Paul Cloutier    Advisor      Paul founded Levanto after working at Ariba - the market leader in cash flow management for businesses. Inspired by Ariba's impact on its clients, Paul sought to build a solution for busy, high-income households.   Paul holds a BS in Mechanical Engineering from Kettering University.    Paul on LinkedIn.

Paul Cloutier

Advisor

 

Paul founded Levanto after working at Ariba - the market leader in cash flow management for businesses. Inspired by Ariba's impact on its clients, Paul sought to build a solution for busy, high-income households. 

Paul holds a BS in Mechanical Engineering from Kettering University.

Paul on LinkedIn.

  Dimitri Trembois    Member Services      Dimitri is a recent grad from the University of California, San Diego. His love for technology and finance made for a perfect fit at Levanto. Dimitri loves to help people, his goal is to connect people with our HCFO to achieve financial peace.   In his free time he enjoys to mountain bike and play pick up basketball.    Dimitri on LinkedIn.

Dimitri Trembois

Member Services

 

Dimitri is a recent grad from the University of California, San Diego. His love for technology and finance made for a perfect fit at Levanto. Dimitri loves to help people, his goal is to connect people with our HCFO to achieve financial peace. 

In his free time he enjoys to mountain bike and play pick up basketball.

Dimitri on LinkedIn.

  Karen Armstrong    Client Services Director      Karen is an experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Budget Building, Mortgage Mitigation Advisement and Debt Management. Strong finance professional with a Bachelor of Science (B.S.) from Central Michigan University. Karen studied with Greenpath Financial Wellness and worked with the National Foundation of Credit Counseling since graduation.    Karen on LinkedIn.

Karen Armstrong

Client Services Director

 

Karen is an experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Budget Building, Mortgage Mitigation Advisement and Debt Management. Strong finance professional with a Bachelor of Science (B.S.) from Central Michigan University. Karen studied with Greenpath Financial Wellness and worked with the National Foundation of Credit Counseling since graduation.

Karen on LinkedIn.

Advisors

  Mark Goines  Mark is a consumer finance thought-leader and Partner at Morgenthaler Ventures.  Mark has held senior positions at Quicken (Intuit), Charles Schwab, PassMark Security (RSA), and ChipSoft (TurboTax).  Mark's investments include Mint.com (Intuit), KISSmetrics, Votizen, Fundly, BillFloat, Practice Fusion, and Visual.ly. Mark has a BS and MBA from UC Berkeley.

Mark Goines
Mark is a consumer finance expert having held senior positions at Quicken (Intuit), Charles Schwab, PassMark Security (RSA), and TurboTax. Mark's investments include Mint.com (Intuit), KISSmetrics, Votizen, Fundly, and Billfloat. Mark has a BS and MBA from UC Berkeley.

   David Humphrey   David is a consumer marketing expert with experience in private equity and personal services.  An advisor to startup accelerator Tech Wildcatters, David was previously CEO of Massage Envy and senior executive at Philips Electronics.  David has a BA from Missouri Western State University.

David Humphrey
David is a consumer marketing expert, angel investor, and advisor to startup accelerator Tech Wildcatters. David was previously CEO of Massage Envy and a senior executive at Philips. David has a BA from Missouri Western State University.