The consultants at Great Elm Solutions were clients first, with proven track records of delivering real results within their own industries. This brings a distinct advantage to you on day one—we do not need to learn your business on your time because we come from your business world.
Our management team is comprised of seasoned executives bringing together a comprehensive set of disciplines to enable clients to attain business goals. As successful problem solvers in our own fields, our solutions are grounded in observation and experience, not theory. We know best practices, lessons learned, and what will last. And because we have been on both sides of the client-consultant relationship, we know what you value.
Lari Sue Taylor
Founder and Chief Executive Officer
LeRoy Pingho has held senior executive positions with Fortune 100 financial services and telecommunications companies. He has envisioned, built, managed, and controlled major organizations and large-scale multi-year capital and operating budgets. Mr. Pingho has specific expertise in executive management, planning and analysis, applications development, implementation, and rollout. In addition, he has been responsible for budget development and control, mergers and acquisitions activity, and offshore resource management.
Before founding Great Elm Solutions, Mr. Pingho was Founder and CEO of PAC, Inc., a management and IT consulting firm. PAC, Inc. primarily served the financial services industry and grew to more than 500 people in a lifespan of less than 5 years. Prior to that, he served as Senior Vice President and Vice President at industry-leading Charles Schwab and Fannie Mae, where he held pivotal roles in large-scale application development, new product development, offshore resource management, customer support, and product and management consulting.
Previously, Mr. Pingho’s 13 years of service at MCI Telecommunications included a career that spanned cellular operations and billing, accounts receivable, credit and collections, new product development, and finance and concluded as the executive responsible for MCI’s first enterprise-wide Client Services organization.
Mr. Pingho serves on several boards and advisory committees in the Washington, DC area and is very active in the nonprofit arena, co-chairing Fannie Mae’s highly successful Help the Homeless campaigns for several years and serving on the boards of the National Center for Children & Families, CUP International, Make-A-Wish Foundation, and the Washington Area Women’s Foundation. He also is Co-founder and President of Upward Bound Foundation.
Partner and General Counsel
Susan Holik is an experienced investigator, corporate attorney, and litigator with a robust background in corporate governance, compliance, and mortgage and credit risk management. For more than 10 years, Holik was an officer at Fannie Mae, where she led sensitive corporate special examinations. Most notably, she supervised the response to its major regulator investigation, on behalf of the Board, where she directed the effort to identify sources of electronic data within the organization.
While at Fannie Mae, Ms. Holik created and led several critical corporate governance and oversight programs including the corporate privacy office, where she served as Chief Privacy Officer and managed the privacy response team. She also guided the compliance effort to restructure Fannie Mae’s delegations of authority. Previously, she established Fannie Mae’s corporate dispute resolution program, headed the office responsible for the investigation of employee complaints, and spearheaded the fair employment practice training.
Prior to this role, Ms. Holik served as Vice President for New Product Risk Management, where she supported the development of corporate standards and policies in light of the expanded mortgage lending landscape and oversaw risk review of new product opportunities.
Before joining Fannie Mae, Ms. Holik was chief counsel at the National Labor Relations Board, where she managed case handling operations. Prior to that, she served as General Counsel of the American Foreign Service Association, where she represented the organization and its members in federal litigation, employment arbitration, mediation, and investigations.
Ms. Holik is an honors graduate of Williams College and George Washington University Law School.
Peter Kopperman has more than 17 years of professional experience in the mortgage finance industry. Mr. Kopperman’s executive experience incorporates a broad knowledge of processes and systems utilized across the mortgage loan life cycle from origination through loan liquidation. He has held a variety of business and technology roles, supporting the effective transition of strategic business concepts through implementation of technology to make business goals a reality.
Most recently with Great Elm, Mr. Kopperman has provided senior organizational and operational guidance to a mortgage industry services providing mortgage loan origination, loan quality assurance and fraud investigative services to lenders. Mr. Kopperman helped restructure the business for optimal performance and position it for sale to a new buyer. He has also been engaged by the Mortgage Bankers Association,, to lead a work group including participants Freddie Mac, Fannie Mae and a number of large lenders. The objective of the work group is to implement an industry-wide mortgage fraud data sharing utility.
Previously, he served as Vice President of Anti-Fraud Initiatives at Fannie Mae, responsible for development and implementation of a new program for the prevention and detection of mortgage fraud. His role was a key component of Fannie Mae’s Credit Risk Management function, whereby the new program resulted in savings of $300 million annually in avoided fraud losses. He also represented Fannie Mae on an industry-wide task force to help promote the sharing of mortgage fraud data. He continues to be an active participant in this critical industry initiative.
Previously, Mr. Kopperman was Vice President for Business Engagement for Fannie Mae’s eBusiness division. He led the team that re-engineered lender and Fannie Mae business processes and technology by providing a proprietary solution to a set of closely aligned lender partners. The platform incorporated business processes from loan origination through servicing. He managed operations, sales and marketing of the platform for seven years.He was recognized with inventor status by the U.S. Patent Office for his role in the design of this new business model for two separate process inventions – one for the retail lending process the other for secondary market execution.
