As Senior Manager of Client Services for Class Action Services, Joni navigates the settlement administration process to ensure it is completed in compliance of the settlement agreement. As a former Case Coordinator, Joni contributed to the development of several key internal systems that support KCC’s high-quality, cost-effective noticing and settlement administration process.
As the lead team member for the Apple iPod nano engagement, Joni assisted with the development of a customized notice, which improved class member communications.
Over the last five years, Joni has managed settlement administration projects for numerous labor & employment, consumer and securities class action matters including Kurihara v. Best Buy, Salgado v. Driveline, Weinstein v. Airit2me, Inc., Siemers v. Wells Fargo and the In Re China Sunergy Securities Litigation.
Joni holds a Bachelor of Arts degree in Psychology from Monmouth College.
Sarah brings more than a decade of experience in the legal profession to her role as KCC’s Corporate Counsel. She is responsible for managing general matters including corporate governance, data privacy, compliance, risk management, and contract negotiation.
Her background as a bankruptcy and restructuring attorney, complex administration experience, in-depth knowledge of the settlement industry, and process expertise make her an invaluable asset to KCC.
During her tenure at KCC, Sarah has handled numerous aspects of securities class action administrations, including the preparation of distribution plans and notice documents, as well as managing distributions. She also oversaw the securities fraud investigation process.
Prior to joining KCC, Sarah worked for a large claims administrator where she handled bankruptcy and class action case administrations, including supervision of case noticing, claims management, and case communications. She also has experience in business development and relationship management.
Sarah previously practiced as a corporate restructuring attorney at K&L Gates, representing chapter 11 debtors, creditors’ committees, and chapter 7 trustees.
Sarah received her Juris Doctor cum laude from Loyola University Chicago School of Law, where she was an articles editor for the Loyola University Chicago Law Journal. She received her Bachelor of Arts in Government cum laude from the University of Notre Dame.
As Director of Communications, Corporate Restructuring Services, Joseph oversees external communications to creditors, including the day-to-day operations of the call center and creation of key messages throughout the life of each case. In addition he provides assistance with special research projects, and in the analysis of claims and ballots.
Joseph has more than 15 years of experience in corporate restructuring and has been with KCC for six years. Prior to joining KCC, Joseph worked as a senior associate in corporate communications and investor relations for Sitrick and Company where he was directly involved in the firm’s largest Chapter 11 filings including, Calpine, Delphi, U.S. Airways, Mirant, Peregrine Systems and Merco (U-Haul). In this role, Joseph drafted press releases, as well as other communication documents related to investors, employees, vendors and customers.
Joseph received a Bachelor of Science degree in Finance from the California State University, Northridge.
As Executive Vice President, Dan oversees the management of KCC’s consumer and antitrust settlements. He has personally managed several hundred class action cases of all types and sizes. Dan has appeared as an expert panelist, speaking on claims administration issues on numerous CLE panels, various legal and government organizations, and internationally before multinational financial entities.
Prior to KCC, Dan served as a Deputy District Attorney in Alameda County for 14 years. He has tried more than 100 cases to verdict, including in excess of 40 jury trials. Before working as a prosecutor, he served as an extern for California Appellate Court Justice Timothy Reardon.
Dan received his Bachelor of Science in Marketing from Santa Clara University and his Juris Doctor from Golden Gate University. He is an active member of the California State Bar. Dan has lectured on claims administration at numerous venues including California Judicial College and seminars held by the California District Attorneys’ Association.
Darlene brings more than nine years of corporate restructuring experience to her role as Senior Consultant. As Senior Consultant, she provides claims and legal administration services to KCC’s clients. Darlene has worked on numerous Chapter 11 cases, including AMF Bowling Worldwide, Inc., Delphi Corporation, Overseas Shipping Group, Inc., Kimball Hill, Inc., Quiksilver, Inc. and Westinghouse Electric Company.
She contributes to the continued success of KCC by maintaining public access websites; preparing claim reports for counsel and financial advisors; and coordinating large scale custom mailings and disbursements.
Darlene graduated from the University of California, Los Angeles with a Bachelor of Arts in Economics.
As Vice President, Jonathan oversees the operations of the Consumer division of KCC Class Action Services. Jonathan contributes experience and in-depth insight into the company’s specialized claims management systems. He serves as a trusted contact for clients and oversees communication strategy, noticing, distributions and tax reporting to ensure all settlements are executed as outlined in the agreement. Jonathan manages the Directors and Senior Consultants to enrich team expertise and ensure cost-effective, efficient settlement administration solutions are provided for clients practicing class action litigation.
As a long-term member of the KCC team, Jonathan has provided senior-level consulting for class action matters including Steinfeld v. Discover Financial Services, Klacko v. Diamond Foods, Inc., Walter v. Hughes Communications, Inc., Wolph v. Acer America Corporation, and Roberts v. Electrolux Home Products, Inc.
Jonathan graduated cum laude from Loyola Marymount University and earned his Bachelor of Arts degree in Economics.
Lance brings almost a decade of experience to his role of Senior Project Manager. He is primarily responsible for guiding clients through the claims administration process for securities class actions. Additionally, he oversees and ensures the accurate and timely completion of his cases.
Throughout his time in settlement administration, Lance has managed numerous notable cases. Some of these cases include the Bank of America Corporation Securities Litigation, Bristol-Myers Squibb Securities Litigation, Delphi Class Action and Nortel Class Action.
Lance has a Bachelor of Science in Business Management and Technology from Farmingdale State College.
As Senior Director of Corporate Restructuring, Rebecca brings over 10 years of industry experience to the KCC Business Development team. Rebecca leverages her broad range of expertise in consumer and corporate bankruptcy matters to partner with clients seeking fiduciary administration services. Rebecca manages key client relationships and facilitates the growth of new client engagements. Prior to KCC, Rebecca worked as the National Account Executive for a software and fiduciary services provider.
Rebecca is a member of Turnaround Management Association (TMA), National Association of Federal Equity Receivers (NAFER), American Bankruptcy Institute (ABI), International Women’s Insolvency Restructuring Confederation (IWIRC) and AIRA. In addition, Rebecca held a sub-chair position for the technology committee with the National Association of Bankruptcy Trustees (NABT).
