Meet the Team

David Marley

CEO & Managing Director

David has over 30 years’ experience working within the IT and financial sector. As the IT Director & Partner of a large U.K. based Qualified Intermediary he first experienced the intricacies of Chapter 3 regulations in 2003 and in 2005 went on to design a W-8 and W-9 online documentation solution for U.S. Withholding. He joined Deloitte in 2006 taking his IP with him for this newly created product, he left three years later and started his own company, Comply Exchange. David continues to drive Comply Exchange forward having designed much of the functionality the company provides today. With the increased team size and a growing business, David now focuses on the company’s expansion and overall strategy, but still likes to maintain a hands on approach particularly when it comes to function design and client relationships.

Iris Goldman

Principal Tax Consultant

Iris Goldman, who has over 28 years’ experience dealing with information reporting and withholding issues. Her responsibilities include building out the company’s training content and acting as a subject matter expert. In her previous roles at Deloitte and PriceWaterhouseCoopers, Iris was a national leader for the respective Tax Information Reporting Practices, as well as a leader for their U.S. initiatives in assisting client implement FATCA. In addition to serving clients, she provided national training for a variety of topics for clients including, Form 1099 reporting, FATCA for financial and nonfinancial institutions, Form 1042-S Reporting, IRS Audit Readiness, etc.

Lani Chou

Principal Tax Consultant

Lani Chou, who has over 13 years’ experience in U.S. federal withholding and information reporting. Her responsibilities include building out the company’s training content and acting as a subject matter expert. Prior to Comply, she worked as a director in the Global Information Reporting Practice at PricewaterhouseCoopers (PwC), focusing on Automatic Exchange of Information Reporting and advising various organisations on withholding and reporting issues. Her client base included global banks, insurance companies, asset managers, private equity funds, and multinational corporations headquartered both inside and outside the United States, and private clients.

Jessica Metts

Director of Client Services

Jessica has over 5 years’ experience in U.S. federal withholding and information reporting requirements. Prior to Comply, she worked in both the Global Information Reporting Practice and R&D Tax Credit Practice at PricewaterhouseCoopers (PwC), focusing on assisting clients with their information reporting and withholding requirements under both Chapters 3 and 4 of the Internal Revenue Code. She is well versed in meeting client demands and both building and maintaining client relationships. Jessica is a graduate of the University of South Carolina (BS in Accounting) and College of Charleston (MS in Accounting).

Oliver Allen-Wielebnowski

UK Manager and Application Specialist

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