Mitch Leidner

Chief Financial Officer

Christina Parker

Partner, General Counsel

Erin McCann

EVP, Corporate Development

Denielle Webb

Executive Vice President, Partner

Gregory E. Nemec

Partner

Greg A. Nemec

Partner

Doug Mishkin

Partner

Jared Margolies

Director, Compliance

Manish Bhatt

Executive Vice President - Technology

Owen Blake

Analyst

Anthony Rossi

Sr. Cybersecurity Analyst

Kyle Lauture

Jr. Business Intelligence Analyst

Katelyn Erchick

Partner

Christina DeRosa

Business Analyst

Mario Arenas

Technology Architect | Partner

Lilia Franzblau

Director, Commissions and Data

Guilherme Ehrat Zils

Business Analyst

Prateek Kapoor

Sr. Full Stack Developer

Jennifer Fittipaldi

Senior Director of CRM & Loyalty

Ryan Breheney

Financial Planning Consultant

Kevin Gallo

Senior Software Development Engineer

Kendra Dilaver

Manager, HR Recruiting

Vanessa Samonte

Financial Planning Consultant