Our Team
Jennifer Bagley-Buckles
CEO
Interesting Fact Sheet:
- Home: Jennifer is originally from Seattle, WA and currently resides in Plano, TX – She goes back and forth 2 – 3 times a year (in the warm months)
- Certifications: PMP (Project Manager), Six Sigma, CPFR (Collaborative Planning, Forcasting and Replenishment), Compliance and Inbound Marketing
- Previous Employeers: Nordstrom Corporate, Fossil Corporate, Tommy Bahama Corporate
- Previous Positions: VP – Supply Chain Strategy, Director of Operations, Logistics and Compliance, Business Analyst and Business Strategist
- Entrepreneur: Jennifer has built 3 companies since 2004, Polaris Finance, Special Agents Realty, The Compliments Card and Compliments International, LLC in 2006. Compliments International, LLC is now a multi-million dollar Company
- Professional Facts: 15 Years as a Speaker, Technical and Motivational, 7 Years as an Entreprenuer, Coached by Tony Jeary – Coach to the Top 500 CEO’s in the World.
- Hobbies: Photography, Travel, Snorkeling, Swimming, Boating, Sailing, Speaking, Singing, Music, Reading and She LOVES spending time with her family!
- Implementation Projects: SAP Complete ERP Implementation, WMS Systems Implementation, Finance Module Implementation Systems – Experienced with SAP, JD Edwards, Manhattan Associates.
- Speaker Background: Learn more – Keynote Speaker and Trainer.
William Preston
President
Interesting Fact Sheet:
- Degrees: Bachelor of Science from Texas A&M – Commerce where he lettered in Football as a Line-Backer, Majored in Business and Minored in Economics
- Home Town: William is originally from Clear Lake City, TX and currently resides in Dallas, TX
- Past Companies: TXU Corporate, Fossil Corporate and McAffee Corporate
- Business Profile: Concentration areas are IT/IS, Business Strategy, Supply Chain Management, Finance and Compliance.
- Responsibilities at CI: Contracts, Finance, Operations and IT/IS.
- Hobbies: Sports (Football, Basketball and Baseball), Travel, Reading, Business & Economics
- Implementation Projects: SAP Complete ERP Implementation, WMS Systems Implementation, Finance Module Implementation Systems – Experienced with SAP, JD Edwards, Manhattan Associates.
Kevin Bagley
CIO
Interesting Fact Sheet:
- Home: Kevin Bagley lives with his beautiful wife on a 3 story house boat on Lake Union in Seattle WA.
- Certifications: Certified Project Manager (CPM), Project Management Professional (PMP), MS Project Server, Network Certified, MS Professional Certification, Mortgage Broker, Real Estate Broker, System Engineering
- Hobbies: Photography, Piano, Music, Astronomy, Boating, Sailing, Gaming, Spelunking, Windsurfing, Snorkeling, Travel, Real Estate, Investing, Golf, Chess, Cards, Jokes…and jumping out of airplanes (once
).
- Entrepreneurship: Kevin & Linda have built 5 Successful Businesses (Self Funded)
- Wikipedia Facts: Kevin Bagley is the original developer of Mabel’s Mansion, Stargazers Guide to the Galaxy, The Planetary Guide, Human Fly, Oil Rig and Ape Escape video game (1984).
- Development Projects: Auto Atlas (the very first auto routing destinations programs – PRE-GPS), Check Processing Micr Encoders, Directory Services, Project Tracking System,
- Implementation Projects: Implementation of global ERP System
- Specialities: Web, Internet, Server, Security, Business Strategy and Managed Account Services
- Prior Companies: Maverick International, Cobalt, Alstom/Areva and CoTelligent
- “We will utilize technology to Complimentwhat we know works, referrals and word of mouth marketing… only we will create these networks at the speed of light!” Kevin Bagley
Chris Heney
Senior Developer & DB Engineer
Interesting Fact Sheet:
- Degrees: BS – Major – Computer Science, Minor – Information Systems Security
- Certifications: A+, MCSC, Information Systems Security, ZEND-PHP5 Framework and Architecture
- Military: Served in 2 Years Iraq – Sargent – IMO, Information Management Office, 25 Bravo, Chemical Operations, ISS, Information Systems Security
- Hobbies: Coding, Tennis, Skiing, World of Warcraft / Gamming, Spending time with his wife and 2 children (Angela, Bredn and Nikole)
- Home: Originally from Omak, WA, Currently residing in Plano, TX
Rose Romero
Executive Assistant and Project Coordinator
Interesting Fact Sheet:
- Home: Rose is originally from Houston, TX and currently resides in Dallas, TX with George Trevino and her beautiful son, Aiden.
