Our Team
Dan Greer
President
Dan Greer
Dan is the President and Founder of Rego Consulting, the leading PPM, ITBM, and Work Management services provider. For over twenty years Dan has led hundreds of PPM tool deployments. As a thought-leader in IT governance, process, configuration, and innovation, Dan has used the last thirteen years to take Rego Consulting from seven employees to more than 200 PPM consultant-practitioners who have helped to guide over 650 companies in their PPM, ITBM, and Work Management software investment.
Dan helped to shape Rego’s culture of helping clients, above anything else. All Rego staff have only one metric—customer satisfaction and success—which is why Rego enjoys over 99% customer retention. Dan is a working president, spending most weeks working directly with clients implementing process and tools, and he is a leader in the PPM space, speaking at events across North America.
Jacob Cancelliere
SVP, Account Enablement
Jacob Cancelliere
Wes McCoubrie
SVP, Delivery
Wes McCoubrie
Wes McCoubrie is a Senior Solution Architect, with over 15 years of experience in implementing PPM solutions across varied industries and business units. In every engagement, he couples his systems engineering background with real-world study gained as a past PMO manager to provide tailored solutions that are backed by the long-term strategic guidance needed to realize the full value of PPM. It’s his mission to become and remain a trusted advisor for all of his clients well beyond any one successful go-live.
George Trainor
SVP, Sales Operations
George Trainor
With over thirty-one years of PPM experience, George is the go-to person when it comes to delivering quality proposals and onboarding new Rego customers. George co-founded Project Portfolio Consulting Group (PPCG) in 2002, which was acquired by Rego in 2011. Prior to PPCG, he spent eighteen years selling PPM software at Niku Corporation, ABT Corporation, and Computer Associates (now Broadcom Inc). George holds a BA from the University of Pennsylvania (Wharton School). With one child attending college and another about to start, George is giving up his dream of early retirement.
Bob Schwartz
SVP Software Sales and Strategic Partnerships
Bob Schwartz
Bob strengthened his natural business acumen selling and managing many of the largest companies in North America and has opened many new and emerging markets in commercial, mid-market, and enterprise accounts. Whether discussing complex deal structures, revenue recognition compliance, sales channels, negotiation strategy, or sales methodology, Bob is uniquely suited to drive growth and success for Rego Consulting and our valued clients.
Alyson Poston
Chief Customer Success Officer
Alyson Poston
As the Chief Customer Success Officer at Rego Consulting, Alyson’s focus is all about happy clients! With more than 20 years of experience in technology, Alyson has focused most of her career working in the Project and Portfolio Management space as she began at Niku (Clarity/Broadcom) in 1999 as a trainer and consultant. She then moved to the “dark side” and spent many years supporting sales as a presales/solutions consultant. In a previous life, Alyson cultivated her love of history as a high school World History teacher before turning her interest to software and technology. More recently, however, Alyson worked as a Vice President of Presales at Medallia, a customer experience software solution, where she focused on both demos and enablement. Alyson recently relocated back to her native Texas and has even started using “y’all” again! If she isn’t on her computer, she is at her art studio where she is an amateur metal-smith.
Stephenie Harp
SVP Governance and Solution Strategy
Stephenie Harp
Steph Harp is an enterprise management professional with over 20 years of experience specializing in business and technical architectures, operations, and professional services. She has a proven track record of building, serving, and leading diverse teams. Steph’s extensive experience includes innovating, driving change and adoption, leading and executing complex and highly visible corporate-wide initiatives, mentoring team members, and maintaining industry certifications in various methodologies and architecture. Outside of work, she stays busy with her family, pets, and friends. Steph still manages to squeeze more in as she owns a small business called PeetiePie, which produces knitted and sewn items for babies and kids, with profits given to local charities in Atlanta.
