Leadership Overview
IQEQ has 10 executives leading key functions including operations, finance, and revenue.
Driven by a commitment to investor services, IQEQ provides comprehensive compliance, administration, asset, and advisory solutions, shaping the global financial landscape for investment funds, corporations, family offices, and private clients.
Driven by a commitment to investor services, IQEQ provides comprehensive compliance, administration, asset, and advisory solutions, shaping the global financial landscape for investment funds, corporations, family offices, and private clients.
Leadership Roles at IQEQ
Wade Deffenbaugh - Head Chief Financial Officer, Accounting & Services (Americas)
Wade Deffenbaugh, the Head Chief Financial Officer, Accounting & Services (Americas) at IQEQ, spearheads financial operations and accounting services throughout the Americas region. This executive directs the financial strategy, budgeting, and forecasting for IQEQ's diverse client base, including investment funds and global companies. Deffenbaugh's responsibilities encompass ensuring the accuracy and integrity of financial reporting, managing cash flow, and optimizing financial performance. The Head Chief Financial Officer, Accounting & Services (Americas) also plays a critical part in developing and implementing financial policies that support the company's expansion and operational efficiency. Wade Deffenbaugh's leadership ensures financial stability and drives value creation for clients and stakeholders across North and South America.
Elise Gray - Head Chief Financial Officer, Support Services (US)
Elise Gray, the Head Chief Financial Officer, Support Services (US) at IQEQ, leads financial management and accounting functions specifically for support services within the United States. This executive is responsible for the financial health and strategic planning of US-based operations, ensuring robust accounting practices and fiscal discipline. Gray oversees budgeting, financial analysis, and reporting, providing critical insights to drive business decisions and operational improvements. The Head Chief Financial Officer, Support Services (US) collaborates with various departments to enhance financial efficiency and support client service delivery. Elise Gray's expertise ensures that IQEQ's US support services operate with maximum financial effectiveness, contributing to the company's overall market position and client satisfaction.
Tricia Campolo - Senior Managing Director, Accounting and Chief Financial Officer Support Services
Tricia Campolo, the Senior Managing Director, Accounting and Chief Financial Officer Support Services at IQEQ, directs the provision of critical accounting and financial support services to a broad spectrum of clients. This leadership position involves overseeing teams that deliver comprehensive financial solutions, including accounting, reporting, and advisory services. Campolo focuses on enhancing the client experience through efficient and accurate financial management, ensuring compliance with regulatory standards. The Senior Managing Director, Accounting and Chief Financial Officer Support Services plays a vital role in developing service offerings that meet the evolving needs of investment funds, family offices, and private clients. Tricia Campolo's strategic direction ensures the integrity and quality of financial support services, reinforcing IQEQ's reputation for excellence.
Judy Wang - Chief Financial Officer (Americas)
Judy Wang, the Chief Financial Officer (Americas) at IQEQ, oversees the financial strategy and operations for the Americas region. This executive directs all aspects of financial planning, analysis, and reporting, ensuring fiscal responsibility and driving profitable growth. Wang's responsibilities include managing budgets, optimizing financial resources, and implementing financial controls to safeguard company assets. The Chief Financial Officer (Americas) collaborates closely with regional leadership to align financial objectives with business goals, supporting the delivery of investor services to a diverse client base. Judy Wang's leadership ensures financial integrity and strategic financial management across the Americas, contributing significantly to IQEQ's market presence and client trust.
Kosta Christakis - Chief Financial Officer, Outsourced
Kosta Christakis, the Chief Financial Officer, Outsourced at IQEQ, directs the strategic financial management and advisory services for clients utilizing IQEQ's outsourced CFO solutions. This executive leads teams that provide comprehensive financial oversight, including budgeting, forecasting, and strategic financial planning for businesses and investment funds. Christakis focuses on delivering high-value financial insights and ensuring compliance with relevant regulations. The Chief Financial Officer, Outsourced role involves building strong client relationships and tailoring financial strategies to meet unique business objectives. Kosta Christakis's expertise ensures that clients receive robust financial leadership, enhancing their operational efficiency and market competitiveness.