As a Senior Consultant, Philip guides clients through the claims administration process, ensuring all settlements are executed efficiently and as outlined in the agreement. With experience providing claims administration support for more than 100 cases, Philip has become a trusted resource for his clients.
While at KCC, Philip has been involved with the administration of numerous settlements including the Nvidia GPU Litigation, Snow v. Lenscrafters and Allen v. Honeywell Retirement Earnings Plan et al.
Philip earned his Masters in Political Science from the University of California Davis. He holds a Bachelors Degree in International Studies and Journalism from Ohio Wesleyan University where he graduated cum laude.
Robert brings expertise in all types of class action litigation to KCC. As Senior Director of Class Action Services, Robert helps guide the strategic direction of the business development team in implementing initiatives that foster client relationships and ensure clients receive professional level service. As part of these duties, Robert consults with clients at all stages of class action litigation, from prior to class certification through final approval of a class action settlement.
As a former class action attorney in Chicago, Robert represented plaintiffs in a wide array of class action litigation, including the In re DVI Securities Litigation. In the course of this experience, he litigated and argued class action cases at the trial and appellate levels in state and federal court.
Robert is Lead Editor of the KCC Class Action Digest, a monthly publication distributed to a wide range of KCC class action clients and prospects. He is a frequent speaker at class action industry events and a frequent contributor to various class action publications, including the ABA’s Class Action and Derivative Suits committee newsletter, Law360, and others. Robert regularly provides CLE programs on class action notice and settlement administration. Additionally, he is a past Chair of the Chicago Bar Association's Class Action Committee, and currently serves as its Membership Coordinator.
Robert received a joint Juris Doctor and Master of Public Administration degree from Indiana University where he served as Notes and Comments Editor for the Indiana Law Journal. He received his Bachelor of Arts degree from Indiana University in History and Criminal Justice where he graduated Phi Beta Kappa and ran varsity track and cross country.
As a Senior Consultant, Lydia provides case administration support. She works closely with the corporate restructuring team to review proofs of claim, identify and enter actionable pleadings and perform administrative quality control. In addition, she responds to creditor inquiries and provides assistance with special projects throughout the course of an engagement.
She has been at KCC for over four years and has worked on notable cases such as Washington Mutual Inc., Premier International Holdings Inc. and Fleetwood Enterprises, Inc.
Lydia earned her Bachelor degree from Loyola Marymount University in Los Angeles.
As a Restructuring Service Support Director, Chris serves as a point of contact for creditors’ calls and web inquiries. He supports the Corporate Restructuring Services team on special projects and provides assistance on the day-to-day administration of Chapter 11 cases.
While at KCC, Chris has worked on notable corporate restructuring cases such as Washington Mutual, Calpine, Ballys, and Hostess.
In her role as a Quality Assurance Consultant, Kate oversees all aspects of case management. She analyzes motions, court orders and stipulations of settlements to ensure compliance in the distribution of settlement funds to class members. Kate also performs securities calculation testing to ensure court ordered Plans of Allocation were properly implemented. Additionally she edits affidavits, settlement notices and proof of claim forms.
Throughout her years of experience in the class action industry, Kate has worked on several notable cases which include: the Bank of America Corp. Securities Litigation; Lehman Brothers Securities Litigation; Merkin Settlement Litigation; and Cell Therapeutics, Inc. Class Action Litigation.
Prior to joining KCC, Kate worked in quality assurance where she audited databases containing upwards of 500,000 records using SQL & Excel, in search of patterns and data anomalies to identify inaccuracies within the database and potential distribution issues.
Kate also worked as a litigation attorney, handling civil matters, foreclosure defense, real estate closings, criminal defense cases, landlord-tenant matters, divorces, deportation defense, bankruptcies, and family court proceedings.
Kate earned her Bachelor of Arts in French and International Business Certificate with a minor in Political Science from the University of Iowa. She then attended City University of New York School of Law where she got her Juris Doctorate. Kate also served in the Peace Corps.
Andres brings over nine years of experience to his role as Senior Managing Consultant. He provides claims administration support services for professionals including coordinating large mailings and preparing claims reports for counsel and financial advisors. He has worked on several notable Chapter 11 case such as Tropicana Entertainment LLC, Station Casinos, Inc., Hostess Brands, Inc. and City of Detroit.
Andres received a Bachelor of Arts in Communication from the California State University, Northridge.
Drake serves as KCC’s General Counsel and Executive Vice President for Restructuring and Mass Tort. While advising on all aspects of the company’s business operations and best practices, Drake leads an experienced management team and is responsible for the creation and execution of short and long-term strategies. Drake works to align internal resources and workflows to meet client needs and ensure successful outcomes.
As a member of KCC’s Executive Committee, Drake helps oversee the company’s strategic direction and initiatives; efficiency and effectiveness of business lines; and expansion into new markets. Over the last ten years, Drake has held several leadership positions at KCC and brings significant managerial and industry expertise to the company’s management team.
As the company’s EVP and GC, Drake ensures a high standard of excellence in client service, technology development and financial performance. Drake serves as an important resource to current and prospective clients on the design and execution of case administrations and provides strategic guidance to KCC’s Operations team to implement client programs achieve efficient, streamlined and cost-effective results.
Prior to joining KCC, Drake was a senior associate in the Financial Restructuring practice at Akin Gump Strauss Hauer & Feld LLP. Focused on corporate restructurings, Drake represented creditors’ committees and bondholder committees, debtors in possession, post-petition lenders and acquirers of distressed assets. He also has significant experience with corporate financial transactions, including mergers and acquisitions, public and private securities offerings, and commercial transactions.
Drake received his Juris Doctor cum laude from Loyola Law School of Los Angeles. While serving as an articles editor of the Loyola of Los Angeles Law Review, he was a member of Order of the Coif and St. Thomas More Law Honor Society, as well as a Sayre MacNeil Scholar. Drake received his Bachelor of Arts in English from Tufts University.
Beth brings over 25 years of corporate restructuring experience to her role as Senior Director at KCC. Most recently, Beth was Restructuring Department Coordinator at Kirkland & Ellis LLP working on complex cases such as Calpine Corporation, Charter Communications, Sbarros, The Great Atlantic and Tea Company, The Readers Digest Corporation, Avaya, Energy Future Holdings, Caesars Entertainment Operating Company, Payless Corporation and 21st Century Oncology amongst others.
