Human Interest
Parker Smith
Data Analytics Manager
Parks Settle
Account Executive
Patrick Lowney
Talent Acquisition Specialist
Patrick Mc Neil
Senior Revenue Operations Analyst
Paul Gerling
Senior Business Development Associate Financial Partnerships
Paul L. Valdez
Senior Client Relationship Manager
Paul Matthew Jaworski
Senior Growth Engineer
Paul Villanueva
Regional Director Of Financial Advisor Channel
Priscilla Acosta
Operations Associate Ii
Rachel Campbell
Workforce Manager
Rae Craig, MBA
Director, Financial Operations
Rakesh Mahajan
Chief Revenue Officer (CRO)