STRETTO - Key Persons
For almost 15 years, Brian has overseen the development and expansion of Stretto's Corporate Restructuring Team. Under his direction, streamlined account implementation procedures have been deployed between Stretto's Banking and Client Support Teams, resulting in higher level service and improved case-management efficiency. Brian has directed the onboarding, direction, and securitization of billions of dollars in estate funds for public and privately held companies in such diverse sectors as energy, healthcare, manufacturing, financial services and retail. Clients rely on Brian for his consistent responsiveness and deft approach to identifying solutions to their various banking related needs. Brian serves on the Stretto Executive Management Team, providing thought leadership and guidance on the company's services geared toward corporate-restructuring Attorneys, fiduciaries, and receivers, as well as financial and turnaround advisors. Recognized as an Emerging Leader by M&A Advisor, he is committed to supporting key industry organizations, and is a member of ABI, TMA, AIRA, and NAFER.
Job Titles:
- Member of the Executives Team
- Director, Banking Operations & Service
With over 30 years of cumulative financial institution, investment management and bankruptcy industry experience, Charlene brings substantive know-how to her role as Director. Directing a team of skilled banking experts, she is responsible for cultivating and maintaining Stretto's nationwide network of bank relationships. Working closely with the Product Development Team, Charlene oversees the due diligence and integration procedures for new financial partners. With a strategic focus on internal and external process efficiency, she leads the robust onboarding program, conducting informative training sessions and serving as a liaison between bank personnel and our clients. Charlene monitors overall data and risk control across all of the company's deposit management platforms. Fiduciaries rely on Charlene and her team for their commitment in providing seamless bank account and transaction administration. Prior to joining Stretto, Charlene held positions with JPMorgan Chase, State Street Bank and The Capital Group.
Job Titles:
- Managing Director
- Member of the Executives Team
As Managing Director, Dave draws on nearly 20 years of bankruptcy know-how to skillfully facilitate case-management, providing nuanced direction across Stretto's service-oriented disciplines. He brings substantive insight and hands-on experience working closely with a multitude of departments including Client Services, Banking Services and Technical Support. Recognized as an industry expert, Dave utilizes his in-depth industry knowledge to assist clients, ensuring seamless case administration. Trustees and Administrators consult Dave when seeking new opportunities to maximize operational efficiency. Focused on the northeast region, clients rely on his keen ability to understand complex regulatory issues as well as day-to-day operational challenges they may face. Dave is an active member of NABT and serves on Stretto's Executive Management Team.
Job Titles:
- Chief Executive Officer
- Co - Chief Executive Officer
As Co-Chief Executive Officer, Eric directs the growth and expansion strategy for Stretto. Respected as a revolutionary in the bankruptcy industry, he has over 20 years of expertise supporting the development of his long-term vision for the company. Drawing on his unique insight and experience as co-founder of Kurtzman Carson Consultants, Eric works with Stretto's Chief Integration Officer to conduct risk analysis, evaluate investment potential, and provide guidance to the Board of Directors on investment risk and return. Along with the Chief Operating Officer, he outlines financial, service and development objectives for each business division and establishes metrics to ensure targeted performance goals across multiple service lines are not just met, but exceeded. Leading the company's Executive Management Team, Eric is responsible for strengthening the vitality and sustainability of Stretto as a leading bankruptcy-services provider.
Fred leverages over 20 years of operational and business acumen in his role as Senior Managing Director. Overseeing Stretto Deposit, Disbursement, and Escrow Services, Fred is responsible for identifying opportunities for market growth, expanding the operational platform supporting this business line, and maintaining the company's nationwide network of bank partners. He oversees an established infrastructure of best-in-class technology and streamlined workflows, ensuring Stretto provides maximum efficiency in deposit and case management to its wide range of fiduciary clients. Prior to joining Stretto's team, Fred held senior positions at iMatrix and Kurtzman Carson Consultants. Fred received his JD from the University of Pittsburgh and MBA from the University of Tennessee.
Job Titles:
- Business Analyst
- Member of the Executives Team
George brings over 20 years of substantive expertise to his role as Business Analyst. As a licensed Attorney, he has comprehensive knowledge of bankruptcy law, focusing on state and federal regulations. George has particular experience with judicial proceedings and processes, as well as forms and means tests. He is adept at understanding how Stretto's case-management technology needs to be developed to comply with bankruptcy rules and requirements. Clients rely on George's proven ability to navigate an ever-changing industry and stay abreast of market trends and legislative developments that impact their businesses. He frequently speaks at bankruptcy events and publishes thought-leadership pieces in industry trades. Prior to joining Stretto, George was a solo practitioner and a Senior Legal Analyst at Wolters Kluwer Law & Business.
