Your team – Inverta

Patrice Greene

PRESIDENT and CEO

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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

Executive Vice President
Consulting Services

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Executive Vice President
Consulting Services

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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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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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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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).

Kristin McCluskey

Marketing Manager

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Marketing Manager

Kristin brings fresh experience to Inverta, having spent her recent years working in both digital and traditional marketing in the San Francisco Bay Area. She specializes in customer acquisition, web development, social media strategy and content creation. A Certified Digital Marketing Professional (PCM®) with dual experience in events and public relations, she exudes confidence both in front of and behind the screen.

Motivated by tangible success, Kristin helps clients bring multichannel program strategies to life with high trajectory results. Creativity and innovative thinking are always at the forefront.

Raised in a small town within the Sierra Nevada Mountains of Northern California, and currently based on the South Coast in San Diego, Kristin is a true California girl through and through. In her free time, she enjoys traveling and exploring nature, seeking inspiration wherever she goes.

Mali Dvir

VICE PRESIDENT,
CLIENT SERVICES

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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.

Melissa Coleman

Operations Manager

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Operations Manager

Prior to joining Inverta as the Operations Manager, Melissa worked in the educational and non-profit sectors, the insurance industry and B2B consulting, where she helped clients align their marketing and sales processes. Melissa loves looking at the data, finding the patterns, and using this information to improve processes that help clients and internal partners work more efficiently.

In her spare time, Melissa can be found coaching youth soccer, participating in a cycling or tri event, baking with her kids or traveling with her family.

Ann Roskey

CLIENT PARTNER

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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

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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

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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

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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!

Marianne Rocco

Client Partner

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Client Partner

Marketing is never done – it’s about relentless iteration and optimization, whether it’s the message, product, audience or process which is why it's so rewarding to work with clients to develop actionable strategies to everyday and challenging marketing problems. I’ve been a full-stack, lifecycle B2B marketer for twenty years crafting marketing strategies and customer-centric narratives for startups, mid-market and enterprise companies. I’m both a storyteller and a hands-on marketer and offer expertise spanning endpoint, software and SaaS models across a variety of industries including software, edtech, video, media, security/surveillance, adtech and telecom/cable.

Marianne served as a Satellite Communications Officer in the USAF, graduated with a BA in mathematics from Duke University and an MBA from Boston College. She lives in the metro-Boston area with her family and when not collaborating with clients and Inverta team members, can be found in her garden, at the beach or reading an actual book.

Danielle Contreras

Director, Consulting Services

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Director, Consulting Services

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

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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

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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

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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.

Rachel Zick

Senior Consultant

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Senior Consultant

Rachel brings nearly a decade of experience in B2B marketing with an emphasis on content strategy and demand generation for high growth and enterprise technology companies. Rachel is particularly skilled at balancing the art and science of effective marketing strategies—meaning she’s equally passionate about crafting beautifully branded experiences and dissecting their impact on revenue.

Outside of work, Rachel is a yoga teacher and dog mom to a rescue schnoodle (Schnauzer + Poodle) named Penny. A Michigan native, she splits her time between Asheville, NC and Atlanta, GA and spends as much time outdoors as possible.

Rachel Bryant

Senior Consultant

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Senior Consultant

Rachel brings a wealth of knowledge in developing marketing strategies that increase market awareness and grow revenue. She has over 20 years of experience with various types of businesses and audiences. As a skilled player/coach, "Coach Rachel" has built teams from scratch, spearheaded turn arounds, and managed growth acceleration. She is passionate about helping companies of all sizes maximize their growth through well-planned marketing strategies.

Rachel lives with her husband and two kids in the Kalamazoo, Michigan area (yes, there really IS a Kalamazoo!). As a former college athlete and avid lover of sports, you will find Rachel and her family partaking in all sorts of activities! Their family is very busy!

Rachel also enjoys being outdoors, reading, and watching sports. And oh, coffee is her lifeblood.

Brian Schmid

Senior Consultant

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Senior Consultant

Brian’s career in B2B marketing has taken him from multi-national lighting manufacturers to global SaaS providers. Originally focusing on email marketing, his technical expertise broadened to include marketing automation and audience segmentation, with an emphasis on Salesforce products.

Along the way, he’s managed content development, website management and campaign specialist teams. This experience allows him to strategize full, end-to-end programs, and have the capability to oversee tactical and technical development. He’s a firm believer that the best marketing programs start with a thorough understanding of the customer’s problem.

Brian lives in Kansas City (on the Kansas side!) with his wife, Lauren, and their Westie, Kristofferson. You can usually find them at a brewery, at the movies or playing games and eating cheese with friends.

Andrea Frazier

Senior Consultant
Technology

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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

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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

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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

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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.

Indee Musa

Senior Program Manager

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Senior Program Manager

Most recently, Indee spent 12 years in the banking industry as a Program/Project Manager in the Learning and Leadership line of business, where she collaborated across teams to refine corporate university work streams and manage successful projects such as the inaugural Tech and Ops development conference, marketed to 80,000 employees. Indee has worked across various capacities in her career including product marketing, communications, and business development. One of her career-defining successes was her Brandon Hall submission in the Best Strategy of a Corporate University category for Global Tech and Ops University at Bank of America which won first place Gold.

Indee's favorite thing is people and she often says if she could make a living simply talking to people and learning what makes them tick, that would be her dream.

Indee's small family consists of a daughter, Celine, who recently started at Texas A&M (Gig 'em Aggies!) and Celine's cat, Oliver, who isn't pleased with the recent changes. With most of their extended family overseas, she looks forward to more trips "home" and to checking off more bucket list items on the way!

