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Q1 2023 Movers & Shakers

People Experience March 22, 2023 Grayce Turnbach

Let’s hear it for our Q1 2023 Movers & Shakers!

As part of our commitment to developing our employees and helping you achieve your career goals, we’re pleased to announce that more than 20 employees (Movers & Shakers) were promoted and/or transitioned into a new role in Q1 2021 (Jan. 1 – March 31).

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 NameLast NameJob TitleBusiness Unit
MikaelaRhoadseLearning SpecialistClient Services
ChiberuEganduTechnical Support AnalystClient Services
ChristopherGrantManager, Group Product ManagementProduct
NicholasPipherTechnical Data AnalystClient Services
JoshuaBelfioreManager, Group Product ManagementProduct
LucasWhiteManager, Group Product ManagementProduct
EmilyKoochelManager, Financial Wellness & EducationFinancial Planning
AlanJacksonTechnical Product ManagerProduct
PaigeSeleskyProgram ManagerClient Services
PamelaMaimoneSenior Scrum MasterTechnology
AlexMauritzAdvisory User Experience ResearcherProduct
WilliamSmeglinSenior Financial AnalystFinance
SarahRogersAdvisory Client Service ManagerClient Services
MadelineMcAleerSenior Financial Planning Services ConsultantFinancial Planning
JamesJestingsSoftware EngineerTechnology
RichardMangraSoftware EngineerTechnology
ChristinaHurrSenior Software EngineerTechnology
DrewMartinSenior Software EngineerTechnology
JeffreyMartinezSenior Software EngineerTechnology
KristinCurrySenior Software EngineerTechnology
NijanandMathurAdvisory Software Engineer, Tech LeadTechnology
MelissaHoulemardeSenior Order Operations SpecialistFinance
MichaelWolfgangClient Support SpecialistClient Services

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