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Meet the Team


Lana Bailey-Tamaro, MS, BCC

CEO, Owner

Lana TamaroAs CEO and owner of CASO Lana leverages her expertise in Organizational Behavior to build successful business relationships that foster strong connections with clients. She focuses on Caso’s overall business management, while identifying, pursuing and executing strategic growth opportunities, including acquisitions, partnerships, investments and joint ventures. Lana understands the importance of team building and the success that is derived from bringing people together to win. She has honed her team building acumen as a NYC Police Officer for the Detective Borough in the Forensic Investigative Division. Lana bridges multiple business functions to spearhead projects across the organization.

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One of her strongest attributes is facilitating relationships for successful business negotiations. Lana obtained a B.S. in Forensic Psychology and M.S in Counseling, she is also a Founding Board Certified Executive/Leadership Coach trained to unlock individual’s potential and ignite the drive within to succeed. During her time away from the office Lana serves as a Pace University Trustee. On her downtime you can find Lana spending time with her husband and daughter at home in NYC or out on Long Island’s North Fork enjoying the beach, farm stands and vineyards.

Richard Tamaro, MBA, CDIA+

President, Owner

Richard TamaroRichard as President and owner of CASO focuses the company on providing exceptional client service and amazing solutions. He is the driving force behind positioning CASO as a nationally recognized leader in creative electronic content management solutions. Richard’s energy always is directed at ensuring that the CASO Team is doing the best by its clients. He strategically directs the company’s business development focus by working closely with clients so that he can stay current with the industry and CASO’s client’s needs to help them go Paperless. His laser focus on clients, is his muse and creative force behind the design of CASO’s ECM Toolbox Workflow and Eforms solutions that has helped many companies improve efficiencies, gain control of their records and save money.

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Prior to joining CASO, Richard worked for 12 years at Citicorp and Banc of America. He has an Economics degree from SUNY Stony Brook University and received his MBA in Business Management from Fordham. When Richard is not in the office you can find him with his wife and daughter enjoying all Manhattan has to offer and water skiing on Long Island’s North Fork.

Michael Drew

SVP Professional/IT Services

Michael DrewMichael Drew has spent his entire 20+ year career dedicated to the craft of Business Process and Technical Implementation. As Senior Vice President of Professional / IT Services Mike oversees support, implementations, product deployment, and related processes for CDM clients nationwide. His mastery in delivering cost-effective, high-performance enterprise solutions to address complex business challenges is without parallel. Prior to joining CDM, Mike managed business processes at Bank of America for 14 years, implementing customer facing, back office, and e-Commerce solutions. A Texas native, Michael has a BBA in Management Information Systems from the University of Georgia and is a veteran of the United States Marine Corps. When he is not in the office, Mike enjoys hiking, rock climbing, working on the family farm, and spending quality time with his family.


Business Development & Marketing

Rick Brillante, VP

Sr. Account Manager

Rick BrillanteRick is an accomplished IT infrastructure expert with over 25 years of unprecedented success implementing digital transformation strategies in the finance and aerospace industries. He joins CDM in New York as Account Manager extraordinaire. Known for his deep technical knowledge and inspired, hands-on leadership that bridges clients and cross-functional teams, Rick is counted on to manage complex business initiatives with impeccability, including item processing and workflow automation for CDM financial industry clients nationwide. Originally from Totowa, New Jersey, Richard now resides in neighboring Fairfield. In his spare time, he enjoys photography, family vacations and quality time with his wife of 30 years.

Bill Cross, VP

Technical Delivery Executive

Bill Cross

Bill is an accomplished product architect renowned for developing cutting-edge content management and workflow software. A self-taught programmer, Bill has dedicated his career to building software solutions that fill unmet needs in the marketplace, including the highly successful EasyFile® content management system and UniCopy® eCopy connector, now part of the CDM family. He is counted on for his expertise in leveraging emerging technologies for enduring business value. Originally from Bangor, Maine, Bill now resides in the Orlando, FL area. He holds an Associates Degree in Electronic Technology and enjoys woodworking, golf and spending time with family and friends.

