Thomas O'Keefe Email and Phone Number
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I work with a number of early and growth stage software companies, both in operational and board roles, leveraging my business experience acquired at Fortune 500 and startup companies. This experience, coupled with a passion for the promise of technology as a catalyst for human performance and connection, enables me to bring a refreshing approach to enterprise building. I have worked with Fortune 500 and Global 100 brands in almost all industries and possess the capacity to transform concept to reality. From 2003 to 2010 I served as a founding employee and ultimately COO of EthicsPoint Inc, a SaaS based platform player in the post Sarbanes Oxley compliance market. Despite austere financing EthicsPoint transitioned from the start-up to 20+ million in revenue in 2010 and a pre-liquidity position as the market leader of on-demand compliance case management. EthicsPoint was acquired by Riverside Capital in March of 2012. Over the past 10 years I have had the unique opportunity to see first hand the value of social technology on marketing, e-commerce, and business process. Most recently I served as the CEO of 4-Tell, the market leader in data driven personalization and intelligent collaboration for merchants. We have launched the industries first platform purpose built to support merchant sales teams and eCommerce professionals . By combining cross channel transaction data management with an advanced machine learning layer we enable a new model of commerce customer engagement that is transforming the retail market. We sold 4-Tell to SearchSpring in July of 2020. Specialties: Business and revenue planning, sales execution, programatic marketing, solution consulting, business modeling, CRM, compliance and risk management, and overall business governance.
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Chief Executive OfficerSolo Llc Aug 2024 - PresentLehi, Utah, UsSolo provides the most comprehensive software in the residential renewable solar energy market. Our technology ensures homeowners and commercial real estate companies can safely and quickly consider deploying solar systems. We enable the most accurate pricing through our marketplace, connecting manufacturers, installers, and lenders with consumers. The results of our work drives solar adoption, supports growing regulatory oversite, and ensures consumers fully understand how best to engage renewable energy. We are changing the world one home at a time! -
Operating Partner And Portfolio ConsultantInverness Graham Jun 2012 - PresentWayne, Pennsylvania, UsInverness Graham is a Philadelphia-based private investment firm with over $500M of assets under management across three institutional investment funds. Inverness specializes in strategic platform builds of high-growth technology-enabled businesses and looks to acquire innovative manufacturing, service and technology companies. As an Industry Advisor, I work with the Managing Partners to evaluate high-value markets, support deal execution, and serve in Board or Operating roles post-acquisition. Priority segments I support include; eCommerce, Marketing Automation, Compliance, and Analytics. -
Executive Board MemberKalkomey Enterprises, Llc Mar 2016 - Aug 2024Richardson, Texas, UsKalkomey Enterprises, Inc. delivers education in a variety of ways, including more than 800 national and state-specific classroom manuals, handbooks, and ebooks. Our online safety courses and exams help boaters, hunters, bowhunters, and those who operate off-road vehicles and snowmobiles earn official certifications. Kalkomey was acquired in 2015 by Inverness Graham. -
President And CeoSyntrio, Part Of Mitratech Jun 2021 - Mar 2024Deerfield, Il, UsSyntrio is the market leader in values based learning and employee feedback. We have over 6000 customers who trust our teams and products to support their business. We are committed to improving the world one organization, one culture, and one person at a time. (Sold to Mitratech) -
Board MemberSyntrio, Part Of Mitratech Jul 2019 - Mar 2024Deerfield, Il, UsSyntrio merged with Lighthouse Services to become the premier ethics and compliance solution provider to build and sustain a more responsible, aspirational company culture. Our comprehensive platform of products and services reinforces your organization’s code of conduct and related policies. It empowers employees with the newest training content and design, a confidential and anonymous means to raise concerns and manage them. It also provides you with the ability to analyze data and make the necessary changes to accelerate the performance of your workforce. (sold to Mitratech) -
Board MemberGps Trackit Nov 2020 - Jan 2023Roswell, Georgia, UsServed as interim CEO working with IGI on resetting the vision for the business, aligning the team on operating strategy and helping to transition in our new CEO. -
Strategic AdvisorDealpoint.Io (Acquired By Clari) Jun 2020 - Sep 2021
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President & Ceo4-Tell Mar 2016 - Sep 20204-Tell's cloud-based data analytics software increases sales by going beyond traditional personalization. We enable shopper engagement across all channels and marketers, merchandisers and sales teams use the platform for critical insights and real-time actions. More than 250 retailers, including prAna, Ex-Officio and Pens.com use 4-Tell to modernize their omni-channel approach. The company is headquartered in Portland, Oregon.