As a key member of KCC’s business development team, Beth works with our restructuring clients to ensure they receive exceptional service tailored to the unique needs of the specific case. Throughout her career, Beth has built a reputation as a trusted and valued advisor. Having experience in large and small, pre-pack and pre-arranged as well as free fall cases, her first-hand knowledge proves invaluable in managing the complexities and challenges of developing claims administration and noticing plans that suit each client.
As an active member in the industry, Beth has been recognized for her contributions and achievements by the International Women’s Insolvency Restructuring Confederation (IWIRC). She is also a member of the American Bankruptcy Institute (ABI) and a volunteer with Her Justice.
Frank brings five years of professional experience to his role as Vice President. As Vice President for KCC’s Mass Tort division, Frank plays an integral role in each engagement – from managing intake leads through qualification and medical records review and discovery requirements, to moving forward to settlement, lien resolution, and distribution. Frank manages Consultants for KCC’s Mass Tort division to enrich team expertise and ensure cost-effective, efficient administration services are provided for clients practicing mass tort litigation.
Prior to joining KCC, Frank was responsible for the litigation and management of over 100 labor and employment and consumer class action lawsuits. Notable cases Frank litigated and managed include: Garcia v. Vallarta Food Enterprises, Inc.; Williams v. Veolia Transportation Services, Inc.; Levy v. Keolis Transit America, Inc.; Steele v. Zumiez, Inc.; and Davis v. Brown Shoe Company, Inc.
Frank received his Juris Doctor from Pepperdine University School of Law and his Bachelor of Science in Business Administration and Bachelor of Arts in Communications from Boston College.
As Senior Vice President, Evan oversees KCC’s Corporate Restructuring division, including the consulting and operations departments. With over 10 years of experience, Evan provides an in-depth knowledge to the corporate restructuring process, which he uses to ensure that all of KCC’s restructuring cases are properly staffed with the most experienced consultants best suited for the particular requirements of each case. Prior to his current position, Evan managed the claims administration and noticing process for dozens of clients, including Circuit City, Delphi Corporation, Hostess Brands, Magna Entertainment, New Century Financial, Overseas Shipholding Group and Workflow Management.
In addition to managing the most experienced consulting team in the industry, Evan oversees various committees to enhance the overall quality of KCC’s client services. Evan works closely with the Technology department and steers their efforts to create new advancements and improve existing features to KCC’s various technology platforms and websites. While driving KCC’s Professional Development Committee, Evan also identifies and implements training programs and procedures to facilitate the professional growth of all corporate restructuring consultants. He also works directly with the Production department to ensure KCC’s continued reputation for providing the highest quality noticing materials while utilizing the latest possible deadlines.
Admitted to practice law in California, Evan earned his Juris Doctor from Loyola Law School and holds a Bachelor of Arts degree in Philosophy from UCLA. Evan began his professional career as a judicial extern for the Honorable Vincent Zurzolo, Bankruptcy Judge for the Central District of California.
Francine is a veteran and pioneer of the chapter 11 bankruptcy and claims administration industry with more than 25 years experience. Francine's career began with the largest retail chapter 11 bankruptcy of its time, Revco D.S. Inc. From there Francine went on to manage the administration of many chapter 11 cases including PharMor, McCrory Stores and HomePlace Stores, Inc. Other representative engagements involve assisting a broad range of industries, including gaming, real estate, healthcare, manufacturing as well as experience with chapter 9 and 15 filings.
As a Managing Director of Corporate Restructuring Services at KCC, Francine works with clients to ensure they receive high-quality services tailored to their unique needs. In addition to being a key player on KCC's Business Development team, Francine brings first-hand knowledge in managing the complexities and challenges of claims administration and partners with clients to ensure a successful outcome.
As an active member in the industry, Francine has been recognized for her contributions by the International Women’s Insolvency Restructuring Confederation (IWIRC) who bestowed on her the Founders Award in 2008. She currently serves as an At Large Director for the International Board of IWIRC where she has also served as the Recruitment Director. In addition, Francine has served on the Steering Committee for the IWIRC NorthEast Ohio Chapter.
She is also a longstanding member and supporting sponsor of the American Bankruptcy Institute, Turnaround Management Association and the AIRA. Prior to joining KCC, Francine was one of the chief executives of a national claims administration consulting firm.
Adam brings over 12 years of corporate restructuring experience to his role as Senior Consultant to provide claims and legal administration services to KCC’s clients.
Prior to joining KCC, Adam worked for a claims administration firm where he successfully managed the case and/or claims administration process of the following cases: Edison Mission Energy, MF Global Holdings, Arcapita Bank B.S.C., American West Development , Exide Technologies, AMR Corporation (America Airlines), AmCad Holdings, ProNerve Holdings, LLC , IFC Credit Corporation, and Credit Alliance Group. He also worked as a Paralegal in the Restructuring practice at Kirkland & Ellis LLP.
Adam graduated with distinction with an M.B.A. from DePaul University and holds a Bachelor of Arts from Michigan State University.
As a Consultant, Danielle works closely with the corporate restructuring team to provide quality administrative support to debtors’ counsel throughout the Chapter 11 process. She acts as a point of contact for creditor inquiries, assists with client mailings, maintains case websites, identifies and enters actionable pleadings, performs administrative quality control and provides assistance with various projects throughout the course of an engagement.
Danielle is currently working on cases including ExGen Texas Power, CHC Group, Rent-A-Wreck of America, Erickson Incorporated and Sanjel (USA).
Danielle earned her Bachelor of Arts degree in Economics from the University of Southern California.
David brings over 30 years of domestic and international public securities expertise to his role as KCC's Managing Director of Public Securities Services.
As Managing Director, David has supervised securities balloting for large and complex restructuring matters including Peabody Energy, CHC Group, Paragon Offshore, Alpha Natural Resources, City of Detroit, Michigan, Ambac Financial, Jefferson County, Alabama, Residential Capital and pre-packaged solicitations for Forbes Energy, Goodman Networks, A.M. Castle and Modular Space Holdings. In addition, he has administered rights offerings performed in connection with the restructurings of Peabody Energy, CHC Group, Erickson Incorporated, Chaparral Energy and Overseas Shipholding.
