Bob Dennen

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Robert Dennen is a partner in TechCXO’s Finance and Accounting practice. He is called on by investors, Boards, and senior management teams to leverage his unique combination of financial, strategic, operational, and systems expertise as a fractional CFO.

Bob has served as a fractional CFO for the past seven years for more than 25 companies, primarily in SaaS, Consulting Services, Digital Media, Business Services, and e-Commerce. Bob has helped guide three of his clients through periods of high growth and due diligence to financially successful acquisitions. During his distinguished career, Bob has also served as:

(Interim) CFO, SourceMedia (now Arizent) – SourceMedia, was an $80mm PE-owned, digital media company with advertising/lead generation, subscription and events revenue platforms. Bob’s efforts stabilized the company and allowed it to exceed its Revenue and EBITDA goals. He also successfully on-boarded a new CEO.

CFO, Fahrenheit 212 – Fahrenheit 212 is a global innovation strategy and design firm. Bob led growth in revenue of 300% and personnel of 250% and opened an international office in London. He aslo put in place many new processes and systems. The company’s clients included Coca-Cola, Marriott, and Samsung. F212 was acquired by Capgemini. Bob led the post-merger integration efforts.

His earlier roles included VP of Client Solutions at Navagate, Inc., a CRM software and services company focused on the financial industry, and Managing Director of Enhanced Capital Partners, a venture capital fund. He also held leadership roles with Barnes & Noble and Simon & Schuster. Bob began his career with Accenture.

He holds a BS in Economics, Accounting and Economics from the University of Pennsylvania’s Wharton School.

Michael Weinstein

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Michael Weinstein is a New York-based partner in TechCXO’s Finance practice. He serves as a CFO, investor, and capital raiser for public companies, start-ups/early-stage companies, and PE-owned companies within the renewable energy, insurance, manufacturing, fast food franchising, and equipment leasing industries. He brings a strategic perspective on finance and capital to the executive suite and Boards he advises.

Michael increases the shareholder value of his clients through successful financial planning and reporting, results analysis, and capital management, as well as:

Advising on M&A transactions

Due diligence

Valuing the business

Capital planning, management, debt and equity financing

Strategic planning

Financial planning and analysis

Performance management and reporting

Insurance programs.

Michael began his career in corporate planning with Inland Steel, where he ran the capital budgeting process for the Board and served as a member of strategic task forces reporting to the Board. As a senior consultant with Arthur D. Little, he focused on strategic planning, company valuation, and business process improvement programs primarily in natural resources and metal and mining companies globally.

As a Senior Vice President with Putnam Investment Management in Boston he oversaw investments in natural resources, extractive industries, insurance, and global diversified financial services firms, was Co-Chair of the Investment Strategy Team, and led a task force to improve internal communications and knowledge sharing among investment professionals.

He joined a broker-dealer subsidiary of Swiss Re where he built a bespoke investment research business de novo and led global product marketing.

As a Managing Director, and Head of U.S. Research for Credit Agricole, he rebuilt the research department, produced a significant increase in productivity and marketing, and managed several of the firm’s external client relationships.

Mike has served as CFO for a publicly traded solar system developer, a privately held trucking company where he redesigned their financial systems and insurance as part of a turnaround, an innovative insurance start-up, and a renewable energy company where he is focused on raising the capital to bring breakthrough technology to market.

He has a BS in economics and an MBA in finance and marketing, both from Washington University in St. Louis.

Allison Somerset

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Allison brings both a deep and a broad experience set across a diverse range of business models, including technology-driven growth within startups and more mature settings, international expansion, and established public organizations, with vertical expertise spanning the software as a service, media agency, and retail sectors.

She excels in leading and managing budgeting, financial planning and forecasting processes, demonstrating a keen ability to drive strategic initiatives that optimize both financial performance and enhance employee engagement.

A seasoned leader in finance and operations, Allison is known for her dynamic and results-driven approach.

Allison began her career journey at Quiksilver Americas as an accountant in Huntington Beach, CA, where she first developed her financial skillset.

Later, she joined Brandwatch LLC in New York, NY, initially as Financial Operations Controller – The Americas. Brandwatch, a leading social intelligence tool, was acquired by Cision during Allison’s tenure. At Brandwatch, Allison spearheaded key initiatives such as platform consolidation coupled with wide-ranging and material enhancements to financial operations, both in the Americas and globally.

Her career journey reflects her growth from an accountant at Quiksilver to her recent role at twelveNYC as SVP Finance, highlighting her expertise in financial management and strategic leadership.

She received her Bachelor of Science in Business Administration from Long Island University, C.W. Post.

