Org chart
Jason Freeland
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Adam Fox
CFO
Daniel Perini
General Counsel & VP of Human Resources
Isaac Abecassis
VP of Technology
Steve Anderson
VP, Analytics
Cassie Jenkins
VP, Marketing
Selin Atagul
Senior Director of Product Management
Troy Dechellis
Director of Marketing, Acquisition
Jason Erickson
Director of Advisor Services
Jeffrey Flach
Director of Customer Operations
Mayank Dhungana
Director of Business Intelligence & Analytics
Jim Fredrickson
Director, Business Operations & Strategy
Mak Dhungana
Director of Business Intelligence & Analytics
Cheri Ovayan
Senior Manager of Data Management
Allison Acoba
Digital Graphic Design Manager
Aj Hernandez
Merchant Processing & Fraud Prevention Manager
David Murphy
Manager of Infrastructure Operations
Amanda Hinesley
Marketing Manager, Acquisition
Gio Morales
Operations Support Manager
Montana Fenske
Junior Project Manager
Lynda Coe
Junior Project Manager
Kim Forte
Executive Assistant
Dominique Honeycutt
Technology Operations Analyst
Jonathan Perez
Senior Support Coordinator