Overseeing the securities solicitation process from start-to-finish, David works with debtors' counsel to review documents, ensuring the mechanics of the transaction are workable for bank and brokerage firms, as well as supervising the service of notice and solicitation documents to the firms or their agents. He has extensive experience with securities transactions including tender and exchange offers, rights offerings and consent solicitations.
Prior to joining KCC, David was Vice President at Epiq, and held securities consulting positions with Innisfree M&A Inc. and Georgeson & Co. He has facilitated over 150 bankruptcy solicitation assignments including, Calpine, Delphi, Movie Gallery, Enron and WorldCom.
David is a member of the International Association of Restructuring, Insolvency and Bankruptcy Professionals and the American Bankruptcy Institute.
As a Senior Consultant, Andrew provides case administration support for a number of restructuring cases, which includes assisting with mailings, website maintenance, claim review and claims reporting. Andrew also handles creditor inquiries and provides assistance on various special projects throughout the course of an engagement.
Andrew received his Juris Doctorate from the University of Southern California Gould School of Law and graduated summa cum laude from James Madison University where he received a Bachelor of Science in Media Arts and Design.
As a Consultant, Aileen works closely with debtor’s counsel and provides them with deadlines to receive filed notices motions and orders for service, assists with client mailings, maintains case websites, serves as a point of contact for creditor inquiries, responds to creditor inquiries and provides assistance with special projects throughout the course of an engagement and provides case administration support. Aileen is currently working on cases including AstroTurf, Hancock Fabrics, Walter Energy, Ryckman Creek Resources and Vertellus Specialties.
Aileen earned her Juris Doctor from Loyola Law School and holds a Bachelor of Arts in Greek Philosophy with a minor in International Economics from the University of California at San Diego.
Justin brings more than 10 years of professional experience to his role as Vice President of Securities, Class Action Services. As the leader of KCC’s Securities practice, Justin oversees the claims administration for financial and investor matters. He is also a key contributor to the ongoing development and implementation of settlement administration strategies that meet the evolving needs of our clients.
With expertise in project management, Justin has managed 15 of the most prominent securities settlements. Justin’s notable cases include: WorldCom, Inc. Securities Litigation; Nortels I and II Securities Litigation; Bank of America Corp. Securities Litigation; Bristol-Myers Squibb Securities Litigation; Citigroup Inc. Bonds Litigation; and Wachovia Preferred Securities and Bonds/Notes Litigation.
Justin graduated from Binghamton University with a B.S. in Financial Economics.
Patrick brings more than ten years of legal experience to KCC. As Senior Executive Vice President of Class Action Services, he manages key client relationships and provides guidance throughout the settlement administration process. Patrick is responsible for the development and implementation of strategic initiatives that foster client engagement.
Patrick began his legal career at Akin Gump Strauss Hauer & Feld LLP. He handled numerous litigation and bankruptcy matters including key engagements for Calpine Corporation, Tower Automotive, Hollywood Panorama and Tower Records. While at Akin Gump, he was a member of the firm's national pro bono committee.
Patrick received his Juris Doctor from Loyola Law School where he was a member of the St. Thomas More Law Honor Society. He received his B.A. from the University of Southern California where he played on the men's varsity volleyball team on an athletic scholarship.
Rob Jordan brings over 12 years of industry experience to his role as Distressed Analyst and Managing Director of Business Development to KCC Corporate Restructuring Services. Leveraging his corporate and legal experience, Rob manages key client relationships and furthers the strategic partnerships with distressed investment firms.
Prior to KCC, he previously worked was a Senior Associate in the Business Finance & Restructuring group at Weil Gotshal & Manges LLP and, subsequently, as Senior Managing Director - Corporate Counsel at Third Avenue Management, a NY-based asset management platform with a strong legacy in long-equity value and distressed investing.
Over the span of his career, Rob worked on a number of high-profile in-court and out-of-court restructurings representing debtors, creditors, funds, and asset purchasers. A representative sampling of matters includes: Washington Mutual Inc., Aleris Inc., Vertis Inc., Palm Harbor Homes Inc., Koosharem Inc., General Maritime Inc., Landsource Inc., Panolam Industries Inc., US Shipping Inc., St. Vincents Catholic Medical Centers, Denver Radio Inc., and Advanta Inc.
Rob earned his JD with Honors from The George Washington University Law School while simultaneously completing an MA in International Economics and Middle Eastern Studies at The Johns Hopkins School of Advanced International Studies. He graduated with High Honors with a triple major from Rutgers University (New Brunswick). Rob is licensed to practice law in New York.
Rob is an active member in key industry associations including the American Bankruptcy Institute and Turnaround Management Association.
As SEVP, Albert drives the strategic direction of the company’s client engagement initiatives. In addition, he oversees the business development professionals who lead regional campaigns to solidify KCC market leadership position in claims administration and noticing solutions.
Albert brings more than 13 years of experience to his role at KCC. Prior to his role as SEVP, Albert served as Vice President of Corporate Restructuring guiding the strategic development and implementation of KCC’s services, maximizing the scope and value of the company’s suite of Chapter 11 service offerings.
Previously, Albert represented debtors and official committees in Chapter 11 restructuring engagements as an associate in the Restructuring Group of Kirkland & Ellis LLP. While at the firm’s New York office, he worked on cases including Calpine Corporation, Collins & Aikman Corporation, Solutia, Inc. and Wellman Inc.
Albert was recently recognized by the M&A Advisors for his outstanding contributions to the restructuring industry in their 2014 Annual 40 Under 40 Recognition Awards. Admitted to practice law in New York and New Jersey, Albert earned his Juris Doctor from Fordham University School of Law. While serving as an editor of the Fordham Urban Law Journal, he was awarded the Archibald R. Murray Public Service Award. Albert received his Masters in Public Administration from New York University Robert F. Wagner Graduate School and holds a Bachelor of Arts in History from the University of Michigan.
As a Senior Consultant with over a decade of corporate restructuring experience, Patrick oversees all aspects of restructuring case administration, including claims management, noticing and solicitation.