Mr. Kopperman’s career at Fannie Mae also included roles of establishing the corporate data management function and of spearheading the Rapid Consensus Workshop, leading the collaborative planning of strategic initiatives.
Prior to joining Fannie Mae, he was a consulting manager with KPMG Peat Marwick, where he managed the delivery of technology strategy and implementation services to financial services industry clients.
Mr. Kopperman has an MBA from Temple University and a BA in economics from Muhlenberg College.
Partner and Chief Technology Officer
Daniel Packer has more than 20 years of technology management experience in the mortgage banking industry. Mr. Packer’s executive experience incorporates a broad knowledge of processes and systems utilized by appraisers, brokers, lenders, and investors in the industry. In addition to managing major software development projects, he has provided strategic consulting for many major lenders and industry service providers on integrated technology architecture.
Most recently, Mr. Packer served as Vice President of Capital Market Systems at Fannie Mae responsible for debt, derivative, cash, and liquid portfolio systems. He directed the redesign of systems to restate a $9 billion accounting adjustment of the nation’s largest corporate issuer of debt. He also managed a company-wide conversion of systems to meet revised Federal Reserve policies for cash and collateral transfers of up to $45 billion per day.
Previously, Mr. Packer was Vice President of Systems Development for Fannie Mae’s eBusiness division, which provided technology solutions for loan origination, automated underwriting, and closing services used by more than 300,000 industry personnel. He was a board member of the Mortgage Industry Standards Maintenance Organization (MISMO) from 2002 to 2004. He also was responsible for the implementation of the internal eBusiness data warehouse, customer relationship management (CRM) systems, and corporate websites.
Prior to this role, Mr. Packer served as Vice President of Enterprise Architecture at Fannie Mae, where he was responsible for policies, standards, and procedures for the corporate technology division. In this role, he led the company’s transition to JAVA for object-oriented development and instituted a service-oriented architecture. Mr. Packer’s initial role at Fannie Mae was Director of Credit Risk Systems in which he managed systems assessing lender financial performance, loan delinquency, statistics, and distressed loan asset management.
Before joining Fannie Mae, Mr. Packer was Vice President of Corporate Systems for Shearson Lehman Mortgage managing the lender’s telemarketing and origination systems. Previously, he was Manager of Systems Development for Mortgageflex Systems, leading the development of origination, processing, and closing software systems used by more than 40 lenders.
Mr. Packer has a bachelor of science in management science from the Massachusetts Institute of Technology, Sloan School of Management. He also serves as Vice President, Board of Directors, for Stepping Stones Shelter.
Suzanne Singer has a broad range of experience in the mortgage and real estate consulting industries. She has held a variety of senior marketing and management positions with GMAC-RFC, Freddie Mac, Option One, and Laventhol & Horwath.
Most recently, Ms. Singer was a Director in the Institutional Client segment at GMAC-RFC, working with large subprime mortgage companies, banks, and mortgage bankers. She managed all aspects of the relationship with the largest client of the firm including spread calls with trade desk, liaison with broker-dealer in marketing single-issuer securities, and facilitating compliance with RegAB and other regulatory requirements.
Before rejoining GMAC-RFC, Ms. Singer was the National Sales Executive for Option One Mortgage Corp., where she identified, developed, and managed all sub-servicing relationships. She also worked closely with the marketing department to develop brand recognition of Option One as the premier non-prime sub-servicing partner.
Ms. Singer began her career at GMAC-RFC in the Distressed Mortgage Services Group, where she sourced the acquisition of non-performing assets and REO through customized programs that met the clients’ needs and provided solutions to most effectively manage their balance sheets.
Previously, Ms. Singer was a Manager in the Servicer Division at Freddie Mac. She developed, implemented, and managed Freddie Mac’s Helping Hand Outsource program including conducting due diligence visits to assess vendors’ capabilities, managing vendor relationships, and establishing policies, procedures, and controls for the program. She also developed and maintained relationships with 25 participating clients and 9 approved asset management firms. Her first position at Freddie Mac was in Multifamily in the Community Development Investment Group, where she committed and managed over $230 million in equity to Low Income Housing Tax Credit Funds.
Prior to Freddie Mac, Ms. Singer was a senior consultant in the real estate services practice at Laventhol & Horwath, where she conducted feasibility studies and strategic plans for Fortune 500 companies such as USX as well as local developers and investors. Other engagements included performing due diligence on and valuations of large real estate loan portfolios.
Ms. Singer has a bachelor of arts in economics from The College of William & Mary. She is an active member of the non-profit community and is on the Greater Washington Area Advisory Board of Childhelp.
Lari Sue Taylor
Lari Sue Taylor is a nationally recognized expert in information security, IT governance, and business continuity with more than 20 years of experience in systems technology. She specializes in providing information security services to large financial institutions.
Most recently, Ms. Taylor held the role of acting Vice President Information Security at Freddie Mac. Her primary objectives in this role were to evaluate the Information Security organization structure and staff, evaluate Information Security IT General Controls (ITGC), and ensure full and effective implementation of ITGC for SOX compliance testing.
