<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">
OUR TEAM

Meet the Team Writing Our Story, Building Our Culture & Serving Our Customers

Meet Our Team

 
+
Russ D'Argento

Russ D'Argento

Founder & CEO

+
Chris Kiley

Chris Kiley

Sr. Vice President of Revenue

+
Dennis Caulfield

Dennis Caulfield

Sr. Vice President of Research

+
Alexis Tsitos

Alexis Tsitos 

Sr. Director, Enterprise Accounts

+
Steven LeBlanc

Steven LeBlanc

Sr. Client Success Director

+
Kyle Ebbets

Kyle Ebbets

Sr. Vice President of Commercial Operations

+
Stephanie Manicioto

Stephanie Manicioto

Sr. Vice President of Customer Experience

+
Emily Goldman

Emily Goldman

Vice President of Data & Research

+
Greg Bell

Greg Bell

Sr. Director, Enterprise Accounts

+
Brendan Drew

Brendan Drew

Sr. Director, Data Analytics & Integrations

+
Jillian Peterson

Jillian Peterson

Head of People Operations

+
krassi loperfido

Krassi Loperfido

Director of Finance

+
Renae Hatcher

Renae Hatcher

Sr. Marketing Associate

+
Connor Gallo

Connor Gallo

Director of Sales

+
Tim Kiely

Tim Kiely

Director of Sales

+
Madison Pitel

Madison Pitel 

Sr. Director, Business Development

+
Elizabeth Moss

Elizabeth Moss

Sr. Director, Business Development

+
David Emala

David Emala

Director of Business Development

+
Amy Chang

Amy Chang

Sr. Data Science Engineer

+
Ryan Ginsberg

Ryan Ginsberg

Director, Data Analytics & Integrations

+
Guillaume Bose

Guillaume Bose

Head of Operations

+
Christian Connolly

Christian Connolly

Sr. Business Development Director

+
Peter Tedesco

Peter Tedesco

Business Development Manager

+
Emery Blackwelder

Emery Blackwelder

Product Marketing & Operations Associate

+
Bryan Di Iorio

Bryan Di Iorio

Sr. Business Development Director

+
Joe Sullivan

Joe Sullivan

Sr. Business Development Director

+
Colleen Brooks

Colleen Brooks

Sr. Business Development Associate

+
Brendan Shane

Brendan Shane

Sr. Client Success Director

+
Kyle Arnold

Kyle Arnold

Sr. Business Development Associate

+
Zach Laramie

Zach Laramie

Business Development Associate

+
Amy Cafferelli

Amy Cafferelli

Onboarding Manager

+
Glen Yu

Glen Yu

Senior Accountant

+
Alex Jacobs

Alex Jacobs

Account Manager

+
Jackie Arndt

Jackie Arndt

Client Success Manager

+
Kendall Payne

Kendall Payne

Business Development Associate

+
Sarah Morse

Sarah Morse

Client Success Manager

+
Matthew Elliott

Matt Elliott

Sr. Business Development Associate

+
Ryan King

Ryan King

Director of Accounts

+
Olivia Thomas

Olivia Thomas

Client Success Manager

+
Theresa Chiozzi

Theresa Chiozzi

Sales Enablement Associate

+
Kara Pantano

Kara Pantano

Collections Specialist

+
Sharah Roy-1

Sharah Roy

Research Associate

+
Eric Manoukian

Eric Manoukian

Data Research Associate

+
Jialin Guo

Jialin Guo

Data Scientist

+
Patrick Galvin

Patrick Galvin

Research Associate

+
Alex Park

Alex Park

Data Integrations Associate

+
Joe Gioffre

Joseph Gioffre

Account Manager

+
kevin clare

Kevin Clare

Account Manager

+
Tom Xu

Xiangliang Tom Xu

Sales Data Science Analyst

+
Bailey OLeary

Bailey O'Leary

Business Development Associate

+
Isaiah Cashwell-Doe

Isaiah Cashwell-Doe

Business Development Associate

+
Sarissa Fazio

Sarissa Fazio

Business Development Associate

+
Henry

Henry Giordano

Business Development Associate

+
Austin

Austin Aviza

Business Development Associate

+
Makayla Houniet

Makayla Houniet

Sr. Business Development Analyst

+
Sam Kelly

Sam Kelly

Business Development Analyst

+
Erin Lively

Erin Lively

Business Development Analyst

+
Liam Walsh

Liam Walsh

Business Development Analyst

+
Reid Gesualdi

Reid Gesualdi

Business Development Analyst

+
Victor Gamberoni

Victor Gamberoni

Business Development Analyst

+
Josh Bohn

Josh Bohn

Business Development Analyst

+
John Canal

John Canal

Business Development Analyst

+
Liz Lehane-2

Liz Lehane

Business Development Analyst

+
Colm McDonald

Colm McDonald

Business Development Analyst

+
Maggie Kleinsmith

Maggie Kleinsmith

Business Development Analyst

+
Liam Foley

Liam Foley

Business Development Analyst

+
Troy Galarneau

Troy Galarneau

Business Development Analyst

+
Max Horton

Max Horton

Business Development Analyst

+
Steven Dhooge-1

Steven Dhooge

Business Development Analyst

+
Olivia Giacalone

Olivia Giacalone

Business Development Analyst

+
Spencer Walnista

