Jim Marks

President and CEO

Greig Carruthers

Director of Client Success

Brittany von Czoernig

VP, Sales

Alan Dong

Developer

Antony Joffe

Founder & Board Member

Carter Field

Customer Success

Jacob Marks

Customer Success Specialist

Perpetue Etienne-Charles

Customer Success Analyst

Uma D.

Salesforce Administrator

Paige Ditzler

Customer Success Salesforce Admin

Jordan Santoli

Developer

Anna Sweeny

Operations Manager

Steven Engle

VP of Sales

Holly Flanagan

Board of Directors, WealthHub Solutions

Gyan Bains

Software Developer