Meet the team

Snehal is a successful technology entrepreneur, investor and innovator in the financial services industry.

Prior to founding UPTIQ, he co-founded Cloud Lending Solutions, a global lending technology platform used by leading financial institutions globally. As the CEO, he led the growth and talent strategy of the business from inception to its acquisition by Q2 Holdings (NYSE:QTWO). As the General Manager of its lending vertical, he continued his work at Q2 to bring digital lending experience for some of the most recognizable banks, credit unions and FinTech companies globally.

Snehal also serves on the board of various high growth early-stage technology start-ups in Financial Services and Healthcare industries.

He holds a master’s degree in software engineering from Carnegie Mellon and has previously worked with big-tech software firms including Oracle and Adobe.

Taylor is a financial services industry veteran with 18+ years’ experience building innovative technology and a passion for creating long-term value for customers by developing great products and delivering exceptional service.

Prior to joining UPTIQ, Taylor served as SVP of Product at Envestnet where his responsibilities included the Yodlee and Envestnet Data & Analytics platforms.  Before Envestnet, Taylor served as SVP of Product at Cloud Lending Solutions, a cloud-based lending platform used by banks and fintechs globally, where he led product development and strategy until Cloud Lending Solutions’ acquisition by Q2 Holdings (NYSE: QTWO).  Taylor continued to lead the Cloud Lending platform at Q2 as VP of Lending Products.  Prior to Cloud Lending Solutions, Taylor held a variety of Product leadership roles at nCino and ACI Worldwide and served as Chief Technology Officer for a $3B regional bank.

Taylor holds a bachelor’s degree in English Literature and a master’s degree in eCommerce and Business Management, both from St. Edward’s University.

As Chief Product Officer, Taylor is responsible for product development and strategy, product marketing and solutions consulting.

Sundar has 25+ years of building and transforming organizations in start-up companies (like Medsn, Cloud Lending Solutions) to larger enterprise companies (Oracle, VMware, Salesforce). He has been very successful in leadership roles in Operations, Customer Success, Professional Services, Training, and Product Management,

Most recently, Sundar was at Automation Anywhere as the SVP of Professional Services, Training and Enablement. Sundar is passionate about leading amazing high-performing global teams, operational excellence, customer adoption, and rolling up his sleeves to get stuff done.

Before Automation Anywhere, Sundar served as the COO leading all customer facing functions at Cloud Lending Solutions (acquired by Q2 eBanking), a leader in cloud-based integrated lending platform.

Sundar holds a masters degree in Computer Science from Syracuse University and an undergraduate degree from the Indian Institute of Technology (Chennai).

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From ING and Merrill Lynch to founding his own companies and serving as Head of Wealth – Data & Analytics at Envestnet, Todd Buck has been an all-star in Financial Services, FinTech, and Wealth Management SaaS, selling innovative solutions to high-value enterprise/RIA clients around the world. His successes have included building and maintaining a recurring client revenue base from the ground up—all the way up from zero to eight figures with almost no attrition.  He’s also established as an industry SME having made numerous speaking appearances at important industry events for the Money Management Institute and the Asset Manager Forum.

Earlier in his career, Todd was the Founder of two specialized data and analytics service providers, Wheelhouse Analytics and Coates Analytics, both of which he built up from scratch to eight figures in value. In both he was accountable for all aspects of Sales and Client Service for customers including 75 top-tier Asset Management firms and national broker dealers. Prior to Coates Analytics, he served as Vice President, Managed Solutions for Merrill Lynch, where he spearheaded all Separate Account sales in the New York City region. Prior to that, he was a Divisional Sales Manager forStrong Capital Management, where he was responsible for all Eastern U.S. sales in the broker dealer channel.

Todd holds a B.A. in Business Administration from Rowan University, a Certified Investment Management Analyst certification, and an RIA license.  He currently resides in Margate City, NJ with his wonderful wife Monique and their handsome young son Nathan.

