Meet the
Leadership Team

Tim Bonacci

Chief Executive Officer

Natalie Bah

Head of Data and Operations

Brady Beals

Managing Director, Head of Investment Solutions

Jay Charles

Managing Director, Head of Insurance Products

Andrew Chen

Managing Director, Platform Engineering

Bob Jenkins

Chief Financial Officer

Josh Lane

Head of Information Security

Gim Lau

Chief Operating Officer

João Monteiro

Head of Partner Integrations

Donald Pogan

Chief Product Officer

Rafael Salvatierra

Managing Director, Head of Americas

Jeff Schwantz

Chief Growth Officer

Josh Shavers

Head of Cloud Infrastructure

David Wood

Managing Director, International Business

Tara York

Global Head of Digital Strategy

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