✓ QA checklist passed — 8/9 checks · 1 advisory · every check from §10 of the FIN targeting brief runs automatically on every batch
14Qualified leads
14/14Direct buyers (Tier A)
13/14Verified signals
3Immediate priority
11Standard outreach
Natalie Brown
Head of Strategic Workforce Partnerships · Ally
Charlotte, North Carolina
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINAlly's major financial-education investment (Ally Wallet Wise) aligns with FIN's education-first model; Andrew Wang's 401(k) expertise can help Ally drive retirement savings education for its workforce and customers, amplified by FIN's 30+ credentialed experts.
✓ Verified buying signalStarted as Head of Strategic Workforce Partnerships in November 2025; Publicly traded (NASDAQ: ALLY)
• Started as Head of Strategic Workforce Partnerships in November 2025
• Publicly traded (NASDAQ: ALLY)
• Company profile lists: financial literacy, financial education, financial literacy programs
Score breakdown — per the FIN targeting brief
33/35Title match
23/25Company fit
20/20Budget
10/10Access
7/10Timing
Satyen Choudhury
Head of Affiliate Marketing · Chime
San Francisco, California
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINChime's investment in financial wellness content makes FIN's network of credentialed experts like Andrew Wang ideal for providing trusted retirement education to its mass-market audience, with multi-voice amplification across FIN's 30+ experts.
✓ Verified buying signalStarted as Head of Affiliate Marketing in April 2026; Publicly traded (NASDAQ: CHYM)
• Started as Head of Affiliate Marketing in April 2026
• Publicly traded (NASDAQ: CHYM)
• Company profile lists: financial literacy tools
Score breakdown — per the FIN targeting brief
33/35Title match
23/25Company fit
17/20Budget
10/10Access
7/10Timing
Kristen Gambetta
Senior Director, Strategic Partnerships & Branded Entertainment · Chime
San Francisco, California
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINChime's focus on financial wellness content and Kristen's role in partnerships & branded entertainment position FIN's education-first model to deliver engaging retirement planning content via Andrew Wang's expertise, amplified by FIN's network.
✓ Verified buying signalStarted as Senior Director, Strategic Partnerships & Branded Entertainment in June 2026; Publicly traded (NASDAQ: CHYM)
• Started as Senior Director, Strategic Partnerships & Branded Entertainment in June 2026
• Publicly traded (NASDAQ: CHYM)
• Company profile lists: financial literacy tools
Score breakdown — per the FIN targeting brief
33/35Title match
23/25Company fit
17/20Budget
10/10Access
7/10Timing
Carrie Hunt
SVP Advocacy and Strategic Partnerships · Navy Federal Credit Union
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINNavy Federal Credit Union's member financial-education mission is a natural fit for FIN's education-first approach; Andrew Wang's retirement planning expertise can deliver trusted content to its 26,000+ members, amplified by FIN's 30+ experts.
✓ Verified buying signalStarted as SVP Advocacy and Strategic Partnerships in November 2025
• Started as SVP Advocacy and Strategic Partnerships in November 2025
• Company profile lists: financial education, financial literacy
Score breakdown — per the FIN targeting brief
33/35Title match
23/25Company fit
15/20Budget
10/10Access
7/10Timing
Crystal Williams
Director, Strategic Workforce Development Partnerships · Ally
Charlotte, North Carolina
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINAlly's commitment to financial literacy programs (as listed in company profile) aligns with FIN's education-first model; Andrew Wang's 401(k) expertise can support Ally's workforce development partnerships through multi-expert content amplification.
✓ Verified buying signalPublicly traded (NASDAQ: ALLY)
• Publicly traded (NASDAQ: ALLY)
• Company profile lists: financial literacy, financial education, financial literacy programs
Score breakdown — per the FIN targeting brief
33/35Title match
23/25Company fit
20/20Budget
10/10Access
0/10Timing
Lauren Webb
Chief Marketing Officer · SoFi
San Francisco, California
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINSoFi's documented creator program and heavy financial-education content investment make FIN's network of credentialed experts a natural partner; Andrew Wang's retirement planning expertise can enhance SoFi's retirement offerings with trusted, amplified content.
✓ Verified buying signalPublicly traded (NASDAQ: SOFI)
• Publicly traded (NASDAQ: SOFI)
Score breakdown — per the FIN targeting brief
35/35Title match
20/25Company fit
17/20Budget
10/10Access
0/10Timing
Dave Brenner
CMO for Banking, Investing, Credit & Insurance · SoFi
San Francisco, California
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINSoFi's documented creator program and heavy financial-education content investment make FIN's network of credentialed experts a natural partner; Andrew Wang's retirement planning expertise can enhance SoFi's banking, investing, and retirement content with trusted, amplified messaging.
✓ Verified buying signalPublicly traded (NASDAQ: SOFI)
• Publicly traded (NASDAQ: SOFI)
Score breakdown — per the FIN targeting brief
35/35Title match
20/25Company fit
17/20Budget
10/10Access
0/10Timing
Katharine Hebenstreit
SVP, Head of Partnerships and Business Analysis · Alliant Credit Union
Chicago, Illinois
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINAlliant Credit Union's digital-first focus and personal-finance content partnerships are a strong fit for FIN's education-first model; Andrew Wang's retirement planning expertise can help Alliant deliver trusted financial education to its members, amplified by FIN's 30+ experts.
