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Canopy Financial's leaders are experienced professionals with rich backgrounds in the healthcare, financial services, technology, and electronic payment industry sectors.  Together, our management team is leading a company that is committed to changing the way consumer-driven healthcare services are offered and utilized.

Vikram Kashyap, Chairman and CEO

Mr. Kashyap has focused his career on building technology-driven online businesses. Prior to founding Canopy Financial in 2004, Kashyap was a management consultant to American Express (NYSE: AXP) and Ameriprise (NYSE: AMP) where he worked on a series of strategic initiatives including corporate spin-outs, product strategy, and service pricing. Prior to American Express, Kashyap served as Vice President of Business Development for eMeta Corporation, a software provider for managing and selling digital goods and services online that was successfully sold to Macrovision (NASDAQ: MVSN). Prior to eMeta, Mr. Kashyap was with Battery Ventures, where he executed and supported investments for a $1 billion technology venture capital fund. Mr. Kashyap also co-founded RedShores, an electronic payments company and has pioneered new research and treatment methods for chronic immunological conditions.  

Mr. Kashyap is a graduate of Harvard University.

Jeremy Blackburn, President and COO

Mr. Blackburn is a recognized thought leader in the field of healthcare financial services through a deep background in the delivery of decision support and advanced analytic technologies to the healthcare and retail financial services industries.

Prior to joining Canopy Financial in 2004, Blackburn served as a division CEO for a UnitedHealth Group (NYSE: UNH) advanced technology business focused on decision support technologies for payers, providers, and employers.  Prior to UnitedHealth Group, Blackburn served as Vice President of Global Professional Services for Fair Isaac Corporation (NYSE: FIC) where he led the development and implementation of Fair Isaac's industry leading scoring, advanced analytic, and enterprise decision management technologies for the world's largest financial institutions.

Blackburn has also consulted to several Global 1000 companies on matters of business and operational strategy as a management consultant for Andersen Consulting. 

Mr. Blackburn holds an MBA from the University of Chicago Graduate School of Business.

Anthony Banas, Chief Technology Officer

Prior to joining Canopy Financial in 2004, Mr. Banas served in executive positions for several leading technology companies, including Fair Isaac Corporation (NYSE: FIC), the world's foremost provider of advanced analytic and enterprise decision management technologies and ADP (NYSE: ADP), a global innovator in transaction processing and information services.  Banas co-founded and led, as Chief Technology Officer, the nation's largest institutional stock surveillance and capital markets intelligence services firm, Ilios Partners.  Prior to his work with Ilios Partners, Banas served as the Chief Technology Officer for The Customer Group, a niche, CRM-centric management consultancy.

Banas has contributed to several use patents for scoring technologies and has pioneered new search and selection algorithms for healthcare credit issuance and account management.

Mr. Banas graduated from Loyola University, where he earned a BS in Computer Science.

Luis Marcelo Doffo, Senior Vice President, Business Development

Mr. Doffo joined Canopy Financial in 2006 and leads the company’s sales and business development activities.  Prior to joining Canopy Financial, Mr. Doffo served as the Vice President of Business Development at BenefitStreet, Inc. where he was responsible for architecting the business development strategy and managing investment operations.

Mr. Doffo has also held senior executive positions at various technology and financial services firms including Merrill Lynch (MYSE: MER), Citibank (NYSE: C), and eBenefits.

Mr. Doffo is a graduate of the University of San Diego.

Scott Hazdra, Chief Security Officer

Mr. Hazdra is a recongized thought leader in the field of enterprise-class, ASP-delivered technology security and network management.

Prior to joining Canopy in 2006 to lead the company's security and systems management practices, Mr. Hazdra advised Fortune 100 clients on matters of
information technology security strategies, security practices and processes, and implementing effective security policies for corporate security compliance.

Mr. Hazdra has held leadership senior engineering positions at Siemens (NYSE: SI), R.R. Donnelly (NYSE: RRD), Harris Bank and 3Com (NASDAQ: COMS).

Hazdra has been certified by Cisco Systems, Siemens, 3Com, Avaya, Citrix, Microsoft and TIA and is a member of the Information Systems Security Association (ISSA) and the Institute of Electrical and Electronics Engineers (IEEE).

