Jesse Burgess

CEO

Mark McKee

President & COO

Jordan Perry

Director, Compliance

Brandon Fouts

Vice President of Engineering

George Montalvo, MBA

Vice President, Client Success

Jessica Arias

VP of People & Culture

Lee Lis

Chief of Staff

Milton Perry

Director of ACH Services

Patrick Beahm

VP of Product

James Kunkemoeller

Vice President of Operations

Alissa H.

Sr. Marketing Coordinator

Ayannah Augustine

Senior Sales And Marketing Operations Analyst

Jon Davis

Senior Content Marketing Manager

Nicholas Will

Senior Web Developer

Paras Shah

Head Of Infrastructure And Platform Engineering

Pamela Hart

Sr Onboarding Coordinator

Monica Hogan Thysell

Sr. Director, Product Marketing

Mark Westcott

Director, Financial Operations

Abraham C.

Benefits Administrator

Austin Burnett

Senior Financial Operations Manager

Brendan Chase

Account Executive

Cheryl Mines

Senior Tax Manager - Advanced Support

Daniel Folkes

Tax Operations Analyst

Devon Baylor

Client Experience Specialist

Felicia Shy, MBA, FPC

Client Success Manager

Jessica Counts

Tax Operations Manager

Lauren Herren

Senior Manager Of Onboarding

Matthew Sanford

Director Of Escrow Audit

Peony Park

Director Of Partner Success

Theodore W. Lowe III

Sr. Client Experience Manager

Danni Wolcott

Product Owner

Analy Lobaton, MBA

Staff Accountant

Scott Jones, CPA

Director Of Accounting

Caroline Brown White

Tax Specialist - Tax and Compliance

Megan Perkins, CSPO, CRC

Product Owner

Rosalie Sanchez

Business Analyst

Jordan Perry, CPP, CSPO

Senior Product Specialist

Celina C.

Tax Operations Analyst

Claire Sosnow

Partner Sales Consultant

Emily Brantley

Onboarding Coordinator

Christopher Smith

Senior Software Engineer

Hayley Moore, MBA

Financial Risk Manager

Liam Quinn

Risk Analyst

Bobby Stoskopf

Information Security Director