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Board Member4-Tell Jul 2015 - Jul 20204-Tell is an ecommerce software company that increases conversion and sales 15% or more for online retailers with personalized product recommendations. 4-Tell’s suite of Boost® Recommendations products for web, e-mail, and mobile platforms increases conversion, sales and revenues for online retailers while providing customers with a personalized shopping experience. Our products are designed to work for all retailers selling any type of products, can be setup in less than an hour without any coding, and is affordable, starting at just $75/month. Our personalized product recommendations are used by companies selling everything from yarn to clothes to car parts. The Boost® Recommendations technology works on any platform, with a free one-click plug-in for many e-commerce platforms. Personalized product recommendations can be phased into shopping carts, on product pages, category pages and search results on the website as well as in other channels including e-mail, mobile, and social.4-Tell software can increase your online sales 25% or more, be live in less than a day, and has a 10x ROI guarantee! Let us show you exactly how 4-Tell will accelerate your online sales. Contact us today for a no obligation free trial. www.4-Tell.com
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Board Member (Former Treasurer)Smart (Start Making A Reader Today) Oct 2011 - Jan 2019Portland, Or, UsThe SMART reading program helps kids become confident readers by providing individual volunteer attention and new, take-home books. Each year we recruit, train and manage up to 10,000 volunteers throughout Oregon. Read about the effect SMART has on children, volunteers and supporters, or go directly to our volunteer page to fill the need in your neighborhood. Get involved in upcoming events or donate now online. -
Development BoardSmart (Start Making A Reader Today) Jul 2010 - Oct 2011Portland, Or, UsThe SMART reading program helps kids become confident readers by providing individual volunteer attention and new, take-home books. Each year we recruit, train and manage up to 10,000 volunteers throughout Oregon. -
CeoAkēlex Apr 2014 - Jan 2017Portland, Oregon, UsAkēLex stands at the forefront of dynamic medicine. We are delivering a comprehensive decision support technology to the healthcare marketplace. Our mission is to improve the scale and availability of healthcare through a seamless and integrated application that enables clinical teams to deliver expert diagnosis at the point of care. To achieve this remarkable result we assembled a team of medical professionals and information scientists who envisioned a quantum leap beyond today’s clinical decision support systems. Our team created a platform that augments the skills and knowledge of clinical care teams, helps provide a higher and safer level of service, and ensures clinical data is accurate and complete.With coupled tie-ins to leading electronic healthcare system (EHR) providers we bring a complete and comprehensive approach to patient engagement improving the care experience while ensuring accurate and detailed coding for downstream billing and analytics. -
Executive Advisory Board Member360Training.Com Nov 2013 - Jan 2017Austin, Texas, UsAdvisory Board Member @ 360training.com (Austin, Texas). 360training services over 2500 e-learning partners who together have trained more than 3 million users worldwide. Their integrated strategy of technology, content and service helps organizations and professionals' best manage career, compliance and certification needs. Ranked as one of the fastest growing technology companies by Inc. Magazine. -
Advisory Board MemberZapproved Feb 2010 - Sep 2014Portland, Oregon, UsZapproved's SaaS platform has become the fastest growing legal hold management system by helping corporate legal teams and law firms implement defensible preservation efforts. The on-demand system is intuitive to operate and can be used immediately without the need to install, configure or maintain software.Legal Hold Pro has been embraced by Fortune 500 companies, leading law firms and government agencies because it reduces risks of adverse outcomes in litigation. The proven compliance platform also offers significant savings by reducing labor costs associated with legal holds by more than 75 percent which delivers an ROI of more than 260 percent in the first year. -
Svp Of Mobile And SocialTigerlogic Mar 2013 - Jan 2014Stream, Curate and Visualize SocialThe Postano Platform transforms social media content into engaging experiences for events,retail spaces, websites, mobile apps, and executive dashboards. Our team is passionate about our technology and the power it has to strengthen community. We are a team of business strategists, developers, and creatives who love working with innovative brands. We believe our products help to create more dynamic experiences and create authentic conversations between brands and their fans.The easy-to-use Postano UI enables your team to create unique recipes and combinations quickly. Once you have the right mix, your team can even curate fan content ensuring the Postano experience is on-brand, even allowing you to moderate in real-time.Unlike ad-hoc solutions, our platform ensures reliability and flexibility with all of our products and services. You have a brand to nurture and you shouldn’t have to worry about the technology driving your most engaging experiences. Our technology gives us the power to innovate and you the tools to elevate your social narrative, perception, and strategy.
