Joel Good - Charleston, SC
Joel is the founder and Managing Director of Old Compass Financial. He has a BS in Accounting (Cum Laude) from the University of South Carolina and a Masters in Accountancy from the University of Florida. After passing the CPA exam while in graduate school, Joel worked for seven years at two Big Four accounting firms, and then transitioned to the asset-based lending field exam marketplace where he has worked for the past 20 years. In his role as Division Field Exam Manager at Wells Fargo Capital Finance, Joel led a team of eight field examiners, taught entry and mid-level field examination courses, served as liaison to the Government Services lending division and participated directly on hundreds of field examinations throughout North America and Europe. Joel enjoys digging into financial statements, formulating exam teams, motivating others to perform at high levels, spending time outdoors with his family on the South Carolina coast and traveling to live sporting events.
David McDaniel - Atlanta, GA
David’s career as an ABL field examiner spans several decades and includes internal bank positions at Citicorp, Chase, SunTrust, Regions, Wachovia and Wells Fargo. He holds a Bachelor of Business Administration (Accounting major) from Georgia State University and previously held a CPA license in Georgia. David’s growth in the industry coincides with numerous advances in global technology, which has allowed him to continuously learn new strategies and approaches that consistently provide for efficient field exams. David deep knowledge of banking and collateral has earned him training roles at numerous banks; he has also been tasked with scheduling responsibility and exam template conversions in conjunction with technology improvements. When he is not analyzing financial data, David enjoys an active lifestyle of camping, hiking, traveling and visiting family in all regions of the United States.
Derek Disotelle - Greenville, SC
Derek brings an operations perspective to Old Compass Financial with more than nine years of business leadership and logistics experience. After earning his BS in Business Administration from The Citadel, Derek began his career working at Chick-fil-A where he was ultimately promoted to Senior Operations Director of two franchises. During this time, he also served as a Logistics Officer in the South Carolina Army National Guard where he commanded a Forward Support Company supporting a Field Artillery Battalion in the U.S. Army. After completing his military career, Derek transitioned into the ABL field exam market and has learned the intricacies of government services and factoring field exams. He has also successfully led exams of multi-billion dollar credit facilities and participated in a large fraud investigation. Derek brings business operations, leadership, and logistics experience across both the private and government sectors to field examination matters.
Derek enjoys spending time with his wife and two boys, living an active lifestyle outdoors, and enjoying time with friends.
Sherry Allen - Charlotte, NC
Sherry’s varied career experience started by performing audits of various state funded institutions, preparing tax returns and providing auditing and bookkeeping services to businesses in Florida and South Carolina. Prior to joining the Old Compass Financial team, Sherry was also an originations associate at Wells Fargo Capital Finance, where she performed due diligence and underwriting for borrowers in the middle market, commercial services, and corporate finance sectors.
Sherry earned a BS degree in Accounting and Tax from Coastal Carolina University and an MBA degree from Webster University. Sherry enjoys time with her husband and son, going to the mountains for hiking, fishing, and canoeing, and downtime at the beach listening to the ocean waves and smelling the salty air. She is an avid reader of actual books, and working on puzzles or playing games with her son on cold rainy days.
Raymond Masini - Dallas, TX
Ray is a deeply experienced veteran of the banking industry and is a graduate of the Driehaus College of Business with an Accounting major at DePaul University in Chicago, IL. He has experience in all facets of asset-based lending, including field exam, account management, underwriting and business development. After earning his CPA license in 1984, Ray began his career in Chicago and relocated to Dallas in late 1990s.
Ray is active in all capacities within the field exam function, including execution, supervision and management. Prior to joining Old Compass Financial, Ray held positions at LaSalle Business Credit, Finova Capital Corporation and Wells Fargo Capital Finance.
Ray is an active traveler, visiting four continents and 48 of 50 states. He enjoys hiking, biking, attending live music performances, and playing piano. In addition, he spends his free time visiting six grandchildren.
Sonny Raquepo – Dallas, TX
Sonny has over 25 years of due diligence and field exam experience with large, nationwide asset-based lenders including Bank of America and Wells Fargo. He has managed a variety of prime and sub-prime exams in the manufacturing, distribution, retail and specialty finance industries. Given his extensive experience in the ABL market, Sonny is skilled in communicating with originations, underwriting, credit risk and portfolio management while evaluating the underlying risk profiles of both prospective and recurring borrowers. He considers traveling to all regions of the United States, Europe and Asia a benefit to his role as a field examiner. Outside of work, Sonny is passionate about his family, physical fitness, golfing and tennis. With roots in both Chicago and Dallas, he is perpetually challenged to balance allegiances between the Bulls, Bears, Mavericks and Cowboys. Sonny also finds time annually to volunteer on medical mission trips to the Philippines in order to provide community health services to those in need.
Affiliated Firm
In order to best serve its client base and expand its geographic footprint, Old Compass has formed a strategic affiliation with Bohley Advisory Services LLC (BAS). Through its headquarter location in Pittsburgh, BAS provides Old Compass with an affiliated team of expert examiners in the Northeast that shares a similar passion to provide our clients with the best of service.
