Anders Jones
CEO
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Chris Hufman
COO & CCO
Paul Martin
CTO
Lisa Rapuano
Chief Investment Officer
Harry Kirkpatrick
Chief Revenue Officer
Brent Weiss
Chief Evangelist
JoDee Fields
Chief of Staff
Benjamin Bryer
VP of Business Operations
Randi Charles
Head of Marketing
Tim Jones
Client Transition Manager
Jacob Kent
Director of Partnerships
Mayra Cardoso
Head of Client Experience
Board & Advisors
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