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Yoav Zurel

Co-Founder & CEO

Ani Nagendra

Chief Financial Officer

Margaret Owensby

Senior Technical Account Manager

David Goldman

Chief Business Officer

Kevin Sanford

Senior Director - Partner Engagement

Abi Smith

Senior Manager - Partner Engagement Team

Alex Heinritz

Manager, Internal Sales

Alex Long

Strategic Account Executive

Andrew Vogel

Mid-Market Account Executive

Ava McGregor

Defined Contribution Relationship Consultant

Cameron de Oliveira

Partner Engagement Manager

Drew Parker

Senior Account Executive, Mid-market

Elinor (Ellie) Gibney

Partner Engagement Manager

Ethan Berkery

ASM Team Lead, Pontera

James Vaughan IV

Senior Partner Engagement Manager

Jay Jung Jr.

Strategic Relationship Manager

Kevin Werner

Sr. Strategic Relationship Manager

Michael Fahie

Partner Engagement Manager

Elizabeth Clemens

Senior Manager, Partner Engagement Team

Yasmine Kacha

Senior Manager of Strategic Partnerships

Lenny Lewis

Marketing Manager

Vicki Roan

Chief People Officer

Jitty Synn

Revenue Operations Analyst

Lenny L.

Marketing Manager

Shelby Bakker, MBA

Strategic Accounts Associate

Serena Sarch

Senior Manager, Partner Marketing

Ian Brown

Senior Sales Enablement Manager

Leia C.

Senior Associate Graphic Designer

Jared Welker

Strategic Relationship Team

Kelsey Custer

Business Systems Manager

Antoine Hug

Sales Director

Ali Jawin

Chief Marketing Officer

Minahal Shahid

Account Manager

Senior Marketing Operations Manager

Vacant position

Implementation Specialist

Vacant position

Senior Data Analyst

Vacant position