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
      • Our Consulting Professionals

        • Karen Schirmer Senior Advisor
        • 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

      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