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.
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.