- New News: Rose recently had a beautiful baby boy – Aiden Christian Trevino
- Hobbies: Rose enjoys playing soccer on her spare time. Has played for 20 years and still does. She plays for a team called the Galaticos FC in Dallas, Texas which is a coed team!
She also enjoys shopping, shoes (high heels and Converse), going to the movies, traveling to Houston to visit family and friends, spend time with George and Aiden,watching sports ( basketball,Football) prefers soccer! Enjoys the outdoors specifically the sun loves the beaches!
- Specialities: Rose is the GLUE! Customer Service, Project Coordination, Executive & Office Management, Scheduling and our CRM.
- Favorite Book: Sundays at Tiffany’s by James Patterson!
- Quote: When you change the way you look at things, the things you look at will change.
- Traveling Goals: To watch the World Cup!!!
Bob Heckman
V.P. of Sales
Interesting Fact Sheet
- Speaking Topics: Business Development, Goal Setting, Dealing with Stress and Difficult Situations, and Leadership. He brings a unique blend of professional excellence, dedication to fitness and wellness, and strong communication skills to client assignments designed to deliver sustainable results.
- Speeches and Workshops: The American Bankers Association, The Yankee Group, INPUT, International Pre-Press Association (IPA), YPO (Young Presidents Organization), Sales and Marketing Executives (SME), The Wholesale Grocers Association, ITAA (America’s largest technology association), the American Electronics Association, NCR Canada, XWAVE Canada, AMR, IDC, Microsoft, The American Bar Association and over 100 companies
- Clients include: Microsoft, H-P, Accenture, IBM, Oracle, Merrill Lynch, Hewitt Associates, The American Bankers Association, and other industry leaders.
- Executive Management Positions: Accenture, IBM, MTech, and Docutel. He was one of the leading forces in the creation of Accenture’s Business Development methodology in his role as Director of Business Development, Americas. He was a member of the firm’s Worldwide Marketing Council. During his tenure the firm grew from $2B to$8B in revenue and was widely recognized as a leader in Marketing Excellence for Professional Services firms.
- Published books: ”Boardroom Selling”, published by Brown Books in 2005. His second book, “What Jack Taught Grandpa”, was released in early 2010. Both books are featured at www.heckmanbooks.com.
- Personal side: Mr. Heckman is married, loves travel, reading and exercise. He is a veteran of nine Boston Marathons.
Kathy Marshall
Business Development Manager
Interesting Fact Sheet:
- Degrees: Bachelors of Science – Texas A&M, Masters of Science – Baylor College of Medicine
- Background: Health Professional for 20 years, specialized in Travel Medicine, Marketing, Promotions, Training and Education.
- Hobbies: Art, Piano, Music, Music Writing, Reading, Writing first book “The Medical Connection”, Travel, Snorkeling, Swimming, Surfing
- Family: Kathy is a mother to 2 beautiful girls Sarah & Kim
- Home: Originally from Freeport, TX, Currently residing in Houston, TX
- Specialties: Business Development, Blogging, Social Media, Inbound Marketing, Promotions, Team Building, Education, Training, Customer satisfaction, Recruitment, Videography
- Favorite books: “Strategic Acceleration” by Tony Jeary, “The Four Agreements” by Don Miguel Ruiz, “Influence: The Psychology of Persuasion” by Robert B. Cialdini.
