Business Development & Marketing

Nick Betit

VP, Growth & CX Analytics

Mayra Cardoso

Head of Client Experience

Jimmy Ellis

Sr. Director of Growth Marketing

Samantha Gardner

Senior Client Relationship Manager

Hugh Herlin

Client Experience Manager

Amy Johnson

CRM Marketing Manager

Tim Jones

Client Transition Manager

Sung Lee

Director of Acquisition Marketing

Katie Masters

Senior CRM Manager

Alex Rector

Senior CRM Marketing Manager

Courtney Sant

SEO Manager

David Sattler

Content Specialist

Liz Shader

Director of Growth Marketing

Leigh Anna Sodac

Director of Marketing

Molly Wolfe

Senior Manager, Growth Marketing and Paid Partnerships

Engineering & Data

Christina Arick

Business Analyst

Tim Cox

Sr. DevOps Engineer

Lenis David

Salesforce Engineer

Chandler Dibble

Full Stack Engineer

Joseph DiGregorio

Full Stack Engineer

Ryan Faulhaber

Lead Salesforce Engineer

JoDee Fields

Head of Revenue Operations

Alex Hernandez

Application Support Engineer

Davis Donald Hesler

Full Stack Engineer

Matt Holdefer

Development Manager

Alex Krupey

Business Enablement Manager

Ben Lande

Director of Engineering

Taylor Letterman

Lead Growth Engineer

Matt Loppatto

Senior Full Stack Engineer

David Melsbakas

Director, Salesforce Administration

Kevin Miller

Development Manager

Sam Milligan

Full Stack Engineer

Cal Moody

Full Stack Engineer

Megan Perry

Marketing Analytics Manager

Luis Piñeros

Full Stack Engineer

Blake Pucsek

Development Manager

Chris Roundtree

Contact Center Analyst

Manik Singh

Full Stack Engineer

Susan Song

Full Stack Engineer

Paul Stasiuk

Director of Cybersecurity

Andrew Stewart

Development Manager

Brock Stone

Front-End Engineer

Steve Toro

Full Stack Engineer

Jason Valenzuela

Full Stack Engineer

Finance

Benjamin Bryer

V.P. of Business Operations

Anthony Coletto

Manager of Decision Support

Courtney Davis

Senior Accountant

Lauren DeMarzo

Chief of Staff to the CFO

Anthony Egan

Accounting Manager

Andy Horst

Controller

Darshan Patel

Head of Financial Planning & Analysis

Diana Winger

Sr. Data Engineer

Operations & Human Resources

Corbin Barnett

Investment Operations Specialist

Claire Benson

Recruiting Coordinator

Kaitlyn Cabrera

Manager of Talent Process and Culture

Ivan Carerro

Trading Operations Specialist

Amy Cody

Administrative Assistant

Taylor Cohn

Executive Administrative Assistant, Marketing & Social Media

Katherine Erin Deprey

Investment Operations Specialist

Grace Falvey

People Operations Specialist

Tom Graff

Head of Investments

Emily Grigg

Trading Operations Specialist

Marcel Haynos

Salesforce Administrator

Tim Herrmann

Director, Trading Operations

Jacob Kent

Director of Partnerships

Jen Lackmann

Senior Director of People

Parker Manson

Investment Operations Specialist

Eric Masch, CFP®

Investment Operations Specialist

Jocelyn McNair

Paralegal

Will Miller

Investment Operations Specialist

Andrew Neville

Estate Planning Specialist

Rayan Oueini

Investment Operations Manager

Danielle Reitz

Risk Management Specialist

Claudia Rosenbaum

Trading Operations Specialist

Nadia Rullo

Investment Operations Specialist

Tyler Schroeder, CFP®

Director of Strategic Initiatives

Jamie Sherr

Compliance Analyst

Afton Smead

Investment Operations Specialist

Rich Soto

Call Center Sales Manager

Maria Sparr

Trading Operations Specialist

Elizabeth Strock

Executive Administrative Assistant

Luke Sugrue

Trading Operations Specialist

Katrina Sullivan-Matt

Trading Operations Specialist

Becky Thompson

Paralegal

Product

John Berardi

Product Manager

Dan Dingus

Head of UX & Design

Joe Ghinazzi

Product Manager

Kim Johnson

Product Owner

Jason McIlwain

Designer

The Pack

Gambit

Head of Strategic Vision

Moo

Chief Barketing Officer