Michael Carvin

Chief Executive Officer & Co-Founder

mcarvin@smartasset.com

Charles Nerbak

Manager of Bus Dev

cnerbak@smartasset.com

Jason Baron

Senior Sales Dir

jbaron@smartasset.com

Michael Rosenberg

Sales Manager

mrosenberg@smartasset.com

Justin Boults

Sales Dir

jboults@smartasset.com

Philip Camilleri

Co-Founder

pcamilleri@smartasset.com

Dave Frisone

Chief Revenue Officer

dfrisone@smartasset.com

Shahan Cohen

Sr. Dir of Sales Operations

scohen@smartasset.com

Richard Perez

Senior Sales Executive, Financial Advisor Partnerships

rperez@smartasset.com

Steve Wolf

Enterprise Sales Dir

swolf@smartasset.com

Mihir Apte

VP of Bus Dev

mapte@smartasset.com

John Sorrell

Dir of Bus Dev

jsorrell@smartasset.com

Suzanne McNamee

Senior VP of Sales

smcnamee@smartasset.com