Leadership

Meet the leaders shaping the future of financial automation. Discover the expertise and passion that power our dedication to our customers' success.

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René Lacerte
CEO and Founder
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Eric Chan
Chief Technology Officer
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Mike Cieri
Chief Product Officer
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Bobbie Grafeld
Chief People Officer
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Rohini Jain
Chief Financial Officer
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Jonathan Leaf
Chief Revenue Officer
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John Rettig
Chief Strategy and Transformation Officer 
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Board of Directors

René Lacerte
Chief Executive Officer
Aida Álvarez
Former Administrator,
U.S. Small Business Administration
Natalie Derse
CFO, Gen Digital
Peter Feld
Managing Member, Portfolio Manager and Head of Research, Starboard Value LP
Keri Gohman
Board Member and Advisor, CARET
David Hornik
General Partner, August Capital
General Partner, Lobby Capital
Beth Johnson
Former Vice Chair and Chief Experience Officer, Citizens Financial Group
Lee Kirkpatrick
Former CFO, Twilio
Allie Kline
Partner, Ethos Capital
Allison Mnookin
Former Software Executive;
Senior Lecturer at Harvard Business School
Tina Chan Reich
Former SVP and Chief Credit Officer, American Express
Dan Wernikoff
Former CEO, LegalZoom.com, Inc.;
Former EVP & GM, Intuit