Corporate


Find out more about our hard-working team – the ones who are changing the game for investors everywhere.

Management

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Thomas Beattie

Thomas Beattie
CEO

Thomas Beattie has more than 15 years of experience in the capital markets. He began his career as an investment banker, then worked as a consultant to public and private companies before taking on his role with a startup. Thomas has always been a champion for financial literacy and wants to create a generation of informed, empowered investors. Thomas is a CFA Charterholder, has been registered under the securities legislation in the US, Canada and UK, and received his Bachelor of Commerce in Finance from the Sauder School of Business at UBC.

Kate-Lynn Genzel

Kate-Lynn Genzel
CFO

Ms. Genzel is a CPA, CA and holds a Bachelor of Commerce (Honours) degree from the Sauder School of Business at the University of British Columbia.  She began her career at a mid-sized accounting firm in Vancouver, BC where she provided accounting, audit, tax and advisory services to clients in various industry sectors. She has served as CFO or Director of Finance at five different publicly listed and private companies, with areas of focus being both external and internal financial reporting, budgeting, treasury, tax compliance and administration.

Morgen Sullivan

Morgen Sullivan
VP Growth

Ms. Sullivan joins the Voleo team with an extensive legal background in developing strategies to progress company initiatives and advanced leadership with cross-functional teams. Over the past twelve years, she has served as counsel for a major transportation company based in the United States, most recently as Associate General Counsel, managing an internal team of lawyers and legal technology professionals. Ms. Sullivan’s legal background and advocacy skills will be leveraged to identify, secure, and negotiate business-to-business (B2B) contracts with financial institutions. Given the core focus for the growth of Voleo's business is in the United States, Ms. Sullivan will operate out of a satellite office in Jacksonville, Florida. Ms. Sullivan has earned her J.D. from Duke University School of Law as well as a BA, Economics from Dartmouth College.

Chitman Uppal

Chitman Uppal
VP Compliance and Operations

Mr. Uppal has spent the last four years providing financial analysis and strengthening client relationships through his positions with Sun Life Financial and Setter Capital. Based out of Toronto, Mr. Uppal has liaised with Limited Partners (LP) to help them achieve liquidity risk management and asset allocation goals through strategic and opportunistic acquisitions and sales of private equity, real estate, infrastructure, and hedge fund investments. Mr. Uppal earned a Double-Degree Master of Business Administration (MBA)/Master of Finance (MFin) from the Lazaridis School of Business & Economics at Wilfrid Laurier University.

Gordon Jones

Gordon Jones
VP Product

Gordon joined Voleo in late 2014 as Product Manager. Before joining Voleo, he had 15 years of financial and mobile application development experience. He served for three years with Broadridge as a business analyst, creating solutions for and addressing the needs of corporate clients in the brokerage industry, followed by a stint in Asia developing mobile apps. Gordon holds an MBA as well as a computer science degree from the University of British Columbia.

Alana Levine

Alana Levine
Marketing Director

Alana is a business development and marketing executive with experience across multiple niche verticals and 50+ markets worldwide. Her expertise lies in the growth of B2B technology companies, having held active roles as General Manager of an affiliate marketing company and as an investor in the British Columbia technology market. Her previous role was most recently at Income Access, Paysafe, where she ran the corporate marketing and digital agency arm of the business. Alana holds bachelors’ degrees in economics and psychology and a post-graduate degree in finance, from McGill University.

Lara Wilson

Lara Wilson
Corporate Secretary

Ms. Wilson has ten years’ experience in corporate and commercial law, governance, securities and regulatory matters. She is a Chartered Secretary, AGIA, ACIS and has been the Corporate Secretary of various Canadian, U.S. and Australian listed and private companies and is a member of the Institute of Corporate Directors. She holds Bachelor of Laws and Bachelor of Arts degrees from the University of Wollongong in Australia. She also holds a Postgraduate Diploma in Legal Practice from the University of Wollongong and a Postgraduate Diploma in Applied Corporate Governance from the Governance Institute of Australia (GIA).  Ms. Wilson is admitted to the Roll of Solicitors of the Supreme Court of New South Wales and qualified to practice law in Australia. She is an Associate member of both the GIA and the Institute of Chartered Secretaries and Administrators (ICSA).