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).
Larry Shorter
Vice-President, Customer Success
Larry leads customer delivery and support for Portfolio+ products and services. He is an IT solution, sales, and delivery executive with 30+ years of experience in delivering mission critical financial technology solutions at Fortune 500 companies: Larry has a proven track record of aligning business goals of financial services enterprises with outcomes by leveraging leading edge technology.
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.
Darran Thayaparan
Director of Finance
Darran leads accounting and finance operations at Portfolio+. With over 10 years of experience in finance, Darran has rich knowledge of integrating acquisitions, implementation of accounting systems, business process transformation, and advising management teams on strategic finance matters.
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.
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in Stouffville, Canada