Josh Leone
Chief Technology Officer
Joshua Leone
With twenty-one years of PPM experience, Josh is responsible for software engineering and technical innovation at Rego. He is the go-to guru for all technical issues related to PPM. Josh and his team are regarded as some of the most knowledgeable experts in the field. Prior to joining Rego, Josh held software engineering and technical innovation leadership roles with Clarity/NIKU/ABT and was formerly the Director of Clarity SWAT at Computer Associates. An avid family man, Josh resides in the quaint community of Guerneville. When not working, he can be found coaching youth basketball, boating, or trying to apply PPM methodology to a wicked round of pinball.
Todd Staebell
Chief Human Resources Officer, SVP Operations and Support
Todd Staebell
A twenty-eight year industry veteran, Todd feels as comfortable discussing program and resource management (or software development via Agile or Scrum) as he does plumbing and electrical issues for home restoration. Todd holds a BS in Chemical and Petroleum Engineering from the Colorado School of Mines and an MBA from the University of Colorado. Todd has a wealth of experience. He’s been the transformational leader with a team that supported over 250 applications, implemented Clarity PPM for over 5,000 people, led teams in IT, Finance, and Telecom, and helped many companies recognize millions of dollars in savings through his keen ability to solve strategic problems. When not working on home restoration projects, Todd can be found skiing, fishing, and coaching teams for one of his three children. He is a big Denver Bronco’s fan, so much so that he requires all his visitors to drink Orange Crush soda.
Sean O’Shea
Chief Financial Officer
Sean O'Shea
With over 25 years of CFO experience, Sean O’Shea leads as a Chief Financial Officer who embraces not only corporate finances but also how goals and missions are also impacted by technology, sales, legal, compliance, and data management. Through the years, he has supported highly entrepreneurial public and private technology entities. When not wrangling corporate financial challenges, you can find him in his blacksmith shop working on mastering ironworking.
Troy Thomas
SVP Global Hosting, Support & Compliance
Troy Thomas
Troy has over two decades of expertise in leading global support and compliance teams for both consumer and business products. He is a strategic leader that has a passion for working in client centric organizations and has implemented processes required to drive SOC standards and other security regulations while achieving revenue growth. Troy has worked for Blackberry, Microsoft and Ultimate Software/UKG. Troy resides in Florida with his wife and 4 children. He is an avid sports fan and in his free time, Troy also likes coaching his kid’s teams or cheering them on from the sidelines. He was also a semi-pro snowboarder who was slated to compete in the X Games!
Michael Murdock
Chief Marketing Officer
Michael Murdock
As Chief Marketing Officer at Rego Consulting, Michael leads a dynamic team of marketers, writers, events specialists, and designers to drive strategic initiatives and amplify Rego’s brand presence. Leveraging his diverse background, he oversees the planning, execution, and optimization of multi-faceted marketing campaigns and collaborative partnerships. He lives in Utah and enjoys the outdoors with his family, including camping and exploring the outdoor trails on his SXS.
Business Development
David Greer
VP, Account Management
David Greer
Jeff Jacobson
VP, Account Management
Jeff Jacobson
Jeff is one of the senior client account directors at Rego. He is responsible for making sure Rego delivers on its promises with exceptional results. Jeff has been with Rego for over five years and works with clients across a wide variety of industries. His most prestigious award was titled, “Best Dad on the Planet,” but was recently upgraded to “Best Dad in all the galaxies” by his youngest daughter.
Dave Dunn
VP, Account Management
Dave Dunn
Dave is a Senior Account Manager who is responsible for understanding clients’ overall enterprise strategy and business objectives, and any potential roadblocks in the way of achieving them. Ultimately, he helps to provide the related services and software to address both and in a timely fashion.
Eric Taylor
VP, Account Management
Eric Taylor
Eric is a Senior Leader with demonstrable results in business and product development. He has extensive experience in customer relationship building, business and financial analysis, program management, and team building in a technical environment. In addition, Eric has diverse manufacturing expertise, which includes Asian sourcing, quality, and inventory management. His strong leadership skills and business acumen are complimented with technical aptitude.
