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Advisory team
Rick Dellar, Advisor/Closer
David Kaplan, Managing Director
David Kaplan, Managing Director
Rick understands the challenges and complexities of selling a business. He was cofounder of Intelisys and orchestrated a historically large sale to Scansource, a public company. During his tenure as a board member at Upstack, he participated in the acquisition of over a dozen Telecom companies.
David Kaplan, Managing Director
David Kaplan, Managing Director
David Kaplan, Managing Director
David co-founded several venture-backed technology startups; three of which were acquired and one that went public. He also has executive experience at large public companies, including IBM, Metadata, and Avnet. Most recently, David focussed on improving key performance metrics in the fintech sector, including lending, banking, wealth ma
David co-founded several venture-backed technology startups; three of which were acquired and one that went public. He also has executive experience at large public companies, including IBM, Metadata, and Avnet. Most recently, David focussed on improving key performance metrics in the fintech sector, including lending, banking, wealth management, and customer experience. He delivers value through a foundation of data-driven analytics, innovative thinking, and enterprise best practices.
Rob Novack, Advisor/Strategist
David Kaplan, Managing Director
Rob Novack, Advisor/Strategist
Rob has a track record of success advising leaders at the top of the telecom channel through strategy and execution. Rob also facilitated and moderated the the original peer group consisting of leaders from the top of channel as they shaped and navigated "Channel 2.0". Rob has forty years of entrepreneurial business experience including
Rob has a track record of success advising leaders at the top of the telecom channel through strategy and execution. Rob also facilitated and moderated the the original peer group consisting of leaders from the top of channel as they shaped and navigated "Channel 2.0". Rob has forty years of entrepreneurial business experience including ten years as COO for a market-leading regional distribution company. He has a commitment to providing exceptional service. understand the challenges and complexities of business strategy and partner relationships, and is dedicated to helping our clients achieve their goals.