Hailin Li, Ph.D., CFA

CEO

Dirk Pearson

Chief Operating Officer

Allen He

VP Of Product Development Operations

David Ott

Data & Product Operations Manager

Kelly Fitzpatrick, CFP®

Senior Product Owner

Ryann R.

Product Owner, Trading & Rebalancing

Joseph Webb

SVP Of Human Capital

Dylan T.

Senior Technical Consultant

Jack Boyle

Client Success Manager

Jeffrey Schmidt

Client Success Manager

Rob Lane

Vice President of Business Development

Clayton Kyle

Inside Sales Team Lead

Eric Wiese

Sales Support Coordinator

Mark Netjes

Evp, Enterprise Sales

Matt Braatz

Senior Vice President | Business Development

Liang Yu

Financial Data Analyst