Trevor Baldwin

CEO & Director

Dan Galbraith

President, The Baldwin Group and CEO of Retail Brokerage Operations

Brad Hale

CFO

Raj Kalahasthi

Chief Digital & Information Officer

Corbyn Lichon

Chief Accounting Officer

Seth Cohen

General Counsel & Corporate Secretary

Kelly Nash

President of Middle Market Client Experience & Go-to-Market Strategy

Ryan Shinkle

President of Middle Market Business Development

Jeff Hughes

Regional President, BKS Partners

Kadi Derby

Benefits Manager

Patrick Kerby

National Director, Risk Mitigation Services

Samuel Molina

Finance Transformation Manager

Nicholas Puschnig

Senior Accountant

Nicholas Williams

Accounting Manager

Joanne Mohr

Insurance Manager

Deborah M.

Senior Accountant

John Wang

Principal Data Scientist

Edward Kench

Senior Data Architect

Christopher Reiner

Lead Software Developer

Carter Krone

Sr. Project Manager (pmo)

Stephen McCreary

Senior System Administrator

David Bowman

Security Operations Lead

Drew Gloss

Senior UX / UI Designer

Josh Harn

Director, Data Products

Elise McNeely

HR Projects And Analytics Manager

George Goodman

Business Intelligence Manager

Jo Dragotta

Sr. Project Manager

Maxwell Miller

Financial Systems Manager

Sj Killian

Finance Manager

Katelyn Marconi

Senior Accountant

Lisa Winkler

Accounting Manager

Joanne Potzko

Accounting Manager

Jennifer Wilkins

Sr. Executive Administrator

Nicole Scarano

Senior Executive Administrator

Frank Casano

Executive Director, Enterprise Business Transformation

John McManus

Director Of Sales, CRMG

Kelly M.

Senior Director Strategic Talent

Kent Lightner

Executive Director Of Strategic Operations

Rachel Crozier

Director Of Payroll

Angela Diller

Benefits Consultant