Management team building

Management Team

The Velosio management team is comprised of business process and technology experts who bring decades of experience and leadership to the company.

David Buggy
David Buggy
Vice President Customer Engagement (CRM) & Power Platform
David is a seasoned technology leader with over 25 years of experience in Microsoft Business Applications, specializing in Dynamics 365 Customer Engagement and the Power Platform. Prior to joining Velosio, he was the founder and CEO of Strava Technology Group, a Microsoft partner recognized for its CRM innovation and customer success. David is passionate about driving business outcomes through smart technology adoption and building scalable, client-centric solutions.
Paul Burgess
Paul Burgess
Sales Director
Paul Burgess is a seasoned Sales Director at Velosio, where he leads a team of account executives focused on creating new logo relationships. With a career spanning over two decades, Paul has a proven track record of delivering exceptional results and building great teams with great culture.
David Drouin
David Drouin
Vice President of Operations
Dave Drouin overseas the internal operations team at Velosio responsible for our ERP and CRM business applications in addition to the billing function for project services, client support services, and maintenance contracts
Jeff Edwards
Jeff Edwards
Senior Vice President, Channels
Jeff joined Velosio in 2021 as Senior Vice President, Channels to lead the Microsoft Indirect CSP Business, Stratos Cloud Alliance.
Keith Goedde
Keith Goedde
Chief Product Officer
Keith Goedde, Chief Product Officer, leads Velosio’s fastest growing market segments, focusing on helping clients achieve business outcomes using the latest technology tools and advancements.
Brad Jagher
Brad Jagher
Brad Jagher, Director of Client Account Management
Brad Jagher is the Director of Client Account Management at Velosio, where he leads a team dedicated to ensuring client success and satisfaction. With a strong background in supply chain management and logistical planning, Brad has been instrumental in driving operational excellence and delivering value to clients.
Prachee Kale
Prachee Kale
Vice President & Corporate Controller
Prachee Kale is the Vice President & Corporate Controller at Velosio and oversees the functions of General Ledger Accounting, Accounts Payable, Accounts receivable, Credit Collections and Treasury Management, Payroll Accounting, and Internal Audit.
Andrew Kluger
Andrew Kluger
Director of Enterprise Sales
Andrew Kluger leads the Enterprise Sales team at Velosio, where he is responsible for our go-to-market (GTM) strategy and execution across all practices. In his role, Andrew focuses on both new logo acquisition and the growth of the existing client base.
Lorna Link
Lorna Link
Director of Best Practices and Process Improvement
Lorna Link drives operational excellence and consistent service delivery across the organization by identifying, developing, and implementing best process to enhance client satisfaction, streamline processes, and maintain consistency through operating procedures.
Logan Lucas
Logan Lucas
Director, Employee Experience
Logan Lucas has a passion for Employee Experience that enables her to lead the Talent Management, Performance Management, Culture, Employee Engagement and Learning & Development Functions at Velosio.
Ben Marchi-Young
Ben Marchi-Young
Industry & Product Manager
Ben leads SilverLeaf’s product development and go-to-market strategies for the Horticulture and Cannabis industries at Velosio. He has 14 years of ERP experience within Horticulture, Cannabis, and CBD markets ranging across marketing, client success, business discovery and analysis, sales, implementation, as well as project and product management.
Robbie Morrison
Robbie Morrison
Chief Executive Officer
Robbie Morrison drives strategy at Velosio and provides business and technical leadership across solutions and product offerings.
Sreepathy Nagarajan
Sreepathy Nagarajan
Practice Director, Finance and Operations
Sreepathy Nagarajan leads the Dynamics 365 for Finance and Supply Chain Management team with a focus on customer retention through quality deliverables.
Carolyn Norton
Carolyn Norton
Practice Director, Cloud Services
Carolyn Norton leads the Azure Cloud and Microsoft 365 Productivity team at Velosio, where she has been a vital contributor for nearly 15 years.
Hersch Patel
Hersch Patel
Chief Client Officer
Hersch Patel, Chief Client Officer, is responsible for providing deep technical expertise and value, along with building deep and lasting client relationships.
Polly Patel
Polly Patel
General Counsel
Polly Patel is the General Counsel at Velosio where she oversees legal matters related to the business, including corporate governance, contract negotiations, and risk management. In her role, she also provides strategic legal advice to Velosio and ensures that Velosio operates within legal frameworks while supporting business objectives.
Bryan Redic
Bryan Redic
VP Corporate Finance
Bryan Redic, VP Corporate Finance, and his team leverage data and analytics to provide different areas of the business the insights needed to make informed decisions and drive strategic initiatives forward
Eric Robertson
Eric Robertson
Director of IT
Eric oversees Velosio's security and technology strategy, operations, infrastructure, and ensures IT initiatives are aligned with business objectives and maintains robust data security standards.
Tony Rossi
Tony Rossi
Sales Excellence
With over 32 years in sales leadership and operations, I’m joining Velosio, to help drive strategy, execution, and results across complex sales for CRM & Customer Experience initiatives in the Dynamics 365 space.
Marty Rubin
Marty Rubin
Director, Mid-Market Services
Marty Rubin manages the mid-market practices, which include Dynamics 365 Business Central, NetSuite, Dynamics GP and Dynamics SL. These practices are comprised of Consulting Managers, Team Leads, Consultants, Developers and Support Engineers.
Keith Soldan
Keith Soldan
Chief Financial Officer
Keith Soldan is an executive financial leader with over 20 years of experience driving performance, profitability, and shareholder value for organizations of all sizes and structures. He has a proven track record of delivering results, developing top talent, and implementing sustainable solutions that enhance financial and operational performance
Scott Stevenson
Scott Stevenson
VP, Mid-Market Services
Scott Stevenson is the Vice President, Mid-Market Services for Velosio. He manages a large team of consultants, engineers and architect dedicated to ERP and CRM solutions for Velosio Clients.
Leslie Tarnacki
Leslie Tarnacki
Senior Vice President, Human Resources
Leslie Tarnacki leads Velosio's global Human Resources team, which focuses on all things people-related and the company's global HR strategies.
James Thomas
James Thomas
Industry Director, Project Business
At Velosio, James Thomas leads the Industry Practice that is focused on architecting and delivering specialized solutions for project-driven businesses and brings a deep domain expertise in the professional service industry, which includes AEC, Consulting and IT firms, system integrators.
Rob Urbanowicz
Rob Urbanowicz
Senior Vice President, Strategic Client Management
Rob Urbanowicz leads the Engagement Management team at Velosio, tasked to build deep and lasting relationships with our clients.
Jason Wietharn
Jason Wietharn
Practice Director, Dynamics 365 Customer Engagement
Jason Wietharn is a seasoned operational business and technology advisor known for guiding individuals and organizations towards their ultimate goals. With a strong focus on delivering CRM and Client Journey Solutions, Jason excels in crafting long-term visions and roadmaps that align with business needs and drive desired outcomes.
Phil Wittmer
Phil Wittmer
Director, Digital Marketing and Marketing Operations
Phil Wittmer leads the Digital Marketing team at Velosio, bringing over a decade of experience to the role.
Chad Woods
Chad Woods
Chief Revenue Officer
As Chief Revenue Officer, Chad Woods leads Velosio’s Go-To-Market (GTM) organization, overseeing Sales, Marketing, Pre-Sales Engineering, Revenue Operations, and Alliances. He is responsible for driving both strategy and execution while earning the trust of our clients as a valued advisor on their digital transformation journey.

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