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Team235
NameLocationLinksContact
Brian Bourque
Chief Marketing Officer
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Dave Jones
Chief Financial Officer
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Meghan Lapides
Chief People Officer
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Michael Carvin
Founder
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Peter Silvio
CTO
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Belkis Colón
VP
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Bryan Vivona
Vice President
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James Kennedy
Vice President
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Jared Del Prete
VP Performance Marketing
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Jason Baron
VP
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John Sorrell
Vice President Of Business Development
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Luca Pernie
VP Of Data Science
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Mark Spector
Vp
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Mihir Apte
Sr Vice President
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Nora Droste
Vp
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Roopesh Varier
VP
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Benjamin Kline
Sales Director
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Bernard Nguyen
Sr Director
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Brendan Brown
Director Of Advisor Experience
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Brett Traiger
Sales Director
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Brian Kincade
Director of Product Management
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Bridget Burgermeister
Director Of Growth
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Brittany Pennington
Senior Director Of Sales
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Brittney Oberrender
Director of Product Management
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Darrian Mendivil
Director
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Denisha Freeman
Director Of Accounting
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Durgesh Sukhtankar
Sr Director Of Engineering
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Edward C McTernan
Chief Of Staff
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Ellie Nave
Director
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Gilbert Villegas
Director Of IT
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Hunter Wright
Director Of Advisor Experience
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Jaclyn DeJohn
Director
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James Fason
Director of Engineering
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Jay Ebert
Director of Demand Generation
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Julia Pierce
Director Of Product Management
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Laurie Williams
Compliance Director
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Luke Harary
Senior Director
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Matt Wiley
Senior Director
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Mike Goldstein
Director Sales
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Neil Kumar
Director of Financial Advisor Partnerships
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Nick Nieporte
Sales Director
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Rafael Oliveras
Director-Digital Wealth
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Stephanie Sarikaya
Director
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Tim McCabe
Director
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Brian Nader
Senior Engineering Manager
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Dan Dolinsky
IT Manager
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David Law
Senior Manager
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Gaurav Gohil
Sr Data Engineering Manager
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Jennifer Evans
Sr Product Manager
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Mahesh Chandrra
Senior Machine Learning Engineer
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