Exceptional business performance, vendor relationships, and client loyalty require an exceptional security and privacy posture. Orrios develops software designed to help companies manage information security, data privacy, and related business risks.
OnTrack?, our compliance management software, empowers information security leaders and their teams to understand their strengths and vulnerabilities, develop programs that protect against the risk of incidents and breaches, and create confidence among their leadership, board, clients, and partners.
Chief Executive Officer
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Howard is a senior executive with 40 years of financial, operational and general management experience in a wide range of industries.
During his 10 years in the financial services industry and 26 years as a turnaround professional, Howard gained extensive experience in financial and operational restructurings and acquisition integration, creditor and government negotiations, litigation management (single plaintiff, class action and government), tax law, leasing, trade financing, cash management and control, inventory management, accounting, production, distribution, IT, product and brand management, the development and implementation of growth strategies, and the fostering of high performing cultures, both domestically and internationally.
In 2013, Howard shifted the focus of his efforts to developing businesses that deliver high quality solutions to clients for a variety of challenges and opportunities through the utilization of disciplined processes, technology enablement, data capture and analytics, information security tools and procedures and experienced, multi-disciplinary leadership. In January 2014, he and his team joined forces with some highly seasoned and forward-thinking attorneys to launch the law firm of Hickey Smith. In mid-2014, Howard began a restructuring and strategic repositioning of American Discovery, an offshore legal process outsourcing company. This effort led to the 2015 formation of Nighthawk Global Business Process Services, a Philippines-based facilities and management services company. In January 2017, he launched Extend Resources, a venture which combines the capabilities of De Novo Perspectives, American Discovery and Nighthawk Global to deliver business process optimization services, and legal and compliance solutions to clients worldwide. In 2019, he established Orrios LLC to provide information security?and data privacy compliance tools to help companies meet new and evolving government regulations and business requirements.
In addition to data privacy and security, Howard?s industry experience includes healthcare, transportation, logistics, business process outsourcing, computer hardware and software products and services, wireless communications, network infrastructure products and services, financial services, retail, consumer products (snack foods and personal-care products), fresh and processed meats, apparel, wholesale beverages and steel.
Howard earned a Bachelor of Arts degree in mathematics and economics from the University of California at Santa Barbara and an MBA from the Wharton Graduate Division of the University of Pennsylvania.
Chief Operating Officer and CISO
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Antonella has over 30 years of IT leadership experience across a range of industries that include legal, environmental, transportation and logistics, and professional services.? In the last five years, Antonella has focused on information security and data privacy.
Antonella is a take charge leader who excels at aligning IT and information security strategy with enterprise goals.? She has a proven track record in guiding critical program and application development and delivery, optimizing processes, implementing and certifying information security management systems, managing budgets, building high-performance teams, and implementing strong and effective procedures for change management and communication. With her technological expertise and guidance, companies can support their complex business initiatives, grow their businesses, and implement efficient internal operations.
Most recently, Antonella successfully led the development and implementation of OnTrack, a custom data privacy and information security compliance management platform supporting a variety of standards, frameworks, and regulations such as ISO 27001, ISO 27701, NIST CSF, 23NYCRR500, and HIPAA. With her expertise and guidance, the project was successfully delivered, and the SaaS software has been implemented at variety of organizations.
Antonella has also served as the CISO of law firms, legal services providers, and facilities management services with a focus on crafting, deploying, and managing holistic information security programs.? She is responsible for achieving and maintaining ISO 27001 certifications and helping organizations safeguard sensitive and confidential information.
Antonella holds an Information Systems Cybersecurity Certificate from Penn State University and a Masters in Cybersecurity and Information Assurance from Penn State University. Antonella is a certified Project Management Professional (PMP) and Scrum Master.
Michael C. Yeager
Chief Financial Officer
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MICHAEL C. YEAGER,?Chief Financial Officer at ORRIOS, is a hands-on executive with 20 years of experience serving clients in a variety of senior management and consulting roles.? His expertise covers a wide range of industries including healthcare, retail, textiles, consumer products, hospitality, manufacturing, transportation, and logistics.
He has considerable experience in both event and liquidity driven crisis situations and the analysis and development of the financial planning and reporting cycle.? Michael is highly skilled in the assessment of contract profitability, development of new business profitability models, working capital management, cash flow control, forecasting and improvement as well as business and product acquisitions and divestitures.? He has an exceptional ability to quickly identify key operational drivers, develop alternatives for performance improvement and lead the change implementation process.? Additionally, Michael has held interim management positions for both public and privately held companies.
