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John has been in computer security since 2000, working at Sophos and Virus Bulletin before becoming a director at Tick Tock Social. He joined the Board of Directors of the Anti-Malware Testing Standards Organization (AMTSO) in 2011, was Chairman of the Board from 2015-17, and now acts as COO. He has spoken at conferences including Virus Bulletin, and written for sites such as Sophos’ NakedSecurity.

Kurt Avarell is CEO and founder of Canopy, a provider of cloud-based tax resolution and practice management for small and midsized accounting firms.

Loreen Gilbert is the founder and president of WealthWise Financial Services

Need a gut check on your career? Read what top recruiters have to say about the big and small firms in the industry.

Paul Leahy is president of AmTrust Innovation, a unit of the multiline P&C insurer.

Client Engagement Manager Annette Thomson coordinates HRIS/benefits administration technology and outsourcing implementations, maintenance and renewals for new and existing Corporate Synergies clients. Her expertise includes client relationship management, benefits management, process improvement, online benefits administration, policy interpretation and trend analysis.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

The firm falsely claimed on his Form U5 that he deliberately changed a customer’s address from California to New Hampshire to facilitate the sale of an annuity, the broker alleged.

The firm is asking a judge to dismiss a class action suit and force a former broker into arbitration, instead.

The tax treatment of bitcoin and its ilk raises major questions.