James Calver

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James Calver is a Partner in TechCXO’s Executive Operations practice and assists clients as an interim and fractional CEO, COO, CCO, and Advisor.  As a decisive CEO and Board Director, James transforms, grows, and drives value creation for middle market Private Equity-owned portfolio and early-stage companies, primarily within the Business Services, Healthcare, Life Sciences, and Insurance sectors. He is a highly resilient leader who sets clear strategic direction and executes across multi-segment and channel business models while motivating organizations to deliver operating excellence and exceed target goals.

James is a transformational executive and inspirational leader with three decades of creating value and growing businesses. He sees the growth opportunities that others have missed, stays focused on cost savings and product / process innovation, understands the competitive landscape, and is always ready to adjust course based on unforeseen market opportunities and economic realities. He’s been instrumental in multiple equity and debt raises. He has a hands-on approach to delivering organic revenue growth through direct leadership of Sales. He builds and motivates organizations to deliver operating excellence, fiscal responsibility and to value diversity of thought.

James’ experience in Private Equity backed middle-market and large global companies gives him a unique perspective in creating value – balancing the large company’s need for operating excellence while embracing the agility of mid-caps. He has worked with Private Equity sponsors, Boards, Investors, Bankers, and Wall Street analysts.

During his distinguished career as a Private Equity CEO and Board Director, he has led tech-enabled business services for Business Services, Healthcare, Life Sciences, and Insurance, including serving in the following capacities:
Board Director of Alcanza Clinical Research (a Martis Capital portfolio company) – Alcanza Clinical Research is a PE-backed next-generation site network organized to support the most significant demands in clinical trials: diverse patient access, efficient enrollment performance, and clinical quality. James was instrumental in developing the strategic thesis, M&A pipeline development and execution, and helped set the strategic direction of the organization so it can achieve its purpose. He also assists in the oversight of financial performance, risk management strategy, compliance, operational excellence and building the culture of the organization.

CEO and Board Director of EMSI (a BPOC and LEP portfolio company) – For this leading provider of tech-enabled home and telehealth services, backed by PE firms BPOC and LEP, James drove the complete transformation of the business, including new growth, mission, vision, values, and corporate and business unit strategies. He drove significant revenue growth and profitability by delivering new segment growth, integrating and consolidating operations from prior M&A, implementing digital workflows, restructuring Sales for commercial excellence, reducing expenses, top grading leadership, and growing existing and new clients.

Board Director and Operating Partner for RSA Medical (a BPOC and LEP portfolio company) – James was appointed Independent Board Director by key shareholders, including the Private Equity Healthcare Management firm BPOC. As a Board Director, he provided insight, strategic guidance, and pragmatic counsel to enhance performance. He worked with the CEO and Founder to develop and deploy a successful post-Affordable Care Act strategy. James also coached and advised on building functional best practices in Finance, HR, Technology, and Operations, preparing the company and management team for a successful exit.

CEO and Managing Partner of Allexian – For this Healthcare advisory business, James worked with C-level executives and Boards on bottom line and value creation strategy and operations improvement. Sectors include Home Health and Home Care, Hospitals, Physical Therapy, Wound Care, Long-term Care, Labs, Clinical Trials, Physician Practice Management, and Wellness companies.
In addition, as a public company CEO and Board Director of Hooper Holmes, a 2,500-employee business services company delivering services to homes serving Managed Care, Disease Management, Wellness, and Insurance companies, James completed the successful turnaround and transformation of the company, including divesting non-core assets, a debt recap, and the creation of a rapidly growing Wellness division. James has also served as President of General Electric Small Business Solutions, CEO of XOsoft (backed by Goldman Sachs PE), and SVP at Mellon (now BNY Mellon). At Mellon’s Healthcare and Benefits outsourcing division, he revitalized growth and launched a new consumer-driven Health Savings Account product. At GE, James led the acquisition integration of several businesses. He also created a new web-based business model revolutionizing the sale of Financial Services to small businesses. He started his career with COBA (formerly part of Bain & Company), and after receiving his MBA, joined Broadview/Jefferies, an M&A investment bank focused on Health Care Technology and IT.
James earned his MBA, with Distinction, from Harvard Business School and his Bachelor and Master of Engineering from Oxford University, UK.

Paul Rhoda

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Paul Rhoda is a Partner in TechCXO’s Revenue Growth Practice. He is most frequently called upon by Boards, investors, and senior management teams to fix growth problems and improve revenue durability as an interim and fractional Chief Revenue Officer and Chief Sales Officer.  Paul is a gifted leader and problem solver, having grown revenues and businesses despite some of the most challenging economic cycles and seemingly impossible circumstances.

