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Aly Dhalla
Co-Founder & CEO

Donald Chu
Co-Founder & CCO

Jason Leo
Chief Operating Officer

Lee Rosen
VP of Engineering

Jonathan Bega
Co-Founding Team & Head of Advisor Success

About Finaeo

Changing, Growing and unlocking new potential. That’s just who we are. At Finaeo, every day is the start of a new journey, and we’re never alone because we have each other.