCRUM best practices). Miguel also has one year of ServiceNow Developer experience, is a Certified System Admin on ServiceNow, and has over four years of collective experience developing software and managing client relationships. He is a US Army Veteran who served 8 years active duty as a Helicopter Crew Chief and completed 2 tours in support of Operation Enduring Freedom. He actively supports the YeeCares non-profit organization to help small businesses with education and resources. He is a current board member of YeeGoals.
Eli Rodriguez brings more than 25 years of his professional career in the banking industry. Eli has maintained the highest performance standards within a diverse range of leadership functions. His qualifications and experience includes retail banking, wealth management, commercial and private banking, community development, and human resources / training leadership. Eli is a current board member of YeeGoals and President of the non-profit organization, YeeCares.
Our Advisory Board Members
Chris Bui is owner of the Houston Lendio for small business lending
and President of New Horizon Summit Group. Chris has over
30 years of experience in the financial world. As a former bank vice president for major banks such as Bank of America and Wells Fargo, he brings with him the technical knowledge in lending and banking at all levels.
Quality Change Advisors
Quality Change Advisors, LLC brings over a decade of experience in Consumer and Business Banking. The team of MBAs, former bankers, and business consultants are driven by their commitment to longstanding professional relationships. Through a disciplined approach, they serve business owners with the intent of being an asset to their organization’s mission and vision. This means driving resource efficiency and promoting innovative long-term change. When partnering with QCA, the firm stands by delivering the highest quality work with Integrity, Candor, and Reliability