Our Team

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.

As a Director of Operations, Brett oversees all aspects of class action claims administration, notably: data management, notice requirements, website and claims portal design, and claims adjudication from initial stages through to distribution of proceeds. Brett is involved in all key decisions made throughout a claims administration and acts as a mentor for case managers.

His notable experience and attention to detail make him a crucial member on the Verita team. Brett is seen by his team and clients as trustworthy, responsive and assertively focused on optimal outcomes for his clients.

Brett has directly overseen some of Canada’s most high-profile and complex claims administrations including Volkswagen/Audi 2.0L, Volkswagen/Audi/Porsche 3.0L TDI Emissions settlements, Canadian National DRAM price-fixing class action, and Canadian Automotive Parts price-fixing settlements.

Brett holds a Bachelor of Administrative and Commercial Studies, specializing in Finance from the University of Western Ontario, and successfully completed the Certified Management Accountant course.

As an Executive Vice President of Trustee & Fiduciary Services (TFS), Bob brings over 35 years of industry experience and managerial expertise to the Verita team. Bob oversees the development and implementation of strategic banking initiatives that foster client engagement and facilitates the growth of new engagements, as well as managing key banking and client relationships.

Prior to Verita, Bob spent over two decades at J.P. Morgan Chase where he notably served as President of J.P. Morgan Chase Bankruptcy Information Systems, Inc., and Corporate Director for two of the bank’s subsidiaries. Subsequently, Bob joined a fiduciary services provider where he was a co-head of the trustee services division before co-founding IQ7 Technology, Inc. (fka Olofson Technology Partners).

Bob is a member of the National Association of Bankruptcy Trustees (NABT), California Receiver’s Forum (CRF) and American Bankruptcy Institute (ABI). He received his Bachelor of Arts in Accounting and Computer Science at Pace University in New York and attended various special studies at Wharton, University of Pennsylvania.

Kathy brings over 35 years of industry experience as a Director on the Verita Trustee & Fiduciary Services (TFS) team. Kathy works with Verita clients to ensure they receive exceptional service tailored to the unique needs of the specific matter.

Kathy has worked as a Trustee Administrator for three trustees over the last 30 years in the Los Angeles area. Prior to Verita, Kathy worked as an Account Manager for a software and fiduciary services provider and managed client migrations along with client support.

Kathy is a member of the National Association of Bankruptcy Trustees (NABT), International Women’s Insolvency Restructuring Confederation (IWIRC) and California Bankruptcy Forum (CBF).

As Director, Sydney oversees claims administration, coordinates contract review and daily noticing, and maintains large-scale creditor matrix databases, prepares Schedules and SOFAs, and tabulates ballots for the voting certification. Sydney trains new consultants in mailings, maintaining service lists, and preparing affidavits of service.

Sydney has worked on many cases, including Cano Health, Mountain Express Oil, Borrego Community Health, PGX (Credit Repair), Avianca Holdings, Stage Stores, Melinta Therapeutics, Rubie’s Costume Co, Perkins and Marie Callender’s, Waypoint Leasing, Toisa, and Real Mex.

Sydney earned her Bachelor of Arts in History and a Minor in Near Eastern Languages & Cultures from the University of California, Los Angeles.

In his role as Vice President of Technology at Verita, Chase leverages over 12 years of experience where he is responsible for overseeing Trustee and Fiduciary Services (TFS) Operations and both the TFS and Settlement Administration Technology & Development Teams.

With a strong background in user interface development, Chase has a particular focus on supporting bankruptcy trustees and fiduciary clients. His dual passion for programming and business development was evident during his time as Lead Developer at Computershare/KCC for 6 years. Prior to KCC, he spent 4 years as a Web Developer at Title XI. Chase has extensive expertise in web & software development, with a keen eye for complex system design, UX, conversion optimization, domain driven design, application architecture, marketability, SEO, PPC, and eCommerce.

Chase holds an Associate in Arts degree from Crafton Hills College in Yucaipa, CA.

