EVP OF MARKETING

Kathleen Kagg

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Kathleen specializes in developing and executing marketing strategies to drive growth and revenue while building and maintaining high-performing teams.

VP OF MARKETING

MAIKAYLA DESJARDINS

Operix empowers commercial service and construction teams with intuitive and innovative, end-to-end field service management solutions. Before joining Operix, Maikayla successfully led growth and marketing teams for a number of leading construction management platforms.

SVP OF CUSTOMER EXPERIENCE

Patrick Unnold

Tropic makes buying & managing SaaS ridiculously easy, offering a modern procurement solution for everyone. Patrick joins Tropic with 20+ years of experience, having successfully built and led Customer Success teams for several successful startups. Before joining, Patrick led Customer Success teams at Recurly (Acquired by Accel-KKR in 2020), OneLogin (Series C SaaS startup) and Zimbra.

VP OF ENGINEERING

PHILIP DOHERTY

Operix empowers commercial service and construction teams with intuitive and innovative, end-to-end field service management solutions. Phil brings over 15 years of senior and executive management experience and more than 20 years of software development expertise to Operix. Before joining Operix, Phil was the VP of Engineering at Thunderhead, a cloud-based customer engagement platform that Medallia acquired.

VP OF CUSTOMER SUCCESS

Andrea Schwartz

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Andrea oversees the Customer Success efforts at SafeSend, with a vision in strategy to provide customers with a voice, support, guidance, and knowledge resources. Andrea focuses on delighting customers and developing high-performing, customer-focused teams. Before joining SafeSend, Andrea worked at several hyper-growth SaaS companies where she excelled at creating, adopting, and leveraging customer success best practices.

EVP OF PRODUCT

SHANE KINDER

Field Nation is the complete field service marketplace and project management solution that connects businesses and contingent workers. They enable companies to find, hire and pay service technicians when - and where - there is work to be done. Shane has spent 20+ years building online products and growing online businesses with a focus and passion for marketplaces. More recently, Shane was the VP Product for Workrise, a marketplace for skilled trades labor. Shane has a BS in Electrical Engineering from Case Western University and an MBA from the Haas School of Business at Cal-Berkeley.

VP OF PRODUCT

ADRIAN JOHNSON

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive CPA firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. Adrian joins SafeSend with over 10 years of product experience, most recently he served as VP of Product at Ascent reporting directly to the founder/president, and led product, design, and customer experience.

VP OF REVENUE OPERATIONS

BRIAN STONE

SafeSend Returns®, SafeSend’s flagship offering, enables complete automation of the “last mile” of the tax preparation process. As the Head of Customer Success, Brian oversees the expansion of the Customer Success division, focusing on strategic, operational, and tactical workflow optimizations to accelerate revenue growth and customer engagement. Previously, Brian spent nine years with FairWarning as Senior Vice President of Customer Success.

VP OF TECHNOLOGY

MOSES DWARAM

Realync is a leader in video leasing and resident engagement platforms enabling live video tours, live virtual open houses and DIY pre-recorded videos of properties. As Vice President of Technology, Moses Dwaram focuses on the efficient operation of the product and development teams, leading and scaling Realync’s technology strategy, and bringing innovative solutions to market. Dwaram has over 20 years of experience with software engineering, technology development, and bringing creative product solutions to market.

CHIEF PRODUCT OFFICER

NELSON FLORES

Gooten operates a smart supply chain for brands looking to optimize their eCommerce business with on-demand manufacturing. As Chief Product Officer, Nelson Flores leads global product strategy, working with Gooten’s merchant and manufacturing partners to ensure high-level prioritization and execution of a complex multi-team product roadmaps. Prior to joining Gooten, Nelson led product strategy at Kibo Commerce and Shopatron, the world’s leading provider of cloud-based eCommerce order management solutions.

CHIEF TECHNOLOGY OFFICER

NATHAN VERNI

Tropic is a high-growth, tech-enabled procurement service for startups. As CTO, Nathan Verni leads the technology organization, defining and establishing development standards, workflows, processes and technical partnership integrations. Prior, Nathan spent 11 years at Chargify where he designed and built the engineering organization from the ground up.

CHIEF TECHNOLOGY OFFICER

DEEPAK JHALANI

Lextegrity is an innovative Enterprise SaaS platform providing in-house counsel, audit, and compliance teams. As Chief Technology Officer, Deepak Jhalani is responsible for the overall technological vision, including implementing technology strategies, evaluating emerging technologies, and ensuring that the technology resources are aligned the company's business needs. Deepak brings over 16 years of engineering leadership experience in the SaaS space, delivering cutting-edge solutions for both startups and global organizations.

