Christina Cavalli serves as Vice President and Chief Human Resource Officer at Docupace.

Christina leads Human Capital Strategy at Docupace reinforcing strong company culture in talent acquisitions, employee experience, and engagement programs and implementing reward and talent management strategies that support Docupace’s continued growth, innovation, and achievement of business goals and objectives.

With more than 20 years of experience in Human Capital Management, Christina has been driven to serve employees and leaders alike, helping them think through changes, working with them to move their business forward with a strong sense of collaboration, strategic vision, and alignment. She believes in continually challenging conventions to find alternatives that may work better, reach farther, and drive more success.

Before joining Docupace in 2016, Christina led Human Resources for seven years at the XPRIZE Foundation, where she was responsible for all aspects of Human Resources, including creating programs and practices that elevated the employee experience. Christina’s earlier career focused on recruitment and talent acquisitions, where she worked closely with Executives and Management to build out and solve unique staffing solutions at 20th Century Fox, Ultimate Staffing, and Kforce.

Christina is an active member of the Society of Human Resource Management and has achieved designation as a Senior Certified Professional (SHRM-SCP) as well as her certification as a Senior Professional in Human Resources (SPHR) through the Human Resource Certification Institute. Christina holds a BA degree in Sociology from Sonoma State University and her Certificate in HR Management from UCLA Extension.

Mike Conlon serves as the Chief Revenue Officer at Docupace.

Mike brings 30 years of experience driving commercial transformation for industry leaders and private equity-backed growth platforms. As CRO, he leads Docupace’s end-to-end revenue strategy — aligning sales, marketing, customer success and partnerships around a unified go-to-market approach designed to drive growth, expand market share and deliver measurable value to clients.

Before joining Docupace, Mike spent nearly two decades at Dun & Bradstreet, where he held a series of progressively senior commercial leadership roles. Most recently, he served as SVP, Head of Sales for the Technology, Media and Communications vertical, leading a full reset of the North America go-to-market model. Earlier, he held a CRO-level mandate overseeing North American Strategic Accounts alongside global responsibility for Alliances and Business Development, where he co-authored and operationalized a comprehensive GTM strategy and drove sustained growth through rigorous operating discipline and commercial modernization.

A veteran of complex capital cycles, including one IPO, two private equity take-privates and one strategic exit, Mike specializes in re-architecting go-to-market models to convert underperforming revenue organizations into high-growth, scalable businesses. Earlier in his career, he held enterprise sales and business development roles at Oracle and Acxiom, and served on partner advisory boards for Google Cloud, SAP, Oracle and Reltio.

Mike holds a degree from the University of South Carolina and works remotely from his home in Austin, Texas.

Jon Ewing serves as Chief Marketing Officer at Docupace.

Jon brings more than 25 years of experience building and scaling marketing and martech functions across financial services, fintech and retail organizations. As CMO, he leads Docupace’s marketing strategy across all three brands — Docupace, PreciseFP and Hubly — with a focus on demand generation, brand positioning, and aligning marketing with commercial growth objectives.

Before joining Docupace, Jon served as Head of Marketing at Dun & Bradstreet, and prior to that as Chief Marketing Officer at iCapital, where he rebuilt the marketing organization from the ground up and developed the company’s first formal brand narrative and strategy. Earlier, he spent five years as CMO at Fitch Group, where he established the company’s first centralized group marketing function — a team of more than 100 professionals spanning corporate communications, brand, digital, CRM, and events — and led the rollout of Fitch’s inaugural brand strategy across 40 global offices.

What distinguishes Jon is a technical foundation that informs his marketing leadership: he began his career as a software engineer and holds advanced degrees in mathematics and cognitive science, giving him fluency across brand strategy, data architecture, and AI-driven marketing systems. Earlier roles include CMO and CTO at BMI Research, Personalisation Director at dunnhumby, and VP of Web Content Management at Alterian.

Jon holds an MSc in Cognitive Science and Natural Language Processing from the University of Edinburgh and a BA in Mathematics and Philosophy from the University of Bristol.

Brian Filanowski joined Docupace as Chief Executive Officer in February 2026 to lead the company through its next phase of expansion and growth. A seasoned leader with over two decades of experience in financial technology, Brian specializes in scaling complex data and risk management platforms for large enterprises.

Before stepping into the CEO role at Docupace, Brian held senior leadership positions at Dun & Bradstreet, Fitch Group, Bloomberg, and Thomson Reuters/Refinitiv. Most notably, he served as President of Fitch Solutions and General Manager of Finance Risk & Capital Markets at Dun & Bradstreet.

At Docupace, Brian is focused on unifying the company’s AI-powered back-office and compliance solutions to shorten customer time-to-value and unlock new market opportunities. His vision for the company centers on leveraging the combined power of Docupace and its recent acquisitions to empower financial institutions to operate with greater efficiency, scale, and regulatory precision.

Ryan George is the Chief of Staff at Docupace, the Wealth Operations Platform for broker-dealers and RIAs. He serves as the company’s “chief diplomat,” evangelizing the company’s people, solutions, and brand across the financial services/wealth management industry. As a member of the senior executive committee, Ryan collaborates with key stakeholders across Docupace to support the company’s growth, retention, and profitability objectives.

Ryan has spent all of his two-decade career within the financial advice and investment space, previously serving as Assistant Vice President of Marketing and Communications at 1st Global, where he was responsible for executing growth, sales, and marketing strategies and leading his team in promoting the 1st Global brand. He has also held marketing leadership positions at specialized asset managers – GuideStone Capital Management, based in Dallas, and U.S. Global Investors in San Antonio.

