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Executive Management

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Executive Management

Portrait

Kelly Rodriques, CHIEF EXECUTIVE OFFICER

26+ years investing in and building financial services companies; former CEO at PENSCO (acq. NASDAQ: OPB), Totality (acq. NYSE: VZ) and NOVO (acq. EPA:PUB)..

Portrait

Jose Cobos, CHIEF OPERATING OFFICER

24+ years leading operations; former Head of Tech Capital Markets at NYSE, Head of Internet and Digital Media Investment Banking at Cowen and Piper Jaffray, and Navy SEAL Officer.

Portrait

Mark Lee, CHIEF FINANCIAL OFFICER

35+ years in financial business strategy and operations; former COO PENSCO Trust Company, CFO Stanford Management Company, Group CFO Charles Schwab, additional roles Goldman Sachs, Barclays Global Investors.

Portrait

Jennifer Phillips, SVP, HEAD OF CAPITAL MARKETS, PRESIDENT OF FORGE MARKETS

20 years scaling tech in the secondary markets space; former President of SharesPost Financial Corp., additional roles Silver Lake Waterman, New Evolution Ventures, Jefferies & Co. and Merrill Lynch.

Portrait

Nick Grabowski, CHIEF TECHNOLOGY OFFICER

22+ years building technology to enable growth; former CTO of SharesPost, VP of Application Architecture and R&D at Charles Schwab, tech lead at Yola.com and Ebates.

Portrait

Norbert Ngethe, SVP, HEAD OF LEGAL

13+ years in corporate law with unique transactional and structuring experience in the pre-IPO market; former corp. attorney at Mintz Levin, Skadden Arps, and others.

Portrait

Megan Hanley, CHIEF MARKETING OFFICER

29+ years creating customer and enterprise value & building successful brands through marketing; former CMO at Freedom Financial Network and ShopRunner, additional leadership roles at Microsoft, Helix and Esurance.

Portrait

Shriram Bhashyam, SVP, BUSINESS DEVELOPMENT

19+ years in capital markets and creating disruption in fintech; former co-founder and Chief Strategy Officer of EquityZen, Entrepreneur in Residence at Citi Ventures, securities attorney, and bond trader; TechCrunch Contributor.

Portrait

Vidya Eashwer, SVP, HEAD OF DATA

18+ years creating and executing innovative fintech technology strategy; former Head of Technology, Edge Systems, at Intercontinental Exchange, and Managing Director of IT at the New York Stock Exchange managing international teams.

Portrait

Jason Higgins, SVP, HEAD OF CORPORATE DEVELOPMENT

20+ years in corporate development and mergers and acquisitions; former Vice President of Corporate Development at Allscripts with leadership positions at McKesson, Blue Shield of CA and Genentech.

Portrait

Patrick Hughes, SVP, HEAD OF BUSINESS DEVELOPMENT

30+ years of market expertise in asset management and investing; former President of PENSCO Trust Company with leadership positions at Franklin Templeton, BNY Mellon and Financial Engines.

Portrait

Adrian Ivanov, SVP, HEAD OF FORGE COMPANY SOLUTIONS

25+ years in enterprise software sales and operations; former founding executive team member and CCO at FinancialForce; additional senior leadership roles at Algolia, SmartRecruiters and Oracle

Portrait

Anne Mueller, SVP, HEAD OF PEOPLE

24+ years in fintech HR leadership; former Head of Human Resources for Conifer Securities, PENSCO and mFoundry, Inc.

Portrait

Lindsay Riddell, SVP, HEAD OF GLOBAL COMMUNICATIONS

20+ years executive and corporate communications at leading tech companies; former SVP Corporate & Executive Comms at Hotwire Global, former business journalist for San Francisco Business Times, Silicon Valley Business Journal and others.

Portrait

Drew Sievers, SVP, PRESIDENT OF FORGE TRUST

30+ years investing in and building financial technology companies; former CEO and Board Chair at Harvest Savings & Wealth Technologies (acq. NYSE: ENV), Managing Partner at Operative Capital, CEO and co-founder mFoundry (acq. NYSE: FIS).

Portrait

Roanne Lee, SVP, HEAD OF GROWTH MARKETING

10+ years building go-to-market strategy for enterprise brands, leading growth teams across acquisition channels; former CRM, Paid Media, Analytics leader at Media.Monks (MightyHive acq. by LON:SFOR), fund of funds manager at Cintrifuse, board member at Venture for America.

IR Contact

Dominic Paschel

IR@forgeglobal.com

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