About Us | Team & Culture

Learn About Our Skilled Team of Analysts, Developers, and Tech Professionals

With the global financial industry evolving constantly, Synfinii is committed to helping clients lead through change, not just follow others.

We have a unique blend of talent and experience focused solely on managing distribution data for asset managers. Many Synfinii staff members come from the asset management industry or have worked with asset managers for decades, giving them deep insights into its complexities, audiences, and market challenges. Our team includes seasoned veterans who saw an opportunity to make a significant impact on the industry, be part of data management platform innovation, and become the partners they wished they had had when they were on the other side of the desk.

Within our team, our employees are inspired and united by our values.

Ingenuity

Curiosity fuels insight. Innovation sparks transformation. We believe knowledge empowers innovation. By pairing deep expertise and continuous learning with curiosity, creativity, and bold thinking, we transform challenges into opportunities. Together, we shape new possibilities for our clients, our teams, and our industry.

Accountability

Take ownership. Exceed expectations. Earn trust. Accountability drives achievement. We own our responsibilities, honor our commitments, and measure ourselves by the respect we cultivate. By holding ourselves to the highest standards, we deliver results that last.

Thrive

Work hard. Play hard. Achieve our goals. Each team member is unique with their own “why.” We believe joy and performance go together. By fostering a balanced environment focused on what energizes each of us, we create space to flourish — at work, in life, and in the outcomes we deliver for clients.

Teamwork

Lift each other. Win together. Teamwork powers success. We hold one another accountable, embrace diversity and inclusion, and act with integrity. Through credibility and collaboration — both within our teams and alongside our clients — we build strong relationships that achieve shared goals.

Impact

Dedication sparks growth. Passion fuels excellence. Impact is the outcome of our dedication and passion. We channel energy into learning, growing, and striving for excellence. With humility and purpose, we strengthen our teams, elevate our industry, and deliver radical value to our clients.

Our People

Work hard. Play hard. Achieve your goals.

Outside of the office, the Synfinii team boasts an impressive track record of community involvement. Our employees share their time and talents to build homes, teach coding, set up administrative infrastructure at non-profits, and coach kids in track and tee-ball. They support veterans, feed food-insecure neighbors, protect local marine life, and ensure furry four-legged friends have a place to run free.

We are mentors, teachers, collaborators, cheerleaders, goal-setters and problem solvers, both in the office and beyond.

Meet Our Team

Executive Team Sales & Client Success Thought Leaders

Strategic leadership: Vision, strategy, values – entrepreneur that joined Synfinii in 2006

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Aric Faber

Operational Excellence: World-class delivery and operations – fortune 500 digital experience that joined Synfinii in 2013

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Jen Rutledge

Transformative Technology: Creating transformative industry-leading technology since joining Synfinii in 2000

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Chris Poisson

World-Class Service: Industry-leading managed services since joining Synfinii from First American Funds in 2012

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Jenny Wolden

Executive Excellence: Drawing on 40+ years of executive leadership in the industry to support Synfinii’s leadership, guide product roadmap, and enhance strategic communication

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Steve Graziano

Shaping Culture, Strengthening Leadership: Advancing an organization where belonging, accountability, and growth work in harmony.

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Shonda Jaquez

How We Help

Every day our clients present new and different data challenges and we are energized by the opportunity to help solve them:

“We helped a client use our Teams Data to completely restructure how they organize and manage their territories. It was a massive change and the data enabled them to approach clients with the correct people and resources.”

“We have years of experience in the asset management space, allowing us to suggest best practices to help clients solve data challenges. We understand their business needs and effectively translate them into system functionality.”

“Clients are always coming to us with novel problems. We work hard to balance addressing their needs with improving our suite of solutions.”