Org chart
Scott Winters
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Gary Nemer
CFO
Zach Trimble
CMO
Brian Wolf
CBDO
Ed Lyon
Chief Tax Strategist
Dave O’Rourke
Chief Evangelist
Jill Henderson
EVP of Client Success
Ashley Baucum
VP of Compliance
Alex Brockway
Chief Legal Counsel
Kaili Winters
Chief Compliance Officer
Rosemary Black
Chief Technology Officer
Michael French
Executive Vice President
