Lance is Co-Founder and Managing Partner of Pivot >, where he leads the strategy and delivery of Pivot’s turnaround and restructuring services to Corporate and Private Equity clients. As a former restructuring lawyer and in-house counsel, Lance leverages 20 years of restructuring experience to deliver a unique blend of strategic and practical advice to guide clients through the restructuring process.  Lance’s practice focuses on leadership and restructuring advice for companies, sponsors, and creditors in complex Chapter 11 and out-of-court workout situations. He has experience delivering results in many different roles, including as Financial Advisor, Chief Restructuring Officer, and court-appointed Receiver. 

Representative experience includes the following notable engagements: International Longshore and Warehouse Union (Bankr. N.D. Cal.), Columbia Pulp (Wash. Super. Ct.), iCap Enterprises, Inc. (Bankr. E.D. Wash.), CalPlant 1, LLC (Bankr. D. Del.), Lear Capital, Inc. (Bankr. D. Del.), Apex Parks Group (Bankr. D. Del.), Easterday Farms and Easterday Ranches, Inc. (Bankr. E.D. Wash.), Chesapeake Energy Corp. (Bankr. S.D. Tex.), Sugarfina, Inc. (Bankr. D. Del.), American Apparel, LLC (Bankr. D. Del.), Chemtura Corp. (Bankr. S.D.N.Y.).

Prior to founding Pivot >, Prior to founding Pivot >, Lance was a Partner at a national turnaround and advisory firm and, prior to that, General Counsel for Sugarfina, Inc. and American Apparel. During his time practicing restructuring law, Lance practiced for more than 10 years with Kirkland & Ellis LLP and Jones Day.   

Lance’s Board memberships have included Yogaworks and Agway.  He is a member of the California and New York Bar Associations, and various professional organizations devoted to corporate distress.  Lance’s focus for charitable work is centered around Hillel of San Diego. 

Peter is a Founder and Partner of Pivot > where he provides turnaround and restructuring services to Corporate and Private Equity clients.  As a former CFO and COO, Peter leverages over 25 years of experience to deliver a unique blend of financial and operational advice and practical implementation strategies.  Peter brings a track record of success across a multitude of business scenarios, including implementing turnaround strategies as well as guiding companies through growth and hyper-growth phases.  His expertise lies in problem-solving by conceptualizing and then implementing initiatives that make impactful contributions in the areas of financial management, cost reductions, revenue growth initiatives, and operational efficiency improvements.

Peter’s wealth of board experience also reflects his expertise in advising Pivot > clients strategically that enhance business performance, mitigate risk, and ensure proper corporate governance.  This includes helping companies navigate through challenging scenarios such as crisis management, bankruptcy, and company sale processes.  Peter currently serves on the boards of Keep Fit America, OCTANe, and BNG Technologies.  His prior board membership includes Yoga Works, Sugarfina, and Aimtell.  Beyond his board commitments, he also serves as an Advisor and Member of the UCI Council of Industry Advisors and holds the position of Executive In Residence at UCI’s School of Applied Innovation.

Prior to founding Pivot >, Peter’s professional experience includes nearly a dozen executive roles as CFO, COO, and CEO.  In addition, Peter’s representative turnaround and restructuring experience includes the following notable engagements: International Longshore and Warehouse Union (Bankr. N.D. Cal.), Columbia Pulp (Wash. Super. Ct.), iCap Enterprises, Inc. (Bankr. E.D. Wash.), Sugarfina, Inc. (Bankr. D. Del.), S.D.N.Y.), Partners Crackers, and NTAS

Chelsea is Managing Director of Pivot > where she leverages her vast CEO and Board experience to manage turnarounds, transformations and restructurings for both public and private companies across diverse industries. She has significant experience with M&A transactions and franchise models and is a governance expert. She is very comfortable managing through crisis and distress, and she has lead companies through digital and other transformations, as well as full-blown restructurings. She is qualified to sit on public company audit committees.

