Profiles
Our People (aka - our secret sauce) are at the heart of our business. Clients choose us not because of our shiny website or a snazzy marketing campaign, but out of trust.
Adrienne Thorson
Chairwoman & CEO
Elle Goetzke
Chief Operating Officer
Shaunda Clark
CFO
John Major
Vice President
Gov't & Institutional Funds
James Zussman
Senior Vice President
Financial Institutions Sales
Kyle Tamblingson
Business Development Manager
Cole Tecza
Manager, Financial Institutions
Ericka Seftar
Director, Financial Institutions
