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Team Biographies

Gary Katz, President, CEO & Founder
Joyce Stoer Cordi, Associate Partner and Client Services Group Leader
Tom Pencek, Founding Partner and Co-Team Leader, Sales Acceleration
Jerry Hart, Associate Partner and Co-Team Leader, Sales Acceleration
Lynn Hunsaker, Associate Partner and Team Leader, Customer Profitability
Dr. Juan P. Montermoso, Associate Partner and Team Leader, Marketing Scalability
Mike Gospe, Associate Partner and Team Leader, Strategy & Change Facilitation
Linda Popky, Associate Partner and Team Leader,  Return on Marketing
Dick Heermance, Founding Partner
Murry Shohat, Founding Partner
Sharyn Fitzpatrick, Associate Partner
Glen Petersen, Associate Partner
Ron Snyder, Associate Partner
Chris Pareja, Senior Consultant
Michael Teeling, Senior Consultant

Board of Advisors

Judy Ash, Director of Marketing Operations, Network Appliance
Jerry Cashman, Cashman Consulting
Christine Crandell, Interim CMO, Siperian
Robert David, Business advisor and investor
Larry Inman, Senior Manager, Marketing Operations, Cisco Systems
Mar Junge, Principal, C3PR
Adrian Ott, CEO and Founder, Exponential Edge
Laura Patterson, CEO, VisionEdge Marketing
Steven Sugar, Account Manager, Aprimo
Richard Trutz, Managing Partner, 360 Strategic Partners
Jon Umsted, Former Process and Pipeline Manager, Sprint
Beth Weesner, Principal, Marketing Transformation Services

 

Gary Katz, President, CEO & Founder – Gary is a visionary and thought leader in the emerging Marketing Operations field. He is a veteran with more than twenty years of marketing and change management experience in the technology industry in corporate, agency and entrepreneurial positions, where he directed corporate marketing, communications, public relations, lead generation and qualification, investor relations, and employee communications programs. Previously, Gary served as director of communications for ShoreTel, director of corporate marketing for Aplix Corporation and senior manager of corporate communications for Insignia Solutions. He also worked as internal communications consultant with Siemens ICN and Voice of the Customer/Voice of the Employee facilitator with Sun University in the mid-to-late 1990s.  Before that, he worked as a director, account supervisor, or preferred subcontractor for more than a dozen leading public relations and marketing consulting firms. Marketing Operations Partners represents Gary’s fourth business start-up. He also founded Marketing Operations Partners’ sister company, CommPros Group in 2005; Katz Business Communications in 1990; and Public Relations Solutions, Inc. in 1985. Gary holds a master's degree in organization development from the University of San Francisco and a bachelor's degree in public relations from San Jose State University. Gary is past president of the Silicon Valley Chapter, Public Relations Society of America (PRSA), an Accredited Member of PRSA and a certified strategic planning process facilitator by the Institute of Cultural Affairs.  He is currently vice president of the Silicon Valley Chapter of the American Marketing Association (AMA), a national board member of the Business Marketing Association (BMA) and a member of the BMA Thought Leadership Committee. He has served as a track chair for the Marketing Operations Management Symposium since 2005, spoke and moderated panels frequently on Marketing Operations and Marketing ROI-related topics, and published several articles on Marketing Operations in MarketingProfs, Automate and other publications. In 2006, Gary started Marketing Operations Evangelists, a growing group of leaders dedicated to advancing the professional of Marketing Operations.