During his distinguished career, Paul has served as:

Head of Business Development, Revenue Partner (The Alexander Group, Inc.)  – In this role, he launched a sister company start-up focused on creating and supporting implementation options for the revenue growth consulting work performed by AGI for their PE portfolio businesses.   In addition, he worked as a consultant helping B2B businesses accelerated sales processes, enhance compensation plans, design go-to-market strategies, expedite digital transformation, and optimize deployment of selling personnel. He doubled annual revenues 3 years running and continuously expanded provider partnerships and new client logos.

Vice President of Sales, BI Worldwide – BIW is a privately-held, global provider of SaaS-supported sales and channel incentive systems, employee engagement platforms, learning and development services, and consumer loyalty solutions. For over twenty year, Paul led his teams to achieve record growth year over year.  Many top performers under his mentorship achieve multiple performance awards and promotions.

Paul has also held senior sales leadership and general manager roles with Maritz, Olsten, Baxter, and Techaid.

Paul’s practice is focused on enabling clients to develop and execute strategies that:

  • Grow revenues by double digits year over year.
  • Accelerate new and organic revenue growth
  • Improve cross-functional alignment and profitability
  • Enrich pipeline volume, quality, and analysis
  • Maximize the value proposition for strategic and enterprise accounts
  • Dramatically improve executive and outcome-based selling
  • Increase confidence in forecasts and sales execution
  • Build a profit-focused revenue growth culture
  • Optimize the effectiveness of compensation and incentive strategies
  • Boost leads, referrals, and brand awareness through digital transformation
  • Integrate the “push” and “pull” approaches to growth to enhance results

He received his BS – Management and Marketing from Indiana University’s Kelley School of Business.

Frank Connolly

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Frank Connolly is a New York-based partner in TechCXO’s Finance & Operations practice. He has been a CFO for public companies, VC startups, and PE-owned firms. He was also a principal in a PE investment firm and an M&A banker in a boutique NYC-based investment bank. Frank has executed 25 equity and debt transactions as a principal executive, private equity investor and M&A advisor with a total value of $2 billion including public equity and private debt offerings, as well as the purchase and sale of public and PE-owned companies.

Founders, Boards, investors and executive leadership teams from marketing, media, advertising, market research, professional services, technology, and customer information services companies most frequently call on Frank to help them as an advisor and interim or fractional CFO. He provides value in the following areas:

  • Advice on M&A transactions
  • Strategy for Successful Fundraising
  • Insight on best practices in finance and operations
  • Counsel on policy and procedure
  • Guidance for systems implementations
  • Investigation of tax strategies
  • Benchmarking management compensation
  • Industry insights for the marketing, media, market research landscape.

Throughout his career, he has executed transformational M&A transactions, provided strategic insights, built highly effective teams, designed new operating/financial procedures, restructured balance sheets, rolled out scalable business process flows, realigned costs, and implemented a variety of systems to support high growth businesses.

Frank began his career with Accenture in the New York Metro practice. This provided an excellent grounding in the use of technology by businesses to create value. His clients included General Electric, Pitney Bowes, Marsh & McLennan, US Tobacco, American Can and Xerox. After his start in consulting, Frank joined The Dun & Bradstreet Corporation, which at that time consisted of 35 operating units across the information, marketing, and media spectrum where he held various corporate HQ finance positions.

While still a division of Dun & Bradstreet, he transferred to Donnelley Marketing, a B2C marketing business with three units in marketing technology/consumer data, promotion services and direct marketing. He continued as CFO with Donnelley Marketing after it was sold to a private equity sponsor. Frank was instrumental in creating value at Donnelley through exiting unprofitable product lines, reducing expenses and optimizing the balance sheet. The marketing technology/data business was subsequently sold to First Data Corp., and the consumer promotions and direct marketing units were sold to Cox Enterprises resulting in a combined 11x equity return.

He then joined DigaComm, the private equity group that had purchased Donnelley. Frank evaluated dozens of PE and late-stage VC investment opportunities in North and South America. Four investments were made during Frank’s tenure focused on emerging internet marketing services companies. Following DigaComm, Frank joined Modem Media, a public internet marketing pioneer as CFO after the severe industry downturn. He was pivotal in returning that company to top-line growth and achieving profitability. The enterprise value of the company doubled during his 3-year tenure. Modem was acquired by Digitas.

He was CFO at Harris Interactive, a public market research firm that pioneered the use of the internet to collect and interpret custom research data for clients. Harris was acquired by Nielsen.

Frank was an investment banker at AdMedia Partners, an M&A advisory firm in New York, for five years. He would source clients, find buyers, and execute transactions. He closed 9 deals during his time there, focused on marketing services, media, and market research.