- Favorite Quote: ”Hitch your wagon to a star.” ~Ralph Waldo Emerson
- KathyJMarshall.com
- Facebook, Twitter, Linkedin, YouTube
Eric Burke
Web & Graphics Designer
Interesting Fact Sheet:
- Home: Eric currently lives in Dallas Texas
- Hobbies: Graphics Design, Web Design, Video Games, Soccer, Reading, Health
- Specialties: Web Concept Design, CSS, HTML, PHP, Javascript, Photoshop & Graphic Design
- Degree: Eric is currently completing his degree in Web Design and Graphics Design
- Responsibilities: Eric works closely with our clients to help develop their ideas into a visual concept, in order to accomplish a design that accurately represents the clients business.
Josh Closser
IT / Help Desk / Social Media
Interesting Fact Sheet:
- Home: Josh is from WA and currently resides in Plano, TX.
- Hobbies: Graphics Design, Art, Music, Movies, Technology, Web Design, Fishing, Hiking, Networking, Reading, Travel, Swimming, Hold-em, Being Random, and Smiling Excessively =)
- Specialities: Graphic Design, Email Expert, Quality Control/Quality Assurance, Social Media, Hardware/Software Technology, and Operations Optimization.
- On The Web
- JoshClosser.com
- Facebook
- Twitter
- Linkedin.
Aaron Gerring
Project Manager Customer Liaison
Interesting Fact Sheet:
- Home: He is the only native Texan in his family, born in Dallas, Tx. He currently resides in Garland and has not lived outside the state.
- Hobbies: Music, Dancing, Gaming, His Puppies (CoCo & Dulce), Reading, Shopping, Writing, Theatre/Acting, Amusement Parks, Swimming
- Degree: Bachelors Degree, Major – Business Administration from the University of Texas at Dallas
- Specialities: Project Management, Web Design, Customer Service, E-commerce
- Favorite Books: “The Assassins of Tamurin”, “Memoirs of a Geisha”, “The Devil Wears Prada”
Andrew Butler
Web Content Manager
Interesting Fact Sheet:
- Home: Gulfport, MS
- Hobbies: Gaming, reading, movies, backpacking, and music.
- Favorite Books: Shogun, Book of Five Rings, The Hobbit, Lord of the Rings
- Specialties: Content arrangement and presentation.
Stephen Weber
Account Executive
Interesting Fact Sheet:
- Home: Born in Harrogate, England grew up in Colorado, Kansas and made it to Texas as soon as he could. Stephen is now living in Frisco, Texas with his wife, Kerri and their three children.
- Certifications: Inbound Marketing
- Previous Employers: Administaff and Martin Fletcher
- Previous Positions: Business Consultant, Team Leader, Senior Recruiter, Marketing, Account Manager and Account Executive
- Hobbies: Mountain Biking, Hiking, Skiing, Outdoor Activity, Swimming, Watching Sports and Reading
- Most Recent Favorite Books: ”Lone Survivor” by Marcus Luttrell and “Same Kind of Different as Me” by Ron Hall and Denver Moore
- Twitter, Linkedin, FaceBook
Breianne Cage
Account Executive
Interesting Fact Sheet:
- Home: Born in Dallas. Lived in California and New Mexico after college before returning to Texas, her favorite place to live.
- Degrees: Bachelors in political science and psychology.
- Hobbies: Photography, Traveling
- Specialities: Volunteering, Non-profit organizations and helping business owners to grow and utilize new online technology effectively.
- Travels include Germany, Italy, Yugoslavia (just before the dissolution), Jamaica, Grand Caymen Islands, Puerto Rico, Costa Rica, Mexico, and all over the USA
- Life goal – to help as many people as I can in order to leave this world a better place than I found it.
Candace Brister
Account Executive
Interesting Fact Sheet:
- Home: Born in Dallas, Texas
- Alma mater - UT Austin. Background CPA, CIA
- Favorite Past Time: reading (business, history, biographies, sci fi, etc), renaissance festivals, following the Texas Longhorn football team.
- Unique Hobbies: dance! (all types from historical, to lindy hop, WCS, ballroom, liturgical and more!), games (Set, Carcasonne, Dominion, etc..), True Dungeon Champion (reality style D&D)
Susan Davis
Account Executive
Interesting Fact Sheet:
- Degrees: Bachelors of Science – Texas Woman’s University – worked toward M.S at University of Georgia, Athen, Ga.