Joe Haynes, CDIA+

Business Development Executive

Joe HaynesSan Antonio native Joe Haynes is a highly accomplished document management professional with over 20 years of leadership implementing enterprise-level software solutions across numerous industries. As Business Development Executive, Joe is counted on for his technical mastery in defining and implementing document management solutions for CASO Document Management (CDM) clients nationwide. This includes advanced software from Digitech Systems, which he has been involved with since 2001. Joe graduated from International Technical College in Baton Rouge, with a degree in Digital Electronics Maintenance. He is an avid audiophile who also enjoys restoring vintage cars and motorcycles, and spending quality time with his granddaughter and two adorable cats, Sir Catrick Stewart and Queen Elizacat II.

Al Slayton, VP

Business Development Executive

Al SlaytonAl Slayton is an accomplished document management professional with over 20 years of experience in software and document conversion sales, as well as branch and division management. With his broad knowledge of document management systems, Al provides CDM clients business process solutions that maximize efficiency and reduce costs. His focus is ECM software, professional services and document scanning conversion services, using solutions such as AppEnhancer, ECMToolbox and EasyFile. He is also experienced with Intelligent Capture and Eform systems, helping clients achieve Digital Transformation within their business operations. Al holds a bachelor’s degree in Business Administration from Michigan State University and in his spare time, enjoys boating, fishing, biking, and spending time with family and friends.

Robert Yee

Senior Webmaster

Robert YeeNew York native Robert Yee brings 20 years of software expertise to CDM, including website and mobile application development, as well as system installation. He is counted on for impeccable coding that gives life to CDM’s most ambitious initiatives. Robert is responsible for developing and maintaining the CDM website and ensuring our initiatives are articulated company wide. Robert graduated from Baruch College and holds a BBA in Computer Information Systems. In his free time, he enjoys basketball, video games, cheering on New York’s perennial underdogs, the Mets and Knicks, and spending quality time with his son and cockatiel rescue Gypsy.

Professional Services

Stephanie Christoforou

Account Manager

Stephanie Christoforou

Stephanie has been a valuable member of the CASO Team since 2009. Initially brought on as a Processor, as well as an Administrative Assistant in our New York office, Stephanie’s expertise soon led her to assuming supervising and project managing roles at our on-site scanning sites in 2011. With her knowledge of the product and strong client relations skills, Stephanie took her current position as Account Manager in 2013. In addition to that role, Stephanie has also been instrumental in the implementation of CASO’s innovative software for our New York financial clients.

Kent DeHart

Service Delivery Manager

Kent DeHartKent’s primary focus is e-form solutions, database integrations and business metrics reports. He had over 30 years of experience when he joined the team in Information Technology (IT) Before joining CASO, he served in various capacities from Programmer to Architect, with extensive experience in software development, with roles as high as VP of Programming for IBM. Prior to working in Document Imaging, Kent had involvement in space shuttle, space station, government point-of-sale solutions and high performance storage systems.

Jessica Gutierrez

Account Manager

Jessica GutierrezJessica Gutierrez brings 6 years of business administration expertise to CDM’s Professional Services Team. As Junior Account Manager, Jessica is counted on for her masterful multitasking abilities and wide-ranging skill set that encompasses project planning, marketing and technology support – including hours tracking, team scoring, project management, billing assistance, and video editing. Jessica earned her Bachelor’s in Business Administration from Adelphi University. She is also a certified New York Notary. Jessica is a force outside the office as well, as she holds a black belt in Kung Fu. In her spare time, Jessica enjoys weightlifting, drawing, interior design and spending quality time with her two cats Orion and Nova.

Jack Javier


Jack JavierJack is a software architect with over 15 years of deep expertise in object-oriented design and analysis. He brings mastery of numerous programming languages to CDM, including C#, Java, C/C++, PHP, ASP.Net (MVC, Web API), JavaScript, jQuery, HTML, CSS and VB6/VB.Net. He is also certified in Microsoft MSDN, Linux Operating System, Java Programming Language, UML, SharePoint, eCopy, Ricoh SDK/Java and HIPAA Compliance. Jack was instrumental in developing a comprehensive document management system prior to joining CDM, as well as a full spectrum of management solutions for banks, hospitals, HR, accounting, payroll, courier, inventory and sales departments. He is now counted on for development, design and implementation of software solutions for CDM clients, including product integrations. Originally from the Philippines, Jack holds a Bachelor of Science in Computer Science (BSCS) from University of Mindanao. In his spare time, he enjoys playing chess, learning new languages, and spending quality time with his young daughter.

