Maple Glen Strategic Advisors is a resource rich partner to institutions in higher education.

We are diverse experts in the fields of higher education, business management and innovation, that help organizations craft workable solutions. Our proprietary process marries traditional best practices with new and existing innovations to create winning strategies and outcomes.

Lead by innovative leaders, Rob Delany and George Tsetsekos, Maple Glen Strategic Advisors brings to your team additional expertise in higher education, global finance, organizational development, marketing, construction, enterprise management and other disciplines. We help inform your decisions, execute on strategies and bring life to your vision.

Maple Glen Strategic Advisors provides innovative solutions to private and public institutions of higher education. We look forward to discussing how we could empower your organization’s potential.

Email or call to arrange a confidential meeting in person or virtually at your convenience.

Email: info@MapleGlenStrategicAdvisors.com
Phone: +01.267.575.4247

Empowering potential.

LEADERSHIP &
SENIOR ADVISORS

Rob Delany

Executive, Innovator, Collaborator, Author, Speaker, Catalyst and Entrepreneur.

Robert Delany is an innovator in the areas of organizational growth and development. Robert is the co-founder and CEO of Maple Glen Advisors which is a solution engineer for mission driven organizations. Maple Glen Advisors develops and leads strategic transactions and initiatives for organizations interested in winning through innovation and collaboration. With his unique ability to inspire and mobilize resources Robert has experience in stakeholder alignment, organizational development, and business strategy. He has led turnarounds, Initial Public Offerings, Management Buy Outs, startups, acquisitions, and divestitures. Robert publishes and speaks on the topics of innovation, collaboration, leadership, and organizational culture.

Previously, Robert was a Managing Director of Public Financial Management (PFM). PFM was a leading financial services firm, providing advisory services to government and non-profit entities in the United States and Europe with over 650 employees and $220 million in annual revenue. While at PFM, Robert orchestrated the ultimate sale of PFM’s businesses. The transactions resulted in the strategic repositioning of PFM’s businesses for further growth and expansion.

Robert held leadership roles with organizations such as Sciens Fund Management, European Financial Realty, FleetBoston, CoreStates Bank, JP Morgan, and Ernst and Young. Robert has a BS in Accounting and a Master of Science in Finance from Drexel University. He is also completing a Master of Science in Organizational Dynamics from the University of Pennsylvania.

Robert serves on boards of several professional, social, and philanthropic organizations. He is a on the Board of the Philadelphia Orchestra, Kimmel Center Inc., and the Academy of Natural Sciences of Philadelphia.

Email: RDelany@mapleglenstrategicadvisors.com
https://www.linkedin.com/in/robjdelany/
Twitter: @RobJDelany

Rob Delany

George Tsetsekos, PhD

George Tsetsekos, PhD. is an entrepreneur leader and innovator in higher education. George is the co-founder of Maple Glen Advisors, which is an advisory firm designing solutions to challenging problems for higher education institutions and non-for-profit entities. With more than 30 years of experience in higher education he has served in various leadership roles that involved strategic transformations and organizational realignments. He has led initiatives requiring restructuring of academic assets, repositioning of programs and services, and technology alignment across educational functions. In addition, he has been involved in developing value enhancing partnerships and collaborations for domestic and international institutions of higher learning.

George served as Dean of LeBow College of Business (2002-2012) and under his transformative leadership the college achieved national rankings and quality milestones in research and teaching. His development efforts led to the construction of two new business school buildings and the launching of nationally recognized centers in Corporate Governance, Technology Entrepreneurship, and Strategic Leadership.

Prior to his appointment as Dean, he served for four years as Drexel’s Vice President and Vice Provost for academic administration, contributed to the completion of the strategic merger between Drexel and MCP Hahnemann University, and initiated programs for Drexel’s West Campus expansion in Sacramento CA.

