The Vertex Leadership Team includes the Corporate Leadership Team, which establishes Vertex's long-term growth strategies and manages operational execution, and the Board of Directors, which provides corporate governance and oversight.
Lisa ButlerChief Financial Officer
As Chief Financial Officer, Lisa is responsible for leading the development of the financial strategy to support the business, including investment strategies and five-year financial plans. She provides leadership and guidance to teams in Finance and Accounting and also provides financial reporting at the Board of Directors meetings. Lisa and her team handle financial budgeting, planning, analysis, reporting, audit, and tax compliance for Vertex, as well as all risk management, SSAE-16 audits, payroll, collections, and treasury responsibilities.
As a member of the company's Internal Strategy Team, Lisa is actively involved in creating Vertex’s internal direction and strategies that guide processes, people and systems capability development across the organization. She is also the Leader of the Enterprise Risk Management Key Focus Area.
Lisa joined Vertex in 2003 and holds a BS in Accounting from LaSalle University. Lisa has been a Certified Public Accountant since 1989.
David DeStefanoPresident and CEO
David DeStefano is President and Chief Executive Officer of Vertex, Inc., the leading provider of corporate tax solutions for companies of all sizes, from small to medium-sized businesses to global multinationals. As President and CEO, David DeStefano is responsible for the overall strategic direction of the company, its financial performance, corporate culture and brand development.
Since joining the company in 1999, David has served as Vice President, Chief Financial Officer, and later as Executive Vice President and member of the Executive Council. He became President in January 2016, and Chief Executive Officer in October 2016.
Under David’s stewardship, Vertex has refined its core strategic direction as well as the underlying Tax Performance Management technology, and has continued to expand globally. During his tenure as President, Vertex has been named by Working Mother magazine as one of the 2016 “Working Mother 100 Best Companies,” and as a Top Workplace in the Philadelphia region by Philly.com. Since its start in 1978, Vertex has grown to around 850 professionals at its offices in the US (Berwyn PA, Dallas, Fort Collins, Naperville, Phoenix, San Francisco, Sarasota, and Seattle), Europe (London), and Brazil (São Paulo).
David is a member of The Conference Board, where he serves on the Middle Market Executive Council, and he is a frequent speaker to business and community organizations. David is very active in youth sports, having served for many years on the Boards of the Moorestown Youth Street Hockey Association and Moorestown Lacrosse Club. He is a Lehigh University graduate, and is married with three children.
Barb DysonVice President, Human Resources
Barb Dyson is Vice President of Human Resources. With over 20 years of leadership and Human Resources experience, Barb has significant expertise in full life cycle talent strategies including recruitment, total rewards, performance management and employee relations, talent and leadership development, career planning and change management.
In her current role, Barb stewards the Organization and Workforce Strategy team focusing on organizational and talent strategies to attract, develop, reward and retain the talent needed to deliver value to our customers. In addition, she is an integral member of the Internal Strategy Team responsible for developing the strategies and programs that guide structure, processes, people and systems capability development across the organization.
Barb holds a B.S. in Business Administration from Widener University and has achieved Senior Professional in Human Resources (SPHR) certification. She is a member of the Society for Human Resource Management and the Human Resources Mid-Market Council sponsored by the Conference Board. Barb currently serves on the Delaware County Regional Board for Big Brothers Big Sisters Southeastern PA.
David HenkinVice President, Managed Services and General Manager of Vertex SMB
David is Vice President of Vertex Managed Services and General Manager of Vertex SMB. Vertex opened its Transaction Tax Returns Processing Center in Naperville, Illinois in July 2008, which includes outsourcing and business development of Vertex's tax processing returns operation. David and the Returns Processing Center staff manage monthly transaction tax compliance activities for Vertex clients utilizing a comprehensive suite of tax software and consulting services. In 2014, Vertex launched its Vertex SMB offering to mid-market ERPs and eCommerce platforms.
In addition to managing Vertex SMB and indirect tax returns operations, David leads the managed services and outsourcing relationship development efforts, which includes working closely with client sales, marketing, and financial executives to help build and optimize their business processes.
David received his M.B.A. from Villanova University, his M.A. from the City College of the City University of New York, and his B.S. from the University of Maryland. He also has extensive Six Sigma Training as an Executive Sponsor, Master Black Belt, Black Belt, and Green Belt. David joined Vertex in December 2008.
A noted author of the book, "Conversation Innovation: A Corporate Fable on Leadership, Coaching and the Power of Conversations," David is also an Adjunct Faculty member at Villanova University School of Business, and a teacher and coach for senior executives who are Villanova students and alumni.
Gerry HurleySenior Vice President, Opportunity Management
Gerry is Senior Vice President of Opportunity Management and provides leadership and guidance to colleagues in product management, market intelligence, emerging business models, partners and alliances, data management, and services marketing.
Gerry's responsibilities revolve around setting strategy for in-market products and services; leading the process of gathering, analyzing, and communicating information about Vertex’s markets; and developing strategies for emerging business models. In addition, Gerry's team develops Vertex’s data management and services strategy in collaboration with the appropriate teams.
Gerry joined Vertex in 1993 and is a graduate of St. Joseph’s University, where he earned a BS in Accounting.
Chris JonesVice President of Global Sales
As Vice President of Global Sales, Chris Jones is responsible for overseeing the Sales function and executing Vertex’s global sales strategy for all solutions.
Chris provides executive leadership to the company’s sales management team to support their execution in Vertex’s core and emerging markets. In addition, he provides the strategic counsel that guides the activities of the entire global sales team to ensure that company revenue goals are achieved.
