About Us

Leadership

Team Members and Partners
Miguel Acosta

Senior Accountant / Controller

Robin Blunt

Director of Business Development

Arturo Byrd
Arturo Byrd

Business Development Partner

Darren Campbell

Payments Operations Analyst

Annie Eser

Business Development Partner

Mark Forster

Co-Founder, Innovation Advisor

Jimmy Govea

Senior Solutions Architect

Matt Harshfield Photo
Matt Harshfield

Director of Business, Development

Alex M. Holden

Digital Marketing

Anna Karner Photo
Anna Karner

Risk Analyst

Matthew Krull Photo
Matthew Krull

Senior Vice President - Strategy, Legal, and Public Affairs

Christine Moses Photo
Christine Moses

Graphic Designer / Social Media Specialist

Victoria Lopez Negrete
Victoria Lopez Negrete

Chief Administrative Officer

Jim Ou

Brand and Graphics Specialist

Jordan Pantalone Photo
Jordan Pantalone

Director of Business Development - Government

Chris Headshot
Chris Pereira

Business Development Partner

Bentley Richardson Photo
Bentley Richardson

Operations Analyst

David Schneider

Vice President of Accounts and Analytics

Greg Schneider

Co-Founder, Chief Information Officer

Christopher Sears

Director of Business Development

Justin Simmons

Vice President of Operations

Galo Solis

Software Architect

Shana Spak

Business Development Partner

Chip Steppacher

Advisor, Strategic Finance

Stewart A. Stockdale

Co-Founder, Chairman and CEO

Michele Sullender

Chief Marketing & Product Officer

Sarah Taylor Photo
Sarah Taylor

Manager of Compliance

Keela Wicker Photo
Keela Wicker

Director of Compliance

Miguel Acosta

Senior Accountant / Controller

Miguel Angel Acosta is the current Senior Accountant/Controller for Rellevate. He was previously a Business Area Controller for Duetsche Bank and Senior Financial Analyst for Axa Equitable, Alliance Bernstein, Philip Morris, Dun & Bradstreet, and UBS.

He holds a Bachelor of Science degree in Accounting from Lehman College. He also has a Master Certification in Business Analysis and a Master Certification in Financial Planning both from PACE University in Whie Plains.

He currently lives in Westchester County NY. He has 2 grown boys. One graduated from Georgetown University and the other from Trinity College.

Robin Blunt

Director of Business Development

Career corporate marketing executive with global brand building experience at American Express, MasterCard, and Simon Property Group.
At Simon established and led the companies Retailer Marketing department engaging 4,500 retailers across 200 Simon Malls.

As VP Global Promotions at MasterCard responsible for building brand preference and cardholder usage through global marketing programs and promotions. First to leverage the iconic “Priceless” brand positioning in integrated promotions.

Supported American Express card usage in the Pro Sports and Performing Arts categories managing co-marketing relations with among others, Broadway and the NFL.

Arturo Byrd

Arturo Byrd

Business Development Partner

Arturo comes to us from Oracle, where he was a Senior SaaS Sales Director with over twenty years in software sales both in the US and Latin America. He is a results-oriented leader of high-impact direct sales and business development teams, with broad experience in complex problem solving, business planning, analysis, and sales negotiation. He also brings experience from his work at PanTerra Networks and PolyVision, working with clients in the US, Latin America, and Canada. He has a passion for working with partners and driving new business. He enjoys time with his three beautiful children and being outside working in the yard.

Darren Campbell

Payments Operations Analyst

Darren is a graduate of Howard University with a BA in Economics. Prior Work experience with Deliotte LLP, Pepperidge Farm and The Department of Treasury at Howard University. Expertise in both Finance and Accounting. Darren currently lives in Stamford CT.

Annie Eser

Business Development Partner

Annie is a highly accomplished professional with an extensive background in startup executive roles, corporate development, government relations, and advocacy, consulting, and business development and sales. With over 20 years of experience across various industries, including financial services, law, healthcare, food service, fashion, music production, education, lifestyles, physical science, technology, government, advocacy, data science, public policy, non-profits, and energy, Annie brings a unique perspective to her work. Her understanding of diverse industries and their specific challenges enables her to provide valuable collaboration and expert advisory support to clients, partners, and colleagues.”

Mark Forster

Co-Founder, Chief Innovation Officer

Mark Forster is the Chief Innovation Officer for Rellevate and is responsible for on boarding large partnerships. Mark is a hands on executive with a proven track record for driving growth, profitability and branding for a series of Fortune 500 companies in domestic and international markets. Responsibilities include sales, market research, brand strategy, portfolio strategy, and brand activation (sales promotion, merchandizing, events, etc.). Astute strategist with extensive experience in planning for growth, identifying new business opportunities, and client interface.

Mark has spend over 20 years in senior management positions at WPP, the worlds largest Advertising and marketing company, including running Ford Motor Company South America and Global Vehicle Launches, as well as tier 2 and tier 3 North America Marketing (over a billion in marketing spend) other clients include Coca Cola, McDonald’s, P&G, Simon Malls, Range Rover.

