Meet Our Leadership Team

  • David DeStefano

    President, CEO and Chairperson of the Board

    David DeStefano has served as President and Chief Executive Officer since 2016, joined our board of directors in 2019, and was appointed Chairperson of our board of directors in 2020.

    David previously served as Vice President, Chief Financial Officer, and Executive Vice President. Prior to joining the Company, he was Principal and Vice President at The Mid Atlantic Companies, Ltd.

    David is also on the Advisory Board for Corporate Social Responsibility at the Satell Institute and the Board of Trustees of the Joseph Fund in Camden, New Jersey. He received a B.S. in Finance from Lehigh University.

  • John Schwab

    Chief Financial Officer

    As Chief Financial Officer, John is responsible for the development of company’s financial strategic objectives, mergers and acquisitions, and international strategies for expansion.

    John has deep experience in leading global finance teams, developing multi-channel business models, and creating alternate investment strategies. Prior to joining Vertex, John was Chief Financial Officer at Flagship Credit Acceptance. John started his career in assurance services at Arthur Andersen.

    He holds a B.S. in Accounting from LaSalle University and was a Certified Public Accountant.

  • Jen Kurtz

    Chief Technology Officer

    Jen Kurtz is the Chief Technology Officer focused on driving the technology strategy and next-generation products and solutions through customer innovation and emerging technologies. Jen leads the Office of Technology responsible for bringing together the technology vision, strategy, architecture, and capabilities required to drive breakthrough innovations that will propel Vertex forward in seizing new market opportunities.

    Previously, Jen served as a lead member of the software development and commercial enterprise architecture teams. Prior to joining Vertex, she was a software engineer at Verizon and Platinum Technology (now Broadcom) respectively bringing large scale business applications to the market.

    Jen has been honored by Oracle for Women’s History Month and Working Mother Magazine at their annual Working Mother 100 Best Companies event. She regularly speaks at local and national technology conferences and has an M.S. in Computer Science from Villanova University and a B.S. in Computer Science from Bloomsburg University of Pennsylvania.

  • Chris Jones

    Chief Revenue Officer

    As Chief Revenue Officer, Chris Jones is responsible for the strategy and execution of the organization’s revenue generation operations. He leads the global sales, product, partnerships, consulting, and channel functions, and drives the go-to-market strategy to achieve the company’s targets.

    Chris has served in various sales, marketing, and leadership positions in the two decades he’s been at Vertex including Vice President of Global Sales where he helped to build both an international and SaaS sales team while growing and leading the entire tax technology sales organization.

    Chris holds a B.S. in Marketing from Temple University.

  • Steve Hinckley

    Chief Operating Officer

    As Chief Operations Officer, Steve Hinckley is responsible for managing operations to achieve business goals, promote growth, and execute the company’s strategic vision. He maintains a customer-first focus in leading the areas of Corporate IT, Tax Research, and the Customer Center of Excellence (COE).

    Steve has more than 25 years of executive leadership in the creation of global supply chain strategy, enterprise resource planning platforms, corporate operations, and client delivery management. He maintains a customer-first

    Prior to joining Vertex, Steve held various leadership positions with IBM Global Business Services and the PricewaterhouseCoopers (PwC) Consulting Practice where he was a Partner in the Supply Chain & SAP Practice.

    He holds a B.S. in Finance from the University of Maryland.

  • Kate Shields

    Chief Customer Officer

    As Chief Customer Officer, Kate Shields leads 200 professionals in the area of customer experience, including customer success, account services, support, and enablement. Kate provides leadership and guidance to the organization to ensure that the customer is at the center of all strategic decisions and is focused on driving customer satisfaction, retention, and growth.

    Since joining Vertex in 2013, she has held several business and marketing leadership roles, including head of cloud line of business

    Kate holds a B.S. in Management Information Systems and an MBA with a concentration in Marketing from Saint Joseph’s University.

