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Meet The Team
Management
Ashley Pater is the General Manager at Hedge Trackers, where she oversees daily business operations and is responsible for implementing growth strategies. Prior to her role at Hedge Trackers, she was Chief Product Officer at GTreasury, ensuring that the product vision and strategy aligned with business objectives.
Sandra brings more than two decades of risk management experience to the market. Specializing in FX, commodity price and IR management and hedge accounting, she helps clients assess risk, develop hedging strategies, and implement technology to support the on-going workflow for Treasury and Accounting.
Sandra Koch
Director, Client Services
Karen Gubler, CPA oversees Hedge Trackers’ outsourced team of derivative accountants and ensures the team is able to deliver unparalleled customer service and support for Capella Foreign Currency software, Hedge Trackers’ proprietary FX hedge accounting solution.
Karen Gubler
Director, Foreign Currency and Commodities
Farah Lotia has expertise in valuations and measurement of exotic hedging including basis caps, knock-out swaps and commodity structures. A CFA Charterholder, Farah holds an MBA from the Institute of Business Administration.
Farah Lotia
Director, Interest Rate and Quantitative Analytics
Originally joining Hedge Trackers in 2011 as an IR derivative accountant, Christin Kauten now serves as the company’s Director of Finance and Human Resources and oversees all finance and HR-related functions. She holds a Master’s degree in accounting from UMKC.
Christin Kauten
Director, Finance & Human Resources
Based in Washington, D.C., Mary Ellen Saunders joined Hedge Trackers in 2016 as a Client Relationship Manager. A graduate of Virginia Polytechnic Institute and State University, Mary Ellen has more than a decade of experience in the finance industry.
Mary Ellen Saunders
Director, Client Relationships
Client Engagement
Ruth has played an instrumental role in building the firm’s team of derivative specialists that partner with Corporations around the globe to provide outsourced derivative accounting, consulting, analytics and hedge accounting software. A qualified CPA, Ruth has an MBA and a BS in Finance.
Ruth Hardie
Senior Director, Client Services
Glenn Suarez was promoted from manager to director of client services at Hedge Trackers. He has nearly three decades of finance experience, including experience helping clients navigate ASC 815 (FAS 133) accounting rules. A CFA, he earned his undergraduate and master’s degrees from Stanford.
Glenn Suarez
Director, Client Services
Erika Etlen advances strategy, creative and execution for Hedge Trackers. Her 15+ years of experience includes marketing roles with E*TRADE Corporate Services and the Tax Technology & Software Division of Bloomberg Industry Group. She earned an M.S. in Strategic Communications from Fordham University.
Erika Etlen
Director, Marketing
Annette Engel joined Hedge Trackers in 2018. She is a treasury professional with over ten years of experience in corporate finance and accounting, and she has over six years of client-side experience. Annette holds a Master of Business Administration in Accounting from the University of South Florida.
Annette Engel
Consulting Manager
Juan serves client with interest rate, foreign currency and commodity hedging needs, specializing in providing maximum economic risk mitigation benefits while adhering to hedge accounting under both US GAAP and IFRS. Prior to joining Hedge Trackers, Juan held a leadership role at Morgan Stanley.
Juan Enrique Arreola
Client Services Manager
Ellen manages the front-end of the sales pipeline, sourcing new opportunities, collaborating with Sales and supporting the Marketing team. She is a graduate of California Polytechnic State University, where she studied Economics with an emphasis in Accounting.
Ellen Klavers
Business Development Representative
Technical Experts
Helen has spent decades as an advisor to corporations and financial institutions using hedges and hedge accounting to protect margin from currency, interest rate and commodity risk. Helen is a Risk & Exposure Fellow supporting clients with deep technical expertise and technology.
Helen Kane
Risk & Exposure Fellow
Stephanie Adams joined the Hedge Trackers team in 2014 as an IR derivative accountant, contributing her experience gained from work at a venture capital firm. Stephanie received her Master’s in Accounting from Brigham Young University.
Stephanie Adams
Derivative Accountant
A member of Hedge Trackers’ team of IR derivative accountants, Teresa Adams provides independent, transparent derivative valuations for clients in addition to testing and measuring IR hedge relationship effectiveness. Teresa earned a bachelor’s degree from University of Iowa and is a CPA.
Teresa Adams
Sr. Derivative Accountant
Working for Hedge Trackers since 2007, Sherlyn Czachor serves as a member of the IR derivative accountant team, contributing, in particular, her expertise in interest rate swaps. Sherlyn received a Bachelor’s in Finance from Northern Illinois University.
Sherlyn Czachor
Sr. Derivative Accountant
Kelly Frank is a member of Hedge Trackers’ team of FX derivative accountants. In addition, Kelly plays an active role in testing new features and enhancements made to Hedge Trackers’ proprietary FX hedge accounting software solution, Capella.
