ABOUT
Our Leaders
Portfolio+ is managed by a team of experienced financial services and technology leaders.
Dianne Cupples
Chief Executive Officer (CEO)
Dianne leads Portfolio+ including all aspects of strategy, vision, go-to-market and growth initiatives. Her rich knowledge in the banking/financial services industry provides focus on creating value for customers, employees, and partners through open communication and collaboration across all teams.
Steven Thomas
Chief Technology Officer
Steven has twenty+ years of experience across financial services, interactive media and telecom. He has a proven track record of leading global teams in the design and delivery of IT infrastructure, architecture and applications while addressing complex business challenges. Steven drives product delivery at Portfolio+ across feasibility, requirements analysis, design, implementation, deployment and support.
Donna Galloway
Vice-President, Marketing
Donna is part of the senior leadership team of Portfolio+. She has 25+ years of experience spanning product design, development and management, and digital marketing across the evolution of a financial services enterprise. Donna has been instrumental in defining the positioning of Portfolio+ in the open banking ecosystem of the Canadian financial market. Donna is Treasurer and a member on the Board of Directors of Open Finance Network Canada (OFNC).
Lesley Lawrence
Vice-President, Sales & Business Development
Lesley leads Sales and Business Development for Portfolio+ Licenses, Software and Services. She is an accomplished senior executive with 20+ years of business development and operations leadership experience in the Canadian financial services industry. She has rich experience in driving and nurturing client-focused business teams that excel in making customers, successful.
Karuna Bhattarai
Director of Finance
Karuna has 10+ years of experience as a finance leader across fintech, payments and consulting. She oversees financial operations including driving financial strategy, guiding decision-making and ensuring fiscal integrity at Portfolio+.
Jenny Hobbs
Director, Human Resources
Jenny is the HR partner and advisor to the Portfolio+ leadership team. With over 10 years of HR experience, Jenny oversees our people strategies, programs and solutions to support our growing business while building and shaping our company culture.
Angel Krastnikov
Director of Customer Success
Angel leads our Customer Success department and is a PMP and ITIL-certified IT service management professional with over 18 years of experience. He’s worked with a number of established international companies and start-ups in building and operationalizing service delivery processes, performance standards, tooling ecosystems and continuous improvement frameworks.
Anna Fiorino
Director of Product Management
Anna Fiorino is the Director of Product Management at Portfolio+ Inc. She is responsible for driving product innovation, strategy and defining roadmaps for multiple product lines. In her role, Anna works closely with cross-functional teams to ensure that all aspects of product development are aligned, from initial concept to final delivery.
Teghkaran Singh
Director, Advisory & Solution Delivery Services
Teghkaran leads Customer Advisory and Solution Delivery for Portfolio+ products and services. With over 10 years of experience, Teghkaran is a trusted and seasoned implementation partner in mission critical financial technology solutions, offering exceptional results and driving growth for clients.
Dave Pinder
Director, Managed Services
Dave has over 15 years of experience working with global financial services institutions. Dave and his team at Portfolio+ work with our strategic partner customers to provide high-quality, value-add solutions that enable them to achieve their business objectives.
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in Stouffville, Canada