Michael Kidder

Solutions Architect

Michael KidderMike manages the Programming Team and keeps CASO’s solutions in-line with the newest technology. Mike moved from Boise, Idaho, to the CASO Texas office and brought his 15 years of experience in implementing document imaging solutions, business process improvements, web application developments, ERP and system integrations, electronic forms and workflow. He works closely with our technology and professional services teams to implement a wide variety of processes and projects.

Aric Malsbury

Client Developer

Aric MalsburyAric is a CASO IT Solution Engineer based in San Antonio. With his deep technical knowledge and mastery of white-glove service, Aric helps CASO customers navigate software, troubleshoot technical problems, and assist with account management. He is also an integral part of CASO’s IT Knowledge Base development team. Raised in an engineering family, Aric learned how to build computers and program code at an early age, and has been accumulating IT certifications ever since. In his spare time, Aric enjoys hiking and spending time with his family.

Tony Raimondo

IT Solution Engineer II

Tony RaimondoNew York native Tony Raimondo is a seasoned support engineer with three decades of expertise in IT. His mastery of SQL Server, Microsoft Access, Excel, Word, C# and Visual Basic to CDM, led him to teach IT support at the college level for many years. He is now counted on to provide unparalleled guidance for CDM’s EasyFile users nationwide. Tony is HIPAA certified and holds a Bachelor of Science in Marketing from St. John’s University, He is also an avid marathon runner who enjoys spending quality time with his wife and young son.

Daniel Shor

Service Delivery Manager

Daniel ShorA highly-skilled programmer with 20 years of experience, Daniel Shor is an Account Manager in our New York office specializing in ApplicationXtender solutions for CASO clients worldwide. Daniel began his career in 1999 at a Document Management Company that was acquired by CASO, and quickly became a key member of our professional services team. He is counted on for creative solutions tailored to each client so they can easily scan, store, retrieve, archive and securely access their documents at the touch of a button. In his free time, Daniel can be found watching and coaching his kids in basketball and softball, following the Giants, Rangers, Mets and Knicks, and spending quality time with his family. He holds a Bachelor’s Degree in Computer Science from Yeshiva University.

RW Smith

Service Delivery Manager

RW SmithWhether it’s building solutions for large scale data capture deployments at powerhouse companies like and Agera Energy or authoring crucial production software for our own operations, RW is a valued asset to the Caso team. Working with our Professional Services and Technology teams RW creates web applications, web forms, ERP software integration, and customizes data capture software. At the end of each day RW can be found working on his own pet programming projects, or riding bicycles with his wife in North Austin.

Taylor Treece

Systems Analyst

Taylor TreeceTexas-native Taylor Treece is a Systems Analyst at CASO Document Management’s San Antonio office with technical mastery of ECM Toolbox and Cloud Solutions. Taylor is a Cisco Certified Network Associate with expertise in Microsoft Azure, Microsoft Server, SQL Server, VMWare, Python, DigiTech and ImageSilo products. A former rugby student-athlete for the University of Texas, with a Bachelor’s Degree in Anthropology and demonstrated leadership in Information Technology and Data Management, Taylor is an all-star member of the CDM team. True to form, he enjoys rugby, video gaming and cooking in his off hours, as well as spending quality time with his fiance, their dogs Wiley and Merlin, and cat Simba.

Business Office

Marielle DeFalco

Senior Accounts Payable Specialist

Marielle DeFalcoNew York native Marielle DeFalco brings over a decade of senior accounting and administration leadership to Caso Document Management (CDM). As Senior Accounts Payable Specialist, she is counted on to manage all purchase orders, vendor relationships and employee expense reimbursements at the CDM New York Business Office. Marielle is renowned for her impeccable attention to detail and her uncanny ability to simplify complex accounting concepts for clients. Marielle honed her accounting skills at a high-profile logistics company in New York for over 8 years. Originally from Westchester, NY, Marielle now resides in Orange County, NY. She holds a Bachelor of Science in Psychology from Fordham University. She’s also an active gardener and cook who loves to explore the Hudson Valley, go to the farmers markets, and spend quality time with her husband, son and lovable rescue dog Pippa.

