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

CHIEF FINANCIAL OFFICER / TOM ERNST

CHIEF FINANCIAL OFFICER / TOM ERNST

Symbotic is a global provider of integrated supply network automation solutions for warehouses and distribution centers. They have announced the hiring of Tom Ernst as their Chief Financial Officer. Tom Ernst will manage the financial functions within Symbotic. He has more than 20 years of extensive finance, leadership and software industry experience. Tom loves to tackle big challenges and lead teams of people to creative and impactful solutions.

Prior to joining Symbotic in September 2020, Tom served as CFO of RealPage where he led all accounting, finance, treasury, legal, M&A, and strategic project management operations.

Tom founded a strategy management consultancy in 2015. He led senior consultants and junior teams in advising public software companies on market positioning, developing an innovative and effective company culture, mergers and acquisitions, and strategic communications. He has eighteen years of software industry finance experience in equity research and investment banking. He also led the Goldman Sachs Software Investment Banking Team globally and the Deutsche Bank Software U.S. Equity Research Team.

Tom served as a Nuclear Engineer and Submarine Warfare Officer in the U.S. Navy for five years on a fast attack submarine, and two years as the Military Training Department Head for the U.S. Navy boot camp. Tom earned his MBA from the University of Chicago Booth and his BS from the University of Minnesota.

Symbotic’s innovative robotics and software deliver advanced automation solutions that makes the supply chain faster, more efficient, and more profitable for manufacturers, distributors, and retailers of all sizes. Symbotic’s headquarters is 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.

CHIEF MARKETING OFFICER / STEPHANIE DOLGINS

CHIEF MARKETING OFFICER / STEPHANIE DOLGINS

CafeMedia connects authentic publishers, engaged audiences and leading brands to make the internet a better place. Stephanie Dolgins has been named the first-ever Chief Marketing Officer at CafeMedia, the world’s largest network of independent digital publishers. Ms. Dolgins will lead all marketing for CafeMedia and AdThrive in support of the company’s mission to build a creator-first future for the open web. She will report directly to CEO Michael Sanchez.

FUNDING: Threshold (formerly DFJ), Highland Capital Partners

* Acquired by Zelnick Media Capital 2018

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

HEAD OF DESIGN / BRYAN MEDWAY

HEAD OF DESIGN / BRYAN MEDWAY

Frame.io, the platform powering the future of creative collaboration, has announced Bryan Medway as their Head of Design. He will help lead design strategy and execution while growing their design team. Bryan most recently was leading Experience Design for Adobe’s Creative Cloud platform in San Francisco.

Today's Leading media companies use Frame.io to streamline their video review and collaboration process with teammates, clients, and a variety of stakeholders. They supercharge post-production workflows for more than 500K video professionals by bringing together media and stakeholders. Their platform makes things faster, smoother and more efficient while allowing you to work seamlessly across both web and mobile.

FUNDING: Accel, Shasta Ventures, SignalFire, FirstMark, Tectonic Capital, Kortschak Investments

* Acquired by Adobe August 2021

HEAD OF DATA SCIENCE / AMIT BHATTACHARYYA

HEAD OF DATA SCIENCE / AMIT BHATTACHARYYA

Vox Media, a leading digital media company based in Washington, D.C. and New York City has named Amit Bhattacharyya as their Head of Data Science. Prior to Vox, Amit led the Data Science practice at Teachers Pay Teachers for over three years. He spent nearly ten years as a Quant in the financial services industry and earned his PhD in Physics from Indiana University.

Vox Media owns and operates offices in Los Angeles, Chicago, Austin, and San Francisco.

FUNDING: Khosla Ventures, Accel, Comcast Ventures, General Atlantic, NBC Universal, Allen & Company

CHIEF TECHNOLOGY OFFICER / JASON RODRIGUEZ

CHIEF TECHNOLOGY OFFICER / JASON RODRIGUEZ

Fundera, an NYC-based online credit marketplace for small business, announced Jason Rodriguez as Chief Technology Officer. As a 20-year technologist who helped lead multiple successful startups, most recently at SoulCycle, Jason will be an important driver in taking our tech organization to the next level as we continue growing investments in technology and our team to get there. He holds a Bachelors of Science in Computer Science from NYU-Polytechnic School of Engineering.

With Fundera, business owners can get competing offers from dozens of the country's leading small business lenders by submitting just one application. Their mission is to put the power to borrow back in the hands of business owners.

FUNDING: BoxGroup, Khosla Ventures, Susquehanna Growth Equity, Core Innovation Capital, First Round, QED Investors

* Acquired byNerdWallet 2020