Meet Our Leadership Team

One global team with one overarching goal: remove the barriers around tax compliance to drive business forward.

The Vertex Leadership Team includes the Corporate Leadership Team, which establishes our long-term growth strategies and manages operational execution, and the Board of Directors, which provides corporate governance and oversight.

David DeStefano Headshot

David DeStefano

President and Chief Executive Officer

Under David’s stewardship, Vertex has refined its core strategic direction as well as the underlying Vertex Enterprise 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

Previously, David was Vice President, Chief Financial Officer, and Executive Vice President at Vertex. Prior to joining Vertex David was Principal and Vice President at The Mid Atlantic Companies Ltd.

David holds a Bachelor of Science in Finance from Lehigh University. David is also on the Advisory Board for Corporate Social Responsibility at the Satell Institute.

Lisa Butler Headshot

Lisa Butler

Chief Accounting Officer

As Chief Accounting Officer, Lisa is responsible for leading finance and accounting operations, reporting and planning, treasury, tax and global regulatory compliance. Lisa has deep expertise 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). Lisa started her career in assurance services at PricewaterhouseCoopers. She holds a Bachelor of Science in Accounting from LaSalle University and is a Certified Public Accountant.

Michael Davis headshot

Michael Davis

Chief Advisor and Tax Strategist

Michael Davis is the Chief Advisor and Tax Strategist at Vertex, responsible for helping to guide and inform our tax data management strategy.

Michael joined Vertex from Nestlé USA where he was involved in over 40 acquisitions. He has extensive experience in tax planning, compliance, audit controversy, provision and operations, as well as tax data management.

During his career at Nestlé, Davis 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 including SAP, Oracle and Vertex.

He holds a Bachelor of Science in finance from the University of Bridgeport and an MBA in accounting and an advanced degree in tax from the University of New Haven. Davis 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 Headshot

Barb Dyson

Vice President of Human Resources

Barb Dyson is Vice President of Human Resources, responsible for the development and execution of human capital strategies in support of the overall business. Barb has significant experience in recruitment, total rewards, performance management and employee relations, talent and leadership development, career planning, succession planning and change management.

In her role Barb and her team focus on organizational and talent strategies to attract, develop, reward and retain the talent needed to deliver value to our customers. She also advises on programs that guide the continued development of structure, processes, people and systems across the organization. Prior to joining Vertex, Barb was Director of Human Resources at Vis.align.

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 Board for Big Brothers Big Sisters Independence Region.

Jeff Foucher Headshot

Jeff Foucher

Chief Marketing Officer

As Chief Marketing Officer, Jeff Foucher is responsible for all global marketing functions including brand, communications, product marketing and demand generation.

Prior to joining Vertex in 2017, Jeff spent 12 years at CA Technologies (NASDAQ: CA) in senior leadership positions spanning corporate, product, and field marketing. 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

David Henkin

Executive Vice President

David is Executive Vice President and a member of the Executive Council, responsible for guiding strategy, operations and financial management for the company.

David led the creation of the Vertex Transaction Tax Returns Processing Center in Naperville, Illinois in 2008, which includes outsourcing and business development of Vertex's tax processing returns operation. He also led the launch of the Vertex SMB cloud offering to mid-market ERPs and eCommerce platforms in 2014, which led to the Vertex® Cloud Indirect Tax offering in 2017. 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 the City University of New York, and his B.S. from the University of Maryland. He is a noted author and an Adjunct Faculty member at Villanova University School of Business, and a teacher and coach for senior executives who are Villanova students and alumni.

Steve Hinckley

Steve Hinckley

Senior Vice President of Operations

As Senior Vice President of Operations, Steven Hinckley is responsible for managing operations to achieve business goals, promote growth and execute on the company’s vision. Previously he was a managing director focused on the expansion and development of the Vertex Enterprise platform, as well as the development of the company’s Artificial Intelligence (AI) capabilities. Prior to joining Vertex in 2016, 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 Bachelor of Science in Finance from the University of Maryland.

Gerry Hurley Headshot

Gerry Hurley

Senior Vice President

Gerry Hurley is Senior Vice President at Vertex, and as a member of the Executive Council, Gerry is responsible for guiding operations and financial management for the company.

Gerry is responsible for providing leadership and guidance to colleagues in product management and partners and alliances, market intelligence, emerging business models, data management, and services marketing.

Gerry is a graduate of St. Joseph’s University, where he earned a Bachelor of Science degree in Accounting.

Chris Jones

Chris Jones

Vice 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.

