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Business Development & Marketing
Haley Adam
Channel Marketing Specialist
Andy Barton
Head of Sales
David Sattler
Content Specialist
Liz Shader
Director of Growth Marketing
Engineering & Data
Christina Arick
Business Enablement Analyst
Brian Cannon
Data Analyst
Lenis David
Growth Engineer
Chandler Dibble
Software Engineer
Moein Eshfagh
Data Analyst
Ryan Faulhaber
Full Stack Engineer
JoDee Fields
Head of Business Enablement
Davis Donald Hesler
Full Stack Engineer
Matt Loppatto
Senior Software Engineer
David Melsbakas
Director of Sales Enablement
Kevin Miller
Engineering Team Lead
Cal Moody
Full Stack Engineer
Matthew Morrison
Data Analyst
Megan Perry
Data Analyst
Luis Piñeros
Full Stack Engineer
Blake Pucsek
Engineering Team Lead
Susan Song
Full Stack Engineer
Andrew Stewart
Engineering Team Lead
Brock Stone
Front-End Engineer
Jason Valenzuela
Full Stack Engineer
Finance
Anthony Coletto
Finance Manager
Courtney Davis
Senior Accountant
Lauren DeMarzo
Director of Finance
Anthony Egan
Accounting Manager
Operations & Human Resources
Corbin Barnett
Investment Operations Specialist
Claire Benson
Recruitment Coordinator
Kaitlyn Cabrera
Recruiter
Ivan Carerro
Investment Ops Specialist
Julia Chrisopoulos
Human Resource Generalist
Amy Cody
Administrative Assistant
Alexandria Davis
Investment Operations Specialist
Katherine Erin Deprey
Investment Operations Specialist
Allyson Eslinger
Investment Operations Specialist
Grace Falvey
Human Resources Coordinator
Emily Grigg
Investment Operations Specialist
Alex Hernandez
Investment Operations Specialist
Tim Herrmann
Director, Trading Operations
Jen Lackmann
Director of Human Resources
Parker Manson
Investment Operations Specialist
Will Miller
Investment Operations Specialist
Andrew Neville
Estate Planning Specialist
Rayan Oueini
Investment Operations Team Lead
Kelsey Reed
Recruiter
Nadia Rullo
Investment Operations Specialist
Claudia Rosenbaum
Investment Operations Specialist
Tyler Schroeder, CFP®
Director of Strategic Initiatives
Jamie Sherr
Compliance Analyst
Afton Smead
Investment Operations Specialist
Rich Soto
Call Center Sales Manager
Maria Sparr
Investment Operations Specialist
Elizabeth Strock
Executive Administrative Assistant
Luke Sugrue
Investment Operations Specialist
Katrina Sullivan-Matt
Investment Operations Specialist
Kerri Townsend
Recruiting Coordinator
Product
John Berardi
Product Manager
Dan Dingus
Head of UX & Design
Kim Johnson
Product Owner
Jason McIlwan
Designer
The Pack
Gambit
Head of Strategic Vision
