Cotality Executive and Leadership Team

May, 2026

Leadership Overview

Cotality has 10 executives leading key functions including strategy, finance, technology, human resources, operations, legal, and brand.

Driven by innovation, Cotality is dedicated to delivering smarter, faster, human experiences that help clients make better decisions and lay the foundation for millions of property decisions daily.

Leadership Roles at Cotality

  • Chief Executive Officer - Patrick Dodd
  • Chief Financial Officer - James Balas
  • Chief Financial Officer, International - Ashley Davies
  • Executive Vice President & Chief Operating Officer - Marian Szefler
  • President - Jason Kingsley
  • Chief Technology Officer - Craig Dargusch
  • Senior Chief Information Officer - Robert Frosell
  • Chief Human Resources Officer - Kendra Angier
  • Chief Legal Officer & Corporate Secretary - Aaron Henry
  • Chief Brand & Communications Officer - Kristie Stegen
  • Patrick Dodd - Chief Executive Officer

    Patrick Dodd, the Chief Executive Officer at Cotality, directs the company's overarching strategy and vision. Dodd guides the executive team in executing initiatives that enhance data-driven insights for clients and support millions of daily property decisions. This leadership role involves fostering a culture of innovation and ensuring the delivery of human-centric experiences across all business units. Patrick Dodd's strategic direction is pivotal in shaping Cotality's market position and driving sustainable growth. The Chief Executive Officer ensures alignment between operational execution and long-term corporate objectives, focusing on market expansion and client value creation. Dodd's oversight extends to all departments, ensuring cohesive progress towards the company's mission of revealing better outcomes through smarter, faster solutions.

    James Balas - Chief Financial Officer

    James Balas, the Chief Financial Officer at Cotality, manages the company's financial health and strategic fiscal planning. Balas oversees all financial operations, including budgeting, forecasting, and capital allocation, ensuring resources are optimized to support Cotality's growth objectives. This role involves close collaboration with other C-suite leaders to align financial strategies with business development and operational efficiency goals. James Balas's expertise is critical in navigating market dynamics and identifying opportunities for financial optimization. The Chief Financial Officer drives initiatives to enhance profitability and shareholder value, while maintaining robust financial controls and compliance. By analyzing financial performance, Balas provides key insights that inform strategic decision-making across the organization, supporting the delivery of smarter, faster experiences.
    James Balas

    Ashley Davies - Chief Financial Officer, International

    Ashley Davies, the Chief Financial Officer, International at Cotality, directs financial strategy and operations for global markets. Davies manages international financial planning, reporting, and compliance, ensuring fiscal discipline across diverse regions. This role involves adapting financial models to local market conditions and supporting international expansion initiatives. Ashley Davies's leadership is crucial for driving profitable growth in overseas territories. The Chief Financial Officer, International collaborates with regional leadership to optimize financial performance and mitigate risks. By overseeing international financial activities, Davies contributes significantly to Cotality's global market presence and its ability to deliver tailored solutions worldwide, supporting millions of property decisions.

    Marian Szefler - Executive Vice President & Chief Operating Officer

    Marian Szefler, the Executive Vice President & Chief Operating Officer at Cotality, directs the company's day-to-day operations and ensures efficient service delivery. Szefler oversees operational processes, driving improvements in productivity and quality across all business units. This position requires a strategic approach to resource management and a focus on optimizing workflows to meet client demands. Marian Szefler's leadership is instrumental in translating strategic objectives into tangible operational outcomes. The Executive Vice President & Chief Operating Officer manages the execution of business plans, ensuring seamless integration of services and support for millions of property decisions. By enhancing operational efficiency, Szefler directly contributes to Cotality's ability to deliver smarter, faster, human experiences.

