Category Archives: Business: Executives

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Business: Executives

JohnsByrne Company Announces New Senior Account Executive, Jonathan Millen to Expand National Sales Efforts

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JohnsByrne

I was drawn to JohnnsByrne’s world-class comprehensive packaging capabilities.


NILES, Ill. (PRWEB)

JohnsByrne, an industry-leading, award-winning packaging and print solution company, announces the addition of Jonathan Millen as Senior Account Executive for the northeast region.

Millen joins the JohnsByrne team with over 20 years of experience in consumer packaged goods, and business development for specialty products. As the newest addition to the growing east coast business development team, he will be responsible for support and growth of customers in Beauty, Health and Wellness, Spirits, Specialty Gifts, and other priority markets for JohnsByrne.

“We are very excited to have Jonathan on our team. He embodies the passion, experience, and consultative spirit we strive for here at JohnsByrne. He brings a proven track record with helping customers differentiate their brand, spark best-in-class innovative ideas, and fostering long-term customer relationships,” said Pate Gustafson, Executive Vice President of Sales at JohnsByrne.

“Jonathan has a long history of success across business verticals helping customers grow through fresh new innovative concepts based on his creative structural & design background. He brings vast experience from his past that aligns with the JohnsByrne philosophy. We are so excited to welcome him to the JohnsByrne family.”

“I was drawn to JohnnsByrne’s world-class comprehensive packaging capabilities. This allows me to provide turn-key solutions that are all manufactured here in the U.S. That really excites me, it allows me to creatively solve customer challenges and bring maximum value to our clients,” said Millen.

About JohnsByrne

Celebrating its 60th year of operations, JohnsByrne Company is a custom packaging and print solutions provider catering to major brands in health & beauty, spirits, consumer products, technology, and cannabis. With a culture built around innovation, quality, design and speed, their offerings span folding cartons, luxury packaging, specialty packaging and high impact direct mail. To learn more about these and other services, visit http://www.johnsbyrne.com/.

Media Contact: Scott Ginnett, JohnsByrne, (847) 583-3100,

Scott.Ginnett@johnsbyrne.com

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Business: Executives

Bridgepoint Consulting Promotes Veronica Torres-Martinez To Director

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Veronica Torres-Martinez

As an employee, I feel supported by all levels of the business and have seen firsthand how we invest and grow leadership internally.


HOUSTON (PRWEB)

Bridgepoint Consulting, an Addison Group company and a leading management consulting firm that helps organizations drive innovation and successful business transformations, today announced it has promoted Veronica Torres-Martinez to Director in the Houston market.

In her new role, Torres-Martinez will help propel the company’s growth strategy and rich network of high-quality consultants in the Houston market alongside Ross Goolsby. Together, they will provide a broad array of services including post-acquisition integration, business process improvement, data analytics, technical accounting, systems implementation & integration and revenue recognition, to help middle-market organizations achieve optimal scalability and operational efficiency.

Prior to her new role, Torres-Martinez was a Senior Consultant at Bridgepoint where she worked with clients to implement holistic technology solutions to improve their operations. As a Bridgepoint employee for nearly five years, she is familiar with the firm’s core values and her promotion upholds Bridgepoint’s desire to grow strong leaders from within.

“At Bridgepoint, our focus has been on growth and innovation for both our own firm and our clients, so they can remain competitive in today’s evolving digital economy,” said Manuel Azuara, Principal of Bridgepoint Consulting. “With our newest office opening in Denver this summer as well as expansions across Texas in the past years, our growth is evident, and we plan to elevate our potential even further in the future. With Veronica as the new Director in Houston, we’re laying the foundation to ensure this growth continues. We’re eager for her to start her new position and are looking forward to what’s in store for 2020.”

Bridgepoint has marked the last 20 years with growth that spans acquisitions, industry vertical service offerings and geographic expansion. Throughout that time, the firm has served more than 2,500 clients and built a strong culture that prioritizes the learning and development of its employees. By giving employees access to different practice areas and industries, Bridgepoint has built a reputation for having a depth of knowledge in financial operations and, when combined with its full scope of technology expertise, helps organizations create holistic, long-term and scalable solutions.

“Bridgepoint has built a collaborative and trusting environment with very talented individuals,” said Torres-Martinez. “As an employee, I feel supported by all levels of the business and have seen firsthand how we invest and grow leadership internally. I’m excited to work with such a talented team in Houston to maintain our unique culture and to continue to deliver leading-edge solutions to help our clients transform their operations and amplify growth.”