George has served on the advisory boards of the Federal Reserve Bank of Philadelphia, the Penjerdel Council, the Pennsylvania Economic League, the World Trade Center of Greater Philadelphia, and other organizations and has Chaired the Board of the Global Interdependence Center (GIC). Also, he has served in consulting and advisory roles in several organizations including The World Bank, SEC, Bearn Stearns, and FannieMae. Active in academic consulting, Dr. Tsetsekos has advised several institutions on strategy, reorganizations, program and curriculum development, assessment of learning, and enrollment management matters. He has served as chair or committee member in more than 50 accreditation reviews for institutions in the US and abroad.

His recently published book “Business Leadership in Turbulent Time: Decision Making for Value Creation” has received several awards and he is a frequent speaker on matters related to finance and investments. He holds a Ph.D. in Finance from the University of Tennessee, an MBA in Finance and a B.S. in Electrical and Mechanical Engineering from the University of Athens, Greece.

https://www.linkedin.com/in/george-tsetsekos-phd-38660339/
Email:  GTsetsekos@mapleglenstrategicadvisors.com

George Tsetsekos

(in alphabetical order)

Steve Bauer, Senior Advisor

Areas of Expertise

  • Group facilitation
  • Business culture
  • Cross-functional collaboration
  • Teamwork and trust
  • Effective communication
  • Entrepreneurship

Background and Experience

Steve Bauer is a Senior Advisor for Maple Glen Strategic Advisors, LLC and founder of Tier 1 Group. Tier 1 is a consulting business that delivers high-impact growth solutions to small and mid-size organizations. Steve’s passion is supporting leaders in building high-functioning teams; he is skilled at identifying obstacles to team functionality, moving teams to significantly higher levels of trust, improving interpersonal communication, and delivering effective and efficient processes for team choicefulness and continuous improvement.

Tier 1 Group’s Teamship (Team + Relationship) training programs support the development of high-functioning team relationships rooted in trust, effective communication, and engagement. Tier 1 has proprietary tools and frameworks for deeper understanding and skill development – particularly in the areas of trust. Steve and Tier 1 are committed to enhancing their capacity to improve trust as a foundation for more effective collaboration.

Steve has a BA in Economics from Bucknell University and an MBA from Villanova University. He is President of the Entrepreneurs Roundtable and on the Executive Committee of The Business Leadership Forum of the Union League of Philadelphia. He was also the founder and past president of the Rotary Club of Chestnut Hill, PA.

For More Information
Linkedin:  https://www.linkedin.com/in/steve-bauer-7b76201/

Steve Bauer

Kerry Benson, Senior Advisor

Areas of Expertise

  • Information technology
  • Cyber Security
  • Business strategy
  • Innovation

Background and Experience

Kerry is President and CEO of Big Edge Advisors, LLC, which provides strategy, technology, and business consulting services to clients across multiple sectors.  Kerry is a seasoned technology executive with a track record for executing initiatives that achieve measurable outcomes, drive enterprise value, improve operational efficiency, and create competitive advantage.  He is also a trusted advisor and partner that provides valued guidance to C-Suite executives and corporate and non-profit boards regarding digital transformation, strategic planning, cybersecurity, audit, operations, and M&A due diligence. 

Kerry has worked in the technology field for more than 30 years. Most recently Kerry was with Public Financial Management where he was Managing Director and Chief Information Officer Before joining PFM, he spent six years as Vice President in the Global Technology Services division for State Street Corporation.  In that position, he was responsible for managing a full-service IT organization that provided mutual fund accounting and fund administration services for over $250 billion in assets for BlackRock.  Prior to joining State Street, he spent six years at Deloitte Consulting, where he worked with clients in the financial services, public sector, healthcare, and manufacturing industries, providing systems integration, project and program management, strategy, and business process reengineering consulting services. 

Kerry has an MBA in Finance from New York University’s Stern Business School, and a bachelor’s degree in business administration from Bernard M. Baruch College.  Kerry is active in the community in both professional and philanthropic organizations.  He is a recipient of the 2011 Philadelphia Business Journal Minority Business Leader Award.  He serves on the University Science Center board, Continuum Companies, Inc. board, and Advisory Board of Plain Sight Capital.