Daniel Nigro

Senior Accounts Receivable Specialist

Daniel NigroDaniel Nigro brings over a decade of accounting leadership to CDM. As Senior Accounts Receivable Specialist, he is counted on to manage invoicing, collections and payment records at the CDM Business Office in New York. A US Army veteran, Daniel is renowned for his disciplined work ethic and exceptional communication skills that keep business processes moving smoothly. In fact, Daniel led the effort to digitize the accounting department at his previous job, improving efficiencies company wide. Born and raised in the New York City metropolitan area, Daniel currently resides in Hoboken. He holds a Bachelor of Science in Finance from Lehigh University. He’s also an exceptional cook who loves golf, helping others, and spending quality time with his fiancé Aprill and their adorable 2yr old puppy

Kate Sammis

Senior HR Generalist

Kate SammisLong Island native Kate Sammis brings over 20 years of HR experience to CDM, including mastery of Oracle, PeopleSoft, icims, Qualtrics and Visio, among other essential HR software. Recognized as an HR analytics expert, Kate leverages her impressive data storytelling abilities to turn HR data into actionable insights that improve the employee experience. She is counted on for her inspired payroll and HR operations leadership at CDM’s New York Business Office. Kate holds a Bachelors of Business Administration from Hofstra University. She is also an avid scuba diver who enjoys the beach, traveling and spending quality time with family and friends.

Candice Vance, VP

Business Operations Manager

Candice VanceCandice commands all operations for our CDM business office, including HR, Payroll, and Finances. A hands-on leader with over a decade of expertise in business office administration, data processing and production management, Candice is revered for her ability to wear many hats and provide seamless service. When she’s not at work, Candice enjoys traveling the world, savoring authentic foods, and spending time with family and friends.

IT Support

Mike Atkins

Installation Engineer

A military-trained computer technician and creative engineer, Michael Atkins provides inspired document management software solutions for CDM clients nationwide. Based in our San Antonio office, Michael is responsible for building custom applications, performing installations, upgrades, training and troubleshooting – ensuring CDM clients enjoy a seamless transition to paper-free business management. A 6-year veteran of the US Air Force, Michael brings a rare mix of integrity, creativity, and discipline that positively impacts everything he does. In fact, he enjoys working with software in his spare time too. With a Bachelor’s Degree in Game Design from Full Sail University, Michael typically spends his off hours designing video games, coding and spending time with family and friends.

Jeremy Berlanga

Support Engineer

Jeremy BerlangaJeremy is a CASO Document Management IT Solution Engineer based in San Antonio. With a Bachelor’s Degree in Game Art from Full Sail University in Florida and technical expertise honed in the US Navy, Jeremy provides five-star support for CASO clients nationwide. A disciplined coder with top-notch troubleshooting skills and a can-do attitude, Jeremy is essential to maintaining CASO’s high level of customer care. In addition, his tech savvy extends companywide to support account management, sales, and marketing. Jeremy enjoys his free time as well, as he loves to draw and spend time with family and friends.

Adam Fisk

Support Engineer

Adam FiskAdam Fisk is an inspired IT Solutions Engineer based in our New York office. A former onsite project manager with deep expertise in document management operations and financial services document digitization, Adam is counted on for his technical mastery and ingenious problem solving for CDM clients nationwide. Adam specializes in Kofax Capture, ApplicationXtender and ECM Workflow solutions, including initializing operations and onsite technical support, keeping CDM on the cutting edge of the document management industry.