Spencer Walnista

Business Development Analyst

+
Matias Prado

Matias Prado

Sr. Full Stack Engineer

+
Sebastian Baillet

Sebastian Baillet

Sr. Software Engineer

+
Facundo Tzoymaher

Facundo Tzoymaher

Full Stack Software Engineer

+
Federico Elizalde

Federico Elizalde

Sr. Software Engineer

+
Francisco

Francisco Mariano Bravo

Full Stack Software Engineer

+
Dario Coronel

Dario Coronel

Sr. Full Stack Engineer

+
Patricio Sticco

Patricio Sticco

Full Stack Engineer

+
Nicolas Leguizamon

Nicolas Leguizamon

Full Stack Software Engineer

+
Raman Verma

Raman Verma

Front End Software Engineer

+
Rushi Yogar

Rushi Yogar

UI/UX Design Consultant

Russ D'Argento

Founder & CEO
Bio

Russ D'Argento serves as Founder & CEO of FINTRX, Inc. Prior to founding FINTRX, Russ served as Sr. Consultant of Family Office Marketing and introductions for Windham Capital Group - a 20-year-old consulting firm in the hedge fund space. Russ holds a BA from the University of Connecticut (Storrs) where he was a four-year standout on the Huskies baseball team and a member of the Hyannis Mets of the Cape Cod Baseball League. 

X

Chris Kiley

Vice President of Sales
Bio

As Vice President of Sales, Chris oversees all sales and business development efforts for FINTRX. Chris joined the team in early 2017, with a focus on driving the company’s global sales efforts throughout the alternative and private capital market community. A graduate of High Point University, Chris brings a BS in Business Administration with concentrations in both Finance and Entrepreneurship. In his free time, Chris can either be seen on the golf course or cheering on the local Boston sports teams.

X

Dennis Caulfield

Sr. Vice President of Research
Bio

Dennis Caulfield joined the FINTRX team in early 2018 with an initial focus on business development, responsible for building and maintaining relationships with FINTRX’s global suite of clients. He has since taken on the role of Senior VP of Research, where he oversees the FINTRX Research & Data team. Dennis takes pride in fully understanding the private wealth landscape by providing clients with actionable insights. Dennis is a graduate of Trinity College where he studied Philosophy, Formal Organizations and Entrepreneurship. While attending Trinity, Dennis captained the school's rugby team. In his free time, Dennis enjoys golf, hockey and traveling.

X

Alexis Tsitos

Sr. Director, Enterprise Accounts
Bio

As Sr. Director of Enterprise Accounts, Alexis focuses on expanding our global suite of corporate and enterprise clients. Originally from Australia, Alexis has extensive experience in private banking, specifically in commercial lending. She graduated with a Bachelor of Business majoring in Finance and Economics from The University of Technology Sydney. In her free time, Alexis enjoys cooking and traveling. 

X

Steven LeBlanc

Sr. Client Success Director
Bio

As Sr. Client Success Director, Steven leads the Client Success Team at FINTRX,  responsible for assisting and interacting with our client roster to ensure all questions, concerns and needs are met. Steven is a proud graduate of the University of New Hampshire and enjoys fishing, hiking and spending time outside in his free time. 

X

Kyle Ebbets

Sr. Vice President of Commercial Operations
Bio

As Sr. Vice President of Commercial Operations, Kyle works closely with all members of the business development and client success teams to drive growth and ensure product adoption across all channels. Prior to joining FINTRX, Kyle served as the Director of Strategy at RIA Channel, overseeing all client-facing groups within the organization, including sales, client success, and account directors. He also spent 17 years in various client-facing and leadership roles at Discovery Data, helping to shepherd the organization through multiple private equity and strategic transactions. Kyle is extremely passionate about working closely with clients to ensure their desires are realized.

Kyle lives in Tinton Falls, NJ with his amazing wife, two-year-old daughter and six-month-old son. He is also very involved in the community and volunteers his time both as a firefighter and Chief of the local fire department as well as an EMT on the first aid squad. In his spare time, Kyle enjoys playing golf, spending as much time with his family as possible, and traveling with family and friends.