Prior to joining Pivot >, Chelsea was the CEO and a board member of American Apparel, which she successfully sold to Gildan Activewear Inc. Subsequently, she was the first ever female CEO of True Religion, where she also sat on the board of directors (chairing the Audit Committee).  Ms. Grayson was most recently the CEO and a board member of Spark Networks, a leading owner and operator of premium online dating sites and mobile applications (including Jdate, Elite Singles, Silver Singles and Christian Mingle), where she was Vice Chair of the board, chaired the Special Committee and was a member of the Audit Committee.

Chelsea is a current board member of Xponential Fitness, Bedrock Manufacturing Co. (Shinola and Filson brands), Sunrider International, and Beyond Meat. She has also served on the board of directors of several other companies including Morphe Cosmetics, Sugarfina Inc., and Delta Dental. Chelsea’s leadership positions also include being an Executive in Residence at Wunderkind, a Board Leadership and Corporate Governance Fellow with the National Association of Corporate Directors (NACD). Chelsea is also a member of the Board of Advisors for the Department of English at the University of California, Los Angeles.

Chelsea earned her J.D. from Loyola Law School, Los Angeles (Order of the Coif) and her B.A. from the University of California, Los Angeles.

Stephanie Wickouski is a Managing Director of Pivot >, leading the New York office and delivering strategic solutions to distressed companies and their stakeholders. She leverages over 40 years of experience in bankruptcy, restructuring, and insolvency law, providing expert guidance on complex financial and operational challenges and navigating high-stakes bankruptcy litigation, restructuring transactions, and distressed asset sales.

Stephanie’s extensive experience spans numerous industries, including fintech, digital assets, energy, real estate, consumer products, and healthcare. She has served as lead counsel in high-profile reorganization cases, advised on credit defaults, and provided comprehensive services for Section 363 asset sales. Her roles as an independent fiduciary, mediator, and expert witness amplify her ability to address multifaceted financial situations.

Before joining Pivot, Stephanie was a senior partner at an AmLaw 100 firm and served as a trial attorney for the U.S. Department of Justice, Civil Division, Commercial Litigation Branch, where she earned recognition for her work in airline bankruptcies. She is a panel mediator for the U.S. Bankruptcy Court for the Southern District of New York and has authored three influential books, including “Bankruptcy Crimes” and “Indenture Trustee Bankruptcy Powers & Duties.”

A recognized thought leader, Stephanie frequently speaks and writes on bankruptcy and restructuring topics. She has been honored by Turnarounds & Workouts as an Outstanding Restructuring Lawyer, and by Super Lawyers and Best Lawyers in America Judicial Edition for her contributions to the field. Stephanie holds a J.D. from the University of New Hampshire School of Law and an A.B. from The College of William & Mary. She is admitted to the bar in New York, the District of Columbia, Maryland, and Virginia.

Jair Clarke is Managing Director of AI and Technology at Pivot > leveraging his extensive track record as a Fortune 15 CTO, CEO, Chief AI Officer, Board Member, and Executive Advisor to the Chairman of a $20B a year technology company.​

With previous roles at Fortune 50 companies like Microsoft, Disney, IBM, and Lockheed Martin, Jair managed billions of dollars, grew a team of 20 to a $1B+ organization (leading thousands of personnel), led AI, Digital, and tech transformations. In addition, he had global P&L responsibilities, and was accountable for overseeing the design, implementation, and scaling of critical systems, products, engineering teams, and infrastructure. Jair directed the end-to-end lifecycle of product development, ensuring seamless integration of advanced technologies into operations, while optimizing infrastructure for performance, reliability, and scalability across various industries.​

Before joining Pivot Group, Jair was a Chief Technology Officer for Microsoft, where he supported a $175B business unit, leading initiatives in AI, automation, and digital transformation. He is currently a Board Member for Xponential Fitness (NYSE:XPOF), OneMedNet (NASDAQ:ONMD), Executive Advisor to the Chairman at World Wide Technology, CEO of Laigic, and advisors to multiple private companies. Jair’s extensive industry knowledge, coupled with his dedication to innovation and diversity, enables him to provide strategic guidance in complex turnaround and restructuring situations.​

Jair holds a degree from the University of Miami, where he was part of the national championship-winning football team.

