jeremy kidd Jeremy Kidd Chief Executive Officer
dalton axenfeld Dalton Axenfeld, CPA Chief Financial Officer
rob barrett Robb Barrett Chief Operating Officer & General Counsel
Scott Ellman Scott V. Ellman Chief Revenue Officer
jen terzini Jennifer Terzini Chief People Officer
mike schmidt Mike Schmidt Chief Information Officer
liz bartlett Elizabeth Bartlett Director of Client Experience
elizabeth conklin Elizabeth Conklin Director of Marketing & Creative Strategy
dan connor, director of financial reporting Dan Connor Director of Financial Reporting
Marissa Paventi Marissa Paventi Sales Operations Manager
Gabby Bordonaro Gabriella Bordonaro Marketing & Communications Manager
michael roche Michael Roche, CPA Senior Accountant
Elaina Burchell Elaina Burchell Senior Accountant
Jen Porter Jen Porter Accounting Manager
Board & Governance
gregg kidd Gregg A. Kidd Founder & Executive Chairman
jeremy kidd Jeremy Kidd Chief Executive Officer
dalton axenfeld Dalton Axenfeld, CPA Chief Financial Officer
rob barrett Robb Barrett Chief Operating Officer & General Counsel
Scott Ellman Scott V. Ellman Chief Revenue Officer
john bianchini John V. Bianchini Chief Business Development Officer (PI)
dario vacco Dario Vacco Financial Advisor (PI)
beth eckert Beth Eckert CEO of Pinnacle Employee Services (PES)
Adam Brown Adam Brown, CIC President (Pinnacle Insurance Associates)
John Sereno John Sereno Director of Sales, Property & Casualty (Pinnacle Insurance Associates)
Mike Palmero Mike Palermo Manager (Marine Shark Holdings)
carly kidd Carly Kidd Financial Advisor (PI)
Board Liaison
Mike Monashefsky Mike Monashefsky Financial Advisor (PI)
Board Liaison