Our Professionals
Executive Management
Board of Directors
Vice Presidents
Senior Advisors
Directors
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Trish Lagodzinski
Senior Compliance Director - Licensing
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Lily Sayers
Compliance & Training Director - Licensing
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Emmanuel Olivas, CAMS
Compliance Director - Fintech Compliance
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Hilda Mussi, CAMS
Compliance Director - Banking Compliance
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Mark Wasylechko, CAMS, CBP, CAIA
Compliance Director - Fintech Compliance
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Martin Patterson, CAMS
Compliance Director - Global Outsourced Compliance
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Russell Morin, CAMS
Compliance Director - Fintech Compliance
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Anne Walton, CAMS
Compliance Director - Global Outsourced Compliance
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KC Gingras, CFE
Assistant Compliance Director - Banking Compliance
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R.A. Matthews
Assistant Compliance Director - Banking Compliance
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Xazel Garcia
Assistant Director - Licensing
Compliance Professionals
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Christa Fazzi
Senior Compliance Professional - Licensing
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Trisha L. Shirey, CBAP
Senior Compliance Professional - Banking Compliance
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Meagan Mosslih
Senior Compliance Professional - Banking Compliance
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Michelle Hathcock
Senior Compliance Professional - Licensing
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Monica Morales, CAMS, CFE
Senior Compliance Professional - Global Outsourced Compliance
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Jacob Hines
Senior Compliance Professional - Licensing
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Kayla Burke
Compliance Professional - Licensing
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Andrea Thomas
Compliance Professional - Licensing
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Julieta Vital Garay, CAMS
Compliance Professional - Licensing
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Lauren Ceniviva
Compliance Professional - Fintech Compliance
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Patricia Lewis
Compliance Professional - Global Outsourced Compliance
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Tyler Smith
Compliance Professional - Licensing
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Jessica Crosbie
Compliance Professional - Licensing
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Susan Phetmisy
Compliance Professional - Global Outsourced Compliance
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Claudia Raskey
Compliance Analyst - Fintech Compliance
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Kennedy Meda, CFE
Compliance Analyst - Banking Compliance
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Mark Hardin
Compliance Analyst - Banking Compliance
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Jeb Cliber
Compliance Analyst - Banking Compliance
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Maria Padilla
Compliance Analyst - Global Outsourced Compliance
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Genevieve Lang-Thackham
Compliance Assistant - Licensing
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Sean McCormick, CAMS
Compliance Analyst - Banking Compliance
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Ivan Wyrsta
Compliance Analyst - Banking Compliance
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Prabha Jagannathan, CAMS
Compliance Analyst - Banking Compliance
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Beverly Huffman, PMP, CBAP
Compliance Analyst - Banking Compliance
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Samuel Kraus
Compliance Analyst - Banking Compliance
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Javier Sepúlveda
Compliance Analyst - Banking Compliance
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Erik Kemme
Compliance Analyst - Banking Compliance
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Heather Chester, CAMS
Compliance Analyst - Banking Compliance
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Lizbeth Villareal
Compliance Analyst - Banking Compliance
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Aquilas Lim
Compliance Assistant - Licensing
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Danika Streater, CAMS
Compliance Analyst - Banking Compliance
- Megan Holyfield Compliance Analyst - Banking Compliance
Professional Staff
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Richard Davis
Corporate Services Director - Chartwell
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Jamie Steed
Corporate Finance Senior Manager
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Pravnav Shastry
Business Development Manager
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Kym Rambelle
Project Manager Director
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Andrea Sepúlveda, MBA
Administrative Assistant
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Evan Hays
Corporate Development Assistant, Chartwell Compliance; Project Manager, Canopy Heritage
- Samuel Gaspar Corporate Development Assistant, Chartwell Compliance; Project Manager, Canopy Heritage