Our Team

David brings over 40 years of domestic and international public securities expertise to Verita in his role as Senior Managing Director of Public Securities Services.

As Senior Managing Director, David has supervised securities balloting for large and complex restructuring matters including Windstream Holdings, Superior Energy Services, Oasis Petroleum, Legacy Reserves, Peabody Energy, CHC Group, Paragon Offshore, Alpha Natural Resources, City of Detroit, Michigan, Ambac Financial, Jefferson County, Alabama, Residential Capital and pre-packaged solicitations for Forbes Energy, Goodman Networks, A.M. Castle and Modular Space Holdings. In addition, he has administered rights offerings performed in connection with the restructurings of Windstream Holdings, Superior Energy Services, Peabody Energy, CHC Group, Erickson Incorporated, Chaparral Energy and Overseas Shipholding.

Overseeing the securities solicitation process from start-to-finish, David works with debtors’ counsel to review documents, ensuring the mechanics of the transaction are workable for bank and brokerage firms, as well as supervising the service of notice and solicitation documents to the firms or their agents. He has extensive experience with securities transactions including tender and exchange offers, rights offerings and consent solicitations.

Prior to joining Verita, David was Vice President at another provider, and held securities consulting positions with Innisfree M&A Inc. and Georgeson & Co. He has facilitated over 175 bankruptcy solicitation assignments including, Calpine, Delphi, Movie Gallery, Enron and WorldCom.

David is a member of the International Association of Restructuring, Insolvency and Bankruptcy Professionals and the American Bankruptcy Institute.

Rob brings over two decades of industry experience to his role as Senior Managing Director of Business Development to Verita. Leveraging his corporate and legal experience, Rob manages key client relationships and furthers strategic partnerships with distressed investment firms.

Prior to Verita, he previously worked was a Senior Associate in the Business Finance & Restructuring group at Weil Gotshal & Manges LLP and, subsequently, as Senior Managing Director – Corporate Counsel at Third Avenue Management, an asset management platform with a strong legacy in long-equity value and distressed investing.

Over the span of his career, Rob worked on a number of high-profile in-court and out-of-court restructurings representing debtors, creditors, funds, and asset purchasers. A representative sampling of matters includes: Washington Mutual Inc., Aleris Inc., Vertis Inc., Palm Harbor Homes Inc., Koosharem Inc., General Maritime Inc., Landsource Inc., Panolam Industries Inc., US Shipping Inc., St. Vincents Catholic Medical Centers, Denver Radio Inc., and Advanta Inc.

Rob earned his JD with Honors from The George Washington University Law School while simultaneously completing an MA in International Economics and Middle Eastern Studies at The Johns Hopkins School of Advanced International Studies. He graduated with High Honors with a triple major from Rutgers University (New Brunswick). Rob is licensed to practice law in New York.

Rob is an active member in key industry associations including the American Bankruptcy Institute (ABI) and Turnaround Management Association (TMA).

As Vice President of Trustee & Fiduciary Services (TFS), Anna brings over a decade of industry experience to the Verita TFS relationship management team. Leveraging her expertise in case management and administration, Anna ensures the delivery of exceptional service to Verita clients. Prior to Verita, Anna worked as an Associate Vice President at a software and fiduciary services provider, and she was an Assistant Administrator to a chapter 7 and 11 Trustee in the Central District of California.

Anna received her Bachelors of Science in Legal Studies from John Jay College of Criminal Justice.

As a Vice President, Shawn brings over 30 years of expertise in the insolvency industry to the Verita Trustee & Fiduciary Services (TFS) team. His multifaceted background directly benefits clients and includes roles such as a Case Administrator, where he served three panel trustees, and as a Business Analyst, Relationship Manager, and Software Trainer.

During his case administration work in the Central District of California, Shawn actively contributed to the Trustee Administrator Group as both a member and an officer. His commitment to excellence extends beyond administrative work. He has presented at user groups and industry conventions, imparting valuable insights to fellow professionals.

