Bob is a financial services executive with over 25 years of experience in leadership positions across the financial technology space. Before joining Financeware as CEO, Bob was the CRO for VMS. Prior to VMS, he was COO of the SunGard (now FIS) Wealth Management business. Bob has served as Board Member for Envestnet Retirement Solutions, Wealthcare Capital Management, Merriman Holdings, and FinaConnect. He currently serves as an advisor to Jiffy.ai and Saxon Securities. Bob received a BA degree from Colby College and earned his MBA with distinction from Bentley University.

David has 20 years of experience leading development efforts across a wide range of companies from start-ups to Fortune 500 firms. His experience covers web, mobile, cloud transformation, and advanced market data applications. His previous companies include Avanade, IBM, and Tradestation Technologies, and David was most recently a founding partner at Zeal, a technology consulting company focused on cloud-native solutions to Fortune 100 firms. David’s experience and leadership in digital transformation will be instrumental to QUODD and its clients as we build upon our existing platforms and deliver new innovative products to fuel market intelligence.

Marguerite is responsible for overseeing operations and technology across all data products. Marguerite has more than 25 years of experience in the financial services industry, specifically in brokerage, retirement and trust operations, as well as client delivery of services and software. Prior to joining VMS, Marguerite held executive leadership positions at Backstop Solutions Group and SunGard.

Max has over 20 years of experience as a CFO in both small and large software and services companies in the healthcare and financial services sectors. Before joining QUODD, Max held CFO roles at private equity/venture-backed companies, including Chowly, Q-Centrix, and Strata Decision Technology. He was formerly the division CFO of SunGard Financial Systems. Additionally, he has served as a fractional CFO for multiple other companies in recent years. Max started his career at KPMG as an auditor, working with various clients, including technology and software companies. He holds a BS in Accounting from Illinois State University and an MBA from the Kellogg School of Management at Northwestern University.

Justin provides 25 years of experience leading new product innovation initiatives at the nexus of financial technology and wealth management servicing. Prior to joining QUODD in 2017, Justin has led strategic partnerships for platforms servicing the institutional asset management, investment advisory, and retail segments. As a prior leader at Smartleaf, New Frontier Advisors, Dalbar and an advisor to trading solutions for commodities and portfolio management, Justin brings that expertise to provide QUODD’s clients and partners solutions that are the highest value and on a path to digital transformation. Justin earned a BA in Economics from Colby College (1995) and an MBA in Entrepreneurship from Babson College (2004).

Rohtas has 20+ years of sales and sales management experience selling financial analytics, financial data and investment products working for firms like MSCI BARRA, FTSE Russell, and Concordia, a multi-strategy Hedge Fund. Prior to joining QUODD, Rohtas was Head of Institutional Sales at MPI, a FinTech analytics firm focused on helping Asset Management firms with distribution, and the Advisor and Wealth Management community with selection of investment products. Rohtas has worked with a wide range of client segments throughout his career covering Asset Managers, Hedge Funds, ETF Managers, Asset Owners and Advisors. During his career he has been instrumental in helping achieve top-line growth by implementing a focused and efficient sales plans.

With 25 Years of industry experience, Angie brings a wealth of knowledge in the Financial Data Services space. Before founding QUODD in 1999, she was on the Institutional Client Service Team at Montgomery Asset Management in San Francisco, working specifically with institutional clients, investment management consultants and prospects across all investment disciplines. At QUODD, Angie’s responsibilities include acting as chief liaison between the development team and QUODD’s clients and partners, managing all vendor relationships and exchange relations, works with sales team on all opportunities and client implementations as well as training and overseeing QUODD’s customer support staff.

Gary has more than 15 years of experience in the market data industry and has had many roles at QUODD, starting in finance, and moving through technology, and operations. Today Gary is the Senior Vice President of Customer Success at QUODD. Prior to joining QUODD Gary worked in both public and private accounting for several years. Gary received his BS from Villanova University.