Sherilyn Senior

Program Manager

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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

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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

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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

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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.

Andrea Rojas

Managed Services

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Managed Services

Andrea has always loved marketing. She comes to Inverta with over 10 years of automation consulting and project management experience. Her passion is helping Clients from the technical perspective and thrives on making lives easier!

She loves building and executing successful marketing campaigns and is always looking to learn new strategies and 'modern marketing' trends.

In her free time, Andrea loves to travel the world. She currently resides in beautiful Costa Rica and enjoys spending time with family and friends

Jennifer Harper

Managed Services

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Managed Services

Jennifer has 5+ years’ digital marketing experience in content writing, branding, marketing automation, and lead generation. She uses this experience, along with leveraging the power of online communities, to increase brand awareness and boost brand loyalty for clients.

She enjoys finding creative ways to execute a successful marketing campaign and digging into the results afterward to learn and build on what worked, what didn’t, and how to improve.

In her free time, Jennifer loves going on adventures with her husband, daughter, and fur baby whether it be hikes in the mountains, local festivals, or traveling to new places.

Saijal Sobti

Managed Services

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Managed Services

Saijal has always been fascinated in learning Business and Marketing skills. She recognized the importance of digital in today's world, and decided to pursue a career in digital marketing.

Saijal has experience as an intern and a freelancer working on several different platforms such as Marketo, Hubspot and Mailchimp for planning, building and executing email marketing campaigns. She is also Hubspot certified.

Originally from India, Saijal lives in California with her family. She loves to travel around the world to learn new cultures, taste new dishes and explore new things. She appreciates different people and cultures, and loves to take risks and have adventures.

Katie Knauss

Director of Sales, West

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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!

JP Rinylo

Regional Vice President of Sales
East

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Regional Vice President of Sales
East

JP... gosh, where do we start?

Inverta took a flyer bringing JP aboard. If not for his devilish looks and keen gut instincts he'd probably... well, actually that's about all there is really.

But on a serious note, JP followed an atypical path to becoming a sales leader. After 10 years on the client services side, he took a career-changing leap of faith to join Bluewolf and eventually DemandGen during the early hayday of marketing technology. With the veil lifted, he gained respect for how the upstream actions of sales impacts the downstream outputs of services. And that's what makes him special to us and the space that Inverta serves.

JP is your quintessential sales guy, but for all the right reasons - confident, empathetic, honest.

Jennifer Balogh

Strategic Account Executive

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Strategic Account Executive

Before joining Inverta, Jenn had a chance to sink her teeth into the startup SaaS world as a seller. Prior to her tech journey, she began her sales career at the infamous SiriusDecisions, where she gained tremendous insight into B2B best practices across the revenue engine; sales, marketing and product management.

Jenn is a networking queen with a scrappy NY attitude. She is someone constantly striving to take on new challenges, has a passion for building and executing strategy, and has a knack for teaching/training. It's safe to say she is thrilled to journey back into the marketing world to support her clients deliver meaningful results.

Jenn was born and raised in Connecticut to a Hungarian household and currently resides in the DMV area. She loves to travel, is fitness focused, enjoys trying new things, including food and wine. In addition to a healthy lifestyle, she has a creative side enjoying DIY crafts, painting and has even been working on a podcast with her friend and former colleague called, JustAnAE.

Grant Gray

Technical Consultant

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Technical Consultant

Grant is an enthusiastic problem solver and well-rounded tech marketer. His roots are in web marketing with emphasis in web and email design, and production. His focus for the last dozen years has been in marketing automation (Act-On - Marketo (11yrs)), specializing in lead and customer nurtures to system architecture. His professional joy lies in creating efficient processes and systems.

Grant currently resides on the West Coast in San Rafael, California, with his wife and rat terrier, Lexi. In his free time, he enjoys mountain biking, meditating, cooking and watching his favorite basketball team, the Lakers.

Scott Gray

Technical Consultant

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Technical Consultant

Scott has extensive background delivering best in class Marketing and Advertising technology solutions for fortune 500 clients. His career experiences include co-founding a CRM startup, working side by side with client teams across the country as a marketing operations consultant, and most recently managing a large marketing technology delivery team.

He enjoys the challenge and process of working closely with cross functional teams to develop and deliver solutions to complex marketing automation strategies.

Scott resides in metro west Boston. He is the proud parent of two college age children and whenever possible enjoys skiing, mountain biking and boating on Cape Cod.

Vantage: Perspectives from Inverta

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

Patrice Greene

Kathy Macchi

Carla Wilson

Bill Warrin

Ashley Shailer

Kristin McCluskey

Mali Dvir

Melissa Coleman

Ann Roskey

Kendra Hathway

Jessica Fewless

Shelly Kulesza

Marianne Rocco

Danielle Contreras

Catina Martinez

Bill Rose

Dustin Woodul

Rachel Zick

Rachel Bryant

Brian Schmid

Andrea Frazier

Erica Ferraro

Lisa Albright

Sharon Rook

Indee Musa

Sherilyn Senior

Beth Karn

Norm Bellisario

Gina Goicuria

Andrea Rojas

Jennifer Harper

Saijal Sobti

Katie Knauss

JP Rinylo

Jennifer Balogh

Grant Gray

Scott Gray

Can you see yourself here?

Shanta Kohli

Client

The Problem

Technology

Results

Like what you see?

Give us a ring: 866-780-5955

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Vantage: Perspectives from Inverta

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