At ContinuumRx, a privately held Home Infusion Therapy company, Michael was retained to assess the company?s financial planning and forecasting model and to develop an interim tracking and reporting process.? He developed changes to the financial planning and reporting model based on best practices, analyzed existing and developed new revenue and operating metric drivers and designed and instituted a weekly tracking report.
As Interim CFO for the North American Transportation Division of Ozburn-Hessey Logistics, a privately held international 3PL, Michael was involved in transitioning the division from centralized financial control to division specific control.? During the transition, he also instituted numerous new analyses and processes including customer specific volume and revenue trends, new business profitability, new business implementation tracking and underperforming account management.? Michael also served as a consultant with both the Contract Logistics and International divisions.? He developed sales planning metrics and reporting for the Contract Logistics division and led the effort to reduce working capital utilization in the customs brokerage segment of the International division.
As acting COO/CEO of Optimal IMX, a privately held outsourced radiology company, Michael was brought in on an emergency basis to assess the company?s underperformance and cash burn issues.? He led the efforts to restructure or terminate underperforming contracts, developed and instituted a new business profitability model, changed new business contract language and helped stabilize and reposition the company?s business.
At MedQuist, Inc., a publicly traded company that was the world?s largest provider of medical transcription products and outsource services, Michael developed the analysis and supporting documentation which enabled the Company to become current in its issuance of audited financial statements and SEC filings after a four-year hiatus.? He performed critical analyses that facilitated successful resolution of a nationwide customer class action lawsuit and investigations by both the SEC and DOJ into the Company?s billing practices.? Additionally, as interim head of Business Intelligence of MedQuist he was responsible for the development, analysis, and reporting of many of the key business objectives including customer revenue trends, new sales pipeline, customer issue resolution, work force productivity, compensation and incentive programs.
Michael has an MBA degree from Rutgers University and a BBA in Economics from Temple University.
Chief Revenue Officer
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Stephen is a senior executive with 30 years of sales, financial, operational and general management experience in a wide range of industries.
During his early career, Steve worked in corporate finance for several large financial institutions and private equity firms serving as a turnaround chief financial officer for portfolio companies in distress. During the dot-com boom, Steve was chief financial officer of several technology companies and led successful exits through sale and IPO.
In 2013, Steve started to focus on artificial intelligence, cognitive analytics and the use of advanced technologies in the analysis and management of risk. Since then, he has pioneered the use of AI and data analytic solutions in the areas of data privacy, governance, and contracts for functions as diverse as information security, data governance (privacy), mergers and acquisitions, legal operations and human resources. Steve has addressed a wide variety of industries, including healthcare, banking, insurance, telecommunications and media, airlines, and logistics. Some of the applications Steve has led over the past six years include:
- the application of technology to detect exposure of PII and other corporate data sources to breach;
- the reduction of time and population requirements for clinical trials for drug and device testing;
- the detection of fraud in workers compensation claims;
- the development of ?intelligent screens? for detecting specific items in eDiscovery and managed review;
- the use of AI for digital due diligence for M&A and divestitures;
- the integration of disparate data systems for an integrated view of key business systems for telecommunications and airlines;
- systems designed to detect employee harassment and other code of conduct violations; and
- screens for AML and KYC programs, among other projects.
Steve is a recognized expert in business ethics and the author of Business Ethics: A Case Study Approach. He has spoken in the US and aboard on topics such as ethics and professionalism; law and technology; artificial intelligence and cognitive analytics, as well as business management and growth.
Steve earned a BA in economics from the University of Chicago and a JD from the University of Connecticut. Steve has received Sales Leadership training from the Fuqua School of Business at Duke University.
Chief Marketing Officer
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Katie has more than 20 years of marketing and communications leadership experience across a broad range of disciplines including branding, content marketing, public relations, events and exhibits, and corporate communications. Her experience includes a variety of industries including healthcare information technology and services, legal and compliance, data privacy and information security, business process outsourcing, banking, and hospitality.
Katie is a results-oriented leader who develops marketing and communication strategies that enable hi-tech and services companies to meet their communication objectives and support their business development goals. Her expertise in designing, planning and managing targeted, integrated, demand generation campaigns helps fuel sales pipelines and enhance growth. Katie also has a proven track record in developing and executing in-depth communication plans for?a wide variety of complex audiences, situations, and environments that inform and engage employees, clients, and prospects.
