Our seasoned team of integration and optimization experts bring both breadth and depth to your portfolio company’s integration and monetization opportunities. Their knowledge and work experience have played a key role in the original design and ongoing improvement of our integration framework and methodology. A well-crafted framework and methodology, consistently applied, assures our success in professionalizing your Portco for scale and growth.
LEADERSHIP
ROB ROSSI
President
Rob has 20 years of experience in technology strategy, integration, project management, and application development. His technology consulting experience spans retail, power utilities, cloud services and healthcare companies. His applied expertise delivers re-engineered workstreams, system integrations, business optimizations and platform migrations focused on accelerating growth and EBIDTA.
SHAD DRIGGS
Chief Financial Officer
With over 30 years of experience leading strategic pricing as an internal or external consultant for Fortune 500 companies, Shad specializes in data-driving decision making who thinks in Excel and speaks in PowerPoint. He has deep experience in financial modeling, strategic planning, transactional analyses, mergers and acquisitions, and elasticity.
INTEGRATIONS
DAN BLACK
Senior Integration Lead
Dan has 35 years of experience in technology, 11 years focused on business process improvement, mergers and acquisition integration, technology leadership and program management. He reduces business challenges to simple, reproducible solutions for ease of enterprise-wide implementation. He has a highly collaborative style in aligning cross-functional resources to achieve project strategies, budgets and schedules.
SHELLY GRIFFITH
Senior Integration Lead
Shelly is an exceptional leader with a record of success in helping organizations thoughtfully plan and execute high-stake, time sensitive projects and business transformations. She has led engagements from strategy through integration to organizational governance, risk management and compliance.
JOHN GABOS
Senior Integration Lead
John has over 30 years of experience using technical advancement as part of business process improvement to deliver impactful solutions. He has delivered both enterprise and consumer facing solutions which have integrated client, supplier and corporate IT systems. John has created his own SaaS products as well as delivered custom solutions for enterprise clients. By focusing on efficiencies at each step of a process, John’s clients have captured millions of dollars of benefit and delivered innovative applications and services to their customers.
NICK MASTALERZ
Business Integration Consultant
Nick is an analytical strategist with a background in finance, commercial real estate, and data analytics. Nick has worked on a range of large-scale projects, from acquisition and disposition of commercial properties to development and implementation of actionable insights to improve organization-wide efficiency and expansion. He is passionate about using his skills in data analytics to uncover insights that drive business value and improve outcomes for his clients.
DATA FORENSICS
RAHUL MONDAL
Business Intelligence Analyst
Meticulous Business Intelligence Analyst highly skilled at using Business Intelligence software to create exceptional communications, visualizations, spreadsheets, and presentations to provide business solutions while meeting diverse administrative needs. Collaborates with cross-functional teams, synthesizes data learnings into a compelling story, and takes complete ownership of reports and their workspaces, including advanced security controls. Experienced in utilizing data transformation tools for deploying and managing complex SQL models on large-scale enterprise cloud solutions. Dedicated to maximizing customer satisfaction and exceeding business objectives with an organized approach and clear, strong communication.
CHRIS MASON
Alteryx Developer
With 25 years of experience working alongside executive teams of Fortune 500 Financial companies, Chris has specialized in Data Engineering and IT Administration. He has spent 7 years focused on process improvement and analytical reporting as a Data Citizen. He excels in developing work streams to quickly access data from multiple sources and create content for fast consumption.
RYAN GARDNER
Data Aggregation and Analysis
Ryan uses his data analysis to provide strategic direction to sales teams on industry opportunities and market insights. He has built automated KPI reporting and dashboarding in Salesforce and Grow and designed and built custom Data Lake and Tableau analytics / visualizations.
EXPERTS
CHRISTOPHER BARNETT
HubSpot SME
A HubSpot Community Champion, Key Advisor, and Expert-Vetted Consultant by Upwork, Christopher is unmatched in the field of HubSpot Configuration. His expertise comes from 7+ years in onboarding and configuring HubSpot accounts to meet client needs in the world of Venture Capitalism, Private Equity, SaaS, Cybersecurity, Real Estate, and more.
MICHAEL MONTAGLIANO
Technology & Systems SME
Michael has over 29 years of experience in Information Technology including cloud, infrastructure, cybersecurity, and compliance assessments and architecture. He has built and led consulting teams for much of his career, designing and implementing business driven solutions. For the past 20 years he has served as CTO, VP of Consulting, and been outsourced as a vCIO and vCISO to several organizations.
NATHAN ROBERTS
Salesforce SME
Nate has over 10 years of experience standing up and managing salesforce for multiple organizations. Whether you are trying to maximize the value from utilizing standard functionality within Salesforce or making it a very customized experience. Nate has helped both large scale and hyper growth organizations to maximize the use of their CRM.