He was CFO at a full-service agency, Media Storm, that more than doubled its billings from $200 million to $550 million in the four years since he started. He was instrumental in building a team, establishing operating workflows & processes, and implementing new financial and media buying systems to support this hyper-growth. Media Storm was acquired by the Merkle division of Dentsu.

Frank was CFO of FocusVision where he introduced the use of operating metrics to improve the profitability of the professional services and software implementation businesses. FocusVision has been acquired by Forsta.

He was the CFO at Viamedia for the past four years as part of a turnaround effort. While aligning costs with revenue and optimizing working capital, Frank’s accomplishments provided liquidity for the digital transformation of the company to transition its advertiser clients and media technology clients to new digital marketing solutions and TV advertising technology platforms.

Frank has and MBA in Finance from Cornell University and a BA in Economics from Stony Brook University.

Rich Makover

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Rich Makover is the Managing Partner of TechCXO’s Revenue Growth Practice, bringing over 30 years of experience as a fractional Chief Revenue Officer (CRO), Chief Sales Officer (CSO), and executive coach. He specializes in helping companies – from Fortune 500 to PE-backed and high-growth firms – scale revenue, optimize go-to-market strategies, and drive transformational business growth.

At TechCXO, Rich partners with executive teams to refine sales operations, build high-performing teams, and accelerate growth across B2B, B2B2C, DTC, and eCommerce channels. He also mentors executives, former self-prescribed athletes, and sales leaders, equipping them with the tools to navigate leadership transitions and achieve sustainable success.

Key Areas of Expertise:
Fractional CRO & Executive Leadership: Driving revenue expansion and leading high-impact sales transformations
Go-To-Market Strategy: Developing customer-centric sales & marketing strategies that fuel business growth
AI & CRM Integration: Implementing data-driven solutions to optimize lead generation, sales pipelines, and customer engagement
Business Turnarounds & Transformation: Helping organizations adapt to market shifts and scale effectively

Previous Leadership Experience:
Before joining TechCXO, Rich led revenue, sales, and go-to-market strategies for top-tier organizations, including:
Citizen Watch America – Full P&L ownership and multi-channel leadership for Citizen, Bulova, and Frederique Constant
Frederick Goldman – Spearheaded a 300-basis point margin increase and restructured revenue operations for the largest U.S. bridal jewelry company
Avon – Led $2.3B in sales operations, partnering with Boston Consulting Group (BCG) to transform the direct sales model
A.T. Cross Company – Navigated organizational restructuring and turnaround efforts, driving new product launches and revenue growth

Rich holds a B.S. in Accounting from Penn State University, where he was a Division I lacrosse team captain. He remains actively involved as a mentor to both the Smeal Business School and the Men’s varsity Lacrosse program. He founded and now serves as director of “Teammates For Life,” a mentoring program for the men’s varsity lacrosse team. Through this program, they have successfully mentored and placed 90%+ of the graduates in entry-level jobs.

Michael Baer

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Michael is an experienced, growth-focused fractional CMO and marketing leader with over 35 years of marketing and operational leadership and a track record of driving strategic insight, creativity, and executional excellence to accelerate growth. Michael leverages his diverse, end-to-end experience to help companies turn their marketing into a greater value and business development driver for their organizations.

Michael partners with healthcare and B2B companies in the marketing services, technology, and media spaces to create more powerful customer-driven brands, to professionalize and transform their marketing and business development, and innovate their Go-To-Market approaches. He is most frequently called upon by VC and PE-backed investors, Boards and senior management teams in these industries, especially start-ups and early stage growth companies, to act as interim or fractional Chief Marketing Officer (CMO) and General Manager and develop and activate comprehensive brand and marketing strategies and help align their go-to-market plans, functions, technologies, and organizations in order to generate growth.

Michael is expert at helping companies at inflection points – helping to scale-up and professionalize fast-growth organizations that need to elevate their approaches to achieve their next stage; helping unify private equity-backed mergers and acquisitions with new, more powerful and holist

Interim & Fractional CMO & CGO Engagements

Michael’s interim and fractional Chief Marketing Officer engagements have included companies at various life stages, from start-ups, to scale-ups, to SMB turn-arounds, to billion-dollar brands. These have included:

  • Digital Factory –  a geo-location mobile start-up
  • Theralytics – ABA Practice management & data collection software”
  • Hospital for Special Services (HSS) – World’s #1 Orthopedic hospital
  • GE Healthcare
  • Relevate Health – omnichannel healthcare engagement solutions
  • Haymarket Communications – privately-held global media company
  • My Diabetes Tutor – Telehealth education start-up
  • Aquestive Therapeutics
  • HealthForce
  • True North Physician Agency –Physician/provider practice management support and services

Career

During his distinguished career, key leadership positions included:

Chief Marketing Officer, MJH Life Sciences – MJH Life Sciences is the largest, privately held healthcare media company in North America, delivering content, events, education, and creative services to healthcare professionals and the healthcare industry. Michael overhauled the marketing organization, oversaw and scaled a new team, including over 110+ FTEs and across 60+ healthcare brands. He drove the development of optimized processes, best practices and playbooks, led innovation in journey-based GTM approaches, and installed a new full-stack marketing approach.

