BrightScope Executive Team
Mike Alfred, Co-Founder and CEO
Mike is Co-Founder and CEO of BrightScope and responsible for the strategic vision and leadership of the company. Previously, Mike
was the Co-Founder and Portfolio Manager of Alfred Capital Management LLC, an independent registered investment firm located in La Jolla, CA. He has
been a Financial Advisor and Portfolio Manager since 2003. Mike is a
dynamic thinker capable of developing and implementing cutting-edge business models and effective marketing strategies. He is also a proven relationship builder who excels at establishing key partnerships. A noted and quoted 401k and financial expert,
Mike has appeared on CNBC, ABC News, Fox Business News, National Public Radio and in The Wall Street Journal, The New York Times, USA Today, Forbes, BusinessWeek, Bloomberg, Reuters, Fast Company, Inc., Wired, US News and World Report, CNN/Money Magazine,
SmartMoney, theStreet.com, Kiplinger, Pensions & Investments, Employee Benefit Adviser, The San Diego Union-Tribune, The San Diego Business Journal, and many others.
In addition to his work endeavors, Mike and his brother, BrightScope President Ryan Alfred, teach financial literacy to
minority students through the Links Achievers Program, the Pathways to College Network, and Jack and Jill of America. Mike and Ryan also teach the
Stock Market Game to high school students at Cathedral Catholic High School and mentor entrepreneurs at the Founder Institute. He sits on the Board of the San Diego Software Industry Council and received his bachelor's degree from
Ryan Alfred, Co-Founder, President and COO
Ryan Alfred is Co-Founder, President and COO of BrightScope and responsible for the day to day operations of the company.
Ryan is a noted expert and frequent speaker on financial industry regulation and is actively engaged in the debate in Washington DC about
issues relating to retirement. Ryan has appeared in the Wall Street Journal, New York Times, BusinessWeek,
USA Today, Pensions & Investments and numerous other national and industry publications. In 2012 Ryan was named to
Forbes’ Top 30 under 30 in Finance and to the Smart Money Power 30. Previously, he was the Co-Founder and Chief Compliance Officer of Alfred
Capital Management LLC, an independent registered investment firm located in La Jolla, CA. In addition to his work endeavors, Ryan and his
brother, BrightScope CEO Mike Alfred, teach financial literacy to minority students through the Links Achievers Program, the Pathways to
College Network, and Jack and Jill of America. Ryan and Mike also teach the Stock Market Game to high school students at Cathedral Catholic
High School and San Diego High School. Ryan received his bachelor's degree in Economics from Harvard University.
Dan Weeks, Co-Founder
Dan is a Co-Founder of BrightScope focused on communicating BrightScope's core values and mission to the company's key stakeholders.
He is a 25-year HP veteran holding 5 engineering patents.
During his tenure with HP he spearheaded multiple commercialization efforts for consumer software products including HP Image Zone Express and HP Smart Web Printing.
He also led due diligence during HP's acquisition of www.Tabblo.com and served as integration manager post-acquisition. His experience includes
managing development of embedded software, Mac Software, Windows Software and Software Quality organizations to test the solutions before they
are shipped to millions of customers around the world. Dan was the original solo founder of 401k Sidekick which later became Sidekick
Technologies and eventually became BrightScope. In his spare time, Dan is a member of the Cal Poly, San Luis Obispo Computer Science Department
Industrial Advisory Committee and has served two times as Chairman. He was a past recipient of the Cal Poly College of Engineering Medallion Award
"in recognition of extraordinary leadership and commitment in support of the Computer Science Department." He is also is a member of the Founder's Circle
for the Cal Poly Center for Innovation & Entrepreneurship. Dan graduated Magna Cum Laude from
Cal Poly, San Luis Obispo with a degree in Computer Science. He was Valedictorian of the University of California, San Diego, Executive Program for
Scientists and Engineers.
