Team

Daniel A. Chen
CPA, CA, MBA

Daniel is driven to use his background in finance to help people lead richer lives. Before Levanto, Daniel was an auditor at KPMG, Assistant Controller at eBay, and CFO at several software startups.

Daniel is a CPA, a CA/CPA, holds a BBA from the University of Toronto, and an MBA from Wharton.

Daniel on LinkedIn.

Victor Claudio
MBA, CCC

Victor is a personal finance expert and Levanto's head of Client Service. Victor has helped thousands of families achieve their financial goals.

Victor is a Certified Credit Counselor with the NFCC, holds a BA from the Interamerican University of Puerto Rico, and an MBA from the Keller School.

Victor on LinkedIn.

Paul Cloutier
BSME

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.

Mike North
MSME

Mike is an expert in building productivity-oriented software.  Before Levanto, Mike was UI Architect at Yahoo, where he managed a team that grew revenue to $1M+/day.  A prolific open source author, contributor, and speaker, Mike is passionate about developer ergonomics.

Mike has 3 degrees from Carnegie Mellon University.

Mike 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.

Aaron Patzer Aaron is an internet entrepreneur and the founder of Mint.com, the financial management tool which was acquired by Intuit for $170M, where he was General Manager for the Personal Finance Group.  Before Mint, worked as a technical lead at Getawebsite and Miadora.  Aaron has a BSEE from Duke University and an MSEE from Princeton University.

Aaron Patzer
Aaron is the founder personal finance market leader Mint.com, a web-based personal financial management service which was acquired by Intuit for $170M. Aaron has a BSEE from Duke University and an MSEE from Princeton University.

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.