Founder and CEO
Leif C.L. Hartwig
Chief Financial Officer
Todd Lawson is an experienced financial executive with over 30 years of experience with expertise in global operations, revenue management, M&A, accounting, tax, venture capital and private equity fundraising, and legal administration. Todd has 12 years of experience in public accounting with a top-tier international CPA firm. Several of Todd’s past companies have experienced successful exits including 41st Parameter (acquired by Experian), AFS Technologies (recapitalization through TPG Group), and, most recently, Commerce Signals (acquired by Verisk Analytics). Todd has successfully raised over $250 million through venture capital and private investor sources including a private equity-backed SaaS software enterprise. Todd is a CPA and has a BS degree in accounting from Arizona State University.
Chief Technical Officer
Jeremy Wilson has extensive experience in creating successful technology platforms to solve a variety of business problems across a number of industries. He is an expert in enterprise-scale architectures and exceptional at forming strong, agile teams to accomplish business goals. Jeremy Wilson has served as the Chief Technology Officer of Chassi since founded in 2016. He has created or overseen the development of several enterprise SaaS and content delivery platforms. Jeremy was a ground floor employee at the successful SaaS company WebPT, Inc. which is currently valued at over $250 million. He was the Director of Software Development, leading a mix of 60+ full-time on-site and remote software developers, quality assurance, and DevOps personnel in Agile Scrum Teams. Jeremy has been instrumental in helping multi-companies achieve successful exits. Jeremy is PMC-IV certified through Pragmatic Marketing and is a certified ScrumMaster through Scum Alliance.
Head of Customer Success
Joshua Robinson has over 13 years of executive experience in customer success and user support services. He has successfully created customer success processes for a number of startups allowing them to expand their upsell and retention efforts for scalable growth. Joshua contributed to the creation of processes and managed teams for a number of startups, including Yodle (acquired by Web.com), SquadPod, Prospectify (acquired by AngelList), AngelList and ZyraTalk. Joshua holds a BA in Psychology as well as a BA in History from Midland University.
Polly Traylor has over 14 years of experience in operations and administration in the U.S. Congress, higher education, and private business. Polly started her career on Capitol Hill as a staff member for U.S. House of Representative, Gene Taylor. She also worked for one of the largest telecommunications companies in their governmental relations department overseeing lobbying efforts. Polly played a key role in two research centers at the University of San Diego where she coordinated community outreach efforts including a mayoral debate. As a project manager for a private manufacturing company, she streamlined sales processes, increased customer retention, and coordinated marketing efforts to strengthen brand awareness. Polly is a team player who thrives on high-energy environments and collaboration with others to produce successful outcomes. Polly has a BA in Communications from Mississippi State University.
Director of Business Development
Madeline Ondrejech comes to WealthVP with over 10 years of industry experience. Madeline was a west coast representative for one of the largest unions in the nation where she hosted presentations and performed client outreach. She also was in business development for one of the largest staffing firms where her team managed and staffed positions for large enterprise companies. As the Director of Business Development for WealthVP, she oversees go-to-market strategies and helps build and manage key client/consumer relationships. Madeline graduated from the University of Arizona with a BS in Psychology and Sociology.
Investing at the Speed of Innovation
WealthVP opens up an entirely new scope of opportunities for family offices while breaking down barriers for innovative companies seeking funding – all in one simple, easy to use platform. Using WealthVP, investors can quickly connect with other vetted investors in an exclusive, social media style setting. WealthVP investors will receive white-glove service and attention to detail through our Investment Concierge. Every investor receives full assistance in the initial set up and ongoing management of the organization profile/s. From there, a new world of possibilities begins to open. It’s never been easier for world-bettering companies and Family Office investors to find one another.