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

    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
    • Jennifer Naudin, J.D. Senior Compliance Professional
    • Christian Coupet, CAMS Senior Compliance Professional
    • Cristiane Fernandes 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