Collabry Consultants

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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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Vinesh Mehta

Vinesh Mehta is a leading strategy and operations consultant with more than 20 years of experience in directing large-scale projects and developing growth strategies that result in profound change.

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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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Elaine Needleman

Elaine Needleman has been leading strategic initiatives from concept to execution, resulting in synergy savings, expansion of client base, gains in operational efficiency and compliance with industry regulations for 25 years.

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John Pacheco

John Pacheco brings to Collabry more than 20 years of experience in marketing, communications, crisis preparation and response management, consumer product development, and customer satisfaction.

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Mayra Padilla

Mayra Padillais an accomplished marketing and communications professional. She has diverse experience consulting in various industries with corporate and nonprofit clients.

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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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Eric Radzan

Eric Radzan is a senior financial services leader with more than 25 years of experience in Separately Managed Account (SMA) product management and development, program management, product marketing and project leadership.

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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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Jenny Terry

Jenny Terry is a business strategy and marketing consultant with more than 20 years of experience building and leading businesses that deliver best-in-class products and services.

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Valerie Toscano

Valerie Toscano has more than 25 years of financial services product, marketing and technology experience. She has deep expertise in program management, process improvement and change management, having led multimillion-dollar, cross-functional projects with a keen focus to deliver on-time and on budget.

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Maggie Vinciguerra

Maggie Vinciguerra is a strategic marketing professional and writer with more than 25 years of experience in the financial services industry.

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Kari Wagaman

Kari Wagaman is a senior campaign and project manager with more than 25 years of experience leading and contributing to integrated multichannel marketing programs in financial services.

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