Jason Wenk

Founder / CEO

Harpreet Ahluwalia

Chief Product Officer

Michelle Shotts

VP, Customer Success

Ryan Wenk

Senior Manager, Workplace & Employee Experience

Ross Labardee

Engineering Manager

Jordan Daniels

Senior Software Engineer

Valerii Iakovlev

Staff Software Engineer

Rachel Brown

Director Of Product And Head Of Product Operations

Andrea Carlson

Training Specialist

Alex Solis

Senior Manager, Financial Crime Prevention

Stephanie Ladjevardi

Director, Talent Acquisition

Julia Kim

Product Design Manager

Adam Grealish

Director of Investment Solutions & GM of Advisory

Emerson Serra

Sr Director Cloud Infrastructure Eng

Aibo Sun

Software Engineer

Dylan M.

Senior Software Engineer

Greg Korenevsky

Staff Software Engineer at Altruist

Sean Janas

Sales Executive

Campbell A.

Head of Brokerage Support

Josh Fanaroff

Executive Assistant to CEO

Katherine S.

VP, People

Nanea Fujiyama

Director, People

Alex Reyes

Senior Reporting Analyst

Gus Chan

Manager, Business Intelligence

Dmytro L.

Staff Frontend Engineer

Clare McKee

Staff Product Manager

Sasha Nagy

Talent Acquisition Partner

Melissa Nakyeyune

Marketing Compliance Associate

Jeffrey Campbell

Advisor Support Representative

Raven A.

Advisor Support Representative

Legend Brandenburg

Senior Software Engineer

Arash Khodavardad

Sales Representative

Devavrat B.

Senior Software Engineer

Daniel Cruwys

Senior Software Development Engineer II

Chris Resnick

Senior Software Engineer

Michele Shi

Senior Product Designer

Volodymyr Topozly

Senior Software Engineer in Test II

Daniel Montero

Mid-Market Sales Consultant, Custodial Solutions

Nadine B.

Senior Engineering Manager

Riley Dent

Advisor Support Representative

Jeremy Cohen

Senior Software Engineer

Jacquelyn Garcia

Advisor Support Lead

Chang Liu

Senior Software Engineer II

Riddhi Shah Tolia

Marketing Operations Manager

Kapil Varala

Senior QA Software Engineer Level II

Aely A.

Senior Software Engineer