Anand is a technology leader with 19+ years of experience and has an unfathomable love for building products with innovative technologies. He is an avid task master and has a strong domain experience in Financial Services and Insurance.

Prior to joining UPTIQ, Anand served as Head of Technology and Enterprise Architecture at QloudX (a born-in cloud startup) where his responsibilities included building high-performance data platforms and AI-driven cloud solutions with enterprise-grade security. Before QloudX, Anand served as Head of Innovation & Enterprise Architecture at Systems Plus and led multiple product development and digital transformation programs. Prior to Systems Plus, Anand was working with Infosys (a global software giant) for a variety of marquee customers like Capital Group, Manulife Financial, Pfizer, Anthem Inc, etc.

Anand holds a bachelor's degree in computer engineering from VJTI (Mumbai).

As Head Of Engineering and Chief Architect, Anand is responsible for leading UPTIQ's engineering organization and platform architecture.

With 28 years of experience as an accomplished sales leader, Marc has an excellent track record of building and leading successful global sales teams. Throughout his career in financial software, he served as head of Sales in three triumphant exits. Most recently, Marc led North American Sales at Cloud Lending during its acquisition by Q2. Afterward, he transitioned to an expanded role as a leader of an enterprise-tier 1 sales team responsible for $35MM in ARR.

As EVP of Bank Sales, Marc is curating a reputable national network of lenders. He also serves on the board of a high-growth staffing software solution company in employee staffing. 

Marc holds a B.A. in Business Marketing from Indiana State University.

Jesse Lewis is a seasoned professional in the financial services industry, currently serving as the Senior Vice President of Client Engagement & Partnerships at UPTIQ. With a career spanning over two decades, Jesse has consistently demonstrated expertise in wealth management. Before joining UPTIQ, Jesse held a prominent position as a member of the executive committee at Advisor Credit Exchange, where he played a pivotal role in shaping the platform experience and driving business development initiatives across enterprises and financial professionals. His leadership and industry insights were instrumental in expanding the company's reach across the wealth management industry.

In 2016, Jesse made significant contributions to Wealthcare Advisory Partners, an LPL Financial Hybrid RIA, as well as their fee-only affiliate, Wealthcare Capital Management. During his tenure, he co-led the financial professional recruitment efforts and facilitated the adoption of their proprietary goals-based planning and investing platform. Prior to his role at Wealthcare, Jesse joined Bancorp, a leading payment services provider and specialized lender in the United States. As the Vice President and Business Development Officer, he represented Bancorp's Securities-backed Lending program within industry leaders such as LPL Financial, AssetMark Trust, SEI, and Kestra.

Jesse's career also includes his long tenure at Pershing, LLC, a BNY Mellon Company where he directed key account management and advisory sales for the Managed Investments Group. Additionally, Jesse contributed to the development and distribution of various fee-based solutions while serving as a member of the Managed Investments Risk Committee.

Throughout his career, Jesse has shared his expertise and insights through his contributions to the financial services industry. He has contributed to three industry guidebooks titled "The Fee-based Conversation: Guiding Clients through an Advisory Relationship," "Seminars and Event Marketing: Creative Ideas to Build and Enhance Relationships," and "Creating a Client Referral Strategy." In recognition of his leadership skills and industry contributions, Jesse was selected to the inaugural class of the Money Management Institute's distinguished Leadership Pathway program in 2015.

Jesse holds a Bachelor of Science degree in Media Communications & Technology from East Stroudsburg University of Pennsylvania. He currently resides in the Greater Philadelphia region with his wife, Jody, and their two children, Jackson and Jocelyn on the family's 55-acre cattle farm. Beyond his professional achievements, Jesse actively contributes to his community as an advisory board member for Overachieve Academy, a youth speed and agility training company, and Graham Media Partners, a Wayne, PA-based marketing company specializing in all aspects of financial services. His involvement in these organizations showcases his commitment to empowering and supporting future generations and fostering innovation in the industry.