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Joyce Stoer Cordi, Associate Partner and Client Services Group Leader – Joyce is a versatile, innovative and practical executive with more than 20 years experience leading business transformation initiatives that have contributed more than $1 billion to organizations’ bottom lines. An expert in go-to-market and sales strategies, she has extensive experience with post-merger integration, multi-national/global account management, national customer service management, and global logistics management. Joyce served as Vice President and Client Director for Gartner Group, where she led a 70-member team that provided global sales leadership and client executive relationship management for Compaq and, later, post-merger HP, addressing such challenges as the HP technology roadmap, branding, CRM ROI and competitive assessment. Joyce also was Director, High Technology Industry Practice for Alexander Group, a specialty management consulting firm focused on sales and marketing growth solutions, where she led teams that developed a worldwide SMB common market segment and sales forecasting process for Microsoft and conducted SMB buying behavior and preference primary research for Oracle. As principal of her own business strategy consulting firm, Joyce helped Cisco Systems streamline Sarbanes Oxley compliance testing through business process improvements using existing technology.  Joyce also was a management consultant with Price Waterhouse and Computer Science Corporation, servicing clients such as Dell, Intel and Sun Microsystems.  She is a frequent speaker at national and international events, including the Ariba Marketing Forum and Gartner Symposium. Joyce is a certified Miller Heiman sales trainer, and is also SAP and AMAPS certified. She earned her BA degree in History and Economics from the University of California.

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Tom Pencek, Founding Partner - Tom is co-team leader of Marketing Operations Partners' Sales Acceleration services suite, which focuses on building a robust sales pipeline through lead generation and nurturing strategies.. He brings more than 20 years of experience in sales, sales management, service development and marketing to Marketing Operations Partners and CommPros Group, where he is also a founding partner. An expert in services marketing and the development, management and measurement of lead generation programs, Tom has worked with Tandem, SGI, Compaq, HP and many emerging technology companies. He has earned a Service Marketing Professional Certification by Information Technology Services Marketing Association (ITSMA). Tom specializes in designing programs that integrate with mainstream marketing campaigns to generate, capture and monetize prospect-volunteered needs and requirements—with the end result of turning customer needs into corporate profits. Tom leads a team of marketing services providers focused on building lead-generation and lead nurturing programs that provide an exemplary return-on-investment (ROI) for our clients.

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Jerry Hart, Associate Partner – Jerry is co-team leader of Marketing Operations Partners' Sales Acceleration services suite, which focuses on building a robust sales pipeline through lead generation and nurturing strategies. He also leads Marketing Operations Partners' Internet Operations team, which excels in delivering profitable e-mail marketing and search engine marketing programs, as well as producing dynamic database driven, RSS-enabled websites that support search optimization and thought leadership strategies.. As founder and CEO of Hart Creative Marketing, Inc., an internet marketing corporation dedicated to not just building websites but building business, Jerry and his team aim to give people tools that ignite and excite business decision makers to maximize their success in marketing. Hart was also a morning show radio host in San Francisco for Clear Channel Communications and holds the position as "the voice" of Captain Morgan Rum. Recognized as a dynamic speaker and prolific writer, Hart has been published in magazines, newspapers, and internet publications. He is the author of Blueprint to E-Marketing (Blueprint Press, Sept 2006).

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Lynn Hunsaker, Associate Partner – Lynn is team leader of Marketing Operations Partners' suite of Customer Profitability services, which teaches corporations how to set up programs for acting on the Voice of the Customer for improved profits and sustainable growth. She was project director of Marketing Operations Partners' recently-published best practices benchmarking study, “Journey to Marketing Operations Maturity.” Lynn's global marketing experience includes product management, market research, alliances, acquisitions, marcom, process improvement, metrics, incentive programs, and change management. She is an AMA Professional Certified Marketer, ASQ Certified Quality Manager, and Qualified MBTI® Practitioner. Lynn also teaches courses at UC Berkeley Extension, SJSU and Mission College. Before founding her own firm, ClearAction, she directed marketing and quality at Applied Materials, Business Insights, Tragon, and Sonoco. As past president of Silicon Valley chapter of the AMA, her team received AMA’s Chapter Excellence Award in 1999. Lynn earned psychology and business degrees at Brigham Young University, and an MBA at Vanderbilt University.