Prior to joining KCC, Patrick was an attorney specializing in corporate restructuring and commercial litigation cases, before becoming an Assistant Director for another claims and noticing agent. He has managed solicitation and tabulation of votes on 20 successfully confirmed plans of reorganization, including plans for two of the ten largest Chapter 11 cases in history, as well as rights offerings. Patrick’s past cases include Motors Liquidation Company ( formerly General Motors Corp.), AMR Corporation (American Airlines), R.H. Donnelly, Inc., MF Global Holdings, Ltd., Borders Group Inc., Harry & David Holdings, Inc., Riviera Holdings, Jackson Hewitt Tax Service, Inc. and Edison Mission Energy.
Patrick received his Juris Doctor from The George Washington University Law School. He earned a Bachelor of Arts degree in Print Journalism and International Relations from the University of Southern California.
Jim brings over a decade of corporate restructuring experience in his role as Senior Managing Consultant to provide claims, legal administration and public securities services to KCC’s clients.
In his current role, Jim focuses on complex securities related transactions arising out of restructuring cases, such as securities solicitation, rights offerings, tender offers, loan syndications and distributions to securities holders. Some of these large engagements include 21st Century Oncology, rue21, Peabody Energy Corporation, Chaparral Energy, Swift Energy Company, Walter Energy and Alpha Natural Resources.
Jim also oversees the day-to-day management of Chapter 11 cases, including pre-filing consultation, schedules and statement preparation, claims and noticing services, solicitation and post-confirmation distributions. A list of his restructuring engagements include, among others, Colt Holding Company, AMF Bowling Worldwide, THQ, Metro Affiliates, Paragon Offshore and School Specialty.
Prior to joining KCC, Jim worked as an associate at Togut, Segal & Segal, where he represented debtors, post-confirmation trustees and chapter 7 panel trustee in all aspects of complex chapter 7 and 11 proceedings, including Dewey & LeBoeuf, Grubb & Ellis Company and Loehmann’s Holdings. Jim was also a student law clerk for the Honorable Stuart M. Bernstein, former Chief Bankruptcy Judge for the United States Bankruptcy Court for the Southern District of New York.
Jim received his Juris Doctor from Brooklyn Law School, where he was awarded the Professor Philip K. Yonge Memorial Prize for Exceptional Achievement in Bankruptcy, and his Bachelor of Arts in Economics and International Relations from Colgate University. He is licensed to practice law in the states of New York and New Jersey, and is admitted to the bar of the United States District Court, Southern and Eastern Districts of New York and District of New Jersey.
Daniel brings more than 10 years of professional experience to his role as Senior Vice President of Securities, Class Action Services. As the leader of KCC’s Securities practice, Daniel oversees the claims administration for financial and investor matters. He is also a key developer of KCC’s Government and Public Sector Services practice.
Prior to joining KCC, Daniel managed several fair fund matters and maintained a strong relationship with the SEC. During his tenure, he has administered over 100 cases. Notable cases Daniel administered include: SEC v. Bank of America; SEC v. HealthSouth; SEC v. Countrywide; U.S. v. EGold; U.S. v. Ad Surf Daily; and U.S. v. TRIN. Using his knowledge as a CPA, Daniel has designed and implemented plans of distribution and he developed economic damage models.
Daniel studied market dynamics at Cambridge University and graduated from UC Davis with a B.S. in Managerial Economics.
Deborah brings more than 15 years of consulting experience to her role with KCC Class Action Services. As a Senior Consultant, Deborah guides clients through the claims administration process, ensuring all settlements are executed efficiently and as outlined in the agreement.
Prior to joining KCC, Deborah worked for a claims administrator where she successfully managed operations, business process improvements and complex class action settlements. Deborah’s extensive case experiences include: antitrust; product liability; pharmaceutical; class member location; insurance; banking fees and securities.
Jeff brings more than 10 years of corporate restructuring experience to his role as Senior Managing Consultant. As Senior Managing Consultant, he provides claims and legal administration services to KCC’s clients. His broad range of experience includes managing Chapter 11 matters, Rights Offerings, Creditor Committee engagements and facilitating asset sales through the use of virtual data rooms.
Jeff has worked on several notable Chapter 11 cases including Alpha Natural Resources, Inc., Brookstone, Inc., Erickson Incorporated, Midstates Petroleum Company, Inc. and Swift Energy Company.
Jeff graduated from the University of Southern California with a Bachelor of Science in Business Administration.
Heather brings over 10 years of industry experience to her role as Senior Consultant to provide claims and legal administration services to KCC’s clients.
Prior to joining KCC, Heather worked for other restructuring administrative services firms. She worked closely in coordination with company employees, financial advisors, law firms and other corporate restructuring professionals. Her focus has been oversight of projects both within the company and in conjunction with requests from Debtors’ professionals throughout the course of a proceeding, keeping within client budgets on all stages of a case from pre-petition, noticing, Schedule and SoFA preparation, claims reconciliation, Website management, solicitation of ballots and tabulation to distribution and post-confirmation tasks. She has worked on notable cases including Dana Corporation, ATA Airlines, Inc., WR Grace, Boston Generating, LLC, Accuride Corporation, CHL, Ltd., Atrium Corporation, MF Global Holdings, Ltd. and Harry & David Holdings, Inc.
Heather earned her Juris Doctor from Ohio Northern University and also attended IIT/Chicago Kent College of Law where she studied financial services law in a focused LL.M. program. She received her Bachelor of Arts degree in International Relations and Italian from the University of Virginia.
Heather was 2013-2014 Chair of the Chicago Network of The International Women’s Insolvency and Restructuring Confederation (IWIRC) and a 2016 Board Member of the Chicago IWIRC Network.
Joe brings considerable Chapter 11 experience to his role as Vice President, Corporate Restructuring Services. Joe oversees the noticing and claims administration on a wide range of the nation’s most complex corporate restructuring engagements.
Since 2005, Joe has worked on numerous multifaceted Chapter 11 engagements including Movie Gallery, SemCrude L.P., General Growth Properties, The Great Atlantic Pacific & Tea Company, Hostess Brands, Eastman Kodak, and Residential Capital LLC.
Joe plays an integral role in each engagement managing the daily noticing and claims administration processes, preparing Schedules and SOFA, and producing comprehensive noticing to creditors through to Plan confirmation and disbursement. While managing these data-intensive cases, Joe continues to develop processes to efficiently administer KCC’s current mega cases and growing client list.
Joe graduated from Loyola Marymount University with a Bachelor of Arts degree in Business Administration, with an emphasis in Management and Business Law.