Shawn’s dedication to empowering others is evident through his role in training numerous new case management software users. He also provides essential support to new panel appointees. His expertise extends to creating support materials in various formats, enabling clients and peers to master the tools that streamline their work.

Jim brings two decades of corporate restructuring experience in his role as Vice President to provide claims, legal administration, and public securities services to Verita’s clients.

In his current role, Jim focuses on complex securities related transactions arising out of restructuring cases, such as securities solicitation, rights offerings, tender offers, loan syndications and distributions to securities holders. Some of these large engagements include Avaya Inc., Garrett Motion Inc., Windstream Holdings, Inc., 21st Century Oncology, rue21, Peabody Energy Corporation, Chaparral Energy, Swift Energy Company, Walter Energy and Alpha Natural Resources.

Jim also oversees the day-to-day management of chapter 11 cases, including pre-filing consultation, schedules and statement preparation, claims and noticing services, solicitation, and post-confirmation distributions. A list of his restructuring engagements includes, among others, Colt Holding Company, AMF Bowling Worldwide, THQ, Metro Affiliates, Paragon Offshore and School Specialty.

Prior to joining Verita, Jim worked as an associate at a corporate bankruptcy boutique law firm, where he represented debtors, post-confirmation trustees and chapter 7 panel trustees in all aspects of complex chapter 7 and 11 proceedings, including Dewey & LeBoeuf, Grubb & Ellis Company and Loehmann’s Holdings. Jim was also a student law clerk for the Honorable Stuart M. Bernstein, former Chief Bankruptcy Judge for the United States Bankruptcy Court for the Southern District of New York.

Jim received his Juris Doctor from Brooklyn Law School, where he was awarded the Professor Philip K. Yonge Memorial Prize for Exceptional Achievement in Bankruptcy, and his Bachelor of Arts in Economics and International Relations from Colgate University. He is licensed to practice law in the states of New York and New Jersey and is admitted to the bar of the United States District Court, Southern and Eastern Districts of New York and District of New Jersey.

As a Managing Director at Verita, Kevin has over 20 years of experience in the corporate claims administration industry representing debtors, creditors, committees and trustees in insolvency and restructuring matters. Throughout his career, he has developed a wide range of experience in bankruptcy administration as well as a comprehensive understanding of the impact of insolvency on current business operations. He has overseen the administration of numerous bankruptcy matters including cases such as Exide Technologies, Corus Bankshares, Inc., Bigler, LP, Dewey Ranch Hockey, LLC (Phoenix Coyotes), Sea Containers Ltd., InSight Health Services Holdings Corp. and WR Grace.

In joining Verita’s public securities team, Kevin’s varied securities background makes him instrumental in the management of cases requiring publicly traded securities expertise and providing administrative management for complex securities transactions, tender offers, exchange offers, rights offers, securities holder solicitations, proxies and communication.

Kevin also has experience in all aspects of claims administration and case management, including prepetition planning, noticing, Schedules and SOFA preparation, claims reconciliation, solicitation, distribution, and post-effective date projects.

In his previous role, Kevin prepared business and market analysis for merger and acquisition transactions as well as performed marketability assessments and strategic buyer research.

Kevin received his Bachelor of the Arts degree from San Diego State University. He has been a member of the American Bankruptcy Institute (ABI) and the Turnaround Management Association (TMA) and has held Securities Licenses Series 6 and 63.

As a Vice President of Trustee & Fiduciary Services (TFS), Pati brings over 35 years of industry experience to the Verita TFS team. Leveraging her broad range of expertise in trustee and fiduciary matters, Pati manages and partners with clients seeking fiduciary administration services, specializing in maintaining accuracy through her knowledge of and constant reference to the Handbook for Chapter 7 Trustees.