Serving as Director of Marketing for Surgical Information Systems (SIS), a leader in perioperative information systems for hospitals and surgery centers, Katie led the marketing, public relations, branding, and communications efforts for the company and its subsidiary, AmkaiSolutions. She established a brand- and marketing-centric organization, developing a cohesive team that drove company and product brand awareness, enhanced marketplace thought leadership, and supported record sales growth.
Serving as the Assistant Director of Marketing for M*Modal (formerly MedQuist, Inc.), a provider of clinical documentation and medical transcription software and services, Katie managed corporate-wide marketing and communication strategy, planning and development. She collaborated with executive stakeholders, leading a global rebranding project combining four legacy companies under one umbrella that culminated with a NASDAQ launch.
?Katie?s other experience includes:
- Serving as an interim marketing leader for small to mid-sized enterprises to develop corporate marketing strategy, lead rebranding efforts, implement CRM and marketing automation technologies, launch digital marketing strategies, and develop content to support sales efforts.
- Leading change management planning for a series of mergers and acquisitions, including the successful acquisition of the company?s largest competitor out of bankruptcy, a merger with an offshore competitor, and a merger with a technology partner. Her skills in developing and managing comprehensive communication strategy helped to improve employee engagement and enhance client loyalty.
- Establishing branding standards that resulted in cohesive design style across all company assets and creating value proposition messaging frameworks that fostered consistent communication across all levels of the organization.
- Linking marketing campaigns to sales team activity to improve results tracking, boost lead follow-up and conversion, and quickly build the sales pipeline, which introduced over $7 million in new opportunities during the six-week program.
- Developing and executing online, event-based recognition programs to improve engagement among 5000+ home-based employees and boost corporate reputation among targeted recruiting candidates.
Katie attended Northern Illinois University with a focus on business management and marketing.
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Audrey Weinstein, General Counsel, brings more than thirty years of experience to Orrios as an attorney and compliance professional. Audrey’s expertise includes advising companies and their legal, compliance, and operational departments on their most important management issues. Audrey has also been instrumental in all aspects of the contracting process, including contract negotiation and management, regulatory and licensing matters, development and implementation of quality management, utilization management, and compliance programs, third-party and internal audit processes, and corporate governance activities. In addition to Audrey?s success with in-house legal operations improvement and organizational design, she led strategic initiatives in legal/compliance department post-merger integration, process efficiency, and department benchmarking.
In addition to her role at Orrios, Audrey serves as Vice President & General Counsel at EXTEND Resources. There she is a member of the ISO 27001 Executive Committee and led the effort to develop the HIPAA compliance framework for the OnTrack? compliance management platform. Prior to joining EXTEND Resources, Audrey served as Senior Vice President and General Counsel for Superior Vision Corp. and its affiliates, a leading vision and eye care benefits manager, where she was the chief legal and compliance officer.
Audrey?s expertise in corporate, transactional, regulatory, health care, and privacy and security matters, and in identifying potential areas of compliance vulnerability and risk, enables her to evaluate a client?s specific needs, assist in the development of comprehensive action plans for resolution, and undertake matter-specific projects to effectively achieve client objectives.
Audrey?s experience includes:
- Successfully leading internal processes for promoting and ensuring compliance with laws, regulations, and company policies, including risk management and HIPAA Privacy and Security.
- Directing contracting activities, including those with clients and third-party vendors, regulatory and licensing matters, development and implementation of quality management and utilization management programs to support client delegated functions, managing audits, and corporate governance activities.
- Leading strategic initiatives in legal department post-merger integration, organizational design, process efficiency, and benchmarking, and collaborating with senior leadership team to provide legal/compliance strategy consistent with the organization?s overall business plan and growth objectives.
- Consistently meeting operational objectives by developing, implementing, and monitoring strategic initiatives designed to meet customer-service standards and performance guarantees; resolving problems; and systematizing process improvement plans to facilitate change.
Audrey graduated from the State University of New York at Albany with a Bachelor of Arts degree. She received a J.D., from Benjamin N. Cardozo School of Law, New York.
Managing information security compliance can be enormously complex and time consuming. OnTrack® 27001 simplifies and streamlines ISO 27001 compliance. It’s prepopulated with ISO-compliant information and document templates. Once you configure your assets, OnTrack’s handy dashboard automatically reminds you what steps you need to take – meetings, capacity planning, training – and when to take them. OnTrack is my companion that facilitates smooth audits by providing all of the information I need right in the platform.