Geezeo Brings In Brian Orta As Channel Sales Manager

TOLLAND, CT (March 29, 2013) – Geezeo, a leading FinTech firm that offers online personal financial management (PFM), and web-based, data-driven marketing platforms to financial institutions, today announced that it has hired Brian Orta as Channel Sales Manager. Mr. Orta will be responsible for working closely with select core solution and online banking providers.

Orta comes to Geezeo with 11 years sales and account management experience in the retail financial technology space. Starting at then Digital Insight, he quickly appreciated the ability technology plays in driving engagement, interaction and ROI. Most recently, he played a key roll at PM Systems with responsibilities in sales, account management and the inception of strategic partnerships. Mr. Orta attended California State University at Northridge and University of Phoenix.

“We are excited to have Brian join the team”, said Steven Nigri, Geezeo Vice President of Sales. “His skill set is ideally suited to our objectives and he has the drive and personality needed to cultivate deeper relationships in our market.”

About Geezeo
Geezeo offers financial institutions an integrated suite of online tools and services including best-in-class Personal Financial Management (PFM). The Geezeo PFM solution is predominantly integrated with a client’s online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. Recently Geezeo introduced its API and is bringing PFM data to a variety of retail delivery channels.  In addition to PFM, Geezeo offers Referral Engine, an online referral tool and Financial Advisor (PFA), a lead generation tool powering leads between PFM and a financial institutions investment group. For more information on the privately held company, visit

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