Patrizio Sanzari
VP, Account Management
Patrizio Sanzari
Patrizio is a top performing sales and account management leader, offering 20 years of experience driving national operations, acquiring lucrative enterprise accounts, and achieving year-over-year sales growth for industry-leading companies.
He is recognized as an influential strategist who builds consensus amongst – and partners with – key decision-makers to launch new products, campaigns, and initiatives. He offers a robust business acumen and expert communication skills with a sound capacity to deliver captivating presentations to C-level audiences.
Patrizio is a hands-on mentor who nurtures unique talents, builds best-in-class teams, and fosters open communications to create an inclusive and collaborative work culture.
Jason Struss
VP, Account Management
Jason Struss
Jason is an experienced business development leader with 20 years in IT and more recently within the enterprise and SaaS software industry. He is skilled in mapping technology solutions to business challenges. His hobbies include working on his wife’s home improvement projects and fixing his kids cars on the back roads after midnight! He also enjoys playing baseball, trail cycling (mountains break bones), skiing, boxing, and getting lost on his motorcycle with friends.
Robert May
VP, Business Development
Robert May
Robert brings more than 20 years delivering sales results and building relationships with C-level executives. His approach to maintain strategic partnerships with stakeholders investing in software to add value to their organization is in perfect alignment with Rego. He loves fitness, sports, food, movies and music. His father worked on NASAs first Lunar Roving Vehicle prototype and a member of his extended family created Popeye!
Tim Pietro
VP, Business Development
Tim Pietro
Tim’s expertise comprises of over 15 years of experience in the TBM space. His focus is on operationalizing TBM across the IT Organization with a focus on organizational change management and governance.
Petr Stastny
VP, Business Development, EMEA
Petr Stastny
Petr Stastny, the Vice President of Business Development for EMEA, advocates for simplicity and a keen focus on business objectives. Through years of delivering successful implementations to leading European organizations, Petr has gained invaluable insights into how Project Portfolio Management (PPM) and agile solutions can be transformative in business initiatives. He is now driven by a passion to share these experiences with new clients, demonstrating how they can derive substantial value from their digital investments by adhering to common-sense practices and key principles.
When he is not engrossed in work, Petr is likely to be found riding his mountain bike through the woods or engaging in discussions about the next bike purchase.
Jayesh Dave
VP, Business Development, APAC
Jayesh Dave
With Over 20 years of experience in account management, consulting, and program management, Jay is a seasoned professional dedicated to delivering business value through strategic partnerships and engagements. He has led large-scale transformation programs for leading Australian and global banks, demonstrating his expertise in driving impactful change.
He has rich experience in leading cross-cultural teams, honed over years of living in six different countries before settling in Australia eight years ago, Jay brings wealth of cross-cultural insights to his work. His natural ability to inspire teams, coupled with his vast experience, makes him a trusted partner capable of navigating complexities and driving collaboration towards shared goals.
Bob Werner
Sr Director Sales Engineering
Bob Werner
Bob brings a wealth of experience in pre-sales with a variety of software platforms including Project and Portfolio Management, Agile, e-Procurement, Applicant Tracking Systems and Human Capital Management. He has worked in a number of industries including Healthcare, Financial Services, Professional Services and Manufacturing. In his free time, Bob enjoys spending time with his family. They have an annual ski (rather snowboard) trip; his two boys convinced him to switch from skiing to snowboarding. For a milestone birthday he jumped out of a perfectly good airplane; which he is not sure if he would do again.
Business Unit Leaders
Doug Greer
Managing Director, Apptio Services
Doug Greer
Doug is a dynamic and results-driven Managing Director for Rego’s Apptio Services. He has a proven track record of leading cross-functional teams, delivering complex projects, and exceeding client expectations.
His areas of expertise include strategy development, organizational transformation, and technology implementation. He also has a strong ability to build relationships with key stakeholders and drive business growth.
