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A Culture of Innovation and Partnership

Tier1 Financial Solutions focuses on global relationship management. As partners in innovation, we continually engage with our clients and industry partners to understand their pain points, help envision the future and bring it to life. 


About Us

Our culture centers on collaboration and intellectual curiosity.

Tier1’s dynamic team brings together expertise spanning capital markets, product management, technology and other corporate disciplines to craft technology solutions that optimize client relationships and workflows and translate them into greater engagement and efficiency. 

In all that we do, we put our clients’ needs first, working closely to proactively address their pain points and help them clear the path toward opportunity, efficiency and profitability.

Tier1 Financial Solutions has recently rebranded from Tier1CRM. The company is privately held by growth equity firm WaveCrest Growth Partners, Salesforce Ventures and MassMutual Ventures.

Tier1 Leadership Team

Our Team

  • Mark Notten

    Mark Notten


    Mark co-founded Tier1 in 2008 together with Phil Dias, a partnership spanning over 30 years. Mark began his career at Systemware Innovation Corporation (SWI.com), creating mission critical software for the telecom and nuclear sectors. This led Mark’s first CEO role, as founder of Halcyon Monitoring Solutions which created flagship software products for Sun Microsystems and Cisco. 

    Mark’s vision for Tier1 was to create world leading enterprise cloud-computing software to power the institutional sell-side and buy-side. Under his leadership, Tier1’s products are currently being used by tens of thousands of users across a prestigious client base in sales and trading, corporate and investment banking, and investment management.

  • Phil Dias

    Phil Dias

    Chief Operating Officer

    Phil directs all business operations at Tier1 Financial Solutions. His areas of responsibility include working in partnership with the management team to support the company’s strategic objectives, managing financial and business planning activities and human resource and legal functions. Phil is also responsible for Partner Relationships including Tier1’s deep relationship with Salesforce.com. Phil has many years of experience in Salesforce.com implementations and brings that knowledge to all areas of his responsibilities.

    Phil is the former CEO of SWI Systemware, and has more than 20 years in the nuclear and financial sectors with deep management, sales and operations experience. He currently serves on the advisory board of the SWI Group of companies.

  • Mark Millar

    Mark Millar

    Chief Financial Officer

    Mark is the Chief Financial Officer at Tier1 Financial Solutions. Responsible for the Finance team, he focuses on driving forward-looking business strategies and long range financial plans that sustain Tier1’s growth. He has more than 30 years of experience in the international technology industry, mostly as CFO or VP Finance. Prior to joining Tier1, Mark was CFO at Abacus Data Systems Canada, CFO at NorthPlains Ltd, CFO at Syncapse Corp, CFO at Platform Computing and VP Finance at Solcorp. During this time, Mark was responsible for all aspects of Finance, including numerous acquisitions, capital raises as well as several successful exits. Millar started his career at Deloitte’s, where he obtained his CPA,CA designation. He graduated from Queen’s University.

  • Theresa Elamparo

    Theresa Elamparo

    Chief Marketing Officer

    Theresa leads Tier1’s global marketing efforts, a role to which she brings more than 20 years of marketing and communications expertise, and more than 15 years of financial services-specific industry marketing experience to her role at Tier1. She has held senior marketing management positions for multiple capital markets and electronic trading platform providers, most recently at Ipreo, where she led the firm’s global capital markets marketing strategy. Prior to Ipreo, she served in senior marketing roles at Investment Technology Group and Tradeweb Markets. Theresa earned a B.Sc. in Business Management at Kean University.

  • Manish Patel

    Manish Patel

    Chief Product Officer

    Manish leads Product Development at Tier1. He has more than 20 years of experience in the Capital Markets sector both on the client and software provider side. Most recently he headed up the Product Development organization at Ipreo for their CRM, Event Management and Equity Bookbuild solutions where he focused on stabilization, growth and vision for multiple product lines. Prior, he spent 15 years at ING Bank, London within the Equity Markets division, Manish focused on streamlining business systems and processes particularly within the CRM and Research areas.

    He holds a Bachelor of Arts degree in Business from University of Westminster (London) and is Scaled Agile Framework® (SAFe®) certified.

  • Jeff Heisz

    Dr. Jeff Heisz

    Chief Technology Officer

    Jeff is primarily responsible for providing the technical leadership for Tier1 and ensuring the alignment between the company’s technological and business strategic goals. As head of product realization, he drives the product development and quality assurance teams towards making the Tier1 Application Suite product suite the leader in capital markets software. For this, he draws upon a breadth of experience that comes from a hands-on approach working with major industry giants including Bell Canada, Ontario Power Generation, Citibank, Sun Microsystems, IBM and Cisco Systems. In 1997, Jeff joined Halcyon where he served various roles, culminating as the VP, Head of Engineering and Research. In 2005 Jeff co-founded and was Head of Engineering and Research for xkoto Inc., a venture-funded database startup that was acquired by Teradata in 2010. Jeff rejoined the fold as the CTO of Tier1 in 2014.

