WHO WE AREOur People

Experienced operators who understand the intricacies of the industry's challenges and opportunities.

Meet Our Team

Hillary Ambrose
Hillary Ambrose

MANAGING DIRECTOR, ADVISOR CONSULTANT

Brandon Balazi
Brandon Balazi

ADVISOR CONSULTANT

Andrew Berger
Andrew Berger

PLATFORM RELATIONSHIPS

Rob Britt
Rob Britt

SENIOR PRODUCT MANAGER

Steve Bohn
Steve Bohn

ADVISOR CONSULTANT

Grace Butz
Grace Butz

SENIOR BUSINESS ANALYST

Maureen Byrne
Maureen Byrne

SENIOR INVESTMENT PRODUCT MARKETING DIRECTOR

Shane Carmody
Shane Carmody

Platform Relationships

Darren Cde Baca
Darren Cde Baca

HEAD OF SALES TRAINING & DEVELOPMENT

Erica Dostoler
Erica Dostoler

HEAD OF MARKETING

John Feeley
John Feeley

MANAGING DIRECTOR, ADVISOR CONSULTANT

Fred Habeck
Fred Habeck

ADVISOR CONSULTANT

Mark Hartman
Mark Hartman

ADVISOR CONSULTANT

Russell Heulitt
Russell Heulitt

SENIOR DIRECTOR, ADVISOR CONSULTANT

Adam Kessel
Adam Kessel

CHIEF OPERATING OFFICER

Brian MacDonald
Brian MacDonald

HEAD OF FRANCHISE SOLUTIONS

Monir Maher
Monir Maher

PLATFORM RELATIONSHIPS

Scott Mansfield
Scott Mansfield

ADVISOR CONSULTANT

Vaishali Menon
Vaishali Menon

MARKETING ANALYST

Richard Miller
Richard Miller

SENIOR INVESTMENT PRODUCT MARKETING DIRECTOR

Brian Moran
Brian Moran

CEO AND FOUNDER

Leandro Moreno
Leandro Moreno

SENIOR SOLUTIONS ANALYST

Eric Nastri
Eric Nastri

MANAGING DIRECTOR, PLATFORM RELATIONSHIPS

Matt Novello
Matt Novello

HEAD OF FLX MEDIA

Raunak Padore
Raunak Padore

DATA BUSINESS ASSOCIATE

Jay Ramey
Jay Ramey

SOLUTIONS DIRECTOR

Andy Reid
Andy Reid

CHIEF FINANCIAL OFFICER

Jake Sandberg
Jake Sandberg

ADVISOR CONSULTANT

Brett Schechterman
Brett Schechterman

CHIEF INFORMATION OFFICER

Dustin Schneider
Dustin Schneider

ADVISOR CONSULTANT

Dody Schroth
Dody Schroth

MARKETING DIRECTOR

Zach Shaffer
Zach Shaffer

SENIOR BUSINESS ASSOCIATE

Eric Sheikowitz
Eric Sheikowitz

CO-HEAD OF FLX BUSINESS ACCELERATOR

Michael Silver
Michael Silver

CO-HEAD OF FLX BUSINESS ACCELERATOR

Mark Spina
Mark Spina

PRESIDENT & CRO

Mike Sullivan
Mike Sullivan

SOLUTIONS DIRECTOR

Joseph Tramazzo
Joseph Tramazzo

ADVISOR CONSULTANT

Carly Withee
Carly Withee

OFFICE ASSOCIATE

Michelle Yang
Michelle Yang

MARKETING ANALYST