1. Blucora, Inc. CEO: John S. Clendening
John S. Clendening is the CEO of Blucora, Inc. He joined the company in with over 25 years of experience in the financial services industry. Before joining Blucora, Clendening served as CEO of Fidelity & Guaranty Life and President of Mutual of Omaha Bank. He also held senior leadership roles at TD Ameritrade and The Charles Schwab Corporation.
2. Avantax Wealth Management CEO: Todd C. Mackay
Todd C. Mackay is the CEO of Avantax Wealth Management. He joined Avantax in 2012 and previously served as the Chief Operating Officer (COO). Mackay has over 25 years of experience in the financial services industry, including leadership roles at ING Group and Morgan Stanley.
3. Blucora, Inc. CFO: Davinder Athwal
Davinder Athwal is the CFO of Blucora, Inc. He joined the company in and has over 20 years of experience in finance and accounting. Before joining Blucora, Athwal served as CFO of Upland Software and as Senior Vice President of Corporate Development at Mitel Networks.
4. Avantax Wealth Management COO: Andrew E. Johnson
Andrew E. Johnson is the COO of Avantax Wealth Management. He joined Avantax in 2016 and previously served as the General Counsel and Chief Compliance Officer. Johnson has over 20 years of experience in the financial services industry, including leadership roles at Fidelity Investments and Charles Schwab.
5. Blucora, Inc. Director: Enrique T. Salem
Enrique T. Salem is a Director of Blucora, Inc. He joined the company's board in and serves as a member of the Compensation Committee. Salem has over 30 years of experience in the technology industry, including leadership roles at Symantec Corporation and Bain & Company. He is also a board member of several other companies, including DocuSign and FireEye, Inc.
Avantax Inc currently has 800 employees.
News about Avantax Inc Key Personnel |
In a significant move towards growth and expanding partnerships with tax professionals, Avantax, a leading financial advisory firm, proudly announces the addition of seasoned financial advisors, Joshua Heims and Alan Gnoinski. With their reputable New York-based team, Lincoln Sparrow Advisors, Heims and Gnoinski are migrating from SagePoint Financial to Avantax, bringing with them an impressive total client asset value of nearly $100 million. This strategic union is poised to enhance Avantax s portfolio and redefine its commitment to providing exceptional financial advice and services.
Expanding Partnerships with Tax Professionals:
One of the primary objectives behind Avantax s decision to ...
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