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Making Good

Strategy Happen

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
/ Your team / Kathy
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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
/ Your team / Bill
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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
/ Your team / Ashley
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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
/ Your team / Mali
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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
/ Your team / Ann
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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
/ Your team / Mia
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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.
Kendra Hathway
CLIENT PARTNER
/ Your team / Kendra
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Kendra Hathway

CLIENT PARTNER
With a diverse marketing background in both B2B and B2C industries, Kendra has 20 years experience in driving marketing and demand generation programs for small businesses to Fortune 500 global enterprises. Having been in both client and consulting roles, Kendra has implemented successful demand generation programs through the right mix of lead nurturing strategy, content planning and lead management process.

Kendra’s passion lies in cultivating relationships and coaching individuals to success. She believes that anything worth doing is worth measuring to demonstrate results.

While she loves guiding clients through uncharted territory, Kendra equally seeks adventure outside of the workplace. A perpetual explorer and avid outdoorswoman, she can typically be found traveling, camping or hiking the North Georgia mountains with her senior rescue pup.
Danielle Contreras
SENIOR CONSULTANT
/ Your team / Danielle
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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.
Catina Martinez
SENIOR CONSULTANT
/ Your team / Catina
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Catina Martinez

SENIOR CONSULTANT
Cat has spent the past 12 years leading B2B demand generation efforts as both a consultant and leader in digital marketing. For the past three years, she has immersed herself in becoming an ABM expert - building and implementing strategies that have driven measurable impact and growth. She enjoys architecting campaigns and geeking out on operations and reporting.

Cat lives in Utah, and can be often be found camping in the desert, hiking in the foothills, or at home cooking large traditional Mexican dinners for her family.
Marcia Trask
SENIOR CONSULTANT
/ Your team / Marcia
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Marcia Trask

SENIOR CONSULTANT
A serial marketer, Marcia has over 25 years of experience in the technology industry. Her areas of expertise include strategic marketing planning and investment, campaign development, performance measurement, marketing technology, business transformation, and marketing and sales alignment/enablement. Marcia has worked across several functional marketing disciplines, as well as in product and sales operations and enablement.

Prior to joining Inverta, Marcia held research and consulting roles at SiriusDecisions for the Marketing Executive Advisory and Marketing Operations Strategies services. She has also held senior marketing roles at Workday, New Relic, Juniper Networks, Adobe Systems and PeopleSoft. In these roles, Marcia has driven large-scale marketing automation implementations, managed annual planning and budgeting, marketing M&A integration, campaign creation, and dashboard development. Marcia received both a BS in public relations and marketing and an MBA from San Jose State University.

When not working, Marcia is unpacking boxes and settling into her new home. A Bay Area/California native, she and her partner of 24 years, Paul Hightower, just relocated to a new home in the lovely town of Gig Harbor, WA. Once settled, she anticipates participating in fun activities such as hiking the Olympic Peninsula, trying out new restaurants, visiting museums and music venues, investigating local book and sailing clubs, Eastern WA wine tasting and landscaping the new yard. She and Paul share their home with their extremely entitled cat, Shadow.
Alden Dale
SENIOR CONSULTANT
TECHNOLOGY
/ Your team / Alden
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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 five children in the Pacific Northwest.
Erica Ferraro
SENIOR PROGRAM MANAGER
/ Your team / Erica
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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.
Lisa Albright
SENIOR PROGRAM MANAGER
/ Your team / Lisa
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Lisa Albright

SENIOR PROGRAM MANAGER
Lisa has over 20 years of experience working for NCR and Teradata in Marketing, Sales Operations, Strategy and Communications.

Prior to joining Inverta, Lisa helped drive implementations of multiple CRM and marketing automation platforms, as well as lead management processes. Lisa currently serves as one of Inverta’s senior program managers, helping clients efficiently and effectively execute their digital marketing strategies. Lisa received her undergraduate business degree from Miami University, and her MBA from the University of Michigan.

Lisa lives in Dayton, Ohio, with Abbie and Emily, her 14 and 11 year old daughters; Mark, her husband of 18 years; and Trip, their 6 year old rescue pup. In her spare time, Lisa loves relaxing with family and friends, reading, and boating.
Norm Bellisario
SENIOR PROGRAM MANAGER
/ Your team / Norm
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Norm Bellisario

SENIOR PROGRAM MANAGER
With over 20 years of experience managing professional services in a number of agency settings, Norm has spent his career delivering excellence to satisfied clients all over the world.

Prior to joining Inverta, Norm designed and managed marketing and online initiatives for Motorola, Disney Online, CNN, NASA (Americas), Bandai Enterprises, Sony (APAC), Volvo and Eli Lilly (EMEA). Bringing his strong marketing background and management experience to Inverta, Norm is responsible for all operations.

In his spare time, Norm can be found at Disney World.
JP Rinylo
Director of Sales, East
Katie Knauss
Director of Sales, West
/ Your team / Katie
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Katie Knauss

Director of Sales, West
Katie has over 15 years of experience working in Marketing & Sales at Starbucks, Amazon, SiriusDecisions and IBM.

In addition to her love of B2B marketing, Katie also has a background in counseling and has earned the nickname, "the office therapist." Katie obtained her undergraduate degree at Boston College, but returned home to Seattle shortly after, most because she missed the rain (and the coffee!)

Katie lives with her husband, her chatty 3 yr old daughter, and just recently welcomed a new baby boy. When she isn't listening to true crime podcasts or reading library books (Katie has a deep love for library books) she is taking their Newfoundland dog on walks around the park and drinking giant cups of coffee.

Ok, sometimes there is wine in that coffee cup but we're all friends here!
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

Let's kick things off

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).

Making Good

Strategy Happen










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© Inverta 2020

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