Canary Financial
our people
Meet our team

The people behind your money.

Behind every Canary Financial product is a team of dedicated leaders, engineers, and specialists. Get to know the people who design, build, and support the trading, banking, lending, and market solutions we deliver to our customers.

C-Suite

Executive Leadership

Evelyn Carter

Evelyn Carter

Chief Operating Officer evelyn.carter@affinityiq.com

A strategic leader with 15+ years in scaling technology operations, focused on cross-departmental efficiency and process optimization.

Rajesh Patel

Rajesh Patel

Chief Technology Officer raj.patel@affinityiq.com

A visionary technologist with deep AI/ML and cloud infrastructure expertise, formerly at Google.

Sophia Chen

Sophia Chen

Chief Financial Officer sophia.chen@affinityiq.com

A data-driven finance executive overseeing budgeting, investor relations, and corporate strategy. CPA.

Marcus Johnson

Marcus Johnson

Chief Marketing Officer marcus.johnson@affinityiq.com

A creative marketer specializing in technology branding and demand generation, with deep Salesforce experience.

David Okonkwo

David Okonkwo

Chief Information Security Officer david.okonkwo@affinityiq.com

A cybersecurity leader specializing in zero-trust architecture, SOC 2 and FedRAMP readiness, and incident response.

Leadership

Senior Management

Daniel Kim

Daniel Kim

VP of Engineering daniel.kim@affinityiq.com

Leads development teams with an emphasis on scalable systems and DevOps, formerly at AWS.

Sofia Patel

Sofia Patel

VP of Product sofia.patel@affinityiq.com

Focused on product strategy and user experience, driving product-market fit across the portfolio.

Carlos Mendoza

Carlos Mendoza

VP of Sales carlos.mendoza@affinityiq.com

Drives enterprise and public-sector revenue through consultative selling and strategic channel partnerships.

Karen Mitchell

Karen Mitchell

Director of Human Resources karen.mitchell@affinityiq.com

Leads talent acquisition, company culture, and employee development programs across the organization.

Management

Directors & Managers

Aisha Williams

Aisha Williams

Director of Customer Success aisha.williams@affinityiq.com

Champions client retention and onboarding to ensure customers realize lasting value, formerly at Zendesk.

Mei Lin

Mei Lin

Director of Finance mei.lin@affinityiq.com

Responsible for FP&A and financial controls. CPA and CFA charterholder.

The Builders

Engineering & Specialists

Anika Desai

Anika Desai

Senior Software Engineer anika.desai@affinityiq.com

A full-stack developer specializing in Python and React who contributes to our core product architecture.

Omar Haddad

Omar Haddad

Data Scientist omar.haddad@affinityiq.com

Develops machine-learning models and analytics, specializing in AI-driven products.

Liam O'Brien

Liam O'Brien

Site Reliability Engineer liam.obrien@affinityiq.com

Owns cloud infrastructure, CI/CD pipelines, and observability to keep our platforms fast and always available.

Want to build with us?

We're always looking for talented people who care about doing money right.

See open roles