With over 25 years of combined legal, bankruptcy industry and technology proficiency, Igor brings considerable expertise to his role as Managing Director. Prior to joining Stretto, he served as COO at Default Mitigation Management LLC (DMM). While at the company Igor co-created the DMM Portal, the industry's leading technology platform specifically designed to facilitate mortgage and student loan debt resolution. With Stretto's acquisition of DMM, Igor is responsible for overseeing the day-to-day development and integration of the DMM Portal. He directs a team of subject-matter experts who are focused on expanding adoption of both the mortgage and student loan modification programs with the goal of making debt resolution a more simplified process for an increased number of nationwide borrowers. Having earned his J.D. from Cornell Law School, Igor is respected by Stretto's debtor Attorney clients for having a thorough understanding of the consumer bankruptcy process and the administrative hurdles both lawyers and their clients must navigate to ensure a successful resolution. Internally, his colleagues value his particular expertise and the role he plays in enhancing the company's suite of debtor Attorney products and services.
Stretto Managing Director Igor Roitburg and Erik Clark provide insight into the ins-and-outs of home-mortgage modification vs. refinancing and how professionals and their clients can be better prepared to navigate the issues of home-mortgage debt in the context of bankruptcy as originally published in NACBA's Consumer Bankruptcy Journal Spring 2022 issue….
Job Titles:
- Chief Operating Officer
- Co - President
With 20 years of experience in the corporate-restructuring industry, James serves as Co-President and Chief Operating Officer directing the day-to-day management of the firm's overall business functions, as well as providing oversight to the Client Services, Technology Development and Banking Services Teams. James has had significant success leading senior management teams and leveraging internal assets to develop both short- and long-term strategies to optimize organizational processes and procedures. Prior to joining Stretto, he held the positions of Chief Operating Officer and Vice President, Corporate Restructuring at Kurtzman Carson Consultants (KCC) where he served as a change agent driving substantial revenue growth and expanded the company's founding principles and values. Prior to KCC, James consulted for FTI Consulting and PwC's business recovery group.
Job Titles:
- Trustee for the Western District of Louisiana
Jonathan serves as Co-Chief Executive Officer of Stretto, leading the charge in outlining go-to market strategies and tactics geared toward company growth. As co-founder of Kurtzman Carson Consultants LLC, Jonathan is recognized as a trailblazer in the bankruptcy industry. Influenced by his significant accomplishments in the corporate-restructuring arena, his primary objective is to oversee the development and execution of Stretto's expansion strategy. With more than 20 years of bankruptcy experience, Jonathan leads the Executive Management Team's efforts to drive market-share growth, and successfully enter new business lines in furthering Stretto's overall market strategy as a leader in bankruptcy services and technology. Under his skillful guidance and direction, the Executive Management Team leverages Jonathan's invaluable business acumen and market understanding. Working together to identify, target and pursue various industry sectors, Jonathan instructs this talented group across departments on best practices for increasing market share and solidifying Stretto's position as a leading provider of bankruptcy services.
Leveraging substantive legal, bankruptcy, and technology expertise, Joe serves as Managing Director. Early in his career, he co-founded and served as CEO for Default Mitigation Management, LLC (DMM), and was instrumental in positioning the company for acquisition by Stretto. Alongside his DMM role, Joe was Senior Executive Vice President of Consumer Financial Services and Mortgage Subserving at Provident Bank for 25 years. At Stretto, Joe leads a multi-disciplinary team of internal industry experts and technologists to enhance the DMM Portal to meet stakeholders' evolving needs, including the diverse challenges facing both Attorneys and loan servicers. Gleaning insight from decades of experience collaborating with bankruptcy Attorneys and their clients, Joe provides valuable guidance to Stretto's technology team related to crucial software enhancements to maintain up-to-date court-required forms and ensure borrowers meet regulatory compliance. Joe supports Stretto's efforts to expand adoption of the DMM Portal by maintaining his professional network of colleagues across a wide breadth of industries, including government, healthcare, and education. As a vocal advocate, Joe is an active member of NACTT and NACBA, serving as a loan modification resource, providing valuable knowledge and insight to an evolving industry.