Kenny Lee

Support Engineer I

Kenny LeeKenny Lee is a Support Engineer with valuable expertise in PaperFlow and Kofax document management software. A natural problem solver, Kenny is counted on to resolve support tickets and ensure all systems are go for CASO Document Management clients nationwide. In addition to IT support, Kenny has expertly managed more than a million documents at CDM’s Document Care Center in New York. Born in Brooklyn, Kenny holds both a B.S. in Chemistry from SUNY Binghamton and a B.S. in Information Systems from CUNY School of Professional Studies. In his spare time, he enjoys playing piano, guitar, and strategy games including Teamfight Tactics and Chess.

Chad Nissen

System Administrator

Chad NissenChad is a Solutions Engineer for CASO and is a very technically inclined professional dedicated to providing the best solution for the situation. He specializes in customer service, project management and delivery, system analysis and solutions engineering.

Justin Shee

Support Engineer

Justin SheeJustin is an IT professional with valuable expertise in document management hardware and software technical support, including masterful fine tuning for Kofax, Teleform, and ABBYY. As Support Engineer, Justin is counted on for impeccable system setup, troubleshooting and automation support for CDM clients nationwide. His software mastery includes MS Office, Integromat, Filezilla SFTP, Acuity, Visual Studio Code, PRL Vitalaxis, Google Drive and Print Node. Originally from San Francisco, Justin now resides in New York City. He holds a BS in Computer Science from San Francisco State University. He is also an avid gamer who enjoys dining, karaoke and escape room adventures with family and friends.

Document Care Management

Jason Allison

Document Care Center Manager – TX

Jason AllisonJason Allison brings over 25 years of senior leadership in operations, logistics and human resources to CDM, including standout service in the United States Air Force. A certified Six Sigma Black Belt, Jason is responsible for CDM Texas facilities and managing our San Antonio operations, including processes, procedures, tools and execution. He is counted on for process improvement and development throughout the organization. Jason has managed teams as large as 240 while conducting national and global operations for aircraft production and maintenance in Korea, Germany, Belgium and other countries. Originally from San Angelo, Texas, Jason holds a Bachelor’s Degree in Organizational Management from Ashford University. He is also an avid gamer who enjoys spending quality time with his wife, four kids and their adorable dog and cat.

Paul Camacho

Document Care Center Asst. Site Supervisor

Paul CamachoBrooklyn native and tech phenom Paul Camacho helps ensure seamless processing as Team Lead at our CDM Document Care Center in New York. A standout administrator with uncanny troubleshooting skill, Paul is counted on to keep his processing team on task while supporting operations at CDM satellite offices throughout the New York metropolitan area. A graduate of renowned Regis High School, Paul earned his Bachelor’s degree in History from NYU before taking the tech world by storm. True to form, Paul is an expert gamer who also enjoys reading, jogging, and spending quality time with his adorable cat Katie.

Chad Conley

Document Care Center Supervisor – PA

Chad ConleyPittsburgh native Chad Conley is a star scanner at our Pittsburgh Document Care Center. With over a decade of document management experience and a degree from ITT Technical Institute in Pittsburgh, Chad is counted on for his exceptional technical knowledge and spot-on scanning accuracy. He is our lead specialist on all scanning projects in the Pittsburgh office on behalf of CASO Document Management (CDM) clients nationwide. When he’s not at work, Chad enjoys watching movies, playing video games with his son, and spending time with his three cats, Fuzzy, Tiger and Snuggles.

Thea McMillan

Document Care Center – Assistant Site Supervisor – NY

Thea McMillan

Lead processor Thea McMillan sets the standard for document care at our New York Center. A mentor to fellow colleagues, Thea combines digital expertise with precision handling to process thousands of essential documents on behalf of CDM clients each day, energizing the entire Document Care Center team in the process.

Brandon Taylor

Document Care Center Asst. Site Supervisor

Brandon TaylorThe data is in on Brandon Taylor. This star processor maintains a perfect record in data conversion, transferring client documents with unmatched accuracy according to CASO’s strict document care standards. With expertise in analytical thinking and tactical execution, Brandon is a natural fit for CASO’s Document Care team.

Document Care Specialists

Rachel Antoine

Document Care Specialist

Rachel is processing perfection at CASO’s Document Care Center in New York. From data verification to digital data management, Rachel is counted on for uncanny speed and accuracy every step of the way.

