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Jana serves as the Director of Tax Services for Wolf’s Financial Institutions group and is responsible for the successful delivery of tax compliance and planning services to our financial institution clients across New England. In addition to client services, Jana is responsible for the editorial direction of the tax section of In the Notes, our newsletter for financial institutions. She also addresses bankers and other professionals on various tax-related topics including tax law changes and tax planning.Read More »
Scott serves as the Director of the Firm’s Internal Audit Services group. He oversees and manages a team of professionals who utilize a risk based approach, best practices methodology and state of the art technologies to provide effective and efficient programs customized to meet client needs in internal audit, risk management and SOX compliance. He works with clients that rely on Wolf to provide full internal audit services as well as co-source specific reviews.Read More »
Mike currently serves as the Director of the WolfPAC Solutions group. WolfPAC Integrated Risk Management is an Internet based, Software-as-a-Service (SaaS) solution. Mike is responsible for sales, business development, client support services, and technology strategy.Read More »
Dan currently is a Regional Sales Manager for the WolfPAC Solutions group. WolfPACsm provides a suite of enterprise risk assessment and risk management solutions for the financial service and healthcare industries. WolfPAC Integrated Risk Management is an Internet-based, Software-as-a-Service (SaaS) solution. Read More »
Raj serves as the Lead Architect of the WolfPACsm Solutions group. He is responsible for the engineering and technical strategy for the WolfPACsm software suite. Raj has led the design and development of the WolfPACsm software suite since its inception. Over the past 10 years, he has led software development groups in multiple companies.Read More »
Jerry is the Director of Wolf’s Risk Management Services Practice where he is responsible for the successful delivery of risk management services to our clients. Jerry is also the Director of Marketing and serves on the Firm’s executive committee. As the Director of Marketing, Jerry is responsible for Wolf’s marketing initiatives and business development strategy. His responsibilities on the executive committee include leading Firm’s overall strategic direction.Read More »
Stephen serves as the Director of the Regulatory Compliance group where he advises clients on federal and state banking consumer compliance statutes from both an operational and legal perspective. Stephen is responsible managing a team of professionals to ensure the successful delivery of compliance services to Wolf clients.Read More »
Matt is the Director of our Information Technology (IT) Assurance group where he is responsible for the successful delivery of IT assurance services to our clients. Additionally, Matt is the Chief Information Security Officer for the Firm. Read More »
Martyn provides client support and risk management consulting services to financial institution industry clients. He serves as a supervisor in the WolfPACsm Solutions Group and is responsible for account management, quality assurance and oversight of the WolfPACsm implementation process. He also supports WolfPACsm business development and product development activities. Read More »
Joe is the National Sales manager for the WolfPACsm Solutions group. Joe is responsible for national sales, business development, strategic alliances, and industry and trade association relationships. Read More »
Robert is the Regional Sales Manager for the WolfPACsm Solutions group. WolfPAC Integrated Risk Management is an online Software-as-a-Service (SaaS) solution providing a suite of enterprise risk assessment and risk management tools for the financial service and healthcare industries. In his role as Regional Sales Manager, Robert is responsible for sales, business development, strategic alliances, and industry and trade association relationships in California and the Western United States.Read More »
Tom serves as the Director of the Firm’s Financial Institutions group and serves mutual and stock institutions, bank holding companies, mortgage banking companies, and credit unions throughout New England. Additionally, Tom is a member of Wolf’s Executive Committee where he is responsible for leading the Firm’s strategic direction.Read More »
“ The WolfPACsm Regulatory Compliance risk assessment allows us to analyze each element of each regulation using questions written in business language, not statutory jargon. ”
Lynne A. Gino
PeoplesBank
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