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 Better Banking Relationships & the Most trusted financial company on the planet.
To provide Better and Equal access to Capital and Economic Opportunities for humanity.
Our Core Values
Integrity Innovation Inclusion
Our Team Members
Yosmel (Joe) Gutierrez
Chief Executive Officer
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 Officer
Founder and CEO of Cuda Business Services. Ursula comes with 20 plus years of Business Management and Administrative Services including Human Resources, Bookkeeping, and Payroll. 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
President of GPS Capital Group, Inc. which helps to secure funding for individuals and businesses. Galen is also a partner with the law firm of Criscione Ravala, LLP focusing primarily on commercial litigation, 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. 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.
Pres. of YeeCares
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. Mr. Gutierrez 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. Lastly, Mr. Gutierrez 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 board member of YeeGoals.
Eli J. Rodriguez: Brings more than 25 years of professional career in the banking industry. Mr. Rodriguez has maintained the highest performance standards within a diverse range of leadership functions. His qualifications and experience include;consumer banking, wealth management, commercial and consumer loan products, community development, and deposit products. Office of the Comptroller of the Currency; regulatory compliance Risk Review for five south Florida markets. Extensive training and development Leadership to accomplish; Product knowledge, develop sales opportunities, coach associates to success, and time management. Eli is current shareholder and board member of YeeGoals and President of the non-profit organization YeeCares.
Our Advisory Board Members
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.
Jose Rodriguez’s 12-year career in Consumer and Business Banking, has been driven by a personal commitment to relationships and their development through a disciplined approach. He credits his success to the business owners he fearlessly pursues with the intent of being an asset to their organization’s mission and vision.
In most recent years while working full time as a Business Banker, he completed his Undergraduate degree in Business Administration and Accounting. As a father of two, he continues his commitment to self-development and improvement through his pursuit of a Master of Business Administration degree. He does so to further refine his high-value skillset.