We strive to deliver the right solutions at the right time in order to help our customers provide the best service possible.

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Robert J. Kirk

Founder & CEO

Rob is a Financial Services industry executive with over 28 years of experience in Brokerage, Wealth Management, and Clearance & Settlement. Throughout his career he has developed business aligned solutions that are built around the fast-paced evolution of technology and innovation.  Previously, he was the Principal Consultant for Wealth and Brokerage at Mphasis, a Blackstone Company – where he drove over $100 million in business value to their clients and the firm.  Prior to that he was the Chief Information Officer for 1st Global, a top 40 independent broker where he was responsible for all technology and advisor tools to more than 400 CPA & Legal firms with 1,100 independent financial advisors with assets under control of approximately $20 Billion.​

As CEO, Rob is responsible for establishing, growing, and providing proprietary AI – machine based learning that helps companies identify when their clients are likely to have important Life Events occur, what they could be, and how much of a financial impact that each could represent.

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Will Binns


A Global Executive Level Program Leader and Senior Architect and with over 20 years of experience across a variety of industries and functional areas. Will has developed and managed multi-geography product roadmaps for complex multi-release implementations.  He has deep experience in managing large distributed teams including on/offshore delivery in a 24x7 follow the sun model.

As CTO, Will is responsible for all technology (physical, virtual, and cloud) that includes Artificial Intelligence, Machine learning (supervised and unsupervised), n-Tier architecture, API infrastructure, and the cleverDome cyber-security platform.

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Mary Kotzman

SVP, Chief Operations Officer

Mary is a senior transformation strategist in the financial services industry with a focus on fiduciary and operational risk practices, ethics, and RIA/BD compliance coupled with an extensive background in the qualified retirement plan space.  Mary’s 28 years of professional experience brings an expertise in Advisor/Firm practice management, RIA/BD regulatory compliance, corporate risk assessment as well as large scale program development incorporating data mining, aggregation, analysis and visualization to optimize firm best practices.

Mary’s primary responsibilities for Intergen Data are to research, innovate, build-out, and run all regulatory and compliance-driven solutions.

Allan Chin

Allan Chin

VP, Business Development

Allan is a financial services technology executive with more than 20 years in financial services and fintech and sits on advisory boards in the Asia Pacific region. Allan has extensive experience in Retail Banking, Corporate Banking, Wealth Management, Digital Banking, Risk Management, and Regulatory Compliance.

Allan is passionate about helping customers and partners with their digital transformation journeys, and support Financial Inclusion in the Digital Age. Before joining InterGen Data in 2020, he served in a series of senior leadership roles at financial services technology organizations in the Asia Pacific region.