Thomas M. Strauss, CCTS
Tom is responsible for managing our Special Purpose Vehicle (SPV) business in the United States, which provides directors, managers, officers; as well as administrative, accounting, and tax services for a wide variety of structured finance and securitization vehicles.
William Langan
Bill is responsible for managing a client service team that provides administrative, financial statement preparation, and nexus services for numerous special purpose vehicles, many of which are Fortune 500 companies with situs in and outside of the state of Delaware.
Lisa Goicuria
Lisa is responsible for overseeing a tax team with a tax analyst, two Certified Public Accountants, and an IRS Enrolled Agent who specialize in the preparation and filing of the annual federal and state tax returns for various entity management clients.
Jennifer Schlosberg
Jen is an experienced accounting and tax professional with extensive expertise in tax compliance, accounting services, and entity management for small businesses, trusts, non-profits, and corporate and institutional investors.
Bernadette B. Cooper
Bernadette leads a client service and financial operations team that delivers comprehensive administrative, financial, and nexus services to numerous special purpose entities based in Delaware and Nevada.
Erin K. Staudt
Erin is responsible for the administrative functions of our Special Purpose Vehicle (SPV) business in the United States, which provides directors, managers, and officers as well as administrative, accounting, and tax services for a wide variety of structured finance and securitization vehicles.
Elizabeth F. Bothner
Elizabeth is responsible for providing a full array of administrative and nexus services for numerous special purpose entities, many of which are Fortune 500 companies with situs in the state of Delaware.
Kathryn (Katie) Francia
Katie has proven ability to establish and maintain strong working relationships with new and existing clients. As a Client Administrator and Assistant Vice President at Circumference FS (USA) Inc., she manages the governance and compliance lifecycle of the bank’s legal entities across Delaware.
Heather R. Hill
Heather is responsible for providing a full array of administrative and nexus services for numerous special purpose entities, many of which are Fortune 500 companies, with situs in the state of Delaware.
Haley Little
Haley is an Accounting Analyst at Circumference FS (USA) with over eight years of experience in tax preparation and filing, accounts receivable management, invoicing, and both client and internal support.
Patrick Moran
Pat is a seasoned financial services professional with deep expertise in asset management, investment strategy, and regulatory compliance.
Mariam I. Nowar
Mariam is a Senior Accountant with over a decade of experience in the accounting field. Since joining Circumference FS (USA) Inc., predecessor company, Wilmington Trust, in 2019, she led the delivery of comprehensive financial services for a diverse portfolio of clients.
John O'Neill
John is a Certified Public Accountant with nearly eight years of experience specializing in Entity Management accounting. As a Senior Accountant at Circumference FS (USA) Inc, he is responsible for preparing monthly, quarterly, and annual financial reports for a portfolio of over 30 clients.
Jim Oldham
Jim is an experienced tax professional with expertise in tax compliance and tax matters related to Fiduciary, Tax-Exempt, and other types of business-related tax returns. He serves as a trusted tax expert to our Trust clients and is responsible for the preparation of timely and accurate tax returns.
Paul Paluchniak
Paul is a seasoned accounting and tax professional with over 10 years of experience in corporate, partnership, fiduciary/trust, and non-profit tax and accounting.
Wendy N. Roberts
Wendy is a seasoned financial services professional with more than a decade of experience in financial data analysis, accounting operations, and regulatory compliance.
Jennifer Rossiter
Jennifer is a highly organized and detail-oriented client administrator. She builds positive relationships with her clients and is committed to providing the best customer experience.
MaryAnn Stewart
MaryAnn is a Client Administrator I with over 15 years of experience within the financial service area. As a client administrator, she assists with clients’ daily needs by making sure annual payments are made on time for Franchise tax, LLC Tax and Insurance policies.
Kisha Williams
Kisha is an experienced accounting professional who provides comprehensive financial services to a diverse portfolio of clients, primarily in the securities and loan sectors. Her responsibilities include monthly reporting, reconciliation, research, and analysis.
Ann Yu
Ann is an experienced tax professional with a demonstrated history of working in the tax department of various multinational firms. As a senior tax associate and Assistant Vice President at Circumference FS (USA) Inc., she is a valued team member of the tax reporting and compliance function of the company.
Kathleen Zackowski
Kate had worked over 15 years as a Corporate Client Associate responsible for accounts receivables, filing of annual corporate/LLC franchise taxes and various other administrative tasks.