Matt is a Managing Director at Pivot > where he provides performance improvement, turnaround and restructuring services to Corporate and Private Equity clients.   He leverages 20 years of experience to deliver strategic financial and operational solutions to companies in financial distress or other special situations.  Matt focuses on providing strategic advice and leading teams executing solutions for our corporate clients and their sponsors.  He has led in-court and out-of-court restructurings, and has served as CFO and COO, where he has been recognized for effective leadership of teams and utilizing a data-driven approach to drive EBITDA growth.

Representative experience includes the following notable engagements:  Ciber, Inc. ($700 million; IT Services and Staffing); Confidential ($250 million; Specialty Finance); Confidential ($400 million; Entertainment); Natrol, Inc. ($70 million; Nutritional Supplements), City of Stockton ($1.1 billion; Municipal), Select Staffing ($650 million; Staffing) , Powerwave Technologies ($300 million; Manufacturing), Meruelo Maddux Properties ($320 million; Real Estate).

Prior to joining Pivot>  Matt was a Managing Director with Alvarez & Marsal, a leading firm globally in turnaround and restructuring advisory, and prior to that was a Managing Director with Conway MacKenzie, a middle-market focused turnaround and restructuring firm.  More recently, Matt served as interim CFO for Revolution Prep, an EdTech company, and in several operational roles leading teams at Findox, a Fintech company that was sold to Reorg Research.

He holds a JD/MBA from the University of Chicago and an AB in Economics and English from the University of California, Berkeley, where he was on the men’s swim team.

Matt is a former President of the SoCal TMA.  He is a longstanding supporter of Minds Matter, a mentoring organization for academically accomplished, low-income high school students, and helped to launch the Los Angeles chapter.  He served on the Santa Monica-Malibu Unified School District Financial Oversight Committee, and is an AYSO coach and referee.

Rich Kottmeyer serves as a Managing Director at Pivot > Group, leading the Food, Agriculture, and Beverage (FAB) practice. A globally recognized thought leader with over 30 years of experience, Rich has driven transformation across the food and agricultural value chain, specializing in turnarounds, strategy, and performance improvement.

Rich has held leadership positions at prominent firms like FTI Consulting, Accenture, IBM, and KPMG, where he built and led some of the largest agriculture and food production practices in professional services. His expertise encompasses private equity due diligence, performance improvement, ESG initiatives, investment banking, and technology strategy.

Most recently, Rich served as Senior Advisor at Michael Best Strategies, providing strategic guidance on government affairs, food security, and agricultural policy. He has advised global private equity firms and led high-impact projects across sectors including dairy, controlled environmental agriculture, and animal health.
Rich’s career highlights include advising the U.S. Administration and USDA, spearheading innovative food security initiatives, and managing complex global M&A transactions. He is also a sought-after keynote speaker and contributor to major publications on topics ranging from agricultural technology to global food trends.

Rich holds a Juris Doctor from Saint Louis University and a Bachelor of Arts from Washington University. His leadership, vision, and extensive industry knowledge position him to drive impactful results at Pivot Group.

Bayard Hollingsworth is a Managing Director at Pivot >, where he draws on more than 25 years of experience leading distressed and high-growth companies through operational and financial transformation. Bayard has served as President, Chief Restructuring Officer, Chief Financial Officer, and investment banker across a broad range of industries including logistics, home improvement, consumer products, technology, manufacturing, and education services.

