Dinh Tran

Account Executive – Professional Services

Tim Merrill

Director – Advisor Relations

Vincent Kwan

Manager – Digital Client Experiences

Marc Lamoureux

Chief Executive Officer

Andrew Chung

Vice President – Product Management

Chris Lamoureux

Chief Operating Officer

Nick Quach

Vice President – Technology

Jason Stargratt

Director – Solution Directory

Jonah Cohn

Director of Finance

Shereen Mohammed

Marketing Manager

Tyson Kingsbury

Creative Director

Jordan Young

Relationship Manager

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