Org chart
Patrick O'Boyle
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Jon Anderson
Chief Financial Officer
Eric Kaufman
Chief Revenue Officer
Michelle Sullivan
Chief Compliance Officer
Steve Morss
Chief of Cash Operations
Steve Coleman
General Counsel
Aaron Wingert
VP of Technology
Dan Henry
Co-Founder, Chairman
Gordon Archer
Relationship Manager
Jordan Ryker Daniel
Manager Of Client Services
Taylor Price
Manager Of Customer Success
John Sprague, MBA
Customer Success
Christopher Rush
BSA/AML Compliance
Ashley Ray
Sales/revenue Operations And Enablement & Hubspot Admin
Eugene Guilaran
Software Engineer
Mark D'Arensbourg
Senior Engineer
