Meet the Leaders Driving the Future of Secure Health Information Exchange

We deliver fast, accurate, and secure medical record exchange—balancing speed with precision, innovation with compliance, and scalability with trust. Guided by decades of healthcare technology leadership, our mission is to reduce burdens, protect privacy, and empower professionals to focus on improving outcomes.
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Our Leadership

Meet the leaders driving ChartRequest forward.

Christopher Carter

Founder & Executive Chairman

Chris is a visionary leader shaping the future of healthcare interoperability. His mission is to build technology that accelerates access to Protected Health Information (PHI) with both speed and compliance. Under his leadership, ChartRequest has scaled into a trusted platform powering secure, efficient Release of Information (ROI) across healthcare, legal, and insurance industries.

Everett Steele

Senior Vice President

Everett specializes in operational excellence and scalability. He transforms manual, paper-heavy workflows into streamlined, data-driven processes. His leadership ensures healthcare organizations experience measurable gains in speed, accuracy, and cost reduction, all while maintaining regulatory adherence.

Anthony Daly

Vice President of Client Services

Anthony is a client advocate who ensures every request is handled with accuracy and accountability. He focuses on building strong partnerships with healthcare providers and legal professionals, ensuring that turnaround times are cut in half and compliance is never compromised.

Sam Castillo

Vice President of Operations

Sam blends financial expertise with operational leadership to drive performance at ChartRequest. With experience in corporate finance, FP&A, and strategic planning, he leads process improvements that support scalable growth. As Vice President of Operations, he aligns financial and operational strategies, enhances team efficiency, and ensures accurate, compliant service delivery across all stakeholders.

Rachel Otfinoski

Director of Client Success

Rachel ensures every client achieves success through fast onboarding, dedicated support, and measurable ROI. She focuses on client adoption and advocacy, making sure providers and payers realize the full benefit of secure, patient-centered record exchange.

Anna Paris

Director of Health Information Services and Compliance Officer

Anna is the compliance compass of ChartRequest. With deep expertise in HIPAA, HITECH, and TEFCA, she ensures clients remain audit-ready while navigating complex regulations with confidence. Her leadership guarantees data security and privacy remain at the heart of every solution.

Culture & Values

At ChartRequest, our culture is defined by PATH, a set of values that guide every team member and decision we make.
P

Polite & Respectful Problem Solver

We approach every challenge with professionalism, empathy, and respect for our clients and colleagues.

A

Accountable

We own our work, our results, and our promises—delivering on time with accuracy and compliance.

T

Trustworthy Team Player

We foster collaboration, transparency, and reliability across teams and with our clients.

H

Helpful

We go above and beyond to support healthcare organizations, patients, and partners with solutions that truly make a difference.
These values ensure our dedicated teams consistently deliver healthcare’s most secure, fast, and accurate medical record exchange.

Why Join ChartRequest?

At ChartRequest, you’re not just part of a company—you’re part of a mission to transform healthcare information exchange. We combine compliance-first thinking with cutting-edge SaaS innovation, giving you the opportunity to shape how healthcare organizations across the U.S. connect, collaborate, and care for patients.

Best Practices in Leadership & Operations

Dedicated Teams

Every client receives focused support and expertise tailored to their needs.

Speed & Accuracy

Turnaround times are cut in half while maintaining precision.

Compliance First

HIPAA, HITECH, SOC 2, and NIST frameworks shape every workflow.

Scalable Innovation

Designed to grow with organizations of any size.

Culture of PATH

Polite, Accountable, Trustworthy, and Helpful leadership ensures excellence across every interaction.