The Leadership Team at ´¡»å±¹¾±²õ´Ç°ù360° is responsible for setting the strategic direction and vision for the company, driving innovation in wealth management solutions, and ensuring operational excellence across all departments. Comprising executives from product development, engineering, client services, data analytics, and operations, this team collaborates to enhance the platform's capabilities, safeguard client information, and optimize customer experiences, ultimately supporting Financial Advisors in running their businesses effectively.
Alex Cunningham
SVP & Chief Information Securi...
Darren Tedesco
President
Eric Esfahanian
VP, Enterprise Sales
Gilad Sade
SVP, Engineering
Jeff Schwantz
CRO
Lenny Vernovsky
VP, Client Onboarding
Mat Mathews
Chief Product and Engineering ...
Michele Doyle
VP, Enterprise Data & Analytic...
Suzanne Bohs
VP, Product Management
Thomas Lux
Chief Financial Officer
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