As President, Gerry leads KCC’s corporate restructuring, class action, mass tort practices as well as spearheads expansion into new areas such as Escrows and eDiscovery. He brings nearly 20 years of strategic oversight and financial operations expertise as well as serves as a liaison to Computershare, KCC’s parent company. Over the years, he has fostered strategic relationships with major financial institutions to bring alternative financial solutions to clients.
Gerry joined KCC as the Chief Financial Officer in 2009, after serving as the US Controller at Computershare for nearly 10 years. He previously held financial leadership roles with the Irish Dairy Board and Price Waterhouse Coopers.
Gerry earned a Masters in Business Studies from Dublin City University, where he also completed his Bachelor of Arts degree in Accounting and Finance. He is a Chartered Accountant.
As Senior Director, Karen oversees the legal and administrative support for her clients by facilitating their mass tort cases from intake through settlement. Karen has managed various pharmaceutical, device, and toxic tort matters including Actos, Avandia, Cymbalta, Essure, GranuFlo, IVC Filter, Mirena, NFL Concussion, PPI, Risperdal, Southern California Gas Leak, Talcum Powder, Transvaginal Mesh, TXI Riverside Cement, Xarelto, Yaz, and Zofran.
Karen brings extensive civil litigation experience to her role as Senior Director. Prior to joining KCC, Karen served as Associate General Counsel of J.K. Residential Services, Inc. As in-house corporate counsel, she oversaw all aspects of the company’s legal landscape, including litigation. During her tenure, she litigated a broad range of cases including employment, personal injury, business litigation, and real estate through trial, settlement, and appeal. Additionally, she worked with senior management to advise them on corporate policies and procedures relating to employment and other business matters.
Before working as corporate counsel, Karen litigated various civil matters such as employment, breach of warranty, and TCPA class actions while working as an associate attorney at Strategic Legal Practices APC. Karen also worked at a Los Angeles plaintiffs’ firm litigating various employment class actions. Notable cases and decisions include: Asghari v. Volkswagen Grp. of America, Inc., 42 F. Supp. 3d 1306 (2013); Meyer v. Bebe Stores, Inc., 2015 WL 431148 (N.D. Cal. Feb. 2, 2015); Haghayeghi v. Guess ?, Inc., 14-cv-00020 (S.D. Cal.); 511 S. Park View, Inc. v. Tsantis, 249 Cal. App. 4th Supp. 44 (Cal. App. Dep’t Super. Ct. 2015). Karen is licensed to practice law in both California and Illinois.
Karen earned her Bachelor of Arts in Women’s & Gender Studies from DePaul University. She also holds a Juris Doctor from DePaul University College of Law. During law school, Karen served as Editor of Articles, Notes & Comments on the DePaul Law Review.
In her role of Senior Director, Brianne provides legal support for mass tort litigation clients. She is responsible for the facilitation of cases through various stages from intake to settlement. Brianne manages and maintains her clients’ databases and facilitates the workflow of claimant files with project teams comprised of Intake Specialists. She helps her clients navigate through the settlement process on different levels from intake, screening and retention; medical and pharmacy record retrieval and review; plaintiff fact sheet preparation; document tracking; and lien resolution. Additionally, she prepares materials for new intake campaigns and provides reports and deadlines to clients.
Throughout her years of experience in the mass tort industry, Brianne has worked on several notable cases, which include Accutane, FLQ (Fluoroquinolones), Fosamax, Talcum Powder, TVM and Yaz. Brianne has also managed the lien resolution of Abarca, Byetta, Seroquel, Shell and TXI.
Prior to joining KCC, Brianne worked at a law firm as a Legal Assistant and Intake Coordinator. While there, she oversaw numerous cases including Asbestos (Mesothelioma), Crestor, Depuy Hip, Fosamax, Lipitor, Shoulder Pain Pump (SPP), Zimmer Knee and personal injury cases.
Brianne has a Bachelor of Arts in Criminology, Law & Society with a minor in Political Science from University of California, Irvine.
Angela brings considerable claims and noticing experience to her role as Director, Corporate Restructuring Services. In addition to managing individual case teams, she oversees KCC's disbursement services and has facilitated Plan confirmation disbursements for cases including Magna Entertainment Corp., Sportsman’s Warehouse, Inc., and Washington Mutual, Inc.
In recent years, Angela has helped develop KCC’s avoidance/preference database. She oversees the preference services group and has prepared numerous analyses to assist Trustees and their counsel with their preference litigation negotiations. Angela is also in charge of KCC’s education and training programs for the Restructuring Department.
Angela received a Masters in Archaeology from the University of California at Los Angeles and earned a Bachelor of Arts degree in Anthropology from the University of California at San Diego.
As Director, Corporate Restructuring Services, Michael leads the claims administration process for KCC’s corporate restructuring engagements across varied industries such as airline, health care, manufacturing and telecommunications.
Working with Consultants and Project Specialists, he oversees the day-to-day case management of several Chapter 11 cases including, American LaFrance, Bayonne Medical Center, Charys, Independence Air and Pope & Talbot. Michael supervises the noticing process, collaborating with KCC’s Production Department to ensure timely production and distribution of creditor notices and time-sensitive case documents.
Michael serves on KCC’s User Acceptance Team (UAT), supporting the development and continued improvement of the company’s technology systems. He also conducts Advanced Excel classes, while developing training materials for KCC’s internal educational programs.
Michael received his Juris Doctor from University of Michigan Law School. He earned a Bachelor of Arts degree in Economics and Psychology from the University of Michigan.
Patrick brings over 20 years of experience to his role as Senior Vice President of Class Action Services. He manages operations for KCC Class Action Services and ensures high-quality, cost-effective settlement administration. Working with the executive management team, Patrick drives the strategic development and implementation of internal processes.
Prior to joining KCC, Patrick served as a Senior Manager in Computershare's Business Solutions Group where he studied the principles of Lean Six Sigma. Previously, he served as Vice President of another class action settlement administration firm. During his tenure, Patrick oversaw the company’s consumer division and led his team to successfully administer over 200 settlements. Later he managed the company’s Midwest regional office focused on improving the company's operating processes and procedures to increase operating productivity and reduce costs. Over the course of his career, he has managed more than 500 class action settlements and is an expert in claims processing and class member communications.
