Rick Shooman is the Managing Director of Bretton AI Managed Services, with 25 years of experience working for and with financial institutions. He spent six years in industry leading financial crimes compliance technology for a global bank and a decade leading large financial crime programs as a consultant. Rick leads the team that runs compliance operations for Bretton AI clients, priced on outcomes and accountable for results.

Jimmy Westlake is Director of Managed Services at Bretton AI, where he runs operations and delivery for every client and owns the outcome when an institution hands its compliance program to Bretton. He spent 13 years in Risk and Compliance at Block (formerly Square), where his roles included Global Policy and Governance Lead. He also created and led Square's compliance due diligence program for corporate development and built its first global AML customer risk rating framework.

Dave Caruso is the Head of Advisory who shapes how Bretton AI designs and runs financial crime programs for its clients. He has served as an AML Officer, founded a consulting firm, and spent the past decade building and bringing financial crime compliance software to market. Dave's work spans the operations, policy, and governance of AML, sanctions, and fraud, with a focus on improving how the industry investigates and reports suspicious activity.

Drew Davidson is the Quality Control Manager who sets the quality bar for every case the Managed Services team delivers. He brings a decade of financial crime and compliance experience across payments and fintech, including running transaction monitoring at Block through the Cash App Bitcoin build and network-side work at Discover. Drew has built compliance programs from scratch and leads the review process that keeps client work consistent and defensible.

Corey Hermann is a Pod Lead who manages a team of roughly ten analysts working client alerts and investigations. He spent seven years as a senior analyst and team lead at a financial crime managed services firm, handling transaction monitoring, alert reviews, and investigations across domestic and offshore teams. Corey brings that frontline depth to every case his pod delivers.

Patrick Easley is a Pod Lead who manages a team of roughly ten analysts across Bretton AI client programs. He comes from fintech compliance and operations, with over a decade of experience spanning AML, KYC and KYB, sanctions, quality assurance, and operations management. Patrick's focus is making complex systems legible and building financial crime controls that work in practice.