X

Stephanie Manicioto

Sr. Vice President of Customer Experience
Bio

As Sr. Vice President of Customer Experience, Stephanie works with the Customer Success team to ensure FINTRX's clients achieve maximum value from the product, leading to the successful renewal and expansion of our rapidly growing customer base. Prior to joining FINTRX, Stephanie spent 17 years at Discovery Data as Head of Client Success. She graduated from Monmouth University with a degree in Business Management.

X

Emily Goldman

Vice President of Data & Research
Bio

As Vice President of Data & Research, Emily leads and oversees the FINTRX RIA & Broker Dealer offering and is responsible for delivering value to FINTRX clients through the creation and enhancement of product and data. Emily brings 20 years of industry experience, having most recently managed the data research and operations teams at Discovery Data. She has also held roles at prominent financial services firms, including Lehman Brothers, Barclays, and Goldman Sachs. She holds a Bachelor of Arts in English and a minor in Fine Arts. In her free time, Emily enjoys reading, exercising, and taking her yellow Labrador, Grady, to the beach.

X

Greg Bell

Sr. Director, Enterprise Accounts
Bio

As Sr. Director, Enterprise Accounts, Greg is responsible for managing FINTRX's growing channel of enterprise customers, as well as driving new business revenue in the wider enterprise segment. Greg brings over 20 years of sales leadership and industry experience to the company. He previously served as VP, Enterprise Account Manager at Discovery Data where he oversaw strategic and tactical sales and relationship management for the firm's largest global enterprise clients. Greg has also held roles at prominent financial services firms such as Nuveen, J.P. Morgan, and Evergreen Investments, where he developed a reputation for delivering exceptional client service and driving revenue growth. Greg holds a CIMA certification and earned his B.S. in Finance and Economics from Merrimack College.

X

Brendan Drew

Sr. Director, Data Analytics & Integrations
Bio

As Sr. Director of Data Analytics & Integrations, Brendan plays a pivotal role in managing multiple cross-data initiatives within the FINTRX Data & Research team. He is at the forefront of managing data structure and integrations across our suite of family office and registered investment advisor data intelligence platforms. Brendan is a proud alumnus of the University of South Carolina, where he earned a Bachelor's degree in Integrated Information Technology in 2020. 

X

Jillian Peterson

Head of People Operations
Bio

As Head of People Operations, Jillian serves as a strategic leader responsible for overseeing the organization's Human Resources functions. Before joining FINTRX, she spent seven years leading the HR division at an independent insurance agency. Jillian holds a Bachelor of Arts degree in English Communications from Emmanuel College where she captained the Women's Soccer Team. Jillian is also a Society for Human Resources Certified Professional. In her spare time, she enjoys trips to the beach and spending time with her two children, Chase and Emma, and their Yellow Labrador Retriever, Rudy. 

X

Krassi Loperfido

Director of Finance
Bio

Joining FINTRX as the Director of Finance, Krassi leverages her extensive experience in the SaaS finance domain to drive the company's long-term financial health and growth. Academically, Krassi holds a degree from the Technical University of Sofia and an MBA from Newman University. Before immersing herself in the world of finance, Krassi had a unique journey as a professional basketball player in her native country Bulgaria.

X

Renae Hatcher

Sr. Marketing Associate
Bio

As Sr. Marketing Associate, Renae is responsible for producing in-depth marketing collateral as a means to promote FINTRX and its industry-leading suite of Family Office and Registered Investment Advisor data solutions. Since joining FINTRX in 2019, Renae works to generate traffic and leads for new business opportunities. In 2018, Renae graduated from Westfield State University where she earned a Master’s degree in Public Administration after receiving her Bachelor’s degree in Public and Corporate Communications in 2016. At Westfield State, Renae was a four-year member of the volleyball team.

X

Connor Gallo

Director Sales
Bio

As Director of Strategic Sales at FINTRX, Connor works closely with our Enterprise team on go-to-market strategies. Before joining, Connor spent five years at Upland Analytics, followed by a subsequent five-year stint at Klaviyo as a Sales Leader. During his time there, he built the sales motions that helped take the company to its pre-IPO stage. Originally from Troy, New York, Connor's collegiate years at Union College were marked by his leadership as Captain of the football team while he pursued a degree in Environmental Law. In between Brazil and Boston, Connor spends his time with his wife Kelly and their Bernese Mountain dog, Boone.

