Founder, CEO
Founder, Client Advice
Founder, Technology & Product
Chief Technology Officer
Head of Investment & Financial Life Solutions
Co-Head of Product
Chief Financial Officer
Head of Client Team & Operations
Head of New Client Relationships
Lead, Strategy & Transformation
Client Adviser
Head of Business Relationships
Head of Risk & Compliance
Chief of Staff & Head of Talent Experience
Head of Client Service
Talent Attraction Partner