MoneyDesktop Expands Management Team with Financial Industry Veterans

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Company adds experience, bolsters product and partnership divisions

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MoneyDesktop is always looking for brilliant and driven people to help propel the company to even higher levels of performance.

-Ryan Caldwell, CEO and founder of MoneyDesktop

MoneyDesktop, a provider of online banking-based personal financial management (PFM) solutions to banks and credit unions, announced today that it has enhanced its management team through the additions of Pete Halenar as vice president of strategic partnerships and Neeraj Joshi as group product manager.

As VP of strategic partnerships, Halenar is responsible for developing and maintaining relationships with MoneyDesktop’s integration partners and growing the company’s partnership network. Prior to joining MoneyDesktop, Halenar served as vice president of business development, partnerships and alliances for St. Petersburg, Fla.-based PSCU Financial Services. Previously, he served as the VP of business relationship management for Prudential Financial. Halenar has more than 20 years of financial service industry experience, holding leadership positions at financial technology companies such as Continuity Control and Open Solutions.

Joshi brings more than 10 years of financial services experience to the MoneyDesktop team, previously working with companies such as GE Capital and Intuit. While at Intuit, Joshi helped the company integrate the business into their personal finance group and helped launch Mint Canada. He also served as the primary thought leader of Intuit Data Services. As group product manager, Joshi will oversee planning and development for MoneyDesktop’s online and mobile technology solutions, managing the end-to-end process of all product offerings.    

“MoneyDesktop is always looking for brilliant and driven people to help propel the company to even higher levels of performance,” said Ryan Caldwell, CEO and founder of MoneyDesktop. “The additions of Pete and Neeraj will help an already fast moving and dynamic team. With more than 30 years of combined FinTech experience, they will be able to help MoneyDesktop deepen industry relationships and help us continue to provide even more innovative technology solutions to financial institutions and their account holders.”

About MoneyDesktop                                    
MoneyDesktop (MD) is redefining the way millions of people interact with their finances by developing software technologies that drive the financial engagement between account holders and financial institutions. Through its award-winning PFM, MD is the leading provider of online and mobile money management solutions and has become the fastest-growing provider of its kind. By integrating directly into online banking, core, and payment platforms, MD positions banks, credit unions and payment providers as financial hubs and offers tools that dramatically impact loan volume, user acquisition and wallet-share. MD currently partners with more than 400 financial institutions and 27 Online Banking/Core/Payment Network providers.

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Michael Graul
Money Desktop
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