About Bridgepoint Consulting

Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that helps organizations throughout their business lifecycle. Offering a broad range of finance, technology and risk/compliance services, Bridgepoint supports clients from the startup phase all the way to IPO readiness and beyond. Since 1999, the firm has been helping executives and management teams reduce their business and operational risks, bridge resource gaps and improve overall performance. Whether an organization needs interim expertise to improve infrastructure and processes, or strategic management of a major transition or transaction, Bridgepoint’s team of over 170 industry leaders is able to provide the critical support needed to ensure success. The firm is headquartered in Austin, with offices in Dallas and Houston and the capability to deliver solutions across the US. To learn more about Bridgepoint Consulting and how it can help serve your organization, please visit https://bridgepointconsulting.com.

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Business: Executives

Bluewater Agency Announces Promotion of Adam Warfield to Vice President of Sales and Strategic Partnerships

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“His new leadership role will build a team that drives revenue for the company in years to come,” – Andy Latimer CEO Bluewater


CLEARWATER, Fla. (PRWEB)

Bluewater Agency announced today its CEO and founder, Andy Latimer, has promoted Adam Warfield to the new position of Vice President of Sales and Strategic Partnerships.

Adam has over 11 years of experience in the world of direct response marketing and eight years in international sales and marketing. Previously he held positions at Infusion Brands, Home Shopping Express and Oak Lawn Marketing before coming over to Bluewater Media as International Marketing Director in January 2018. Adam is a Florida native and currently calls Spain his home.

“I have full confidence that Adam will continue in the success he has shown over the last year and his new leadership role will build a team that drives revenue for the company in years to come,” Latimer said. “He has shown his strength as a leader and a critical thinker in developing the businesses of Bluewater.”

His dedication and drive have shown his commitment to a larger role in the company. In addition, he will continue to retain his previous role as the International Marketing Director but now all sales efforts will be channeled through his team.

ABOUT BLUEWATER:

Bluewater is a converged advertising and marketing agency that utilizes digital and broadcast creative, media strategy and transactional e-commerce to introduce products to market and build lasting brand awareness. Bluewater was the first end-to-end, fully digital, tapeless studio in the state of Florida. Its digital division provides social media, digital production, digital advertising, and turnkey solutions to maximize product visibility and sales on consumer websites, Amazon and other marketplaces, including handling all aspects of inventory, marketing, and the sales process. Through Bluewater’s proprietary ReadyShop platform, influencers are able to monetize their traffic through the sale of over 5,000 products from some of the best brands in the world. In just five minutes, a blog can have a fully integrated curated e-commerce store. Visit https://bluewater.tv for more information.

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Business: Executives

Syniti Welcomes Industry Veteran & Data Thought Leader Chris Knerr as Chief Digital Officer

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Syniti formerly BackOffice Associates

Kevin Campbell, Syniti CEO said, “Chris is a powerhouse whose proven success, background and experience will help accelerate our data strategy and analytics organization and offerings. He will be a critical strategic growth driver for the organization.”


BOSTON (PRWEB)

Syniti, formerly BackOffice Associates, today announced that industry veteran and data thought leader Chris Knerr, CEO and co-founder of Mareana, has been named Syniti’s Chief Digital Officer.

As Syniti scales in growth, Chris will lead the expansion of Syniti’s Data Strategy practice and Unstructured Data/Analytics offerings globally — both serve as key strategic elements of Syniti’s global strategy.

“I am thrilled to be joining Syniti at this critical inflection point in our growth,” said Chris Knerr, Chief Digital Officer. “We have an incredible opportunity to bring even more value to our customers in their Data Journey through strategy, analytics, and an industry-leading, holistic approach to Data. A robust Digital Strategy depends on Data Strategy and execution, and we’re uniquely positioned through our world-class software and services to deliver on that business value.”

Kevin Campbell, Syniti CEO said, “Chris is a powerhouse whose proven success, background and experience will help accelerate our data strategy and analytics organization and offerings. He brings a unique, holistic perspective to data-focused business transformation. As a former Fortune 50 Client Executive Sponsor for large-scale data migrations at Johnson & Johnson, as well as a Syniti alliance partner who has co-sold significant Syniti software and services, he will be a critical strategic growth driver for the organization.”

Most recently, Chris was CEO of Mareana, a high-growth enterprise software tech start-up and management consulting company, which he founded to help clients monetize unstructured data and improve business analytics outcomes using AI and machine learning.

