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Katie Bluth is an accomplished entrepreneur, Salesforce consultant, and business architect with a consistent track record of delivering successful implementations for enterprise and nonprofit clients. She has more than 15 years of experience supporting global businesses and nonprofits. With an extensive background in cloud solutions and process engineering, Katie works with C-level executives to solve difficult business problems through the creative use of technology.

Katie Bluth

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Jon Bluth is an expert in financial services technology, mobile, and user-centered design. With extensive strategic product management experience and a passion for emerging technologies, his products and insights have received industry coverage in the Journal of Financial Planning, Financial Advisor Magazine, FP Magazine and Investment News, and have been featured in numerous analyst reports on emerging and disruptive technology from Aité, Celent, Gartner, Tower Group, and others.

Jon Bluth
Chief Operating Officer

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