Chief Executive Officer

Richard Green joined WealthEngine from Roubini Global Economics where he was CEO. Prior to that, Richard served as COO and CFO of Roubini, which he joined during its startup phase in 2006. He was instrumental in leading the company’s global expansion. Richard is a Chartered Accountant in England and Wales… Read More

SVP, 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 SVP, Sales, Adam is passionate about helping organizations reduce the cost to raise a dollar. Adam has been WealthEngine for four years and has been… Read More

Chief of Staff

Lori  Kohn is the Chief of Staff at WealthEngine. Prior to joining, she was a Principal Human Capital Consultant at TriNet, a PEO, where she provided HR guidance to companies with 1 to 500 employees. Lori spent 7 years as the Director of HR and Administration at Roubini Global Economics,… Read More

VP, Revenue Operations

When Khris was in the 5th grade, he realized he could make a profit by selling candy to my classmates by undercutting the school vending machine – and he was sold. Since then, he has been focused on finding win-win outcomes for his customers and putting their goals first. Sales… Read More

VP, Renewal Sales

As the Vice President of Renewal Sales, Katerina brings over 12 years of experience working for WealthEngine, previously working with non-profit clients on the sales side to assist them in maximizing their WE solutions. In her current role, she is focused on the client-end of the business, leveraging her experience… Read More

VP and Head of Technology

Shuh Miin Lim is VP and Head of Technology for WealthEngine. He has over 20 years of experience across multiple domains, including Digital Marketing, Telecommunications, Voice over IP, and Embedded System. Shuh Miin joined WealthEngine from Experian, where he was a Head of Development, responsible for the product development team… Read More

VP, Marketing & Communications

As Vice President of Marketing & Communications for WealthEngine, Michael oversees a global marketing strategy that elevates the understanding of WealthEngine’s unique value proposition, drives business development, and increases client retention. Michael has over 15 years of experience developing go-to-market strategy for both business-to-business and business-to-consumer focused organizations, with an… 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

Director, Engineering

Based out of WealthEngine’s Bangalore office, Abhishek Sharma serves as Director of Engineering. An accomplished professional with 17+ years of experience, Abhishek manages the engineering team in India. He has built high-end technology solutions and high-performance teams for various corporations in the past. Abhishek started his career as a developer… Read More

Director, Nonprofit Client Engagement

Eric serves as the Director of Nonprofit Client Engagement, overseeing the professional services department and focuses on successful usage, service delivery and strategic growth for WealthEngine’s nonprofit clients. A WealthEngine team member since 2010, Eric, along with our engagement managers, provide fundraising intelligence through data driven consulting, analytics and predictive… Read More

Head of Customer Analytics

Akshatha serves as the Head of Customer Analytics overseeing teams in WealthEngine’s Bangalore office. She empowers customer growth and retention in addition to supporting business development efforts. Akshatha brings 14+ years of experience in customer growth and engagement, working at FTSE 100 companies across North America, Europe, and Asia. She… Read More