Alex is responsible for daily operations of Take 5 Solutions including data acquisition, sales' management and marketing initiatives.
Prior to founding Take 5 Solutions, he was a vice president at Equifax and helped grow sales of unique online/offline direct marketing products which he pioneered. Preceding Equifax, Alex was a director of sales for internet marketing at TargitMail and FirstPop. His sales and marketing expertise is derived from more than 10 years' experience in international business. He holds a BA from Amherst College and MA from the University of Kentucky's Patterson School of Diplomacy and International Commerce.
Contact: 561.819.5555, Ext. 112
Richard is an experienced sales and marketing executive, with more than 20 years' experience in the financial, internet and direct mail industries.
Prior to founding Take 5 Solutions, he was an executive vice president at Equifax, where he managed a team of 150 sales representatives. Richard is a veteran of the investment industry, having spent 10 years with Morgan Stanley and Oppenheimer on Wall Street. He is responsible for Investor Performance, Take 5 Solutions' financial vertical offering marketing solutions to investor relations' firms. Richard is a graduate of the New York University Stern School of Business.
Contact: 561.819.5555, Ext. 113
chief financial officer
Beth is responsible for the company's finance & administration including budgeting, forecasting, cash flow analyses, and financial statements. In addition to her responsibilities as CFO, Beth will also assume management of the company's HR department including payroll administration. Beth has more than 20 years of senior financial management experience. She brings to her position a strong background in finance, business operations, cost analysis and reduction, budgeting, strategic planning, and human resource planning and management.
Prior to joining Take 5 Solutions, Beth was director of quality assurance, funding and marketing at the Elderly Housing Development and Operations Corp. (EHODC). Throughout her career she has held senior financial positions with a number of companies throughout Florida.
Beth was graduated from the University of Miami with a B.A. in Accounting.
Contact: 561.819.5555, Ext 110
chief technical officer / chief information officer
In his position as both CTO and CIO, Bill is responsible for setting the corporate direction as it relates to ongoing information technologies and the management of corporate information. In addition, he will be incorporating database technologies enterprise-wide to assist in tracking, reporting and storing customer and product data, and with new product lines that will enhance the overall value of Take 5's services. His day to day activities also include the resolution of hardware and software issues, technical vendor management, IT security control and communications management.
Before joining Take 5 Solutions, he was the founder and president of Williams Software, Inc. and Intellimatic, Inc., the latter company with its international office based in Costa Rica, specialized in artificial intelligence and data base software design and development. At the time, Bill managed more than 100 employees and contractors. He has successfully created over 100 software applications for various industries and is the author and developer of several patent pending-technologies.
Bill achieved his undergraduate degree in Mechanical Engineering from SUNY, Stony Brook NY and his MBA from Florida Atlantic University in Boca Raton, FL.
Contact:561.819.5555, Ext. 100
vice president of sales
Don has been with Take 5 Solutions since 2010. In his position, he develops and secures strategic relationships with a large group of Take 5 clients to determine and recommend relevant Take 5 products and services. He also manages client profitability analyses for several key Take 5 accounts.
Don is an experienced direct marketing professional with over 18 years of industry experience. Beginning his career with one of the largest financial newsletter publishers in the country, he was Director of Marketing for the Louis Rukeyser's Wall Street and Louis Rukeyser's Mutual Funds newsletters for over five years, in charge of all new postal acquisition and renewal marketing initiatives. He also has a great deal of experience in online marketing strategies and campaign management for a number of top financial publishers and internet media companies.
Contact: 561.819.5555, Ext. 133
director of marketing & communications
John has been with Take 5 solutions since early 2011. In his position as director of marketing and communications, he is responsible for creating and disseminating various internal and external communications such as press releases, newsletters, trade show organization and implementation, advertising, and copywriting and editing of internal documentation and promotional materials.
Mr. Lofquist has more than 20 years of client management and sales experience. He has a strong track record with outside and inside sales management and has led major sales and email marketing projects. Prior to coming to Take 5, John held senior level positions at Competitive Food Systems Inc., Centrack International Inc., Seisint/LexisNexis and WebRecord.com.
John was graduated from St. Michael's College, University of Toronto with degrees in English and History. He is married with 2 children, 2 step-children and 3 grandchildren. He is an avid reader and golfer.
Contact: 561.819.5555, Ext. 144