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/HRCharles Chang
Director of Data Services and Development
CC
- 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.