YOUR TEAM

We’ve walked more than a mile in your shoes.

Every member of our team has both client-side and consulting experience with a combined portfolio that tops out at over 500 clients. Our backgrounds range from senior positions in strategy and planning to marketing operations. Combine that with a healthy appetite for problem solving and the need to deliver world-class results – and brilliant things happen

Here are the key players

Patrice Greene
PRESIDENT and CEO
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Patrice Greene

PRESIDENT and CEO
Patrice has dedicated her career to helping marketing organizations adapt to the rapidly evolving martech landscape.  She began her career with roles in both sales and marketing, and became an early adopter of marketing automation. Year after year, marketing executives expressed to her the need to find skills that could connect the dots between strategy and implementation. In 2015, she assembled a team of experts and co-founded Inverta with that mission in mind.

When she’s not out crusading for actionable strategy, Patrice can be found in a yoga studio, on a golf course, or hosting family and friends with yummy food and spirited cocktails by her pool.
Kathy Macchi
SENIOR CLIENT PARTNER
INVERTA PARTNER
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Kathy Macchi

SENIOR CLIENT PARTNER
INVERTA PARTNER
Kathy considers herself a long-time survivor of the technology industry, bringing over 25 years of sales, marketing and IT experience to her role as Vice President of Consulting at Inverta.

Kathy takes a no-nonsense approach to the role of digital skills, processes and tools in today’s complex sale, and her expertise has supported the digital transformations of enterprises such as Citrix, Microsoft, and HP. Additionally, she’s one of the foremost authorities in account-based marketing. Certified by ITSMA as an ABM practitioner in 2007, Kathy has conducted numerous ABM workshops, webinars, and training sessions, and supported the ABM efforts of over one hundred organizations.

When Kathy isn’t traveling the world, she enjoys a top-shelf vegetarian breakfast taco at her home in Austin, TX.
Carla Wilson
EXECUTIVE ASSISTANT
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Carla Wilson

EXECUTIVE ASSISTANT
Carla Wilson manages administrative support for the Inverta team and is a member of Inverta’s accounting team. Carla enjoys yoga and cooking. She hosts a monthly live storytelling event called Lancaster Story Slam and produces its podcast. Carla lives in beautiful Lancaster County, PA, with her husband, David.
Bill Warrin
CHIEF FINANCIAL OFFICER
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Bill Warrin

CHIEF FINANCIAL OFFICER
Bill Warrin is Inverta’s Chief Financial Officer. With over 20 years’ experience, Bill has in-depth knowledge of all internal financial functions including controllership, budgeting, strategic planning, month-end close, financial statement reporting, financial/business/operations analysis, systems development and audit. Bill lives in Delaware County, PA with his wife Cathy, and daughters Caroline and Cristina. He enjoys playing golf.
Ashley Shailer
VICE PRESIDENT,
MARKETING
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Ashley Shailer

VICE PRESIDENT,
MARKETING
Ashley has spent more than ten years designing and implementing world-class demand creation and lead management strategies that leverage the latest in marketing technology. She’s held client-side and analyst roles in marketing systems and marketing operations, and consulting roles that leverage her unique expertise in lead nurturing, account-based plays, content, messaging, and social media strategy for more than 40 clients.

In her spare time, she can be found enjoying a good super hero movie, a solid single malt, and dessert (not necessarily in that order).
Mali Dvir
VICE PRESIDENT,
CLIENT SERVICES
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Mali Dvir

VICE PRESIDENT,
CLIENT SERVICES
Mali has spent more than 12 years in B2B marketing, holding roles in account and project management, sales support, and technical implementation consulting. This confluence of roles has given Mali
unprecedented experience and empathy when she delivers martech and activation advisory. While Mali enjoys all facets of marketing, she’s especially excited to see customers see their strategy come to life by leveraging the best that marketing technology has to offer.

In addition to being the best and brightest in martech advisory, Mali is fluent in 3 languages and makes a terrific guacamole.
Ann Roskey
CLIENT PARTNER
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Ann Roskey

CLIENT PARTNER
Ann is a veteran Marketing practitioner with over 25 years’ experience at startups in publishing and digital media. Her background is rooted in real world experience implementing marketing automation and related marketing technologies to generate revenue. For the past five years, Ann has leveraged her expertise in lead generation, metrics-driven planning, and performance optimization for over 50 clients across multiple industries, verticals, and channel environments.

