Management Team

Since 2002, our team of FinTech experts have been using digital technology to transform how your financial data is presented, distributed and consumed by your investors.

Mash Patel
CEO

Scott Gellman
COO/CFO

Stephen Zucknovich
CTO

Patrick McKenna
Global Head of Product

Keith Abramson
Head of Sales

Luke Hinchliffe
Head of Digital Marketing

Sunil Odedra
Head of Engineering & Infrastructure

Bradley Mehl
Head of Operational Support

Julie Watts
Director of Business Operations

Patrick Cash
Head of Customer Success

Nick Caruana
Head of Client Engagement

Adrian Riddle
Head of Implementation Engineering

Terrie Lassandro
Financial Controller