For More Information
Linkedin:  linkedin.com/in/kerry-benson-a5417a

Kerry Benson

David Bookbinder, ASA, CEIV Senior Advisor

Areas of Expertise

  • Business and intellectual property valuation
  • Author and speaker
  • Financial management
  • Business collaboration

Background and Experience

Dave is a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries. 

Dave is the author of the #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.

Dave is on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise and to validate what every CEO on the planet claims: “Our people are this company’s most valuable asset.”  Dave is also the host of Behind The Numbers, the business talk show that digs deeper to understand what matters most in business. The show is enjoyed in 74 countries and ranks in the top 3% of all programs globally.

Dave has a BBA in Economics from Temple University and an MBA in Finance/Investment Management from Drexel University.

For More Information
Linkedin:  https://www.linkedin.com/in/davebookbinder/

Dave Bookbinder

Joseph Conwell

Areas of Expertise

  • Real estate development
  • Real estate investment
  • Real estate operations management
  • Deal negotiation

Background and Experience

Joe is a founding member of GPX Realty Partners and is responsible for acquisitions and asset management of real estate investments as well as leading the firm’s brokerage and advisory activities.  Joe leads the organization and its investment to realizing strong results through disciplined operational management in conjunction with sophisticated financial transactions.

Joe has played key roles in acquiring, managing, repositioning, and selling over four million square feet of commercial real estate investments.  He has extensive experience in advising both commercial tenants and property owners having spent over ten years with CBRE, the world’s largest commercial real estate services firm.

Prior to his real estate career, Mr. Conwell enjoyed a five-year professional football career with the Philadelphia Eagles of the NFL and Philadelphia Stars of the USFL.  

Mr. Conwell earned a B.A. degree from the University of North Carolina at Chapel Hill.

For More Information
Linkedin:  linkedin.com/in/joseph-conwell-5569718

Joseph Conwell

Jessica DellaValla, Senior Advisor

Areas of Expertise

  • Education innovation
  • Primary and secondary education
  • Post-secondary education
  • Career counseling
  • Organizational development in nonprofit and education

Background and Experience

Jessica is the Managing Director of the DellaValla Group, a NH-based educational consulting firm that provides academic advising as well as college, career, and executive coaching. She is an educator, coach and trainer with extensive experience working with clients of varying ages in both traditional and nontraditional educational and professional settings.

Jessica works one-on-one and in groups with children, teens, and adults, supporting them with evidence-based skills and strategies to develop and bring about their academic, career and personal best. Using an accountability-based approach and a sense of humor, she tailors each interaction to individual personalities, interests and needs.

Jessica brings a rich background of teaching experience from kindergarten through the collegiate level, in both in-person and remote learning formats. She has coordinated and coached several youth sports, advised large and small organizations as a nonprofit management consultant, directed various nonprofits, and worked as an attorney in both the public and private sector. Jessica also served as the director of a before and after public school enrichment program, steering participants’ challenges.

Jessica has a BA in English, Philosophy, and Spanish from the University of Scranton and a JD from Temple University Beasley School of Law. Jessica currently serves on the boards of the New Hampshire Academy of Science and Children Unlimited. She also serves on the advisory committees of the New Hampshire School Administrative Unit 9 Out of School Time Career Pathway Program, and The Mount Washington Valley Career & Technical Center CADD/Aviation.

For More Information
Linkedin:  linkedin.com/in/jessica-d-1a9758141

Jessica DellaValla

Joe Ellis Sr., SHRM - SCP Senior Advisor

Areas of Expertise

  • Employee health benefits
  • Employer defined contribution retirement plans
  • Risk management
  • Focus group facilitation
  • Mergers and Acquisitions
  • Plan finance

Background and Experience

Joe is an expert in the areas of Employee Benefit and Risk Management. Joe has a lifetime of experience servicing the mid-sized employer with 100 to 5000 employees predominantly in the nonprofit, manufacturing, and technology sectors. Joe helps his clients understand how benefits can be used to attract and keep talented employees and then execute on the same. His area of specialty includes Defined Contribution Plans, Mergers and Acquisitions, Innovative Cost Control, Creative Financing Options, and rich communication strategies for employees.

