Collabry Consultants

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Kari Bassett

Kari Bassett brings more than 20 years of IT experience to Collabry. The breadth of her work has been primarily with financial services companies in IT development, testing, support, documentation and business analysis.

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Ani Boursalian

Ani Boursalian has more than 20 years of experience leading and managing all aspects of regulatory disclosure documents and marketing communications in financial services providers, including Charles Schwab and Wells Fargo.

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Lisa Campbell

Lisa Campbell is a results-driven product and program professional with more than 10 years of experience and a proven track record of delivering innovative digital products and solutions, from ideation to launch, to drive business growth and enhance measurable user experiences.

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Ava Skye Carter

Ava Carter is a multidisciplinary design and marketing consultant with more than 20 years of experience. Passionate about human connection and authentic conversation, she excels in creatively solving design challenges.

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Katharine Cleghorn

Katherine Cleghorn brings more than 20 years of experience in versatile copywriting, content marketing writing, SEO writing and content strategy to Collabry.

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Tony Colino

Tony Colino has more than 20 years of project management experience. He is PMP certified and has worked for some of the giants in financial services, including Charles Schwab, Visa and Wells Fargo Bank.

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Linda May Cooney

Linda Cooney brings more than 25 years of experience as an operations and technology liaison with product and project management in the financial services industry.

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Faith Garlington

Faith Garlington (xe/they/she) brings more than 15 years of experience in the U.S. and internationally across several industries, built around SaaS and fintech products.

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Valencia Gibson

Valencia Gibson is a project manager and business analyst with Collabry. After serving with the United States Air Force where she directed several flight management programs, Valencia has built a career driving organizational efficiencies and cost savings through operational project management.

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Lisa Glover

Lisa Gaikins-Glover brings more than 13 years of professional project management experience to Collabry clients. She has an incredible aptitude for data analysis, risk management, and leading the implementation of process improvement within the financial services industry.

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Joyce Hoelzle

Joyce Hoelzle brings 30 years of marketing and writing experience to Collabry. She has previously worked for the US Foreign Commercial Service overseas in Düsseldorf, Germany, where she researched and authored industry reports to guide US export strategies and partner introductions.

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Karel Kammermeyer


Karel Kammermeyer is a highly analytical and results-oriented professional with over 20 years of experience managing cross-functional business operations and technology projects. She has demonstrated expertise across diverse industries, including financial services, health care, retail and hospitality.

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Chris Martin

Chris Martin is a seasoned leader with over 19 years of experience in financial services, specializing in operational efficiency, process improvement and digital transformation.

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Jason McBride

Jason McBride has a passion for building relationships and maximizing the talents of those around him. With more than 20 years of experience in leadership, client experience, active trading technology and analytics for the financial industry.

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Karen Murray

KarenMurray is a much sought-after writer specializing in financial services and wealth management. Her proven expertise lies in investing and financial planning for financial professionals, institutional investors, Ultra-High-Net-Worth Individuals (UHNWIs) and retail investors.

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April Pearson

April Pearson brings more than 17 years of creative copywriting, editing and proofreading skills to Collabry. She has written award-winning copy for multimillion-dollar clients as well as small nonprofits with big hearts

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Erik Radock

Erik Radock has more than 30 years of experience leading the evolution of communication technology that integrates marketing, sales, service and operations.

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Kristen Riedelbach

Kristen Riedelbach has more than 20 years of experience with writing, editing, project management and communications strategy. Kristen has worked with global brands and smaller businesses with great success in all aspects of regulated industries.

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Elaine Snyder

Elaine Snyder is an operations and fintech consultant with more than 25 years of experience transforming registered investment advisers, hedge funds and wealth management firms.

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Katie Spitza

Katie Spitza is an accomplished consultant with more than 20 years of experience and repeated success managing projects that have a transformative effect on clients’ revenue, profitability, efficiency, customer service, and competitiveness.

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