PV Bóccasam

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 Corporation (NASDAQ: APPN).

PV started his career at Microsoft in 1990s. He co-founded Entevo in 1997, which was acquired by BindView/Symantec in 2001. PV then founded Approva in 2002 which was sold to Infor/Lawson in 2011. PV co-founded ClearStandards in 2007 that was acquired by SAP in 2009. PV has been a General Partner at Novak Biddle Venture Partners, a $600M early-stage, top-quartile technology fund, since 2009.

With a keen interest in constant learning, personal growth and mentorship, he is active both in his local community and investing in entrepreneurship. PV is Chairman and co-owner of CommuniKids, a leading language immersion preschool since 2003. He serves on the University of Maryland’s Computer, Mathematics, and Natural Science (CMNS) Board of Visitors and as well as the Dingman Center of Entrepreneurship. PV is the founder of Pratham (DC-Chapter), India’s largest NGO focused on interventional education. He was former President of TiE-DC. PV has invested in several startups both in the US and India.

PV has a Bachelors in Computer Science from the University of Pune and has executive management certificates from MIT Sloan School of Management.

PV is fan of latin Jazz, adventure travel, and admires Nelson Mandela for his deep sense of forgiveness and reconciliation. PV believes that the world can be uplifted through the universal language of laughter.

Raj Khera

Raj Khera serves as EVP and Chief Marketing Officer where he helps to create more value for customers through thought leadership, education and product enhancements.

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, respectively. He is a proven leader in growing B2B SaaS companies using scalable demand generation strategies, SEO (search engine optimization), content marketing, and channel partnerships. Raj is also is the author of the #1 marketing bestseller, The IT Marketing Crash Course.

Raj earned his B.S. and M.S. degrees in electrical engineering from the University of Maryland, College Park, where he also serves on the board. He worked as electronics engineer for the U.S. government before starting his entrepreneurial career. Raj was appointed by former Maryland Governor O’Malley to the Maryland Economic Development Commission where he served from 2011-2014.

He is passionate about supporting higher education, he volunteers his time at the University of Maryland and local secondary schools to help students learn about entrepreneurship. An avid musician, Raj was the drummer (and occasional guitarist) for a DC-based Bollywood band. He gave up his drumsticks to be a soccer coach and personal chauffeur for his kids while building his companies.

Elizabeth Schiffmann Orzechowski

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 cross-functional groups throughout the company to collect feedback and develop product innovations that will assist customers in providing the best research tools to execute their fundraising and marketing strategies.

During her time at WealthEngine, Elizabeth has worked in product management, as Director of Customer Care, within marketing as a Marketing Specialist generating thought leadership for customers, as product marketing and within customer service. Her career at WealthEngine started in Customer Service in 2008. Through the years she’s worn many hats which help her understand the intricacies of our products and the use cases of our customers.

Prior to joining WealthEngine, Elizabeth worked in fundraising, development and special events for a political think tank in Washington, D.C. She also worked in residential real estate sales, and fundraising on a congressional campaign in her home state of Massachusetts. She earned her BA in English and Political Science with a minor in Business from University of Vermont where she was also a member of the women’s varsity crew team and held positions on the board as Team President and Head of Alumni Affairs, etc.

As an animal lover who has a golden retriever she and her husband rescued, Elizabeth is a board member of MCPAW, Montgomery County Partners for Well-being that works to support the needs of the country and the facility within Montgomery County. Additionally, she serves as junior council member of Children’s National Health System.

When she’s not working, Elizabeth loves exploring new places. On her next vacation, she would like to travel to Thailand as she is amazed by its beauty and culture. She is inspired by her mother who came from a humble background but educated herself and eventually built a successful real estate business. She would love to pass the inspiration on to young adults by providing career guidance on how to find their path based on their interests.

Adam Tiberian

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 charged with developing the organization’s nonprofit LOB from infancy to eventually working with over 1,200 nonprofit organizations across the country. His guidance on utilizing different vehicles to deliver the right message to the right audience has helped organizations not only achieve their goals but also exceed them.