X

Tim Kiely 

Director of Sales
Bio

As Director of Sales, Tim works closely with our Commercial sales team to execute go-to-market strategy and drive new business acquisitions. Tim came to FINTRX from the cybersecurity realm, Rapid7 in Boston, where he spent the last 11 years as an individual contributor and a sales leader. He helped to build the sales motion and take a half dozen new products to market as they grew from 150 employees to more than 2,600 during that span. Prior to Rapid7, Tim spent four years in professional baseball as a pitcher in the Los Angeles Angels of Anaheim organization after being drafted from Trinity College in Connecticut. Tim's free time is consumed by his wife Delia, their two daughters Ella & Evie and their six-year-old Boxer, Walter.

X

Madison Pitel 

Sr. Director, Business Development
Bio

As Senior Business Development Director, Madison is dedicated to expanding the FINTRX presence within the global private capital markets and asset management sectors. Madison holds a Bachelor of Science in Finance degree from the Fox School of Business.

X

Elizabeth Moss

Sr. Director, Business Development
Bio

As Senior Business Development Director, Elizabeth is dedicated to expanding the FINTRX presence within the global private capital markets and asset management sectors. Prior to joining FINTRX, she spent 5 years with PitchBook Data in Seattle as a Business Development Manager. Elizabeth holds a Bachelor of Science degree from the University of Colorado, Boulder.

X

David Emala

Director of Business Development
Bio

As Director of Business Development, David is responsible for leading the strategic growth and expansion efforts for FINTRX within the global private capital markets. The Business Development program is focused on identifying market opportunities, driving customer acquisition, and impacting revenue growth. Before joining FINTRX, David spent four years focused on Business Development efforts at a tech enabled services company in the Healthcare space. David holds a Bachelor of Arts degree from The University of North Carolina where he studied Sociology and played Division 1 Lacrosse.

X

Amy Chang

Sr. Data Science Engineer
Bio

As a Sr. Data Science Engineer, Yi Ming Chang, or Amy Chang, conducts techniques in data stretching, cleansing, manipulation, and visualization for the FINTRX platform. Originally from Taiwan, Amy holds an MS in Analytics and Data Science from the University of New Hampshire. In her free time, Amy enjoys exercising, such as running, swimming, and hiking.

X

Ryan Ginsberg

Director, Data Analytics & Integrations
Bio

As Director, Data Analytics & Integrations, Ryan manages FINTRX platform integrations and iterates on data processes to ensure seamless data flows across all client systems. Ryan joins FINTRX after nine years at Discovery Data, where he began on the client success team and spent six years managing client integrations. A Penn State University graduate, Ryan lives in Forked River, NJ with his wife Kelsea, their three children—Elliot, Jaxon, and Madilynn—and their chocolate lab, Moose. The Ginsberg family is passionate about soccer and actively involved with the Lacey Soccer Club, with every member playing, coaching, and volunteering. Outside of soccer, they enjoy their pool, traveling, and supporting Penn State.

X

Guillaume Bose

Head of Operations
Bio

As the Head of Operations, Guillaume leads Sales & Revenue Operations as well as Financial Planning & Analysis for FINTRX. Guillaume is a graduate of Wentworth Institute of Technology where he holds a Bachelor's degree in Business Management and was a member of the Men's Ice Hockey & Golf teams.



X

Christian Connolly

Sr. Business Development Director
Bio

As Senior Business Development Director, Christian spearheads the expansion of our client base, identifies emerging client needs, assists in business negotiations, and reviews key sales and business decisions. He holds a Bachelor's degree in Marketing from Bentley University, where he also played Lacrosse.

X

Peter Tedesco

Business Development Manager
Bio

As a Sales Development Manager, Peter drives FINTRX sales and business development efforts within the global private capital markets. Before joining FINTRX, Peter spent a year and a half at Stax, a global strategy consulting firm. Peter holds a Bachelor of Arts from the University of Maryland where he studied Economics. He was also a 4-year varsity wrestler for the Terrapins.

X

Emery Blackwelder

Product Marketing & Operations Associate
Bio

As a Product Marketing & Operations Associate, Emery analyzes business performance, product messaging and drives growth in client engagement to promote FINTRX and its industry-leading suite of private wealth intel. Emery joined FINTRX in 2022 after two years as the Marketing & Development Coordinator at The Citadel Brigadier Foundation in Charleston, SC. She earned her MBA from the College of Charleston School of Business in 2020 and her Bachelor's degree in Sport Administration from the University of North Carolina at Chapel Hill in 2017. In her free time, she can be found hiking, playing volleyball or pickleball, and cheering on the Tar Heels.

X

Bryan Di Iorio

Sr. Business Development Director
Bio

As the Senior Business Development Director, Bryan is dedicated to expanding the FINTRX presence within the global private capital markets and asset management sectors. With over a decade of experience in the Financial Services industry, Bryan has demonstrated versatility, from Asset Management for independent RIAs and Financial advisors nationwide to establishing his client base and serving as a wealth advisor.

