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Our Team  &  Their Proven Track Record

  • Dan Weiss - President, CEO
    (MVB Bank, Chartwell, Microfinance International Corp, Walton Mgmt)

  • Nora Weiss - Chief Strategy Officer
    (Chartwell, Academy for Educational Development)

  • Liza Gonzalez Ramsey, CAMS - Senior Vice President
    (Real Time Technologies, Incomm Pymnts, Qpay, Inc, IBM Corp)

  • ​​Hilda Mussi, CAMS - Vice President
    (Ankura, MVB Bank, Chartwell, Rapyd, Noventis, Transnetwork, Bancomer TS)​​​

  • Kym Rambelle - Vice President
    (Ankura, MVB Bank, Chartwell, First Data, Applied Digital Data Systems)

  • Richard Davis - Vice President
    (Ankura, MVB Bank, Chartwell, Sigue, Travelex)​​​

  • Sunni Wallace - Vice President
    (Procore, BlackRock, Silicon Valley Bank, PayPal, Square)

  • Aimee Channer - Director
    (Penny International, Sisters & Company, Inland Revenue NZ)

  • Brandie Commiato - Director​​​
    (USAA, Citbank, MoneyGram International)​​​

  • Gina Anderson, CAMS - Director
    (Dolex)

  • Karina Naringahon - Director
    (Real Time Financial Srvcs, Cash Cloud Inc, Stoneex Pymnts Srvcs, Westamerica Bank)

  • Maria Padilla - Senior Associate
    (Airbnb, Ankura, MVB Bank, Chartwell, AFEX, Sigue)

  • Prabha Jagannathan, CAMS - Director
    (MVB Bank, Chartwell, Fidelity Information Services)

  • Rah Chalmer - Director​​​
    (Section 2, Ovanti x Flote, Socure, Moov)​​​

  • Ronald Jackson, G-FCCI - Director​​​
    (Wells Fargo, Mechanics Bank)​​​

  • Ann Obiukwu, CAMS - Associate
    (KPMG, USAA, Bank of America)

  • Daniele Brown, CAMS - Associate
    (PricewaterhouseCoopers, Republic Finance)

  • Kalyani Weiss - Associate
    (Highwater Bound)

  • Karen Schirmer - Senior Advisor
    (Chartwell, First Data, Western Union)

  • Jennifer Cliber-Smith - Senior Advisor
    (Chartwell, First Bank of Frederick)

  • Ana Casanueva - Senior Advisor
    (Casabyeva Law PLLC , Byline Bank, Controladora GEK)

  • Bob Pasley, J.D - Senior Advisor, CAMS 
    (Bank of America, Financial Crimes Enforcement Network - FinCEN, Office of the Comptroller of the Currency - OCC )

  • Danielle (Campbell) Graffunder, MBA, CRCM – Senior Advisor
    (Bank of America, Financial Crimes Enforcement Network - FinCEN, Office of the Comptroller of the Currency - OCC )

  • Dennis Lormel - Senior Advisor 
    (Federal Bureau of Investigations)

  • Julio Prada - Senior Advisor
    (MVB Bank, Chartwell, California Department of Business Oversight)

  • Mathieu Chevalier - Senior Advisor
    (MVB Bank, Amadeu, Bankinter)

  • Matt West - Senior Advisor
    (MVB Financial, GE)​​

  • Richard Bialek - Advisor Emerging Markets Growth
    (Eleven Canterbury, Global Technology Partners, GE Capital, Visa)

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