Michelle Santos

Regional Director

Sanchita Gargya

Head of User Experience Strategy and Design, Core Journeys

Sanni Kommoju

Cyber Security Vulnerability Specialist

Robbie Meintzer

Senior Risk Specialist

Viswas A.

IT Delivery Manager

Kevin Travis

Data Reporting Specialist

Matthew Miller

Business Project Manager

Brian Concannon

Head of Digital Advisor and Mass Affluent Advice

Yi Liu

Financial Advisor

Michael Ono

Data Reporting/AI Specialist - Executive Complaint Services

Rajender Kanchumarthi

Senior DevOps Engineer

Jim Silvano

Senior Financial Planner

Ashwin Chadaga

Product Manager

Jared Rosenau

Product Strategist

Alexandria Tuman

Accounting and Reporting Lead

Jithin Thomas

Client Representative Associate

Archie Lavania

Product Manager

Edmund Banas

Product Owner

Bola Onayemi

Portfolio Implementation Associate

Erika A

Analyst

Shari Morelli

High Net Worth Relationship Manager, Specialist

Tessa McNulty

Team Lead

Hal Eaton

Client Success Executive

Jennifer Lavin

Project Manager

Noah Clifton

Senior Internal Sales Consultant

Deb Heinsey

Client Experience Owner

Xiaoyan Shen

Application Engineer

Brian L.

Team Lead - Investment Services

Morgan Allen

UX Content Strategist

George Pastino

Financial Advisor

Kristen Cortez

Financial Advisor Manager, Personal Advice

Kelly Zanto

Financial Advisor, Senior Associate

Makenzie McGonigle

Corporate Trainer

Jack Weir

Internal Sales Consultant

Ahjanae Christian

Strategic Equity Investment Risk Analyst

Alek Korzeniowski

Business Project Manager - Community Stewardship Strategic Enablement

Ramanna Voruganti

Technical Lead

Francis Harkins

Forecasting Analytics Engineer

David Shew

Client Representative, Associate

Sienna Zittle

Senior Associate, Emerging Leadership Development Program

Mary Gibson

Manager Data Engineering

Michael Reger

Head of Global Investment Data Management

Michael Hoban

Organizational Strategy Consultant

Thomas Bartolacci

Senior Fixed Income Portfolio Manager

Rachel Kiesel

Partnership Specialist, Consultant Engagement Group

Connor Weikert

Outreach Sales Manager

Ted Liljestrand

Senior Manager of UX Strategy, CXD Labs

Dhruthi K

Developer

Kate Monahan

Client Marketing Manager

Ryan Roller

Application Engineer - III