Prior to founding Mareana, Chris was a senior leader at Johnson & Johnson and led strategy, governance, and execution for a massive global portfolio of technology-enabled enterprise programs across the Consumer, Med Device and Pharma businesses, including a high investment 10-year SAP transformation, as well as Johnson & Johnson’s largest commercial contracting transformation. As a transformational leader, Chris also helped established Centers of Excellence for Enterprise Master Data Management, Global Supply Chain, Global Finance, North America Distribution & Customer Service, and North America Commercial Contracting.

He holds a BA in Philosophy from Columbia University and an MBA from Cornell University. Chris serves on the boards of several tech companies and non-profits, and guest lectures at Cornell University’s Johnson Graduate School of Management.

About Syniti

Syniti, formerly BackOffice Associates, was founded in 1996 to solve business’ complex data challenges, bringing synergy between data and business, delivering confidence and progress along clients’ business transformation journey. Through a combination of unique data expertise, services, and intelligent software leveraging artificial intelligence and machine learning, we help clients manage their data journey from data conversion to data quality, data archival and replication, master data management, analytics, information governance, and data strategy. Syniti is a portfolio company of private equity firm BridgeGrowth Partners LLC.

http://www.syniti.com

@syniti

@synitidata

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Business: Executives

Mercer Advisors Elevates Regional Director to Senior Management Role

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In the new, Managing Director role, Combs will now oversee Mercer Advisors’ rapidly growing businesses in Boulder and Denver, CO as well as for the Chicago, IL and Omaha, NE offices.


DENVER (PRWEB)

Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced the promotion of Laura Combs, CFP® to Managing Director with responsibility for Mercer’s offices in the Central part of the U.S. With the promotion and expansion of responsibilities, Combs will also become a member of Mercer Advisors’ Senior Leadership Team.

Combs has been with Mercer Advisors for over a decade and has held multiple positions in the organization focused on serving clients and their wealth management needs. In the new, Managing Director role, Combs will now oversee Mercer Advisors’ rapidly growing businesses in Boulder and Denver, CO as well as for the Chicago, IL and Omaha, NE offices.

“Laura has distinguished herself as an advisor and experienced leader with a passion for serving clients and helping them find their path to Economic Freedom™,” said Dave Welling, CEO for Mercer Advisors. “Her dedication and commitment to helping clients succeed as well as her approach to developing fellow team members is a perfect combination of skills that will help us to continue to grow our business here in our home state of Colorado, as well as in the greater Midwest.”

Combs serves on the executive steering committee for Mercer Advisors’ award-winning InvestHERs women’s initiative, which focuses on becoming the wealth management firm of choice for women advisors and clients. Combs has also been recently recognized by the Thrive Awards as one of the fastest growing financial advisors in the country.

Combs began her career in the investment management industry in 2008. Her financial advisor experience includes the diverse elements of financial planning and investment management by helping clients achieve their short- and long-term goals, and navigate life changing events with confidence and clarity. A member of Mercer Advisors Investment Committee, Combs provides investment analysis and helps with manager selection for Mercer Advisors’ clients. Combs graduate from Wheaton College with a degree in Communications and a minor in Spanish.

About Mercer Advisors

Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $18 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 400 employees, and operates nationally through 47 offices across the country. For more information, visit http://www.merceradvisors.com.

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Business: Executives

i3, LLC Announces New COO, Expands Leadership Team with New Development Positions

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Mason Hamrick has been named COO of i3, LLC

Mason Hamrick has been named COO of i3, LLC

“Perfecting what works has allowed i3 to steadily refine our services and evolve our methodologies and deliverables. We now look to more aggressive growth with the right people in the best positions to serve our developing client base. Mason is the right operations leader for i3 going forward.”


COLUMBIA, S.C. (PRWEB)

i3, LLC., a select private asset management and family CFO services firm, today announced the appointment of Mason Hamrick as Chief Operating Officer, and the addition of two supporting leadership positions. Joining Hamrick are Tom Wood in the role of Client Leadership Development and Fisher Easterling in Business Development.

Reporting directly to CEO Kevin Heaton, Hamrick will oversee the day-to-day administrative and operational functions of i3 with a focus on the full integration of i3’s proprietary suite of real estate accounting and asset management platform services, unique to the private asset management and family office services industry.

These changes set the stage for significant growth for i3, as robust reporting and complex data analysis remains top of mind for family offices and their family businesses and foundations. Hamrick has been an insightful leader in i3’s development and implementation of innovative reporting and client support services and brings a hands-on perspective to best-of-class asset management approaches.

