Org chart
Phil Gothe
President & Lead Executive Officer
Phil Gothe
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Kate Baillie
VP, Marketing & Communications
Wesley Ma
VP, Finance
Kate Parker
VP, People
Derek E. Patterson
VP, Regulatory Leadership & Corporate Secretary
Claudio Pini
VP, Business Transformation & Technology
Abraham Van Poortvliet
VP, Data Analytics & Decision Science
Lisa Prescott
VP, Operation
Rachel Chan
Executive Assistant, VP Marketing & Communications
Patricia Wu
Executive Assistant, VP Data Analytics & Decision Science And VP Business Transformation &technology
Kimberley Fenwick
Director, Legal, Privacy And System Risk
Wesley Ma Cpa, Ca, Icd.d
Vice President, Finance
Janice Lee
Director Of Product, Market Leadership And Engagement
Brad Bice
Director, Client Experience
Rob Sims
Director, Client Experience
David Nguyen
Payroll & Expense Coordinator
