Our Leadership

Jonathan Elliott
Chief Executive Officer

Will Allen
Chief Operating Officer

Paul Wroten, CPA
Chief Financial Officer

Divya Patel
SVP, Director of Business Development

Nick Holcroft
SVP, Design & Print Logistics

Stephanie Wilson
Director of EDGAR Operations

Lesley McNamara
Director, IDS Production
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Jessica Stein
Implementation & Customer Success Manager

Corey Glessner
Cloud and System Engineer
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Lisa Friedman
Human Resource Director

Jonathan Elliott
Jonathan Elliott is CEO of Research Data Group, Inc., where he has spent his entire career gaining hands-on experience across all departments and a 360° view of the business. He now leads the company’s strategic direction, overseeing executive management, sales, and marketing operations.
His leadership style is grounded in collaboration, long-term vision, and a commitment to both client success and team development. Jonathan holds a bachelor’s degree from the University of Richmond and enjoys coaching soccer, traveling, snowboarding, and spending time with his family.

Will Allen
Will Allen is the Chief Operating Officer here at RDG Filings and has been with the company since 2009. He helped to design and launch the company’s XBRL and iXBRL service teams to assist clients in complying with SEC mandates in the early 2010s. He has overseen various software products, operations, development, client onboarding, and IT teams throughout his career at RDG Filings.
With a background in investment advising and a degree in Operations Management and Information Systems from the University of Idaho, Will brings a unique blend of business, technical, and regulatory expertise. He is passionate about building user-friendly tools that simplify complex SEC regulations and ensuring that RDG’s technology evolves with our clients’ growing needs.
Outside of work, Will enjoys spending time with his wife and two children, as well as traveling, running, skiing, and just about anything outdoors.

Paul Wroten
Paul Wroten is the Chief Financial Officer here at RDG Filings and has been with the company since 2010. He has overseen accounting, finance, and various operating divisions throughout his tenure at RDG Filings. With a background in Public Accounting, Paul is a licensed CPA in Idaho and holds degrees in Accounting and Marketing from Boise State University.
He possesses a deep knowledge of business lines and an understanding of how revenue generation works inside and outside of financial statements. Paul is well-versed in a variety of complex accounting and financial analyses, focusing on business transactions from A/R to Equity, while striving to keep our clients happy with all of RDG’s services.

Nick Holcroft
Nick Holcroft has been with RDG Filings since 2010, overseeing the company’s Print & Typesetting division. With more than two decades of experience in printing, typesetting and graphic design, Mr. Holcroft brings an authentic and personal touch to every project. He has earned the trust of hundreds of delighted customers, from smaller reporting companies to Fortune 500 companies, alike.

Divya Patel
Divya Patel is the Sales Director at RDG Filings, where she leads business development and strategic client engagement across the firm’s SEC compliance platform. With a dual background in accounting and philosophy, Divya began her career as an auditor at PwC and EisnerAmper, followed by hands-on experience in SEC reporting. This technical foundation enables her to approach complex regulatory challenges with precision and clarity.
Divya brings over 15 years of experience in sales, advisory, and financial reporting. She has played a key role in helping hundreds of public companies modernize their SEC filing processes—transitioning from legacy platforms to more efficient, cost-effective solutions. Known for her consultative approach and deep industry insight, Divya is a trusted partner to legal, finance, and investor relations teams navigating evolving compliance requirements, including the shift to EDGAR Next.
Based in San Francisco, Divya is committed to delivering exceptional client service while driving continued growth and innovation at RDG Filings.

Stephanie Wilson
As the Director of EDGAR Operations at RDG Filings, Stephanie oversees the end-to-end execution of SEC filings and ensures compliance across a wide range of regulatory submissions. With two decades of experience in the financial industry, Stephanie has held roles spanning operations, client service, and compliance, bringing a comprehensive perspective to EDGAR processes.

Lesley McNamara
Lesley McNamara is the Director of IDS Production for the XBRL Department at RDG Filings. Over the past five years, she has honed her expertise in structured data reporting, helping organizations translate complex financial information into compliant, machine-readable formats.
In her current role, Lesley oversees the XBRL production process, from taxonomy mapping and instance document creation to final validation and filing. She collaborates closely with cross-functional teams—EDGAR, Accounting, and IT—to deliver accurate, on-time disclosures. Under her direction, the XBRL department has achieved significant improvements in turnaround time and error reduction, establishing best practices for quality control and automated workflows. She establishes clear objectives, mentors team members in best practices, and promotes a culture of continuous improvement.
A graduate with a Bachelor of Science in Accounting, Lesley combines a solid grounding in financial principles with cutting-edge knowledge of XBRL specifications and industry taxonomies.
Lesley is committed to continuous improvement. Through her proactive approach and collaborative style, she empowers her team to deliver high-quality, auditable financial disclosures that support transparent communication with investors and regulators.

Jessica Stein
Jessica is an Implementation & Customer Success Manager at RDG Filings, where she leads onboarding, platform deployment, and ongoing client engagement. With a strong SaaS background, she partners with enterprise clients to deliver solutions aligned with their goals and compliance needs.
Since joining RDG in 2015, Jessica has helped launch new software features, streamline workflows, and build a high-performing implementation team. Her deep technical expertise, spanning EDGAR & XBRL reporting, UAT, and client education, makes her a trusted partner to both clients and cross-functional teams.
In her customer success work, Jessica is dedicated to building strong relationships, understanding evolving client needs, and proactively identifying opportunities to deliver value. She’s known for her ability to drive retention and satisfaction by bridging the gap between users and product development.
Based in Boise, Jessica is passionate about delivering seamless user experiences and continuous improvement. She is known for her commitment to excellence, client-first mindset, and ability to turn customer feedback into meaningful action.

Corey Glessner
Corey is the Cloud Architect at RDG, responsible for infrastructure, compliance, AI initiatives, and the company’s multi-user collaboration platform. With a degree in Information Technology from Ferrum College, he brings deep, practical experience in building secure, scalable, and high-performing systems.
He previously led service desk and infrastructure operations for a federal government contractor supporting more than 5,000 end users. His career spans both data center environments and cloud-native architectures, having directed multiple cloud migrations across Google Cloud Platform (GCP) and Microsoft Azure.

Lisa Friedman
Lisa Friedman is the Human Resources at RDG Filings. Lisa has over 28 years of experience in Human Resources and has had the privilege of working in diverse and complex multinational and start up environments. Throughout her career she has played a key role in driving strategic HR initiatives, optimizing talent acquisition and retention, and fostering a positive organizational culture. She is known for her expertise in managing complex employee relations issues, performance management, training, and organizational development. She successfully partners with senior leadership to align HR strategies with business objectives and is committed to delivering exceptional HR solutions and contributing to the success of RDG.