Senior Vice President | Head of Brand & Marketing, Ipsos North America – Michael was called on to provide dynamic, growth-oriented leadership to the audience measurement business after years of decline and stagnation. He developed and implemented new strategies, including a new sales GTM and prospecting plan, new products, and robust marketing programming. He also developed and instituted a comprehensive Content Marketing and thought-leadership program that resulted in doubling the sales pipeline and closing new brand clients including Cadillac, Hyundai, Northwestern Mutual, Travelers, Capital One, JPM Chase, Mastercard, Kohler, Haier, Shiseido.

Chief Marketing Officer, Laughlin Constable –Michael was brought in as CMO to help transform outdated brand perception and spark new growth at this independent B2B marketing services company. He drove a new vision, positioning, marketing strategy, launching a new website, collateral, capabilities decks and a comprehensive Marketing Plan, significantly increasing leads.

Michael is also an industry thought-leader and accomplished writer on the topics of media, marketing and advertising, primarily for the industry-leading publication MediaPost. You can read Michael’s insights on his blog, Stratecution, and on LinkedIn.

Michael received a BA in History and Psychology from the University of Virginia.

 

Claus Kinder

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With 30+ years of experience in engineering, operations management, and the C-Suite, Claus Kinder transforms manufacturing companies into world-class organizations through his work as a fractional COO and CEO with TechCXO.

Often dubbed “an agent of change”, Claus is naturally driven by his curiosity and love of learning which enables him to have a constant pulse on industry innovations and advancements. Combining this drive to discover with his experience is what allows Claus to identify critical factors for driving organizations towards profitable growth in sustainable ways.

While Claus has a wide range of strategies revolving around operations excellence, he is also a passionate advocate for Industry 4.0, which is the adoption of smart automation and interconnectivity.  Additional areas of expertise include M&A, CapEx factory expansions and consolidations with a focus on ROI, new product development, and ERP implementation. Claus has seen success working with companies in a wide range of industries including architectural lighting, food equipment, pharmaceutical production and research equipment.

Recently, Claus led a client to the next stage of growth from $15M to $25M. He created a business strategy to identify 3-year revenue growth opportunities and the supporting organizational structure to execute that strategy.  During the investigation phase, Claus uncovered 8% of underutilized direct labor capacity and a lean opportunity to combine multiple work cells into one reducing labor by 30% and cycle time by 80%.

Claus was presented with the Outstanding Volunteer Mentor award for the 2021-2022 academic year by the SUNY New Paltz School of Business for his work helping to advance local businesses and entrepreneurship students. In one case working with an artisanal baker, Claus changed a manual into a semi-automated operation which lowered labor by 60%. Other engagements include due diligence of promising start-ups as part of the Westchester Angels cohort of strategic investors.

Claus is also dedicated to a sustainable environment through his membership in 1% For The Planet, an environmental nonprofit organization.

Carrie Pastolove

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Carrie Pastolove is a digital marketing, branding, revenue growth and business development executive who helps scale New York area lifestyle companies in consumer goods, services and tech. Carrie is seasoned and passionate about purpose and service-driven brands. She has expertise in fashion & beauty, media, luxury retail, health & wellness startups and growing companies as an interim and fractional Chief Marketing Officer, Chief Brand Officer and Chief Business Development Officer.

She has held key marketing and sales development positions with world-class brands including Rachael Ray, Shape Magazine, Lucky, Details, Marie Claire and Maxim. Among her key leadership positions are the following:

Chief Business Development and Marketing Officer, LyveBee, Remote – Carrie led all Business Development and Marketing initiatives for this early-stage Health & Wellness startup, doubling business and leading a marketing and sales team of 10.

SVP, Brand Partnerships and Development, QuickFrame – Carrie drove revenue, diversified the product portfolio and developed and closed enterprise-level clients including DoorDash, Hasbro, Pfizer and Aveeno for this Video-as-a-Service Platform company.

