Founder and CEO

Peter Whelan

Executive Vice President

Margaret O’Grady


Steve Sjostrom

Development Program manager

Nancy Liquori

Director of Employee Development

Sharon Glod

Director of Client Conversions

Tracy Fleming

Director of Client Success

James LeDuc

Director of Sales

Meghan Mancino

Tax Manager

Dakota James Hebert

Chief Marketing Officer

Megan Butz

General Counsel

Felicia Corbeil

Human Resources Manager

Sam Hathaway

Client Support Manager

Youssef Karami

Director of IT Infrastructure

Andrew Anderlonis

Chief Technology Officer