We revolutionize compliance for RIA firms with bold, technology-driven training solutions that go beyond the basics—empowering teams to master regulatory challenges with ease and confidence. Through dynamic, engaging learning experiences, we turn compliance into an opportunity for growth, trust-building, and operational excellence.
We uphold the highest ethical standards in all our services, ensuring that compliance training is not only effective but also fosters trust and transparency within RIA firms.
We are committed to leveraging the latest technology in eLearning to deliver cutting-edge compliance solutions, continuously exploring new ways to enhance the learning experience.
Our clients' success is our priority. We tailor our training solutions to meet the specific needs of each RIA firm, ensuring relevance and practical value in every course.
We strive for excellence in every aspect of our work, from course content to user experience, providing high-quality compliance training that RIA firms can rely on.
We believe in the power of partnerships. By working closely with industry experts, compliance professionals, and our clients, we create training solutions that are informed, effective, and aligned with industry standards.
In a constantly evolving regulatory landscape, we stay agile and responsive, ensuring our training solutions are always up-to-date and relevant to current compliance requirements.
Our Leadership Team drives our mission to revolutionize compliance training for the Investment Adviser industry. Comprising experienced professionals with expertise in regulatory compliance, strategic leadership, and innovative technology, our leaders are dedicated to excellence and continuous improvement. Together, they empower Investment Adviser firms to navigate complex compliance challenges with confidence and ease.
Gary Steve Nelson is the visionary Founder and CEO of Corporate Nerd, steering the company towards revolutionizing compliance training in the Investment Adviser industry…
Judith Nelson plays a key role in ensuring the smooth and efficient operation of Corporate Nerd. As Operations & Compliance Director, she oversees essential processes…
As Editor-in-Chief at Corporate Nerd, Michael provides editorial oversight, legal expertise, and content development for RIA Compliance Training Courses and the RIA Reference…
Kathyrine Gonzales is the Director of Compliance Training & Risk Management at Corporate Nerd, bringing over a decade of expertise in regulatory compliance, data privacy, and risk …
Greg Reymann has three decades of experience in the financial services industry, specializing in compliance, risk management, and regulatory oversight. As a trusted Compliance Expert…
Frank Russell, a serial entrepreneur with over 35 years in HR management, leads Prositions, Inc. as CEO. He previously founded GeoLearning, a major SaaS learning company, and…
Danny Grubb brings over 30 years of extensive experience in network engineering, IT governance, and project management across industries such as defense, manufacturing, and…
Piotr (Peter) Mazurkiewicz is an accomplished IT professional with over six years of experience specializing in cybersecurity, network management, and risk mitigation…
Fariba Toofanian brings over two decades of expertise in software sales, marketing, and operations to Corporate Nerd’s Advisory Board. As a seasoned Cloud/SaaS Operations…
Justin Muscolino is a recognized leader in compliance training, bringing over 20 years of experience in regulatory compliance and risk management to Corporate Nerd’s Advisory Board…
eWyse: Developing engaging, high-quality course designs that maximize learner engagement and satisfaction.
Prositions: Managing LMS administration and client support to ensure an exceptional user experience.
Brainier: Providing cutting-edge LMS technology that forms the foundation of our seamless learning environment.
Reymann Law Group: Offering crucial regulatory guidance to keep our training content fully compliant with industry standards.
Be the first to experience Corporate Nerd’s innovative compliance training solutions. Enjoy early access, premium support, and the chance to shape the future. Join us today!
Gary Steve Nelson is the visionary Founder and CEO of Corporate Nerd, steering the company towards revolutionizing compliance training in the
Investment Adviser industry. With over two decades of experience, including his role as a Senior Compliance Consultant at Reymann Law Group, he brings deep expertise in regulatory compliance and strategic leadership.
