Implementation & Support Teams

Implementation & Support Teams

Eric Donofrio

Chief Compliance Officer

Nancy Hoag

Vice President of Marketing

Jodi Galperin, PHR

Director of HR and Administration

Kelli VanSickle

Director of Accounting

Jon Corrigan

Content Marketing Specialist

Melis Mandal

Marketing Assistant

Christine Belcher

Executive Assistant

Motaz Alnakhalah

Senior Accounting and Business Intelligence Analyst

Dani Rose Piper

Licensing and Contracting, CRM Operation Administration

Cindy Gresham

Executive Assistant / Assistant Manager

Michelle Anstett

Executive Assistant

Tina Truax

Executive Assistant

Lameese Porada

Front Desk Receptionist

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Tammy Leichtnam

Accounting Assistant

Chris Cornelius

Bookkeeper