Read more about our professionals.
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 is a Principal of the Firm and serves as the Director of the 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 serves as Director of WolfPAC Solutions group. He is responsible for the strategic direction of the group, and provides risk management advisory services and Board training to community based financial institutions. WolfPAC® is an Internet based Software-as-a-Service (SaaS) solution which provides a suite of enterprise risk assessment and risk management solutions for the financial service industry. Read More »
Dan currently is a Regional Sales Manager for the WolfPAC Solutions group. WolfPAC® 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 »
Jerry leads our Risk Management Services Practice where he is responsible for the successful delivery of risk management services to our clients. Jerry is 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 the Firm’s overall strategic direction. Read More »
Vic is the Midwest Regional Sales Manager for WolfPAC Integrated Risk Management®. WolfPAC® is a secure, web-based enterprise risk management solution used to automate the identification of risks, threats, and control gaps. 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 »
Randy is a Manager of Professional Services in the WolfPAC Solutions Group. In this position, Randy oversees all WolfPAC® module implementations. Read More »
John is the Western Regional Sales Manager for WolfPAC Integrated Risk Management. WolfPAC® is a secure, web-based enterprise risk management solution used to automate the identification of risks, threats, and control gaps. Developed by financial professionals in 2004, WolfPAC® provides tools to review and assess information technology, privacy, vendor, and other enterprise-wide risk assessments. 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 InformatioMatt serves as the Director of Wolf’s Information Technology (IT) Assurance Services group where he provides guidance to clients around IT controls, information security, the development and implementation of critical technology processes, and strategic technology planning. Read More »
Martyn provides client support and risk management consulting services to financial institution industry clients. He serves as a supervisor in the WolfPAC® Solutions Group and is responsible for account management, quality assurance and oversight of the WolfPAC® implementation process. He also supports WolfPAC® business development and product development activities. Read More »
Joe is currently the National Sales Director for the WolfPAC Solutions Group. WolfPAC® provides a suite of enterprise risk assessment and risk management solutions for the financial service and healthcare industries. 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 WolfPAC® 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
Learn more about our clients