CastleBranch competitors

Edgar Montes was named President and Chief Executive Officer and a member of the Board in April 2018. Mr. Montes had previously served as President since December 2016 and Chief Operating Officer since December 2012. Prior to his appointment as COO, Mr. Montes held the position of Senior Vice President, Service Delivery Operations since March 2012, and also held the position of Vice President, Operations from November 2006 until March 2007. Prior to joining WageWorks, Mr. Montes held a variety of leadership positions with American Express, most recently as Vice President, Customer Service, where he was responsible for overseeing customer service, from December 1982 until November 2006. Mr. Montes holds an M.B.A., a B.S. in Accounting and a B.S. in Real Estate from Arizona State University.

A dynamic, results-proven, growth oriented CEO generating approximately $2B in shareholder value. A GE trained executive with approximately 30 years of experience leading global information and technology enabled service organizations. Significant M&A experience leading both "buy-side" and "sell-side" transactions from banker selection, negotiation, close, integration and on-going operations. Proven ability to build and lead teams to deliver superior results at leading public and private corporations such as GE, Choicepoint, and USIS. Strategic and tactical leader with record of driving organic and inorganic revenue growth and profitability through operational excellence and organizational development.Specialties: Organizational Development • Strategic Mindset • P&L Focused • Growth Leadership • Business Turn around • Mergers and Acquisitions • Business Integration • Process Management • Public Speaking • Leadership Development • Marketing • Sales Management • Process Management (Six Sigma)

Dan Wernikoff has served as our Chief Executive Officer since October 2019. Prior to that, Mr. Wernikoff held various general manager roles during fifteen years at Intuit, including in its two largest business units, the Small Business Group and the Consumer Group. During his tenure, he was instrumental in evolving the Small Business Group from a US, desktop centric business, to a global online platform. Over the course of his tenure overseeing QuickBooks, he grew the QuickBooks Online user base tenfold. While general manager of the Consumer Group, Wernikoff was responsible for the introduction of TurboTax Live, a service that integrated CPAs into the DIY tax filing experience. He also drove the evolution of TurboTax into a platform through the introduction of the Turbo product and a marketplace of financial services. Prior to his various general manager roles, Wernikoff held various product and marketing leadership positions while at Intuit.

Alaina Macia is a President & CEO at MTM, Inc..