Terry Janeway

EVP & Chief Operating Officer

Allyn Close

Senior Vice President, Sales & Distribution

Hamza Syed

Chief Technology Officer

Steve Hanson

First Vice President, Strategic & Product Development

Jon Hall

Vice President, Marketing

Angel C. Sugleris

Vice President, Human Resources Administration & Facilities

Nasim Ali

Senior Manager

Jose Martinez

Service Center Representative

Leah Hernandez-Georges

Commissions Specialist

Peter Sharpe

Operations Specialist

Russ Childs

Vp, Sales Support

Ron Culverson

SVP Retail Sales & Business Development

Christian Halkias

Director Of Trading Platforms

Michele Kosanke

Assistant Vice President

Michelle C.

VP / Controller

Marcel Rivera Baillargeon

Digital Marketing and Marketing Operations

Ivan Zaragoza

Web Product Manager

Ricardo Martins

AVP IT

Jason Coltrin

Network And Systems Engineer

Micah Bessolo

Web Application Developer

Jen Rossignol

AVP Marketing

Omar Ali

Senior Business Analyst Manager

Jeremiah Gloria

Digital Marketing Coordinator II

Sarah Kate L.

Advisor Marketing Coordinator

Ben Parker

Director Of Corporate Training

Kendra Silverman

Planmember University Sales Traine

Kimberly Globerman

Talent Acquisition Specialist

Kristen Rayner

Human Resources Director

Brandon Hom

Virtual Sales Assistant

Natalie Ross

Director Of Quality Assurance And Training

Daniel Johnson

Compliance Analyst

Janine Captan-Northway

Business Development Specialist

Toby Spach

Business Development Specialist

Daniel Lyons

Financial Services Representative Tier II

Zack Chandler

Financial Services Representative

Amy Wu

Marketing Coordinator

Hayes Hemphill

Tier II Financial Services Representative

Katie Deras

Service Representative

Desi Burrage

Financial Services Representative

Megan Hailer

Assistant Controller

Anthony Cota

Service Representative

Casey Hoops

Investment Analyst

Joseph Chandra

Financial Operations Fulfillment Associate

Darlene Gonzales

Human Resource Generalist II

Austin Ziehl

Associate Member Program - Director of Sales

Jessica Botello

Trading Platforms Operations Manager