Adam is based out of Charleston, SC and is a graduate of the University of Florida. He has a passion for the higher education sector, where he helps clients connect with donors who are not only most capable of giving but also most likely to make a donation. In addition to higher education, Adam is also interested in supporting causes that aid veterans. In his spare time, Adam volunteers at Sullivan’s Island Beach Sweep.

Given the opportunity to buy a round of drinks at happy hour, Adam would buy Irish Car Bombs, the unofficial WealthEngine drink! An advocate of tolerance, Adam believes that the ability to have discussions and accept other points of view can save the world.

Katerina Lauer

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 to support existing client’s experience. Katerina is dedicated to the strong partnership between WealthEngine and our clients, and excited about the new advancements begin made in data-analytics. She looks forward to helping our clients make the most of their services as WealthEngine continues to grow. Katerina currently lives in Charleston, SC with her husband and 2 children, enjoying the warm weather and trying to find time to pick up her knitting.

Shikha Akolo

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 analysis.

Shikha has previously served in a leadership position as controller at WealthEngine. She is an alumnus of Virginia Commonwealth University, where she graduated Magna Cum Laude with a BSC in Applied Mathematics. Shikha also holds additional certifications in accounting and financial management.

Given a chance to save the world Shikha would turn into Cupid and use love darts to eliminate hatred. Shikha also has a passion for causes that help underprivileged children.

When she is not at work, Shikha likes to read and spend time with her 7-year-old. The last book she read was Born a Crime by Trevor Noah. On her next vacation, Shikha would like to travel to India to show her husband and son where she grew up.

Khris Fenton

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 has been (and likely always will) be his job, and he’s on a crusade to change the pre-conceived notions that people have of salespeople.

As his career has matured into selling to large companies, he has become fascinated with learning about how different businesses thrive (or survive) – so that he can not only help his clients investigate business cases/concepts, but also use his learnings as a future founder.

On the personal side, he’s a lifelong fan of underperforming playoff teams (Atlanta Braves, Dallas Cowboys, Washington Capitals), the dad of a Golden Retriever named Chipper, and husband to an amazing wife. He prides himself on being transparent, (brutally and tactfully) honest, and logical.

Daniella Perlman

Daniella serves as the Director of Client Engagement overseeing the professional services department and focuses on successful usage, service delivery and strategic growth for WealthEngine clients.

Daniella comes to WealthEngine with experience in brand marketing with 10+ years managing iconic lifestyle/premium brands including Campari, Santa Margherita, Smithsonian, Sheraton & Fortune Magazine as well as niche challenger brands. She has been responsible for multimillion-dollar marketing
budgets to drive revenue-generating campaigns. She has also delivered double-digit sales growth year after year with innovative brand strategies while collaborating with cross-functional teams. Daniella holds an MBA from Northwestern University’s Kellogg School of Management.

Daniella is a music enthusiast and serves as a board member of the DC Youth Orchestra Program which provides extensive classical music education to diverse students across the DC metro area. She is a proud native New Yorker, however enjoys her new life in the DC area with her husband.

Abhishek Sharma

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 with IBM. He has also worked with companies such as  Goldman Sachs, Yodlee, and Quintype before founding his own firm called Techzaar.

Abhishek has a Bachelor’s degree in Electronics & communication from RV College of Engineering, Bangalore and an Executive General Management degree from the prestigious Indian Institute of Management, Bangalore. He has served clients across multiple industries including telecom, automotive, healthcare, consumer goods, investment banking, and publishing in leadership positions through the course of his career. A keen observer and an analytics enthusiast, he loves to read and play outdoor games with his kids in his free time.

Akshatha Ramanathan

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 has started, scaled, and led high-revenue businesses with a product-first and customer-centric approach. Akshatha began her career in management consulting at PwC, New York and later worked at B2B SaaS companies in Europe, including Medallia in London. She is an engineer by training and holds a masters degree from Carnegie Mellon University.

Having lived on three different continents, she likes to explore new cultures and ways of life. Baking and off-the-beaten-path travel are some of her interests (a trip to Burma being most memorable). She now travels along with her husband and toddler. While she is learning the balancing act, she is passionate about encouraging women to continue to work while pursuing their passions and family.