With a focus on complex public securities, JW brings significant expertise to his role as Managing Director. Leveraging over 15 years of corporate-restructuring experience, he specializes in Chapter 11 plan solicitations and balloting processes. JW has extensive know-how in corporate actions, pre-packaged agreement applications, rights deals, exchange/tender offers, and related distributions. Clients rely on him to simplify complicated processes and skillfully advance their interests and objectives. JW has worked on numerous high-profile engagements across varied industries including Metro-Goldwyn- Mayer Studios Inc., Jack Coopers Holdings Corp., and Excel Maritime. He participates in the restructuring community as an active member of ABI and TMA.
Job Titles:
- Member of the Executives Team
- Regional Director
As a Regional Director with nearly 10 years of bankruptcy industry experience, Maribel specializes in Chapter 7 Trustee case management. Based in New Jersey, she utilizes insight and practical know-how from her previous roles as a Trustee Administrator and paralegal to work alongside clients in the northeast region. Maribel cultivates and maintains client relationships by serving as an advisor with the overall goal of helping Trustees increase productivity and resolve cases in a swift, efficient manner. Never losing sight of Trustees' ultimate objective of maximizing asset recovery, she provides a nuanced, thoughtful approach when analyzing and reconciling claims. Collaborating with Stretto's Director of Education & Training, Maribel also provides hands-on assistance and process support so Trustees have the resources needed to overcome operational hurdles that would otherwise impact their day-to-day workflow.
Job Titles:
- Managing Director
- Member of the Executives Team
In her role as Managing Director, Melinda oversees internal operations including the training and development of all client-focused teams - Regional Directors, Banking Services, Client Services, and Technical Engineers for the overall leadership and growth of the company. Drawing on significant experience as both a Stretto Regional Director and a former bankruptcy paralegal, she leverages this multi-faceted perspective to implement and streamline case-management processes and procedures. With the goal of providing superior level service and support, Melinda works hand-in-hand with our Software Development Team, offering her unique insight into the ongoing refinement of Stretto's technology solutions which are geared toward maximizing clients' operational efficiency and productivity. She has over 30 years' experience in the consumer-bankruptcy industry and serves on the Stretto Executive Management Team. Melinda is also an active member of IWIRC, ABI and NABT.
Stretto Regional Director Nancy Simons and Nikki Farris examine the potential impact of the Medical Bankruptcy Fairness Act that proposes to implement a more debtor-friendly process for those who need to file bankruptcy as a result of losing their job or racking up massive medical debt from a health crisis in the California Bankruptcy Journal….
Job Titles:
- Chief Financial Officer
- Member of the Executives Team
In his role as Chief Financial Officer, Peter has the vital responsibility of directing Stretto's financial performance. Conducting dynamic business analysis, he develops and tracks key metrics to facilitate data-driven decision making. With over 25 years of finance-industry expertise, Peter oversees financial reporting, strategic planning and budgeting as well as managing the company's balance sheet to enhance profitability and mitigate risks. In addition, he cultivates and maintains effective relationships with Stretto's coast-to-coast bank partners, and works with other members of the company's Executive Committee to identify and pursue new business relationships with strategically-aligned bank partners. Prior to joining the company, Peter served as the Chief Financial Officer at SimCorp North America and Vice President/Controller with Wolters Kluwer. He is a member of Stretto's Executive Management Team.
In his role as Director, Raymond is responsible for the successful retention and ongoing engagement of Stretto's consumer-bankruptcy Attorney clients. Drawing on significant industry experience, he leverages procedural insight to implement feature adoption and streamline processes designed to maximize productivity. Working with members across internal departments such as Product, Technology and Development, he relays client feedback and suggestions for new products and features with the overall goal of easing operational burdens so Attorneys can focus on increasing revenue and growing their practices. Colleagues value Ray's long history with the company and deep knowledge of its client base, while busy professionals rely on Ray to identify day-to-day challenges and propose case-preparation and filing solutions that result in time and cost efficiencies.
