Meet Our Experts

Executive Team

Jenna Kaye

Founder & Chief Executive Officer

Becky Paulson

President

Bill Collins

Chief Revenue Officer

Krista Lalonde

Chief Operations Officer

Shawn Stordy

Chief Financial Officer

Amy Penner

Amy Penner

Chief People Officer

Chris Hofmann

Chief Compliance officer & chief risk officer

Caitlyn Van Valin

Executive Vice President, Corporate Development

Chris Ward

Executive Vice President, Corporate Development

MINNESOTA

Andrew Kryzer

Senior Director, Corporate Transactions

Julie Fischbach

Director, Client Services

Kristine Markfort

Director, Client Services

Jessica Schaberg

Associate, Shareholder Services

Selena Bergstrom

Associate, Operations

Angie Good

Associate, Operations & Client Services

Bob Winterle

Senior Director, Transfer Agent Services

Carol Won

Director, Risk & Compliance

Julie Miles

Director, Operations

Jamie Schuette

Director, Payments

Abbey Hoisington

Associate, Client Services

Kelsey Thurston

Associate, Operations

Jillianna Brazeau

Director, Client Services

Brett Wagner

Director, Onboarding

Debra Luxa

Associate, Payments

Ia Yang

Associate, Operations

Daria Prochazka

Associate, Operations