Vanilla Jobs & Careers
Salt Lake City, Utah, United States · Jobs in Salt Lake City
- Founded
- 2019
- Employees
- 101-250
- Total Funding
- $46.4M
Founded by David Hauser, Steve Lockshin in 2019.
About Vanilla
We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience. Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups.
Leadership at Vanilla
The team at the top of the org chart.
Gene Farrell
President & CEO
55 reports
Karen Nachbar
Chief Legal Officer
7 reports
Sandy Kovalak
Executive Assistant to President & CEO
Nathan Hunt
Chief Financial Officer
4 reports
Robyn Rossi
Vice President, People
1 report
Larry Steinberg
Chief Technology Officer
8 reports
Michael Schwoerer
Head Of Strategic Partnerships And Integrations
Marc Dorfman
Chief Revenue Officer (cro)
16 reports
Sam Trapkin
VP Of Strategy, GM Of Document Builder
Board
Nick Beim
Board Member
Robert Thornton
Board Member
F. William Mcnabb
Board Member
Steve Lockshin
Founder & Chairman
Open Jobs at Vanilla (2)
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