Company | Team

  • Leadership

    john-rourke

    John Rourke

    CEO & Cofounder

    dan-ferranti

    Dan Ferranti

    CTO & Cofounder

    Jeff Mello

    President & CFO

    Shawn Preisler

    Shawn Preisler

    Senior Vice President of Revenue

    Erin Bickford

    Erin Bickford

    Vice President of Marketing

    Jomin Bishop, VP of Sales at Wealthbox

    Jomin Bishop

    Vice President of Sales

    Steve Carroll

    Steve Carroll

    Head of Product

    Amber Foreman

    Amber Foreman

    Head of Customer Success

    Mike Leone

    Mike Leone

    Head of Engineering

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