Delivering Experience as a Service

    Advisor Experience

    Max Camp Follow me on LinkedIn

    Director, Advisor Experience

    Amit Dogra Follow me on LinkedIn

    President & Chief Innovation Officer

    Jen Flickinger Follow me on LinkedIn

    Director, Advisor Experience

    Craig Butler Follow me on LinkedIn

    Chief Growth Officer

    Operations

    Doug Nichols Follow me on LinkedIn

    Chief Operating Officer

    Jason Lawton Follow me on LinkedIn

    Director of Operations

    Tami Martin Follow me on LinkedIn

    Managing Director, Implementation and Billing

    Lauren Neiheisel Follow me on LinkedIn

    Manager, Advisor Experience
    West

    Omar Castro Follow me on LinkedIn

    Manager, Advisor Experience
    Central

    Erika Demetriou Follow me on LinkedIn

    Manager, Advisor Experience
    East

    Thomas Boone Follow me on LinkedIn

    Analyst, Advisor Experience
    West

    Martina Carter

    Analyst, Advisor Experience
    Central

    Shiv Patel Follow me on LinkedIn

    Analyst, Advisor Experience
    East

    Kaylyn Campbell Follow me on LinkedIn

    Analyst, Advisor Experience
    West

    Ari Danelian Follow me on LinkedIn

    Analyst III, Advisor Experience
    Central

    Celeste Pritchett Follow me on LinkedIn

    Billing Analyst

    Hannah Handgis Follow me on LinkedIn

    Billing Analyst

    Compliance

    Stacy Sizemore Follow me on LinkedIn

    Chief Compliance Officer

    Michelle Eldridge Follow me on LinkedIn

    Sr. Compliance Officer
    Central

    Chris Plummer Follow me on LinkedIn

    Sr. Compliance Officer
    East

    Terry Warren Follow me on LinkedIn

    Compliance Officer

    IT Support

    Paul Dalton Follow me on LinkedIn

    Chief Technology Officer

    Robyn Re

    Technical Support Associate

    Tyler Freebery Follow me on LinkedIn

    Technical Support Associate

    Accounting, HR & Payroll

    Jamie Sullivan Follow me on LinkedIn

    Chief Financial Officer

    Josh Raab Follow me on LinkedIn

    Accounting Manager

    Allison D'Angelo Follow me on LinkedIn

    Manager, HR and Payroll