Our Professionals
Senior Managing Directors
Managing Directors
Senior Advisors
Directors
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Trish Lagodzinski, CAMS
Senior Director - Licensing
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Richard Davis
Senior Director - Chartwell
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Hilda Mussi, CAMS
Senior Director - Banking Compliance
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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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Eric Gagnon
Senior Director - Licensing
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KC Gingras
Director - Banking Compliance
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Meagan Mosslih, CAMS
Director - Banking Compliance
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Michelle Hathcock, CCI
Director - Licensing
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Lauren Ceniviva, CRCM
Director - Federal Compliance
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Erik Kemme
Director - Banking Compliance
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Jacob Hines
Director - Licensing
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Heather Chester, CAMS
Director - Banking Compliance
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Austin Briggs
Director - Licensing
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Daniel Lee, CAMS
Director - Federal Compliance
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Karen Greene
Director - Licensing
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Kay Toscano, CRCM, CAFP
Director - Federal Compliance
Associates
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Claudia Raskey
Senior Associate - Federal Compliance
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Patricia Lewis
Senior Associate - Global Outsourced Compliance
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Megan Holyfield
Senior Associate - Banking Compliance
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Gregory Scheffler
Senior Associate - Licensing
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Olivia Turner
Senior Associate - Licensing
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Juan Saa
Senior Associate - Global Outsourced Compliance
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Tara Rivet
Senior Associate - Licensing
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Mark Hardin
Associate - Banking Compliance
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Jeb Cliber
Associate - Banking 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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Dustin Stephans
Associate - Licensing
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Christopher Wilson
Associate - Banking Compliance
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Keith Brown
Associate - Banking Compliance