Oscar Hackett, CFO & General Counsel
Oscar Hackett joined BrightScope as the Chief Financial Officer and General Counsel and is responsible for all financial and legal aspects of
BrightScope's business, including fundraising, strategic partnerships and investor relations. A recent addition to the San Diego
business community, Oscar previously managed the finance and legal affairs for Consumers United, a Boston-based company engaged
in the sale of personal financial products ranging from life insurance to auto loans, using the collective buying power of its
members to negotiate group discounts. Prior to Consumers United, Oscar worked in the Boston office of Lazard Freres, advising
software and internet companies on public and private fundraising, mergers & acquisitions, and IPOs. Advisory roles included
Kenexa's acquisition of Salary.com, Siperian's sale to Informatica, and IntraLinks' IPO. Oscar received his J.D. cum
laude from Harvard Law School, where he served as a Co-Chair of the Harvard Law School Real Estate Association and
contributed to the work of the Committee on Capital Markets Regulation. Before law school, Oscar structured and traded
equity and life insurance derivative products at Deutsche Bank in New York City. Oscar graduated magna cum laude from
Georgetown University's School of Foreign Service with a BS in Science, Technology, and International Affairs and is a
member of the Massachusetts Bar.
Jason Yates, CTO
Jason is Chief Technology Officer of BrightScope and responsible for leading the development team and
overseeing all aspects of software development. He joined BrightScope in 2010 as a Software Engineer and
swiftly demonstrated his capabilities as an engineer and leader. Jason graduated from University of
California, San Diego with a Bachelor of Science in Computer Science.
Jeremy Ross, Head of Sales
Jeremy is Head of Sales at BrightScope. He is responsible for driving adoption of BrightScope's industry
leading suite of products and services that drive more effective sales and retention strategies for top
financial institutions by leveraging an unparalleled fusion of proprietary data, analytics, and engineering
expertise. Jeremy is a dedicated community volunteer as a member of the Susan G. Komen for the Cure Board
of Directors and former Chair of the San Diego Race for the Cure, raising over $1 million annually in the
battle to end breast cancer forever. He received his bachelor's degree from Washington University in St.
Louis in Finance and Marketing.
Brooks Herman, Head of Research
Brooks is Head of Research at BrightScope and responsible for the development, writing, marketing, and sales
of research based on BrightScope's robust retirement plan and financial advisor data sets. Brooks has worked
extensively with multiple departments at BrightScope and has subsequently become an expert in the Defined
Contribution space. Brooks has been cited in the New York Times, Wall Street Journal, ABC News, CNN Money,
Bloomberg, Reuters, and the Financial Times. Previously, Brooks worked at ARCH Venture Partners and
Rockefeller & Company in New York. Brooks received his bachelor's degree from Columbia University, received
a master's degree from Harvard University, and received his Master of Business Administration in finance
from the Rady School of Management at UC San Diego.
Sonia Ahuja, EVP, Business Development and Strategy
Sonia Ahuja joined BrightScope in August 2012 as Executive Vice President of Business Development and
Strategy. She is responsible for driving growth and developing new relationships with key customers and
partners across the company’s various channels. Sonia’s sterling reputation, high-level relationships, and
deep background in the financial services industry are a tremendous asset as the company moves to capitalize
on significant opportunities with banks, broker-dealers, asset managers, and custodians. Prior to joining
BrightScope, Sonia was the Chief Strategy Officer at First Allied Securities and led the development of
strategic corporate plans to drive revenue, improve profit margins and stimulate growth. She brings more
than 12 years of experience in managing business performance improvement initiatives for multiple
organizations including Wells Fargo Advisors, First Allied Securities and Bank of America. Sonia has served
as a consultant in both technical and business environments to Fortune 500 companies such as American
Express, AIG and Bank of America. She holds an MBA in Finance, MS in Computer Applications and BS in
Sciences. She also holds FINRA Series 7 and Series 24 licenses.
Jessica Campbell, SVP, Client Success
Jessica is Senior Vice President of Client Success at BrightScope and leads BrightScope's growing customer
support organization. Jessica joined BrightScope as a Data Analyst and quickly rose to a leadership role in
the company's Spyglass business for retirement focused financial advisors. She is a recognized expert in
business development and assists BrightScope's clients in effectively turning data into dollars. Jessica
graduated with a Bachelor of Science degree from Portland State University in Economics with a minor in
Bryan Lorenz, VP, Data
Bryan is Vice President of Data at BrightScope and responsible for supervising BrightScope's elite team of financial analysts. Bryan manages all
aspects of BrightScope's vast retirement database and compiles research for various internal and external sources. Bryan joined BrightScope in
June 2009, starting as a data analyst and quickly rising to the head of the department. Bryan received his bachelor's degree in Economics from
the University of Colorado at Boulder.