  • Bryan Rowland

    Vice President & General Counsel

    Bryan Rowland is Vice President, General Counsel, and Corporate Secretary responsible for all general corporate, information security, and transactional matters. In addition, he is responsible for corporate governance and advises leadership on critical business priorities including privacy, business strategy, and potential new markets.

    Bryan possesses a deep knowledge of business operations, security, and compliance in technology and the software industry. Previously he was Senior Vice President, General Counsel, Chief Compliance Officer, and Corporate Secretary at Checkpoint Systems, Inc.

    Bryan holds a J.D. from Villanova University Charles Widger School of Law and a B.A. in Psychology and Philosophy from Towson University.

  • Uwe Sydon

    Vice President, Product Management

    As Vice President of Product Management, Uwe Sydon is responsible for driving the product vision for the company, including a strategic, global product portfolio, as well as line of business management.

    Uwe has over 22 years of technology experience growing multibillion-dollar global product portfolios and platforms in the consumer and business markets.

    Before joining Vertex, he was Senior Vice President and Chief Innovation Officer at Checkpoint Systems, Inc. and held executive leadership roles at Blackberry, Nokia Siemens Networks, and Siemens AG, Mobile Devices. Uwe has worked and lived in many locations across the globe, including Germany, where he was born, as well as Canada, Switzerland, and the U.S.

    Uwe holds over 30 patents and was awarded Inventor of the year from Siemens AG in 1998. He received his Diplom Ingenieur at the University of Wuppertal, Germany in Electrical and Electronics Engineering.

  • Jeff Foucher

    Chief Marketing Officer

    Jeff Foucher is Chief Marketing Officer responsible for leading all corporate brand, communications, product marketing, and demand generation teams. His passion for combining artful storytelling and data-driven marketing have accelerated the company’s go-to-market expansion and transformational growth.

    Previously, he held senior leadership positions in corporate, product and field marketing at CA Technologies (now Broadcom). Earlier in his career, Jeff honed his marketing chops with AT&T and at advertising agencies Y&R and McCann-Erickson where his client roster included IBM, AT&T and General Motors.

    Jeff holds a B.A. in Communications from the University of Michigan.

  • David Henkin

    Chief Innovation Officer

    David is Chief Innovation Officer and leads the company’s Strategy & Innovation Board. This group’s cross-disciplined focus on our strategies, markets, technologies, ecosystems, and people is responsible for advancing strategic initiatives through the incubation and accelerated delivery of new, innovative technologies that drive global commerce.

    David has been recognized for his expertise in team leadership, people development, and relationship management. David has led the development of multiple lines of business at Vertex including the Public Cloud solution, as well as the Managed Services Outsourcing business. Prior to joining Vertex, David was Chief Operating Officer at Coates Analytics LP.

    David received an M.B.A. from Villanova University, an M.A. from the City College of New York, and a B.S. from the University of Maryland. He is a noted author and an adjunct faculty member at Villanova University School of Business and serves as a coach for senior executives who are Villanova students and alumni.

  • Venkatesh Jayaraman

    Vice President, Commercial Software Engineering

    Venkatesh Jayaraman is the Vice President of Commercial Software Engineering responsible for providing strategic direction and technical leadership for the entire software engineering organization including user experience (UX). He is also responsible for the Agile product management organization (PMO), Cloud Operations, and Systems Automation areas of the company.

    Venkatesh is a senior technology and software development executive with over two decades of industry experience and an extraordinary record of success in technical leadership, cross-functional product development, and software architecture. Prior to joining Vertex, Venkatesh was in various leadership roles at Citrix Systems and Motorola where he led Agile and cloud transformation across the core engineering and product development organizations. He is experienced in Lean-Agile practices and has a proven record of building business agility while managing large scale enterprise organizations across multiple geographies.

    Venkatesh holds a Master's degree in Engineering Management from University of Florida, Gainesville, and a Bachelor's degree in Electrical Engineering from India’s National Institute of Technology.

