Alexander Whitman
Technology and Information Specialist
Corporate
Meet Our Team
Driving Impact, One Client at a Time.
We help clients achieve their goals and create lasting impact.
Andy Mendiola
Managing Director
Talent Solutions
Barry Jackson
Practice Leader, Legal Resources
Advisory Services
Barry Wagman
Managing Director
Mergers & Succession Planning
Ben Nunes
Chief of Staff to CEO
Corporate
Charles Whitman
Director of Finance and Business Development
Corporate
Cristine O’Keefe
Practice Leader, Funding Solutions
Advisory Services
David Kells
Practice Leader, Enhancing Profit
Enhancing Profit
David Pence
Practice Leader, Latin America
Advisory Services
David Wolfskehl
Chief Operating Officer
Corporate
Don Leavy
Managing Director
Talent Solutions
Erin Hartman
President & Managing Director, Conventus
Advisory Services
Gino Lopez
Sales Support Manager
Sales Support
Jacob Whitman
Talent Acquisition Specialist
Talent Solutions
Jason McKeever
Practice Leader, Learning & Development
Enhancing Profit
Jason Medeiros
Managing Director, Executive Search and Interim CFO
Talent Solutions
Jennifer Palmer Farrington
Chief Marketing Officer
Corporate
Jim Tempio
Managing Director
Advisory Services
John Cross
Fractional Chief Financial Officer
Talent Solutions
Julius Picardi
Managing Director
Advisory Services
Justin Wolfskehl
AI Manager
Mergers & Succession Planning
Kenneth Esteban
Brand Manager
Sales Support
Kirk Lastierre
Talent Acquisition Specialist
Talent Solutions
Larry Wachs
Managing Director
Enhancing Profit
Laurence Whittam
Practice Leader, Global Strategy
Advisory Services
Lorraine Veloso
Brand Manager
Sales Support
Marie San Jose
Talent Head
Talent Solutions
Mark Basinski
Managing Director
Mergers & Succession Planning
Mary Ardath
Managing Director
Mergers & Succession Planning
Melissa Pinedo
Business Development, Latin America
Marketing
Michael Andriola
Fractional Chief Financial Officer
Talent Solutions
Michael Wirth
Fractional Chief Financial Officer
Talent Solutions
Mike Zaremski
Managing Director, Executive Search and Interim CFO
Talent Solutions
Nancy Egan
Managing Director
Mergers & Succession Planning
Nathan Fong
Fractional Chief Financial Officer
Talent Solutions
Paolo Acierto
Administrative Assistant
Sales Support
Paul Trager
Fractional Chief Financial Officer
Talent Solutions
Pete Caltabiano
Managing Director, Fractional and Interim CFO
Talent Solutions
Philip J. Whitman, CPA
CEO & President
Corporate
Richard Shippee
Managing Director
Mergers & Succession Planning
Rick Fisher
Managing Director
Mergers & Succession Planning
Robert DiFortuna
Fractional Chief Financial Officer
Talent Solutions
Russell Best
Managing Director
Mergers & Succession Planning
Shreya Ladia
External Bookkeeper
Sales Support
Steve Clark
Fractional Chief Financial Officer
Talent Solutions
Tavi Meketon, MBA, SPHR, CPRC, PAFM
Managing Director, Profit Team & Partner Transition
Enhancing Profit
Terry Putney
Practice Leader
Mergers & Succession Planning
Walter J. Brasch, CPA, CGMA
Managing Director
Mergers & Succession Planning
Yael Delcano
Administrative Assistant & Internal Bookkeeper
Sales Support
Yani Tan
Executive Assistant & Manager Virtual Support
Sales Support
SERVICES & INDUSTRIES
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