It pays to keep your money close to home

Our Story

It all started with the financial crisis of 2008. Everyone across the country was impacted, and many Americans no longer fit with megabanks and the limited options they offered. People needed a different kind of banking service.

While the economy has bounced back since then, regional banks, community banks, and credit unions have been growing; and they’ve become well-equipped to serve consumers in a wide range of financial situations. This got us thinking.

In 2014, the demand for better banking solutions was still going strong, and community financial institutions (CFIs) still needed to reach a wider audience. It was time to create accessible digital marketing that connects consumers to the CFIs that can work with them like humans. That’s why we created Bundlefi.

Our Story

It takes major funds to advertise a business—banks included—and with megabanks’ massive marketing budgets it’s nearly impossible to get a word in edgewise. And yet, CFIs offer a lot of the same perks such as mobile banking, credit cards and ATMs. Plus, all this comes with the flexible services that the big banks just can’t offer.

With Bundlefi, we want to make some room in the marketplace and give CFI’s a channel that makes their offerings heard, loud and clear.

What’s more, we want to simplify the search for a great CFI that’s right for you and benefits your community. At Bundlefi, we believe banking should be more than just selling products, it should create long-lasting business relationships between people and their financial institutions.

Our Visionaries

Gregory Pellitteri, Chief Executive Officer
Bundlefi is the brainchild of Greg Pellitteri. With over 18 years of experience in both large and boutique financial institutions, Greg has a wealth of knowledge in retail banking, customer acquisitions and relationship management.
His focus was on commercial deposit and lending deals of $1mm-$50mm domestically and internationally. Greg is also a proven leader with a track record of creating positive work environments and motivating his teams. He has worked at JP Morgan Chase, State Bank of Long Island and most recently was Vice President of Business Development at Sterling National Bank.

Michael Packman, Chief Operating Officer
Michael began his career more than 20 years ago, at a boutique private wealth management firm, where he quickly became the youngest vice president in the company’s history.
Additionally, he oversaw the Long Island region for the brokerage arm of a major international financial firm. In 2003, his entrepreneurial spirit took over and he formed his own company, PNI Capital Partners, where he currently serves as Chief Executive Officer. At Bundlefi, he’s building the sales teams from the ground up.

Anthony Bright, Chief Information Officer
Before joining Bundlefi, Anthony served as principal and director for Deloitte Consulting.
Anthony has over 25 years of technology experience with internet & security, ERP, and complex global implementation projects. He’s also been involved in developing lines-of-business, including business development, revenue generation and technology services & tools.

Rob Marriage, Chief Technology Officer
While at the State University of New York at Brockport, Rob worked as a technical writer at Moore Business Forms.
After graduating, he continued as a technical writer for both Bosch Security Systems and Xerox Corp. until he was given the opportunity to change careers and become a web developer. In 2005 he joined a start-up called CUnet, eventually becoming a project manager and later a product manager. In late 2009, Rob co-founded Appsalon, LLC offering online marketing services to private schools. Since 2013, Rob has continued to work in IT as a web technology consultant. At Bundlefi, he’s the “man behind the machine.”

Adrienne Greene, Chief Sales Officer
After nearly twenty years in many aspects of financial services including Branch Manager, Business Banker, and Business Development Officer, Adrienne is leveraging her experience at regional and community banks, to help community financial institutions grow as the Chief Sales Officer at Bundlefi leading the Sales and Service Team.

Adrienne has a wealth of knowledge in Credit, Treasury Management, and Relationship Management. She has been a successful Branch Manager and Business Relationship Manager at both large and community based financial institutions leading and developing successful teams. Adrienne has worked at JPMorgan Chase, Community National Bank and Sterling National Bank and holds an MBA from Long Island University where she also was an Adjunct Professor in the Business Division.

James Taylor, Senior Vice President Relationship Management
A Top Producing sales professional with 20 years of experience in the Financial Services Industry. Jim has proven expertise in the areas of Business Development & Relationship Management with a focus in Investment, Retail, Small Business & Mortgage Banking. Jim has a distinguished track record for exceeding sales goals and increasing revenue through exceptional customer service and an unflinching belief in the value of relationships. Throughout his career, Jim has had the opportunity to work for Financial Institutions both large & small and he is very passionate about helping Community Financial Institutions to finally be seen as a better alternative for consumers.