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Dr. Juan P. Montermoso, Associate Partner – Juan is team leader of Marketng Operations Partners' suite of Marketing Scalability services, which focuses on developing sustainable marketing processes, effectively leveraging technology solutions, establishing and documeingt best practices, and getting the most out of individuals and teams. enables high tech organizations to make effective use of their IT resources in advancing marketing and supply chain operations in his dual roles as Marketing Information Technology Team Leader for Marketing Operations Partners and President of Montermoso Associates, a marketing and training consultancy. Internationally he has led innovation in Asia Pacific as a Vice President for Management Information Systems with a Manila-based conglomerate and later as a consultant for the SGV Group, an Accenture partner in Asia. As a business school professor, he has been teaching at the Executive MBA level as well as successfully preparing Bay Area professionals for certification exams in operations management. Juan earned a Bachelor of Science in Engineering and Applied Science from Yale University, a Master of Science in Computer Science from Harvard University, and a Doctorate in Business Administration from the Harvard Business School. He has been honored as a Homecoming Scientist recipient by the Philippine government and is currently certified at both the CPIM and CIRM level by APICS, the professional society for operations management. In addition, Juan has published numerous papers on information systems management and Internet marketing applications and has presented at international meetings in the United States, Asia, and Latin America as well as at past APICS International Conferences.

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Mike Gospe, Associate Partner – Mike leads Marketing Operations Partners' suite of Strategy & Change Facilitation services, which helps align Marketing with the enterprise strategic planning process while also enabling Marketing organizations to benefit from independent third-party facilitation of their own internal strategic planning processes. He also leads Marketing Operations Partners' Campaign Management service to develop and execute team-based world-class integrated marketing campaigns. With more than 20 years of hi-tech marketing experience, Mike is an accomplished leader, marketing strategist and corporate executive. Mike’s expertise is in working with CMOs and marketing teams to architect and hone their marketing strategies, processes, and plans.  He wears the victories and battles scars of campaign development, having worked eight years in the trenches as a campaign manager and then as the director of the campaign management team at both HP and Sun.  As a result, Mike was recognized as being one of the key architects that helped these companies reinvent their approach to global integrated marketing planning and execution.With his customer-centric view, Mike designs and facilitates team meetings and workshops to help them structure and coordinate market- and product-requirements gathering processes, design and execute multi-faceted demand generation campaigns, and identify and resolve product management and product marketing roles and responsibilities issues. Mike is also a popular facilitator of customer advisory board meetings. Mike is also the author of the new book (available March, 2008), Marketing Campaign Development: What marketing executives need to know about architecting global integrated marketing campaign.  This is the one book that demystifies the campaign development process with a recipe for success based on proven best practices.  As a recognized leader, Mike is a noted author of a number of marketing- and sales-related articles, and is a guest speaker at Golden Gate University in San Francisco and the University of Santa Clara.  He is also a frequent speaker at VC and marketing forums on the topics of business and marketing planning, messaging, and sales development.

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Linda Popky, Associate Partner – Linda is team leader of Marketing Operations Partners' suite of Return on Marketing services, which helps demonstrate the contributions of marketing organizations to enterprise success.  She also leads the Marketing Competency Development service, which enables Marketing organizations to build the core competencies and marketing teams they need for future success. In addition to her role at Marketing Operations Partners, Linda is president of her own firm, L2M Associates, Inc., a strategic marketing company that helps organizations dramatically improve their bottom line by more effectively leveraging their investment in marketing programs, processes, and people. L2M works with a wide range of organizations from startups and small businesses to Fortune 100 companies to use their existing marketing resources as effectively and efficiently as possible. Companies with whom Linda has worked include Sun Microsystems, Cisco Systems, Network Appliance, Autodesk, Tech Data, CompeteNet, Triple Ring Technologies, NovaRay Systems, and more. Linda’s expertise includes strategic marketing, marketing operations, marketing team development, facilitation, communications and messaging, sales training and support, channel/field marketing, industry/market development and product marketing. She has architected leading edge customer loyalty and retention programs with a focus on improved business efficiency, customer advocacy and quality, and she has a reputation for strong leadership and team management, as well as strategic program development and delivery skills. Linda is on the faculty of the Integrated Marketing Program at San Francisco State University’s College of Extended Learning, where she teaches courses on Branding Strategies and Measuring Return on Marketing. She is in demand as a speaker for presentations and workshops to corporate, non-profit and conference audiences, and her marketing and business related articles have been published in a number of online and print publications. She has an MBA and a BS in Communications from Boston University.