MARC POWELL
Salesforce Architect
Marc brings over 25 years of business and technology consulting experience, including 12 years leading some of the largest global and award-winning Salesforce solutions. Throughout his career, Marc has worked across a wide range of industries, leveraging his business advisory, project management, leadership and technical skills to drive success for customers. Marc’s passion is service delivery and he helps guide Providity service delivery teams by rolling up his sleeves and being hands-on with projects.
COLLIN TOYN
Salesforce SME
Collin Toyn is a highly-skilled Salesforce consultant with years of experience. He has worked with a large variety of companies in multiple industries and has a proven track record of providing exceptional customer service and successful implementation of Salesforce solutions. He is passionate about helping clients make the most out of the Salesforce platform and has a deep understanding of the nuances and complexities of the system. He has an impressive portfolio of successful projects and has an exceptional reputation for helping clients achieve their business goals. Collin is dedicated to staying up-to-date with the latest Salesforce trends and technologies, ensuring that clients always receive the best possible service.
CHASE ZENGER
Customer Success SME
Chase has over 6 years of experience in the new approach to comprehensive Customer Success. After spending 5+ years in PwC’s Finance Effective discipline, he settled into their Customer Impact consulting practice. This experienced ignited his passion for designing customer success solutions.
Chase works with our Salesforce and HubSpot SMEs to tailor CS programs for Risecor’s optimization clients.
JUSTIN SMITH
Zendesk SME
Justin is the Zendesk Subject Matter Expert (SME) at Risecor, overseeing optimizations and implementations. With vast experience working with over 300 brands, his projects involve workflow build outs, custom efficiency solutions, robust analytics in Explore, and best practice consultations. He joined Riser in 2021, leveraging his expertise since 2013. Justin holds a Bachelor of Science in Marketing from the University of South Florida and is a certified Zendesk Admin. He also serves on the board for UC Santa Barbara’s Customer Experience Certificate Program. Past clients include Edmunds, The Bouqs Company, Kings Hawaiian, DUDE Products, and more.
DOUG MOONEY
ConnectWise SME
Doug Mooney is an accomplished IT professional who excels in optimizing business operations within the MSP and IT consulting space. With a wealth of experience spanning various roles across the MSP company structure and armed with an MBA, Doug brings a unique blend of technical expertise and business acumen to address complex IT operational challenges.
Doug’s primary focus revolves around ConnectWise Manage, Automate, Brightgauge, and an extensive range of secondary products that complement these PSA/RMM tools. With a solid foundation in the Windows MCSE/Active Directory realm and a deep understanding of powershell, vbs, and batch scripting, he possesses comprehensive knowledge of IT issues from start to finish, along with the underlying business processes that support them. This holistic perspective fuels his passion and drive for delivering practical and effective solutions.
RYAN SEYMOUR
ConnectWise SME
Ryan is a University of Michigan graduate with 20+ years working with managed service providers and technology companies. He started CW Advisory Group in 2017 and has done over 150 implementations for various MSPs across the country.
Ryan is also a father, a fishing guide in the Great Lakes of Michigan and a part time hockey player on the weekends.
TYLER WARD
Chief Information Security Officer
Nearly 20 years of information technology and cybersecurity experience. Former United States Intelligence Agency asset, U.S. Air Force Cyber-Operations leader, and CISO to multiple private organizations. Tyler has handled nearly 200 data breaches and network compromises and has over 10,000 hours of penetration testing experience. He also specializes in data privacy and regulatory compliance.
NISREEN GHULAM
Business Advisory Services
Finance & Accounting Consultant | Revenue Recognition & Analysis | Business Intelligence & Analytics
- Helping SaaS & Start up Tech Co’s with all things Revenue – Implementation, Analysis, Forecasts & Reporting
- Financial Analysis And Advisory Services using Data Driven Insights
- Financial Systems Implementation – Quickbooks, NetSuite, RevPro, RevStream, SAP RAR
- Establish Best Practices & Benchmarks around the Accounting Cycle
SIMON WHITTLE
Finance ERP SME
With a strong background in corporate accounting Simon has 20 plus years of experience implementing and managing ERP systems. With both financial and technology expertise, he is able to bring the worlds of accounting and IT together in order to drive successful ERP projects. Over his career, Simon has worked with clients across a wide range of industries including manufacturing and distribution, retail, non-profit, professional services, software, and financial services.
VERN BROWN
Accounting CPA
Accounting, bookkeeping, financial statements, business leadership. Over twenty years of managing books and records with success in helping struggling businesses. Filed sales tax returns and payroll tax returns. Presented financial statements to a board of directors. Has experience solving inventory accounting challenges. Has led others to solve problems in recording depreciation and amortization.