As a seasoned Technology Business Management (TBM) leader and strategic consultant with over 15 years of relevant experience, Doug has provided guidance to hundreds of organizations, including many Fortune 500 companies. At Rego, his team of expert consultants specialize in offering comprehensive services related to Apptio products, delivering best-in-class guidance, best practices, and configuration services.
With a unique combination of technical product expertise, industry experience, and domain knowledge, Doug and his team serve as trusted FinOps and TBM coaches to their clients, ensuring the successful implementation and utilization of Apptio according to industry best practices and the specific needs of each organization.
Josh Roberto
Managing Director, Apptio Services
Josh Roberto
Josh Roberto is Rego’s Managing Director of Apptio Services. He has over eight years of Apptio Technology Business Management (TBM) experience and worked at Apptio for over five years. During that time, he led many initiatives and implemented numerous Apptio deployments as the Tech Lead, Solutions Architect, and Data Engineer.
After leaving Apptio, Josh founded BoostTBM, where he focused on complex use cases, custom requirements, and helping TBM Offices operationalize Apptio. Leveraging his platform expertise, he designed a Apptio mobile app and an email plugin to improve Apptio usage, which is called RegoEngage. His company, BoostTBM, was acquired by Rego, and he now proudly leads Rego’s Apptio consulting team.
Rob Greca
Managing Director, Agile Services
Rob Greca
He is a certified PMP and SAFe Agilist with a deep passion for effectively bridging technology and process capabilities.
Rob has extensive PPM and Agile consulting and industry experience where he has led and assisted leaders through various strategic and transformation initiatives at all scales.
With more than fifteen years of experience, Rob has broad industry exposure spanning technology, financial services, retail, utilities, and pharmaceuticals. He specializes in large scale, enterprise-wide strategic transformations.
In his spare time, Rob spends time with his three kids, two dogs, two cats, and the kids he coaches in a club he founded: The Innovator’s Lab.
Steve Seaney
Managing Director, AWS Consulting
Steve Seaney
Steve is Rego’s Managing Director of AWS Services. Before taking this role, he was Rego’s Senior Vice President of SaaS Engineering and Operations, where he was responsible for establishing and operating the Clarity PPM SaaS Services business, serving over 600,000 users across 50 countries. With more than 10 years of experience in this role, he successfully led the design, development, and delivery of scalable, secure, and reliable SaaS solutions for our clients.
His core competencies include SaaS DevOps, Financial Management, IT Service Management, IT Strategy, and Offshore Project Management. Steve has multiple AWS certifications and ITIL Foundations v3 credentials, demonstrating his expertise and commitment to innovation and quality.
Steve also has a strong background in metrics analysis and process improvement, which he leveraged in his previous roles at HSBC, Navteq, and Motorola. His is passionate about empowering customers with the best SaaS practices and solutions, and to drive continuous improvement and growth in the SaaS industry.
Luis Palacios
Managing Director, Microsoft Consulting
Luis Palacios
Luis Palacios is a seasoned technology leader with over 14 years of experience in the tech industry. He specializes in delivering and managing IT solutions that enable business growth, enhance operational efficiency, and promote collaboration across cross-functional teams. His expertise spans IT Infrastructure, Enterprise Applications, Integrations, and Product Innovation, making him a trusted advisor for organizations navigating complex technology landscapes.
Luis has a proven track record of consulting across diverse markets, guiding IT implementations that drive tangible results. His skill set includes IT architecture and engineering, software development, and quality engineering, coupled with a strong background in project management and delivery. With experience in SaaS, B2B, B2C, and managed services, Luis brings a holistic approach to operational excellence and customer-centric solutions.
He is adept at leveraging enterprise solutions from leading vendors such as Azure, AWS, Office365, Salesforce, Broadcom (formerly CA Technologies), and IPaaS providers. His ability to align technology initiatives with business goals empowers organizations to stay competitive and achieve long-term success.
Luis is passionate about fostering a culture of continuous improvement, collaboration, and innovation within IT teams, ensuring sustainable value for the businesses he supports.