Arthur Rosenzweig is Chief Executive Officer of Mediant. He has thirty years of management experience delivering services to more than two thousand banks, securities firms, institutional investors, and corporate issuers in over twenty countries.
Prior to the founding of Mediant, Mr. Rosenzweig was President of Proxy Monitor, a leading provider of institutional proxy services which acquired and merged into Institutional Shareholder Services in 2001. He is also a founder or co-founder of several institutional research firms, including Gimme Credit, Credit Derivatives Research, and High Frequency Economics. He is a partner in Research Partners, Ltd. and a member of Mediant’s Management Committee. Mr. Rosenzweig earned his bachelor’s degree from Stanford University and his M.A. and Ph.D. degrees in Economics from New York University.
Sherry Moreland is Mediant’s President & Chief Operating Officer. She joined Mediant in 2007 as Director of Issuer Services, and has more than thirty years of industry experience in broker/dealer operations, mutual fund processing, shareholder services operations, and retirement plan administration, among other functions. Since 2013 she has served as Chief Operating Officer, managing operations and performance for Mediant’s fast-growing services to banks, brokers, corporate issuers, and mutual funds. Prior to joining Mediant, she was Vice President and Senior Operations Manager for First Union’s Corporate Trust Group (now Wachovia) in Charlotte, NC, and she also worked for Primerica Financial Services and Reliance Trust Company in Atlanta, GA. Ms. Moreland graduated from the University of Georgia with a B.A. in Political Science. Throughout her career she has served on and chaired several industry and corporate committees and taskforces.
William Lauricella is Vice President and Chief Financial Officer of Mediant. He has over 30 years of experience as a senior financial executive and is responsible for all financial and administrative functions for Mediant. Previous to Mediant, he served as COO and CFO for M Cubed Technologies, Inc., a private-equity backed developer and manufacturer of advanced composite materials, and CFO for Baldwin Technology Company, Inc., a publicly-traded manufacturer of highly engineered products and solutions for the global printing equipment market. In those positions, Mr. Lauricella was responsible for the structuring and placement of over $150 million of debt and equity capital. He also served as President of Baldwin’s Document Finishing Systems business, which was focused on the emerging print-on-demand market. Mr. Lauricella began his career at PricewaterhouseCoopers. He is a graduate of the Lubin School of Business at Pace University.
Stacey Robinson is Mediant’s Chief Technology Officer. Prior to becoming Mediant’s CTO at its inception in 2002, he served as Director of Information Technology at Proxy Monitor, where he developed the first online proxy voting service in the industry. He also served as the Director of Global Distribution Development when Proxy Monitor acquired Institutional Shareholder Services in 2001. With more than 25 years of enterprise software development experience, Mr. Robinson has led numerous commercial software projects, including the Asset Insight and Asset Baseline products user interface and database development group at Tangram Enterprise Solutions, and software integration projects at Scientific Technical Analysis Corporation and at the Central Intelligence Agency. Mr. Robinson earned a bachelor’s degree in Computer Science from The Citadel and a master’s degree in Computer Science from George Mason University.
Lisa Warren is Chief Customer Officer at Mediant. Before joining Mediant in 2002, Ms. Warren was the Vice President of Sales and Marketing at Proxy Monitor, where she managed the institutional sales team and was Regional Director for the Northeast, U.K., and Europe. Among other prior positions, she was Head of Institutional Sales at Polyconomics, an economic research and publishing firm, and Regional Manager at Rochdale Securities, a brokerage firm representing a wide range of independent research products. She is a partner in Research Partners, Ltd. and a member of Mediant’s Management Committee. Ms. Warren graduated from the University of Colorado, Boulder with a bachelor’s degree in Economics and Political Science.
Lawrence Scheer is Mediant’s Director of Regulatory Affairs & Compliance Services. Mr. Scheer joined Mediant in 2009. A securities regulatory attorney, Mr. Scheer has advised internationally recognized broker-dealers, investment advisors, hedge funds and private equity firms in all manner of regulatory and compliance issues, including regulatory exams and investigations. Mr. Scheer practiced at Clifford Chance LLP and Morgan, Lewis & Bockius LLP in New York and London. His practice covered the Securities Act of 1933, the Exchange Act of 1934, the Investment Company Act of 1940, the Investment Advisors Act and SRO regulatory regimes, including FINRA and NYSE rules. Mr. Scheer earned his B.A. and M.A. degrees in Political Science from Emory University and his J.D. from Harvard Law School.