Head of Business Development, Fur, Inc. – Fur has a line of vegan, non-toxic, high-quality beauty products.  Carrie developed business plans and distribution channels through top-tier spas and luxury hotels.

Chief Marketing Officer, Babbleboxx – As CMO for this influencer marketing agency, Carrie built programs of more than 100 influencers, including oversight of programs, promotions, research and social media.

Brand Curator and Business Development Executive, SPRING – Carrie sourced and supported more than 50 beauty and wellness brands to join a disruptive DTC mobile marketplace.

VP – Brand Partnerships, Activate Holdings – Carrie drove revenue from $2M to $12M through partnerships with enterprise brands and publishing partners and led all communications with clients and key stakeholders.

VP – Brand Partnerships, Studio 71 – Along with developing a new Lifestyle Division within a Music & Entertainment focused talent agency, generating more than $5M, Carrie led client service and relationships as the firm’s branding partnerships expert.

Carrie’s publishing a media experience is extensive, having served as an Advertising Director, Beauty and Health & Wellness director for American Media, Meredith Corporation, Conde Nast Publications, Hearth corporation and Dennis Publishing.

She holds a BA in Advertising / Communications from the Fashion Institute of Technology.  Carrie is also founding member of Chief, a women’s executive networking club, and serves on the board of Women in Influencer Marketing (WIIM).

More About Carrie’s Personal and Professional Focus

In addition to her top flight credentials as a marketing executive, Carrie has leveraged her personal interests, training, certification and knowledge of mindfulness and conscious living throughout her career. She offers an innovative approach to managing teams and assisting executives in their personal and professional development. Carrie leverages principles and techniques from the physical, mental and spiritual realms to maximize performance from a holistic standpoint. She is dedicated to supporting executives and their teams through disruption and change using the tools she has developed through her own experiences.

Robert Toth

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Robert (Bob) Toth
Partner – Finance and Operations | On-Demand CEO, COO, CFO, Board Advisor

Bob Toth is a seasoned executive, trusted business advisor, and TechCXO Partner with a distinguished track record of leading and transforming companies at every stage—from startups to Fortune 500 enterprises. He is frequently called upon by Boards and senior leadership teams to provide strategic guidance in an advisory capacity or serve as an interim or fractional CFO, COO, or CEO, depending on the organization’s operational needs.

With extensive experience in venture capital (VC) and private equity (PE)–backed technology firms, Bob is known for driving sustainable growth, spearheading business turnarounds, and revitalizing underperforming companies across multiple industries. His hands-on leadership spans strategic planning, operations, financial management, M&A integration, business development, sales operations, IT infrastructure, HR, and international expansion.

Key Leadership Roles & Achievements

Founder & Managing Director, Wagon Wheel Associates, LLC

As the founder of Wagon Wheel Associates, Bob leads a business advisory firm specializing in transformation and enablement services, providing interim and fractional executive leadership across for-profit and nonprofit organizations. Notable engagements include:
• Serving as Interim COO for the most significant public health organization in New York, where he successfully led a digital transformation and process reengineering initiative.
• Acting as Interim CEO and CFO for a rigid packaging manufacturer, leading a turnaround effort that resolved liquidity challenges, optimized financial operations, and restructured sales, procurement, and manufacturing functions.

Chief Operating Officer, Chief Financial Officer, Chief Information Officer – Smile Train, Inc.

As a key executive of Smile Train, a $180M global nonprofit focused on cleft repair surgery, Bob was pivotal in scaling the organization’s operations and ensuring financial sustainability. His key achievements include:
• Increased revenue to $180M and improved operational efficiency, enabling an 11% increase in global surgeries.
• Boosting net assets by 38%, surpassing the Board’s financial target of three times operating expenses.
• Overhauling IT infrastructure, reducing costs by 20%, and modernizing technology to enhance efficiency.
• Strengthening financial controls, compliance, and risk management through expert-driven forensic reviews and Board-driven governance initiatives.

Senior Executive Roles – CA Technologies

During his tenure at CA Technologies, a $6B global IT solutions company, Bob held multiple leadership positions, driving revenue growth, operational excellence, and corporate transformation. Key accomplishments include:
• Leading global expansion efforts, generating $250M in new revenue through international markets.
• Driving over $1B in new license and recurring revenues, pioneering innovative licensing models that reshaped industry practices.
• Spearheaded corporate transformation initiatives that optimized business operations and achieved a 20% market cap increase.
• Building a $100M B2C business, developing a global e-commerce infrastructure to expand market reach.
• Led post-merger integration strategies, optimized global sales operations, and managed sales teams consistently achieving revenue targets.

