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Shelly R. Email & Phone Number

IT Director at Source Advisors
Location: Dallas-Fort Worth Metroplex, United States, United States 5 work roles 2 schools
1 work email found @sourceadvisors.com 1 phone found area 905 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@sourceadvisors.com
Direct phone (905) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
IT Director
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size

Who is Shelly R.? Overview

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Quick answer

Shelly R. is listed as IT Director at Source Advisors, a company with 2483 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at sourceadvisors.com, phone signal with area code 905, and a matched LinkedIn profile for Shelly R..

Shelly R. previously worked as Mentor at Techstars and Cost Accounting and Computer Programming at Vineyard, Inc.. Shelly R. holds Ab, Psychology from Smith College.

Company email context

Email format at Source Advisors

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*@sourceadvisors.com
68% confidence

AeroLeads found 1 current-domain work email signal for Shelly R.. Compare company email patterns before reaching out.

Profile bio

About Shelly R.

As an IT Leader at Source Advisors, a leading tax consulting firm, I have over 20 years of experience in delivering innovative and strategic IT solutions that align with business goals and improve efficiency and productivity. I have successfully led and managed multiple IT projects involving divestitures, mergers, acquisitions, complex IT vendor contracts, CRM and ERP implementations and integrations, IT security and compliance, and IT asset inventory management.My passion is to take things that are complicated, repetitive, or tedious and make them easy, fast, and painless; and to create things that improve efficiency and productivity, so that people can focus on things that are truly important. So I create and optimize IT systems and processes that make people's jobs and lives easier, faster, and more enjoyable. I have a proven track record of enhancing user adoption, training, and cross-functional collaboration, as well as expanding global operations and supporting due diligence and procurement activities. I am also a certified specialist in DocuSign, and Project Management, and have extensive knowledge of Salesforce, Netsuite, M365, Azure, Sharepoint, and Process Automation.Finally, I feel it is important to spend time in business being proactive, making long term plans, and creating strategic goals - as well as being reactive and adaptable to our quickly changing environments.Specialties: Salesforce, Netsuite, DocuSign, M365 / Azure / Sharepoint, Process Improvement / Process Automation, Training / User Adoption, Leading Teams / Cross Training / Upskill, Project Management, Global Expansion, Divestitures, Mergers and Acquisitions, Complex IT Vendor Contracts, Procurement, IT Inventory Asset Management, and Vendor Due Diligence, Security Compliance and Controls

Listed skills include Project Management, Visual Studio, .Net, Salesforce.Com, and 9 others.

Current workplace

Shelly R.'s current company

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Source Advisors
Source Advisors
IT Director
Texas, United States
Website
Employees
2483
AeroLeads page
5 roles · 39 years

Shelly R. work experience

A career timeline built from the work history available for this profile.

Mentor

Current

Fort Worth, Texas, United States

Excited to give back to the amazing TechStars accelerator and the companies they support

Sep 2024 - Present

It Director

Current

Dallas/Fort Worth Area

Experience:- Divestitures, Mergers, Acquisitions- Complex IT Vendor Contracts- Solutions and IT Business Systems Architecture- CRM Implementations and Integrations- Sales Engagement Configuration- Customer Service Processes and Systems- ERP Implementations and Integrations- AR Automation, Credit Card, ACH Implementation- Email and M365 Integrations- IT.

Mar 1997 - Present

Cost Accounting And Computer Programming

Vineyard, Inc.

Worked there summers and breaks through high school and college, then full time for several years after graduating.

1987 - 1997 ~10 yrs

Internship With Senator Pete Dominici From New Mexico

U.S. Senate

Washington D.C. Metro Area

Jul 1994 - Aug 1994
Team & coworkers

Colleagues at Source Advisors

Other employees you can reach at techstars.com. View company contacts for 2483 employees →

2 education records

Shelly R. education

Ab, Psychology

Activities and Societies: Gold Key Campus Guide, Italian Club Honors: First Group Scholars (usually represents top 10% of the class) Sigma.

FAQ

Frequently asked questions about Shelly R.

Quick answers generated from the profile data available on this page.

What company does Shelly R. work for?

Shelly R. works for Source Advisors.

What is Shelly R.'s role at Source Advisors?

Shelly R. is listed as IT Director at Source Advisors.

What is Shelly R.'s email address?

AeroLeads has found 1 work email signal at @sourceadvisors.com for Shelly R. at Source Advisors.

What is Shelly R.'s phone number?

AeroLeads has found 1 phone signal(s) with area code 905 for Shelly R. at Source Advisors.

Where is Shelly R. based?

Shelly R. is based in Dallas-Fort Worth Metroplex, United States, United States while working with Source Advisors.

What companies has Shelly R. worked for?

Shelly R. has worked for Source Advisors, Techstars, Vineyard, Inc., and U.S. Senate.

Who are Shelly R.'s colleagues at Source Advisors?

Shelly R.'s colleagues at Source Advisors include Chloe Takahashi, Mengxi (Kara) Wang, Louise Chevalier, Lavette (Brown) Mathias, and Matteo Squillari.

How can I contact Shelly R.?

You can use AeroLeads to view verified contact signals for Shelly R. at Source Advisors, including work email, phone, and LinkedIn data when available.

What schools did Shelly R. attend?

Shelly R. holds Ab, Psychology from Smith College.

What skills is Shelly R. known for?

Shelly R. is listed with skills including Project Management, Visual Studio, .Net, Salesforce.Com, Microsoft Project, Strategic Planning, Software Development, and Installshield.

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