The People Behind the Work

Our Team

Together we leverage our dynamic skillsets to efficiently and successfully service the needs of our clients.

Leadership

Our Management Team

Peter Quinn
Peter Quinn, CPA
Chief Executive Officer
Christa DeOliveira
Christa DeOliveira, CIA, CCEP
Chief Compliance Officer
Rudy Quinn
Rudy Quinn
President
Ari Mizrahi
Ari Mizrahi, CISSP, OSCP
Information Technology Director
Mike Ryan
Mike Ryan
Business Development Director
Kathleen Manzella
Kathleen Manzella
Client Services Manager
Steve Reed
Steve Reed
Unclaimed Property Canada
Liliya Gurevich
Liliya Gurevich
Client Services
Sales

Our Account Executives

Inette Fernandez
Inette Fernandez
Account Executive
Roberta Bekerman
Roberta Bekerman
Account Executive
Advisors

Our Advisory Team

Richard J. Amodeo
Richard J. Amodeo
Co-founder
Charles Ginsberg
Charles Ginsberg
Co-founder

Contact us

If you received a letter or need any help.