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Dick Heermance, Founding Partner –Dick leads Marketing Operations Partners' Customer Reference Power service, which helps companies optimize their reference programs by building a pipeline of passionate customer evangelists. Dick has 30 years of experience in marketing and marketing communications with growing and dynamic software companies. Prior to joining CommPros Group as a founding partner last year, Dick was an independent marketing services consultant for Aplix, Blazent, Neptium, ShoreTel, and others. Before that, he was director of marketing communications at Insignia Solutions, where he developed and implemented re-branding/re-positioning strategies and directed worldwide public relations. As the company's senior marketing manger for Unix products, Dick successfully launched six new products in eight months, creating and implementing the supporting advertising, PR, packaging, trade show, direct marketing, sales collateral and partner programs. Earlier, Dick was marketing manager at Software Publishing Corporation and Informix Software, where he managed numerous successful product launch campaigns and marketing programs, created sales presentations and collateral material, managed events, and created and launched partner and channel marketing programs. Before that, Dick managed major OEM, third-party and VAR accounts at Oracle Corporation and held positions in sales and professional services management at Tymshare, Inc., exceeding sales quotas and receiving high marks for excellent customer relations.

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Murry Shohat, Founding Partner – As team leader of Marketing Operations Partners' Public Relations Operations service, Murry is an expert in helping companies build and sustain mindshare by ensuring public relations and marketing communications efforts are well-aligned with the company's actual performance. Murry has worked as a magazine editor and reporter, public relations consultant and Fortune 100 PR executive with several Silicon Valley firms over the last two decades. Before joining CommPros Group as a founding partner last year, Murry was the co-founder and executive director of the Embedded Linux Consortium, where he was responsible for creating consensus among board members from 19 competing software companies. In just three years, the Consortium produced the visibility and ROI to drive membership to more than 175 corporations and individuals. Previously, Murry worked as a public relations consultant for Agilent's Test & Measurement Group during its spinout from HP. He also was director of public relations for Philips Electronics for five years and spearheaded the launch of analog memory for Information Storage Devices (ISD), which became the basis for digital music and digital voice recorders and players. In addition, Murry has had his hand on several PR tillers for players in the VMEbus industry. With a degree in Journalism and an MBA (Systems Approach /Team Action emphasis) in process, Murry continues to help global and local companies achieve mindshare marketplace traction for their technologies and products.

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Sharyn Fitzpatrick, Associate Partner  – Sharyn leads Marketing Operations Partners' Marketing Communications Operations service. She brings more than twenty-five years experience in sales and marketing with expertise in global marketing communications to deliver real results to companies which need innovative and cost-effective programs. This includes pre-and post IPO preparation and marketing, investor relations, lead generation, event management (online via webinars and live in-person), creating direct, measurable top and bottom-line results for her clients.  Sharyn is an experienced translator of senior executive vision into effective, impactful communication strategies and programs.  In addition to her roles with CommPros Group and its sister company, Marketing Operations Partners, Sharyn has held a variety of senior level positions at Knight-Ridder, Inc., SumTotal, The Learning Company, Accolade, Inc., Pacific Bell/SBC, Atari, and Warner Communications. Her client list includes Interwise, Rapt, SignalDemand, SumTotal, Vitesse Learning, MindCrossings, American Society of Training and Development (ASTD), Aperto Networks, Ronin Ventures, Skillsoft and others.  For long-time client Interwise, Sharyn creates revenue-generating web seminar programs and partnerships with technology and eLearning publications and trade shows. Her team is responsible for event management, technology and audience development for more than 350+ web seminars per year for CMP, VoiceCon, Interop, Crain, CIO, Chief Learning Officer and Workforce Performance magazines, and others. She is an author and frequent speaker on “Using Web Seminars for Lead Generation and Revenue” as well as a number of other marketing topics. Sharyn is Chairman of the Industry Council for ConferZone and she also serves on the Penn State University Alumni Association Board for Directors for the College of Communications.

