Shawn O'Brien
President

Shawn O’Brien serves as the President of QwickRate. His responsibilities are to continue to enhance QwickRate's ability to deliver non-brokered funding while also seeking to complement these deposits with additional sources of liquidity and investment options. He currently serves on the Board of Directors of the National Bank of St. Anne, an Illinois community bank, where he is also a shareholder. He holds a B.A. in Business from the University of Notre Dame.

Ricki Dagosta
Presentation & Trade Show Coordinator/Sr. Account Executive

After five years in the banking industry, Ricki joined QwickRate in 1990. She began working exclusively with community banks to help them solve their liquidity needs through the non-brokered funding available in our nationwide marketplace. In 1993 she transferred her experience as a Customer Service Representative into the sales arena, concentrating on the community banking market. Today, public speaking is included in Ricki's job description of Sr. Account Executive. Bringing her award-winning Toastmasters talent, she has spoken at numerous state bank association events. Ricki also coordinates QwickRate's appearances at trade shows and other conferences.

Jason Heinrich
Account Executive

Both QwickRate and our marketplace members are fortunate to have had Jason join our customer service department in 2009. His personal goal is to help every QwickRate customer receive optimal value from their subscription, and he pursues this objective with knowledgeable enthusiasm on a daily basis. No stranger to helping others succeed, Jason previously served as a consultant to restauranteurs engaged in startup ventures. He is a graduate of Armstrong University in Savannah, Georgia, where he received a B.S. in Applied Mathematics with a concentration in statistical analyses and business maximization. Jason holds both a Series 7 and a Series 63 license.

Jane Kelley
Public Funds Coordinator

A valued member of the QwickRate team since 2003, Jane Kelley first made her mark in Customer Service. Her work as an attentive liaison to QwickRate members provided an ideal foundation for her present role as Public Funds Coordinator, which she assumed in July 2007. Each day, Jane consults with community banks to help them diversify their funding options with alternative sources, including public funds and DTC deposits, which are available outside the non-brokered marketplace. Prior to joining QwickRate, Jane’s career experience included accounting, purchasing, materials coordination and sales management.  

Page Lively
Customer Renewal Manager

Overseeing, managing and renewing subscriptions for approximately 3,000 customer accounts is no small task, yet it’s one that Page Lively manages with expert efficiency and personal attentiveness. She continually interfaces with financial institutions throughout the United States, consulting with QwickRate customers concerning their liquidity and investing needs and providing instruction on how they can receive the best value from QwickRate’s nationwide CD marketplace. Page’s expertise in renewals provides an excellent bridge to the activities she performs in the areas of customer support and sales. Her contributions, along with the high marks QwickRate receives for product and customer-support satisfaction, account for the exceptional subscriber renewal rate of 92 percent.

Pam Sarubbi
Sales Manager

A valued QwickRate associate since 2001, Pam Sarubbi was promoted to sales manager in 2007 to oversee a team that has quickly grown to include eight associates. Pam expertly manages sales and marketing functions for QwickRate’s national marketplace, as well as joint marketing efforts with the ICBA. She is instrumental in helping our bank and credit union members realize optimal benefits from their subscriptions and successfully meet their liquidity and investing needs. Prior to joining QwickRate, Pam served for seven years as a sales executive consulting with utility companies across the Southeast. She attended Kennesaw State University, majoring in Information Systems. A native of Allen Park, Michigan, Pam has lived in the Atlanta area for more than 20 years.

David Suri
Sr. Account Executive

David joined QwickRate in February of 2006. His responsibilities include consulting with credit unions across the country on effective as well as profitable usage of the wholesale CD market. David is also responsible in assisting with marketing enhancements; and attending trade shows across the country to meet with various credit unions. David is a graduate of Kennesaw State University with a Bachelors Degree in Economics. Originally from Heidenheim, Germany, he has resided in Georgia for over 20 years. David holds both a Series 7 and a Series 63 license.

Melissa Wallace
Sr. Account Executive

Melissa was hired to fill the Relationship Manager role at QwickRate in June of 2001. Since that time, she has become a key member of the sales department, where she focuses on helping community banks realize the many benefits that QwickRate offers them. In this role, Melissa has presented numerous workshops on alternative funding for industry groups and state associations. She has also been a featured speaker at the FMS Accounting Forum. Prior to joining QwickRate, Melissa spent 3 years with IBM as a Business Analyst. She graduated from Auburn University with a Bachelor of Science Degree.