Our Consulting Professionals

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Senior Management

  • Daniel Weiss President & CEO
  • Rob Ayers Chief Commercial Officer
  • Michael R. Giacco Chief Technology Officer
  • Jonathan Abratt Chief of Staff


  • Jason Noto, Esq. General Counsel
  • Langley Perry, Esq. Associate Counsel


  • Bob Mengani Managing Compliance Director
  • Jeanne Schurott, CAMS Senior Compliance Director
  • Karen Schirmer Senior Compliance Director
  • Kris Welch, CRCM, CAMS Vice President
  • Trish Lagodzinski Compliance Director
  • Maria Maxwell, CAMS Compliance Director
  • Brandi B. Reynolds, CAMS-Audit Compliance Director
  • Our Consulting Professionals

    • Bonnie Brillhart Compliance Professional
    • Lily Sayers Operations Director
    • Petra Hrachova, CRCM, CAMS Senior Compliance Professional and Training Manager
    • Dennis Lormel Senior Advisor
    • Robert Pasley Senior Advisor
    • Jill Emerson Senior Compliance Professional
    • Jennifer Naudin, J.D. Senior Compliance Professional
    • Christian Coupet, CAMS Senior Compliance Professional
    • Cristiane Fernandes Senior Compliance Professional
    • Tanika Gonzales Associate Compliance Professional
    • KC Gingras, CFE Associate Compliance Professional
    • Omar Magana, CAMS Senior Compliance Professional

Professional Staff

  • Grainne Sen Human Resources Manager
  • Iman Boussaada Corporate Development Manager
  • Kym Rambelle Project Management Director
  • Elaine Burks Director of Business Development
  • Sherry Tomac, PMP Project Management Executive and Kaizen Manager
  • Daphne Hoover Information Security and Business Continuity Director
  • Richard Davis Operations Manager
  • Jamie Steed Corporate Finance Associate
  • Melissa Padgett Administrative Operations Manager
  • Amnon Zatorsky Corporate Finance Associate