• All
  • Client Services
  • Sales & Marketing
  • Onboarding
  • Tax and Business Services
  • Platform
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    Nick Pasquarosa

    Chief Executive Officer

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    Terry Rubenfeld

    Chief Operating Officer

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    Steven Muller

    Vice President of Sales

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    Nick Pasquarosa

    Chief Executive Officer

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    Terry Rubenfeld

    Chief Operating Officer

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    Steven Muller

    Vice President of Sales

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    Michael Manning

    Director of Advisory Services

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    Dave Bornt

    Director of Onboarding

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    Ryan Anvari

    Director of Tax and Business Services

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    Jackie David

    Accounting Manager

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    Brandon Wasser

    Accounting Manager

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    Kayla Price

    Payroll Manager

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    Brenda Fuentes

    Tax Advisor

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    Ala Locklear

    Onboarding Manager

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    Brandon Cooperman

    Accounting and Operations Manager

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    Marcia Leigh

    Onboarding Manager

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    Brian Haimchand

    Accounting Manager

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    Andrea Steadman

    Onboarding Manager

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    Alfred Wheeler

    Accounting Manager

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    Robin Felix

    Senior Client Advisor

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    Bimini Chastain

    Accounting Manager

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    Jordan Medina

    Client Advisor

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    Ciara Minion

    Client Success Manager

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    Scott Reeder

    Senior Staff Accountant

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    Mark Buggs

    Senior Staff Accountant

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    Andy Steinberg

    Client Advisor

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    Nicholas Del Plato

    Senior Client Advisor - Crypto Specialist

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    William Wang

    Client Advisor

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    Robin Susskind

    Client Advsior

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    Jackie May

    Senior Client Advisor

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    Courtney Lake

    Client Advisor

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    Kristen Wolcott

    Client Advisor

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    Henry Hung

    Client Advisor

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    Melissa Feathers

    Client Advisor

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    Callie Hale

    Client Advisor

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    Sean Wilson

    Client Advisor

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    Mary Johnson

    Client Advisor

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    Matthew Przygoda

    Client Advisor

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    Rebekah Michael

    Client Advisor

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    Chris Thomas

    Client Advisor

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    Nick Van Ryn

    Client Advisor

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    Timothy Styne

    Client Advisor

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    Tiffany Scholl

    Senior Staff Accountant

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    Rebecca Finch

    Senior Staff Accountant

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    Breanna Chapala

    Senior Staff Accountant

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    Keyana Thomas

    Senior Staff Accountant

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    Peter Daniel

    Senior Staff Accountant

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    Shelley Alexander

    Senior Staff Accountant

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    Courtney Covey

    Senior Staff Accountant

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    Angel Fortenberry

    Onboarding Senior Staff Accountant

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    Brooke Davidson

    Payroll Advisor/Staff Accountant

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    Hailey Ford

    Staff Accountant in Onboarding

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    Florrie Darby

    Staff Accountant

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    Noah Maldonado

    Senior Sales Associate

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    Anthony Epstein

    Senior Sales Associate

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    John Michael Pehnke

    Accounting Manager

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    Sydney Zacha

    Support Analyst

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    AJ Egan

    People Operations Manager

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    Nicholas Mitchell

    Platform Manager

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    Dante Montovano

    Marketing Manager