Bayard has led many restructuring and advisory engagements, with recent mandates including: CRO of a $50M regional trucking company (Chapter 11), Interim CFO of a post- SPAC 3D printing company, financial advisor to a $120M national distributor of education environments, and Interim CFO to a PE-backed outdoor products firm undergoing leadership transition and working capital stabilization.

Prior to joining Pivot >, Bayard was a Managing Director at Phoenix Management and CFO of Tatum (now Randstad). Earlier in his career, he held senior roles at Beaulieu Group, US Floors, ABN AMRO, and Commerzbank.

Bayard holds an MBA from Erasmus University in the Netherlands and a BA from the University of North Carolina at Chapel Hill. He is active in local chapters of the American Bankruptcy Institute, Turnaround Management Association (former Board member), SFNet, Southeastern Bankruptcy Law Institute, and Associates for Corporate Growth. He has achieved the TMA’s designation as a Certified Turnaround Professional as well as a Series 79 FINRA licensed investment banking representative.

Stan joins Pivot> as Managing Director, where he provides management advisory services leveraging his experience in finance, technology, and operations across multiple industries. Stan’s expertise and experience includes executive management, strategic planning, sell-side advisory, receivership and restructuring.

Representative experience includes the following notable engagements: CalPlant 1, LLC (Bankr. D. Del.), Chesapeake Energy Corp. (Bankr, S.D. Tex.), Easterday Ranches and Easterday Farms (Bankr. E.D Wash.), iCap Enterprises, Inc. (Bankr. E.D. Wash.)

Prior to joining Pivot >, Stanley was CEO and UDP of Bernstein Research Canada, a leading institutional broker-dealer and was Managing Director at AllianceBernstein, a global asset management company. Previously Stan worked in management consulting at McKinsey & Company, advising clients in industries across technology software and hardware, financial services, consumer products, utilities, communications, manufacturing and non-profit. Stan was a successful entrepreneur, as a founding employee at venture-funded software startup Closedloop Solutions which exiting via acquisition in 2003.

Stan has an Honours Bachelor of Commerce with high distinction from Trinity College, University of Toronto, and a Master’s degree in Mathematical Economics from the University of Toronto. Stan has been a CFA charterholder since 2001.

Stan is a member of the Board of Trustees at Trinity College, University of Toronto, has previously served on the board for Cecil Community Centre as Board Chair for two terms, and was formerly on the board of an educational bicycle co-operative in Toronto serving as Board co-chair. Previously he was an advisor and former member of the Board at the Youth Action Network.

Steve Borse joins Pivot > as Senior Director, where he brings over 15 years of hands-on operational and financial experience to his role, specializing in cash flow management, financial closing and consolidation, financial and operational reporting, business modeling, change management, and compliance. With a background as a former Controller, Steve collaborates closely with Corporate and Private Equity clients, conducting comprehensive financial and operational assessments to drive strategic initiatives.

His expertise includes guiding companies through restructuring processes, with previous engagements including notable cases such as CalPlant, LLC and Sugarfina, Inc.

Prior to joining Pivot >, Steve held key financial leadership roles at Venice Brands LLC, Athletic Greens, and Sugarfina Inc.

He holds a B.A. in Political Science from the University of Illinois, Chicago, and an MSA from the University of Phoenix. Active in charitable endeavors, Steve supports the National Multiple Sclerosis Society and enjoys spending his free time traveling, skiing, golfing, and cooking.

Mike Lang is a Senior Director at Pivot >, where he applies his deep expertise in financial and operational analysis to support restructuring, performance improvement, and turnaround engagements.  

A former lender and auditor, Mike’s analytical acumen and interim financial management skills are instrumental in addressing complex challenges and driving success for clients across diverse industries. 

Mike has held leadership positions at CDS Lender Services, Foothill Capital (now Wells Fargo Foothill), and Canyon Capital Advisors, developing a comprehensive understanding of financial operations and investment strategies. He has also overseen the financial activities of businesses in the family entertainment, precious metal refining, agriculture, and real estate sectors. Mike began his career at Ernst & Young as an auditor, gaining a solid foundation in financial reporting and compliance. 