  • Michael Davis

    Chief Tax Strategy Officer

    Michael Davis is the Chief Tax Strategy Officer responsible for advancing the company’s business and technology strategies to enable next-generation corporate tax transformation.

    Michael joined Vertex from Nestlé USA where he had extensive experience in tax planning, compliance, audit controversy, provision, and operations, as well as tax data management.

    During his career at Nestlé, he led the team that built the first digital corporate tax department, which has been recognized for its industry-leading best practices for automation and standardization of global platforms.

    Michael holds a B.S. in finance from the University of Bridgeport and an MBA in accounting and an M.S. in tax from the University of New Haven. He is also a member of the Business Advisory Council and executive director of the Executive MBA (EMBA) program at the University of New Haven.

  • Barb Dyson

    Chief Human Resources Officer

    Barb Dyson is Chief Human Resources Officer, responsible for the development and execution of human capital strategies in support of the overall business. Barb’s focus and expertise include talent and leadership development, succession planning, and change management.

    Prior to joining Vertex, Barb spent the majority of her career in the technology industry, including Director of Human Resources at Vis.align, LLC, a consulting and outsourcing company.

    Barb holds a B.S. in Business Administration from Widener University and has achieved Senior Certified Professional in Human Resources (SHRM-SCP) certification. She is a member of the Society for Human Resource Management and the Human Resources Council III, sponsored by the Conference Board. Barb currently serves on the Delaware County Regional Advisory Board for Big Brothers Big Sisters Independence Region.

  • Bernadette Pinamont

    Vice President, Tax Research

    Bernadette Pinamont is Vice President of Tax Research responsible for leading a global team of 85 tax professionals who contribute subject matter and technical expertise to build and maintain content for all products, powering millions of effective tax rate determinations for customers in over 19,000 global jurisdictions.

    Prior to joining Vertex, Bernadette was Vice President of Tax for Endo Pharmaceuticals. Bernadette's 30 plus year tax career also includes the corporate tax departments of AstraZeneca, DuPont, Syngenta, Tyco Toys, and, initially, EY. When Bernadette joined Vertex in 2013, she was a thought leader in the Chief Tax Office and engaged both industry and clients on the trends, patterns, and emerging solutions to address the global challenges associated with regulatory compliance and tax technology.

    Bernadette regularly speaks at local and industry events about tax and the importance of technology, including the annual International Tax Review’s (ITR) Women in Tax Forum. She leads the Philadelphia Women’s Tax Network and is a graduate of Seton Hall University, from which she earned both a B.S. in Accounting, Summa Cum Laude, and her Juris Doctor. Bernadette is also a licensed attorney and a CPA.

  • John Viglione

    Senior Vice President, Strategy

    As Senior Vice President of Strategy, John Viglione is responsible for the development of commercial and operational strategies, providing policy, industry, and trends analysis on issues affecting the organization, as well as business development and partner ventures.

    John has in-depth knowledge of the software industry and is active in the technology and industry analyst community associated with global technology ecosystems. John initially joined Vertex as its Chief Technology Officer and led the vision for its flagship O Series technology, known today as Vertex Indirect Tax O Series, an on-premise, private, and public cloud technology platform.

    Prior to joining Vertex, he spent more than 15 years within Fortune 500 companies, focusing on comprehensive enterprise IT initiatives.

    John is an advisory board member of Penn State’s College of Information Sciences Technology (IST) and the Philadelphia Alliance for Capital and Technologies (PACT), as well as a judge on PACT’s Enterprise Awards Committee. John earned a B.S. from St. Joseph’s University and an MBA from Penn State University. He is an author, frequent speaker, and advocate of new and emerging technologies.

  • Ben Askin

    Chief Information Officer

    Ben Askin is Chief Information Officer, responsible for enterprise technology strategy, security, data analytics, and digital transformation, using cognitive solutions and data insights across the organization to advance the delivery of value to customers.

