Satnam S. Gambhir

Satnam Gambhir is co-founder and Chief Executive Officer for Envision Financial Systems. He is responsible for determining the strategic direction of the company. Satnam has over two decades of experience in managing, designing and developing software applications. Prior to forming Envision, Satnam was Vice President of the Information Systems group for Analytic Investment Management. There he developed, implemented, and managed transfer agent software used by four mutual funds. Previously, he designed and developed Computer Aided Design software for Advanced Micro Devices in Sunnyvale, CA.

Satnam holds a Bachelor of Science degree in Electrical Engineering from the University of Bombay, India, and a Master of Science degree in Electrical and Computer Engineering from the University of Cincinnati, Ohio and an MBA with an emphasis in Finance and MIS from the University of California at Berkeley.

Timothy Kan

Tim Kan, is co-Founder and President of Envision Financial Systems. Tim's involvement in Envision provides clients with insight into the future of technology and he continues to forge pervasive ideas that shape Envision. Tim has over twenty years of experience in the financial services industry and information technology. Before joining Envision, he was the Chief Software Architect for StockMate Financial Systems. There he was responsible for designing, developing and managing software products for the company. Tim developed particular expertise in transfer agent software and market data system design and development. He also designed the successful strategy that led to the acquisition of StockMate by ADP.

Tim holds a Bachelor of Science degree in Electrical Engineering and Computer Science from the University of Wisconsin, Madison and a Master of Science degree in Electrical Engineering from the University of Southern California.

Thomas J. Wiedecker

Tom Wiedecker, is Chief Client Officer of Envision Financial Systems. In charge of Envision's East Coast office, he is responsible for all aspects of client service and support and product management. Tom has over two decades of experience addressing all aspects of senior level management within information technology organizations. Prior to joining Envision, Tom was Retail Systems Account Manager and Assistant Vice President, Investment Technologies at T. Rowe Price. While there, Tom provided the senior level Information Technology, Systems, Product and Operational support focused on the Retail subsidiary of the firm with major offices in Baltimore, Tampa, Colorado Springs and Owings Mills. His business unit was comprised of a development staff of 75 systems engineers, state-of-the-art technology, a $20+ million internal development budget, providing servicing of approximately 4 million customer accounts representing nearly $100 billion in assets.

Tom holds a Bachelor of Science Degree in Business Administration with a concentration in Data Processing from the University of Baltimore and a Masters of Business Administration with a concentration in Information Systems from Loyola College, Baltimore, Maryland.

Brian Jones

Brian Jones serves as the Executive Vice President for Envision. Brian is responsible for Marketing, Business Development, as well as Strategic product and company planning. Previously, Brian spent six years at Federated Investors as Senior Vice President, Business Planning and Customer Communications. While at Federated, Brian successfully improved customer service and significantly reduced costs by implementing new innovative business models. Brian also oversaw the service integration of $5 billion in new business acquisitions. Prior to that, Brain was with Fidelity Investments for sixteen years in numerous high level positions. While at both Fidelity and Federated, Brian held NASD series 7 and 24 registered principle licenses. Brian is a member of the ICI Transfer Agency Advisory Committee.

Brian holds a Bachelor of Science Degree in Business Administration with a concentration in Finance and Marketing from Northeastern University of Boston.

Prithvi Hariharan

Prithvi Hariharan is Chief Technology Officer for Envision Financial Systems. He is responsible for determining the strategic direction of the company’s technology offering and oversees the product engineering group. Prithvi has around ten years of experience in designing and developing software applications for the mutual fund market based on current and emerging technologies.  

While at Envision, Prithvi has directed the creation of many products and services which have allowed Envision customers to realize up to 40% efficiency gains over their prior transfer agency system solutions.  Prior to joining Envision, Prithvi was an associate consultant working for Oracle.   Previously, he was a systems engineer with Asea Brown Boveri.

Prithvi holds a Bachelor of Technology degree in Electrical and Electronic Engineering from the University of Kerala, India.

Harpeet Kwatra

Harpreet Kwatra serves as the Chief Knowledge Officer of Envision Financial Systems. Harpreet is responsible for developing the knowledge management and product user training initiatives at Envision.  Harpreet has worked for Envision since 1998 and has achieved a high level of expertise and knowledge in the mutual fund shareholder accounting industry. Previously, he worked with DC Systems in Chicago in Software, Consulting and Education divisions.

Harpreet holds a Bachelor of Technology degree from the Indian Institute of Technology at Kanpur, and a Masters in Computer Science from Purdue University at West Lafayette, Indiana. He also holds a Doctoral degree in Engineering from Purdue.

Manmohan Jaiswal

Manmohan Jaiswal serves as the Managing Director for Envision’s Research and Development Center. Manmohan heads the effort to build, develop and provide the necessary infrastructure and operational support for the company. Manmohan possesses experience, management skills and a strong technical background of over 30 years. Before joining Envision, Manmohan was Director Human Resources in a multinational software development company. He was responsible for formulating and implementing various HR and Administrative policies for its employees.

Manmohan holds a Bachelor's degree in telecommunication from Military College of Telecommunication Engineering and a Master's degree in Computer Engineering.