VP OF CUSTOMER SUCCESS

MADELINE WAREING

CommentSold helps businesses manage inventory, automate invoicing, enable sales through social networking, and powerful web and mobile applications. As VP of Customer Success, Madeline Wareing is in charge of building a world-class customer success team that includes account management, customer on-boarding, and support organizations. Previously, Madeline rose through the ranks at OutboundEngine, a Marketing SaaS company where she was largely responsible for creating the Customer Success function from the ground up.

VP OF PEOPLE OPERATIONS

SARAH LODATO

CommentSold helps businesses manage inventory, automate invoicing, enable sales through social networking, and power web and mobile applications. As their VP of People Operations, Sarah Lodato is building out the HR organization. Prior, she was the Head of People Ops at Roadie where she led all things, culture, engagement, learning and development, and recruitment. She is also a Regional Organizer for Tech Ladies, an organization that helps connect women with the best jobs and opportunities in technology roles at Tyco and Trident Motion Technologies, including more than 22 years with GE, with his last role leading global engineering for their Motors & Controls business. Marshall is certified as a Six Sigma Master Black Belt.

VP OF ENGINEERING

MAX WHITNEY

EnergyHub lets consumers turn their smart thermostats, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. As VP of Engineering, Max Whitney is helping Energyhub further its technology mission and grow its team. Prior, she was the VP of Engineering at Noom Inc. She has a Masters in Computer Science from NYU.

HEAD OF DESIGN

BRYAN MEDWAY

Frame.io, the platform that leading media companies use to streamline their video review and collaboration process with teammates, clients, and a variety of stakeholders. As Head of Design, Bryan Medway helps lead design strategy and execution while growing their design team. Bryan most recently was leading Experience Design for Adobe’s Creative Cloud platform in San Francisco.

CEO

JOSH ROCHLIN

Teckst is a SaaS messaging and innovation company that develops products to build conversational relationships between brands and consumers. As CEO, Josh Rochlin is responsible for overall strategy and operations of the company. Josh was formerly the founding CEO of Xtify, a mobile messaging startup, which he led until it's successful exit with acquisition by IBM in 2013.

VP OF CUSTOMER SUCCESS

LINDSEY SERAFIN

CommentSold helps businesses manage inventory, automate invoicing, enable sales through social networking, and power web and mobile applications. As VP of Customer Success, Lindsey Serafin is building a world-class, nationally distributed Customer Success team that includes Account Management, Customer On-boarding and Support organizations. For the last four years, she has been a key leader of Customer Success at InVision, a unicorn status software company founded in NYC.

HEAD OF ENGINEERING

ANDREAS TURANSKI

Jibe is a SaaS-based recruiting technology solution for Global Fortune 1000, with offices in Washington, D.C., Dallas, and Oakland. As Head of Engineering, Andreas Turanski leads all growth and engineering efforts, including building the next generation Jibe Platform.

VP OF PEOPLE

NATE MEAGHER

CardFlight is a NYC-based SaaS startup, offering mobile payments technology and point of sale solutions for enterprises. As VP of People, Nate Meagher helps the company accomplish its mission in all aspects of the business. Nate is the former VP of People at NYC-startup Animoto, where he led the growth, hiring 85 employees across three office locations.

HEAD OF PRODUCT

KYLE LIBRA

CardFlight is a NYC-based SaaS startup, offering mobile payments technology and point of sale solutions for enterprises. As Head of Product, Kyle Libra leads a team focused on building and maintaining solutions that are a step ahead of the curve in technology. Kyle joins from WorkMarket, where he served as Director of Product for the platforms key features.

VP OF PRODUCT MARKETING

KEVIN COCHRANE

Acquia helps companies build, manage and optimize digital experiences. As Senior Vice President of Product Marketing, Kevin Cochrane brings more than two decades of experience to the Acquia table. Prior, Kevin was the Chief Marketing Officer, SAP customer experience, where he was responsible for creating SAP’s Customer Experience global marketing team.

HEAD OF ENGINEERING

JAMIE ROBERTS

Transmit.Live is a media broadcasting platform that simplifies live stream distribution and promotion, synchronizing data-driven intelligence to expand viewership and build loyal audiences. As Head of Engineering, Jamie Roberts helps build out Transmit.Live's offering and team.

VP OF PRODUCT

SOCKYUNG 'SOX' HONG

Frame.io, the platform that leading media companies use to streamline their video review and collaboration process with teammates, clients, and a variety of stakeholders. As Head of Design, Bryan Medway helps lead design strategy and execution while growing their design team. Bryan most recently was leading Experience Design for Adobe’s Creative Cloud platform in San Francisco.