    Jeff holds a B.Sc. in Physics from the University of Waterloo, a M.Sc. and a Ph.D. in Physics from Queen’s University.

  • Paul Chesek

    Executive VP of Sales

    Paul leads the Sales and Business Development team at Tier1. He joins with three decades of sales leadership experience and more than 15 years of Salesforce expertise, lifting companies into rapid growth and establishing strong relationships in the finance and business industry.

    Paul was most recently at Bluewolf, an IBM company, where he helped drive the Salesforce practice with his focus on delivering profitable and long-term relationships. Prior to that, he was the Global Vice President of Sales at All Covered, where he helped lead a team that doubled the company’s revenue. Paul holds an undergraduate degree in Economics from the University of Illinois at Urbana-Champaign and an MBA from Fordham University.

  • Doug Christensen

    Doug Christensen

    VP, Strategy

    Doug spearheads the strategic expansion into new markets and opportunities. He brings more than 20 years of global capital markets experience to Tier1, having previously served in capital markets operations leadership roles at some of the world’s largest and most prestigious financial institutions.

    Notably among these was Barclays, where he ran the firm’s European Equities client strategy group, European Corporate Access sales team and was the Global COO for Equity Research. With a strong base of hands-on experience in the capital markets industry, Doug possesses deep expertise in sell-side and buy-side capital markets operational requirements and understanding of the recently implemented MiFID II regulatory environment. He is integral to delivering the Tier1 promise of increasing buy-side to sell-side connectivity.

  • Daniel Duran

    Daniel Duran

    VP, Sales and Business Developement

    Dan leads the Sales and Business Development teams at Tier1 Financial Solutions. He has more than 20 years of experience in the financial services sector, including his previous experience selling into the Capital Markets and Investment Banking spaces with Dealogic and Dow Jones & Co. Prior to that Dan worked as a SR. Sales Trader with Schwab Capital Markets. He holds a Bachelor of Science degree in Business Economics from Fordham University. 

  • Ryan Quesnel

    Ryan Quesnel

    VP, Quality and Release Engineering

    Ryan brings over 20 years of multidisciplinary experience in software development & design, technical consulting and project management. He has an extensive track record for excellence in key leadership roles for numerous large-scale enterprise implementations and projects, including salesforce.com and Capital Markets.

    Ryan’s mission is to standardize, streamline and continuously improve Tier1’s software quality release model and facilitate scale through tools, process and automation. Transitioning from head of Customer Success in 2017, Ryan brings over 10 years of experience and best practices in understanding our customers’ needs from both a technical and business perspective. Ryan holds a degree in Systems Design Engineering from the University of Waterloo.

  • Michael Stuart

    Michael Stuart

    VP, Professional Services

    Michael leads the Professional Services team providing end to end implementations and solution customizations of the Tier1 product suite and Salesforce platform to ensure successful rollouts and high user adoption. His team works closely with clients and the Tier1 product team to identify and specify requirements for product enhancements to meet the increasingly sophisticated needs of our clients and their technology teams and solution partners to deliver high-value data integration bringing mission critical data to the users within the Tier1 products.

    Michael has over 30 years of experience in operations, sales management, marketing, customer support, training and product design including over 18 years of CRM solution consulting experience in a wide variety of industry segments including complex enterprise Capital Markets implementations on the Salesforce platform.

  • John Allcorn

    John Allcorn

    VP, Customer Success

    John leads Tier1’s Customer Success group delivering ongoing account and technical support to our clients. From the resolution of technical and training issues to change management planning and adoption optimization, the Customer Success team covers the full scope of client needs.

    John is a broadly-skilled technology professional with more than twenty-five years of experience providing support to large public- and private-sector organizations. Over the span of his career he has worked as a business relationship and project manager, developer, pre-sales engineer, process and systems analyst, support technician, technical writer, and trainer.

  • Lea Hill

    Léa Hill

    VP, Strategy and Design

    Léa spearheads the feature rich growth and development of our product suite. She is a certified Scrum Product Owner and has been instrumental in the implementation of our agile workflow allowing us to provide exceptional responsiveness to our clients. Léa has more than 20 years of experience in software product development and project management including a UX Research and Design certification. Much of her experience involves directing creative and product development teams in the creation of rich internet applications.

    Since 2006, Léa has been directing our product development team in the evolution of our cutting-edge client relationship solutions utilizing salesforce.com as the platform of choice driving the product roadmap based on both internal and external client feedback.

Our Community

Tier1 synthesizes capital markets expertise, technical excellence and a commitment to client success internally and across its ecosystem of innovation partners. We value our place in the community and actively engage in industry forums, striving to share our knowledge and insights broadly.