Senior Director, Strategic Account Management @ From September 2015 to Present (4 months) San Francisco Bay AreaSenior Director, Head of Channel Sales @ From October 2014 to Present (1 year 3 months) Director, Channel Development @ From August 2012 to Present (3 years 5 months) Director, Business Development @ Created a startup division that enables companies to use account and transaction data for over 99% of consumer and small business financial accounts in their products. Lead team and oversee all aspects of group product strategy and operations including new market development, pricing, agreements, deployments and customer support. From September 2010 to July 2012 (1 year 11 months) Senior Business Development Manager @ Reported to the Chief Strategy and Marketing Officer, responsible for business development, strategy, marketing and international sales. Initiated and ran projects within this organization that played a key role in Yodlee's growth. From February 2009 to August 2010 (1 year 7 months) Business Development Manager @ From July 2007 to January 2009 (1 year 7 months) Business Development Intern @ • Identified and explored eight potential revenue-generating programs through primary research including meetings with company executives, industry insiders and potential customers. • Started two new revenue-generating programs, one with yearly revenue potential of $5 million, and signed the first clients. From June 2006 to November 2006 (6 months) Account Manager @ • Founded the web department, including sales, doing coding work, hiring all staff and managing the group. • Managed the calling department, including productizing a new lead generation offering, and more than quadrupled both revenue and staff. • Personally developed proprietary software to provide calling scripts, capture results and deliver metrics, which improved accuracy and decreased costs by more than 30%. • Collaborated with Managing Partners and client representatives to develop strategies and marketing plans for clients ranging from technology start-ups with less than $1MM in revenues to manufacturers with $5MM in revenue to a hazardous waste disposal company with a nationwide presence and over $200MM in revenues. From November 2001 to August 2005 (3 years 10 months) Financial Analyst, Healthcare Industry @ • Built financial models to analyze pro forma acquisition consequences, discounted cash flows and valuation based on comparable companies and precedent transactions. Analyzed markets and competition in the health care industry. • Transaction experience includes acquisition by Fresenius Medical Care of Edwards Lifesciences Cardiovascular Inc. From January 2001 to November 2001 (11 months)

MBA, Marketing and Entrpreneurship @ UCLA Anderson School of Management From 2005 to 2007 BA, Economics and Mathematics @ New York University From 1999 to 2001 The University of Kansas From 1997 to 1999 Casey Clegg is skilled in: New Business Development, Strategic Partnerships, Business Development, Start-ups, Go-to-market Strategy, SaaS, Competitive Analysis, Strategy, Lead Generation, Product Marketing, Sales, Mergers & Acquisitions, Program Management, Marketing, Management, Product Management, Enterprise Software