WHO WE ARE
Our Leadership Team
SUCCESS PARTNERS
Experts committed to your success.
Our leadership team brings a wealth of experience from top financial institutions and the insurance industry. They’re truly passionate about helping our partners, and their customers succeed, using data and top-quality products to create measurable impact.
Our Leadership Team
leadership
Connect with our team.
Andrea Heger
President and CEO
Preston Porter
Executive Vice President (EVP) , CFO, and COO
Jedd Taylor
SVP and Chief Marketing Officer (CMO)
Leah McCreary
Group Vice President, Human Resources
Adam Rosenberg
Group Vice President, Legal and General Counsel
Kim Arvizu
Group Vice President, Operations
Dawn Goldbacher
Group Vice President, Marketing Strategy and Growth
Erik Koenig
Group Vice President, Franklin Madison Direct
SALES LEADERS
Connect with our channel leaders.
Dan Bonano
Vice President
Bank Channel Strategy
Stephen King
Vice President,
Credit Union Strategy
Erin Allen
Vice President,
Enterprise/Affinity Partner Strategy