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
Aaron Ranka
Chief Revenue Officer
Dan Henry
Co-Founder, Chairman
Eric Johannsen
Chief Technology Officer
Gordon Archer
Relationship Manager
Jenna Romo
Director of Marketing
Seamus Mosher
Director Of Implementation
Jeffrey Newman
Interim General Counsel
Jesse Weinberger
Head Of Product Compliance
Stuart Nolton
Technical Support Manager
Katherine Sorenson
Senior Customer Success Account Manager
Jordan Ryker Daniel
Manager Of Client Services
Jesse Osborne
Client Success Manager
Taylor Price
Manager Of Customer Success
Stacy Berislavich-Mitchell
Onboarding and Training Manager
Henry Q Vines
Customer Service Manager
John Sprague, MBA
Customer Success