His comprehensive understanding of the industry's retail and institutional aspects enables Bryan to effectively align with our clients' go-to-market strategies, drawing from firsthand encounters with similar challenges. Holding licenses including series 7, series 66, and SEI, Bryan brings a wealth of expertise to his role.

Originally from Bridgewater, New Jersey, Bryan pursued his academic endeavors at High Point University, where he received his Bachelor's Degree in Business and Finance. Currently residing in Boston with his wife Cassie, son Dax, and their dog Teddie, Bryan finds balance in family time and his passions for travel, golf, skiing, hunting and outdoor activities.

X

Joe Sullivan

Sr. Business Development Director
Bio

As a Sr. Business Development Director at FINTRX, Joe focuses on providing sales enablement solutions across institutional finance. Prior to joining FINTRX, Joe was the Director of Capital Markets at BondLink and held senior director roles at 42 North Private Bank and Interactive Brokers. He also worked in sales and trading roles at Natixis Investment Managers and J.P. Morgan Private Bank. Joe has consistently built strong client relationships and delivered innovative solutions in the financial sector. Joe lives in Lincoln, MA, with his wife, three daughters, and six chickens.

X

Colleen Brooks

Sr. Business Development Associate
Bio

As Sr. Business Development Associate, Colleen drives FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Colleen holds a Bachelor's degree in Marketing and Finance from Providence College and is a native of Duxbury, MA. 

X

Brendan Shane

Sr. Client Success Director
Bio

As Sr. Client Success Director, Brendan is responsible for managing and supporting our growing suite of clientele to ensure all questions, concerns and needs are met. Brendan received his undergraduate degree from Endicott College and enjoys hockey, golf and hiking in his spare time.

X

Kyle Arnold

Sr. Business Development Associate
Bio

Kyle joins FINTRX as a Sr. Business Development Associate, tasked with identifying new business leads and increasing our client roster. Kyle graduated from the University of Vermont with degrees in Business, Finance and Economics. 

X

Zach Laramie

Business Development Associate
Bio

As a Business Development Associate, Zach focuses on developing our sales talent and go-to-market initiatives. Before joining FINTRX, Zach enjoyed a successful hockey career and is a proud alumnus of Bryant College, graduating with a degree in Finance.

X

Amy Cafferelli

Onboarding Manager
Bio

As Onboarding Manager, Amy is responsible for overseeing all client accounts, onboarding new users and accurately assessing client needs to facilitate successful adoption of the FINTRX platform. Amy graduated from Lasell University with a degree in Fashion & Retail Merchandising. 

X

Glen Yu

Senior Accountant
Bio

Glen joins FINTRX as a Senior Accountant, responsible for managing and preparing all accounting operations including financial reporting, payment schedules, account reconciliations and more. Glen, a Boston University alumnus with a degree in Hospitality Administration, boasts extensive experience and knowledge in the accounting field.

X

Alex Jacobs

Account Manager
Bio

As an Account Manager, Alex is responsible for ensuring successful client outcomes through the creation of meaningful, long-term relationships. Prior to joining FINTRX, he spent time with Preqin as a Relationship Manager in NYC. Alex is a proud graduate of UMass Amherst where he was the Director of the Isenberg Undergraduate Consulting Group.

X

Jackie Arndt

Client Success Manager
Bio

As a Client Success Manager, Jackie is responsible for managing and supporting our growing suite of clientele. Jackie received her undergraduate degree from the University of Vermont and her master's degree from Boston University. In her spare time, Jackie enjoys camping, reading and playing tennis.

X

Kendall Payne

Business Development Associate
Bio

Kendall joins FINTRX as a Business Development Associate responsible for driving FINTRX sales within the global private wealth markets. She graduated from the University of Kansas with degrees in Strategic Communications, Business and Dance. With four dedicated years of dance at KU under her belt, Kendall now continues her professional dance career with the Boston/Maine Celtics!

X

Sarah Morse

Client Success Manager
Bio

As Client Success Manager, Sarah is responsible for managing our growing suite of clientele, building customer loyalty and ensuring long-term client retention. Sarah graduated from Stonehill College in 2017 where she was a member of the Field Hockey team and graduated with degrees in Economics, Business and Entrepreneurship. 

X

Matt Elliott

Sr. Business Development Associate
Bio

As a Senior Business Development Associate, Matt plays a key role in expanding our network of family office and investment advisor client roster. He holds a Bachelor's degree in Business Management and Finance from Providence College, where he graduated in 2021.