He earned a B.S. in Accounting from Loyola Marymount University and is a Certified Public Accountant (CPA).

Kyle Liebentritt is a Senior Director at Pivot > bringing over 15 years of experience in corporate turnarounds, restructurings, and management consulting. Throughout his career, Kyle has built a successful track record of developing and executing performance improvement plans, balance sheet restructurings, debt refinancings, and strategic growth initiatives for clients in the middle and lower-middle markets.

Before joining Pivot, Kyle launched his career at Alvarez & Marsal and held leadership roles with Conway MacKenzie and Mackinac Partners, where he advised companies across various stages of the corporate life cycle. His expertise ranges from creating business plans for startups to driving distressed operational transformations and offering bankruptcy advisory services.

Kyle is a Certified Insolvency and Restructuring Advisor (CIRA) and an active member of the Association of Insolvency and Restructuring Advisors (AIRA), Turnaround Management Association (TMA), and American Bankruptcy Institute (ABI).
He earned his B.S. in Finance from Marquette University and has been a dedicated volunteer for Team One Step since 2011, supporting child oncology services.

Liz joins Pivot > as Director, where she leads the Strategic Communications practice, helping clients navigate critical communication moments during times of immense change and scrutiny. Her extensive experience spans corporate and executive communications, public relations, reputation management, risk assessment, and rapid crisis responses, successfully helping clients build trust, understanding, and advocacy across critical stakeholders. She also serves as a media spokesperson and provides media training to prepare clients for challenging interviews, public speaking engagements, and overall digital and public profile enhancement. Liz has worked with private and public companies, private equity firms, executive leaders, government officials, and high-profile individuals.

Beyond communications strategy, Liz also pivots into key roles supporting complex transaction and corporate restructuring engagements with initiatives, including the preparation and execution of court reporting processes, facilitating discovery processes, and conducting corporate fraud investigations.

Representative experience includes the following notable engagements: TRX, Century21 Circle, iCap Equity, CalPlant, Ventec Life Systems, BumbleBee Foods, Earth Fare, Allied Healthcare Products, Houlihan’s Restaurants, Spinrite, TruFood Manufacturing, Unipharma, Punch Bowl Social, IPC Systems, The Hospital at Westlake, Republic Metals Corporation, Lear Capital, Imperial Toy, Apex Corporation, and Columbia Pulp.

Liz graduated Cum Laude with a bachelor’s degree in communication studies and a Business Foundations certificate from the University of Texas at Austin. In 2023, she was recognized as one of Ragan and PR Daily’s Top Women in Communications, and in 2021, she was named an Emerging Leader by M&A Advisor. Liz is an active member of the Turnaround Management Association (TMA) and serves on the board of its Southern California Chapter.

Austin is a Director at Pivot> where he provides advisory services leveraging his experience in corporate turnarounds, restructurings and liquidations.

Prior to Pivot >, Austin advised both debtors and creditors in bankruptcy matters and underperforming companies in a variety of industries. He led numerous financial investigations which involved contract disputes, financial statement fraud and asset misappropriation. He is experienced in corporate liquidations, corporate restructuring, accounting/fraud detection and business valuations. Austin began his career in audit & assurance at Deloitte.

Austin holds a Bachelor of Science in Accounting from Trinity University in San Antonio, Texas.  He received his Master of Science in Accounting from Southern Methodist University in Dallas, Texas. Austin is a Certified Public Accountant in Arizona & Texas. He is also Certified in Financial Forensics issued by the American Institute of Certified Public Accountants (AICPA).

Austin is the treasurer and board member of the Maricopa County Bar Foundation (Arizona). Austin previously served on the Audit Committee of Goodwill of Central and Northern Arizona.