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Glen S. Petersen, Associate Partner Glen is an internationally recognized speaker, writer, practitioner, and thought leader in the Customer Relationship Management (CRM) and Sales performance industries.  As a visionary and early adopter of Sales Force Automation (SFA), in 1986 Glen led one of the first successful national implementations of SFA in the United States.  He represents one of the few practitioners who have the experience of senior level positions in corporate America and the systems industry.  In the past 12 years Glen has authored seven books that address how to effectively leverage technology to achieve operational success and how to build a solid business case for these applications.  At the heart of these books has been the broader issue of organizational alignment; Glen’s latest book, “The Profit Maximization Paradox,” provides a unique perspective on solving the perennial disconnect between Marketing and Sales.  His consulting experience embraces the entire spectrum of customer facing functions.

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Ron Snyder, Associate Partner – Ron directs a variety of cross-functional alignment and innovation related services. of Marketing Operations suite of Sales Process Acceleration servicesFor the past 16 years, Ron has run his own consulting company, Breakthrough, Inc., which has helped a variety of companies accelerate their revenue growth by improving their sales, marketing and product development alignment. His clients have included rapidly-growing companies, such as NetSuite, Exodus Communications, Adobe and Macromedia, and large established companies, such as Hewlett-Packard, Synopsys, Cisco Systems, Agilent Technologies, Siemens and Philips. Prior to founding his own firm, Ron spent 11 years at Hewlett-Packard, where he was consistently recognized as a top performer in sales, marketing and management roles related to software, systems solutions and medical systems. His responsibilities included worldwide, cross-functional marketing program management, bringing new products to market, entering new markets and leading sales teams. Prior to that, he was a product designer and engineering project manager for computer product development. Ron holds Bachelors and Masters Degrees in Engineering Design/Human Factors in Design from Tufts University, an MBA from Northeastern University and is certified in accelerated learning methods. He has been involved with Stanford’s ReVeL Lab, which researches and implements methods for launching new ventures in a very quick and sustainable manner.

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Chris Pareja, Consultant – Chris works with Ron Snyder to deliver Marketing Operations Partners' Sales and Marketing Alignment service, which helps sales and marketing teams work effectively together. For more than a dozen years, he has specialized in expanding businesses’ bottom lines in a variety of marketing, management and sales positions. Before launching his own marketing agency, LeadGenaires, he served as vice president of business development at Kassner, where he generated new marketing and design projects with companies such as Intel, ACCPAC, TechVentures Network and C&C Group. He has also served as a business development consultant; vice president of marketing and sales for Flowtix-Small Business Solutions; and director of US and Canadian field marketing for NAME Solutions Corp. Earlier, he held a several marketing and sales positions for Cambridge Technology Partners (now part of Novell). Chris recently founded B2B Power Exchange, a lead exchange forum for business development professionals targeting mid-sized and larger companies.

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Michael Teeling, Consultant – Mike leverages his expertise in analyst relations and Marketing Operations to ensure that market research and consulting subscription service investments are optimized. He is a 17-year veteran of the marketing and public relations industry with experience on both the corporate and agency side. He founded his own firm, INFLUENTIAL, in 2000 to provide management consulting to a variety of technology start-ups and established players with services spanning all marketing communications functions - either as an individual contributor or in an "acting director" capacity. In recent years, his consulting practice has focused on strategic but frequently overlooked areas such as industry analyst contract ROI and B2B technology brand creation. His blog, Buyer2Brand, communicates his progress while examining what makes a fearless B2B technology brand. Before founding INFLUENTIAL, Mike was director of marketing at Active Decisions Inc. (formerly Active Research); account supervisor at The Horn Group and account manager at Fleishman-Hillard; marketing manager at a telecommunications carrier that was acquired by Worldcom and later merged into MCI. Earlier in his career, he did entertainment publicity for Family Channel, NBC, and Warner Brothers Television. He holds a Bachelor's degree with honors in mass communication from Boston College.

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