    Ben has more than 25 years of consulting and organizational management experience with small to large enterprise-sized clients in a variety of leading industries, primarily involving business innovation, strategy, and large-scale technology enablement.

    Ben earned a B.S. in Business and Finance from the University of Maryland College Park and is also the founder of the Heroes Youth Baseball and Basketball Club, dedicated to the development of well-rounded youth through positive sports competition.

  • Lisa Butler

    Chief Accounting Officer

    Lisa Butler became Chief Accounting Officer in 2020 and leads the company’s accounting operations having previously served as Chief Financial Officer from 2015 to 2019.

    Lisa's expertise is in accounting and finance operations, including risk management and internal controls reporting. Prior to joining Vertex, Lisa was a Controller at Kenexa (now an IBM company). She started her career in assurance services at PwC serving both private and public companies.

    Lisa is a member of the Society of Professional Women (SPW), founded by the Main Line Chamber of Commerce. Lisa received a B.S. in Accounting from LaSalle University, is a Certified Public Accountant, and a member of both the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

  • Rebecca Polley

    Vice President, Global Operations

    Rebecca Polley is Vice President of Global Operations responsible for leading the company’s international go to market activities to drive growth and expansion into new regions around the world, including business development and strategic partnerships.

    Rebecca has extensive experience in business management and finance for SaaS and B2B software and services companies. Prior to joining Vertex, Rebecca held financial leadership roles in Europe with German and U.S. multinationals in the technology sector, including Vice President at SAP in Walldorf, Germany.

    Rebecca holds a B.B.A. 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).

Board of Directors

  • Ric Andersen

    Director

    Ric Andersen joined our board of directors in January 2008 and currently serves as lead director. He has over 25 years of consulting and management experience at IBM, Price Waterhouse and PwC Consulting. His last 15 years have been spent in private equity. He is currently a managing partner at Peak Equity (‘‘Peak’’), a Philadelphia-based private equity firm focused on lower middle-market enterprise software. Prior to joining Peak, Mr. Andersen was a partner at Milestone Partners, a Philadelphia-based private equity firm and he was a managing director at Silver Lake Partners, a technology-focused private equity firm based in New York. During his tenures with Price Waterhouse, PwC Consulting, and IBM, Mr. Andersen was a senior partner and senior executive leading several businesses in the United States and Asia as well as globally. Mr. Andersen is currently chairman of G5, a privately held software company. In addition, he serves on the Board of American Public Education Inc. (‘‘APEI’’) a publicly traded online higher education company where he is chair of the compensation committee and a member of the audit committee. Mr. Andersen holds an MBA from the Wharton School at the University of Pennsylvania and a BS from Bucknell University.

  • Terrence Kyle

    Director

    Terrence Kyle joined our board of directors in June 2004. Mr. Kyle was previously a partner with WIN Capital, LLC, a private equity group that invested in emerging growth companies from the manufacturing, technology and service markets. Mr. Kyle joined Shared Medical Systems in April 1976 and helped take the company public later that year. At Shared Medical Systems, Mr. Kyle served as Senior Vice President and Chief Financial Officer before the company’s sale to the Siemens Corporation in July 2000. Mr. Kyle began his career with Arthur Andersen LLP in 1972. Mr. Kyle received a BS in Accounting from Drexel University.

  • Amanda Westphal Radcliffe

    Director

    Amanda Westphal Radcliffe has served on our board of directors since 1993. Prior to joining our board of directors, Ms. Radcliffe served in a variety of roles at the Company, from technical software instructor and production, to middle-market product teams. Prior to joining the Company, she was a middle-market Managing Director at a global corporate travel management company. Ms. Radcliffe serves on the Children’s Hospital of Philadelphia Board of Trustees, Foundation Board of Overseers and the St. Joe’s University Kinney Center for Autism Education and Support Advisory Board. Ms. Radcliffe is Chair of the Drexel University A.J. Drexel Autism Institute Board and Chair Emeritus of breastcancer.org. Ms. Radcliffe is also a member of the Philadelphia Chapter of Women Corporate Directors. Ms. Radcliffe holds a BA from Moravian College, attended business school at Drexel University and attended the Executive Education program at the Wharton School.