Sean Crapson - Senior Managing Director, IQ-EQ US Funds and Outsourced Chief Financial Officer
Sean Crapson, the Senior Managing Director, IQ-EQ US Funds and Outsourced Chief Financial Officer at IQEQ, spearheads the delivery of specialized financial services for US-based investment funds. This executive leads teams providing comprehensive outsourced CFO solutions and fund administration services, ensuring clients receive expert financial guidance and operational support. Crapson focuses on enhancing service quality, driving client satisfaction, and expanding IQEQ's capabilities within the US funds sector. The Senior Managing Director, IQ-EQ US Funds and Outsourced Chief Financial Officer plays a key role in developing strategic partnerships and ensuring compliance with industry regulations. Sean Crapson's leadership strengthens IQEQ's commitment to providing exceptional financial expertise to the investment community.
Monali Hirawat - Regional Chief Financial Officer (Asia Pacific)
Monali Hirawat, the Regional Chief Financial Officer (Asia Pacific) at IQEQ, directs financial strategy and operations across the Asia-Pacific region. This executive oversees financial planning, budgeting, and reporting, ensuring fiscal discipline and driving financial performance for IQEQ's diverse operations in the region. Hirawat focuses on optimizing financial resources, managing risk, and supporting strategic growth initiatives. The Regional Chief Financial Officer (Asia Pacific) collaborates with regional leadership to align financial objectives with business development goals, supporting the delivery of investor services. Monali Hirawat's financial acumen ensures robust fiscal management and contributes to IQEQ's sustained success and expansion throughout the Asia-Pacific market.
Yannick Roussety - Chief Operating Officer
Yannick Roussety, the Chief Operating Officer at IQEQ, directs the company's global operational strategy and execution. This leadership role involves optimizing internal processes and ensuring the efficient delivery of investor services across all regions. Roussety focuses on enhancing operational scalability and driving technological advancements to support the company's growth objectives. Overseeing day-to-day activities, the Chief Operating Officer ensures seamless integration of services for investment funds, global companies, family offices, and private clients. Yannick Roussety's oversight extends to managing cross-functional teams, fostering a culture of operational excellence, and implementing best practices that align with IQEQ's mission. The role demands a keen understanding of regulatory environments and a proactive approach to risk management, ensuring robust service delivery.
Ernest Yuquan - Chief Operating Officer (APAC)
Ernest Yuquan, the Chief Operating Officer (APAC) at IQEQ, leads operational execution and strategic development across the Asia-Pacific region. This executive directs the implementation of IQEQ's service delivery model, ensuring efficiency and quality for clients in this dynamic market. Yuquan focuses on optimizing operational workflows, managing regional teams, and driving service innovation to meet local market demands. The Chief Operating Officer (APAC) plays a crucial role in expanding IQEQ's footprint and enhancing its service offerings for investment funds and global companies operating in Asia. Ernest Yuquan's leadership ensures operational excellence and contributes to the sustained growth and success of IQEQ throughout the APAC region.
Michael Minces - Chief Revenue Officer (North America)
Michael Minces, the Chief Revenue Officer (North America) at IQEQ, drives revenue growth and market expansion across the North American territory. This executive leads sales, business development, and client relationship management initiatives, focusing on increasing market share and achieving revenue targets. Minces oversees the development and execution of sales strategies, identifying new opportunities and strengthening client partnerships. The Chief Revenue Officer (North America) works closely with operational and service delivery teams to ensure a cohesive client experience. Michael Minces's leadership is instrumental in expanding IQEQ's client base and solidifying its position as a leading provider of investor services in the region.
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Frequently Asked Questions Regarding IQEQ Top Executives and Leadership Team