Daniel Cartwright

Document Care Specialist

Daniel CartwrightNew York native Daniel Cartwright is a document care professional who is accountable for onsite professional scanning and indexing for CDM’s financial services clients in the New York area. Daniel’s expertise in Kofax, OpenText Intelligent Capture, Open Text TeleForm and ABBYY FlexiCapture keeps projects moving with the speed and accuracy our clients have come to depend on. Originally from Stony Brook, New York, Daniel now resides in New York City. He holds a Bachelor’s Degree in Creative Writing from Binghamton University. In Daniel’s spare time, he enjoys running, climbing, poetry, video games and spending quality time with family and friends.

Keniel Evangelisa

Document Care Specialist

Keniel is a processing ninja specializing in large format scanning at CASO’s New York office. From architectural drawings and blueprints to maps and banners, Keniel ensures our client designs get converted to digital with stunning accuracy. Known for quick hands and strong judgment, Keniel maintains the integrity of our largest documents in a big way.

Nicole Garza

Senior Document Care Specialist

Nicole AndradeNicole is a digital dynamo in our San Antonio office. Fast, accurate and thorough, she is counted on to verify and transcribe client data into electronic format for use in CASO custom document management systems. Nicole brings valuable experience to CASO, including proficiency in computers, grammar, and office administration, making her a key member of the Document Care Center team. When she’s not at the office, Nicole enjoys spending time with family and watching the San Antonio Spurs.

Roquel Libert

Document Care Specialist

Roquel is a large format phenom specializing in oversized document scanning at CASO’s New York office. Roque is counted on for high-speed accuracy and uniformity on our client’s largest projects, delivering big on a daily basis.

Carl Mai

Document Care Specialist

Carl MaiBrooklyn-born Carl Mai is an experienced Document Care Specialist with over 300,000 documents processed through Kofax and MFD software. He is counted on by CDM financial clients for his expertise in pre-processing, post-processing, account updates and workflows, among other essential services at our Document Care Center in New York. Carl holds a Bachelor’s Degree in Economics from University at Buffalo. A proud New Yorker, he enjoys east coast rap/hip-hop and the New York Knicks as well as competitive gaming, Japanese manga and quality time with family and friends.

Justin Maravegias

Document Care Specialist

Justin MaravegiasNew York native Justin Maravegias brings a data rich background in mathematics, education and eSports management to CDM. He is counted on to support CDM financial clients in the New York area with precision batching, prepping, scanning and indexing onsite. Born and raised on Long Island, Justin earned his Bachelor’s in Mathematics from St. Joseph’s University and his Master’s in Secondary Education from Molloy College. In his spare time he enjoys watching sports, particularly the NHL, as well as video games, bowling and spending quality time with family and friends.

Crystal Negron

Sr. Document Care Specialist

Crystal NegronStar processor Crystal Negron plays several roles at CASO’s Document Care Center in New York. From batching to prepping to indexing to scanning, Crystal specializes in them all. She is counted on for her digital know-how and precision care, to help CASO clients worldwide Go Paperless with confidence.

Danny Vicencio

Sr. Document Care Specialist

Danny VicencioDigital pro Danny Vicencio is an accomplished data entry specialist at CASO’s Document Care Center in San Antonio. Known for remarkable speed and accuracy, Danny helps transform text into digital format on behalf of CASO Document Management (CDM) clients nationwide, giving them the power of paperless efficiency. In his spare time, Danny enjoys spending quality time with family and friends.

Meaza Wovesa

Document Care Specialist

A key operator in every sense of the term, Meaza Wovesa is at the center of CASO’s data processing operation in New York. With proven mastery of data entry protocol, Meaza is counted on for high speed accuracy and attention to detail that keeps all client data impeccably intact.

The CASO team has been exceptional. They completed the work faster and cheaper than we could have, and have always accommodated our needs. It is a pleasure working with them.

Richard Ajimati - SUNY Downstate Medical Center

Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you're looking for? Check out our Resource Center for additional information.

Data Sheet: Document ScanningDownload
Data Sheet: On-Site ScanningDownload
Case Study: NYS Government AgencyDownload
Case Study: SUNY Downstate Medical CenterDownload

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