George actively engages in leadership roles in both the financial services and marketing communications communities, and his leadership earned him the ThinkAdvisor Luminaries Chief Marketing Officer of the Year Award in 2025. George and his team also won PR/Marketing Team of the Year Honors from ThinkAdvisor Luminaries in 2024 and US Fintech Awards in 2024. He has been named a Finalist for Chief Marketing Officer of the Year Award by WealthManagement.com three times in the past five years. In 2023, Wealth Solutions Report named George to the “CMO 10” — honoring the top CMOs in wealth management.

George currently sits on the Advisory Board for the Haven Tower Group, a financial-services focused PR and marketing agency. He’s previously served as chair of the Financial Services Institute’s Marketing, Growth, and Development Council, comprised of high-level sales, marketing, and business development executives from across the industry. George is also a member of the Forbes Communications Council, an invitation-only, fee-based organization of senior-level communications and public relations executives, the CMO Council and the CMO Club.

Ryan, a graduate from the University of Texas at Austin, is passionate about the power of sound financial planning and the pursuit of a purpose-driven career. He enjoys connecting the work others do with how it serves to meet the needs of others daily.

Mary Nelson is a strategic, customer focused executive with a proven track record of scaling high-growth SaaS and technology companies through IPO and beyond. She brings deep expertise in building high-performing teams, evolving operating models, and driving customer-centric growth.

As Chief Client Officer at Docupace, Mary leads the company’s client experience strategy, ensuring financial advisors and wealth management firms gain maximum value from every interaction. She also serves as a Board Director at Connexus Credit Union, an award-winning financial institution.

Before joining Docupace, Mary held executive roles at innovative software companies including Aircall and Alkami, where she drove record-setting user growth, supporting the company’s 2021 IPO.

Passionate about leadership development, Mary is an advisor to software startups and champions talent growth across all stages of business evolution.

Jason brings more than 20 years of experience advising and leading technology organizations through growth, innovation, and transformation. As General Counsel, he leads Docupace’s legal, compliance, and risk functions while helping to drive the company’s commercial and product strategy with broker-dealers, RIAs, and other financial services firms.

Before joining Docupace, Jason served as Chief Operating Officer at Intention.ly, where he oversaw daily operations alongside the CEO and executive team while managing the company’s legal, risk and administrative functions. Prior to that, he spent over a decade at eMoney Advisor as General Counsel and Head of Legal, Risk & Compliance, serving on the executive leadership team and participating in all facets of company governance, product development, go-to-market strategy, deal negotiation, and enterprise risk management. During his tenure, he helped guide the company through its acquisition by Fidelity Investments, negotiated data access agreements with leading US banks and financial institutions, and led the implementation of a company-wide privacy program.

Earlier in his career, Jason practiced as a corporate and securities attorney at Troutman Pepper Locke, advising software, technology, and life sciences companies on venture financing, intellectual property commercialization, and commercial transactions. He began his legal career as a business litigation attorney at Weir LLP. He combines deep legal expertise with a strong operational mindset and a talent for simplifying the complex and building collaborative partnerships that help organizations innovate while managing risk.

Jason holds a J.D. from Rutgers Law School, an M.S. in Technology Leadership from Brown University, and a B.A. in Economics from Bucknell University. He works remotely from his home in Coatesville, Pennsylvania.

Rich Stanek serves as Docupace’s Chief Financial Officer.

Rich brings more than 25 years of experience leading finance and accounting functions for private equity-backed companies and multi-unit organizations. As CFO, he oversees Docupace’s financial strategy, reporting, and controls — with a focus on operational efficiency, margin growth, and supporting the company’s continued expansion.

Before joining Docupace, Rich spent more than seven years at 2-10 Home Buyers Warranty, ultimately serving as CFO, where he led a comprehensive overhaul of the accounting and finance function, drove EBITDA growth through pricing, vendor, and product initiatives, and played a central role in recapitalization and board-level strategic decisions. Prior to that, he served as VP of Finance at Cardno, where he built the company’s first Americas Service Center, centralizing accounting, finance, HR, and operations across 14 operating units. Earlier in his career, he held progressive finance leadership roles at Jacobs (formerly CH2M) and ADT, with responsibility spanning corporate reporting, budgeting, forecasting, and M&A integration.

Rich specializes in transforming finance organizations in PE environments — modernizing reporting infrastructure, implementing ERP systems, and aligning financial controls with growth objectives. He has served as executive lead through due diligence processes, banking relationships, and investor presentations across multiple capital cycles.

Rich holds an MBA from the University of Denver’s Daniels College of Business and works remotely from his home in Denver, Colorado.

Mike Zebrowski is the Chief Operating Officer at Docupace. Mike oversees the engineering, infrastructure, security and product organizations.

Mike has a proven record of creating optimal corporate culture, achieving record performance, improving client retention and employee satisfaction, exceeding aggressive business objectives, and consistent ideation and implementation of innovative solutions.

Mike’s accomplished career in the advice and investment industry includes tenures at MassMutual, TD Bank and a decade as Chief Operating Officer at eMoney – working alongside the company’s founder, Edmond Walters. In addition, he co-founded Advisor Innovation Labs (A.I. Labs) with Docupace Board Chair, Lori Hardwick, which along with one if its clients won the 2022 Wealthy Award for “Innovative Client Solution”. AI Labs was purchased by Envestnet to further its UI/UX and integration capabilities. He is an advisory board member for Tolerisk and is currently engaged in F2 Strategy’s Executive in Residence program.