We lead with gratitude
Serving our customers, employees, shareholders, and the industry
Sanjeev Malaney
Founder & CEO
Jim Obsitnik
Chief Operating Officer
Mark Gordon
Senior Vice President, Sales
Ginger Wilcox
Senior Vice President, Marketing
Barbara Competello
Senior Vice President, Services & Support
David Chen
Vice President, Finance & Administration
Mike Jepsen
Vice President, Operations
Steve Viarengo
Senior Vice President, Products
Board Of Directors
Romir Bosu
Founder & CEO
Nadavon Capital Partners, Inc.
Jason Brein
Principal
Francisco Partners
Sanjeev Malaney
CEO
Capsilon Corporation
Salil Pitroda
Senior Advisor
Francisco Partners
Sara Recktenwald
Retired Partner
Goldman, Sachs & Co.
Anil Arora (Advisor)
CEO, Envestnet | Yodlee
Vice Chairman, Envestnet
