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
Eric Johannsen
Chief Technology Officer
Gordon Archer
Relationship Manager
Jeffrey Newman
Interim General Counsel
Jordan Ryker Daniel
Manager Of Client Services
Jesse Osborne
Client Success Manager
Taylor Price
Manager Of Customer Success
John Sprague, MBA
Customer Success
Christopher Rush
BSA/AML Compliance
Stephen Masseur
Head of E-Commerce and Delivery