    Jason Kingsley - President

    Jason Kingsley, the President at Cotality, plays a key role in driving business growth and strategic partnerships. Kingsley focuses on expanding Cotality's market reach and enhancing client relationships through innovative service offerings. This leadership position involves overseeing key business development initiatives and ensuring alignment with the company's overall strategic direction. Jason Kingsley's efforts are crucial for strengthening Cotality's market presence and fostering new opportunities. The President collaborates closely with the executive team to identify and pursue strategic growth avenues. By leading business development efforts, Kingsley directly supports the company's mission to deliver smarter, faster, human experiences and empower millions of property decisions.
    Jason Kingsley

    Craig Dargusch - Chief Technology Officer

    Craig Dargusch, the Chief Technology Officer at Cotality, architects the company's technological infrastructure and innovation roadmap. Dargusch leads the development and implementation of cutting-edge solutions that power Cotality's data-driven insights and property decision-making platforms. This position requires a deep understanding of emerging technologies and their application to enhance user experiences and operational efficiency. Craig Dargusch's vision is essential for maintaining Cotality's competitive edge in the market. The Chief Technology Officer oversees all aspects of technology, from software development to cybersecurity, ensuring robust and scalable systems. By driving technological advancements, Dargusch directly supports the company's mission to deliver smarter, faster, human experiences and lay the foundation for millions of daily property decisions.

    Robert Frosell - Senior Chief Information Officer

    Robert Frosell, the Senior Chief Information Officer at Cotality, oversees the company's information systems and technology infrastructure. Frosell ensures the security, reliability, and efficiency of all IT operations, supporting Cotality's data-driven insights and client-facing platforms. This leadership position involves managing IT resources, implementing best practices, and aligning technology strategies with business objectives. Robert Frosell's expertise is vital for maintaining operational continuity and enabling digital transformation. The Senior Chief Information Officer directs the IT department's efforts in supporting business functions and enhancing the overall user experience. By optimizing information systems, Frosell plays a key part in delivering smarter, faster, human experiences for clients and employees alike.

    Kendra Angier - Chief Human Resources Officer

    Kendra Angier, the Chief Human Resources Officer at Cotality, leads the company's talent management and organizational development strategies. Angier focuses on cultivating a high-performance culture, attracting top talent, and ensuring employee engagement and development. This role is critical for aligning human capital with Cotality's strategic goals and fostering an environment that supports innovation and client success. Kendra Angier's leadership ensures that Cotality has the skilled workforce necessary to deliver exceptional services. The Chief Human Resources Officer oversees all HR functions, including compensation, benefits, and employee relations, driving initiatives that enhance the employee experience. By championing people-centric policies, Angier supports the company's mission to deliver smarter, faster, human experiences.
    Kendra Angier
    Aaron Henry, the Chief Legal Officer & Corporate Secretary at Cotality, provides strategic legal counsel and oversees corporate governance. Henry ensures compliance with all applicable laws and regulations, managing legal risks and advising the board of directors and executive team on critical matters. This position requires a comprehensive understanding of corporate law and its application to business operations. Aaron Henry's legal expertise is fundamental to safeguarding Cotality's interests and maintaining ethical standards. The Chief Legal Officer & Corporate Secretary manages the legal department's functions and advises on all legal aspects of the company's operations. By ensuring legal integrity, Henry supports the company's mission to deliver smarter, faster, human experiences.
    Aaron Henry

    Kristie Stegen - Chief Brand & Communications Officer

    Kristie Stegen, the Chief Brand & Communications Officer at Cotality, shapes and manages the company's brand identity and public relations strategy. Stegen oversees all internal and external communications, ensuring a consistent and compelling brand message that resonates with clients and stakeholders. This role is vital for building brand equity and enhancing Cotality's reputation in the market. Kristie Stegen's strategic communication efforts are essential for reinforcing the company's value proposition. The Chief Brand & Communications Officer directs initiatives to elevate brand awareness and engagement. By managing communications, Stegen supports the delivery of smarter, faster, human experiences and reinforces Cotality's commitment to empowering property decisions.
    Kristie Stegen

    Explore Leadership Teams in Business Intelligence (BI) Software

    Frequently Asked Questions Regarding Cotality Top Executives and Leadership Team

    Who leads Cotality?
    Cotality is led by Patrick Dodd (Chief Executive Officer), along with executives such as James Balas (Chief Financial Officer) and Ashley Davies (Chief Financial Officer, International).
    Who is part of Cotality’s executive team?
    The executive team of Cotality includes leaders such as Patrick Dodd (Chief Executive Officer), James Balas (Chief Financial Officer), Ashley Davies (Chief Financial Officer, International) and other senior executives.
    How many executives does Cotality have?
    Cotality has 10 executives leading key business areas.
    What roles are included in Cotality’s leadership team?
    The leadership team of Cotality includes roles such as Chief Executive Officer, Chief Financial Officer, Chief Financial Officer, International, Executive Vice President & Chief Operating Officer, President.