Mr. Hazdra is a graduate of Arizona State University.

John Ingram, Chief Administrative Officer

Mr. Ingram brings significant experience in varying operating capacities related to mission critical systems within large financial institutions.

Mr. Ingram established Canopy Financial's Six Sigma process improvement and process optimization programs which has lead to measurable improvements in systems delivery and overall service quality. Additionally, Ingram leads the company's compliance and certification team which is responsible for establishing and maintaining compliance with critical standards including SAS 70, PCI, and client service levels.

Prior to joining Canopy Financial in 2007, John worked for Fifth Third Bank in several capacities; most recently helped launch the bank’s Health Savings Account and healthcare banking products.

John is a graduate of Mount St Joseph (Cincinnati).

Todd Rearden, Vice President, Product Development

Mr. Rearden has over 15 years of experience architecting and building enterprise-class enabling technologies for Fortune 1000 companies.

Prior to joining Canopy in 2006 to lead the company's software development organization, Mr. Rearden was the Consulting Manager for Magenic, a Chicago -based, nationally recognized Microsoft solutions consulting firm.

Mr. Rearden has also held senior leadership and development positions at AON Corporation (NYSE: AOC) and WhittmanHart Consulting.

Mr. Rearden holds a Masters degree in Management Information Systems from the University of Illinois at Chicago.

Traci Roberts, Director of Marketing

Ms. Roberts is responsible for managing marketing and communications services to Canopy’s clients, and has extensive knowledge about the communication and education challenges facing employers and employees when transitioning to consumer-driven healthcare benefits.   

Prior to joining Canopy Financial in 2007, Ms. Roberts served as the Marketing Manager for Health Savings Accounts at Kaiser Permanente, where she developed and executed the HSA marketing plan throughout Kaiser and was involved in all communications and training aspects of the custodial partnership.  Prior to Kaiser, Ms. Roberts served in various marketing and product management roles at Charles Schwab & Company (NASDAQ: SCHW), including Senior Product Manager, where she oversaw the creation of marketing collateral, regulatory communications, and marketing campaigns relating to cash management, online bill payment and other services .  Ms. Roberts also worked in online marketing at Wells Fargo (NYSE: WFC). 

Ms. Roberts holds an MBA with an emphasis in Marketing from The University of Texas at Austin.

Mark Wallace, Vice President, Professional Services

Mr. Wallace has a deep background in enterprise application management and enabling technology solutions delivery to large financial institutions.

Prior to joining Canopy in 2007 to lead the company's professional services unit, Wallace directed development and production support services at Federal Home Loan Bank of Chicago. Prior to Federal Home Loan Bank of Chicago, Wallace lead implementation services and the eCommerce consulting practice at ONE, Inc., a Chicago-based systems integrator focused on the Healthcare and Financial Services vertical industries.

Wallace has consulted to several Global 1000 companies on matters of technology and operational strategy as a management consultant for Ernst & Young, LLP.

Mr. Wallace is a graduate of Saint Louis University.


Canopy Financial's Board of Directors:

John Powers, Director

In June of 2006, John F. Powers became President and CEO of the Stanford Management Company. SMC was established in 1991 to manage Stanford’s financial and real estate assets. SMC is a division of Stanford University with oversight by a Board of Directors appointed by the University Board of Trustees. SMC oversees approximately $18.0 billion of endowment and trust assets, temporarily invested expendable funds, and commercial real estate investments.

From 2002 until 2006 Mr. Powers worked at Offit Hall Capital Management LLC as Managing Director and the Director of Research, and was a member of the firm’s Investment and Management Committees. Offit Hall was an investment advisory firm with offices in San Francisco and New York. Offit Hall had more than $20 billion under advisement for approximately 130 clients as of March 31, 2006.

From 1992 to 2002 Mr. Powers worked at Robertson Stephens, Inc. He was Managing Director and Director of Research and served on the Management and Executive Committees. He joined Robertson Stephens as an equity analyst in the Communications area.