X

Ryan King

Director of Accounts
Bio

As Director of Accounts, Ryan works with the Customer Success and Account Management teams to ensure FINTRX's clients achieve the maximum value from the product, leading to the successful renewal and expansion of our rapidly growing customer base. He graduated from Clark University with a degree in Communications & Culture, and a minor in Management, where he was a captain and four-year starter for the Men's Soccer team.

X

Olivia Thomas

Client Success Manager
Bio

As a Client Success Manager, Olivia is responsible for managing and supporting our growing suite of clientele to ensure all questions, concerns, and needs are met. Olivia received her undergraduate degree from Lehigh University and enjoys running, snowboarding, and soccer in her spare time.

X

Theresa Chiozzi

Sales Enablement Associate
Bio

As a Sales Enablement Associate, Theresa works with leadership to craft and refine sales scripts and strategies, ensuring that all materials are not only engaging but also aligned with our tone and messaging. Theresa's efforts are pivotal in enhancing the effectiveness of the sales team, helping to translate complex financial concepts into compelling content that resonates with diverse audiences throughout the private wealth space. Theresa is a proud graduate of Sacred Heart University, where she graduated with a degree in Psychology. 

X

Kara Pantano

Collections Specialist
Bio

Kara joins the FINTRX Finance team as a Collections Specialist, responsible for managing and driving company revenues. She attended Emerson College and received a Bachelors in Communication Studies, with a minor in Marketing and Health Communications. In addition, she was a 4-year member of the Emerson soccer team and received the female student athlete of the year award in 2012. Kara previously co-owned a small business and has experience in sales, marketing, and finance.

X

Sharah Roy

Research Associate
Bio

As a Research Associate, Sharah contributes to the maintenance, aggregation, and analysis of the comprehensive FINTRX wealth teams data suite, helping to grow and enhance its industry-leading data solutions. She takes pride in understanding the private wealth landscape by providing clients with the FINTRX Family Office & RIA Roundup, a weekly newsletter on current private wealth news, trends and insights. Sharah is a proud graduate of the University of Massachusetts, Amherst, where she holds a degree in economics.

X

Eric Manoukian

Data Research Associate
Bio

As Data Research Associate, Eric assists the Data & Research team by growing and enhancing FINTRX and its industry-leading suite of investment & wealth management data solutions. Eric graduated from Endicott College with a Bachelor of Science in Finance with a minor in Computer Science. There, he played NCAA Division 3 Men's Ice Hockey. In his free time, Eric enjoys golfing and reading and is an advocate for the innovation of blockchain technology.

X

Jialin Guo

Data Scientist
Bio

As a Data Scientist, Jialin leverages advanced techniques in data stretching, cleansing, manipulation, and visualization to ensure the accuracy and usability of the extensive data powering the FINTRX platform, helping to transform raw data into actionable insights. Jialin earned her undergraduate degree in Applied Mathematics from Boston University and her Master's degree in Data Science from Johns Hopkins University.

X

Patrick Galvin

Research Associate
Bio

Patrick joins FINTRX as Research Associate, responsible for the maintenance, aggregation, and analysis of the FINTRX endowments & foundations data suite, helping to grow and enhance its industry-leading data intelligence platform. Patrick is a recent graduate from the University of Massachusetts Amherst, where he studied Finance, alongside a minor in Environmental Science and a certificate in Data Analytics.

X

Alex Park

Data Integrations Associate
Bio

Alex joins the FINTRX team as a Data Integrations Associate, where he works cross-functionally within the organization to implement FINTRX client platform integrations and iterate on data processes. He is a proud graduate of Boston College, where he received a bachelor's degree in computer science, and a minor in marketing in 2024. Before joining FINTRX, Alex spent time interning with True Ventures, Amazon, and Amazon Web Services.

X

Joseph Gioffre

Account Manager
Bio

As an Account Manager, Joe is responsible for managing and overseeing our expanding roster of clients. Joe earned degrees in Business Management, Marketing and Related Support Services from Roger Williams University.

X

Kevin Clare

Account Manager
Bio

As an Account Manager, Kevin is responsible for building relationships with clients and driving revenue growth. Prior to joining FINTRX, Kevin spent time as a Financial Advisor at Morgan Stanley. An Illinois native, Kevin is a proud alumnus of  Salve Regina University, where he received a degree in Business Administration. 

X

Xiangliang Tom Xu

Sales Data Science Analyst
Bio

As Sales Data Science Analyst, Tom is responsible for analyzing sales metrics, interpreting data results and developing forecasts for our growing sales team at FINTRX. Tom graduated from the University of Connecticut in 2021 before receiving a Master's degree in Econometrics from Boston College in May 2023. 

