Jennifer Chadband, CRM, ECMp, IGP
Jennifer has extensive experience in corporate retention schedule development, with a focus on legal, operational compliance, and risk minimization. Her expertise in records and information management in the financial services and pharmaceuticals industries is an invaluable asset to the Consulting team. She also brings a broad knowledge and understanding of relevant domestic and international laws as they apply to client industries.
Rick Surber, CRM, IGP
Rick Surber is an experienced team leader in domestic and international legal retention research and its application to client enterprise record retention schedules, which he also helps to develop. Rick has been a part of the Consulting team at Zasio since 2009 and heads the Research division.
Frank Fazzio, IGP, CRM
Frank possesses broad knowledge of international financial services and banking, and his legal background is focused on corporate law, regulatory compliance, bankruptcy, and securities. Frank’s responsibilities include performing in-depth research on jurisdiction-specific financial services laws and regulations, and advising on application of retention requirements to client record systems.
Since 2013, Jared has acted as the curator extraordinaire for Zasio’s legal research database. Aside from expanding the database through new domestic and international research, he focuses on maintaining the currency, technical accuracy, and substantive relevancy of the existing citations.
Whitney provides research assistance for legal citations in Zasio’s legal database for the Consulting team to use as they apply retention laws to client retention schedules. In this role, Whitney helps ensure current and accurate information reaches Zasio’s clients.