Driving growth & better client outcomes

Kathleen Alcorn

Chief Marketing Officer

Kristen Bell

Head of Compliance & Regulatory Affairs

Amy DeTolla

Chief Experience Officer

Samuel Jack

Vice President, Strategy & Operations

Daniel Rickard

Director, Strategic Initiatives

Luke Robinson

Senior Associate, Strategy & Operations

Jordan Rosen

Director of Marketing

John Stelley

Chief Compliance Officer

Andrew Waldren

General Manager

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