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Billing Tree

Leadership Team

David Roberts
President & CEO

David Roberts David Roberts is President & CEO of BillingTree.

David Roberts, President & CEO of BillingTree, is passionate about the importance of nurturing and developing entrepreneurial skills, business growth and the value of corporate responsibility in the local community.

Roberts joined BillingTree in 2012 with the charter to guide the company through its next major expansion phase. He oversees the strategic direction of BillingTree, is active in the day-to-day operations of the company and provides oversight on all key initiatives.

Before joining BillingTree, Roberts was President and CEO of Equity Methods, an employee stock option  valuation software and services company that he led from inception then sold to Bank of America Merrill Lynch in 2006. Post-acquisition, he stayed on as a Managing Director and held key leadership positions within the firms Retirement Services Group.

Prior to Equity Methods, Roberts was a founder of Acquity Group, providing management consultancy to top-tier firms focused on growth strategy, new product development, and customer relationship management. He earned an MBA from the University Of Chicago Booth School Of Business with concentrations in Finance and Strategy.

Roberts has remained committed to sharing knowledge for both businesses and students as it relates to growth strategy, leadership and community engagement.  He has served as an Adjunct Professor at the W.P. Carey Graduate School of Business at Arizona State University and is a frequent keynote speaker at corporate and academic symposiums dealing with strategy for firms facing growth challenges. He has lectured at several universities including the University of Chicago Booth School of Business and the J.L. Kellogg Graduate School of Management

On a local level Roberts serves as the Chairman for the Arizona Feed My Starving Children Leadership Committee.

 

Follow David Roberts on Twitter @BTreeDavid

Liz Caracciolo
Corporate Development

Liz Caracciolo

Liz joined BillingTree in August 2012 bringing 20 years of experience in a variety of business development and customer facing roles. As Vice President of Corporate Development, she is responsible for identifying and executing growth initiatives including new products and services, new markets and partnerships and for setting the corporate growth and partnership strategy.

Prior to joining BillingTree, she worked as the Director of New Product & Service Development at Bank of America Merrill Lynch's Equity Plan Business.  She was previously the Director of Marketing and Client Services at Equity Methods, where she was responsible for leading and developing the company's key business partnerships to optimize growth, including companies such as Merrill Lynch, Charles Schwab and the Bank of New York/Mellon.

She holds an MBA from Emory University with concentrations in both Marketing and Finance and a B.S. in Business Management and Marketing from Cornell University. In addition, Liz also co-authored a case study published in "Customer Equity: Building and Managing Customer Relationships as Valuable Assets (2001)" Harvard Business Press.

Richard Knowles
Finance

Richard KnowlesRichard Knowles has been serving BillingTree as the company Controller and effective August 2012 as Vice President of Finance.  His primary responsibility is managing the company's budgeting and financial reporting.

Prior to joining BillingTree, Richard spent time in the finance departments at a number of multi-billion dollar companies including Safeway and KB Homes. He is a CPA, holds a Masters of Business Administration from the University of Phoenix and received a degree in Psychology from Purdue University.

Chad Probst
Sales

Chad ProbstChad has been a consultative sales professional for the past 14 years working within the transportation, software, and payment processing markets. He started with BillingTree in 2003 and rejoined the company in 2007. He is currently the VP of Sales and is responsible for the sales and top-line revenue.

Prior to rejoining BillingTree Chad led sales initiatives as Senior National Account Manager for Webex, an entity of Cisco.

He received a Bachelor of Science from Millikin University.

Dave Yohe
Corporate Marketing

Dave YoheWith over 24 years experience in marketing and advertising, Dave Yohe heads up BillingTree's corporate marketing team. Responsibilities include Marketing, Lead Generation, Advertising, Tradeshows, Public Relations, Marcom, and Branding. Additional focus is spent on Analyst Relations and New Market Penetration.

Dave joined BillingTree in February 2010 after a multi-year leadership role with online fraud detection and prevention firm the 41st Parameter. Dave has also successfully led marketing teams for Infusionsoft and JDA Software, gaining over 13 years of Software Technology marketing experience within the Financial Services, Retail, e-commerce and CRM verticals.

He received a Bachelor of Arts from the University of Arizona.

Marya Ulis
Strategic Alliances

Marya UlisAs BillingTree's Director of Strategic Alliances, Marya manages the relationships and go-to-market activities  with the firm's strategic partners. Marya brings over 20 years of experience in business and financial software  marketing, sales and partnerships.

Prior to BillingTree, Marya held positions at ImageTag, FiREapps, Equity Methods (a division of Merrill Lynch),  J.D. Edwards (now part of Oracle), and Bankers Trust Company leading partner management, marketing, sales channel relationships, product direction, and strategic growth.

Marya earned a B.A. Cum Laude from Bryn Mawr College.

Melissa Kirk
Technology

Melissa KirkMelissa joined BillingTree in 2012 as Vice President of Technology. Melissa brings over 13 years experience in systems and software development, project management, audit and compliance. Melissa currently manages all business technology, telecommunications, wide area networking, local area networking, desktop support, information security, disaster recovery planning, compliance and software development functions.

Melissa previously served as Vice President of Technology for Equity Analytics LLC (a subsidiary of Bank of America Corp.) and as Manager, Product Development at Gradient Analytics, Inc.

Melissa received her BIS Degree from Arizona State University.