Patrick studied Business Administration at State University of New York in Farmingdale.
With well over a decade of industry experience, Carla is responsible for the design and implementation of legal notification programs and plain language legal notice documents. Her legal notification programs effectively reach class members and her notice documents address the challenges of communicating complex legal information to class members in a manner that they can understand.
Her expertise includes all aspects media research, planning, and buying, as well as the design and production of a variety of individual, digital, published and broadcast notices. Carla’s notice plans satisfy due process requirements, as well as all applicable state and federal laws. Her notices satisfy the plain language requirements of Rule 23 and adhere to the guidelines set forth in the Manual for Complex Litigation, Fourth and by the Federal Judicial Center (FJC), as well as applicable state laws. She has successfully provided notice in both U.S. and international markets, including communications in more than 35 languages.
Carla has presented on and written numerous articles about class notification programs, the design of effective notice documents as well as industry trends and innovations. She holds a Bachelor of Arts in Sociology from Temple University, graduating cum laude.
Diana brings more than 10 years of legal marketing experience to the KCC Class Action Services and Mass Tort teams. As the Senior Director of Marketing and Business Development, she is responsible for the strategy and implementation of initiatives and events that foster KCC’s Class Action relationships.
Prior to joining KCC, Diana held several positions in Sheppard Mullin Richter & Hampton LLP’s marketing department. Previously, she work for JVA Consulting, LLC and assisted with several projects dealing with the “Colorado Compassion Initiative” (granted by the U.S. Department of Human Services).
Diana earned her Master in Communication Management from the University of Southern California. She holds a Bachelor of Science in Business and Bachelor of Arts in Communication from Regis University.
As a Senior Project Manager with KCC Class Action Services, Eric oversees the claims administration process and procedure while serving as the primary point of contact for clients.
As a long-term member of the KCC team, Eric has provided senior-level consulting for class action matters including In re Aftermarket Filters Antitrust Litigation, In re Hypodermic Products Antitrust Litigation, In re Potash Products Antitrust Litigation (II), Abarca and Hernandez v. Merck & Co., Hernandez v. Restoration Hardware, Inc., and Thomas v. Lennox Industries, Inc.
With over seven years of experience in various roles within class action settlement administration, Eric’s expertise enables him to serve as a trusted resource to his clients.
Eric graduated from the University of California, San Diego and earned his Bachelor of Science in Psychology.
As a Senior Consultant, Karen brings 10 years of settlement administration experience to KCC. Karen guides clients through the claims administration process, ensuring all settlements are executed efficiently and as outlined in the agreement. As an expert in consumer and securities related class actions, Karen has become a trusted resource for her clients.
Karen has overseen the settlement administration of multiple large regulated and public sector cases, working with plaintiff and defense counsel as well as government agencies such as the SEC, DOJ and US Secret Service. Notable cases Karen has administered include: SEC Global Research Analyst Settlement; SEC v. Fannie Mae; SEC v. MBIA; and US v. E-Gold.
Karen earned her Masters in Business Administration from New York University. She holds a Bachelors of Arts with High Honors from Auburn University.
Dan brings more than 25 years experience in class action settlement administrations to the KCC Class Action Services team. As Vice President for Class Action Services, Dan manages key client relationships and provides oversight throughout the settlement administration process.
As the founder of Rosenthal & Company LLC, Dan has been an authority on noticing, claims processing, distributions and the tax reporting requirements for class action settlements. He has provided expert testimony on the efficacy of settlement administration relative to class action litigations. Dan’s insights and innovative approaches have proven invaluable to clients as he consults with them prior to implementation of settlements to craft an administration plan that is both time- and cost-effective. He is recognized as an industry expert and has presented at numerous conferences and events on trends in settlement administration.
Prior to founding Rosenthal, Dan started DANART Communications, an advertising agency that specialized in media planning and placement of legal notices. He also served as Managing Director for one of the leading class action administrators. Prior to becoming involved with class action administration, Dan was in marketing management in the Consumer Products and High Technology fields.
Dan received a Bachelor of Arts Degree in Broadcast Communication Arts from San Francisco State University and a Master of Business Administration from the University of San Francisco.
As a Senior Consultant, Alvaro handles the day-to-day administration of corporate restructuring cases. Some of his responsibilities include maintaining public access websites, preparing claim reports for counsel and financial advisors and coordinating large scale mailings.
He has more than nine years of experience in the corporate restructuring industry at KCC and has worked on numerous cases including Brookstone Holdings, Eagle Bulk Shipping, Frederick’s of Hollywood and OnCure Holdings.
Alvaro earned his Bachelor of Arts in Liberal Arts from the California State Polytechnic University, Pomona
As a Senior Managing Consultant, Leticia manages the day-to-day intricacies of the claims administration process. Some of her responsibilities include creating public access websites, preparing claims reports for professionals and coordinating large scale mailings. With over seven years of experience in the corporate restructuring industry, Leticia assists professionals with the compilation of Schedules and SOFAs and prepares the affidavits of service and other administrative reports. She has worked on Chapter 11 engagements such as Arctic Glacier International Inc., Blockbuster Inc., Premier International (Six Flags), Quiksilver, Inc., Walter Energy, Inc. and Washington Mutual, Inc.
Leticia earned her Bachelor of Science degree in Political Science with a Minor in Business Administration from Loyola Marymount University, Los Angeles.
Leanne brings ten years of claims and noticing experience to her role as Vice President, Corporate Restructuring Services. She has led and managed several restructuring cases including Blockbuster Inc., Chaparral Energy, Inc., Charter Communications, Inc., DBSI Inc., Eddie Bauer Holdings, Inc., Event Rentals, Inc., Fuhu, Inc., Grubb & Ellis Company, and Motor Coach Industries International, Inc.
In her role as Vice President, Leanne supervises Consultants and Senior Consultants on several of KCC's active corporate restructuring engagements, oversees the daily noticing and claims administration processes, prepares Schedules and SOFA, manages ballot tabulation and coordinates creditor disbursements. She also serves on KCC’s Professional Development Committee (PDC), supporting the continued growth and development of the KCC Team.
Leanne graduated cum laude from the University of California, Los Angeles, receiving a Bachelor of Arts degree in Political Science.
