Meet Our Experts

Executive Team

Jenna Kaye

Founder & Chief Executive Officer

Becky Paulson

President

Krista Lalonde

Krista Lalonde

Chief Operations Officer

Bryce Szela

Chief Revenue Officer

Amy Penner

Chief People Officer

Chris Hofmann

Chief Compliance officer & chief risk officer

Caitlyn Van Valin

Executive Vice President, Corporate Development

Nathan Wong

Vice President, Finance

MINNESOTA

Jennifer Glenn

Managing Director, Operations

Brad Kreager

Managing Director, Client Services

Andrew Kryzer

Senior Director, Corporate Actions

Julie Fischbach

Senior Director, Client Services

Kristine Markfort

Senior Director, Client Services

Bob Winterle

Senior Director, Transfer Agent Services

Carol Won

Director, Risk & Compliance

Julie Miles

Director, Operations

Jamie Schuette

Director, Payments

Brett Wagner

Director, Onboarding

Melvin Guzman

Director, Corporate Trust

Selena Bergstrom

Senior Associate, Operations

Matt Stanec

Senior Associate, Corporate Actions

Tyler Peck

Senior Analyst, Systems

Jessica Schaberg

Associate, Shareholder Services

Angie Good

Distribution Specialist, Payments

Abbey Hoisington

Associate, Client Services

Kelsey Thurston

Associate, Operations

Debra Luxa

Associate, Payments

Ia Yang

Associate, Operations

Daria Prochazka

Associate, Operations

Rachel Johnson

Associate, Operations

Nivitha Praveen

Associate, Shareholder Services

Steven Stangler

Associate, Client Services

Madison Fearon

HR Generalist, People & Culture

Sean Sutton

Senior Manager, Tax

Jillianna Brazeau

Director, Client Services

Marcos Marte

Director, Corporate Actions

Brad Kocher

Senior Associate, Corporate Actions

Eve Her

Associate, Shareholder Services

Allie Kulik

Associate, Shareholder Services