|Jeffrey N. Maggioncalda|
Chief Executive Officer
Jeffrey N. Maggioncalda has served as our Chief Executive Officer since November 2012, as our President and Chief Executive Officer since August 1996 and as a director since March 1997. From June 1995 to September 1995, he served as a summer associate at McKinsey & Company. From June 1991 to August 1994, he served as an associate at Cornerstone Research, an economic and financial consulting firm. Mr. Maggioncalda is a member of the board of directors of SVB Financial Group and Silicon Valley Bank. Mr. Maggioncalda received an MBA from the Stanford Graduate School of Business and a bachelor’s degree in economics and English from Stanford University.
|Christopher L. Jones|
Executive Vice President of Investment Management and Chief Investment Officer
Christopher L. Jones has served as our Executive Vice President, Investment Management and Chief Investment Officer since January 2006; our Executive Vice President, Investment Management from May 2001 until January 2006; our Vice President, Financial Research & Strategy, from January 1998 until May 2001; and our Director of Financial Research from December 1996 to January 1998. Prior to joining us, Mr. Jones served as a consultant at Cornerstone Research, an economic and financial consulting firm. Mr. Jones received a master’s degree in business technology and engineering-economic systems as well as a bachelor's degree in economics from Stanford University.
|Kelly S. O'Donnell|
Executive Vice President of Marketing
Kelly S. O’Donnell has served as our Executive Vice President of Marketing since January 2013 and Vice President of Marketing from July 2007 to January 2013. From October 2006 to June 2007, she served as Senior Director of Channel Marketing and Director of Customer Acquisition and Retention from June 2003 to September 2006. Prior to joining Financial Engines, she was Director of Consulting and analyst for Cerulli Associates from June 1998 to June 2003. Ms. O’Donnell was also a litigation assistant at A. G. Edwards & Sons from May 1996 to July 1997 and a manager and associate at Coopers & Lybrand from August 1989 to May 1996. Ms. O’Donnell holds a B.S. in Accountancy from the University of Missouri.
|Lawrence M. Raffone|
Lawrence M. Raffone has served as our President since November 2012 and served as our Executive Vice President, Distribution and Institutional Services from January 2001 until November 2012. Prior to joining us, Mr. Raffone served as the Executive Vice President of Fidelity Investments Institutional Brokerage Group, a division of Fidelity Investments, from January 1988 to January 2001. Mr. Raffone received a master’s in business administration from Babson College and a bachelor’s degree in marketing from Bryant University.
|Raymond J. Sims|
Executive Vice President and Chief Financial Officer
Raymond J. Sims has served as our Executive Vice President and Chief Financial Officer since August 1999. Before joining us, Mr. Sims served at Raychem Corp., a technology company, as Senior Vice President, CFO and Treasurer from 1993 to 1999; as Vice President and Treasurer from 1985 to 1993; and as Director, Internal Audit from 1982 to 1984. Mr. Sims received a master’s in business administration from the Harvard Business School and a bachelor's degree in business and economics from Lehigh University.
|Anne Tuttle Cappel|
Executive Vice President and General Counsel
Anne Tuttle Cappel has served as our Executive Vice President, General Counsel and Secretary since March 2009. Ms. Tuttle Cappel joined us in November 2003 as Director and Associate General Counsel and served as our Director, Acting General Counsel and Secretary from August 2005 to March 2006 and as our Vice President, General Counsel and Secretary from March 2006 to March 2009. Prior to joining us, she served as Vice President and Assistant General Counsel at Loomis Sayles & Company, L.P., a federally registered investment advisor, overseeing a 12-person compliance team, from April 2000 to October 2003. Ms. Tuttle Cappel received a juris doctorate from Boston University School of Law and a bachelor’s degree in Economics from Yale University.
|Michael J. Campbell|
Executive Vice President, Technology
Michael J. Campbell has served as our Executive Vice President, Technology since April 2014, as our Vice President, Software Development from November 2002 to April 2014, and as Director, Software Development from August 1999 to November 2002. Prior to joining us, Mr. Campbell served in various management and software development roles for the Aion product line, an expert systems development tool, at Platinum Technology. Mr. Campbell received a bachelor’s degree in Symbolic Systems from Stanford University.
|Chung Meng Cheong|
Executive Vice President, Customer Experience
Chung Meng Cheong has served as our Executive Vice President, Customer Experience since April 2014. Prior to joining us, Mr. Cheong served as the Chief Product Officer at 33Across, an advertising technology company, from May 2012 until April 2014 and as the Vice President, Advertising and Publisher Products at YP Holdings, formerly AT&T Interactive, a local ad agency and ad network, from March 2009 until May 2012. Mr. Cheong received a MBA from the Massachusetts Institute of Technology and a Bachelor’s of Commerce in Economics and Bachelor’s of Science in Statistics from the University of Auckland.
|Mark P. Costello|
Executive Vice President, Service Delivery
Mark P. Costello has served as our Executive Vice President, Service Delivery since April 2014. Mr. Costello joined Financial Engines as Vice President of Operations in January 2009 and in November 2009 assumed responsibility for the Service Delivery team, encompassing operations, new business implementation, and Investor Services. Immediately prior to joining Financial Engines, Mr. Costello was a management consultant at various organizations including GMAC and ING. From 2000 to 2005 he was First Vice President at Mellon Bank, responsible for its Defined Contribution Administration and Operations teams across the country. From 1995 to 2000 Mr. Costello was a Vice President at Scudder Kemper Investments, managing Defined Contribution Administration and Relationship Management, Technical Support, and Implementations. Mr. Costello began his career at Mellon Bank managing lending and bank operations functions and has over 30 years of experience in the financial services industry. Mr. Costello graduated with a bachelor’s degree in Communications and Sociology from the University of New Hampshire.
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