Advisory Board

Frank Anguiano

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Head of Products - UBS

Mark Friedenthal

Studio Session-046-2 (3)
CEO - Tolerisk

Jonathan Jacobs

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SVP LIBRA Insurance
SVP Crump Life (2016 - 2020)

Miriam Lefkowitz

Compliance Attorney
SEC - Senior Counsel (1999 – 2002)

Michael Raneri

MR pic (1)
Chief of Digital Innovation AssetMark (2019-2022)

David Ritchey

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Sr. Investment Strategy Advisor – SS&C

Kelly Waltrich

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CEO Intention.ly

CMO Orion (2017 - 2021)

Ryan Wheeler

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CTO - Tolerisk

Michael Zebrowski

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CEO Advisor Innovation Labs (2017 – 2022)

COO eMoney (2006 - 2016)