Meet The Team
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We’re Fun, Social & Business Savvy.
Keith Montgomery, PMP, SPC
Managing Director – Digital Assets,
Exemplar Consulting, LLC
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| WHAT I LOVE ABOUT EXEMPLAR |
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A full-service law firm, compliance experts, accounting/finance, and FINRA certified Investment Bank that has a heart. By focusing on the impact to humanity, bringing these services to businesses who are making a difference is needed.
By focusing on value, Exemplar stands out among other organizations.
| AT EXEMPLAR | Work Smart, Have Fun – See Us At Play |
- Connecting clients to the amazing legal, compliance, and accounting services at Exemplar.
- Bringing new capabilities to Exemplar in Project management, operational excellence, technology, and value stream (and process) optimization.
- Working with Exemplar’s FINRA certified Investment Banking team to help clients.
CREDENTIALS
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B.A. Mathematics and German, Berea College |
PMP Project Management Institute |
SAFe Program Consultant (SPC 4.5) Scaled Agile Academy |
LEADERSHIP
- On the Leadership Council for 5 Saturdays.
- Advise on several businesses who need leadership expertise and decision making.
THE REAL ME
- Love to grow as a person. Created the Sustainable Disruption Management FrameworkSM to help people deal with the pains of life’s big disruptions.
- Men’s movement advocate and member of the Mankind Project, helping sacred masculinity in our lives and home.
- Huge supporter of LGBTQ community and diversity in life.
MORE TEAM MEMBERS
Adam Krim
Regenerative Markets Advisor, Exemplar Consulting, LLC
Amy Berliner
Cannabis Market Advisor, Exemplar Consulting, LLC
Andrew J Szabo, CFA
Managing Director, Exemplar Capital, LLC
Christopher Marston, Esq.
Chief Executive Officer Exemplar Companies, Pbc.
Duane Dahl
Entrepreneur in Residence, Exemplar Consulting, LLC
Frank Marino
Cannabis Advisor, Exemplar Consulting, LLC
Fred B. Wilcon, Esq.
Corporate & M&A, Exemplar Law, LLC
James Michael Lang
Marketing & Media Advisor Exemplar Consulting, LLC
Jeff Hirka
Director of Marketing, Exemplar Companies, PBC
Jeffery C. Foy, Esq.
Special Counsel – Entertainment, Media, Publishing, Health & Wellness, Exemplar Law, LLC
Jeffrey Abramczyk
Managing Director, Chief Compliance Officer, & Senior Advisor
Jessica Neihardt
Account Executive
Jillian Sommerfeld
Brand Strategist, Exemplar Consulting, LLC
John Huber
Business Development Exemplar Consulting LLC
Katherine Brand
Managing Director, Exemplar Consulting, LLC
Larry A. Mallinger, Esq.
Securities, Banking & Regulatory Law, Exemplar Law, LLC
Louis Amatucci, Esq.
Managing Director, Exemplar Law, LLC
Luke Sheldon, Esq.
Specialty Counsel – Labor & Employment, Exemplar Law, LLC
Mark Chasan, Esq.
Vice President, Exemplar Business
Mehow Pospieszalski
Digital Assets Tech Advisor, Exemplar Consulting, LLC
Michael Roberts
Managing Director, Exemplar Tax & Accounting
Michelle Trumble
Business Development Support, Exemplar Consulting, LLC
Paul Haberman, Esq.
Special Counsel – Litigation, Exemplar Law, LLC
Payton Backonen
Marketing and Public Relations Manager, Exemplar Consulting Group, LLC.
Richard Feldman
FINOP, Exemplar Capital, LLC
Richard Mitchell
Specialty Counsel, Corporate, Transactions, International at Exemplar Law, LLC
Richard Strauss, Esq.
Vice President, Exemplar Law, LLC
Robert Alden Dobbins
New Media Producer, Exemplar Consulting, LLC
Scott Jaffe, Esq.
Special Counsel – Securitization & Corporate, Exemplar Law, LLC
Stefan J. Kasian
N.M.D., Ph.D., Health Tech Strategist/Naturopathic Doctor, Exemplar Wellcare, LLC
Stephan Jan Meyers, Esq.
Specialty Counsel – Securities Compliance, Exemplar Law, LLC
Stephen White
Managing Director, Insurance and Financial Services , Exemplar Companies, PBC
Steven Forbes
Managing Director, Exemplar Law, LLC
Steven R. Monticone
Chief Operating Officer, Exemplar Companies, PBC
Substance Lagarde
Director of Community and Culture, Exemplar Companies, PBC
Susan Walker
Paralegal, Exemplar Law, LLC
William Dodge
Fractional COO/CFO, Janitor Exemplar Consulting, LLC
Kathleen Brogan
Vice President of Insurance Services, Exemplar Companies, PBC
Lisa Seim
Capital Markets Advisor, Exemplar Consulting, LLC
Steven Hoffberg
Intellectual Property Counsel, Exemplar Law, LLC
Bob Hertz
Managing Director of Health Tech Commercialization, Exemplar Wellcare, LLC
Brooke Rao
Vice President of Financial Services, Exemplar Consulting, LLC
Claire Bailey
Registered Representative, Distribution Team, Exemplar Capital, LLC
Roman Vayner
Trademark Counsel, Exemplar Law, LLC
Greg McDonnell
Senior Associate, Exemplar Consulting, LLC
James Velsor
Principal Examiner, Exemplar Consulting, LLC
Keele Taylor
Human Capital Consultant, Exemplar Consulting LLC
Michael Tuohy
Principal Examiner and Consultant, Exemplar Consulting, LLC
Tod O'Connor
Clean Energy Lobbyist
Ben York
Capital Markets Advisor, Exemplar Consulting, LLC
Chris Ashoff
Managing Director, Exemplar Consulting, LLC
Joelle Paul-Cook
Director of Human Capital, Exemplar Companies, PBC