Vanilla

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Vanilla is an estate planning platform that allows advisors to unlock new value for clients and prospects alike, no expertise required.

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Gene Farrell

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Steve Lockshin
Founder & Non-executive Chairman
Jim Sinai
Chief Marketing Officer
Karen Nachbar
General Counsel
Robin Melnick
SVP, Revenue
Sandy Kovalak
Executive Assistant to President & CEO
Nikkole Shamsuddin
SVP Customer Experience
Sam Trapkin
VP Of Strategy, GM Of Document Builder
Aimee Slade
Head Of Business Operations
Travis Forbes, CPA
Director Of Finance & Accounting