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Advisory Board MemberNapkin Labs Mar 2011 - Sep 2013Napkin Labs sees social business and customer communities as the evolution of focus groups and traditional research, and realized the right tools were needed to keep pace in an era of rapid innovation. Having built OpenLab as an platform to connect with external communities, we truly believe customer collaboration will continue to change the way businesses operate in the future. At Napkin Labs great ideas can come from anywhere, but the greatest ideas come from working together. We built our company to make that belief a reality. Join the fun at http://www.napkinlabs.com/
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Chief Revenue OfficerShopigniter, Inc. May 2011 - Mar 2013Portland, Or, UsShopIgniter is the leading provider of enterprise social commerce solutions. We help leading brands and retailers deliver campaign based social experiences that extend their reach and generate revenue through social commerce experiences and programs. Our SaaS platform combines the most compelling social experience with Facebook's open graph technology to enable users to fully express their passion for a brand and amplify those expressions across the social graph.ShopIgniter was acquired in 2014 by Mixpro, Mixpo enables agencies and media companies to build, deliver and measure interactive video ads on all screens. The company’s mStream video ads can be published on premium websites, ad exchanges, and in the newsfeeds of all major social sites. mStream video ads operate in any format: in-stream, in-banner, in-app and in-social. Set up and execution is fast and easy whether you do-it-yourself or use Mixpo as a managed service. -
Consultant For Mainsail Private EquityPaylease, Inc. Mar 2011 - May 2011PayLease provides a low friction process for the effective management and streamlining of lease and payment collection. Through technology and years of experience in the residential and commercial property industry, PayLease has created a one-stop shop to manage all of your residential, commercial and homeowner association needs through an industry leading payments platform.
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Chief Operating OfficerEthicspoint Inc. Dec 2008 - Dec 2010As the architect of EthicsPoint's go to market models I have over the past 7 years built EthicsPoint into the one of the premier brands in the EGRC space. My role included building and leading our sales, marketing, service, and consulting practice. Additionally I co-chaired the product steering committee guiding our company from a single product niche play to a business framework solution set. As a committed SaaS evangelist I share a singular passion for client adoption and business execution through leveraged internet based applications.
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Evp Sales & MarketingEthicspoint Inc. Nov 2003 - Dec 2008As the leader of EthicsPoint client forward teams and go to market model my primary responsibilities included market segmentation, product roadmap, sales process and messaging, and client adoption.
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Board MemberOregon College Of Art & Craft 2003 - 2008Portland, Or, UsOregon College of Art and Craft (OCAC), a principal center for education, dialogue, and the mastery of contemporary Craft, is dedicated to excellence in teaching art through Craft. Founded in 1907 by Julia Hoffman as the Arts and Crafts Society to educate the public on the value of art and craft in daily life, OCAC today is committed to studio practice as making with materials in a sophisticated conceptual framework. -
Western States Sales ManagerLearning.Com May 2003 - Oct 2003Portland, Oregon, Us -
Business Development ManagerCommunications Nw Jul 1996 - Apr 2003As a key leader on the executive team for this progressive 50-employee company, core responsibilities include managing and building direct sales organization, cultivating new business opportunities, building strategic corporate alliances, and executing corporate strategy in launching new technology offerings. Other MBO’s include the development and implementation of the enterprise’s franchise image and brand offerings. Responsibilities include managing our installation team in building wireless infrastructure, secure digital radio consoles, and multi-site radio infrastructure. Provide market intelligence to senior management in formulating pricing decisions and reviewing monthly enterprise-wide results.
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Senior Account ManagerNextel Communications, Inc.. Jul 1994 - Jun 1996Overland Park, Kansas, UsServed as a key account manager in both developing and executing entrepreneurial strategies to ensure the successful launch of OneComm's vision of the Motorola IDEN digital wireless network. Was instrumental in quickly evaluating “relationship potential” with key accounts across the Pacific Northwest as we brought this innovative communications platform to market, ultimately spurring a process of convergence where Nextel, OneComm, and Dialcall joined to form what is now known as Nextel Communications. -
Major Accounts ManagerAdp Feb 1990 - Jun 1994Roseland, New Jersey, UsMain responsibilities were to cultivate new business opportunities and manage existing client base for the Employer Services Division. This included the utilization of advanced financial modeling techniques {ROI models} for outsourcing payroll, tax liability reporting, and human resources management at small to medium sized companies in central New Jersey and later in Oregon and southwest Washington.
Thomas O'Keefe Education Details
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Mit Sloan School Of ManagementInnovation - Executive Education -
West Virginia UniversityEconomics
Frequently Asked Questions about Thomas O'Keefe
What company does Thomas O'Keefe work for?
Thomas O'Keefe works for Solo Llc
What is Thomas O'Keefe's role at the current company?
Thomas O'Keefe's current role is CEO, Board Member, Operating Partner in Private Equity..
What is Thomas O'Keefe's email address?
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What is Thomas O'Keefe's direct phone number?
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What schools did Thomas O'Keefe attend?
Thomas O'Keefe attended Mit Sloan School Of Management, West Virginia University.
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