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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
/ Your team / Patrice
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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
/ Your team / Carla
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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.
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.
Jessica Fewless
CLIENT PARTNER
/ Your team / Jessica
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Jessica Fewless

CLIENT PARTNER
Prior to joining Inverta, Fewless spent nearly seven years building the ABM practice at Demandbase, (https://www.demandbase.com/), a category-leading ABM software platform. During her time there, she consulted with 100's of companies on their ABM strategies, built a 3-level ABM Certification program which has trained over 5000 marketers to date, and lead the customer experience team.

Jessica has worked at start-ups and big companies alike, spending most of her career in B2B marketing. She took a 5 year detour into non-profit fundraising in the midst of that, where she met her husband!

When she's not talking ABM, she's mountain biking or skiing the mountains of Lake Tahoe where she lives. She's also starting a non-profit in her home town of Truckee, The Green Gyrl Project, to encourage local high school girls to translate their love of the environment into STEM projects to improve the community in which they live, and giving them invaluable leadership skills for college and beyond.
Shelly Kulesza
Client Partner
/ Your team / Shelly
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Shelly Kulesza

Client Partner
Shelly brings over 25 years of strategic marketing experience ranging from team organization, demand generation, content developed, creative services, and event design and management. She is focused on designing multi-touch, integrated campaigns to generate quality leads that drive to successful appointments and ultimately sales wins.

She has hands-on experience in both digital and traditional marketing, along with a track record for building strong collaborations and team work across all levels and functions in an organization. Certified by Demandbase as an ABM expert, she is equipped to help organizations that are just beginning their ABM adventure or need help in scaling their current programs.

Shelly spends as much time as possible traveling and glamping in the family travel trailer! She also loves spending time with her husband, five children, and her favorite (and ONLY) granddaughter!
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.
Bill Rose
SENIOR CONSULTANT
/ Your team / Bill
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Bill Rose

SENIOR CONSULTANT
Bill has spent over 20 years driving strategic demand generation and customer acquisition initiatives for high-growth B2B and B2C companies. His approach to clients is heavily influenced by his experience as a marketing executive and his firsthand understanding of the unique challenges and pressures faced by modern marketers. Today, he leverages this knowledge as a results-oriented, data-driven marketing strategist and consultant. He loves the left brain challenge of breaking down complex business problems and gets energized by the right brain work of visually communicating various paths forward.

Bill's career has given him an opportunity to live all over the US, but he and his wife now call Minneapolis home. They are both explorers at heart and are always looking for new destinations to spark their next road trip adventure.
Dustin Woodul
Senior Consultant
/ Your team / Dustin
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Dustin Woodul

Senior Consultant
Dustin Woodul has built his career working for large B2B global tech companies in a variety of sales and marketing roles. He has spent 11 years of his career focused on driving strategic campaign planning and execution of end to end demand and sales enablement programs, driving revenue growth.

With his direct experience from the client side he has a good understanding of what marketers are challenged with today. He enjoys solving complex problems and leverages data insights to help build out strategies and demand programs.

Dustin was born and raised in Texas. He is a husband and father to 3 wonderful children and prefers to be out at the ranch, at the lake, or anywhere outdoors.
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.
Andrea Frazier
Senior Consultant
Technology
/ Your team / Andrea
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Andrea Frazier

Senior Consultant
Technology
Andrea comes to Inverta with over 10 years of Marketing Automation and Salesforce consulting experience including a breadth of project experience working in both marketing and sales technologies and 6 Salesforce certifications.

A self-described ‘people person’, Andrea thrives off of making personal connections and evaluating clients’ needs from all angles to ensure that solutions delivered not only work, but are truly valuable and make her clients’ lives easier.

Andrea lives in beautiful Charleston, South Carolina with her husband, 2 year old son, and wiener dog. When she’s not busy toddler-wrangling, Andrea enjoys spending time outside and on the beach, scoping out the newest local restaurant or brewery, cooking, and practicing yoga.
Erica Ferraro
DIRECTOR, PROGRAM MANAGEMENT
/ Your team / Erica
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Erica Ferraro

DIRECTOR, PROGRAM MANAGEMENT
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.
Sharon Rook
Senior Program Manager
/ Your team / Sharon
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Sharon Rook

Senior Program Manager
Sharon has over 20 years’ experience working in the technology sector. She has managed a wide array of projects across multiple functions within an organization, from product development, business systems and marketing operations. Her project management skills include participation in key integration of CRM and Marketing automation systems as companies merge to become one. She finds joy in working harmoniously with a team towards a common goal.

Sharon lives in Santa Barbara, California with her husband and children. When not curled up with a book, she is outdoors walking along the beach or riding her bike. She heads back to Chicago annually to spend time with her large family as she is still a midwestern girl at heart.
Sherilyn Senior
Program Manager
/ Your team / Sherilyn
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Sherilyn Senior

Program Manager
Sherilyn spent over eight years managing digital marketing projects prior to joining Inverta.

Early in her career, she honed Marketing Automation and Project Management skills at Citrix where she collaborated cross-functionally to build successful programs that spanned the entire buyer journey and reshaped operational workflows for the marketing team. Her passion for transforming strategic vision into action makes her a valuable partner for our clients.

Once she's satisfied that your projects are on track, you can usually find her exploring the great outdoors with her husband. Sherilyn also enjoys learning to play her Baritone Ukelele, singing, dancing and cooking.
Beth Karn
Program Manager
/ Your team / Beth
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Beth Karn

Program Manager
Beth joins Inverta with 20+ years of media planning, buying, and client management experience handling blue-chip business-to-consumer direct marketing accounts on the agency side.

After a great run at GroupM Direct in New York, preceded by OMD Direct and CPO Direct in Chicago Beth is excited to apply her organization skills, attention to detail, and positive attitude to support the team at Inverta as a Program Manager.

Beth is an oft-humbled mother of three teens. She is an enthusiastic school and library volunteer and supports programs that nurture a love of reading and art appreciation.
Norm Bellisario
GROUP MANAGER, MANAGED SERVICES
/ Your team / Norm
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Norm Bellisario

GROUP MANAGER, MANAGED SERVICES
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.
Gina Goicuria
Managed Services
/ Your team / Gina
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Gina Goicuria

Managed Services
Gina has been helping design solutions to meet customer marketing needs for over 10 years. She is an experienced marketing technologist with a demonstrated history of working in the information technology and services industry.

She is client-focused, results-driven and (just slightly) addicted to martech.

Gina lives in Costa Rica which allows her to enjoy the great outdoors whenever she has some free time. She loves animals and has numerous cats and dogs that keep her company while enjoying her crafting hobbies.
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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