Partners
Bill Koehler, AIF ®
Chief Executive Officer
Michael Neal
Chief Financial Officer
Bill Collins, AIF ®
Chief Compliance Officer
David Rao
Chief Insurance Officer
Executives
Anthony Mennella
Chief Sales Officer
John Ottomano
Director of Tax Credits
Katie Morey
Director of Operations
Lenny Cagno
Director of MEC Relations
Ali Okoh
Director of Quality Assurance
Will Duckett
Director of Consulting
Patrick McKeever
Director of Technology
Management
Annie Ainslie
Senior Client Relationship Manager/Marketing
Ashtan Jasinski
Referral Provider Manager
Vanilyn Laresma
Accounting / Project Manager
Giovanni Reyes
Referral Provider Manager
Ashley Powell
Client Enrollment Manager
Kori Familiar
Client Relationship Manager
Julianna Maldonado
Affiliate Relationship Manager
Daniel Fithian
Business Advisor
Jose Perez
R&D Advisor
Benjamin Ng
Business Advisor
Louis Frank
R&D Advisor
Daniel Muro
Business Advisor
Ben Veliz
R&D Advisor
Joe Holecek
Business Advisor
Business Advisors
Our Team
Jessica Olive
Benefits Coordinator
Nicole Salazar
Accounting Assistant
Gibbi Zapatos
Client Service Representative
Shane Pe
Client Enrollment Advisor
Honey Mae Bulawan
Client Service Representative
Janella Malahay
Executive Assistant
Chris Laurente
Client Service Representative
Psyche Marie Padas
Accounting Assistant
Kristoffer Ladaga
Client Service Representative