As a Senior Managing Director of Corporate Restructuring and Trustee & Fiduciary Services (TFS), Michelle brings over two decades of industry experience to the Verita business development team. Her expertise in working with clients in a broad range of industries and asset categories and her experience working with top insolvency professionals, has provided her with a keen ability to match her client’s needs with Verita’s service offerings. Michelle manages key client relationships and facilitates the growth of new engagements. Before Verita, Michelle worked as the Director of Business Development for a financial advisory firm, and prior to that, she was a Vice President at a global fiduciary and technology services provider within the Corporate Restructuring industry.

Michelle is an active member of the American Bankruptcy Institute (ABI), the Turnaround Management Association (TMA), the TMA Network of Women (TMA NOW), the International Women’s Insolvency and Restructuring Confederation (IWIRC), the Association of Insolvency & Restructuring Advisors (AIRA) and the National Association of Federal Equity Receivers (NAFER). Previously, Michelle has served as IWIRC Co-Chair for the Southern California chapter and Events Chair from 2013-2016, President in 2018 for the Southern California Chapter of TMA, Vice President in 2017, and Vice President of Programs from 2014-2016. Additionally, she has sat on the TMA Global Board of Trustees from 2018-2021, served as Co-Chair on the Committee for Membership in the TMA Chicago/Midwest Chapter, and as Co-Chair of the 2023 AIRA Annual Conference. Michelle currently serves as the TMA Global Co-Chair for NOW and has recently been appointed to the 2024 ABI and AIRA regional conference planning committees.

She holds a Political Science and Criminal Justice degree from Texas State University.

As Senior Director of Trustee & Fiduciary Services (TFS), Gena brings over 25 years of experience to the Verita TFS business development team. Over the span of her career, she has worked closely with bankruptcy trustees and other professional fiduciaries, helping them navigate complex matters to achieve their goals.

Gena has worked closely with the United States Trustee offices nationwide and has developed relationships with many regional offices. As such, she stays current with the latest trends and industry advancements while strengthening her ability to aid clients with the intricacies and nuances needed in today’s ever-evolving marketplace. Collaborating with clients on sophisticated distributions, claims reconciliation, check production, and other case processes, has allowed Gena to apply her analytical and oversight skills to many large-asset, high-profile cases. Gena’s commitment to continued learning enables her to adapt quickly and implement innovative strategies for clients and team members. She takes pride in her ability to lead, execute projects efficiently, and consistently meet or exceed goals.

Gena is a member of the National Association of Bankruptcy Trustees (NABT) and the American Bankruptcy Institute (ABI).

Troy brings two decades of legal experience to his role as a Director of Class Action Services. He helps clients navigate the class action and mass tort administration process from pre-certification through final approval. Prior to joining Verita, Troy was a Class Action and Mass Tort Attorney and a Managing Partner of prominent law firms in Minnesota. His experience of representing tens of thousands of individuals as well as Fortune 500 corporations and businesses in high stakes, multi-million-dollar cases across the United States, provides valuable knowledge and insight into the class action and mass tort industry. This insight allows Troy to provide tailored guidance to any Verita client.

Troy received his Juris Doctor from Quinnipiac University, School of Law and his Bachelor of Arts in Political Science from the University of Minnesota.

As a Director of Trustee & Fiduciary Services (TFS) at Verita, Adam brings nearly two decades of legal industry experience to the TFS business development team. Adam leverages his broad range of banking, real estate and case management experience in consumer and corporate bankruptcy matters to partner with clients seeking fiduciary administration services. Adam manages key client relationships and facilitates the growth of new client engagements.

Prior to Verita, Adam was Director of the Eastern US Region for a software and fiduciary services provider before serving as the Vice President of Bankruptcy of Fiduciary Banking Services for a large Florida-based bank. Following that, Adam was a Director of the Bankruptcy Deal Team for an international commercial real estate marketing and online auction services company.

Adam has also been a member of National Association of Bankruptcy Trustees (NABT), Turnaround Management Association (TMA – Florida Chapter board member), National Association of Federal Equity Receivers (NAFER), American Bankruptcy Institute (ABI), International Women’s Insolvency Restructuring Confederation (IWIRC) and Association of Insolvency & Restructuring Advisors (AIRA).