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How we help

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Maya Wilson

Maya Wilson

Managing Director

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Compliance and Risk Management

Maya has more than 25 years of experience in regulatory compliance and risk management, helping financial services organizations address their most pressing compliance, risk management, and governance challenges to improve their overall operational effectiveness.
Andrew Surgan

Andrew Surgan

Managing Director

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Compliance and Risk

Andrew has more than 30 years of experience in regulatory compliance helping broker-dealer, investment adviser, asset management, and investment banking organizations enhance and streamline their compliance programs to meet complex regulatory requirements and expectations.
David DeLouya

David DeLouya

Managing Director

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Compliance and Risk

David has more than 20 years of experience in business development and technology transformation, helping global financial services organizations navigate complex operational transformations and the modernization of risk management, regulatory compliance, and data governance programs.
Erik Shumar

Erik Shumar

Managing Director

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Financial Institutions Advisory

With more than 30 years of experience in public education, Wanda works with educational leaders and team members to identify key practices and processes that support continuous improvement, unlocking excellence, and ensuring that students are prepared for their future.