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Nick Pasquarosa
Chief Executive Officer
Terry Rubenfeld
Chief Operating Officer
Steven Muller
Vice President of Sales
Nick Pasquarosa
Chief Executive Officer
Terry Rubenfeld
Chief Operating Officer
Steven Muller
Vice President of Sales
Michael Manning
Director of Advisory Services
Dave Bornt
Director of Onboarding
Ryan Anvari
Director of Tax and Business Services
Spencer Markowski
Director of Engineering
Jackie David
Advisory, Senior Consultant
Brandon Cooperman
Accounting and Operations Manager
Brandon Wasser
Accounting Manager
Brian Haimchand
Accounting Manager
Alfred Wheeler
Accounting Manager
Bimini Chastain
Accounting Manager
Marcia Leigh
Quoting Manager
Ala Locklear
Onboarding Manager
Kayla Price
Payroll Manager
Hiram Chan
Tax Manager
Brenda Fuentes
Tax Advisor
Andy Steinberg
Onboarding Advisor
Nicholas Del Plato
Senior Client Advisor - Crypto Specialist
Jackie May
Senior Client Advisor
Kristen Wolcott
Senior Client Advisor
Henry Hung
Senior Client Advisor
Andrea Steadman
Client Advisor
Jordan Medina
Client Advisor
William Wang
Client Advisor
Courtney Lake
Client Advisor
Melissa Feathers
Client Advisor
Callie Hale
Client Advisor
Mary Johnson
Client Advisor
Matthew Przygoda
Client Advisor
Rebekah Morrison
Client Advisor
Chris Thomas
Client Advisor
Nick Van Ryn
Client Advisor
Timothy Styne
Client Advisor
Sean Wilson
Client Advisor
Tina Nguyen
Client Advisor
Scott Reeder
Senior Staff Accountant
Patricia Belt
Senior Staff Accountant
Mark Buggs
Senior Staff Accountant
Tiffany Scholl
Senior Staff Accountant
Peter Daniel
Senior Staff Accountant
Shelley Alexander
Senior Staff Accountant
Courtney Covey
Client Advisor
Angel Fortenberry
Senior Staff Accountant
Adylia-Rhenee Gutierrez
Senior Staff Acccountant
Hailey Ford
Senior Staff Accountant
Florrie Darby
Senior Staff Accountant
John Michael Pehnke
Accounting Manager
Sydney Zacha
Support Analyst
AJ Egan
People Operations Manager
Riley Warren
HR Assistant
Noah Maldonado
Senior Sales Associate
Anthony Epstein
Senior Sales Associate
David Chapman
Senior Engineer
Chris Autwell
Senior Engineer
Stephen Thurman
Senior Engineer
Nicholas Mitchell
Platform Manager
Ciara Minion
Client Success Manager
Dante Montovano
Marketing Manager
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