Leadership

The leadership team consists of talented executives with deep expertise in Salesforce, document automation and business processes. They are focused on your business achieving success with its Salesforce investment. Under their guidance the company has experience tremendous growth and continues to thrive.
 
 

With more than 20 years of experience in technology working to build some of the largest businesses in the world, Dan is our team leader. Before ME2 Systems LLC, Dan served as a Director at Salesforce for over 5 years where he was responsible for some of Salesforce's largest and most complex implementations including AT&T and FedEx. During his years at Salesforce, Dan was instrumental in developing the coveted Salesforce Certified Technical Architect (CTA) program, which was designed to certify Salesforce's most elite technical talent. He has served many times as a judge on the CTA panel and presented numerous times at Dreamforce. Previous to Salesforce, Dan held senior positions at financial services firms including Morgan Stanley and E*Trade Financial.

Dan holds a B.S. in Computer Science and a B.A. in Political Science from Columbia University

 

With more than 20 years experience in finance and investing, Ed oversees the financial health of the company. Prior to ME2 Systems LLC, Ed spent over 10 years at MasterCard serving as Director of Capital Planning and Treasury where he managed Capital Planning initiatives including share repurchase strategy development and execution, debt management, intercompany payments/funding strategies, credit rating agency relationships and M&A due diligence and integration. Prior to MasterCard, Ed provided analysis at Standard Bank Group.

Ed holds a B.A. in Economics from Columbia University and an MBA from the University of Connecticut

 

TJ brings over 25 years of experience in leading business operations at various private equity funds on Wall Street. He is responsible for strategic initiatives, general management and day-to-day operations of the company. His experience and influence extends throughout all areas of the organization including corporate management, customer success, product development, technology deployment, strategic planning and execution. He excels in a high pressure and high paced environments and brings that level of energy in delivering S-Docs to its customers.

TJ holds a B.A. from Stony Brook University.

 

John has over 30 years of experience in management of banking, investment, legal and tax matters for private wealth groups. He is responsible for all revenue-generating processes and execution, which includes global sales, marketing, branding, corporate governance, partnerships and investment activities for ME2 Systems LLC.

John holds a B.S. from Fordham University and attended Fordham Law School.

More about S-Docs

Simple

Incredibly powerful - remarkably simple. One button document creation. Open your record, choose your document template and click generate - it's that simple. Documents are immediately created and automatically added.

Smart

Intelligent document storage allows you to report on document content. Flexible format options includes output to PDF, MS Word, MS Excel, XML or HTML Emails. Supports a large template library that can be searched.

Secure

100% Native Force.com. No third-party web services, no plug-ins, no active-x controls, and no flash files. There are no client downloads or installs. S-Docs Leverages HTML5 (so it even works on the ipad).