President – ACCPAC International | SVP & GM – Interbiz

Bob led the strategic carve-out and sale of CATechnologies’’ $250M global business applications division, preparing it for acquisition by private equity and strategic buyers.

Early Career & Education

Bob is a Certified Public Accountant (CPA) who began his career with Deloitte Touche. He holds a B.S. in Accounting from Rider University.

With deep expertise in financial strategy, operational excellence, and corporate transformation, Bob Toth continues to help businesses navigate challenges, unlock growth opportunities, and drive long-term success

Morris Stemp

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Morris Stemp is a finance, operations, and technology executive who assists New York area construction, healthcare, tech and SaaS startups and growing companies as an interim and fractional CFO and COO.

He is a dedicated, energetic, and customer-focused leader who leads from behind through his personal core values of creativity, excellence, adventure, and growth. Morris is an International Coach Federation (ICF) certified executive and leadership coach with an action-oriented, mentorship mindset. His unique, performance-oriented W@CKi “red glasses culture” focused on Wisdom, Accountability, Creativity, Knowledge, and Innovation drives highly engaged teams to achieve high levels of business growth.

Morris is skilled at recognizing patterns, understanding operational flows, and integrating systems into existing work environments. He has distinguished himself as a nationally recognized expert in the selection, evaluation, and implementation of integrated accounting, payroll, manufacturing, and office productivity systems across industries. He delivers sustainable outcomes with no ho-hum solutions.
Included among Morris’ other skills are:

  • Business & Startup Leadership
  • Budgeting & Cash Flow Management
  • Project & Change Management
  • Shareholder Cap Table Management
  • Financial Modeling, Business Intelligence, KPIs & Analytics
  • Business Growth & Scaling
  • Revenue Maximization Strategies
  • Systems Implementation, Customization & Integration
  • HIPAA Compliance & Security

During his distinguished career, Morris served as:

CFO of Slingshot Health, a healthcare marketplace startup with over 30 employees. Morris was hired by the CEO to design integrations with EHR systems. He quickly expanded that role to lead business analytics, internal accounting, financial projections and modeling, cash flow management, human resources, performance management, HIPAA Compliance, and stockholder communications. The team raised $15M in seed round funding.

Founder & Partner serving as the COO, CFO, and Chief Culture Officer of StratX IT Solutions. StratX was formed from the merger of Stemp Systems and a healthcare-focused local MSP. Morris was responsible for the successful integration of the two company’s systems, operations, and culture and grew the combined entity to $10M and 70 employees with over $800K of monthly recurring revenue.

Founder & CEO of Stemp Systems Group, an IT consulting and outsourced technical support organization which delivered IT resources to clients not large enough to warrant their own IT department yet had extensive, ongoing IT needs. He grew the business to $4M and 40 staff. Clients included a nursing home management client with over 5,000 users and 400 nursing homes in the US. The project included 200+ servers with 24/7 helpdesk support, complete redundancy, disaster planning and business continuity design with dozens of state-of-the-art sub-systems.

Morris began his career as a Senior Accountant and Consultant with Peat, Marwick, Mitchell & Co. (now KPMG) in New York City.

Morris holds an MBA in Finance from New York University’s Stern School of Business and a BBA in Accounting & Organizational Psychology from Baruch College. You can read more about Morris’ background at www.morrisstemp.com.

Barry Pincus

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Companies in content, media, sports and entertainment industries seeking to grow quickly and profitably have a unique resource and ally in Barry Pincus, an interim and fractional CFO, COO and advisor in the New York Metropolitan Area.

Barry has a passion for creative endeavors and working with creative people. He uses his extensive expertise in strategic partnerships, capital raising, and license agreements on behalf of his clients to help them maximize brand equity and grow. He has helped elevate some of the world’s most powerful brands, including the New York Yankees, Martha Stewart Living, and Maxim, Stuff and Blender magazines.

Clients also benefit from the rock-solid financial and operational infrastructure and systems Barry builds for them. This foundation is also supported with Barry’s acumen in business processes and systems implementation, strategy development/implementation, HR, FP&A, business development, Board management, CEO advisory and collaborating across internal lines.

Barry’s areas of expertise include but are not limited to: Mobile Media & Advertising Technology; Social Media; Print Media including Magazines; Online Media & Web; Television & Radio; Sports Marketing & Business Operations; Brand & Branded Consumer Product Development; Hospitality; including Hotels, Restaurants, & Clubs; Live Event Production; Agency Operations and Licensing.
Expertise
Cost Control, Negotiations, Process Re-Engineering, Capital Raising, Business and Brand Development, KPI Development, Team Leadership Strategic/Tactical Advisory, Data Modeling, FP&A, Investor Relations, P&L Management, Board Advisory, HR, Corporate Communications

Lewis Goldman

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Consultant who Scales Businesses

Lewis Goldman is a TechCXO executive in its New York office, and a marketing consultant specializing in scaling businesses rapidly through marketing, new products, new channels/partnerships, and leveraging customer data to cross sell and upsell existing customers. His focus on accelerating growth comes from extensive experience as a CMO and heading up growth, digital marketing, and E-Commerce efforts at companies ranging from Citigroup and MetLife to LinkedIn, Amazon, and LendKey.