As Chief Revenue Officer, Robert leverages a long history of extensive bankruptcy experience, business acumen, and an enduring entrepreneurial spirit to effectively lead Stretto's revenue-generation strategy. In this important role, he is responsible for driving financial-growth initiatives, including strategic planning, sales strategy and execution, the company's marketing and branding functions, as well as overseeing Stretto's unparalleled approach to client-relationship management. Prior to assuming Stretto's Chief Revenue Officer role, Robert has led notable engagements throughout his career including Voyager Digital, Celsius Network, Barneys New York, Collins & Aikman, and Washington Mutual. Serving on Stretto's Executive Management Team, Robert directs a team of industry professionals on successfully executing the company's growth strategy, while overseeing revenue initiatives in existing channels and identifying new-market opportunities. Robert was a featured author in The Wall Street Journal, ABI Journal, and Law360. He was previously honored with ABI's "40 Under 40" award, and The M&A Advisor's Emerging Leader Award.
Job Titles:
- Member of the Executives Team
- Banking Operations Analyst II
As a Banking Operations Analyst, Sara is responsible for monitoring and analyzing bank-account activity. With an extensive background in financial services, she reviews daily reports to ensure transaction consistency, completeness, and accuracy, while conducting prompt reconciliation on any irregularities. As a member of Stretto's Banking Services Team, she serves as a liaison between clients and the company's partner banks to ensure our fiduciaries' needs are met while adhering to bank-compliance requirements. Clients value Sara's hand-on research expertise to confirm account activity, while promptly uncovering and resolving discrepancies when needed. Serving as a helpful resource, Sara collaborates with Stretto's internal Technology and Product Development Teams to ensure applications function correctly and standard procedures are followed. Prior to joining Stretto, Sara held the position of bank teller at Wells Fargo.
Job Titles:
- Member of the Executives Team
- Co - President and Chief Integration Officer
In his role as Co-President and Chief Integration Officer, Scott is responsible for leading organic and inorganic organizational-optimization opportunities at Stretto. As a trained intelligence officer with extensive expertise overseeing integrations, process improvement, execution, and strategy, Scott has served in senior roles for both the government and the private sector. He has significant experience directing dynamic teams at the highest performance level from field and head office vantage points in pursuit of complex and transformative missions. Fueled by his inherent leadership competencies, as well as his strong analysis and structured implementation skills, Scott has successfully executed critical, international assignments ranging from covert action national security findings to financial-services administration. Prior to joining Stretto, Scott had executive oversight for multiple, regional departments at Computershare including North American vendor management and procurement, as well as the cross-functional operational demand fulfillment division.
Job Titles:
- Member of the Executives Team
- Senior Managing Director
In her role as Senior Managing Director, Sheryl keeps Stretto's Corporate-Restructuring Teams focused on claims and noticing operations and consultative services. With over 20 years of significant industry experience, she understands the right combination of internal resources is crucial to seamless case-management and has a deft approach when making case assignments. She is hands-on with professional development, offering one-on-one training and collaborating with her team members to develop and implement standard procedures that maximize efficiency. Sheryl is respected by her colleagues as an industry veteran and expert on designing streamlined infrastructure to ensure the highest levels of department productivity. She is an active member of ABI and IWIRC.
Travis brings over 20 years of turnaround experience to his role as Managing Director. Drawing on his substantive knowledge and valuable insight as a former corporate-restructuring Attorney, he applies a practical application to case management. Throughout his career, Travis has effectively led teams on some of the largest and most notable Chapter 11 matters including Whiting Petroleum Corporation, General Growth Properties, and Six Flags Amusement Parks. He began his professional career as a legal intern for both the Honorable Stephen D. Gerling, Chief Bankruptcy Judge for the Northern District of New York, and the Honorable Cecelia G. Morris, Chief Judge for the Southern District of New York, Poughkeepsie Division. He previously represented Chapter 11 debtors at Ashby & Geddes, a boutique corporate-bankruptcy firm in Wilmington, Delaware. Turnaround professionals and corporate advisors rely on Travis' keen ability to implement processes and procedures that lead to improved overall efficiency for their teams. Also serving as a member of Stretto's Business Development Team, Travis is a former recipient of the Annual M&A Advisor 40 Under 40 Award. He is an active participant of ABI, AIRA, and TMA.
Stretto Managing Director Travis Vandell and George Angelich explore the ramifications of Congress passing the Bankruptcy Threshold Adjustment and Technical Corrections Act (BTATCA) and restoring the Subchapter V bankruptcy debt limit to $7.5 million in the New York Law Journal….