Our Professionals
Senior Managing Directors
Managing Directors
Senior Advisors
Directors
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Trish Lagodzinski
Senior Director - Licensing
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Martin Patterson, CAMS
Senior Director - Global Outsourced Compliance
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Xazel Garcia
Senior Director - Licensing
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Richard Davis
Director - Chartwell
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KC Gingras
Director - Banking Compliance
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Hilda Mussi, CAMS
Director - Banking Compliance
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Meagan Mosslih
Director - Banking Compliance
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Michelle Hathcock
Director - Licensing
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Lauren Ceniviva, CRCM
Director - Federal Compliance
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Monica Morales, CAMS, CFE, CAIC
Director - Global Outsourced Compliance
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Russell Morin, CAMS
Director - Federal Compliance
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Austin Briggs
Director - Licensing
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Karen Tingley
Director - Licensing
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Eric Gagnon
Director - Licensing
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Daniel Lee
Director - Federal Compliance
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Kay Toscano, CRCM, CAFP
Director - Federal Compliance
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Vick Ekizian, CAMS, PMI-RMP, CCFI
Director - Global Outsourced Compliance
Associates
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Patricia Lewis
Senior Associate - Global Outsourced Compliance
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Erik Kemme
Senior Associate - Team Lead - Banking Compliance
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Jacob Hines
Senior Associate - Licensing
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Jessica Crosbie
Senior Associate - Licensing
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Heather Chester, CAMS
Senior Associate - Banking Compliance
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Megan Holyfield
Senior Associate - Banking Compliance
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Crystal Zayas
Senior Associate - Licensing
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Patrick Aspacher
Senior Associate - Licensing
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Karen Elliott
Senior Associate - Licensing
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Jaanae Wilkes
Senior Associate - Licensing
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Lisa Mueller, CAMS
Senior Associate - Banking Compliance
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Claudia Raskey
Associate - Federal Compliance
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Mark Hardin
Associate - Banking Compliance
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Jeb Cliber
Associate - Banking Compliance
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Maria Padilla
Associate - Global Outsourced Compliance
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Ivan Wyrsta, CAMS
Associate - Banking Compliance
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Samuel Kraus
Associate - Banking Compliance
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Javier Sepúlveda
Associate - Banking Compliance
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Lizbeth Villareal
Associate - Banking Compliance
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Susan Phetmisy-Liwag
Associate - Global Outsourced Compliance
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Gregory Scheffler
Associate - Licensing
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Olivia Turner
Associate - Licensing
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Dustin Stephans
Associate - Licensing
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Juan Saa
Associate - Global Outsourced Compliance
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Christopher Wilson
Associate - Banking Compliance
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Keith Brown
Associate - Banking Compliance