Ann lives in historic Portsmouth, NH where she can often be found running along the coastline or entertaining friends on her rooftop deck.
Mia Erichson
CLIENT PARTNER
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Mia Erichson

CLIENT PARTNER
Mia is a full-stack marketer, having worked across a unique range of marketing disciplines. Her experience ranges from start-ups to Fortune 100 companies, B2B and direct to consumers. Her roles: Brand Management, Product Management, Corporate Marketing, Demand Generation, and Customer Experience. As VP of Marketing and CMO, Mia grew market share and delivered earnings. She achieved that conceiving creative marketing programs, strategic acquisitions and managing investor relations.

Mia thrives in integrating her extensive marketing toolset to create strategy while maintaining her ability to deliver execution. Her view includes the entire customer lifecycle - brand creation, attraction, acquisition and retention of customers.

Mia's last 15 years focused on data-driven digital marketing programs. She is a perceptive collaborator and uses both quantitative and qualitative data, marketing technologies and a strong measure of common sense to foster revenue and organizational growth —in-house and in consulting relationships.

Mia lives in Austin, TX. She spends her spare time exploring the city’s eclectic art, music and culinary scenes and entertaining visiting family and friends.
Danielle Contreras
SENIOR CONSULTANT
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Danielle Contreras

SENIOR CONSULTANT
Danielle Contreras has built her career in the Bay Area working for global tech companies. She started 15 years ago working for Public Relations firms driving product launches, managing media partnerships and planning events. Danielle spent about a year managing the entire sales cycle before her career in marketing began. This experience led to the development of her Salesforce and Marketing Automation skills and helped her understand the importance of developing data driven programs that span the entire customer lifecycle.

She has garnered a reputation of being a passionate customer-centric and results oriented marketer and has extensive experience balancing strategy development and tactical execution to drive end to end, integrated programs that result in significant revenue and efficiency gains.

Danielle is always busy doing something outdoors but she tries to spend as much time as she can “relaxing” at her home in Pacifica, CA with her husband, three children, two dogs and three chickens.
Alden Dale
SENIOR CONSULTANT
TECHNOLOGY
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Alden Dale

SENIOR CONSULTANT
TECHNOLOGY
Alden is a can-do innovator who combines his knowledge of marketing with technical skills and an enthusiasm for applied-math to create best-in-class campaigns and solutions. He brings many years of experience in both client-side and consulting roles to bear on the tough marketing questions that many companies face. He excels at ascertaining clients needs, timelines, budgets, and systems to create custom marketing strategies.

Outside of work, he enjoys riding bicycles and spending time with his wife and four children in the Pacific Northwest.
Erica Ferraro
SENIOR PROGRAM MANAGER
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Erica Ferraro

SENIOR PROGRAM MANAGER
A self-proclaimed process guru, Erica brings over seven years of experience in the management of sales and marketing operations to her position of Senior Program Manager at Inverta. Prior to joining Inverta, Erica held positions at both EDM and DemandGen where she focused on CRM maintenance and internal processes related to client management, as well as sales analysis and forecasting.

Erica prioritizes cross-departmental collaboration, and remains hyper-focused on the seamless management and execution of initiatives across Inverta’s diverse client roster. When she’s not focused on keeping everybody in line, Erica loves yoga as well as food, wine and travel, and spending time with her husband and daughter.
JP Rinylo
Director of Sales
We partnered with Kathy from Inverta to help optimize our digital marketing efforts, and she brought best practices from previous implementations to ensure we were successful within the first 60 days. She and her colleagues at Inverta are strategic partners who can dive deep, address implementation questions, and demand results.

Shanta Kohli

Vice President, Corporate Marketing

Client

The Problem

Nimble Storage needed to integrate demand generation technologies to scale pipeline and revenue. While their marketing operations team had already secured tools to support their hygiene and analytics needs, they needed additional vendor recommendations for the delivery of buyer intent data, and the optimization of search and lead capture.

Technology

Marketo, Salesforce.com, Integrate, Prelytix/Bombora, Leadspace, Brightfunnel, LookBookHQ

Results

Inverta worked with the Nimble marketing team to help create a marketing architecture that ensured all digital channels were optimized for demand generation, reporting, and analytics.

Like what you see?

If you know your marketing could be performing a whole lot better but need an outside perspective with a plan and the expertise to get it done

Give us a ring: 866-780-5955

There’s no substitute for conversation! If you prefer to talk things over, we’d love to hear from you.

Or you could mail us:

But marketing moves fast and we wouldn’t want you to miss out, so
it’s probably better to call or email – (unless you’re testing out a new dimensional mailer).

© Inverta 2019

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