Previously, Ms. Taylor was a Senior Technology Officer and Director of Technology Risk and Program Management at Citibank North America, where she was responsible for managing electronic fraud prevention, information security, risk control self assessment, incident response, business continuity, the project office, and SDLC compliance.
Prior to her role at Citigroup, Ms. Taylor served as Senior Vice President and Director of Enterprise Information Security and Recovery at FleetBoston Financial. She held responsibility for ensuring the safety and soundness of the Fleet enterprise in all matters relating to information security, business continuity, disaster recovery, and crisis management. She set strategic direction, established policy, and oversaw the design and implementation of Fleet’s security, recovery, crisis management, and overall technology risk practices.
Ms. Taylor is a nationally recognized information security and recovery expert and was recognized by ComputerworldMagazine as a “Premier 100 IT Leader” for 2002. She is a frequent speaker on technology risk.
Ms. Taylor has a master of business administration and decision science from Loyola College in Maryland and a bachelor of science in management information systems from Indiana University of Pennsylvania.
Gary Weisenborn is a senior IT executive, former Chief Information Officer (CIO), and Vice President of product development with extensive experience in the telecommunications and insurance industries. He has built and led global multi-cultural software development teams, delivered several large-scale enterprise software initiatives enabling business transformation, executed mergers and acquisitions, and managed relationships with major suppliers. He specializes in organization and product strategy; software development lifecycle process, quality, and delivery; and project management. With 20 years of experience in the telecommunications industry, his expertise spans the areas of customer care, rating, billing, and the integration of business support systems (BSS) with operational support systems (OSS).
Most recently, Mr. Weisenborn served as Vice President of Product Development for Convergys Corporation. For Convergys, he led software development teams and supported company-wide research and development initiatives with development and customer support teams located in North America, the United Kingdom, and India. His organization delivered major components and releases of the Infinys product, representing over a $150 million strategic investment in BSS software designed for the convergent communications market. Infinys is installed in more than 75 locations worldwide today. Previously, he held the position of Senior Vice President of Professional Services at Cygent, a company that was acquired by Convergys.
Mr. Weisenborn also was CIO and Vice President of Product Development for a subsidiary of ADP that provided medical claims review software and services serving many of the of the major property and casualty insurance companies in North America. Prior to ADP, he spent 17 years in roles of increasing responsibility managing call center automation, customer care, billing, sales support, network management, and data warehousing projects at two leading communications service providers, Verizon (Bell Atlantic) and MCI Communications. Under his leadership as Group CIO, Business Systems, Bell Atlantic was awarded CIO Magazine’s “Enterprise Value Award” for the Bell Atlantic Sales Service Negotiation System.
In addition, Mr. Weisenborn has held business analyst, systems analyst, and manager roles at Arthur Young and Company in the Washington, DC office, and has served on the advisory boards for two consulting and professional services firms.
Mr. Weisenborn has a masters in urban and regional planning from University of Pittsburgh and a bachelor of science from S.U.N.Y. College at Brockport. He also is actively involved in his community by way of participation in annual events for the Children’s Home Society of Florida, the Arnold Palmer Hospital for children, and the Seminole County Public School system.
Mark Fleming has over 24 years of experience in technology management, mortgage operations, mortgage servicing, and planning and strategic analysis, including 21 years in management/senior management roles at Freddie Mac.
Most recently, Mr. Fleming served as a senior consultant to Wells Fargo Mortgage, leading an engagement to reengineer the rules management technology governing secondary market operations. From 2006 to 2007 Mr. Fleming consulted with the National Housing Bank of India through a trade mission established by Governor Timothy Kaine of Virginia. The trade mission assisted NHB in building a GSE-like mortgage operations infrastructure to expand low-income, affordable mortgage lending in India.
Prior to his consulting work, Mr. Fleming served as Vice President for Information Systems and Services at Freddie Mac, where he was responsible for managing programs in automating underwriting, electronic debt auction, and the creation of a new loan servicing platform. In the mid-1990’s, as VP of Mortgage Operations Technology, he oversaw the creation of Early Resolution™ and Workout Prospector™, two of the loss mitigation tools that allowed Freddie Mac to deal effectively with single family delinquencies during that period.
Mr. Fleming is a recognized leader in the mortgage industry.From 1995 to 2005 Mr. Fleming served as a Founding Board Member of the Mortgage Electronic Registration System (MERS). Mr. Fleming is also a member of the Data Interchange Standards Association ASC X12 and represented Freddie Mac in MBA’s MISMO working groups which implemented XML standards for servicing transactions.
In 2001, Mr. Fleming was awarded Freddie Mac’s Premier Achievement Award for developing the Career Transition Program, which allowed talented mid-career business employees to re-train as entry level systems developers.
Mr. Fleming holds a masters degree in finance from Johns Hopkins University and a bachelor of arts in history, also from Johns Hopkins University. He serves as a funding raising board member for Childhelp.