- Hobbies: Music, Outdoors, Reading, Travel, Snow Skiing, Snorkeling, Walking, Yoga, Health and Wellness, Food, Fun, Dogs, Living, People
- Family: Married to Mike; 1 son-Alan, and soon a daughter-in-law-Chastity; a dog – Laki; granddog- Rio; a grandcat-Bob
- Employers: Federal Express, Emery Worldwide(merged with UPS), American Airlines(Retired), Concordia Intl, Compliments Intl
- Home: Born in Abilene, Tx; moved to Dallas when 19, University in Denton; lived in Manhattan Beach and Torrance, Ca & Memphis, Tn
- Travels: Sydney, Australia; Munich, Germany; Paris, France; London, UK; Caribbean; Sao Paulo, Brazil, Hawaii, Bahamas.
- Specialties: Business Dev.; Customer Service; Meeting and Friending People
Ruth Cox
Account Executive
Interesting Fact Sheet:
- Degrees: Bachelor of Arts – Austin College, Masters of Arts – University of Texas at Dallas
- Hobbies: Performance and Fine Arts especially vocals and dance, painting and ceramics and sculpture
- Previous Employers: CellStar, Ltd, Vertex Management Consultants
- Previous Positions: Senior Director of Operations, Director of Business Solutions, Senior Consultant, Project Manager, Business Analyst
- Family: 2 daughters Elizabeth and Eleanor
- Home: Born in Jacksonville, Florida , Resides in Sherman, TX
- Specialties: Business Process Design, Business Development, Digital Marketing, Social Media, Customer Relationship Management and Customer Service.
- Favorite books: ”Good to Great” by Jim Collins; “Now Discover Your Strengths” and “Strengths finder 2.0″ by Tom Rath, “The Law of the Lid” by John C. Maxwell.
- Implementation Projects: Financial Systems and ERP implementations at City of Dallas, City of Plano, City of Garland, CellStar using JDEdwards, Yantra and other small and large systems.
- facebook, Twitter, Linkedin
- bellafontanaspa.com
Linda Porras
Account Executive
Interesting Fact Sheet:
- Degrees: Associates of Psychology – College of the Desert State of California Esthetician License – International School of Beauty, Palm Desert.
- Hobbies: Dancing, Swimming, Walking, Singing, Crochet, Travel, quiet time.
- Family : Proud mother of 4 beautiful children: Andrea, Eric, Michael and Ryan
- Home: Indio, California
- Specialities: Dance Instruction, confidence building, mentor, beauty advisor, skin care.
- Favorite Books: Bible – Joyce Meyer “Power Thoughts” – Tony Jeary “Strategic Acceleration”
- Previous experience: Dance Instructor, Dental Assistant, Counselor, Receptionist, Esthetician, sales.
- Currently: Esthetician, Sales
- Thought: Always give a little more than is expected to everyone you meet.
Frances Pelly
Account Executive
Interesting Fact Sheet:
- Education: Bachelors of Arts, Baylor; Bachelor Science, Baylor, Masters of Science University of Texas at Dallas, Texas. Semester at Sea: Pacific Rim, India, Africa.
- Hobbies: Writing, Reading, Travel, Snow Skiing
- Family: Francis is a mother to 2 lawyers, Alex and Jake
- Home: Originally from Fort Bend County, TX, Currently residing in Sherman, TX
- Career: 20+ years Executive in Government Agency w $10M budget;Currently Contract Sales for 6 companies in Metroplex; Trainer for Strategic Government Resources;
- Specialties: Business Development, Promotions, Team Building, Education, Customer satisfaction, Recruitment, Training
- Favorite books: The Eight, Shibumi, Hinds Feet on High Places; etc.
- Facebook, Twitter and Linkedin
Karen Carlisle
Account Executive
Interesting Fact Sheet:
- Degrees: Associate degree in Business from International Business College, Fort Wayne, Indiana
- Hobbies: Spending time with grandsons, gardening, flowers, swimming, biking, and pulling weeds in those flower beds.
- Family: Karen is a mother of three, Bonnie, Deb and Mike… Plus three beautiful grandsons.
