Head of Customer Success / Brian Stone

Head of Customer Success / Brian Stone

SafeSend Returns®, SafeSend’s award-winning, flagship offering, enables complete automation of the “last mile” of the tax preparation process, displacing archaic, labor-intensive, paper-based methods with digital collation and assembly, secure client delivery, and integrated e-sign of completed tax return packages. Tax and accounting firms benefit from automated, centralized, and standardized workflows, and their clients benefit from an intuitive, secure, and engaging online experience.

They have announced Brian Stone as the new Head of Customer Success. Brian will oversee the expansion of the Customer Success division with a focus on strategic, operational, and tactical workflow optimizations to accelerate revenue growth and customer engagement with SafeSend’s industry leading solutions. Most recently he spent 9 years with FairWarning, an Imprivata Company, as Senior Vice President of Customer Success.

Recently SafeSend has experienced incredible growth saling to serve more than 50% of the top 300 U.S. accounting firms. Founded in 2008 by Steve Dusablon and Andrew Hatfield and currently led by Chief Executive Officer Scott Fleszar, SafeSend is headquartered in Ann Arbor, Michigan.

FUNDING: Lead Edge Capital

SVP of Clinical Operations / Heather Hagg

SVP of Clinical Operations / Heather Hagg

Parsley Health is the leading national provider of holistic personalized medicine services across telemedicine, diagnostics and in-person care. Parsley’s unique approach blends cutting-edge testing, nutrition, wellness and prevention with conventional medicine. It is the first and only vertically integrated digital health solution for reversing chronic disease and optimizing health.

Parsley recently hired Heather Hagg as Senior Vice President of Clinical Operations where she will lead the 250+ member clinical operations team with a strategic focus on quality metrics and outcomes data. Heather brings decades of experience designing, deploying and managing administrative and clinical operations systems for government, academic and privately held health companies.

FUNDING: Groundswell Ventures, Summer VC, White Star Capital, FirstMark Capital


VP of Technology / Moses Dwaram

VP of Technology / Moses Dwaram

Realync is a leader in video leasing and resident engagement platforms enabling live video tours, live virtual open houses and DIY pre-recorded videos of properties. Realync’s platform simplifies and enhances the real estate touring process by providing a more efficient, convenient, and cost-effective way of showing and touring properties. Realync partners with many of the nation's largest property owners and managers, actively being used in over 500,000 units today. Realync is a 2021 NAA Best Places to Work company.

They have announced Moses Dwaram as Vice President of Technology. Dwaram will be responsible for all aspects of product and engineering activities. His focus is the efficient operation of the product and development teams, leading and scaling Realync’s technology strategy, and bringing innovative solutions to market that will solve Realync clients' needs. Dwaram has over 20 years of experience with software engineering, technology development, and bringing creative product solutions to market while scaling high-performing teams. Prior to joining Realync, Dwaram was the VP of Engineering at Litera, heading up the technology operations of its Transactional Business Unit.

FUNDING: Second Centry Ventures, Susquehanna Growth Equity, Capital Midwest Fund, Charmides Capital

SVP of Engineering / Alan Keister

SVP of Engineering / Alan Keister

Fundrise is America’s largest direct-to-investor real estate investment platform. Since 2012, their mission has been to build a better financial system by empowering individuals. Investments that were once primarily reserved for billion-dollar endowments and sovereign wealth funds are now available to investors of all sizes, at the touch of a button. Fundrise has transacted over $5.7 billion worth of real estate and currently manages approximately $1.5 billion in equity, on behalf of our more than 150,000 investors.

Fundrise has announced Alan Keister as Senior Vice President of Engineering. He will lead and scale the engineering team, overseeing all aspects of fulfillment for Fundrises’s technology platform including issuance, origination, transactions, payments and compliance. Alan brings decades of experience leading and scaling engineering teams including AOL, Invincea, Sophos and most recently, Capital One.

VP of Engineering / Ken Shum

VP of Engineering / Ken Shum

B-Stock is the world's largest B2B recommerce marketplace for excess [or surplus] merchandise. Businesses of all sizes leverage the B-Stock platform to sell and buy customer returns, overstock, and other excess merchandise. Their customers are many of the world’s largest brands and retailers (including nine of the top 10 U.S. retailers). Having completed over 210,000 transactions in 2020, B-Stock gives buyers a simple and direct way to buy valuable products and offers sellers a trusted replacement for traditional liquidation while boosting operational efficiency, recovery rates, and cycle time.

