Meet The Team
Â
We’re Fun, Social & Business Savvy.
Keith Montgomery, PMP, SPC
Managing Director – Digital Assets,
Exemplar Consulting, LLC
 |
 |
 |
| WHAT I LOVE ABOUT EXEMPLAR |
    |
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
 |
 |
 |
|
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
Christopher Marston, Esq.
Chief Executive Officer Exemplar Companies, Pbc.
Katherine Brand
Managing Director, Exemplar Consulting, LLC
Jeffrey Abramczyk
Managing Director, Chief Compliance Officer, & Senior Advisor
Mary Arnold
Head of Law, Exemplar Law, LLC
Andrew J Szabo, CFA
Managing Director, Exemplar Capital, LLC
Louis Amatucci, Esq.
Managing Director, Head of Securities Practice, Exemplar Law, LLC
Steven R. Monticone
Chief Operating Officer, Exemplar Companies, PBC
Jeffery C. Foy, Esq.
Special Counsel – Entertainment, Media, Publishing, Health & Wellness, Exemplar Law, LLC
Fred B. Wilcon, Esq.
Corporate & M&A, Exemplar Law, LLC
Jessica Neihardt
Account Executive, Exemplar Companies, PBC.
Jillian Sommerfeld
Brand Strategist, Exemplar Consulting, LLC
Amy Berliner
Cannabis Market Advisor, Exemplar Consulting, LLC
Luke Sheldon, Esq.
Specialty Counsel – Labor & Employment, Exemplar Law, LLC
Mark Chasan, Esq.
Vice President, Exemplar Business
Michael Roberts
Managing Director, Exemplar Tax & Accounting
Michelle Trumble
Executive Assistant, Exemplar Companies, PBC.
Richard Feldman
FINOP, Exemplar Capital, LLC
Paul Haberman, Esq.
Special Counsel – Litigation, Exemplar Law, LLC
Payton Backonen
Marketing and Public Relations Manager, Exemplar Consulting Group, LLC.
Richard Mitchell
Specialty Counsel, Corporate, Transactions, International at Exemplar Law, LLC
Richard Strauss, Esq.
Vice President, Exemplar Law, 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
Joelle Paul-Cook
Chief Human Capital Officer, 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
Steven Hoffberg
Intellectual Property Counsel, Exemplar Law, LLC
Bob Hertz
Managing Director of Health Tech Commercialization, Exemplar Wellcare, 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 Resources Consultant, Exemplar Consulting LLC
Michael Tuohy
Principal Examiner and Consultant, Exemplar Consulting, LLC
Tod O'Connor
Clean Energy Lobbyist
Chris Ashoff
Managing Director, Exemplar Consulting, LLC
Ira Bershatsky
Managing Director-Distribution, Exemplar Capital, LLC
Richard Mitchell
Speciality Counsel, Corporate Transactions & International Law, Exemplar Law, LLC
Sam Kelly
Registered Representative, Investment Banking, Exemplar Capital LLC