PV stands for Transformational Executive Leadership, Trusted Strategic & Operational Navigation, and Active Board Directorship. His 20 plus years in business have resulted in a unique background, comprised of expertise in structured enterprises, start-ups and PE/VC firms. PV is passionate about propelling the success of WealthEngine and our customers! He… Read More


Leo is an entrepreneur and technology leader who comes from 20 years of experience. Through the course of his career, Leo has co-founded three technology start-ups, two of which were acquired by publicly traded companies. He now heads up the technology team at WealthEngine where he focuses on big data… Read More

President, Commercial Sales

Patrick is a senior executive with over 25 years of experience in various roles- management consultant, entrepreneur, angel investor, executive advisor and board member. Patrick heads WealthEngine’s Professional Services team to ensure that clients receive outstanding customer experiences and measurable ROI. In his career, he has helped build several successful… Read More

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President, Nonprofit Markets

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

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VP, Finance

Shikha has worked in finance for over 16 years. She is a WE 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

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

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VP, 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

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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