Kelly Frank
Sr. Derivative Accountant
Laurie Garfield joined Hedge Trackers as an FX derivative accountant. Her areas of expertise include audit preparation and review, hedge accounting and using CapellaFX to manage FX currency accounting risk. She earned a Bachelor’s degree in Business Economics from UC Santa Barbara.
Laurie Garfield
Derivative Accountant
Liz Glenn joined Hedge Trackers in 2021 as an Interest Rate Derivative Accountant. She uses her experience in accounting and financial software development to help our clients with their derivative designations, valuations, accounting, and disclosures. Liz earned a bachelor’s degree in accounting from BYU.
Liz Glenn
Derivative Accountant
Rebecca Judge joined Hedge Trackers as a derivative analyst and has since moved to the position of Capella Support Manager. Her understanding of derivative accounting and expert knowledge of Capella enable her to work with clients for the successful implementation of the software.
Rebecca Judge
Client Support & Solutions Director
An integral member of the Hedge Trackers team, Jennifer Keehlwetter serves as an FX derivative accountant and contributes to the testing of CapellaFX software. Jennifer is a CPA and earned a Bachelor’s in Business Administration from West Virginia University.
Jennifer Keehlwetter
Derivative Accountant
As a derivative accountant, Morgan Kolyn uses his intimate knowledge of Capella to provide user support, and also plays an active role in testing its new features. Morgan, who is fluent in French, holds a Master of Business Administration degree in Finance from the University of Chicago.
Morgan Kolyn
Sr. Derivative Accountant
A treasury professional with nearly 20 years of experience, Rama Krishnamoorthy joined the Hedge Trackers team in 2015 as an FX derivative accountant. Rama earned an MBA from UCLA’s Anderson School of Management and her BS in accounting and finance from UC Berkeley.
Rama Krishnamoorthy
Derivative Accountant
Taylor Ladouceur joined Hedge Trackers in 2021 as a Treasury Analyst. She uses her experience with derivative accounting, treasury operations, and risk management in the CPG industry to support the ManagedFX platform at Hedge Trackers. She earned a BSBA in Accounting from Kent State University.
Taylor Ladouceur
Treasury Analyst
A former Corporate Accounting Manager with nearly 20 years of experience, Kelly joined the Hedge Trackers team in 2020 as a Client Support and Solutions Analyst. She is a CPA and holds a BS in Accounting from the University of California at Berkeley.
Kelly Riley Mendoza
Client Support and Solutions Analyst
Brandi is on the team of technical experts as an IR Derivative Accountant. She specializes in hedge accounting, effectiveness testing and disclosures for IR derivative instruments. Brandi is a CPA with over 24 years of experience. She earned a BS in Accounting from the University of Missouri – Kansas City.
Brandi Ohland
Derivative Accountant
Jean Peng joined the Hedge Trackers team in 2016 as an FX derivative accountant. Her primary emphasis is the testing of new features and enhancements of CapellaFX. Jean is a graduate of the University of California – Los Angeles.
Jean Peng
Derivative Accountant
Jennifer Stanger joined Hedge Trackers in 2010 and serves as a member of the firm’s FX derivatives accountants. In addition, Jennifer plays a role in testing enhancements made to CapellaFX, the company’s proprietary FX hedge accounting software.
Jennifer Stanger
Sr. Derivative Accountant
Annebelle Syrimis has been a member of the Hedge Trackers team since 2014. In her role as financial systems analyst, Annebelle works with users of Capella FX, Hedge Trackers’ proprietary FX hedge accounting software solution, fielding questions and testing new features.
Annebelle Syrimis
Finance Program Analyst
Trina Terry is a senior derivative analyst on Hedge Trackers’ team of IR derivative accountants. She provides transparent derivative valuations and tests and measures IR hedge relationship effectiveness for clients, in addition to communicating updates and disclosure requirements.
Trina Terry
Quantitative Consultant
Sheri joined the Hedge Trackers’ team with over a decade of experience in commodity derivative accounting and risk management in the CPG industry. She has a passion for details, technical accounting, and solving puzzles. She holds a Master of Business Administration from Kent State University.
Sheri Troyer
Client Support & Solutions Senior Analyst
Lisa Wallace serves as an FX hedge accountant as well as technical lead for Hedge Trackers’ FX outsourcing group. Lisa prepares month- and quarter-end journal entries and disclosure tables, in addition to testing new features made to Capella software.
Lisa Wallace
Senior Technical Accountant/Technical Lead
Diana Whitlach, CPA, serves as both an FX and IR derivative accountant, contributing to the testing of new features and enhancements to CapellaFX software. Diana holds a Bachelor’s in Accounting from California State University at Northridge.