Tucker S.

Tucker Sholtes

5.0

(5)

CEO & Former Consultant | Career Growth Expert | Clemson MBA

State University of New York at Oswego Logo

Studied at State University of New York at Oswego

Infonancial Logo

Works at Infonancial

Successful clients at

Not currently taking new clients

Tucker’s Career Coaching Qualifications

Experience level: Manager

Tucker has helped clients get into these companies:

Welcome to my profile! With a robust background in strategic leadership and entrepreneurship, I am currently the CEO of Infonancial Solutions (PE owned), where I lead innovative solutions for financial institutions. Prior to Private Equity, I worked across various Management Consulting Firms including ZS Associates, PwC and Accenture focusing on technology implementations, strategy and product management. Outside of work, I'm a member of the SUNY Oswego Alumni Board of Directors and Clemson's MBA Alumni Council. Since I was an undergraduate student, I've loved coaching both students and young professionals to get the most out of their time in college and early career years to maximize their potential and outcomes. I hold an MBA in Entrepreneurship & Innovation from Clemson University and a Graduate Certificate from Oxford's Said Business School. Let's connect to explore how I can support your career journey!

Tucker can help with:

AI Automation

AI Fundamentals

AI Outreach

AI-Powered Job Search

Career Planning

Cover Letters

Freelancing

General Exploration

Interview Prep

Job Search Strategies

Leadership

Networking Strategy

Personal Branding

Professional Networking

Resume Review

Salary Negotiation

Skill Building

View all of Tucker’s categories

About Tucker

I’m Tucker, and I was once told by my guidance counselor that I couldn’t even get into a mid-tier state school. Today, I lead Platform M&A Sourcing for Canada at a Alpine Investors Platform Company (EFTG) and serve as CEO of a Fintech Portfolio Company within Evergreen Financial Technology Group. My path hasn’t been linear, and that’s exactly why I coach. I started at a SUNY school after turning around my academic trajectory late in high school. Once there, I went from completely uninvolved to deeply embedded in campus leadership, founding a student consulting group, leading multiple organizations, and ultimately serving as Student Government President. From there, I broke into management consulting, despite being told firms “don’t recruit from schools like ours,” and went on to work at Accenture, PwC, and ZS Associates. After earning my MBA from Clemson, I set my sights on private equity, another path I was told was unrealistic. Not long after, I was recruited into a CXO role, launching me into my current chapter leading growth and acquisition strategy in the PE ecosystem. I’ve built my career by challenging assumptions, both my own and others’. Whether you’re trying to land your first offer, pivot careers, break into consulting or private equity, or pursue a path that doesn’t fit the mold, I understand what that takes. I’ve navigated it firsthand, and I’m here to help you do the same with clarity, strategy, and confidence.

Why do I coach?

I coach because I know what it feels like to be underestimated, and I know what happens when you decide not to accept it. I barely made it to undergrad. At one point, I was choosing between the Marines and skipping college entirely. My high school guidance counselor told me I couldn’t get into the only school I wanted. That moment lit a fire in me that never went out. I turned things around my senior year and earned admission to a SUNY school. Once there, I made a decision to become someone different. I went from uninvolved and uncertain to leading student government, founding organizations, and building a student-run consulting group. Along the way, mentors stepped in and changed my trajectory. They pushed me, believed in me, and showed me paths I didn’t know existed. When career services told me management consulting wasn’t realistic from my school, I didn’t accept it. I found another way in. That path led me to Accenture, PwC, and ZS Associates. After my MBA at Clemson, I heard the same thing about private equity. Again, I didn’t accept it. Not long after, I stepped into a CXO role and into the world of PE. Today, I lead a PE-backed company and oversee Platform M&A sourcing across Canada at Alpine Investors. I coach because I’ve lived the gap between where you start and where you want to go. I know how confusing it can feel, how isolating it can be, and how easy it is to believe the wrong voices. If you have a goal that feels just out of reach, or a path that doesn’t look like anyone else’s, I can help you navigate it with clarity and conviction. Let’s go get it.

Work Experience

Infonancial Logo

Chief Executive Officer

Infonancial

October 2023 - Present

Infonancial Solutions specializes in delivering advanced core processing software and solutions tailored for credit unions and financial institutions across Canada. With a focus on innovation and efficiency, the company supports its clients in streamlining operations and enhancing member experiences. Trusted by financial organizations nationwide, Infonancial consistently drives measurable success and operational excellence Strategic Leadership, Product Development and +2 skills

Evergreen Services Group Logo

Operating Executive

Evergreen Services Group

October 2023 - Present

A Long-term home for great software businesses that serve financial institutions, backed by Alpine Investors. Mergers & Acquisitions (M&A), Strategic Leadership and +1 skill

Evergreen Services Group Logo

Executive in Residence

Evergreen Services Group

May 2023 - October 2023

As an Executive-in-Residence, I split my time across Operating Company Strategy, M&A and Evergreen Strategy before being appointed as an Operating Executive for EFTG and CEO of Infonancial Solutions in October of 2023.

Clemson University Logo

MBA Alumni Council Member

Clemson University

August 2022 - Present

State University of New York at Oswego Logo

Governance Commitee Chair

State University of New York at Oswego

July 2019 - Present

Education

State University of New York at Oswego Logo

State University of New York at Oswego

Dual Bachelors, Business Administration & Public Relations

2011 - 2015

Clemson University Logo

Clemson University

Master of Business Administration - MBA, Entrepreneurship & Innovation

Said Business School (Oxford) Logo

Said Business School (Oxford)

Graduate Certificate, Entrepreneurship & Innovation

Activities and societies: - MBA 8110 International Business Management - MBA 8990 Global Leadership Immersive Summer Program through Clemson MBA

Tucker was also personally admitted to

  • St. Bonaventure University Logo

    St. Bonaventure University

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