Breaking boundaries, igniting growth

Thomas Kim is the Chief Executive Officer at Enfusion. Appointed to this role in March 2020, Thomas leads the company in advancing its global strategy and its mission to transform the world of investment management solutions and technology.

With over 25 years of experience in capital markets, Thomas has extensive experience and deep industry expertise leading innovative financial technology firms as well as major divisions of buy-side and sell-side institutions. Most recently, he served as Chief Operating Officer of the Investment Engine Group at Bridgewater Associates, the world’s largest hedge fund, where he spent over seven years in various roles.

Prior to his role at Bridgewater Associates, he served as a Managing Director of the Equities group at Lehman Brothers where he helped lead the build-out of their electronic trading franchise. Thomas was previously COO of TradingScreen, CEO of UNX, a digital broker-dealer, and CEO of Tassat, a fintech firm. Early in his career, Thomas held multiple leadership positions at Macgregor and Merrin Financial/ADP.

He holds a bachelor’s degree from the American University.

Steve Dorton is the Chief Financial Officer at Enfusion. Appointed to the role in August 2019, Steve is responsible for managing the financial actions of the company on a global scale.

With over 30 years of experience, Steve has held senior leadership positions across various industries, including information technology, financial technology, private equity, consumer services, and entertainment/media.

Prior to joining Enfusion, Steve served as Chief Financial Officer at Quinnox, an IT services management company. Steve has also held senior leadership positions at Invision Capital, a private equity firm, where he served as a Principal and NAVTEQ, a geographic information systems data company. Steve began his career at The Walt Disney Company, where he served in various financial roles for more than 12 years, most notably as Corporate Treasury Manager.

Steve holds a bachelor’s degree from the University of Louisiana at Lafayette and an MBA from the University of Florida.

Steven Bachert is the Chief Revenue Officer at Enfusion. Appointed to the role in October 2019, Steven is responsible for driving the company’s revenue growth.

With over 20 years of experience, Steven has held various leadership positions in the enterprise software industry. Prior to joining Enfusion, Steven served on multiple executive leadership teams, including as Chief Revenue Officer of Four Kites, a third-party logistics, and predictive supply chain technology firm, and as Vice President of Sales at Uptake, industrial artificial intelligence, and IoT software company.

He has also held senior-level positions at Hewlett Packard and Cloudera, where he served as Senior Director of U.S. Sales and oversaw Cloudera’s IPO in 2016. Steven is also an advisor to Venture Scale, a tech startup accelerator, and VictoryLap, a sales boot camp.

Steven holds a bachelor’s degree from Northern Illinois University and an MBA from Loyola University Chicago.

Julie Nagle is the Chief People Officer at Enfusion. Appointed to the role in February 2020, Julie leads the strategy and processes related to building and retaining Enfusion’s exceptional team of employees.

In her role, Julie leads organization design, talent acquisition, compensation, benefits, and the implementation of training and development programs. Beyond talent, Julie serves as an advisor and consultant to the business and is a steward of the firm’s culture, reinforcing its core values.

With over 25 years of experience, Julie has held several senior leadership positions across
the information technology, professional services, and financial services industries. Prior to Enfusion, she served as Senior Vice President of Human Resources at Trustwave, a global cybersecurity and managed security services provider, as Head of Human Resources at Harris Associates, a global investment firm, and as Senior Vice President of Human Resources at Forsythe Technology, Inc, an IT infrastructure services provider. She began her career in human resources roles for Boeing and Sony Electronics.

She holds a bachelor’s degree from Michigan State University.

Lorelei Skillman is the Chief Marketing Officer at Enfusion. Appointed to the role in August 2020, Lorelei leads the company’s global marketing and communications initiatives to expand and evolve its brand footprint and bottom-line impact.

Lorelei has over 20 years of experience building and transforming brands, developing successful marketing and communication programs, and has held multiple senior-level positions across the financial services sector.