✓ Verified buying signalStarted as SVP, Head of Partnerships and Business Analysis in December 2025
• Started as SVP, Head of Partnerships and Business Analysis in December 2025
• Company profile lists: financial literacy
Score breakdown — per the FIN targeting brief
33/35Title match
23/25Company fit
9/20Budget
10/10Access
7/10Timing
Stephanie Guzaldo
Director, Partnerships Operations & Enablement · Alliant Credit Union
Chicago, Illinois
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINAlliant Credit Union's digital-first focus and personal-finance content partnerships align with FIN's education-first model; Andrew Wang's retirement planning expertise can support Alliant's partnerships operations through trusted, multi-expert content.
✓ Verified buying signalStarted as Director, Partnerships Operations & Enablement in March 2026
• Started as Director, Partnerships Operations & Enablement in March 2026
• Company profile lists: financial literacy
Score breakdown — per the FIN targeting brief
33/35Title match
23/25Company fit
9/20Budget
10/10Access
7/10Timing
Beth Wood
EVP and Global Chief Marketing Officer · Principal Financial Group
Des Moines, Iowa
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINPrincipal Financial Group's retirement focus and financial-wellness programming are a direct match for Andrew Wang's 401(k) and retirement planning expertise; FIN's education-first model and network amplification can drive participant engagement and trust.
✓ Verified buying signalPublicly traded (NASDAQ: PFG)
• Publicly traded (NASDAQ: PFG)
Score breakdown — per the FIN targeting brief
35/35Title match
17/25Company fit
20/20Budget
10/10Access
0/10Timing
Renee Hamlen
Chief Marketing Officer - Benefits & Protection · Principal Financial Group
Des Moines, Iowa
Tier A · Direct BuyerOtherBrand Campaigns$250K+High confidence
Why they fit FINPrincipal Financial Group's retirement focus and financial-wellness programming are a direct match for Andrew Wang's 401(k) and retirement planning expertise; FIN's education-first model and network amplification can enhance benefits & protection content.
✓ Verified buying signalPublicly traded (NASDAQ: PFG)
• Publicly traded (NASDAQ: PFG)
Score breakdown — per the FIN targeting brief
35/35Title match
17/25Company fit
20/20Budget
10/10Access
0/10Timing
Jennifer McFarren
AVP, Strategic Partnerships & Community Impact · Navy Federal Credit Union
Pensacola, Florida
Tier A · Direct BuyerOtherStrategic Partnerships$250K+Medium confidence
Why they fit FINNavy Federal Credit Union's member financial-education mission and community impact goals are a natural fit for FIN's education-first model; Andrew Wang's retirement planning expertise can deliver trusted content to members, amplified by FIN's 30+ experts.
◌ Buying signal — needs manual verificationCompany profile lists financial education, financial literacy
• Company profile lists: financial education, financial literacy
Score breakdown — per the FIN targeting brief
33/35Title match
23/25Company fit
15/20Budget
10/10Access
0/10Timing
Ashley Suazo
Vice President of Partnerships & Business Development · Human Interest
San Francisco, California
Tier A · Direct BuyerOtherBrand Campaigns$50K–$250KHigh confidence
Why they fit FINHuman Interest's 401(k) platform scaling via education-led adoption is a direct match for Andrew Wang's 401(k) education expertise; FIN's network of 30+ credentialed experts can amplify trusted content to drive plan-participant action.
✓ Verified buying signalSeries E closed August 2025 (total raised: 709.9M)
• Series E closed August 2025 (total raised: 709.9M)
Score breakdown — per the FIN targeting brief
33/35Title match
17/25Company fit
7/20Budget
10/10Access
7/10Timing
Nick Espinoza
Regional Director of Partnerships - Northwest · Human Interest
Los Angeles, California
Tier A · Direct BuyerOtherBrand Campaigns$50K–$250KHigh confidence
Why they fit FINHuman Interest's 401(k) platform scaling via education-led adoption is a direct match for Andrew Wang's 401(k) education expertise; FIN's network of 30+ credentialed experts can amplify trusted content to drive plan-participant action in the Northwest region.
✓ Verified buying signalSeries E closed August 2025 (total raised: 709.9M)
• Series E closed August 2025 (total raised: 709.9M)
Score breakdown — per the FIN targeting brief
33/35Title match
17/25Company fit
7/20Budget
10/10Access
7/10Timing
QA checklist — brief §10, enforced by machine
| ✓ | Max 2 per company | PASS | |
| ✓ | Title tier validation | PASS | |
| ✓ | Negative person list | PASS | |
| ✓ | All required fields + specific rationale | PASS | |
| ✓ | No scores below 50 | PASS | |
| ✓ | LinkedIn URL format | PASS | |
| ◌ | Verified buying signal for Tier A | WARN | 1/14 Tier A leads flagged for manual signal research: Jennifer McFarren |
| ✓ | Industry category valid | PASS | |
| ✓ | Service category & budget band | PASS | |