Rich Cancro

FOUNDER & CEO

Rich Cancro is the Founder and Chief Executive Officer of AdvisorEngine. Rich is the driving force behind AdvisorEngine—setting the strategic and product vision and overseeing the company’s operations.

Craig Ramsey

CHIEF OPERATING OFFICER

Craig translates vision into action – ensuring alignment and driving operational excellence across the company. He leads the executive management committee and helps the team measure success to stay on track.

John Tyers

CHIEF GROWTH OFFICER

John serves as a cross-functional catalyst for growth at AdvisorEngine, aligning and optimizing sales and client relationship management.

Patrick Arnold

HEAD OF PRODUCT DEVELOPMENT

As head of product, Patrick sits at the intersection of product strategy, software development, design, and business development, helping shape products that solve real problems.

John Haas

HEAD OF CONSULTING AND TRAINING

With his talent for instruction and relentless pursuit of client satisfaction, John offers our clients valuable clarity and best practices for getting the most value from their CRM systems.

Jason Kissinger

PRODUCT DEVELOPMENT

Jason serves the AdvisorEngine team as Product Manager – working closely with all of our teams to enhance existing products while developing new ideas.

Billy Rueckert

CONSULTING AND TRAINING

Billy helps to provide best practices for first-rate usage of our platform through private training and webinars.

Kathy Crowley

BUSINESS DEVELOPMENT

Kathy knows the important decision that your firm is making when choosing a CRM and is driven to ensure you have all the information you need.

Sue Dooling

TECHNICAL SUPPORT MANAGER

As an escalation lead, Sue has in-depth knowledge of all Junxure products. She is highly effective at troubleshooting production issues while playing a role in everything – from AdvisorEngine platforms to on-boarding processes. Delivering high-quality service is Sue's foremost priority.

Richard Barfield

LEAD ONBOARDING ENGINEER

Richard's main focus is teaching our clients and team how to best navigate the new product. He also plays an essential role in preparation for our onboarding process and always provides deep knowledge of all our AdvisorEngine products.

Josh Hare

TECHNICAL SUPPORT SUPERVISOR

Josh is the “everything” guy – demonstrating and teaching our product to best support the team. He strives to guarantee every client has what he or she needs for success.

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October 22-23