Our Team

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.

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.