X

Bailey O'Leary

Business Development Associate
Bio

Bailey joins FINTRX as a Business Development Associate, responsible for identifying and nurturing new business opportunities, fostering relationships with potential clients and driving growth through effective sales strategies. Bailey earned his degree in Sales & Business from High Point University. An avid fisherman, he spends his weekends at Boston Harbor, reeling in striped bass.

X

Isaiah Cashwell-Doe

Business Development Associate
Bio

As a Business Development Associate, Isaiah drives FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Isaiah holds a Bachelor of Science from Springfield College where he studied Psychology & Business Management. While at Springfield, Isaiah was a 4-year letterman in football.

X

Sarissa Fazio

Business Development Associate
Bio

Sarissa joins FINTRX as a Business Development Associate, responsible for growing our family office and registered investment advisor client roster. Sarissa  graduated from Suffolk University with a Bachelor's degree in Business Administration & Finance and enjoys long hikes with her dog in her spare time. 

X

Henry Giordano

Business Development Associate
Bio

As a Business Development Associate, Henry drives FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Henry graduated from St. Lawrence University with a dual concentration in Business and Psychology. 

X

Austin Aviza

Business Development Associate
Bio

As a Business Development Associate, Austin is responsible for identifying and nurturing new business opportunities, fostering relationships with potential clients and driving growth through effective sales strategies. Austin majored in Economics and minored in Business Administration at the University of Connecticut where he was a standout soccer player. Austin also played soccer at Syracuse University before transferring to UConn and was drafted to play professional soccer.

X

Makayla Houniet

Sr. Business Development Analyst
Bio

In her role as Sr. Business Development Analyst, Makayla propels the sales and business growth of FINTRX within the global private capital markets. Makayla is an alumnus of RMIT University, where she earned a Bachelor's degree in Business Administration, specializing in International Business.

X

Sam Kelly

Business Development Analyst
Bio

Sam joins FINTRX as a Business Development Analyst, responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Sam is a proud alumnus of High Point University where he holds a degree in Business Administration. 

X

Erin Lively

Business Development Analyst
Bio

Erin joins FINTRX as a Business Development Analyst, responsible for driving FINTRX sales and business development efforts within the global private capital markets. Erin holds a Bachelor's degree in Business Administration from the University of Richmond, complemented by a minor in History.

X

Liam Walsh

Business Development Analyst
Bio

Liam Walsh joins FINTRX as a Business Development Analyst, responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Liam is a proud graduate of Bryant University, where he holds a degree in Marketing as well as minors in Law and History. At his time there, he was on the Club Hockey team. Outside of the office, you can find Liam in the water surfing or playing golf.

X

Reid Gesualdi

Business Development Analyst
Bio

Reid Gesualdi joins FINTRX as a Business Development Analyst, responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Reid is a proud graduate of Gettysburg College, where he holds a degree in Organizational Management Studies.

X

Victor Gamberoni

Business Development Analyst
Bio

As a Business Development Analyst, Victor is responsible for driving FINTRX sales and business development efforts within the global capital markets and asset management spaces. Victor earned degrees in Economics and Business from St. Lawrence University, where he was a 3-year member of the football team.

X

Josh Bohn

Business Development Analyst
Bio

Josh joins FINTRX as a Business Development Analyst, responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Josh is a proud graduate of Denison University, where he holds a degree in Financial Economics.

X

John Canal

Business Development Analyst
Bio

John joins FINTRX as a Business Development Analyst, responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. John is a proud graduate of Salve Regina University, where he holds a Masters Degree in Business Administration.

X

Liz Lehane

Business Development Analyst
Bio

Liz joins FINTRX as a Business Development Analyst, responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Liz is a proud graduate of the Providence College, where she holds a BS in Marketing and Finance.

X

Colm McDonald

Business Development Analyst
Bio

As a Business Development Analyst, Colm is responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Colm earned his Bachelor's degree in Finance and Marketing from Loyola University Maryland and enjoys being outside and keeping active in his free time.

X

Maggie Kleinsmith

Business Development Analyst
Bio

Maggie joins FINTRX as a Business Development Analyst, responsible for driving FINTRX sales and business development efforts within global private capital markets. Maggie is a former Division 1 swimmer and proud Villanova University alumni, where she holds both a Bachelor's degree in Communications and a Master’s of Science in Finance.

X

Liam Foley

Business Development Analyst
Bio

As a Business Development Analyst, Liam drives FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Liam graduated from Gettysburg College with a degree in Business, Organization, and Management Studies and was a four-year member of the men's Lacrosse team.

X

Troy Galarneau

Business Development Analyst
Bio

As a Business Development Analyst, Troy is responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Troy is a proud graduate of The University of Maine, where he holds a Bachelor's degree in Financial Economics.

