As part of our commitment to developing our employees and helping you achieve your career goals, we’re pleased to announce that more than 80 employees (Movers & Shakers) were promoted and/or transitioned into a new role so far in 2022.
Please join us in congratulating this group of employees for their outstanding performance and wish them the best of luck in their new positions!
| First Name | Last Name | Business Unit | Job Title |
| Cassandra | Bahne | Business Development | Sales Development Representative |
| Christopher | Hopkinson | Client Services | Client Support Specialist |
| Caroline | Grasso | Business Development | Director, Advisor Sales |
| Brittany | Loro | Client Services | Senior Data Entry Specialist |
| Evan | Gromlich | Client Services | Client Success Coach |
| Mark | Pasierb | Product | Advisory UI/UX Designer |
| Viola | Peja | Technology | Software Engineer |
| Brian | Harney | Technology | Senior Software Engineer, Salesforce |
| Joel | Barruos | Technology | Senior Software Engineer |
| Michael | Buonaccorsi | Technology | Advisory Software Engineer, Tech Lead |
| Timothy | Killeen | Client Services | Advisory Program Manager |
| Sergej | Golontsov | Technology | Advisory Software Engineer, Tech Lead |
| Olivia | Crays | Client Services | Client Support Specialist |
| Henry | Cassa | Business Development | Senior Account Manager |
| Brandon | Heid | Financial Planning | Senior Financial Planning Practice Mgmt Cnslt |
| Evan | Waldron | Technology | Senior Software Engineer |
| Thomas | Kuzeja | Technology | Senior Advisory Software Engineer, Tech Lead |
| John | Ralph | Legal & Risk | Director, Procurement Operations |
| Daniel | Gresh | Client Services | Senior Implementation Engineer |
| Qiyin | Zhu | Technology | Senior Software Engineer |
| Ryan | McIntyre | Client Services | Helpdesk Product Support Specialist |
| Rachel | Eccles | Marketing | SVP, Marketing |
| Deborah | Morante | Client Services | Client Success Coach |
| Bernard | Belanger | Technology | Advisory Enterprise App Integ Software Arch |
| Beth | Weinstein | Client Services | Senior Client Support Specialist |
| Gregory | Davis | Client Services | Senior Client Support Specialist |
| Howard | Bradley | Client Services | Client Support Specialist |
| Jason | Breznicky | Business Development | Inside Sales Manager Geo Accounts |
| Michael | Kilian | Technology | Senior DevOps Engineer |
| Tricia | McFarlane | Client Services | Senior Client Service Manager |
| Christina | App | Technology | Senior Advisory Information Security Architec |
| Brittney | Bloch | Finance | Scrum Master |
| Robert | Amadio | Client Services | Manager, Client Implementation |
| Jason | Rock | Technology | Advisory Information Security Analyst, Risk M |
| Carla | Youngs | Client Services | Senior Training Specialist |
| Lori | Henderson | Technology | Director, QA |
| Rebecca | Hirshorn | Technology | Senior QA Analyst |
| Enrico | Gonsalves | Technology | Senior QA Automation Engineer |
| Samantha | Hoch | Technology | Senior QA Analyst |
| James | McGee | Technology | Senior Software Engineer |
| Conor | Flynn | Marketing | Senior Digital Content Manager |
| Joshua | Eisen | Technology | Senior Advisory Software Architect |
| Douglas | Cooper | People Experience | Learning and Development Manager |
| Devon | McCabe | Technology | Senior InfoSec Analyst, Third Party Risk |
| Lao Prisca | Doh | Product | Senior Technical Product Manager |
| Jorge | Pena Torres | Finance | Senior Product Manager, IS&D |
| Christopher | Conca | Client Services | Client Support Specialist |
| Nicholas | Cianci | Technology | Advisory Software Engineer |
| Quanah | Dykes | Technology | Senior Information Security Engineer |
| Patrick | Griendling | Technology | Advisory DevOps Engineer |
| Kylie | Smith | Business Development | Account Manager |
| Christopher | Kelleher | Business Development | Sales Development Representative |
| Ryan | Fransen-Pruden | Client Services | Technical Support Analyst |
| Joseph | Pearson | Marketing | Product Marketing Manager |
| Ruth | Billebault | Marketing | Executive Assistant to the CEO and CFO |
| Julie | Salvatore | Marketing | Supervisor, Retention Marketing |
| Brooke | Hyland | Marketing | Event Strategist |
| Allison | Livingston | Marketing | Retention Marketing Strategist |
| Susan | McKenna | Finance | Chief Executive Officer |
| Dustin | Berberabe | Business Development | Inside Sales Manager Geo Accounts |
| Brandon | Tucker | Planning Services | Director, Financial Planning Services |
| Richard | Grebner | Technology | Director, QA |
| Pamela | Still | Product | Product Owner |
| Daniel | Jaquez | Technology | Advisory Software Engineer, Tech Lead |
| Robert | Opiela | Technology | Advisory Software Engineer |
| Nathaniel | Hunt | Technology | Senior Software Engineer |
| Amanda | Falcon | Client Services | Program Manager |
| John | Muhs | Finance | Senior Pricing Analyst |
| Zachary | Lewis | Technology | Advisory Software Engineer, Tech Lead |
| Derek | Jackson | Finance | Senior Business Intelligence Analyst |
| Alix-Camille | Stephenson | Business Development | Sales Operations Manager |
| Alexandra | Bisol | Finance | Release Train Engineer II |
| Colleen | Keast | Finance | Scrum Master |
| Ahmed | Mahmoud | Technology | Advisory Software Engineer |
| Muniprasad | Salapakshi | Client Services | Supervisor, Technical Support Engineers |
| Robert | Sparrow | Technology | Senior Software Engineer |
| Faina | Klyuzman | People Experience | Advisory Talent Strategist |
| Salman | Al-Habieli | Technology | Software Engineer |
| Robert | Parker | Client Services | Helpdesk Product Support Specialist |
| Victoria | Lipscomb | Client Services | Helpdesk Product Support Specialist |
| Sean | Donovan | Client Services | Manager, Client Implementation |
| Lydia | Corcoran | Client Services | Client Support Specialist |
| Mary | Fox | Client Services | Senior Client Service Manager |
| Timothy | Curvan | Client Services | Manager, Client Service Management |
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