Outside of work, Austin enjoys playing sports and volunteering within his community.  Austin was a member of the Trinity University baseball team that won the Division III College World Series in 2016. Austin is a member of Saguaros Children’s Charities, an organization that raises roughly $2 million each year for local Arizona non-profit organizations. He is also a Big Brother for Big Brothers/Big Sisters of Central Arizona and a volunteer for the Miracle League of Arizona.

Yoni Dolgin is a Director at Pivot >, specializing in the Food, Agriculture, and Beverage practice. An analytical business professional, Yoni brings over a decade of experience in financial modeling, forecasting, and market analysis. He excels in providing data-driven insights and supporting business growth through detailed financial evaluations and cash flow analysis.

Before joining Pivot, Yoni was Vice President of Business Development at Airovation Technologies, where he led financial planning, revenue forecasting, and market-sizing efforts to support strategic decision-making. Prior to that, he founded and directed Alforia Global, where he conducted complex financial analyses, market feasibility studies, and ROI assessments, advising clients on capital raises and investment strategies.

Yoni’s experience includes deal origination and execution, particularly in the food, agriculture, and sustainability sectors. As Cleantech Manager at the UK Israel Tech Hub within the British Embassy in Israel, he facilitated more than 28 deals totaling over $30 million. He also co-founded an early-stage investment fund, securing $30 million in LP commitments, further demonstrating his expertise in deal sourcing, financial due diligence, and risk assessment.

Yoni holds a Master of Business Administration in Strategy from Tel Aviv University’s Coller School of Management and a Bachelor of Science in Environmental Science from Brown University. He is fluent in English and Hebrew, has basic proficiency in French, and is an accomplished jazz pianist.

Laura is Marketing Director at Pivot> where she leads the organizations branding and marketing efforts. Leveraging her experience in strategic branding and business development, Laura brings her team leadership skills to drive stakeholder engagement and workflow management.

Prior to joining Pivot> Over the last 20 years, Laura has held leadership roles at both start-ups and Fortune 500 companies. She helped lead the team that sold AST Computers to Samsung for $2B and drove growth at QLogic from $100M to $1B.

At her last role, Laura was with AskVet as the Vice President of Marketing and Business Development and then Chief Revenue Officer, directing strategic partnerships, programs, and enterprise sales for the cutting-edge digital and AI pet healthcare platform. As a start-up in the highly competitive pet health market, Laura was able to drive an impressive 185% average YoY revenue growth, as well as secured lucrative multi-million-dollar deals with industry-leading partners such as Banfield Pet Hospitals, Mars Pet Health, Royal Canin Pet, Merck Pharmaceuticals, MetLife Pet Insurance, and Figo Pet Insurance.

Previously, Laura worked as Vice President of Marketing & Business Development for Sitoa Corporation a start-up in the early eCommerce services industry – expertly bridging the gap between retailers and manufacturers through innovative technology, Director of Global Corporate Marketing for Qlogic Corporation and Director of Global Brand & Product Marketing for AST Computer.

Outside of work, Laura loves to travel and is an avid reader. She a is also actively involved with local charities focused on helping at risk high school and college students.   

Sarah joins Pivot > as Director, where she bring clients a comprehensive understanding of sustainable agriculture, value chains, economic principles, and project management. Her passion and academic rigor, research contributions, and practical experience positions make Sarah a valuable asset to the Pivot > team particularly as it relates to agricultural economics and sustainability within the food and agricultural industries. In her professional experience, she has excelled as a multi-faceted project manager, leading initiatives such as the development and execution of platforms and processes for venture funds and collaborative leadership development groups.