They have recently announced the hiring of Ken Shum as Vice President of Engineering. Ken brings 25 years of Software Engineering experience to B-Stock; working with companies like Stitcher, GE Digital, Opentable.com, CafePress, and Lucent Technologies. At B-Stock, Ken will be focused on creating efficient processes to develop new software in line with company growth objectives and paving the way for new technological solutions for B-Stock’s future.

FUNDING: Spectrum Equity, New Millennium Partners, Susquehanna Growth Equity

Head of Data Engineering / Kyle McCluskey

Head of Data Engineering / Kyle McCluskey

TVision is the leader in TV performance metrics - an advertising technology firm that delivers real-time performance metrics for marketing effectiveness and efficiency. They measure who watches TV and how much attention they pay at the person-level to linear and streaming video. Marketers at some of the world’s largest brands, and premiere Media Sellers and Data Partners leverage TVision’s metrics to make more effective media decisions.

They have recently hired Kyle McCluskey as the first Head of Data Engineering where he will be responsible for technical leadership and the management of TVisions proprietary technology platform and product roadmap.

FUNDING: Susquehanna International Group, Accomplice, Golden Ventures, Jump Capital

Chief Product Officer / Nelson Flores

Chief Product Officer / Nelson Flores

Gooten operates a smart supply chain for brands looking to optimize their eCommerce business with on-demand manufacturing. It combines proprietary technology and operational expertise with a global network of 30+ best-in-class manufacturing partners. Their infrastructure allows Gooten to fulfill orders more efficiently, sustainably, and at a competitive rate. Gooten's manufacturing-on-demand model makes it possible for eCommerce brands to sell high-quality products without holding any inventory. Founded in 2015 and already profitable, Gooten is based in New York City.

Gooten has recently announced the hiring of Nelson Flores as Chief Product Officer. Nelson will lead global product strategy for the brand working with Gooten’s merchant and manufacturing partners, ensuring high level prioritization and execution of a complex multi-team product roadmap. Prior to joining Gooten, Nelson led product strategy at Kibo Commerce, a Vista Equity Company, and Shopatron, the world’s leading provider of cloud-based eCommerce order management solutions.

FUNDING: Lead Edge Capital, ff Venture Capital, KEC Ventures

VP of Engineering / Nathan Verni

VP of Engineering / Nathan Verni

Tropic is a tech-enabled procurement service for startups. Tropic experts in SaaS manage your contracts for you and work directly with your vendors on your behalf. By working with the same vendors repeatedly, they can drive better prices faster. Tropic automates SaaS procurement for tech-forward companies, saving them money and time.

They have recently announced the hiring of Nathan Verni as VP of Engineering where he will lead and scale the engineering organization, defining and establishing development standards, workflows, processes and technical partnership integrations. Prior to joining Tropic Nathan spent 11 years at Chargify where he designed and built the engineering organization from the ground up.

FUNDING: Canaan Partners, Shine Capital, Company Ventures, Founder Collective

Chief Product Officer / John-Patrick (JP) O'Sullivan

Chief Product Officer / John-Patrick (JP) O'Sullivan

Real Capital Analytics, Inc. (RCA) the authority on the deals, the players, and the trends that drive the commercial real estate investment markets has announced JP O’Sullivan as their new Chief Product Officer. He joins the RCA executive team, leading all aspects of the product development organization. Most recently JP was the Managing Director for S&P Global Market Intelligence’s Desktop Products and Financial Institutions Organization.

Across the globe, the most active investors, lenders, brokers, and advisors depend on RCA’s unique insight to formulate their strategies, source new opportunities, and execute their deals. An industry pioneer since 2000, RCA has earned a reputation for having the most timely and reliable transaction data and providing valuable intelligence on market pricing, capital flows, and investment trends.

RCA is privately held and headquartered in New York City with offices in San Jose, London, and Singapore.

