Dale Okuno: Co-Founder / President & CEO
Dilip Sontakey: Co-Founder / Chief Technology Officer
Morgan Underwood: Vice President Product Development
Muthu Arumugham: Vice President Technology
Janet Ruffing: Vice President Customer Service
Danny Torii: Vice President Administration
Chris Aitkens: Director of Retail Sales
Wallace Ng: Director of Finance

Dale Okuno, Co-Founder / President & CEO
Dale Okuno began his career as an agent with Transamerica Occidental Life in 1975. He later qualified for his company's top production club and earned life membership in the Million Dollar Round Table. After seven years of selling, Mr. Okuno became a general agent and took over his father's agency in 1982. In 1984 his agency received the company's prestigious President's Cup Award.

In an effort to increase his agency's marketing power and to streamline office operations, Mr. Okuno initiated the development of Client Data System, a practice management software solution specifically designed for life insurance agents, managers, and investment advisors. In 1985, Mr. Okuno partnered with Dilip Sontakey and founded E-Z Data, Inc. to capitalize on the need for these solutions in the financial services marketplace.

Today, E-Z Data is recognized as the industry-leading provider of Practice Management, Agency Management, and Customer Relationship Management solutions for the insurance and financial services industry.

Dilip Sontakey, Co-Founder / Chief Technology Officer
Dilip Sontakey earned his Bachelor of Science Degree in Electronics and Communications from VR College of Engineering in Nagpur, India; he was awarded the Gold Medal for the highest grade point average in the University. He earned his Master's Degree in Computer Science at IIT Madras and began his software career as a Project Manager at Patni Computer Systems in Bombay, India. As a consultant for Transamerica Occidental Life Insurance Company and the Beneficial Standard Life Insurance Company, Mr. Sontakey rewrote their respective illustration software.

In 1986, he co-founded E-Z Data, Inc. with Dale Okuno, pioneering the core concepts and components that embody the current Customer Relationship Management software category. Today there are over 90,000 users worldwide of E-Z Data's software solutions, recognized as the industry-leading Customer Relationship Management tool especially designed for insurance agents, managers, and investment advisors.

Morgan Underwood, Vice President Product Development
Mr. Underwood manages E-Z Data's product roadmap for all software solutions and the team responsible for delivery on the roadmap.

Mr. Underwood graduated with a BA in Business from Loyola Marymount University in 1982. Following graduation, he worked for his father's growing financial planning practice, providing back-office support. To facilitate client communication of investment portfolio account information, he developed The Client Manager, a commercial application specifically designed for financial planners.

Mr. Underwood sold his company, Morgan Software, to E-Z Data in 1989, to pursue a career managing the Los Angeles office of Winson-Olsen, a networking systems company. He joined E-Z Data as a product development specialist in 1992.

As a frequent speaker for industry conferences, Mr. Underwood is able to combine technical expertise with real-world experience in developing and implementing Client Relationship Management applications and addressing integration issues.

Muthu Arumugham, Vice President Technology
Muthu Arumugham graduated from the University of Madras, India, with a Bachelor of Science Degree in Physics and Electronics in 1986, and also completed a Bachelor of Science Degree in Computer Science and Engineering from the University of Hyderabad, India in 1989. He was awarded the gold medal for securing first position (the highest GPA) in the University.

After graduating in 1989, Mr. Arumugham began his career with CMC India, Ltd, as an Associate Systems Engineer of Research and Development, and contributed to the development of Office Automation software. In 1990, he worked for Pyramid Technology Corporation in Mountain View, CA, on the High Availability Systems.

In 1990, Mr. Arumugham joined E-Z Data and was one of the main architects of E-Z Data's flagship product, CDS(r) for Windows. From 1997 to 1998, he was a member of the OlifE Technology Advisory Committee.

Mr. Arumugham has been serving as Vice President, Technology of E-Z Data since 1995. He leads the Internet development team for SmartOffice, paying special attention to the issues regarding the J2EE based platform, integration, architecture issues, etc. He actively participates in the design issues of industry-specific standard associations such as ACORD, NAILBA, and others.

Janet Ruffing, Vice President Customer Service
Ms. Ruffing is responsible for E-Z Data's Technical Support and Training Services departments. Her teams share a common mission of helping insurance and financial professionals put E-Z Data systems to work in their business. Ms. Ruffing joined the firm in 1989 and lists technical support, marketing, technical writing, and training among the many roles she has filled during her tenure.

Prior to joining E-Z Data, Ms. Ruffing marketed AT&T products and services as sales representative for Cincinnati Bell Telephone. She attended the University of Cincinnati where she graduated summa cum laude with a BS degree in Finance and Marketing.

Danny Torii, Vice President Administration
A veteran member of E-Z Data's management team, Mr. Torii joined the company in 1990 and is currently responsible for various aspects of operations, including facilities management, order fulfillment, non-computer related purchasing, development/contracts administration, accounting, and legal.

Prior to joining E-Z Data, Mr. Torii served as General Manager of the Southern California Flower Market, the largest wholesale flower terminal in the U.S., as well as executive director of the Southern California Flower Growers, Inc., and as a member of the Economic Council of the City of Los Angeles. Mr. Torii attended the University of Southern California on a full academic scholarship with majors in both psychology and business administration.

Chris Aitkens, Director of Retail Sales
Mr. Aitkens has focused his entire career on the financial services industry. From his beginnings as a software support analyst, he has worked continuously to help insurance agents and financial advisors utilize software to help build a successful practice. During his tenure at E-Z Data, Mr. Aitkens has played key roles in both retail and corporate sales. He now leads E-Z Data's retail sales team, responsible for agent/advisor practice management solutions and agency management solutions. He holds a Bachelor of Science degree in Management Information Systems (MIS) from California State University, Northridge.

Wallace Ng, Director of Finance
Mr. Ng is responsible for the management and refinement of E-Z Data’s finances, accounting systems, and accounting practices.

Prior to joining E-Z Data in 1999, Mr. Ng acquired significant international business experience while employed by Ernst & Young in Hong Kong where he conducted financial audits of international conglomerates in both Hong Kong and the People’s Republic of China. As the Senior Internal Auditor of Caltex Oil (a joint venture of Chevron and Texaco), Mr. Ng led operational audits and provided consulting for the company’s “Customer 1st” program as well as establishing “best practices” for the various divisions and joint ventures in Asia. He holds a Bachelor of Science degree in Business Administration from California State University, Los Angeles and has been a Certified Public Accountant since 1992.