Prior to joining Pivot >, Sarah was a senior author and contributor to various publications focusing on economic sustainability and externalities in agriculture. Recent work includes research on the implications of reducing household food waste in the Australian apple industry, value chain operations and efficiency. In addition to this work, Sarah’s previous roles included:

One Step Closer and the J.E.D.I Collaborative – Project Manager

OSC Venture Fund – Project Manager

American Trading International – Export Accounts

Next Logistics – Accounts and Finance

Sarah earned her PhD from the University of New England Food Loss and Waste: Definitions, Policy Assessment and the Value Chain Approach, including impacts on social welfare. Sarah earned her Bachelor of Agricultural and Resource Economics from the University of New England with an Honors Dissertation on the Australian Pork Industry.

Sarah is passionate about supporting non-profits in supporting those facing food and housing insecurity.

Nickisha Haine is a Senior Analyst at Pivot >, leveraging over 14 years of experience in accounting, financial analysis, and real estate investment. She has a proven track record in financial reporting, budgeting, tax planning, and operational consulting across industries such as real estate, retail, and professional services. 

Before joining Pivot, Nickisha managed financial reporting for multiple entities, oversaw construction loans, and coordinated investor relations for real estate ventures. Earlier in her career, she provided bookkeeping and accounting services, including financial forecasting, tax preparation, and QuickBooks consulting for clients across diverse sectors. 

Nickisha holds a Bachelor of Science in Accounting from the University of Phoenix and is proficient in financial tools such as Salesforce and QuickBooks. Her ability to deliver actionable insights and drive efficiency makes her a valued asset to the Pivot team.

Sam joins Pivot> as Senior Director, where he provides technical advisory services leveraging his experience in technology, management, and operations across multiple industries.  Sam’s expertise and experience includes executive management, strategic technical analysis of software products, management of large technical teams, product-market-fit of specific technical projects, factory management and operations, streamlining of technical expenses and services.

Representative experience includes the following notable engagements: Sam has built products or advised clients from the following companies: Koch Industries, Goldman Sachs, CitiGroup, UBI Banca, Coca-Cola, JC Decaux, Clear Channel, LG, Nexon, Mahindra, Reliance Industries, State Bank of India, Reserve Bank of Sri Lanka, TicketSocket USA, BlueJeans.

Prior to joining Pivot>, Sam was a Co-Founder and CTO of WalletSocket, a leading software and product development company. Here Sam helped develop products that are used by billions of people worldwide managing a large team across the United States and India. Previously, Sam was Co-Founder and COO of ATOM machines, an ATM manufacturing company that sold traditional and cryptocurrency ATM machines. Sam managed an entire factory of ATM workers and was in charge of team building and streamlining of the manufacturing process. Sam was also a Co-Founder  and CTO of MBLM Group, a Mauritius based broker dealer that was among the first licensed institutional cryptocurrency dealers in Africa. Finally, Sam was a software engineer at BlueJeans, helping to develop their corporate video conferencing service and scaling it to companies across the world.

Sam is a board member of Remaster Inc, an AI based document processing platform. Sam also serves on the board of WalletSocket Inc. Sam has a BS and MEng from Cornell University in Computer and Information Science. Sam graduated Summa Cum Laude.

Andrew Sokoloff is an Analyst in the Banking Advisory at Pivot>, leveraging his experience in business operations and client relations from previous roles in private banking and asset management. Prior to joining Pivot, Andrew completed the Private Bank/Asset Management Development program at PNC Bank, where he held multiple client-facing and operations roles.

During his time as a Banking Analyst and a Fiduciary Analyst, Andrew supported high net-worth clients with assets ranging from $1M to $20M. His experience includes business development, financial planning, trust and estate management, and legal issue resolution. As a Strategy and Operations Analyst with Hawthorn Private Bank, he supported the Chief Operating Officer in managing ultra-high net-worth clients ($25M and above) and played a key role in launching the Donor Advised Fund to an online platform.

Andrew holds a degree in Finance from the University of Dayton and is active in his community, serving as a Boys’ Basketball Varsity Assistant Coach at McDowell High School, an Assistant Coach/Trainer at Erie County Athletic Academy, and a volunteer with the Church of the Nativity.