What is unique to Joe’s ability is asking the right questions, at the right time, of the right people. He can quickly get to the core issues, and work from the inside out to find optimal results.

In addition to communication through social media, Joe is a frequent commentator in many mainstream media outlets including Fox News, Reuters, CNN Money, and the Philadelphia Business Journal, among others. Joe is also a frequent presenter and speaker at the Employers Council on Flexible Compensation, Association of Legal Administrators, NFP Financial, Mid-Atlantic Employers Association and various other Human Resources, trade, and industry groups.

Joe has a BA in Psychology from LaSalle University and is a Senior Certified Professional of the Society for Human Resource Management. Joe is active in the community in both philanthropic and professional societies. He is an Alumni Trustee of Philadelphia’s Historic Walnut Street Theater; former President of the Greater Valley Forge Human Resources Association; and Vice-Chair of TrueU Discovery.

For More Information
Linkedin:  linkedin.com/in/joeellissr

Joseph Ellis

Al Eng, Senior Advisor

Areas of Expertise

  • Fin Tech
  • Banking and finance
  • International finance and treasury operations
  • Risk management and portfolio analysis
  • Corporate strategy
  • Strategic planning
  • Product development and innovation
  • Emerging technologies

Background and Experience

Al is an advisor to financial institutions, asset management firms, global banks and technology companies with broad and deep experience in corporate strategy, business & product development, portfolio analysis, risk management and emerging technologies.

Al previously was the Chief Investment Officer at Citigroup Wealth Management Services- Global Markets and Banking. He also served as a member of the Citigroup Corporate Task Force on treasury, financial risk management, regulatory reporting and reengineering & restructuring. As member of Citi Strategy Committee, he championed a firm wide cross-business global payments and internet & mobile strategy.

Al was also Chairman of the Global Institutional and Private Banking Product Committee across Salomon, Smith Barney and Citigroup asset management and across equities, fixed income and alternative investment strategies. Product development responsibilities included market strategy, manager selection, funds structuring, service provider selection, profitability, equity pricing and regulatory management.

Al also served on the Board of several domestic and international companies. He also served on and chaired several committees and task forces on M&A, acquisition integration, financial planning and analysis, global expansion, business strategy, and innovative ventures. Al was also a member of the Hewlett Packard Advanced Engineering and Xerox Research Labs.

Al has a BS in Electrical Engineering from Rensselaer Polytechnic Institute, an MBA in Finance and an MS in Electrical Engineering and Applied Science from Columbia University Business School.

For More Information
Linkedin:  linkedin.com/in/al-eng-595a655

Al Eng

Janice Giannini, Senior Advisor

Areas of Expertise

  • Technology driven businesses
  • Technology investment
  • Cybersecurity
  • Higher Education
  • Growth strategies
  • Risk mitigation

Background and Experience

Janice is an Executive Partner at the management consulting firm, Paradigm Associates LLC. She frequently authors articles on topics including strategy, leadership, and operational excellence. Previously, Janice served as EVP & CIO for Arbitron, a $400 million international information media company. She helped secure the investment for a reverse spin creating ARB which is listed on the NYSE. Prior to Arbitron, she was the CIO of Lockheed Martin’s multi-billion-dollar Management & Data Systems Division.

Janice was also a Systems Engineer at GE, rising quickly through the ranks to running a $150 million a year business. She began her career in Systems Analysis at Drexel and Johns Hopkins Universities.

