Meet the Team
Lana Bailey-Tamaro, MS, BCC
As 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.
Richard Tamaro, MBA, CDIA+
Richard 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.
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.
SVP Professional/IT Services
Michael 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 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 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.
Al Slayton, VP
Business Development Executive
Al 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.
New 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.
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.
Service Delivery Manager
Kent’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.
Mike 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 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.
IT Solution Engineer II
New 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.
Service Delivery Manager
A 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.
Senior Accounts Payable Specialist
New 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.
Senior Accounts Receivable Specialist
Daniel 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
Senior HR Generalist
Long 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.
Jenny is a seasoned finance professional with over 25 years of expertise in accounting and finance. In her role as Controller, she adeptly oversees our day-to-day financial operations with unparalleled precision. Jenny’s wealth of experience guarantees the production of precise financial statements, meticulous budgeting in alignment with our business objectives, implementation of robust internal controls, adherence to compliance standards, and strategic financial planning that propels our organization forward. With an MBA under her belt, Jenny possesses a keen ability to grasp the “big picture” for CASO, making her an invaluable asset to our team. Beyond her professional commitments, she is a dedicated family-oriented individual deeply engaged in philanthropic pursuits, further enriching her contributions to our organization.
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 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 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.
Chad 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 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
Document Care Center Asst. Site Supervisor
Brooklyn 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.
Document Care Center Supervisor – PA
Pittsburgh 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.
Document Care Center – Assistant Site Supervisor – NY
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.
Candice Vance, VP
Senior Project Manager
Candice is a seasoned Senior Project Manager responsible for leading complex projects from start to finish. Her role involves strategic planning, risk management, and effective stakeholder communication. She ensures projects are delivered on time, within scope, and on budget, while maintaining high-quality standards. With her strong leadership and adaptability, Candice plays a pivotal role in driving project success and contributing to CDM’s overall achievements. Outside of work, she enjoys traveling, savoring authentic foods, and spending time with family and friends.
Document Care Specialists
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.
Document Care Specialist
New 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.
Document Care Specialist
Max Dudek is a Document Care Specialist from New York. With a degree in Business Administration from the University of Albany, certifications like Professional Scrum Master 1, and expertise in software such as Google Suite and KOFAX, Max is a true asset to our team. Max’s mission is to ensure that client documents are handled and processed with the utmost safety and professionalism. His dedication to preserving vital information is matched only by his love for lacrosse, winter adventures, and his two beloved collies.
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.
Senior Document Care Specialist
Nicodemus Fernandez is a skilled Senior Document Care Specialist known for technical prowess and strategic thinking. With amazing ability to grasp project requirements and communicate effectively, Nicodemus ensures seamless alignment with client expectations. He excels in conquering technical challenges by planning requirements, delegating tasks, and utilizing diverse skills. With a background in customer service and technical support, Nicodemus has served prominent clients and exhibited expertise in various software and programming languages. Beyond work, he engages in graphic design and winter sports like snowboarding.
Senior Document Care Specialist
Nicole 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.
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.
Document Care Specialist
Brooklyn-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.
Sr. Document Care Specialist
Star 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.
Sr. Document Care Specialist
Digital 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.
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.