Optimal Blue has promoted Lanny Rogers III, CPA, to chief financial officer (CFO) and Jeremy Moreno to chief revenue officer (CRO). Their combined experiences and long track records of leadership position the company to advance its next stage of growth and client success with a dedicated financial strategy function and strengthened revenue oversight, according to a release.
As CFO, Rogers will guide financial planning, forecasting, capital allocation and financial diligence on acquisitions.
“As we have continued to experience exponential growth and expansion, Lanny has been central to strengthening the financial nimbleness of our business,” Joe Tyrrell, CEO of Optimal Blue, said in a release. “He brings clarity to complex decisions, balances discipline with pragmatism and understands the financial considerations that shape every part of our operations. He has already been helping steer our financial direction, and this role formalizes his leadership as we continue to scale responsibly to continue bringing new innovation and value to our clients.”
Rogers first joined Optimal Blue in 2017 as an accounting manager and advanced to division controller in 2022 before being promoted to vice president of accounting in 2023 – his most recent role. He is a certified public accountant with expertise in financial operations, forecasting and organizational governance. Company leaders say he will bring a collaborative approach along with a steady, practical perspective to financial leadership across Optimal Blue.
As CRO, Moreno will lead the company’s unified revenue and client retention function, with a focus on aligning ongoing client success, client acquisition and long-term relationship growth.
“Optimal Blue had a record year in 2025 for both adding new clients and expanding relationships with our existing clients,” Tyrrell said. “As we continue to prioritize our current and future clients’ success across all aspects of our business, Jeremy’s leadership in the CRO function creates a unified team dedicated to this essential function. Jeremy has a track record of focusing on the needs of our clients and driving predictable, long-term growth for Optimal Blue, and he is the right leader to further align our strategies around client retention.”
Moreno has been part of Optimal Blue for more than a decade, most recently serving as vice president of sales, where he led acquisition strategies and supported relationship growth initiatives for lenders and partners nationwide. His experience spans operations, client services, training and retention.