We lead with gratitude

Serving our customers, employees, shareholders, and the industry
Sanjeev-malaney

Sanjeev Malaney

Founder & CEO

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Jim Obsitnik

Chief Operating Officer

mark-gordon-headshot-400

Mark Gordon

Senior Vice President, Sales

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Ginger Wilcox

Senior Vice President, Marketing

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Barbara Competello

Senior Vice President,      Services & Support

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David Chen

Vice President, Finance & Administration

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Mike Jepsen

Vice President, Operations

Steve-Viarengo

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

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