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 and holds a membership with the American Institute of Certified Public Accountants.
He is based in the company’s New York office.
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.
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, an economic consulting firm, where she helped to grow the company from 8 employees to over 100.
She helped build teams at MessageLabs, an email security firm, and at OppenheimerFunds, a mutual fund company. Lori attended Columbia University’s School of Social Work and American University in Washington, D.C. She is based in the company’s New York office.
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.
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.
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 in Kuala Lumpur Global Development Centre and part of the site management team.
Prior to that, he was the Software Development Manager and Program Manager in Mahindra Satyam, in charge of the software development department and a solution architecture team to support business development. Shuh Miin is based in the company’s Kuala Lumpur office.
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 emphasis on corporate communications, brand awareness, thought leadership, product/executive positioning, and reputation management.
Prior to joining WealthEngine, he held senior roles in the corporate communications practices of HL Group and Rubenstein, working with a diverse roster of clients including Crate & Barrel, ING Real Estate Finance, London Business School, Tanger Outlets, Quinn Emanuel, Flextronics, and Campbell’s.
Michael holds a MA in public communication from American University and a BA in English literature and journalism from the University at Albany, SUNY.
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.
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.
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 modeling. His leadership, in implementing evidenced-based solutions, equips organizations to identify and prioritize the right people for the right purpose.
Guided by a moral mandate toward the “least of these” and the economic imperative of equipping the next generation, Eric previously worked within the nonprofit community, driving dramatic organizational growth. For nearly 10 years, he put into practice strategies that addressed a wide variety of challenges and opportunities; from replicating inner-city learning centers as Executive Director of the Darrell Green Youth Life Foundation to the development of an US/UK exchange program for at-risk youth with Communities In Schools Inc., the nation’s largest stay-in-school program.
A native Southern Californian, Eric has been on the east coast (Washington DC and now upstate New York) for much of his career. While earning a BA in Sports Journalism from USC, he garnered All-America honors as a pole vaulter for the Trojans’ track team. Later, Eric went on to earn a MA degree from UCLA. Today, as a self-described data geek, Eric loves to read books on big data, analytics and statistics (seriously), while cheering on his three college age daughters, as they go about changing the world.