ABOUT THE TEAM
Oregon Coast
FOUNDER
Richard was the Chief Financial Officer for a nonprofit organization in Portland for seven years. This was an executive-level position designed to provide strategic thinking and clear communication to all constituencies, as well as manage the day-to-day finance, accounting, information technology, human resources, risk management, administration, and facility operations. He reported directly to the General Director and aided in formulating and managing company budgets, and financial policies, and developing long-range financial goals and strategic objectives. Richard was the primary liaison on all finance reporting to the board, the bankers, the auditors, and the finance committee.
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Prior to his experience with the nonprofit organization in Portland, Richard spent twenty years in government at the CFO, controller, and finance director positions with the city of West Linn, the city of Lake Oswego, and the Oregon state lottery.
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Richard holds undergraduate degrees in accounting and information systems management and a master’s degree in business administration from California State University East Bay. He started his professional career with Pricewaterhouse and is currently active with five professional certifications: certified public accountant, certified management accountant, certified financial manager, certified fraud examiner, and chartered global management accountant.
CO-FOUNDER
Deri was a Special Agent/Criminal Investigator for the US Department of Treasury, IRS-Criminal Investigation located in Portland, Oregon for over twenty years conducting criminal and civil financial investigations. Combined with her Certified Paralegal experience, Deri has over twenty-eight years of experience in anti-money laundering-related investigations, law, and research. She led a team of federal, state, and local investigators that specialized in the Bank Secrecy Act. Knowledgeable in the Bank Security Act, Anti-Money Laundering, the US Patriot Act, and the Office of Foreign Assets Control regulations and compliance.
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​Deri excels at legal, tax, and public records research and is highly organized and experienced in handling classified and sensitive information. She holds an undergraduate degree in business administration and marketing from Oregon State University. Deri also holds a Paralegal Certificate in tax, business, and real estate law from the University of San Diego.