At Corporate Nerd, Gary sets the mission and long-term goals, driving innovation by integrating advanced technologies like AI and VR into training solutions. He forges strategic partnerships with organizations such as Reymann Law Group, Ewyse Agency, Brainier, and Prositions, enhancing the company’s offerings and market reach.
Gary oversees daily operations to ensure efficiency and excellence across all aspects of the business. He leads marketing efforts to establish Corporate Nerd as an industry leader and ensures that all products and services meet the highest standards of quality and compliance. His financial stewardship promotes sustainable growth, positioning Corporate Nerd at the forefront of digital compliance training for RIA firms.
Judith Nelson plays a key role in ensuring the smooth and efficient operation of Corporate Nerd. As Operations & Compliance Director, she oversees essential processes, helping to align daily operations with broader business goals while ensuring compliance with industry standards.
With over 25 years of experience in organizational management, Judith has developed a strong background in streamlining operations, guiding teams, and implementing policies that enhance efficiency. Her experience spans various industries, including legal and financial services, giving her a well-rounded perspective on effective business management.
At Corporate Nerd, Judith is a trusted resource for both operational and compliance matters. Her attention to detail, problem-solving skills, and commitment to continuous improvement help create a structured yet adaptable environment. She values collaboration and is dedicated to supporting both the team and our partners in achieving shared success.
As Editor-in-Chief at Corporate Nerd, Michael provides editorial oversight, legal expertise, and content development for RIA Compliance Training Courses and the RIA Reference Library. His role includes reviewing and refining compliance content, ensuring alignment with SEC, FINRA, and DOL regulations, and advising on best practices for structuring compliance training materials.
Licensed to practice in both the United States (Florida) and the United Kingdom, Michael holds a J.D. from Nova Southeastern University. He is also a Certified Securities Compliance Professional (CSCP) and holds multiple FINRA registrations, reinforcing his deep expertise in financial regulation and compliance.
Michael Rasmussen is a distinguished legal and compliance expert specializing in investment advisory, private fund management, and broker-dealer regulation. With over a decade of experience, he has served as General Counsel and Chief Compliance Officer for firms managing billions in assets, providing strategic oversight on regulatory compliance, corporate governance, and risk management.
Michael has worked with leading financial institutions, including Blackstone, Ares Capital Management, and Raymond James, where he advised on fund formation, AML/KYC compliance, cross-border marketing regulations, and complex financial transactions. As a recognized subject matter expert in private equity, he consults with LexisNexis on regulatory developments and legal frameworks affecting the industry.
Kathyrine Gonzales is the Director of Compliance Training & Risk Management at Corporate Nerd, bringing over a decade of expertise in regulatory compliance, data privacy, and risk management within the financial industry. A Certified Data Protection Officer, Kathyrine has led compliance initiatives across multiple international jurisdictions, including the Americas, the European Union, Australia, Singapore, Malaysia, and Hong Kong.
At Corporate Nerd, she spearheads the development and strategic oversight of compliance training programs, ensuring that RIA firms and investment professionals receive up-to-date, engaging, and regulatory-compliant education. With extensive experience in Privacy Impact Assessments (PIAs), Anti-Money Laundering (AML), Risk and Control Self-Assessments (RCSA), and regulatory policy development, Kathyrine plays a critical role in refining compliance content and enhancing the effectiveness of Corporate Nerd’s training solutions.
Her background in learning management systems (LMS), stakeholder engagement, and compliance communications allows her to bridge the gap between regulatory requirements and practical, actionable training for the RIA industry. Kathyrine’s expertise ensures that Corporate Nerd’s training programs not only meet SEC and industry standards but also empower firms to build a strong culture of compliance.
Greg Reymann has three decades of experience in the financial services industry, specializing in compliance, risk management, and regulatory oversight. As a trusted Compliance Expert & Attorney, he has held key leadership roles, including Chief Compliance Officer, Chief Risk Officer, and Assistant General Counsel, for some of the country’s most respected financial institutions.
