Ridgeline is fortunate to be led by visionaries who have spent their careers applying technology, creativity, and passion to solve difficult problems for business professionals.
Founder and CEO
Dave’s distinguished career in business software spans more than five decades. He has founded or co-founded six enterprise software companies, including the world-class public companies PeopleSoft and Workday. Each delivered software and technology ahead of its time to benefit businesses and institutions across the globe. Dave was an early adopter of core values and the belief that happy employees lead to happy customers.
As Ridgeline’s President, Dave brings a modern, cloud-based product and technology focus to Ridgeline. Dave has 30 years of experience bringing new solutions to the market in the investment management software industry. Prior to joining Ridgeline in 2020, Dave led multiple product areas at SS&C Advent over 28 years and helped oversee Advent’s entire portfolio of software solutions.
Head of Strategy
Jack brings deep knowledge of enterprise technology to his strategy leadership role at Ridgeline. A student of disruptive technologies, Jack motivates Ridgeline with his energy, optimism, and personal investment in people, teams, and relationships. Prior to Ridgeline, Jack led a global products and solutions team specializing in industry-specific solutions at IBM Watson.
VP of People and Operations
Jenny oversees Ridgeline’s People and Operations functions, which include HR, Talent Acquisition, and Finance, as well as the operational aspects of Products and Engineering, such as Program Management, Technical Documentation, and Customer Support. As a former director at Facebook, Jenny led the organization responsible for workforce operations and learning programs for all technical teams. Prior to that, Jenny worked in operations at Dell, and is a graduate of both Penn State and Lafayette College.
Chief Technology Officer
Jon was previously at Workday, beginning as an early employee and serving as chief technology architect and later senior vice president. At Workday, Jon led a product incubation organization innovating the next generation of products and technology. Jon holds a bachelor of science degree in computer science from the College of Engineering at Cornell University. Jon is the inventor on multiple patents related to digital credentials, transaction concurrency, parallel processing, search, and analytics.
Leaders From the Industry
Ridgeline continues to attract accomplished leaders across financial services and technology who are energized by the opportunity to build a new future for the investment management industry.
As Ridgeline’s chief architect, Mike leads technology for Ridgeline products and architecture. A Cornell Engineering grad, his background includes 9+ years of experience designing and developing enterprise solutions at Workday and JPMorganChase.
VP of Platform Product Management
Alex leads Product Management across Ridgeline. During the previous 17 years, he held leadership positions at Betterment and JPMorgan Chase. He is also a Certified Financial Planner, a fintech mentor, and a leader who is passionate about technology, efficiency, and automation.
VP of Platform
Erik leads the development of Ridgeline’s enterprise platform. He previously oversaw Ridgeline’s User Interface Engineering team and joined Ridgeline from Workday, where he spent over a decade leading application development. Erik has a dual degree in Computer Engineering and Biomedical Engineering from California Polytechnic State University - San Luis Obispo.
VP of Reporting
John is responsible for Reporting, leading the Product and Engineering teams within that discipline. John brings 30+ years of experience in Reporting and Analytics from industry-leading companies like Veeva, Teradata, Business Objects, and Peoplesoft. His mission at Ridgeline is to drive innovation in reporting and analytic models, delivering a broad suite of asset management content for our customers, on top of a high speed, scalable, and flexible platform.
VP of Product Strategy
A 27-year veteran in fintech, Chris has led product management organizations at Advent Software, LatentZero, and MyVest, and professional services at InvestCloud. At Ridgeline, Chris leads strategy for trading and order management solutions and approaches his work with an eye for creativity and innovation.
Director of Legal
Bert leads Ridgeline's legal team. He was previously at Workday and Scout RFP, where he focused on enabling the hypergrowth of emerging enterprise software products and companies. Earlier in his career, Bert sent time on Wall Street and in Silicon Valley, counseling on a range of topics to corporate, financial institution, and investment firm clients.
Chief Security Officer
As Ridgeline’s chief security officer, Jeremy is responsible for building and overseeing all security, compliance, and IT programs and needs at Ridgeline. His 20 years of IT, security, fraud, and compliance experience in both the consumer and enterprise spaces have given him a unique vision that helps Ridgeline place security and privacy at the center of our product, technology, and engineering choices. Jeremy also served as the chief security officer and vice president of Security at Workday before joining Ridgeline.
VP of Engineering
Danny brings to our company more than 25 years of building innovative software solutions and leading motivated engineering teams. Early in his career, he managed the Treasury and Cash Management development teams at both PeopleSoft and Oracle. At Workday, he was responsible for the Workday Financials and Workday Student product suites. At Ridgeline, Danny is a champion for a team-first company culture.
VP of Engineering
Susan brings a passion for building high-performing products and teams to her role as vice president of Product Engineering at Ridgeline. After graduating with a degree in chemistry from Harvard, Susan has spent most of her career managing enterprise software in the Fintech industry, with previous leadership roles at SS&C Advent and Esurance.
Head of Human Resources and Workplace
Erica leads Human Resources and Workplace at Ridgeline. She brings a passion for developing high-performing organizations, designing HR programming that motivates talent, and creating a culture where employees can bring their full selves to work. Erica believes employees are the heart, soul, and competitive advantage of any company (not to mention one of Ridgeline's core values!). Prior to Ridgeline, Erica worked across several billion dollar brands at Procter & Gamble in both Human Resources and Sales.
Head of Product Strategy and Professional Services
Brian brings close to three decades of experience building industry-specific cloud software and go-to-market teams to his role as head of product strategy for Ridgeline. Prior to joining Ridgeline, Brian worked mainly in the CRM and customer experience industries having co-founded both Vlocity, Inc., (now Salesforce Industries) and BankSight, Inc., (sold to Bottomline Technologies) after helping to grow Siebel Systems.
VP of Partnerships
Conrad brings extensive experience in developing, marketing, and selling enterprise software as an executive at places like McKinsey & Company and SAP. An innovator with expertise in strategy, partnerships and alliances, and corporate development, Conrad earned degrees from Stanford and UC-Berkeley’s Haas School of Business, where he also serves as a lecturer.