Finario Leadership


Dave established Finario to unify and transform the management of capital investment through the use of modern cloud technology. He envisioned a single application that would provide the advanced financial and analytical capabilities craved by large enterprises aspiring to optimize Capex, yet be fast to deploy, easy to learn and affordable to use. This mission and commitment to customer success remains front and center as Dave leads Finario ‘s worldwide growth and expanding market presence.

Prior to Finario, Dave held a number of diverse leadership roles in the United States and internationally, including as a C-level operating executive, board member, venture capitalist and private equity investor. His career includes extensive involvement in complex investment analysis, mergers and acquisitions, equity and debt finance, corporate strategy and change management.

Dave earned an MBA from the University of Pennsylvania’s Wharton School, an MSc from the London School of Economics and a BA from Northwestern University.


Ralph leads Finario’s world-class engineering team and is responsible for our application architecture and overall technological vision. He is a proponent of agile software development methodologies and the inherent advantages of internet-scale, cloud platforms.

Prior to Finario, Ralph served as the Director of Software Development for Shutterstock (SSTK), a leading online marketplace for commercial digital imagery, and for Medidata Solutions (MDSO), a Software-as-a-Service provider of clinical development applications for life science organizations. Other positions have included VP at Citibank, where he developed comprehensive risk management metrics, and Game Institute, where he was Chief Technology Officer.

Ralph received his BS in Computer Science from New York University.


Bob is responsible for Finario’s solution consulting teams that work with prospective customers and partners to educate them on the Finario Capex solution platform and the benefits of unified capital planning.

He has more than 25 years of experience in the EPM/CPM marketplace, having led global sales, alliance and service teams for Hyperion (now Oracle), Cartesis (now SAP), Tagetik and CompIntelligence – an original OneStream implementation partner. Bob has guided the selling and support of financial solutions to hundreds of GLOBAL 2000 companies and began his career on the client side in the finance department at American Brands.

Bob has an MBA from Sacred Heart University and received his undergraduate Business Administration degree from Villanova University.


Jared leads Finario’s implementation, support and account management teams and is responsible for overall customer success and partner enablement. As a consultant by trade, he relishes working shoulder-to-shoulder with clients to understand their unique situation and needs, ultimately devising and implementing transformative business process improvements that have impact on the bottom line.

Before joining Finario, Jared led the North America Professional Services organization for Tagetik, a leading EPM vendor (part of Wolters Kluwer). Prior to that he spent 24 years in both executive and delivery roles in the management consulting industry with Ernst & Young, The Hackett Group and RGP focusing on global business transformation initiatives.

Jared holds an MBA in Finance from the Fordham Gabelli School of Business and a BBA degree from Isenberg School of Management, UMass Amherst.


Rich leads Finario’s marketing organization and is responsible for all digital inbound and outbound marketing, events, corporate branding and product marketing as well as co-marketing with Finario’s consulting and technology partners.

He has deep expertise in brand development, CRM, CXM and digital marketing, having led Doner CX (part of global agency holding company MDC Partners) as Managing Partner & Chief Strategy Officer. Other roles include founder and Executive Director of the strategic planning practice at Brann Worldwide (now Havas) and Chief Marketing Officer at fintech startup PrimaHealth Credit.

Rich is on the advisory board at the Ancell School of Business at Western Connecticut University, where he also teaches, and author of Deconstructing Creative Strategy, published by the Association of National Advertisers in 2008. He holds a Bachelor of Science degree in Advertising from the S.I. Newhouse School of Communications at Syracuse University.