- Home: Originally from Findlay, Ohio Currently residing in Noblesville, Indiana
- Specialties: Karen comes from a sales background and is now helping businesses improve their on-line presence. She also books Jennifer for speaking engagements.
- Favorite books: “The Greatest Salesmen in the World”. by Og Mandino
Sandy Trubisky
Account Executive
Interesting Fact Sheet:
- Home: Born in Illinois, moved to Houston, Texas
Sandy has lived in Dallas for 30 years
- Certification-Elementary Education
- Previous Employers and Professional background: Dallas ISD, Self-Employed, Teacher for 15 years, Taught Second and Third Grade, School leader, held workshops for teachers and was a mentor for student teachers. Swim Coach and Instructor with 30 years experience
- Family: Sandy has a daughter, Nicole age 13
- Hobbies: Swimming, Snorkeling, Running, Cycling, Piano, Traveling, Sking, Interior Design, Boating, Water Sking, Sailing, Art, Yoga, Music, Health and Fitness and Charities. I enjoy marathons, and have participated in the Chicago Marathon and the White Rock Marathon.
- Favorite Books: The Bible, The Power Of Positive Thinking, Your Life Now
- Specialities: I enjoy networking and helping people, Education and Training, Customer Relations, Charity work.
Linda Bagley
Founder & Business Development
Interesting Fact Sheet:
- Home: Linda Bagley lives with her love of her life, Kevin on a 3 story house boat on Lake Union in Seattle WA.
- Certifications: Mortgage Broker, Real Estate Broker, PMP-Project Management Professional
- Hobbies: Interior Design, Boating, Sailing, Shopping, Snorkeling, Traveling, Real Estate, Cooking, Entertaining, Organizing, Event Planning and Sunbathing…. on remote islands .
- Entrepreneurship: Kevin & Linda have built 5 Successful Businesses (Self Funded)
Albert Buckles
Interesting Fact Sheet:
- Degrees: Bachelor of Science Business Administration (Management); Master of Business Administration (MBA); Master of Sports Science (MSS)
- Who’s Who Fact: High School and Men’s College Basketball Official – NTBOA, GSOA, OCAC , SAC.
- State of Texas Certified Physical Education Teacher (EC-12}.
- Home: Albert is originally from Austin, TX and currently resides in Plano, TX with his wife, Jennifer Bagley-Buckles and step son, Torel.
- Hobbies: Music, Movies, Sports – College Basketball, Football, Working Out, TV and Relaxing at home.
Laurel Rolls
Account Executive
Interesting Fact Sheet:
- Degrees: Bachelor of Applied Science, Systems Analysis – Miami University, Oxford Ohio: Masters Certificate in Professional and Executive Coaching – University of Texas Dallas
- Background: Business Executive, Business Consultant and Entrepreneur; Consulting Partner with Deloitte & Touche; Professional, Executive and Business Coach
- Hobbies: Piano, Reading, Travel, Hiking, Needlework, Volunteering, Entertaining, Learning, Cards and Games, Theater and the Arts
- Family: Two boys, KC and Teddy – the four legged kind! Brothers and lots of nieces and nephews to spoil
- Home: Born in Mexico City, raised in Cincinnati and lived in many parts of the country. Currently residing in Dallas, TX.
- Specialties: Business Strategy and Development, Project Management, Business, Professional and Executive Coaching, Marketing, Team Building, Facilitation, Education and Training, Customer Satisfaction, Transformations and Turnarounds, Applied Technology, Speaking, Networking, Writing
Lorri Antioch
Account Executive
Interesting Fact Sheet:
- Home: Born in Minnesota, lived in California, Colorado and currently resides in Frisco, TX.
- Certification: Licensed Realtor
- Previous Employment: Independent Golf Sales Representative, Director of Customer Relations for Avid Sportswear responsible for the Customer Service, Embroidery and Shipping Departments.
- Family: Married to Tim, and mother of 3 incredible children: Bobby, Nate and Gianna
- Hobbies: Golf, attending children’s sports events, youth leader at church, skiing
- Favorite books: Bible, The Traveler’s Gift
