Org chart
Tony Jaros
CEO
Tony Jaros
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Diana Kudajarova
VP, Operations
Jonathan Boyle
VP of Product
Morgan Costello
Director, Advisor Operations
Virginia Wetmore
Director Of Customer Success
Kayla Gillin
Sales Director
Sabriye Gill
Sales Director
Carina Smyth
Project Consultant
Kevin Ray
Research Analyst
🧗 Andrew Mahr
Chief Revenue Officer (cro)