  • Kevin Robert

    Director

    Kevin Robert joined our board of directors in February 2015. Mr. Robert spent more than 30 years at Wolters Kluwer Tax & Accounting as a tax executive. Beginning as an Account Sales Manager in 1981 with CCH Computax, Mr. Robert progressed through leadership positions at CCH Computax and CCH Publishing before being named President and Chief Executive Officer of CCH Tax Compliance in 2001. Following CCH’s 1995 acquisition by Wolters Kluwer, Mr. Robert led the Tax & Accounting division’s operations in North America and Asia Pacific before being named Global Chief Executive Officer in 2010. Mr. Robert brings deep experience in developing and marketing cutting-edge accounting, tax and audit software and solutions for tax professionals around the world. His multinational experience includes developing business in North America, South America, Europe and the Pacific Rim, identifying global opportunities and negotiating the acquisition of companies. He also served on the Board of Epiq Software, which was sold in September of 2016. Mr. Robert holds a BS in Marketing from the University of New Orleans and an MBA in Business Management from Pepperdine University. He is a member of the National Association of Corporate Directors (‘‘NACD’’) and has been a NACD Leadership Fellow since 2015. Mr. Robert currently owns his own consulting firm providing board and management consulting services.

  • Rick Stamm

    Director

    J. Richard Stamm joined our board of directors in January 2019. Prior to joining our board of directors, Mr. Stamm was a partner with PwC for 30 years, during which time he served a long list of domestic and international clients and held numerous leadership positions. Over the final 12 years of his career with PwC, Mr. Stamm was the firm’s Vice Chairman and U.S. Tax Leader, and then progressed to PwC’s Vice Chairman of Global Tax. Mr. Stamm is Vice President and Chief Financial Officer of Stamm Development Group LLC, a Philadelphia area real-estate developer. Mr. Stamm is a member emeritus of the Board of Advisors for the Leventhal School of Accounting at the University of Southern California and was formerly a member of the Boards of Germantown Academy and Lycoming College. Mr. Stamm received a BA in Accounting from Lycoming College.

  • Stefanie Westphal Thompson

    Director

    Stefanie Westphal Thompson joined the Company in 1991 and has served in a variety of roles, including Treasurer. Prior to joining the Company, Ms. Thompson was a Vice President at Chemical Bank (now part of Chase), where she specialized in managing the banking relationship for middle market companies. Ms. Thompson sat on Bryn Mawr Hospital’s Foundation Board for eight years, serving as Head of their Trustee Committee and as Vice-Chair. Ms. Thompson also served on the Board of the Agnes Irwin School in Rosemont, Pennsylvania, for ten years, heading its Trustees Committee. Ms. Thompson received an MBA in Finance from Fordham University and has a dual BA in Engineering and Economics from Lafayette College.

  • Jeff Westphal

    Director

    Jeff Westphal has served on our board of directors since 1988. Mr. Westphal has previously held numerous roles with the Company, including Director of Marketing, Vice President of Sales and Marketing, Executive Vice President, President and Chief Executive Officer. Mr. Westphal is a member of the Institute for Professionals in Taxation, World Presidents’ Organization and the Conference Board. Mr. Westphal served for 15 years as Chairman of the Board of Open Connections, Inc., a not-for-profit open educational organization, and remains a trustee. In addition, Mr. Westphal is co-founder, with his wife, Jenifer, of Kyle’s Treehouse, a web-based resource for families seeking hope and guidance for the treatment of children diagnosed with Autism Spectrum Disorder. Mr. Westphal holds a BA in History from University of Richmond.

We Are Named a Top Workplace for the 5th Consecutive Year

For the fifth year in a row, Philly.com named us a Top Workplace based on employee surveys over a variety of categories.

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