Janice received her Bachelors and Masters in Applied Mathematics from Drexel University, holds a Certificate in Cyber Security Policy and Law, and is member of the National Association of Corporate Directors (NACD). Janice is an independent director and the Vice Chair of Ben Franklin Technology Partners. She is on the board and serves as the chair of the technology committee of Arbitron. She is also on the board of the World Affairs Council where she serves on their Development and Education Committee.

For More Information
Linkedin:  linkedin.com/in/janicegiannini

Janice Giannini

Michael Gombola, Senior Advisor

Areas of Expertise

  • Higher Education
  • Financial and data analysis
  • Economics
  • Econometric and financial modeling
  • Statistical analysis
  • Research
  • Portfolio management
  • Valuation
  • Risk management

Background and Experience

Michael is Emeritus Professor of Finance at Drexel University, where he served as Department Head in the Department of Finance from 1994 to 2020 and as Department Head in the Department of Accounting from 2001 to 2004.  Before joining the faculty at Drexel, he served on the faculties of the University of Connecticut and Southern Illinois University.  His corporate experience includes three years with Hornblower and Weeks-Hemphill, Noyes, members New York Stock Exchange.  

His research interests are in the area of Corporate Finance and Investments.  His publications have appeared in more than a dozen journals, including Journal of Financial and Quantitative Analysis, Accounting Review, Financial Management, Journal of Financial Research, Financial Review, Financial Analysts Journal and Journal of International Business Studies. He is listed among the most prolific authors in Core Finance Journals.  He has served as a reviewer for eighteen refereed journals and the National Science Foundation. 

Mike has extensive consulting experience included serving as an expert witness in matters of pension fund investments, initial public offerings, and insurance products.  He has also provided training programs in Finance for Merrill Lynch and the Federal Reserve Bank of Philadelphia and training in Statistics as well as providing statistical modeling projects for Advanta Corporation.  He has also served on the advisory board of the State of Connecticut Department of Public Utilities Control.  

He received his undergraduate degree from Clemson University and his Ph.D. from the University of South Carolina.  He received the Certified Cash Manager designation from the Treasury Management Association in 1999.

For More Information
Linkedin:  linkedin.com/in/michael-gombola-15041012

Michael Gombola

Eric Hacherl, Senior Advisor

Areas of Expertise

  • Biotech Manufacturing
  • Materials management
  • Manufacturing science & technology
  • Operations management
  • Supply chain

Background and Experience

Eric is Vice President and Head of Manufacturing at Spark Therapeutics, headquartered in Philadelphia, Pennsylvania. He is responsible for internal and external manufacturing, materials management and manufacturing science & technology (MS&T).

Eric has extensive experience in the pharmaceutical industry. His subject matter expertise includes operations, supply chain and MS&T in large-molecule and vaccines, as well as cell and gene therapy. Previously, Eric was Site General Manager and VP of Operations for Catalent Gene Therapy in Baltimore, MD. Earlier in his career he served in various areas of responsibility in operations and technical roles during his 15 years with Merck & Co.

Eric has a BS in Environmental Science from University of Delaware, an MS in Environmental Science from University of Florida, and a Ph.D. in Chemical Engineering from Rutgers University, funded by an NIH Biotechnology Training Fellowship and the U.S. Department of Energy.

For More Information
Linkedin:  linkedin.com/in/erichacherl

Eric Hacherl

David Hytha, Senior Advisor

Areas of Expertise

  • Mobile technology
  • IoT
  • Cloud computing
  • Blockchain/cryptocurrencies
  • Artificial intelligence (AI)
  • Augmented Reality (AR)
  • Innovation and entrepreneurship
  • Business start up
  • Venture capital
  • Capital raising

Background and Experience

David is Managing Partner at New Wave Partners Inc., an investment and strategic advisory firm. He advises major firms and incubates new ventures in mobile/IoT, cloud computing including blockchain/cryptocurrencies, artificial intelligence (AI), and Augmented Reality (AR).

David’s career includes leadership roles bringing over $10B of mobile systems and cloud solutions to market in the U.S., Europe, Japan, and Asia, as an operating executive and venture capitalist. He publishes on new technology applications, governance, and ethics. He also serves as CFO of a public company.

