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The following section provides information on Avantax Inc’s senior management, executives, CEO and key decision makers and their roles in the organization. For more insight into Avantax Inc's management and employees, unlock the full data with our company analytics monitoring tool.

Executives

Georganne C Proctor

Chairman Executive Board Since: 2019 Age: 66

Ms. Georganne C Proctor has been the Chairman of the company since 2019. Previously, she has been the Chief Financial Officer of TIAA-CREF. Prior to this, Ms. Proctor served as the Executive Vice President of Finance of Golden West Financial Corp from 2003 to 2005.

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Christopher W Walters

President; Chief Executive Officer; Director Executive Board Since: 2020 Age: 49

Mr. Christopher W Walters has been the Chief Executive Officer and President of the company since 2020. He has been the Director of the company's board since 2014. Previously, Mr. Walters served as the Chief Operating Officer of The Weather Company from 2012 to 2014. Prior to this, he served in a variety of leadership roles at Bloomberg L.P. He also served at McKinsey & Co.

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Marc Mehlman

Treasurer; Chief Financial Officer Senior Management Since: 2022 Age: 46

Mr. Marc Mehlman has been the Chief Financial Officer and Treasurer of the company since 2022. Previously, he served in various leadership positions at Thomson Reuters Corp. Prior to that, he served as the Managing Director at ONESOURCE Direct Tax.

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Chris McClellen

Chief Technology Officer Senior Management

Mr. Chris McClellen serves as the Chief Technology Officer of the company. Previously, he served as the Chief Technology Officer at BoomTownROI. He also served at The Weather Company.

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Tabitha Bailey

Secretary; Chief Legal Officer Senior Management Since: 2023 Age: 37

Ms. Tabitha Bailey has been the Chief Legal Officer and Secretary of the company since January 2023. Prior to this, he served as the Vice President, Legal Affairs and SEC Counsel of the company. Previously, he served as the Vice President, General Counsel and Corporate Secretary at TransAtlantic Petroleum Ltd.

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