Customer Centric

Leveraging his experience in marketing, digital transformation, and data/analytics, Lewis specializes in leveraging a customer centric approach to innovation through using digital, data, and identifying new market opportunities to accelerate revenue growth.

Beyond Marketing to help scale organizations

Lewis helps smaller entities scale their organizations and processes by using his experience building or reorganizing 7 different marketing/E-Commerce organizations ranging from startups to new businesses within Fortune 50 companies.

During his distinguished career, Lewis held the following positions:

Chief Marketing Officer, LendKey Technologies, Inc. – As CMO, Lewis was responsible for accelerating LendKey’s growth by creating a strong brand position, driving the vision and execution of its marketing efforts, and expanding its business development and customer acquisition initiatives. LendKey is a digital lending platform that partners with community-oriented financial institutions to offer consumers a range of products, including private student loans, student loan refinancing and home improvement loans.

Chief Marketing Officer (US) – Global Life Distribution Holdings Ltd. – Lewis served as head of marketing and acquisition for this privately held, international direct to consumer life insurance distributor offering insurance products under the Cherish Life brand.

SVP, Customer and Product Marketing, US Direct – MetLife – Lewis created and managed a $100M marketing, segmentation, CRM, and product development budget and 90 person staff in a high growth start up business within a 145-year-old company. He was focused on offering Life Insurance directly to Middle Market (Under $100K HHI) and Multicultural customers through DRTV, eMarketing, Direct Mail, and Walmart stores. Year over year sales doubled, exceeding plan by 20%.

Founder and President, New Media Consulting – Lewis created this firm focused on research and identifying target customers to develop brand positioning, strategic marketing plans, and execute tactical revenue generating initiatives.  His clients included Amazon, LinkedIn, New York Life, and numerous startups and midsize companies.

SVP, Marketing (CMO), 1800Flowers.com – Lewis managed a $60M marketing budget and 55 person staff for this $500M business. Among his accomplishments were stabilizing market share via new product/channel expansion.

(Multiple SVP and VP Roles), Citigroup – Lewis had broad P&L responsibilities for multiple business units, distribution channels and product lines, including working in all consumer lending businesses, launching several new direct to consumer channels and playing a key role in developing Citigroup’s internet marketing and distribution strategy as well as it’s E-Commerce platforms.

Adjunct Professor, St. John’s University – Lewis teaches undergraduates and graduate students in a course called Integrated Advertising Communications. He has been an adjunct professor at St. John’s since 2012.

In addition, he held multiple senior marketing positions at Sony, CNBC and Colgate Palmolive.

Lewis’ areas of expertise includes:

  • E-Commerce
  • P&L Management
  • Marketing Optimization
  • CRM
  • Product Development
  • Digital Marketing
  • Business Development
  • Market Segmentation
  • Cross Sell Strategy
  • Brand Positioning
  • Leveraging Customer Insights
  • Business Analytics
  • Organizational Design
  • Partnerships

He is a graduate of Harvard University with a BA in Psychology. Lewis received his MBA from Columbia Business School.

Tom Morton

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Tom Morton is an operationally-focused, finance and operations executive known for impacting the bottom line by
consistently striking the balance between strategic leadership and day-to-day business execution. He supports the New York Metro area.

He has deep domain and operational experience in identifying the effective drivers of an organizations’ operations within the Consumer Packaged Goods, Manufacturing, B-to-B and Professional Services industries.

Tom has served in a variety of senior operational and finance positions, including Partner/Commercial Director at Accenture, Vice President of Global Operations at CSC, and Division Finance Lead for Maxwell House and Kraft Foods Foodservice Division.

He has held operational and supply chain positions and has served as CFO for two middle market companies, one of which he successfully brought out of Chapter 11.

More recently, Tom has focused on bringing his skills and experience to the start-up world, advising companies and serving in the COO and CFO roles. He has served as co-chairman of the Executive Forum Angels in the NY Metro area and is on the board of Second Chance Toys. Tom previously served as chairman of the CFO Leadership Group.

Tom received his BBA from the University of Notre Dame, and his MBA from Iona College.