David served as an operating executive (CFO, CEO, CxO) at industry-leading firms, and as a venture capitalist at Sofinnova Partners (Paris) and Sofinnova Ventures (Silicon Valley). Firms include Quixey Inc. (CFO/CBO) – mobile app search, Option Ltd. (OPTI, Board Member, Belgium), Nano Global (CFO) –nanoscience, T-Mobile (EVP) – mobile handsets (London and Bonn), Streamezzo Ltd. (Chairman)– mobile media (Paris, now Amdocs (DOX)), Silicon Wave (CxO) (now Qualcomm), LGC Wireless (CEO)(now ADC), Motorola Handsets (Tokyo, now Lenovo), McCaw Cellular (Asia, now AT&T) – starting a major, new mobile carrier (Taiwan, FarEasTone), AT&T Network Systems (Tokyo, now Nokia Networks) and AT&T Microelectronics (Tokyo, now Intel and LSI Logic). He served as advisor to InterDigital, Inc. (IDCC) – mobile patents, UPEK Inc. – fingerprint sensor pioneer (now Apple (APPL)) and Inside Secure – NFC device pioneer (France, ISDCF).

David has served as an advisor on entrepreneurship and industry developments to Stanford Research Institute (SRI), Columbia University and Cambridge University and publishes on technology and go-to-market strategy.

David has an MBA in Operations Management and Finance from Columbia University, NY and a BA from the College of the Holy Cross in Massachusetts. He has a long commitment to social entrepreneurship and education.

For More Information
Linkedin:  linkedin.com/in/dhytha

David Hytha

Leo Levinson, Senior Advisor

Areas of Expertise:

  • Branding & brand strategy
  • Marketing strategy
  • Pricing strategy
  • Public relations & communications
  • Social media & digital marketing
  • Thought leadership
  • Advertising
  • Corporate culture
  • Dining & hospitality
  • Entrepreneurship

Background and Experience

Leo Levinson is a Senior Advisor for Maple Glen Strategic Advisors, LLC and founder and CEO of GroupLevinson Public Relations, one of the highest rated communications firms in the region. GroupLevinson is a full-service marketing organization with a diverse roster of North American and European clients in the fields of education, manufacturing, technology, life sciences, retail, food and professional services.

Leo was and is a pioneer in developing thought leadership marketing, helping unknown experts become known by utilizing an innovative fusion of public relations, social media and personal appearances. He has a successful track record bringing branding and digital marketing techniques to create evolution for organizations and their leaders.

Leo Levinson has always been an entrepreneur, starting his initial advertising company with $75 in 1971 as a sophomore at Wharton. He graduated with a BS in Accounting from the Wharton School at the University of Pennsylvania.

Leo is also currently active in civic, cultural and non-profit organizations. He was recently chairman of the Union League of Philadelphia’s 500-member Business Leadership Forum as well as Philadelphia’s Wharton Alumni networking group. He is a board member of the Center City Residents Association and the Lower Merion Symphony Orchestra.

For fun, in addition to his lousy golf game, Levinson is an avid amateur cook and wine aficionado. His expertise in dining has earned him a position on the dining committee at the Union League of Philadelphia, voted the #1 City Club for 10 years. Leo is also currently an officer in the Chaine des Rotisseurs gourmet society and a board member and former President of the Union League’s wine club, the Grand Cru Society.

For More Information
Linkedin:  linkedin.com/in/leolevinson

Leo Levinson

Frank Mummolo, Ph.D, P.E. Senior Advisor

Areas of Expertise

  • Business innovation and expansion
  • Engineering
  • Product and service development
  • High tech manufacturing
  • M&A and turnaround
  • Author, speaker and motivator

Background and Experience

Frank is Managing Director and founder of MCA Consulting Services, Inc., a full-service business advisory and business skills training firm. Frank has led startups and new ventures, engineered turnarounds, bought and sold businesses, headed up and consulted private and public companies and has been active in various capital markets.