“i3 is proud to have grown its private asset management and family CFO services business over the past twelve years solely through client referral,” said CEO Heaton. “Perfecting what works has allowed i3 to steadily refine our services and evolve our methodologies and deliverables. We now look to more aggressive growth with the right people in the best positions to serve our developing client base. Mason is the right operations leader for i3 going forward.”

The positions of COO, Leadership Development and Business Development are first-time roles for the company, further indicative of its sustained success and commitment to the future.

“I am thrilled to accept this senior leadership role at i3,” said Hamrick. “I take great satisfaction in delivering superior results to our clients, and to our internal team. The next phase of growth is on the horizon, and we’re well-positioned to accelerate into the future. The team we’ve assembled is diverse and seasoned, and we’re looking forward to further elevating i3 and its services.”

To learn more about i3 and its services, please visit: http://i3resources.com

About i3

i3 is a boutique private asset management firm providing high net worth families, closely-held companies and private institutions access to relevant information, the infrastructure to acquire and manage assets, and investment options that allow the preservation and continued re-investment of capital.

Media Contact

Karen Masullo

CMO

i3

karen.masullo@i3resources.com

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Business: Executives

Pacific Workplaces Opens Another Location in Greater Sacramento

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ROSEVILLE, Calif. (PRWEB)

Pacific Workplaces is set to open its newest location in Roseville, California. As the largest city in Placer County, Roseville adjoins the Sacramento metropolitan area. This flexible office location will be known as ‘Pacific Workplaces Roseville.’

Pacific Workplaces Roseville is located in the Douglas Corporate Center on the eastern side of Roseville, on Douglas Blvd. It is easily accessible from Greater Roseville, Granite Bay, Folsom and Rocklin. Interstate 80 runs through Roseville, also giving you direct access to downtown Sacramento. State Route 65 runs through the northern edge of the city providing easy access to the city of Lincoln as well.

Laurent Dhollande, CEO of Pacific Workplaces said, “The whole Hwy 80 corridor, from Sacramento all the way to Reno, has been one of the most interesting growth areas in the country. It was important for Pacific Workplaces to establish a location there, particularly when so many companies from the Bay Area are considering Roseville as an option in their quest for more affordable housing and improved quality of life for their employees. Lake Tahoe is only 90 minutes away!”

Tracy Wilson, Managing Partner in charge of the Sacramento area added: “We have looked for space in Roseville for quite some time, but could not pull the trigger for one reason or another until we found this building.” Perfectly located at 2999 Douglas Boulevard, Pacific Workplaces Roseville has beautiful updated offices, meeting rooms, and a spacious coworking and lounge area. The newly renovated Douglas Corporate Center is in a quiet, shaded business park and boasts free parking, an on-site fitness center with built-in filtered water dispensers, a café in the building lobby, and is surrounded by dozens of restaurants and shopping centers. To learn more about office space, virtual office plans, coworking memberships and meeting rooms at our new Roseville location, visit https://pacificworkplaces.com/locations/roseville-office-space/

About Pacific Workplaces

Pacific Workplaces (PAC for short) are great flexible offices and coworking places, with a wide range of part-time and full-time furnished office spaces including virtual offices, private offices, open coworking and mini-suites, in a shared infrastructure environment, with curated communities that maximize networking opportunities and serendipity. Members have access to meeting rooms, coworking areas, business lounges, VoIP telephony, phone answering services, IT support, admin support, an online legal library, and preferential access to a network of nearly 1,000 touchdown locations worldwide, under a pay-per-need hosted model PAC refers to as Workplace-as-a-Service. Most of the PAC centers are located in Northern California and all are operated by PBC Management LLC under the Pacific Workplaces, Enerspace Coworking, and NextSpace brands.

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Business: Executives

Netrush Names Industry Veteran Tim Hershey as Chief Retail Officer

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Tim Hershey’s experience and industry knowledge will help us further accelerate the performance of our partners and stay ahead of the curve in the ever-changing retail landscape.


VANCOUVER, Wash. (PRWEB)

In response to continued growth and innovation in the e-commerce space, Netrush has announced the addition of Tim Hershey to the executive leadership team as the company’s Chief Retail Officer.

“Our retail operations are essential to how we help our partners win on Amazon and e-commerce,” said Netrush CEO Brian Gonsalves. “It’s humbling to watch the Netrush team grow to where we are today. Tim Hershey’s experience and industry knowledge will help us further accelerate the performance of our partners and stay ahead of the curve in the ever-changing retail landscape.”

Hershey has over 25 years of experience working with high-profile brands including Nike, Gucci, and Gap.

