Agreement Express

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Agreement Express is the leading client onboarding automation provider for financial services. The platform allows wealth management and payments companies to deliver a consistent customer application, approval, and onboarding experience across their product offerings & channels.

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David O'Brien
Chief Executive Officer

David O'Brien

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Carmen Ballard
VP, Customer Success
Kristy Maurice
VP, Operations
Steven Chung
Director, Product Management
Carmen Thoms
Vice President of Customer Success
Darryl Cumming
Director of Product Management
Kristy Hissa
Vice President, Operations
Finlay Charles-Lundaahl
Intermediate Software Developer
Jaskiran Bhattal
Senior Software Developer
Kieran Harrison
Staff Software Engineer
Rebecca Fu
Intermediate Software Developer
Stephanie Sjostrom
Compliance and Program Manager - Engineering
Angela L.
Project Manager
Ann-Marie Griffith
Project Manager
Brandon Yttri
Enterprise Account Executive - Payments
Catherine Melo
Client Success Manager
Matthew Chung, PMP
Project Manager
Puneet Goomar
Senior Business Analyst