X

Max Horton

Business Development Analyst
Bio

Max joins FINTRX as a Business Development Analyst, responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Max is a recent graduate of Providence College.

X

Steven Dhooge

Business Development Analyst
Bio

As a Business Development Analyst, Steve is responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Steve is a proud graduate of Salve Regina University of Newport, RI where he holds a Bachelor's degree in Business Administration.

X

Olivia Giacalone

Business Development Analyst
Bio

Olivia joins FINTRX as a Business Development Analyst, responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Olivia is a proud graduate of the Providence College, where she holds a BS in Business Management.

X

Spencer Walnista

Business Development Analyst
Bio

As a Business Development Analyst, Spencer is responsible for driving FINTRX sales and business development efforts within the global private capital markets and asset management spaces. Spencer earned his Bachelor's degree in Finance from Fairfield University.

X

Matias Prado

Sr. Full Stack Engineer
Bio

Matias Prado is a full-stack developer and esteemed member of the FINTRX engineering team. Matias focuses on Ruby on Rails and JavaScript development. Prior to joining FINTRX, Matias has spent time at Keecon, Duetto, and Infor.

X

Sebastian Baillet

Sr. Software Engineer
Bio

Sebastion joins FINTRX as a Sr. Software Engineer with a demonstrated history of scaling full stack software applications in the data sector. "Seba" brings experience in Scrum, SQL, PHP, Agile Methodologies, and jQuery. Sebastion earned a degree in Engineering Informatics from the University of Buenos Aires.

X

Facundo Tzoymaher

Full Stack Software Engineer
Bio

Facundo joins FINTRX as a Full-Stack Software Engineer and has multiple years of experience in designing, developing, and testing user interfaces, backend systems, Web Services, APIs, and DBs. Facundo received a Systems Analyst degree from ORT Argentina. 

X

Federico Elizalde

Sr. Software Engineer
Bio

Federico joins FINTRX as a Sr. Software Engineer with a demonstrated history of scaling full stack software applications in the data sector . "Fed" features 9+ years experience in an array of big data applications and functions and artificial intelligence, focused on scalable and intuitive solutions across both the front and backend. Federico earned a degree in Systems Engineering and Computer Science from the Universidad Nacional del Centro de la Provincia de Buenos Aires

X

Francisco Mariano Bravo

Full Stack Software Engineer
Bio

Francisco joins FINTRX as a Full Stack Software Engineer with a demonstrated history of scaling software applications in the data sector. "Fran" features 6+ years of experience in an array of data and software applications. Francisco earned a degree in Systems Engineering and Computer Science from the Education
Universidad Tecnológica Nacional, and currently works out of the Buenos Aires FINTRX HQ. 

X

Dario Coronel

Sr. Full Stack Engineer
Bio

Dario joins FINTRX as a Senior Full Stack Engineer and has multiple years of experience designing and implementing software solutions across several layers of the technology stack, from database and backend logic to the frontend interface. Dario received an Electronics Engineering degree from the National University of La Matanza.

X

Patricio Sticco

Full Stack Engineer
Bio

Patricio joins FINTRX as a Full Stack Engineer with a demonstrated history of scaling software applications in the data sector. He is responsible for designing, developing and testing user interfaces, backend systems and APIs, among others. Patricio is currently pursuing his Computer Science degree at the University of Buenos Aires, Argentina.

X

Nicolas Leguizamon

Full Stack Software Engineer
Bio

Nicolas joins FINTRX as a Full Stack Software Engineer, bringing with him numerous years of experience in designing, deploying and testing user interfaces, backend systems, Web Services, APIs and databases. Nicolas received a Systems Engineering degree from The National University of Central Buenos Aires, Argentina. 

X

Raman Verma

Front End Software Engineer
Bio

Raman Verma serves as a front-end software engineer for FINTRX. Joining the team in early 2018, Raman focuses on front-end development and marketing collateral. Raman has a flair for smooth and user-friendly designs, matched with an agile approach to his work. Prior to joining the FINTRX team, Raman served as a Senior Software Engineer at SkyWaltz Labs and Unique Coderz. Raman holds a BS in Computer Science from AS Sec School, as well as a Master of Computer Science degree from RIMT. In addition, Raman holds HubSpot certifications in inbound marketing, sales, and HUBL Design.

X

Rushi Yogar

UI/UX Design Consultant
Bio

Rushi Yogar serves as UI/UX design consultant for the FINTRX team. Rushi has a creative eye and flair for solving complex UX challenges through user journeys, wire-frames & interactive prototyping. Breaking free from usual design protocols with the goal of making people fall in love with the product they are using.

X
X

Interested in learning more about joining our growing team?