Since joining the company in 1992, Chris has served in various sales, marketing and sales management positions. With an extensive knowledge of the tax technology industry, Chris assists clients from varying industries in solving their tax optimization challenges. Moreover, he has successfully cultivated key relationships with partners and alliances that result in improved, more comprehensive offerings for Vertex customers.
Chris also serves as a member of Vertex’s External Strategy Team. In this role, he partners closely with leaders across the company to align the corporate business strategies with internal and external initiatives that position the company to achieve long term growth.
Chris holds a B.S. in Marketing from Temple University.
Chris KohlVice President, Corporate Technology and Chief Information Officer (CIO)
As Vice President, Corporate Technology and CIO, Chris Kohl works with leaders across the company to drive business success through appropriate application of technology, systems, and process improvements.
Chris is responsible for Vertex's technology infrastructure and internal systems. Since joining the company in 2003, he has transformed the IT organization from back-office function to strategic contributor. He also provides executive leadership to the Facilities and Real Estate functions within Vertex.
Prior to Vertex, Chris held multiple IT positions in Fortune 1000 companies. He also had a successful tenure as an independent consultant working with healthcare and financial services organizations on strategic IT realignments.
Chris is an active member of the CIO Executive Council, a global professional organization of 500+ CIOs focused on delivering business value through IT. He holds an MBA from Villanova University and a BS from Drexel University.
Jen KurtzChief Technology Officer
Jen Kurtz is the Chief Technology Officer at Vertex, responsible for aligning the technology vision and direction of Vertex solutions with the corporate business strategy. As CTO, Jen works with strategy teams to shape all software-related initiatives, resulting in innovation for the tax technology industry.
Since joining the company in 1999, Jen has contributed both technical and tax expertise by serving as a member of the software development and commercial enterprise architecture teams at Vertex. Jen has also been involved as a technical leader overseeing strategic design, development and implementation. In addition, she led the technology and architecture direction for Vertex Enterprise, the company’s next generation tax technology platform.
As a member of Vertex’s External Strategy Team, Jen plays a key role in executing the commercial business strategy through Vertex solutions. Additionally, she serves as a member of the Women's Leadership Forum.
Jen holds a Master of Science from Villanova University and a Bachelor of Science from Bloomsburg University of Pennsylvania.
Rebecca PolleyVice President, Business Development
Rebecca Polley is Vice President of Business Development at Vertex. With more than 20 years of experience in the software and financial services industries, Rebecca is responsible for leading the company’s business development team to increase sales and company growth.
Rebecca leads teams focused on expanding Vertex’s global presence in Europe and other regions of the world with current in-market products, as well as Vertex Enterprise. In addition, she supports strategic business development relationships with Vertex partners and alliances outside North America.
Rebecca is an integral part of Vertex’s External Strategy Team, as well as a key contributor to the Global Market Strategy Team which drives the execution of the company’s overall global strategy.
Rebecca brings extensive experience to Vertex. During her career, Rebecca has advanced her knowledge and experience in many areas including profitability improvement, startups, growth strategies, IFRS/GAAP expertise, and technology innovation.
Rebecca holds a BBA in Accounting from Southern Methodist University. She is a Certified Public Accountant and is a member of Financial Executives International (FEI) and the American Institute of CPAs (AICPA).
Steve RichardVice President, Product Support
Steve Richard is Vice President, Product Support and leads Vertex's customer support, documentation, and training functions. As head of Product Support, he is also responsible for ensuring customer retention and long-term loyalty. Steve's team achieves this by focusing closely on customer satisfaction and measuring the ability to meet customers’ expectations of the Vertex value proposition.
Steve joined Vertex in 1999 and holds a BS from The Pennsylvania State University and an MBA from the University of Houston.
Penny VennerholmArea Vice President of Client Relationship Development in North America
Penny Vennerholm is Area Vice President of Client Relationship Development in North America. With more than 20 years at Vertex, she has held a variety of business and client leadership roles. Penny’s experience with tax executives as well as Vertex software and service solutions gives her a valuable perspective to bring to clients.
In her current role, Penny leads the Sales and Account Management function. She provides leadership and oversight of all sales operations specific to the growth of Vertex’s market share in North America. In addition, she is responsible for the management of executive client relationships across the region including supporting the company’s alliances and partners.
Penny is integral to bringing to life the company's core value of "customer intimacy" by connecting customers with Vertex expertise and support. Her strategic approach to client opportunity and account management continues to advance the Vertex brand, strengthen key customer relationships and excel business development.
Prior to joining Vertex in 1992, Penny worked with IBM new business clients to implement financial, distribution and manufacturing systems.
John ViglioneExecutive Vice President
As Executive Vice President, John Viglione sponsors the efforts of Vertex’s most current commercial venture, known as Vertex Enterprise, a global data management platform, transcending Vertex Indirect Tax O Series and enabling multi-national corporations to manage the complex financial planning and compliance associated with global tax management. John is also a member of the Vertex’s Executive Council, responsible for the strategic and operational alignment of the company. In addition, John is responsible for Vertex’s leadership in multiple industry standards organizations related to the technology, financial, and tax industry.
John initially joined Vertex as its Chief Technology Officer to complete the introduction of its then early market client/server offerings, while leading the efforts to architect its next generation global transactional system, known today as Vertex Indirect Tax O Series, an on-premise and cloud platform.
John is active in the technology and industry analyst community associated with the global technology eco-systems, and responsible for business development and partner ventures.
Prior to joining Vertex, John served for more than 15 years within Fortune 500 companies, focusing on comprehensive enterprise IT initiatives. He earned a BS from St. Joseph’s University and an MBA from The Pennsylvania State University.