Pati’s experience as a Bankruptcy Paralegal includes 16 years as a Trustee assistant, serving as lead in the preparation of statements and schedules for Chapter 11 clients, attending 341(a) meetings on behalf of creditors, several years as Senior Account Manager for a chapter 7 software vendor, and as a business owner focusing on administrative services for chapter 7 trustees.

Jeff brings more than 20 years of corporate restructuring experience to his role as Managing Director where he provides claims and legal administration services to Verita’s clients. His broad range of experience includes managing chapter 11 matters, rights offerings, creditor committee engagements and facilitating asset sales through the use of virtual data rooms.

Jeff has worked on several notable chapter 11 cases including Alpha Natural Resources, Inc., Brookstone, Inc., IEH Auto Parts Holding, LLC, Erickson Incorporated, Midstates Petroleum Company, Inc., Penson Worldwide, Inc., and Swift Energy Company.

Jeff graduated from the University of Southern California with a Bachelor of Science in Business Administration.

As Senior Vice President of Business Development, Michael has more than 15 years of legal settlement administration expertise and experience across more than 200 cases, having worked on some of the largest, most intricate and notable class action settlement and voluntary redress programs in Canada.

Michael oversees and manages the strategic and operational development and execution of Verita’s Class Action Services to ensure high-quality, cost-effective notice and settlement administration processes.

Michael has built up business systems and processes that aid not only his plaintiff and defense litigation clients, but also the Canadian federal and provincial governments. This partnership in the management of complex litigation cases has made Michael a trusted counsel and invaluable leader.

Michael’s considerable experience includes leadership roles in numerous government, consumer products, medical & pharma, antitrust and securities fraud cases. Notable cases administered include: Hepatitis C class action settlement, Indian Residential Schools Class Action Litigation, KPMG Overtime Redress Plan, Walkerton E-Coli Class Action Settlement, Desjardins Bank Data Breach, Yahoo Data Breach, The ManuLife Securities Class Action Settlement, and many others across the Canadian class proceeding spectrum.

Joe brings over two decades of chapter 11 experience to his role as Vice President. Joe oversees the noticing and claims administration on a wide range of the nation’s most complex corporate restructuring engagements.

Joe has worked on numerous multifaceted chapter11 engagements including Wesco Aircraft Holdings, Inc. (Incora), Proterra Inc, Avianca Holdings S.A., Avaya Inc., Stage Stores, Inc., Hostess Brands, Eastman Kodak, Residential Capital, Alpha Natural Resources, and Cobalt International Energy.

Joe plays an integral role in each engagement managing the daily noticing and claims administration processes, preparing Schedules and SOFA, and producing comprehensive noticing to creditors through to plan confirmation and disbursement. While managing these data-intensive cases, Joe continues to develop processes to efficiently administer Verita’s current mega cases and growing client list.

Joe graduated from Loyola Marymount University with a Bachelor of Arts degree in Business Administration, with an emphasis in Management and Business Law.

Jennifer brings over a decade of corporate restructuring experience involving domestic and international public securities to her role as Director.

Jennifer oversees all aspects of securities related transactions such as balloting and solicitation, rights offerings, tender offers, and distributions to securities holders. Some of her recent engagements include Avaya Inc, Avianca Holdings, Superior Energy, and Extraction Oil & Gas.

Prior to joining Verita, Jennifer held securities administrative positions at a claims agent and Innisfree M&A Inc., where she led and oversaw the tabulation and balloting for complex solicitation assignments including World Com, Lehman Brothers, Calpine, Delta Airlines, and Enron. Jennifer earned her Bachelors degree in Finance from California State University, Fullerton.

Angela brings considerable claims and noticing experience to her role as Managing Director. She leads Verita’s Corporate Restructuring disbursement team and coordinates the Trustee & Fiduciary Services client accounts.

Angela received a Masters in Archaeology from the University of California at Los Angeles and earned a Bachelor of Arts degree in Anthropology from the University of California at San Diego.