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

Jen Kurtz

Jen Kurtz

Chief Technology Officer

Jen Kurtz is the Chief Technology Officer (CTO) at Vertex, responsible for all commercial software development, as well as aligning the technology vision and direction of Vertex solutions with the business strategy. 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 and developer at Verizon and Platinum Technology respectively. Jen is a member of the Women's Leadership Forum and holds a Master of Science in Computer Science from Villanova University and a B.S. in Computer Science from Bloomsburg University of Pennsylvania.

Bernadette Pinamont

Bernadette Pinamont

Vice President of Tax Research

Bernadette Pinamont is the Vice President of Tax Research at Vertex, Inc., responsible for helping customers meet strategic needs, ensure compliance and enhance operational efficiency, as well as further define and expand the reach of tax research. Bernadette previously served as chief tax officer for income tax in the Vertex Chief Tax Office.

Bernadette's areas of expertise include domestic and international income tax, as well as transfer pricing for the pharmaceutical and manufacturing industries. Prior to joining Vertex, Bernadette was Vice President Tax for Endo Pharmaceuticals Inc. Bernadette's 30-year tax career also includes the corporate tax departments of AstraZeneca, DuPont, Syngenta, Tyco Toys and, initially, EY.

Bernadette is a graduate of Seton Hall University, from which she earned both a B.S. in Accounting, Summa Cum Laude, and her Juris Doctor. She is a licensed attorney and a CPA.

Rebecca Polley

Rebecca Polley

Vice President of Business Development

Rebecca Polley is Vice President of Business Development at Vertex, Inc., responsible for leading the company’s global 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. In addition, she supports strategic business development relationships with Vertex partners and alliances outside North America. Prior to joining Vertex, Rebecca was Chief Financial Officer for Traxpay.

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).

Steve Richard

Steve Richard

Vice President, Product Support

Steve Richard is Vice President, Product Support and leads Vertex's customer support, documentation, and training functions.

As the leader of Product Support, he is also responsible for ensuring client value realization that leads to retention and long-term loyalty. Steve's team achieves this by listening to the clients, understanding their needs, and relentlessly pursuing value.

Steve is also involved with providing leadership for teams involved with enterprise program management and creation of the company’s commercial strategy.

Steve joined Vertex in 1999 and holds a Bachelor of Science from The Pennsylvania State University and an MBA from the University of Houston.

Bryan Rowland Headshot

Bryan Rowland

General Counsel

Bryan Rowland is the General Counsel at Vertex. As head of the legal team, Bryan is responsible for all general corporate and transactional matters. He is responsible for assessing potential new markets, contributing to cybersecurity and enterprise risk management activities, and providing oversight of all legal affairs.

Bryan also advises on privacy and security issues around technology, supports on-premise and SaaS strategies, and guides corporate governance. Prior to joining Vertex, he held various roles at Checkpoint Systems, including Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary.

Bryan holds a Juris Doctorate degree from Villanova University Charles Widger School of Law and a Bachelor of Psychology and Philosophy degree from Towson University.

John Schwab, CFO, Vertex Inc.

John Schwab

Chief Financial Officer

As Chief Financial Officer, John is responsible for the development of financial strategic objectives, mergers and acquisitions, international strategies and overall responsibility for the financial needs of the business. John has deep experience in leading global finance teams, developing multi-channel business models and alternate investment strategies. Prior to joining Vertex, John was CFO at Flagship Credit Acceptance. John started his career in assurance services at Arthur Andersen. He holds a Bachelor of Science in Accounting from LaSalle University and is a Certified Public Accountant.

Kate Shields

Kate Shields

Chief Customer Officer

As Chief Customer Officer, Kate Shields promotes excellence in the customer experience and drives continuous improvement in all areas related to the company’s service to the customer. Aligned with overall technology, business, and brand strategy, Kate provides leadership and guidance to the organization to ensure that the customer is at the center of all decisions. Initially joining the company to help build and deliver SaaS capabilities to the market, Kate now guides corporate initiatives related to the SaaS transformation and provides executive sponsorship of corporate diversity and inclusion programs in addition to her responsibilities as Chief Customer Officer.

Since joining Vertex in 2013, Kate has held several leadership roles, including head of both the cloud business unit and commercial and partner marketing functions. She holds a B.S. in Management Information Systems and an MBA with a concentration in Marketing from Saint Joseph’s University.

John Viglione Headshot

John Viglione

Executive Vice President

As Executive Vice President, John Viglione is a member of the Executive Council at Vertex, 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 technology 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 spent more than 15 years within Fortune 500 companies, focusing on comprehensive enterprise IT initiatives.

He earned a B.S. from St. Joseph’s University and an MBA from The Pennsylvania State University.

We Are Named A Top Workplace for 5th Consecutive Year

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

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