Finance, Operations & Admin

Expertise, attention to detail and client focus: our Finance, Operations & Administration team works in tandem with our Client Advisory professionals to deliver outstanding service at every point of contact.

Charles Frieden

Director, Finance
  • Joined Innisfree in 1997
  • B.A. in Accounting, Queens College (CUNY)
  • M.B.A. in Accounting & Finance, Columbia University
  • Certified Public Accountant
  • Member of the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants

Suzanne Liberty

Director of Facilities Management/HR

Charles Chang

Director of Data Services and Development
  • Specializes in data integration and network architecture implementation
  • Joined Innisfree in 2002
  • Previously at Bear Stearns focusing on network architecture and system implementation and administration
  • Microsoft Certified System Engineer

James Leggate

Pittsburgh Call Center: Office Manager
  • Office Manager – Contact Center
  • Specializes in retail shareholder outreach
  • Joined Innisfree in 2015
  • B.S. in Human Resource Management, Robert Morris University

Garrett Mincin

Pittsburgh Call Center: Operations Manager
  • Operations Manager – Contact Center
  • Specializes in retail shareholder campaign management
  • Joined Innisfree in 2011
  • Previously at BNY Mellon focusing on global corporate actions, and the United States Air Force focusing on intelligence with Top Secret SCI Security Clearance
  • B.S.B.A. with a concentration in Finance, Clarion University of Pennsylvania A.S. in Scientific Analysis Technology, United States Air Force

Dan Brandt

Pittsburgh Call Center: Contact Center Supervisor
    • Specializes in new hire training and existing agent supervision.
    • Joined Innisfree in 2023
    • Previously registered through STUSCO specializing in customer outreach & wholesale fuel products

Mel Brandt

Pittsburgh Call Center: Supervisor/Recruiting Coordinator
  • Supervisor/Recruiting Coordinator – Contact Center
  • Specializes in Contact Center agent recruitment
  • Joined Innisfree in 2018
  • B.A. in English & Communications, Mercyhurst University

Damika Brehon

Billing/Accounts Receivable Manager
  • Accounts Receivable Manager
  • Specializes in accounts receivable, billing, and client services
  • Joined Innisfree in 2003
  • Previously at Blissworld, LLC focusing on accounts payable and vendor services
  • A.S. in Business & Information Technology, Taylor Business Institute

Keveren Freeman

Pittsburgh Call Center: Contact Center Supervisor
  • Specializes in Systems Administration
  • Joined Innisfree in 2022
  • Previously at Compliatric specializing in Systems and Salesforce administration
  • Full-Stack Software Development Certificate, The University of Utah

James M. Gebka

Tabulation and Data Analyst
  • Tabulation and Data Analyst
  • Specializes in Collecting, Exporting, Importing, and Reporting on Shareholder and Proxy Data.
  • Joined Innisfree in March of 2021
  • Previously at New York Law School focusing on database management, operations, and organization and developmental advancement
  • B.B.A. in Business Management, Loyola University Maryland, Sellinger School of Business

Triona Mahon, SHRM-CP

Human Resources Manager
  • Specializes in Human Resources including Diversity, Equity and Inclusion, Recruitment and Talent Development, and HR Systems and Automation.
  • Joined Innisfree in 2022
  • Previously at Nardello & Co. focusing on Global Operations & Human Resources
  • B.A. in Political Science, Marymount Manhattan College
  • Society of Human Resources Management Certified Professional (SHRM-CP)

Diana M. Napolillo

Brand Manager
  • Implements marketing initiatives, collateral materials and events.
  • Joined Innisfree in 2011
  • Previously at J. Crew, Incorporated and Martha Stewart Living in the Editorial Department
  • B.A. in English, Drew University

Rose Prehall-Wesenberg

Executive Assistant
  • Specializes in administrative support for the executive staff
  • Joined Innisfree in 2022
  • Previously at Crestwood Capital Management and Kemnay Advisory Services in New York, NY
  • M.B.A. in Investment Management and Information Management Systems from Pace University, New York, NY
  • B.A. in English from Lawrence University, Appleton, WI

Benjamin Snyder

Pittsburgh Call Center: Contact Center Supervisor
  • Specializes in quality assurance, ensuring interactions with retail shareholders are performed according to the quality standards of the firm.
  • Joined Innisfree in 2023
  • Previously worked at TransFirst credit card processing company as a Quality Assurance manager overseeing multiple customer-facing departments.
  • B.A. in Business Communication and Philosophy, Duquesne University

Hannah Sorg

Pittsburgh Call Center: Operations Coordinator
    • Specializes in recruiting, onboarding, and assisting with daily business activities and administrative tasks in the contact center.
    • Joined Innisfree in 2023
    • Previously at a private family law firm specializing in lead paralegal work and office management.