As Chief Retail Officer, Hershey will support the organization by driving mutually profitable, sustainable growth for Netrush and its premium partners. He’ll also be sharply focused on the growth and development of the company’s high-performing brand management and sales teams.

“Our brand partners already have the amazing product,” said Hershey. “When you take that and combine it with our expertise, there’s no end to the potential of what we can do. I’m excited to add my experience and knowledge to an already winning team.”

Netrush is an online retailer that partners with premium brands to provide the teams, technology, strategy, and infrastructure needed to thrive on Amazon and other e-commerce platforms. With headquarters in Vancouver, Washington, and processing facilities in Kentucky and Canada, Netrush provides a full suite of capabilities ranging from supply chain to creative services that make brands stand out across the shopping journey. For more information, visit http://www.netrush.com.

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Business: Executives

Toomey Chosen to Lead BKD Wealth Advisors After Thurman Announces Retirement Plans

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“I can’t say enough about the job Jack has done in developing the BKDWA practice, and we’ll miss his presence and charisma greatly. I look forward to seeing Steve continue growing as a firm leader as he forges ahead,” BKD CEO Ted Dickman said.


SPRINGFIELD, Mo. (PRWEB)

BKD CPAs & Advisors has selected Steve Toomey as the next managing partner of BKD Wealth Advisors, LLC (BKDWA), a subsidiary of BKD that provides investment oversight, wealth management and family office services to high-net-worth families and corporations. Toomey will succeed Jack Thurman, who has provided wealth management services since 1986.

Toomey will start his new position effective June 1, 2020, with Thurman’s planned retirement on May 31, 2021. During his final year, Thurman will focus on developing several significant client opportunities, including the critical transition planning of these relationships, allowing Toomey to effectively take the reins of BKDWA.

“I can’t say enough about the job Jack has done in developing the BKDWA practice, and we’ll miss his presence and charisma greatly. I look forward to seeing Steve continue growing as a firm leader as he forges ahead,” BKD CEO Ted Dickman said.

Thurman will work closely with Toomey to help ensure a unified approach to supporting clients and serving their needs. A strong succession plan is key to helping clients with upward mobility and continued success.

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Business: Executives

Following A Year of Tremendous Momentum and Growth, LineSlip Solutions Adds Industry Veteran to Executive Team

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NEW YORK (PRWEB)

LineSlip Solutions, the SaaS company at the heart of the commercial insurance industry’s digital transformation, today announces that Lee Stevenson has joined the company as President. In his new role, Lee will drive sales and support the company’s rapid and continued growth. Stevenson joins the company after spending 25 years at Marsh, most recently as a Managing Director and Operations & Technology Leader for the US and Canada.

“Having Lee Stevenson join LineSlip Solutions is a huge win for the company and represents the first time a senior executive has left a commercial insurance broker for an InsurTech company,” says Leo Bernstein, LineSlip’s Founder and CEO. “His deep industry knowledge, relationships and understanding of our customers’ needs is a game changer for LineSlip. I am looking forward to working with him to develop and deploy software solutions that help brokers, carriers and insureds save time and money by automating manual processes and leveraging the data that is collected during the risk marketing process.”

Lee joins LineSlip Solutions following a year of incredible growth for the New York-based SaaS company. Revenue has grown over 300% year over year and several of the world’s largest commercial insurance brokers and insureds are using the LineSlip Platform. And, 2020 promises to be another year of growth as LineSlip introduces Insights, a game-changing platform for brokers, risk managers and insurance carriers. LineSlip Insight is a SaaS solution that allows brokers and insureds to easily access a consolidated view of their insurance data in order to analyze trends and make smarter business decisions. The solution was met with tremendous excitement at December’s RIMS Risktech Forum.

“There is a growing sense of urgency for digital transformation in the commercial insurance industry,” said Stevenson. “I look forward to helping our customers benefit from the power of modern SaaS for automation and data insights.”

ABOUT LINESLIP SOLUTIONS:

LineSlip Solutions was founded in 2016 by entrepreneurs with over 40 years of commercial insurance experience as brokers, producers, underwriters and executives. Purpose-built for the commercial insurance industry, we have created a framework that uses Natural Language Processing to automatically extract and structure data previously locked in quotes, proposals and other insurance documents. Using that framework, LineSlip Markets allows brokers to easily generate proposals and present quote comparisons while collecting, analyzing and using the data generated in the marketing process to make smarter, more timely business decisions that affect the bottom line. LineSlip Solutions is based in New York City and is actively working with some of the leading brokerage firms in the country.

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