pv-boccasam-bio02.jpg
CEO

PV stands for transformational and ethical leadership.  PV’s experience encompasses being an early-stage entrepreneur, venture capitalist, and an advisor to mid-market private-equity backed companies over the last two decades. He currently serves as the CEO and the board of WealthEngine. PV serves on a public board as an independent director at Appian… Read More

CFO

Bob serves as CFO at WealthEngine and is a well-known senior executive for Washington area tech high-growth companies. Prior to WealthEngine, Bob was CFO at companies such as UrbanStems, Optoro, and Clarabridge – all PE-backed software brands in the region. He has raised over $400M in equity and debt financing… Read More

President

Prag (Pragnesh) Shah brings over 25 years of diverse sales, marketing, operations and innovation leadership to WealthEngine and our clients. As our President of the Nonprofit division he oversees continued growth and customer experience of several thousand clients across a wide range of advocacy organizations, universities, hospitals, and museums. Prag… Read More

EVP, Customer Growth

Raj Khera serves as Executive Vice President, overseeing customer growth. In his role, he works across our teams to create more value for customers. Raj is a past CEO and Co-founder of two multimillion-dollar SaaS businesses, GovCon and MailerMailer. Both businesses were acquired by public companies in 1999 and 2017,… Read More

SVP, Marketing

Julie is an industry leader with more than 25 years of experience marketing B2B offerings primarily in the hi-tech space. As VP of Marketing, Julie takes an integrated approach with a strong sense of brand to all marketing activities from raising awareness to filling the funnel to nurturing opportunities. She… Read More

VP, Product Marketing

Manmohan ‘Mac’ Gupta brings over 20 years of experience in the enterprise software industry, including 15+ years in marketing management and leadership. As VP of Product Marketing at WealthEngine, Manmohan champions WealthEngine’s unique value proposition to customers in both non-profit and commercial sectors. He is passionate about understanding customer use… Read More

elizabeth-schiffmann-bio01.jpg
VP, Product Management

Elizabeth found her interest in product management at WealthEngine. As VP of Products, Elizabeth enjoys working with the product, UX, and technology teams to improve client offerings and focus on innovation. It serves her role well that she’s worked in several other areas at WealthEngine which help her work with… Read More

VP, Engineering

Prashant has more than 20 years of technology leadership experience in managing global R&D teams in healthcare, higher education, and property management verticals. In his role, Prashant leads R&D: product development, quality assurance, DevOps, security, and data science. Previously, Prashant was Director of Software Development at Ellucian where he was… Read More

VP, Nonprofit Sales

Adam has nearly 15 years of experience working in the non-profit space throughout multiple departments including Advancement, Major Gifts, Prospect Research. In his role as VP, Nonprofit Sales, Adam is passionate about helping organizations reduce the cost to raise a dollar. Adam has been WealthEngine for four years and has… Read More

josh-vichness-bio01.jpg
VP, Customer Success

As VP, Customer Success, Josh Vichness is proud to lead the energetic team entrusted with client support and communication that is not only key to our clients’ success, but is at the heart of WealthEngine’s Core Values. Josh brings nearly two decades of support experience to WealthEngine, having managed teams… Read More

VP, Finance

Shikha has worked in finance for over 16 years. She is a WealthEngine veteran who has been with us for about 8 years. In her role, Shikha oversees all things finance. She is known to run a tight ship along with her proficiency with financial statements, payroll management and financial… Read More

General Counsel

Ashima comes to WealthEngine with well-rounded legal experience consisting of commercial litigation and as in-house counsel for companies across various different industries. Previously, Ashima was Senior Counsel at comScore, Inc., where she was part of the legal department that won the Association of Corporate Counsel’s 2018 Outstanding Law Department award… Read More