As a Senior Consultant for Class Action Services, specializing in Labor and Employment Settlements, Jenny oversees the claims administration processes while serving as the primary point of contact for clients. She successfully guides clients through the administration, ensuring all settlements are executed efficiently and as outlined in the Court approved agreements.
A member of the KCC team since 2008, Jenny has managed nearly 200 settlement administration projects with class sizes ranging from 50 to more than 1.5 million. This includes notable cases such as York vs. Starbucks, McReynolds vs. Merrill Lynch, Yuzary vs. HSBC and Kumar vs. Bank of America. In total, she has overseen projects that resulted in the distribution of more than $300 million.
Markham brings over a decade of industry experience to his role at KCC. As Director of Class Action Services, Markham oversees operations and management of complex matters.
Prior to joining KCC, Markham worked in claims administration overseeing a team of settlement implementation managers, and has personally overseen the successful administration of more than 100 class action settlements with class sizes reaching into the tens of millions. Markham has a broad range of case experience, including antitrust, employment, product liability, contracts, and consumer services and has seen hundreds of millions of dollars distributed to settlement class members, attorneys, universities and charitable organizations.
Markham earned a Bachelor of Arts degree in English Literature from the University of Maryland in College Park, MD.
Robert brings over three years of experience to his role as Consultant. As a consultant, he works closely with the corporate restructuring team to review proofs of claim, identify and enter actionable pleadings, performs administrative quality control, assists with client mailings, serves as a point of contact for creditor inquiries and works with debtor’s counsel on a daily basis and provides them with deadlines to receive filed notices motions and orders for service. Robert is currently working on cases including Sports Authority and Cal Dive. Prior to joining KCC, as a Law Clerk, Robert practiced contract, tax, and bankruptcy law at DeClercq Law Group, and Hindoyan & Associates.
Robert earned his Juris Doctorate from Loyola Law School in Los Angeles and holds a Bachelor’s Degree in Economics from the University of California, Berkeley. While attending law school, he was the Articles Editor for Loyola of Los Angeles Law Review. Furthermore, Robert served as a Judicial Extern in the Central District of California, United States Bankruptcy Court, for the Honorable Neil W. Bason. In his undergraduate years, he served as the Vice President of Student Government, representing the student body on the Judicial Board.
Jenny brings over a decade of experience in the settlement industry to her role as Director of Class Action Services. She assists clients throughout the class action litigation process, as early as before class certification through final approval of a class action settlement. She has a strong client focus, a deep understanding of client needs, and a dedication to providing exceptional service. Jenny takes a strategic approach to finding the most cost-effective solutions. She is responsible for serving clients primarily in New York and on the East Coast.
Prior to joining KCC, Jenny worked in the financial services industry where she led the strategic planning process, managed national partnerships, and implemented marketing and public relations initiatives for a Fortune 500 company.
Jenny received her M.B.A from Pepperdine University’s Graziadio School of Business and Management and her B.A. in Business Administration, Marketing and Management from Whittier College, where she competed on the women’s varsity lacrosse team.
Roy brings two decades of legal experience to his role of Director of Business Development. In this position, Roy focuses on strengthening existing relationships, developing new relationships, and driving revenue within the government markets.
Prior to joining KCC, Roy worked as a litigation attorney representing individual and corporate clients in a variety of civil matters, as well as federal and state agencies in the areas of housing finance and community development. Over the past 20 years, Roy has focused on business development and client relations, specifically with state and local governments, building unmatched expertise.
Roy received his Juris Doctorate from Temple University and his Bachelor of Arts from Fisk University.
Snow brings over 16 years of experience in the class action and financial services industries to the KCC team. As a Director of Class Action Services, Snow is responsible for the strategic development and implementation of client initiatives to foster key relationships in the legal industry.
Her years of experience in the class action and financial services industries allow her to understand the specific needs of clients and provide efficient and cost-effective solutions throughout the settlement administration process. Snow works with clients at all stages of class action litigation and has managed settlements ranging from 80 class members to 18 million class members.
For the past several years, Snow has served on the on the Advisory Board of the Jacksonville Women’s Business Center. She is the current Jacksonville Director for the Florida IWIRC board.
Snow received her Bachelor of Science in Business Administration at the University of Florida.
As Senior Managing Consultant for KCC’s Public Securities Services, Peter has more than 20 years of investor relations experience and has managed over 1,000 securities solicitation campaigns. He has both strategic and tactical expertise in Chapter 11 restructurings and other corporate transactions involving public securities.
In his current role, Peter has worked on a number of diversified restructuring cases, some of which include Paragon Offshore, CHC Group, Peabody Energy, Alpha Natural Resources, Quiksilver, Momentive Performance Materials, City of Detroit, Michigan, Eastman Kodak Company, Filene’s Basement, William Lyon Homes, Otelco, Loehmann’s Holdings and Washington Mutual.
Throughout his career, he has built a reputation as a trusted advisor to companies seeking counsel regarding complex securities related transactions. As a former Director of Innisfree M&A, Peter provided counsel to companies involved in, among other things, contested elections, mergers and acquisitions, tender offers (both hostile and friendly) and rights offers. Prior to his joining Innisfree M&A, he was Vice President at Georgeson where he advised corporate clients on proxy and corporate governance related matters.
In his previous roles, Peter developed and executed solicitation strategies for such multifaceted engagements as, Capital One Financial Corporation’s acquisition of NorthFork Bancorporation, Genzyme Corporation’s acquisition of Biomatrix, CenturyTel’s all-stock merger with Embarq Corporation, Elliott Associates proxy fight against Salomon Brothers Fund, Apollo Management’s acquisition of Jacuzzi Brands, Hologic’s tender offer for Third Wave Technologies and Viasystems Group’s post-bankruptcy subscription rights offering.
Peter earned a Bachelor of Science degree from Fairleigh Dickinson University.
Josh executes training and development programs for KCC's Consultants. Under his supervision, Consultants support the Restructuring, Litigation Support and Transaction Support departments with information analysis, case administration review and noticing campaign coordination.
In addition, Josh coordinates case-specific operations for some of KCC's largest restructuring engagements such as Circuit City, Delphi and SemCrude LP.
Prior to joining KCC, Josh was a legal assistant at Friedman & Friedman. While serving as Secretary of the Pre-Law Society, Josh graduated from California State University at Northridge with a degree in Political Science.