Prior to Enfusion, Lorelei served as the Global Head of Brand, Marketing & Communications for Financial Services at EY, building brand awareness and driving growth for all service lines and sectors across the Americas, Europe, and Asia-Pacific. Prior to her role at EY, Lorelei served as Global Head of Marketing for BNY Mellon’s Asset Servicing business and as Head of Marketing and Brand at the New York Stock Exchange. Lorelei began her career in real-time data and trading, leading global marketing efforts for two major Order and Execution Management System (OEMS) players – Charles River Development now part of State Street, and ITG, now Virtu Financial.

Lorelei holds a bachelor’s degree from the University of Iowa and a master’s degree from the Illinois Institute of Technology’s Stuart School of Business.

Dan Groman is the Managing Director, Head of Technology at Enfusion. Appointed to the role in March 2020, Dan is responsible for the technology strategy, development, and day-to-day operations of Enfusion’s global client technology solutions. He is also responsible for the company’s information technology and security as well as enterprise application support leading teams distributed across eight global offices.

Dan joined Enfusion in 2016 and led the proof of concept for the firm’s visual analytics platform. Prior to joining Enfusion, he served as a Systems Engineer at CME Group. Dan began his career in asset management and hedge funds in debt and middle/back-office operations, holding development positions at Northern Trust Hedge Fund Services and King Street Capital Management.

Dan holds a bachelor’s degree in Economics from the University of Maryland and a master’s degree in Computer Science from DePaul University.

Kabir is the Managing Director, Head of Client Services at Enfusion. Appointed to the role in March 2020, Kabir is responsible for client account management and Global Delivery Services (GDS) which includes capabilities for client onboarding, client support Centers of Excellence, and middle- and back-office managed services that operate out of eight Enfusion offices. Kabir is based in Enfusion’s Mumbai, India office.

With over 22 years of experience, Kabir has held multiple leadership positions across asset management, investment banking, fund services, and capital markets.

Prior to joining Enfusion, Kabir served as Executive Director, Head of Alternatives, Fund Services at J.P. Morgan. He also held multiple senior-level roles at Societe Generale, where he most recently served as Senior Vice President, Head of Fund Valuation Services. Kabir has also served in senior roles at Standard Chartered, ING, KPMG, and PwC.

Kabir holds a bachelor’s degree from Bangalore University and is a certified Chartered
Accountant. He also holds management certification from INSEAD Business School, France.

Vivek Ranka is the Managing Director, Technology and Head of India at Enfusion. Appointed to the role in November 2019, Vivek leads the technology organization within the India region and assists with the transformation of the global technology organization. He is responsible for driving local initiatives around productivity and efficiency, scalability and resilience, as well as resource and capacity planning. Vivek is based in Enfusion’s Mumbai, India office.

With over 25 years of experience, Vivek is an accomplished technology leader in the areas of product and process innovation, new product development, product engineering, and solution architecture.

Prior to joining Enfusion, Vivek held multiple senior-level leadership positions in asset management, financial technology, and capital markets. Most recently, he served as Chief Technology Officer of Arcon. Previously, he was Chief Technology Officer at djinie, Executive Director of Technology at MSCI, and Product Solutions Architect at I-Flex Solutions.

Vivek holds a bachelor’s degree in Electronics from Mumbai University and a Senior Management Leadership certificate from the Indian Institute of Management.

Michel Finzi is the Managing Director, Head of Investment Engine Software Products at Enfusion. Appointed to the role in September 2020, Michel is responsible for driving the product roadmap and strategies of the company’s front-to-back office software platforms.

Michel has 30 years of experience building businesses, developing products and organizations, and growing revenues for public and private companies at all stages of development. He has held senior leadership positions at capital markets companies as well as for innovative financial technology and quantitative research firms.

Prior to Enfusion, Michel served as the Chief Commercial Officer of Tassat, a digital payments and exchange FinTech company. He also served as Managing Director of the Equities Division at Lehman Brothers and Barclays Capital and spent 15 years at Instinet Corporation, where he served as Managing Director of the Institutional Client Group, and Senior Vice President for International Trading.

Michel holds a bachelor’s degree from Ohio Wesleyan University.