Steven is a technology executive with almost two decades of experience. A software engineer by training, he founded a business intelligence company that was acquired by Logi Analytics in 2008. Steven went on to hold leadership positions in operations, products and worldwide sales. In 2016, he took the helm as CEO, leading the company to substantial revenue growth. Steven has deep experience transforming data into actionable knowledge and a proven record of growing companies while investing in customer success and increasing customer satisfaction. Steven lives in Vienna, VA with his wife and two children.
Adrian brings more than 25 years of proven finance, legal, HR, M&A and fundraising experience within a broad range of technology companies. Most recently with Logi Analytics where he spent 12 years helping lead the company to significant ARR and profitability growth, subsequently helping lead the acquisition of Logi Analytics by Insight Software in April 2021. Adrian also held leadership positions at Novell, e-Security, Inc., Brabeion Software, and Icarus Corporation. He is a CPA as well as a Charter Global Management Accountant (CGMA) and was awarded the Emerging Growth CFO of the Year award by the Greater Washington Area Technology Council in July 2018.
Jeb works at the intersection of technology and politics, providing technology that the world's largest organizations use to manage their policy and regulatory issues. He's raised more than $100M in financing and capital for the businesses he has founded. Jeb has a B.A. in International Relations from Stanford University and an MBA from Chicago Booth. He lives in DC with his wife, Lea, and his daughters, Sybil and Seneca.
Shelli is a growth-focused leader with 15+ years of global experience in talent management, development and organizational planning. Her skills in public and private tech companies align HR and talent strategies with financial, operational and organizational objectives to improve growth and performance. Shelli was part of the IPO team that took Rosetta Stone public in 2009 and served as Head of Talent Management at Frontpoint.
Mikhail started his technology career over 20 years ago building web applications. After graduation Mikhail found his way to the United States of America where he focused on building technology organizations for B2B SAAS companies. His career path took him through a variety of senior leadership positions in software companies that designed software products for finance, health care, marketing automation, and online community markets.
Mikhail holds a Master of Arts Degree in Computer Science from Ural State Technical University.
Will brings 10 years of experience to Phone2Action. His focus on delivering customers' goals and outcomes has created relationships with senior executives from organizations, such as American Heart Association and the U.S. Chamber of Commerce, to Fortune-500 companies, such as Walmart and JP Morgan Chase. Will’s dedication to the customer experience has led to improved retention and revenue growth.
Steve has spent his entire career thus far helping to solve customer problems as a sales and service professional with the last 21-years in sales leadership. He has a passion for sales and service and has led hundreds of professionals in that time most notably for Thomson Reuters as well as Bloomberg Industry Group where he was the sales executive leading both Domestic and International sales teams. Steve has BS from University of Southern California and an MBA from University of Redlands. He lives in Arlington, Virginia with his wife and three boys.
Sherrie has loved helping customers realize the transformational benefits of adopting pioneering, technology since her first job in the field. Nearly 20 years later, she delivers a results-oriented, data-driven approach to B2B marketing, and has a proven track record of creating and implementing successful growth strategies for leading SaaS companies. That includes Healthgrades (now Mercury Healthcare), Evariant, Cvent -- and now Phone2Action. She’s passionate about go-to-market strategy and execution, customer experience, brand and marketing technology.
Andy has 20+ years of experience as a SaaS product leader with an exceptional track record for leadership and results. He has deep experience in developing product strategy, building high performing product teams, designing great user experiences, and bringing products to market. Andy also ran Product at DDC, and is a leading expert in Public Affairs and Advocacy software.