Our Team

The AcordIQ team includes some of the industry’s most talented business and technology professionals with proven track records of helping clients succeed.  We leverage our marketplace experience and acumen collectively and instill a focus on superior quality throughout the organization. This approach has led to expansion into highly strategic markets and to continuous profitable growth.

AcordIQ is also privileged to have the support of an outstanding Board of Directors, each of whom have been successful entrepreneurs in their own right.

Executive Team

Chuck Dooley

CEO and Co-founder

Chuck Dooley is a Co-founder and CEO of AcordIQ. He is a serial entrepreneur with a 30 year record of achieving excellence in executive management, sales and business development in the financial services and technology industries.

Chuck has been part of the founding team of multiple companies with highly successful exits.

Prior to AcordIQ, Chuck was EVP, Global Operations at Thrupoint managing a $50M P&L and responsible for the company’s global GTM strategy, development and execution of their software solution & services business. Prior to Thrupoint, he was founder and CEO of VirtualIQ, an executive advisory and industry research firm partnering with entrepreneurs, venture capital firms, analysts and IT leaders. Through this period, VIQ worked closely with over 30 early to mid-stage startups and contributed to many successful M&As. Before VirtualIQ, Chuck joined the founding team at Xensource as SVP Sales and led the company’s early customer and channel development efforts that contributed to the company’s acquisition by Citrix in 2007.

Chuck has a BS Electrical Engineering from the State University of Stony Brook. He sits on the advisory board of D-Wave Systems.

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Patrick Brunner

Director, Product Strategy & Business Delivery

Patrick Brunner is leading the Product Strategy and Business Delivery at AcordIQ. Patrick Brunner is a finance, treasury and risk executive with over 30 years of experience in various leadership roles within the financial services industry.

 He is an accomplished and experience-driven leader with an extensive history of successfully working across multiple business lines and products, specializing in identifying and reducing complex operational, IT and corporate risks.   He is culturally adept to operate and collaborate in both the US and European working environments.

Prior to AcordIQ, he worked at Deutsche Bank as a Managing Director. Patrick successfully championed the transformation of the global COO organization (Ops and Tech) to become metrics and analytics driven, achieving greater cost transparency and identified over $200m in cost savings opportunities, as well as continuously improving operating performance.  He established the global Metrics Office for the COO division that leverages data science, predictive analytics, strategic performance measurement and self-service MIS reporting capabilities to help better manage and control the complex COO organization. 

Patrick built his career at Credit Suisse, both in Zurich and New York, where he was most recently a Managing Director and served as the global Treasury Chief Operating Officer and Head of Treasury Corporate Risk Management.   He actively guided Treasury’s strategic direction during the financial crisis.

His prior working experience include various executive roles in the Investment Bank Trading organization where he established the Fixed Income Prime Services Risk function. He also served as the Chief Operating Officer for Global Money Markets, Global Foreign Exchange and US Interest Rate products.

Patrick is a Swiss Certified Banker and graduated from the CS International Banking School as well as attended the Executive Finance Program at IMD Lausanne in Switzerland.

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Perry Poulos

Client Relations Officer

Joseph Squeri

Head of Technology Strategy & BOARD MEMBER

Board

Chuck Dooley

CEO/CO-FOUNDER, ACORDIQ

Steve Yatko

CO-FOUNDER, ACORDIQ
CEO/FOUNDER, OKTAY TECHNOLOGY

Daniel McCabe

CEO, PRECIDIAN INVESTMENTS

Gary Gluck

BOARD CHAIRMAN, ACORDIQ
FORMER DEPUTY HEAD GLOBAL TREASURY, CREDIT SUISSE

Joseph Squeri

CTO/COO/FOUNDER, EXOS
FORMER CIO/CTO, CITEDAL

Katina Stefanova

CO-FOUNDER, ACORDIQ
CEO/FOUNDER, MARTO CAPITAL
FORMER SENIOR EXECUTIVE, BRIDGEWATER ASSOCIATES

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