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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
Jackie David
Accounting Manager
Brandon Wasser
Accounting Manager
Kayla Price
Payroll Manager
Brenda Fuentes
Tax Advisor
Ala Locklear
Onboarding Manager
Brandon Cooperman
Accounting and Operations Manager
Marcia Leigh
Quoting Manager
Brian Haimchand
Accounting Manager
Andrea Steadman
Client Advisor
Alfred Wheeler
Accounting Manager
Robin Felix
Accounting Manager
Bimini Chastain
Accounting Manager
Jordan Medina
Client Advisor
Ciara Minion
Client Success Manager
Scott Reeder
Senior Staff Accountant
Mark Buggs
Senior Staff Accountant
Andy Steinberg
Onboarding Advisor
Nicholas Del Plato
Senior Client Advisor - Crypto Specialist
William Wang
Client Advisor
Robin Susskind
Senior Client Advisor
Jackie May
Senior Client Advisor
Courtney Lake
Client Advisor
Kristen Wolcott
Senior Client Advisor
Henry Hung
Senior Client Advisor
Melissa Feathers
Client Advisor
Callie Hale
Client Advisor
Sean Wilson
Client Advisor
Mary Johnson
Client Advisor
Matthew Przygoda
Client Advisor
Rebekah Michael
Client Advisor
Chris Thomas
Client Advisor
Nick Van Ryn
Client Advisor
Timothy Styne
Client Advisor
Tiffany Scholl
Senior Staff Accountant
Rebecca Finch
Senior Staff Accountant
Breanna Chapala
Senior Staff Accountant
Peter Daniel
Senior Staff Accountant
Shelley Alexander
Senior Staff Accountant
Courtney Covey
Senior Staff Accountant
Angel Fortenberry
Senior Staff Accountant
Brooke Davidson
Payroll Advisor/Staff Accountant
Hailey Ford
Staff Accountant
Florrie Darby
Staff Accountant
Noah Maldonado
Senior Sales Associate
Anthony Epstein
Senior Sales Associate
John Michael Pehnke
Accounting Manager
Sydney Zacha
Support Analyst
AJ Egan
People Operations Manager
Nicholas Mitchell
Platform Manager
Dante Montovano
Marketing Manager
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