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.

Software

Agreement Express

David O'Brien

Puneet Goomar

Matthew Chung, PMP

Catherine Melo

Brandon Yttri

Ann-Marie Griffith

Angela L.

Stephanie Sjostrom

Rebecca Fu

Kieran Harrison

Jaskiran Bhattal

Finlay Charles-Lundaahl

Kristy Hissa

Darryl Cumming

Carmen Ballard

Michael Winters

Kristy Maurice

Steven Chung

The executive team at Agreement Express has a history of working in various compliance and technology-related industries. VP of Engineering, CTO, and IT Manager are all positions that the team has experience in. They also have a wide range of educational backgrounds, from computer information systems to marketing. This experience and education gives the team a well-rounded perspective when it comes to developing software solutions.

CEO and Executive Team

Leadership Team

CEO and Executive Team

About

Team members

Other teams at Agreement Express

Leadership Team