Jack Freker

Chief Executive Officer

Amy Podrasky

Chief Operating Officer

Steve Coco

Chief Revenue Officer

Mike Hardy

Chief Financial Officer

Inderjit Jhajj

Chief Information Officer

Rod Bernstein

General Counsel

Dean Aloise

Managing Director, U.S.

U.S. leadership team

David Piltz

Managing Director, U.K.

U.K. leadership team

Greg Fayarchuk

Managing Director, Canada

Canada leadership team

Ravi Mehta

Head of Strategy and M&A

Greg Fayarchuk

Managing Director, Canada

Daniel Bougie

DB Outsourcing Leader

Christopher Bray

DC and H&W Outsourcing Leader

Tom Mudrinic

Wealth Consulting Leader

Amanda Cullity

Account Management Leader

Jennifer Dunk

Business Growth Leader

Eric Overvelde

Implementation and System Support Leader

Anne-Marie Hinger

Canadian Operations Leader