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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
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
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
The Pack
Gambit
Head of Strategic Vision
