Mike Milan

Mike Milan has a wealth of experience in the financial services industry. In 2013, they began their career as Vice President of Business Development at Finagraph, where they were responsible for conceptualizing, implementing, and optimizing sales and marketing strategies for an innovative automated financial intelligence product. In 2011, they took on the role of Director of Operations at Pioneer Human Services, where they were charged with transforming the construction services division for the nation's leading social enterprise nonprofit. In 2019, Mike became President and Chief Operating Officer of Elevate Financial Training, providing business financial training to bankers, accountants, and small business owners. Mike then moved on to become Co-Founder and President of Simplex Financials in 2020, a financial technology company focused on helping small business owners and their advisors. Most recently, Mike has been working as Vice President Strategic Partnerships at Truly Financial since 2021, developing and driving the business strategy by working primarily with accountants, trade associations, and software developers.

Mike Milan completed their MBA from Baylor University - Hankamer School of Business in the field of Business. Mike also holds an Associate of Arts (A.A.) degree from Wentworth Military Academy in Military Science and Operational Studies, and a Bachelor of Arts (B.A.) degree from Western Illinois University in Management.