PEOPLE

Executive Committee

  • Allan Matheson
    CEO
    Allan Matheson

    CEO

    Allan has more than a decade of experience in compliance risk management leadership, due diligence and pre-employment screening in Asia. As CEO of Blue Umbrella, Allan is responsible for strategic development and execution, the day-to-day management of the organization, leading the executive team, and defining a...
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  • Isabel Yeung
    Deputy Managing Director
    Isabel Yeung

    Deputy Managing Director

    Isabel has extensive experience in building and managing operations across Asia, managing due diligence research in China, and structuring diligence products and assignments to suit client requirements.

    Isabel was previously the Head of Verify Screening Solutions’ China operations, where she mana...
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  • Michael Cheng
    General Manager, DD Operations
    Michael Cheng

    General Manager, DD Operations

    Mike is the General Manager of Due Diligence Operations at Blue Umbrella. As one of the early employees at Blue Umbrella, Mike is one of Blue Umbrella’s growth successes, and has grown from an exemplary research analyst to one of its promising young executives.

    Prior to joining Blue Umbrella, Mik...
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  • Ramesh Bhagasra
    IT Director
    Ramesh Bhagasra

    IT Director

    Ramesh is the IT Director of Blue Umbrella. He has extensive experience in developing and managing web based applications especially in due diligence and employee screening.

    Ramesh was previously the Group Platform Manager in Verify Screening Solutions and successfully developed and managed its p...
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  • Brad Gates
    Senior Vice President, Client Development, Americas
    Brad Gates

    Senior Vice President, Client Development, Americas

    Brad leads Blue Umbrella’s business efforts for the United States, Canada and Latin America.  In this role, Brad utilizes his extensive compliance, SaaS, and B2B experience to deliver industry leading Third Party Compliance Technology and Global Due Diligence solutions for compliance with the FCPA and other anti...
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  • Peter Mardon
    Director, Business Development, EMEA
    Peter Mardon

    Director, Business Development, EMEA

    With over 30 years’ experience in supplying business and compliance information data and services to the UK and European finance and corporate markets, Peter now leads Blue Umbrella’s Sales & Operations activities in EMEA.

     As a highly experienced and motivated sales professional, P...
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  • Elsa Im
    Asia Senior Business Development Manager
    Elsa Im

    Asia Senior Business Development Manager

    As the Senior Business Development Manager in Asia, Elsa is responsible for cultivating new business and relationships throughout regions like Hong Kong, China, Australia and New Zealand.

    Elsa has extensive experience in business development and account management, especially in the information s...
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LEADERSHIP

  • Janet De Silva
    Non-Executive Director
    Janet De Silva

    Non-Executive Director

    Jan draws on her senior executive leadership and global business experience to provide Blue Umbrella with counsel on matters of global expansion, strategic growth and senior executive engagement.

    Jan De Silva is President & CEO of Toronto Region Board of Trade, a role she assumed in January 2...
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  • Steve Tait
    Non-Executive Director
    Steve Tait

    Non-Executive Director

    Steve’s practice focuses on CEO assessment, support for HR committees and executives, and executive coaching to banks, diversified conglomerates, trading firms, telecommunications, real estate, education, health care, media and other industries.

    Steve is Canadian by birth, and over the course of his caree...
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  • Marilyn Lau
    Non-Executive Director
    Marilyn Lau

    Non-Executive Director

    Marilyn draws on her rich experience with the largest supply chain and sourcing companies in the world. Her understanding of large sourcing organizations, third party relationship management and third party risk have assisted Blue Umbrella in creating products and services which are attuned to the third party du...
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  • Porter Erisman
    Non-Executive Director
    Porter Erisman

    Non-Executive Director

    Porter draws on his global business experience within the e-commerce sector to provide Blue Umbrella with counsel on matters of expansion, international marketing and strategic growth. His significant experience within B2B marketing and PR will be invaluable as the firm continue to disrupt the compliance market....
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Client Success Team

The leaders of the Client Success Team cultivate positive client relationships by supporting and addressing specific needs throughout various stages of the client journey, including training, onboarding, technology implementation and ongoing support. Each account manager lead acts as the main point of contact in their region, ensuring customer satisfaction by identifying customer needs, answering client queries, guiding the onboarding process and building long-term relationships through quarterly checkups and continuous assistance.

  • Jeannie Lo
    Americas Account Manager
    Jeannie Lo

    Americas Account Manager

    In her role as the Americas Account Manager, Jeannie supports Business Development with demos for Status, project manages onboardings and implementations, provides training and ensures a smooth experience for incoming and existing clients. Jeannie has over 20 years of business development, client-facing and account management experience. Her expertise stems from her consultative roles with C-suite executives and direct engagement with senior business decision makers across the finance, media and technology industries.

    She speaks English and conversational Cantonese, and holds a B.A. in Economics from the University of British Columbia.

  • Rachel Coletta
    EMEA Account Manager
    Rachel Coletta

    EMEA Account Manager

    Rachel serves a wide range of locations in her Account Manager position, building client relationships and providing ongoing support across the EMEA regions. She carries a wealth of client-facing expertise, working alongside clients to match their business needs with solutions that will bring their vision to fruition. Her previous experience spans years in the retail and telecommunications industries.

  • Amy Cheung
    Asia Account Manager
    Amy Cheung

    Asia Account Manager

    As the Asia Account Manager for Blue Umbrella’s Business Development Team, Amy empowers business operations and maintains a rigorous client success model by preparing tailor-made proposals and assisting with client onboardings. She has developed her expertise in client-facing roles through her previous experience of working with a wide range of industries such as barrister firms, newspapers and IT firms.

    Amy holds a Master’s Degree in Hospitality Management. She speaks Cantonese, English and Mandarin.