Our Consulting Professionals

Please click on images for full bio information

Executive Management

  • Daniel Weiss Chief Executive Officer
  • Steve Hagar President

Senior Management

  • Rob Ayers Chief Commercial Officer
  • Kris Welch, CRCM, CAMS Vice President
  • Michael R. Giacco Chief Technology Officer
  • Counsel

    • Jason Noto, Esq. General Counsel
    • Ernest Garcia, Esq. Deputy Counsel
    • Langley Perry, Esq. Associate Counsel
    • Directors

      • Jeanne Schurott, CAMS Director, Compliance and Strategic Financial Planning
      • Trish Lagodzinski Compliance Director
      • Luis Trujillo, CAMS Compliance Director
      • Bob Mengani Senior Compliance Director
      • Karen Schirmer Senior Compliance Director

      Our Consulting Professionals

      • Nanette Stanley, CRCM Senior Advisor
      • Bonnie Brillhart Associate 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
      • Brandi Reynolds, CAMS Senior Compliance Professional
      • Professional Staff

        • Grainne Sen Operations and Marketing Manager
        • Jeff Bigley Sales and Marketing Associate
        • Iman Boussaada Corporate Development Manager
        • Kym Rambelle Project Management Director
        • Elaine Burks Director of Business Development
        • Felicia Gomes Human Resources Officer & Bookkeeper
        • Craig Mitchell Senior Enterprise Solutions Architect
        • Sherry Tomac, PMP Project Management Executive and Kaizen Manager
        • Daphne Hoover Information Security and Business Continuity Director