The Team that Helped Build First USA and Juniper/Barclays
Leadership
Jim Stewart
CHIEF EXECUTIVE OFFICER, CO-FOUNDER/PARTNER
Jim’s experience includes co-creating and leading Wingspan Bank (a subsidiary of Bank One Corporation), over a decade in executive management at credit card issuer First USA, and time at American Express and Deloitte.
Jim is co-founder and former Board Chairman for Zip Code Wilmington, a non-profit coding bootcamp that trains adults for technical careers at Wilmington-based companies. He also serves on the Board of Rodel, a nonprofit organization that partners with Delawareans and educational innovators from around the world to transform public education in Delaware.
Jim holds a bachelor’s degree from University of North Carolina at Chapel Hill.
Ben Brake
PRESIDENT, CO-FOUNDER/PARTNER
Ben was also EVP of Marketing at First USA, where he built one of the largest and most successful financial services marketing organizations in the U.S., with responsibility for an annual customer acquisition budget of $1 billion, generating as many as 10 million new accounts per year.
His experience includes leading customer acquisition, existing customer marketing, marketing analysis, marketing operations, new product development, and co-brand partner management functions. He’s also been awarded a U.S. patent for an innovative and highly successful credit card product. Earlier in his career, Ben worked for American Express and Wachovia.
Ben holds a Bachelor of Arts in Government from The College of William and Mary and a Master of Business Administration from University of Virginia Darden School of Business.
Megan Basilio
CHIEF MARKETING OFFICER, PARTNER
Megan joined Epic in 2015 after leading new customer acquisition at Barclays, where she drove five million new customer accounts annually while championing profitable growth and digital marketing capabilities.
Megan also held leadership positions at NRG Energy specializing in market development for the retail energy sector and developing and launching consumer solar solutions.
Megan received her Bachelor of Science in Business Administration from the University of Delaware.
Our Team
Kelly Bowman
ACCOUNTING
- JUNIPER / BARCLAYS
- FIRST USA
Victoria Conn
CREATIVE DIRECTOR
- JUNIPER / BARCLAYS
- FIRST USA
Heather Farber
MARKETING
- JUNIPER / BARCLAYS
- ENERGY PLUS
- MBNA
Curt Fournier
DATA SCIENCE
- MASTERCARD
- BARCLAYS
Gregg Gerst
HEALTHCARE & TECH
- APPLE
- SUN MICROSYSTEMS
Bruce Grice
DATA SCIENCE
- JUNIPER / BARCLAYS
- PNC
- TRANSUNION
Chris Harris
FINANCE
- JP MORGAN CHASE
- MBNA
Kristen Leitzel
MARKETING
- JUNIPER / BARCLAYS
- ENERGY PLUS / NRG
Mike Liguori
CFO
- CITI
- BARCLAYS
- ENERGY PLUS / NRG
Shannon Lopez
STRATEGIC OPERATIONS
- JUNIPER / BARCLAYS
- ENERGY PLUS
- MBNA
Casey Norling
MARKETING
- BARCLAYS
- ENERGY PLUS / NRG
Erin Warner
MARKETING
- BARCLAYS
- ENERGY PLUS / NRG
- FREEDOM MORTGAGE
Chris Zuck
DATA SCIENCE
- SALLIE MAE
- MARLETTE FUNDING
- JUNIPER / BARCLAYS