Needham

Our Team

Kaplansky CIC, CPIA, LIA

Ely Kaplansky CIC, CPIA, LIA

President

Patty Foley, CISR

Senior Vice President

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Mike Noone,CIC,CPIA

Vice President, Operations

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Scott Barudin CPIA,LUTCF

Vice President, Business Development

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Stanton

Donna Stanton

Director, Business Development

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Cuzzupe

Robert Cuzzupe

Chief Financial Officer

Terri Sohl

Accounting Manager

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Jennifer Soares,CISR,CPIA

Assistant Vice President

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Julia Silve

Marketing Director

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