West Monroe Partners appoints eight new Directors in the US

24 March 2017 Consultancy.uk

West Monroe Partners has appointed eight new Directors across its operations in the US. The appointees are: Danny Freeman, Brad Haller, Brad Ptasienski, Nicole Shaver, Jordan Sternlieb, John Stockamp, and Jeremy Tancredi.

Danny Freeman joined West Monroe Partners in 2007, following an Accelerated Development Program in finance at Ingersoll Rand. In 2010 he joined the firm’s Energy & Utilities practice in Chicago, and has since worked on a number of projects across the sector, leveraging his financial acumen. His promotion sees him take on the role of Director, responsible for driving the practices growth.

Brad Haller joined the firm in 2010, from Accenture where he worked for almost seven years. His work at West Monroe Partners has been focused on in leading due diligence, post-close merger integration, and value capture programs for strategic and financial buyers. The promotion sees him take on a Director role in the firm’s M&A practice, situated in Chicago.

Prior to joining the firm in 2012, Greg Poffenroth worked at POSSIBLE as an Associate Director in the firm’s Strategy division. His work has focused largely on data analytics, through the delivery of sustainable and transformational data solutions to clients. As a Director in the firm’s Customer Experience practice, he will continue to provide clients with strategist in the business intelligence space.

Brad Ptasienski worked at Motorola Mobile Devices prior to joining West Monroe Partners in 2007. His work at the firm has been focused on developing the customer experiences of the firm’s clients, which has included developing new lines of business with clients. As a Director he continue to drive the firm’s business presence and support clients in the greater Chicago area.

Greg Poffenroth, Customer Experience, Seattle, helps a wide array of clients develop forward-thinking customer experiences that leverage digital solutions to fulfill the brand promise and drive business value. He has substantial experience establishing new lines of business for digital advertising agencies. He is also a regular speaker on social media and related topics.

Greg Poffenroth, Danny Freeman, Brad Ptasienski, Brad Haller, John Stockamp, Jeremy Tancredi, Jordan Sternlieb and Nicole Shaver - West Monroe Partners.psd

Following just over a year as a Financial Analyst at Novamed, Nicole Shaver joined West Monroe Partners in 2007 as a Senior Staff Accountant. In 2012 she facilitated the ESOP conversion transition in audit procedures, as well as supporting the firm integrate a number of acquisitions. As Director in the firm’s Finance & Accounting practice, Shaver takes responsibility for firm’s core accounting function and processes.

Jordan Sternlieb worked at CAST Management Consultants as a consultant prior to joining West Monroe Partners in 2012. His role at the firm has focused on expanding its presence on the West Coast, and has seen him manage projects for the top-10 US banks, major regional banks, and large credit unions, form the firm’s Los Angeles office. As a Director, he will continue to support the firm’s expansion, as well as clients in the areas of merger integration, change management, operational effectiveness, and program management.

Prior to joining the firm, John Stockamp worked at Amazon as a Product Manager. Latterly, in his more than seven years at West Monroe Partners, Stockamp has lead the firm’s Pacific Northwest Financial Services from Seattle. In his new role as Director in the practice, he will focus on expanding the firm’s footprint in the region, as well as supporting clients with back- and front-office transformations.

Jeremy Tancredi was a Distribution Group Leader at Target prior to joining West Monroe Partners in 2007. His most recent work for the firm has been in its Workforce Optimization practice, focused on supporting clients with creation and implementation of engineered labour standards, as well as arbitration services. His role as Director in the practice sees him continue to support clients and build out the business across the region.

Regarding the promotions within the firm, Kevin McCarty, CEO and president of West Monroe Partners, remarks: “For a firm of our size and growth trajectory, it is critical that we always have our eyes on our leadership pipeline. That is one reason we refreshed our firm mission last year to focus on building the next generation of leaders. Our strong annual growth creates exceptional opportunities for our people to step up and provide leadership for the various facets of our company. These director appointments and promotions reflect both our expanding leadership needs and outstanding individual contributions and commitments that enable us to deliver our uncommon blend of business consulting acumen and deep technical expertise in a collaborative, cohesive way.”

More news on

×

Grant Thornton UK appoints five new Partners

23 April 2019 Consultancy.uk

Sergio Cardoso, Matt Maltz, Jessica Patel, Marc Roberts and Nick Warner have been appointed as partners at Grant Thornton. With the company undergoing a year of transition under new leadership, the new members will help consolidate the firm’s offering as it looks to reach new levels of growth in 2019.

2019 sees Grant Thornton’s UK wing undergoing a process of transformation. As the group looks to ensure its teams “provide the right level of support for profitable growth” and create an environment that “makes it easier for our people to do great work”, the firm has announced a succession of senior appointments across its regional divisions.

In February, this saw Chris Petts and James Bulloss named Partner and Director in the North East and Yorkshire respectively. Now, the UK’s sixth-largest auditing and consulting firm has confirmed the installation of a further five Partners across its UK team.

Sergio Cardoso is a long-standing Grant Thornton employee, having joined from Daniel Auerbach & Company – where he was an Accountant – in 2005. Cardoso rose steadily through the ranks since then, taking up his most recent role as Audit and Assurance Director in 2015. In that role, he focused on dynamic, fast-growing and entrepreneurial private companies, as well as multinational and AIM-listed groups. He now takes up the position of Partner in Grant Thornton’s audit practice.

Grant Thornton UK appoints five new Partners

Nick Warner has been appointed as a partner in Grant Thornton’s VAT team based in London. Bringing more than 20 years of experience in tax to the role, Warner joins the firm from Moore Stephens, where he most recently was VAT Partner, during a five-year stay with the firm. Prior to that, Warner was a Partner in VAT at BDO and PKF UK. He also spent five years at HMRC as a Higher Executive Officer.

Matt Maltz is the first of three Partner appointments in Grant Thornton’s real estate tax division. A former EY Partner in real estate tax, Maltz spent 17 years with the Big Four firm. In his new position with Grant Thornton, he will tackle similar client areas, as a Partner in real estate tax.

Jessica Patel has also been promoted as a Partner in the firm’s real estate tax practice, having been with the firm for more than 15 years. Patel joined Grant Thornton as a trainee in 2003. She is a licensed member of both the Association of Tax Technicians and the Chartered Institute of Taxation. As a Partner, Patel will advise a wide variety of clients ranging from UK property investors and developers to overseas investors and property funds.

Marc Roberts is another Big Four alumnus to join Grant Thornton as a Partner. Roberts exited EY to take up his new position, having been an Associate Partner and real estate advisory lead at the company. With more than 25 years of experience in the financial services sector, Roberts also formerly held a Directorship and headed the corporate finance real estate advisory team at fellow Big Four firm PwC.