Frank has experience in a number of industry sectors including, engineered and industrial products, mechanical, electronics and process manufacturing, printing and packaging technology, and a wide range of trades and construction businesses. Frank is also an accomplished author and speaker on topics of the same.

Early in his career, Frank was recruited by a leading, Fortune 100 Company to head up a new, untested technology venture. Within 12 months, it became the most successful enterprise in the parent company’s new venture history, resulting in one of the then-largest corporate acquisitions in U.S. history. From that point Frank has led turnarounds and other initiatives in both the private and public sectors.

In addition to the broad and deep industry experience Frank has a knack for bringing unique and insightful perspectives to business leaders which help them to innovate and expand in novel and unique ways creating dramatic increases in value in the process.

Frank has a BS, MS and Ph.D in Aerospace, Aeronautical and Astronautical Engineering from The Polytechnic University of New York (now part of New York University). There he was one of the youngest students ever to achieve his Ph.D. degree, with a thesis dissertation that achieved worldwide recognition.

For More Information
Linkedin:  linkedin.com/in/frankmummolo6cylindersuccess

Frank Mummolo

Blase Salvatore, Senior Advisor

Areas of Expertise

  • Complex strategic project management
  • Technology solution design and management
  • Business continuity and disaster recovery
  • Network infrastructure
  • Telecommunications
  • Cyber security
  • IT Operations
  • All aspects of the technology industry

Background and Experience

Blase has several decades of experience in technical services, technology infrastructure and business operations. He has extensive knowledge in project management, network infrastructure design and operations management, as well as a strong background in IT financial planning and analysis. He is highly effective at establishing relationships across lines of business and companies.

Blase has a unique ability to draw upon a diverse business and technology background to identify and resolve strategic, operational, technical and process issues within a business and information technology framework. He helps organizations to continue to move forward towards the latest technology as he motivates and inspires employees and stakeholders to outperform.

Previously Blase was President of Mercadien Technologies in Hamilton, NJ where he developed a new managed service and technology consulting practice as part of a dynamic business model which repositioned the firm from an accounting & business consulting focus to a broad-based multi-disciplinary consulting firm. Mercadien provided technology consulting for organizations ranging large and small including Law firms, Accounting/Financial firms, governmental agencies and municipalities, nonprofit organizations and healthcare facilities.

For More Information
Linkedin:  linkedin.com/in/blase-salvatore-99b264

Blase Salvatore

Jeff Sumner, Senior Advisor

Areas of Expertise

  • Employee Benefits
  • Risk Management
  • Private Equity
  • M&A insurance due diligence
  • Transactional liability
  • Restructuring

Background and Experience

Jeff is a Partner in Lockton Northeast’s Philadelphia office and serves as a senior market interface charged with delivering Lockton’s local, national and global resources. He is responsible for coordinating the delivery of all Lockton resources for his clients, developing marketplace strategies, and using analytics to help companies make informed decisions on how best to structure their risk management and employee benefits programs.

Jeff’s experience in finance and insurance has led to much success working with organizations that have complex risk management and insurance needs. He has expertise in working with highly acquisitive public and private companies, private equity firms and their portfolio companies.

He is one of the country’s top producing insurance executives and is recognized for his creativity and expertise in a variety of disciplines. His unique ability to create alignment with a business’s complex needs and corporate objectives allows him to deploy impactful expertise and resources.

Jeff has a BA in Economics and Business Administration from Ursinus College. He is active in the community in philanthropic and professional organizations and is on the board of The Philadelphia Cricket Club and Fox Chase Cancer Center. Jeff also serves on the Corporate Councils of the Philadelphia Zoo and the Archdiocese of Philadelphia

For More Information
Linkedin:  linkedin.com/in/jeffrey-a-sumner-66760110b

Jeff Sumner

What’s the future for your organization?

Menu