Leadership Team

IOU Financial has been lending to small businesses since 2009 and funded over US$700 million in loans.

Get to know our leadership team and the people who make IOU Financial such a successful company. Read more about each leader below by clicking on their profile.

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Our Team

Learn more about each member of our Leadership Team

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Phil Marleau

Chief Executive Officer and Director

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Robert Gloer

Chief Operations Officer and President

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David Kennedy

Chief Financial Officer

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Madeline Wade

Vice President of Operations

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Jeff Turner

Vice President of Credit & Compliance

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Stewart Yeung

Vice President of Finance

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Joshua Zickefoose

Vice President of Sales & Strategy

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Benjamin Yi

Capital Markets & Corporate Development

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Rich Zapata

Engineering & Technology Manager

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Elyse Bridges

Executive Assistant

Board of Directors

Phil Marleau is President and CEO of the Corporation. Previously, he was employed as a portfolio manager with Palos Capital Corporation and as a financial analyst in the equity research divisions of Merrill Lynch, Credit Suisse First Boston, and Scotia Capital. Mr. Marleau serves on the board of Palos Capital Corporation. Mr. Marleau holds a Bachelor of Engineering (B.Eng.) with a Minor in Economics from McGill University and is a Chartered Financial Analyst (CFA).

Evan Price is the President, CEO and a director of CO2 Solutions, a leading provider of carbon capture technology (TSX-V; symbol: CST-V). Before becoming President and CEO of CO2 Solutions, he was the Chairman of the Board. Previously, Mr. Price led several high technology companies. He is a board member of Solifor. He holds an MBA from INSEAD in Fontainebleau (France), a bachelor’s degree in forestry engineering from Université Laval and a certificate in corporate governance from the Collège des administrateurs of Université Laval.

Yves Roy has been a board member of several companies and foundations since 2006. Mr. Roy is currently a director of Fondation du Musée des Beaux-Arts de Montréal and Fondation de l’institut de cardiologie de Montréal. Mr. Roy was until recently a director and chairman of the board of Verlyx Pharma (recently sold).Mr. Roy was President and CEO, and then partner of SECOR between 2007 and 2012. Prior to this, he was CEO of Les Métaux Tremblay (Groupe LMT), and he held several executive positions at Mercer LLC for almost 25 years. Mr. Roy holds a Bachelor’s degree in actuarial science from Université Laval, a Master’s degree in risk and insurance from the University of Pennsylvania and a Ph.D. in managerial science and applied economics from Wharton School of the University of Pennsylvania.

Wayne Pommen is President and CEO of PayBright. Mr. Pommen is currently a director and the Chairman of the Audit Committee of Hudson’s Bay Company. Previously, Mr. Pommen was a Principal at TorQuest Partners, one of Canada’s leading private equity firms, and a management consultant with Bain & Company in the United Kingdom, the United States, and Canada. Mr. Pommen also served as a strategy director at BPP Holdings plc.

Mr. Pommen holds a Ph.D. from the University of Cambridge and an A.B. from Harvard University.

Mr. Pommen has also completed the Directors Education Program of the Institute of Corporate Directors and has received his ICD.D designation.

Lucas Timberlake has been a Partner with Fintech Ventures Fund, LLLP, a financial technology-focused investment firm, since 2015. Since assuming his current role, Mr. Timberlake has held several board director positions with technology-enabled lending companies in the small business and real estate lending sectors and currently serves on the board of directors for GROUNDFLOOR Finance. Previously, Mr. Timberlake was part of the investment team with Antarctica Capital, an international private equity firm focusing on real assets and insurance opportunities. Mr. Timberlake began his career as an investment banking analyst with Bank of America Merrill Lynch. Mr. Timberlake holds a Bachelor of Arts in Economics and Political Science from Columbia College of Columbia University.

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Mailing Address

IOU Financial Inc.
600 TownPark Lane
Suite 100
Kennesaw, GA 30144

1.866.217.8564