Throughout his career, Greg has developed and implemented comprehensive compliance programs for investment advisers, broker-dealers, hedge funds, and mutual funds. His expertise extends to regulatory filings, legal matters, and managing inquiries and examinations from the SEC, FINRA, and state regulatory authorities. He has guided firms through complex regulatory challenges, including Form ADV, Form BD, Form N-1A, and other critical filings.
Greg’s extensive legal background includes a Juris Doctor (JD) degree and two Master of Laws (LL.M.) degrees in Taxation and Estate Planning. He has also previously held Series 6, 7, 24, and 26 registrations, giving him a well-rounded perspective on the regulatory landscape. His combined legal and industry experience allows him to provide practical, strategic guidance to firms navigating today’s evolving compliance environment.
As a valued member of Corporate Nerd’s Advisory Board, Greg offers deep regulatory insight and pragmatic solutions, helping firms strengthen their compliance programs and mitigate risk with confidence.
Danny Grubb brings over 30 years of extensive experience in network engineering, IT governance, and project management across industries such as defense, manufacturing, and financial services. His background spans leadership roles at Accenture, Jabil, and Raytheon, where he excelled in managing complex systems engineering projects and overseeing vendor/supplier management. With advanced degrees in engineering and multiple certifications, including Six Sigma, PMP, and ITIL, Danny is a seasoned expert in delivering high-impact technology solutions. His strategic insights into IT governance and infrastructure design continue to shape successful technology transformations for global enterprises.
Piotr (Peter) Mazurkiewicz is an accomplished IT professional with over six years of experience specializing in cybersecurity, network management, and risk mitigation. He has a proven track record of conducting security assessments, managing compliance audits, and optimizing IT systems to ensure robust protection and operational efficiency. His expertise spans technical support, infrastructure management, and implementing automation solutions to streamline processes.
Certified in CompTIA A+, Peter is highly skilled in troubleshooting, equipment procurement, and IT operations management. With his deep knowledge of security protocols and a hands-on approach to problem-solving, Piotr brings valuable insights and experience to the Corporate Nerds advisory board as Cybersecurity Compliance Advisor.
Fariba Toofanian brings over two decades of expertise in software sales, marketing, and operations to Corporate Nerd’s Advisory Board. As a seasoned Cloud/SaaS Operations Consultant, she has collaborated with some of the most innovative startups and early-stage software companies across the U.S. and Canada, specializing in quote-to-cash processes and contract management.
Since 2020, Fariba has served as an Innovation Advisor at the Wayfinder Incubator at the University of California, Irvine’s Beall Applied Innovation Center. In this role, she mentors SaaS startup founders, focusing on financial modeling and go-to-market strategies.
Fariba’s professional journey includes leading business operations for Professional Services at CloudBlue, an Ingram Micro company, and an 18-year tenure at IBM, where she excelled in direct and channel software sales, SaaS pricing governance, and strategic go-to-market initiatives.
In addition to her professional contributions, Fariba is dedicated to her community, serving on the Board of Directors for Meals on Wheels Orange County. She holds an MBA from USC’s Marshall School of Business, embodying a blend of innovation, operational expertise, and social responsibility that greatly benefits Corporate Nerd’s mission.
Justin Muscolino is a recognized leader in compliance training, bringing over 20 years of experience in regulatory compliance and risk management to Corporate Nerd’s Advisory Board. As a former regulator and head of compliance training for several global institutions, Justin has honed his expertise in developing innovative training programs that empower organizations to meet complex regulatory requirements. His contributions include designing comprehensive eLearning solutions, implementing compliance strategies, and fostering cultures of compliance across diverse industries.
In addition to his professional achievements, Justin has served as an advisor, podcast host, and contributing writer for esteemed organizations such as the Global Compliance Institute and 101 Blockchains. With a strong academic foundation and certifications in compliance and training, Justin is passionate about driving compliance excellence and advancing best practices in the field.
