Building Compliance Confidence with Engaging Learning

Transform your firm’s compliance culture with dynamic, engaging training designed specifically for RIAs. Empower your team to understand, embrace, and meet regulatory standards with confidence.
About us

Discover Our Purpose and Aspirations

Mission Statement

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.

Vision Statement
We envision a world where compliance is no longer a burden but a powerful catalyst for growth and trust in the RIA industry. Corporate Nerd is on a mission to lead this transformation, becoming the go-to partner for groundbreaking digital compliance education. By harnessing cutting-edge technology and a passion for innovation, we aim to create a future where firms thrive in a culture of ethical excellence, navigating complexity with ease and inspiring confidence at every turn.

Our Core Values

Integrity

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.

Innovation

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.

Client Commitment

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.

Excellence

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.

Collaboration

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.

Adaptability

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.

Meet The

Highly Experienced Leadership Team

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

Chief Executive Officer

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 Espeut Nelson

Chief Administrative Officer

Meet Judith Nelson, the driving force behind the smooth operations at Corporate Nerd. With over 25 years of experience in organizational management, Judith has dedicated her career to making workplaces more efficient and collaborative.

Meet The

Advisory Board

Our Advisory Board comprises seasoned experts who brint a wealth of knowledge and experience to Corporate Nerd. They provide strategic guidance, industry insights, and support to help us achieve our mission of delivering top-tier compliance training solutions. Their invaluable expertise ensures we stay ahead in an ever-evolving regulatoru landscape.

T. Gregory Reymann II, JD LLM

Attorney and Compliance Expert

Greg Reymann has over 30 years of experience in financial services, specializing in risk management and compliance. He has held roles as Chief Compliance Officer and Chief Risk Officer, with expertise in developing compliance programs and handling regulatory inquiries.

Frank Russell

Founder & CEO, Prositions, Inc.

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 his ventures have earned numerous accolades, including seven consecutive years on the Inc. 500/5000 list of America’s fastest-growing private companies.

Danny Grubb

Senior IT Advisor, Corporate Nerd

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.

Piotr (Peter) Mazurkiewicz

Cybersecurity Compliance Advisor, Corporate Nerd

Piotr (Peter) Mazurkiewicz is an accomplished IT professional with over six years of experience specializing in cybersecurity, network management, and risk mitigation.

Fariba Toofanian

Strategic Saas Advisor, Corporate Nerd

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.

Voices of Confidence

What Our Clients Say

The trust and praise of our clients are the truest reflections of the value we deliver. Their feedback highlights how Corporate Nerd has made a meaningful difference in their compliance training and overall success. Here’s what they have to say about partnering with us.
Team-Up

Collaboration Powers Success

Corporate Nerd’s strength lies in its collaborative business model, bringing together industry-leading partners to deliver top-tier compliance training products and services. With Brainier’s cutting-edge LMS technology, Prositions handling LMS administration, eWyse ensuring engaging course design, and Reymann Law Group providing regulatory expertise, Corporate Nerd ensures a comprehensive and professional training experience.

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.

1700+ Joined The Learning Program

Unlock Exclusive Access – Become an Early Adopter!

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

Chief Executive Officer

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 Espeut Nelson

Chief Administrative Officer

Meet Judith Nelson, the driving force behind the smooth operations at Corporate Nerd. With over 25 years of experience in organizational management, Judith has dedicated her career to making workplaces more efficient and collaborative. She believes that a well-run administrative team is the heart of any successful company, and she brings that passion to work every day.

Judith’s journey has taken her through various industries, from legal firms to financial services. Along the way, she’s honed her skills in leading diverse teams, solving complex problems, and implementing policies that really make a difference. Whether it’s streamlining office processes or fostering a positive work environment, Judith knows how to get things done while keeping everyone on the same page.

At Corporate Nerd, she’s the go-to person for aligning our operations with our big-picture goals. Her knack for detail and time management keeps everything running like clockwork. But beyond her impressive skills, it’s her commitment to continuous improvement and her genuine care for people that truly set her apart. Judith doesn’t just manage the administrative functions—she’s a mentor, a leader, and an invaluable part of our team. 

T. Gregory Reymann II, JD LLM

Attorney and Compliance Expert

Greg Reymann has over 30 years of experience in financial services, specializing in risk management and compliance. He has held roles as Chief Compliance Officer and Chief Risk Officer, with expertise in developing compliance programs and handling regulatory inquiries.

Frank Russell

Founder & CEO, Prositions, Inc.
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 his ventures have earned numerous accolades, including seven consecutive years on the Inc. 500/5000 list of America’s fastest-growing private companies.

Danny Grubb

Senior IT Advisor, Corporate Nerd

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

Cybersecurity Compliance Advisor, Corporate Nerd

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

Strategic Saas Advisor, Corporate Nerd

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.