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Vanilla

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Vanilla is an estate planning platform that allows advisors to unlock new value for clients and prospects alike, no expertise required.

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Gene Farrell

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Steve Lockshin
Founder & Non-executive Chairman
Amjad Hussain
Chief Technology Officer
Jim Sinai
Chief Marketing Officer
Karen Nachbar
General Counsel
Robin Melnick
SVP, Revenue
Sandy Kovalak
Executive Assistant to President & CEO
Nikkole Shamsuddin
SVP Customer Experience
Sam Trapkin
VP Of Strategy, GM Of Document Builder
Christin Cole
Vice President Human Resources
Kamian Jensen
People Operations Specialist
Nathan Hunt
Chief Financial Officer
Travis Forbes, CPA
Director Of Finance & Accounting