FUNDING: Susquehanna Growth Equity, Endicott Group

*Acquired by MSCI August 2021

Chief Technology Officer / Deepak Jhalani

Chief Technology Officer / Deepak Jhalani

Lextegrity, an innovative Enterprise SaaS platform providing in-house counsel, audit, and compliance teams has announced the hiring of Deepak Jhalani as their Chief Technology Officer. As Lextegrity’s CTO, Deepak is responsible for our overall technological vision which encompasses implementing technology strategies, evaluating emerging technologies, and ensuring that our technology resources are aligned with our overall company's business needs. Deepak brings over 16 years of engineering leadership experience in the SaaS space, delivering cutting-edge solutions for both startups and global organizations. His true passion is building great engineering teams and commercially successful SaaS products.

Founded in 2017 by respected Compliance and Legal Officers, Lextegrity has built the technology they wish they had when they were in the industry through advanced fraud detection algorithms and machine learning techniques. Revenue-generating since their launch, Lextegrity boasts a growing list of enterprise customers including the likes of Airbnb, Embraer, and Vertex Pharmaceuticals. Lextegrity’s headquarters is in Chicago, IL.

VP of Deployment Engineering / Adi Hadziahmetovic

VP of Deployment Engineering / Adi Hadziahmetovic

Symbotic is a global provider of integrated supply network automation solutions for warehouses and distribution centers. They have announced the hiring of Adi Hadziahmetovic as the Vice President of Deployment Engineering

Symbotic’s innovative robotics and software deliver advanced automation solutions that make the supply chain faster, more efficient, and more profitable for manufacturers, distributors, and retailers of all sizes. Symbotic is headquartered in Wilmington, MA. They have locations in Montreal, Quebec, Johnstown, Ontario, Bethlehem, PA, South Brunswick, NJ, Brooksville, FL, Tolleson, AZ, Woodland, CA, and Melrose Park, IL.

VP of Product / Seth Cousins

VP of Product / Seth Cousins

EnergyHub, a dynamic energy software technology company has announced it’s new VP of Product will be Seth Cousins. He was formerly the VP of Product and Analytics at MotoRefi. He has a Bachelors in Mathematics from Wesleyan. Seth will help Energyhub further its mission and expand its product offerings along with growing a diverse team.

EnergyHub's platform lets consumers turn their smart thermostats, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. We work on technology that already provides energy and cost savings to more than a million people through partnerships with the most exciting companies in the 'internet of things.' EnergyHub is an independent subsidiary of Alarm.com, the leading technology provider of connected home solutions. They are headquartered in Brooklyn, NY.

FUNDING: .406 Ventures, Physic Ventures, Acadia Woods Partners, NYSERDA, Partnership Fund for New York City

* Acquired by Alarm.com 2013

VP of Information and Security / Scott Whittaker

VP of Information and Security / Scott Whittaker

Symbotic is a global provider of integrated supply network automation solutions for warehouses and distribution centers. They have announced the hiring of Jason Hardy as their Vice President of Information Security at Symbotic. Scott will be responsible for the company’s enterprise-wide security foundation

Symbotic’s innovative robotics and software deliver advanced automation solutions that make the supply chain faster, more efficient, and more profitable for manufacturers, distributors, and retailers of all sizes. Symbotic is headquartered in Wilmington, MA. They have locations in Montreal, Quebec, Johnstown, Ontario, Bethlehem, PA, South Brunswick, NJ, Brooksville, FL, Tolleson, AZ, Woodland, CA, and Melrose Park, IL.

VP of Strategic Sourcing & Supply Chain Management / Jason Hardy

VP of Strategic Sourcing & Supply Chain Management / Jason Hardy

Symbotic is a global provider of integrated supply network automation solutions for warehouses and distribution centers. They have announced the hiring of Jason Hardy as their Vice President of Strategic Sourcing & Supply Chain Management. He will be responsible for the company’s Strategic Sourcing & Supply Chain strategy.

Symbotic’s innovative robotics and software deliver advanced automation solutions that make the supply chain faster, more efficient, and more profitable for manufacturers, distributors, and retailers of all sizes. Symbotic is headquartered in Wilmington, MA. They have locations in Montreal, Quebec, Johnstown, Ontario, Bethlehem, PA, South Brunswick, NJ, Brooksville, FL, Tolleson, AZ, Woodland, CA, and Melrose Park, IL.