A dynamic and ever-evolving fintech ecosystem

Adam is a Founder of Valmar Holdings, serving as the creative director focused on emerging investment opportunities.  Totaling 20 years in Fintech, Adam has experience in: delinquency management, origination management, payments, auto-decisioning, various proprietary software, real estate, finance, entertainment investments, and operational consulting.  Adam is a multifaceted operator who has built a team around him with a keen eye on efficiency, scale, and asset management strategy to take on the ever-changing future of Fintech. 

An avid basketball fan, Adam owns the 2022 championship Blue Collar U team and helps fund and assist operations for various youth-based basketball organizations in the Western New York area.

Dan’s entrepreneurial journey began in 2004, and since then, has formed numerous successful ventures in the financial technology sector. Dan’s primary focus is to develop new strategic partnerships as well as continuously grow Valmar Holdings’ customer base. Dan attributes his success to having a customer-first attitude and because of this, has been able to continuously expand Valmar Holdings’ reach.

Richard joined Valmar Holdings in October 2019 and serves as Chief Executive Officer. He is responsible for overseeing the execution of the company’s strategic vision. Prior to this role, he was Valmar’s Chief Financial Officer where his direct responsibilities included accounting, finance, risk, and compliance.

Rick has 18 years of experience in the specialty finance space and spent several years in public accounting, where he managed audit and consulting teams for numerous high-profile clients in industries that include manufacturing, service, and specialty finance. He leverages this experience to spearhead internal control frameworks, BSA/AML programs, and the restructuring of operations to create efficiency and scalability.

Mr. Heaton is a Certified Public Accountant and holds a Bachelor of Science in Accounting from the University of Buffalo.

Jonathan joined Valmar Holdings in December 2022 and serves as Chief Financial Officer responsible for accounting and financial planning, operations, compliance, and reporting.

Prior to joining Valmar, Jonathan spent 6 combined years at a local Western New York manufacturing, distribution, and fabrication company as Financial Controller then Chief Financial Officer as well as 12 years in public accounting where he managed assurance and consulting engagements in various industries including manufacturing, distribution, service, and financial technology.

Mr. Gentile holds a Bachelor of Science in Accounting from the State University of New York at Geneseo and is a Certified Public Accountant in the state of New York.

Michael joined Valmar Holdings in October of 2019 and is responsible for its product development and technical direction.

Michael has 18 years of experience in the fintech industry, focusing recently on building and scaling applications in modern cloud environments. He previously worked at HSBC as a Global Enterprise Engineer (awarded only to the company’s top engineers). He gained knowledge working on large-scale projects around the globe with teams in Hong Kong, India, and the UK. He has a wealth of experience ranging from legacy mainframe systems, hardware management, SAAS offerings, and cloud computing.

Mr. March holds a Bachelor of Science in Computer Engineering from the University at Buffalo.

Jason is responsible for implementing and managing information security control technology and procedures. Jason came to Valmar Holdings from HSBC Bank, bringing with him nearly 20 years of Data Operations and Cyber Security experience. In his previous role, he was responsible for enterprise security on the IBM I platform, developing and implementing security controls, and event-driven solutions across a global estate. This included internal and external Audit response, satisfying regional and global regulatory compliance requirements, and threat and risk analysis of the IBM I platform and its hosted applications.

Jennifer joined the Valmar Holdings team as General Counsel in August 2023. With a robust background in handling complex transactions and diverse agreements, Jennifer brings a wealth of knowledge and experience to our organization, garnered from her tenure at renowned tech companies, including Google.

In her capacity as General Counsel, Jennifer plays a pivotal role in overseeing Valmar’s legal, regulatory, and compliance functions. She serves as a strategic legal advisor to our leadership, contributing her expertise to our management team. Jennifer effectively manages a spectrum of legal matters within the organization, including the negotiation, drafting, and review of various documents.

Jennifer holds a Bachelor of Arts in Economics from the University of Pennsylvania and a Juris Doctor degree from Baylor University.  Her skills and expertise will greatly benefit the Valmar Holdings family of companies, ensuring our continued success in the dynamic business landscape.