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. Thomas was the CEO of Voleo from January 2015 - January 2020.
Mr. Lee is a CPA, CA and holds a Bachelor of Commerce degree from the University of British Columbia’s Sauder School of Business. He is a seasoned finance and accounting professional with nine years of progressive experience in public practice and in industry, with his most recent experience in the start-up software and technology industry. He has extensive experience working with public and private companies in a variety of sectors providing accounting, audit, tax and financial advisory services.
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 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.
Lauren is a marketing and sales leader with over 15 years of experience in telecom and technology. With experience leading digital-first initiatives from strategy and execution, her expertise is in scaling innovative, agile and optimized programs that result in loyal customer advocates. Lauren holds a Masters in Business Administration from the Vienna University of Economics and Business and is a graduate of the Executive Program at the Smith School of Business at Queen's University.
Ms. Paine has over 30 years’ experience as a senior paralegal, specializing in corporate, securities and regulatory matters both in Canada and the United States. For the past 12 years, Ms. Paine has acted as Corporate Secretary or Assistant Corporate Secretary for a number of public companies trading on various stock exchanges.