Executive Team

Mitch Greess Co-Founder and CEO

MITCH is a hands-on leader. His in-depth experience in the financial services industry, coupled with unique IT skills and expertise provided the technology foundation for the start of Solutions Atlantic and for the long-term success of the Regulatory Reporting System.

In addition to his technical expertise, Mitch has an extensive and proven knowledge of the regulatory obligations. His ability to discuss and explain the regulatory requirements across multiple jurisdictions with compliance and legal professionals has earned him respect from some of the most knowledgeable law firms.

Mitch has also held senior positions at The Open Group / X Consortium, Inc., Loral ADS, Inc. and Bolt, Beranak, and Newman.

Mitch earned his B.A. in Economics from the University

of Virginia and holds a M.S. degree in Computer Science from Harvard University.

 

Kevin Samborn Business Adviser

DAVID uses his broad business acumen to review strategic partnerships and third-party alliances to accelerate Solutions Atlantic’s growth.

David is a founding partner at Kayon Partners and has over 25 years of private equity and venture capital experience. He was the co-founder of several investment groups including Velocity Equity Partners where he was a managing partner.  His investments have been in financial technology as well as a range of other technology based businesses.

Earlier in his career, David served in various corporate development roles at Farley Industries developing, analyzing and executing corporate growth strategies including acquisition and restructuring alternatives for Fruit of the Loom, West Point Pepperell, Acme Boot Company and other Farley Industries-affiliated companies.

He is a graduate of Amherst College and earned his MBA from The Tuck School at Dartmouth College.

 

Anna Monteiro Head of Business & Product Development

With more than 20 years’ of experience in the financial services industry, ANNA has helped leading financial services companies to identify and execute market opportunities successfully.

As Head of Business and Product Development, Anna identifies opportunities in the market and develops the necessary business and product strategies to accelerate revenue and market share.

Prior to joining Solutions Atlantic, Anna held the position of Sr. Director Global Regulatory Products at Wolters Kluwer Financial Services, Inc. (WKFS) where she was responsible for the development and market launch of global regulatory products. Earlier in her career, she led customer product strategies for Citigroup’s asset management and private banking groups and had 13 years with Reuters (now Thomson Reuters).

Anna has provided expert commentary to industry publications, including Securities Industry News and Dow Jones Newswires. She has an MBA from Long Island University-C.W. Post.