Mr. Powers began his career in marketing research and opinion polling at Cambridge Survey Research. He was vice president at Yankelovich, Skelly and White, a marketing consultancy firm from 1977 to 1981. Following business school Mr. Powers worked in the telecommunications equipment industry at ROLM Corporation (1983-1987) Octel Communications Corporation (1987-1990), and Aspect Telecommunications (1990-1992).

Mr. Powers received an A.B. from Cornell University in 1975, and an MBA in 1983 from the Graduate School of Business at Stanford University. He serves on the Boards of the Town School for Boys, Makena Capital Management, LLC, The Investment Fund for Foundations Advisory Services (TAS), and the San Francisco Ballet.
 

Glenn Solomon, Director

Glenn Solomon joined GGV in 2006 as a Managing Director and is based in the Menlo Park office. He has led GGV’s investments in Success Factors, Isilon, Quinstreet and Canopy Financial.

Glenn previously led Partech International’s software and internet group, and was responsible for leading successful investments in the storage, security and e-commerce sectors, including: Broadbase Software (acquired by Kana), Digital Island (acquired by Cable & Wireless), Pentasafe (acquired by NetIQ), Vignette (NASDAQ:VIGN), and Datacenter Technologies (acquired by Veritas/Symantec). He previously worked with SPO Partners, a San Francisco-based private investment partnership, and Goldman, Sachs & Co.

Glenn received an MBA from Stanford's Graduate School of Business, where he was an Arjay Miller Scholar. Glenn also earned an undergraduate degree from Stanford and was a starter on three NCAA Champion Men’s Tennis teams.
 

Vikram Kashyap, Chairman

Mr. Kashyap has focused his career on building technology-driven online businesses. Prior to founding Canopy Financial in 2004, Kashyap was a management consultant to American Express (NYSE: AXP) and Ameriprise (NYSE: AMP) where he worked on a series of strategic initiatives including corporate spin-outs, product strategy, and service pricing. Prior to American Express, Kashyap served as Vice President of Business Development for eMeta Corporation, a software provider for managing and selling digital goods and services online that was successfully sold to Macrovision (NASDAQ: MVSN). Prior to eMeta, Mr. Kashyap was with Battery Ventures, where he executed and supported investments for a $1 billion technology venture capital fund. Mr. Kashyap also co-founded RedShores, an electronic payments company and has pioneered new research and treatment methods for chronic immunological conditions.  

Mr. Kashyap is a graduate of Harvard University.

Jeremy Blackburn, Director

Mr. Blackburn is a recognized thought leader in the field of healthcare financial services through a deep background in the delivery of decision support and advanced analytic technologies to the healthcare and retail financial services industries.

Prior to joining Canopy Financial in 2004, Blackburn served as a division CEO for a UnitedHealth Group (NYSE: UNH) advanced technology business focused on decision support technologies for payers, providers, and employers.  Prior to UnitedHealth Group, Blackburn served as Vice President of Global Professional Services for Fair Isaac Corporation (NYSE: FIC) where he led the development and implementation of Fair Isaac's industry leading scoring, advanced analytic, and enterprise decision management technologies for the world's largest financial institutions.

Blackburn has also consulted to several Global 1000 companies on matters of business and operational strategy as a management consultant for Andersen Consulting. 

Mr. Blackburn holds an MBA from the University of Chicago Graduate School of Business.

Anthony Banas, Director

Prior to joining Canopy Financial in 2004, Mr. Banas served in executive positions for several leading technology companies, including Fair Isaac Corporation (NYSE: FIC), the world's foremost provider of advanced analytic and enterprise decision management technologies and ADP (NYSE: ADP), a global innovator in transaction processing and information services.  Banas co-founded and led, as Chief Technology Officer, the nation's largest institutional stock surveillance and capital markets intelligence services firm, Ilios Partners.  Prior to his work with Ilios Partners, Banas served as the Chief Technology Officer for The Customer Group, a niche, CRM-centric management consultancy.

Banas has contributed to several use patents for scoring technologies and has pioneered new search and selection algorithms for healthcare credit issuance and account management.

Mr. Banas graduated from Loyola University, where he earned a BS in Computer Science.

For information on Canopy Financial's broad array of healthcare banking solutions, visit the Products portion of this site.

  
   

 
 

 

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