Rohit Mahna

Chief Revenue Officer DriveWealth

Last Reviewed: September 27, 2026

Executive Summary

Rohit Mahna is Chief Revenue Officer of DriveWealth, the New York company that provides Brokerage-as-a-Service, the APIs and regulated broker-dealer infrastructure that let digital wallets, fintechs, broker-dealers and consumer brands offer investing to their own customers. He was appointed in April 2026 and reports directly to CEO Naureen Hassan, with responsibility for aligning DriveWealth’s sales, relationship management and marketing teams behind a single global go-to-market strategy. He came from the institutional side of the same market. At Fidelity Institutional, Fidelity’s B2B custody and clearing business, he was Head of Client Growth. Before that he spent more than a decade at Salesforce, where he helped architect Financial Services Cloud.

Career Highlights

• Appointed Chief Revenue Officer of DriveWealth on 1 April 2026, one of two senior hires the company announced that day alongside a new Chief Risk and Compliance Officer.
• As Head of Client Growth at Fidelity Institutional, led the sales and relationship management teams serving RIAs, family offices and brokerage firms.
• Spent more than a decade at Salesforce and helped architect Financial Services Cloud, which the company describes as Salesforce’s first industry-specific application.
• Registered with FINRA through DriveWealth, LLC, holding the Series 7TO, Series 24 and SIE examinations, with no disclosures on BrokerCheck.
• Holds a BS in Business and Economics from Lehigh University.

Professional Journey

Mahna studied business and economics at Lehigh University. By DriveWealth’s account he has more than 20 years of experience across financial services and technology, and a large part of it was at Salesforce. He spent more than a decade there and helped architect Financial Services Cloud, which DriveWealth describes as Salesforce’s first industry-specific application.

At Fidelity Institutional, the part of Fidelity that provides custody and clearing to other firms, he was Head of Client Growth, leading the sales and relationship management teams that served registered investment advisers, family offices and brokerage firms. FINRA records show his securities registrations there beginning in December 2022 and ending in January 2026, and show that he passed the SIE, Series 7TO and Series 24 principal examinations during that period.

DriveWealth announced his appointment as Chief Revenue Officer on 1 April 2026, and his registration with DriveWealth, LLC began the same day. The company, founded by Robert Cortright and now led by former UBS Americas president Naureen Hassan, sells brokerage infrastructure business to business. Its partners use DriveWealth’s APIs to offer everything from conventional trading to fractional-share purchases made by rounding up everyday spending. Hassan said at the time that he would “drive our global go-to-market strategy, ensuring our Sales, Relationship Management, and Marketing teams are fully aligned as we scale.” Mahna described DriveWealth as being “at the forefront of a transformational shift in how financial services are delivered and consumed.”

Education

Lehigh University

BS, Business and Economics