He has also lead profitable growth strategies by energizing sales of B2C and B2B business through entrepreneurial approaches, inspiring leadership, championing consumer/customer needs and disciplined execution.

Mark also has, over the last 20 years, bought, built and sold Dunkin Donuts, Dominos franchises

Mark holds a Bachelor of Science in Business Administration in marketing from the University of Bucknell. He resides on Mercer Island, WA.

Jimmy Govea

Senior Solutions Architect

Jimmy joins the Rellevate Team with over 14 years’ experience with international companies, developing digital banking solutions for Technisys and telecommunications platforms with Claro. He has led a team of developers designing world class banking solutions.

He has a passion for technology and adapts to find the best way to achieve business-oriented goals, while following best practices and enterprise design patterns. Jimmy is exceptional at problem solving, with a proven ability to partner with stakeholders (business and tech) to deliver state of the art software with high levels of end user satisfaction.

He is a great addition to Rellevate as we build out our financial services and payment product solutions.

Jimmy currently lives in Ecuador with his wife and 2 children. 

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Matt Harshfield

Director of Business, Development

Matt’s background is in sales, marketing, and software. With over fifteen years of SaaS experience with companies such as Company Mileage, Vitamin Water, and Lone Star Overnight Shipping, Matt provides the skills and discipline necessary to help businesses thrive. From the inception of Company Mileage, Matt grew the business from a start-up to a successful multi-million-dollar entity. Matt holds a BBA, Business Management / Marketing Degree from the University of Arkansas, where he played division one basketball for the Razorbacks. Although an Arkansas native, he grew up in Tyler, TX, and continued to grow his career in the Dallas market.

Alex M. Holden

Digital Marketing

Alex M. Holden manages the website development and online presence for Rellevate.

Alex runs a digital marketing agency where they specialize in B2B business growth managing their websites and online presence.

Alex was previously a National Product Trainer with Constant Contact for over five years where he trained thousands of new customers on Constant Contact’s software. Working for a SaaS company, Alex was on the only team in charge of bringing in non-recurring revenue to the company.

Alex has partnered to deliver digital marketing training to SMBs with Microsoft, SCORE, SBA, and Chamber of Commerece’s across the U.S since 2011.

Alex is originally from Parker, Colorado and now resides in Seattle, Washington.

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Anna Karner

Risk Analyst

Anna Karner is a graduate student of Occupational Therapy at Washington University in St. Louis. A native of St Louis, MO, Anna has a background in psychology and has previously worked in education. With a keen eye for detail and a passion for working with others, Anna provides valuable insight and support to the Rellevate Risk Analysis team.
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Matthew Krull

Senior Vice President - Strategy, Legal, and Public Affairs

Matthew Krull serves as Senior Vice President – Strategy, Legal, and Public Affairs for Rellevate.

Most recently, he served as the Deputy Chief of Staff and Chief Ethics Officer for the Georgia Department of Human Services, where he assisted in managing the State’s largest agency with over 9,000 employees and a multi-billion-dollar budget. As Deputy Chief of Staff, he oversaw the Office of General Counsel, the Financial Division, and the Office of Health Law and Policy. Krull also led several critical initiatives for the agency, including the One Time Cash Assistance program – which distributed over one billion dollars through virtual and physical MasterCard prepaid cards to three million Georgia residents and became one of the largest deployments of digital wallets ever.

Krull previously served as the Health Policy Counsel for the Georgia Department of Community Health, where he focused much of his work on the innovative Georgia Access 1332 waiver and the Georgia Pathways to Coverage 1115 Medicaid waiver authorized by the Patients First Act. Krull was instrumental in gaining initial approval from CMS for both waivers.

Before working for the State, Krull was the Solicitor-General of Douglas County, Georgia, for over six years, where he was recognized as the M.A.D.D. Prosecutor of the Year for his work reducing DUIs in Douglas County. As a former prosecutor, he has extensive experience litigating cases, including trying over 50 jury trials.
He has previously been appointed to serve as a representative on the Georgia State Board of Education, Commissioner for the Georgia Brain and Spinal Injury Trust Fund, and a Georgia Rare Disease Advisory Council member.

Krull’s coolest job, thus far, was being a Zamboni driver for the Atlanta Thrashers of the National Hockey League.
Krull is a graduate of Georgia State University with a B.A. in Political Science and a J.D. from The Western Michigan University Thomas M. Cooley Law School.

Matthew resides in Sandy Springs, Georgia, with his wife and two children.

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Christine Moses

Graphic Designer / Social Media Specialist

Christine is a Development and Marketing professional with over 25 years of quantifiable experience and leadership skills in the for-profit and non-profit business sectors. Christine utilizes her experience and skills to provide development of specialized projects including branding, marketing content creation, promotion, social media, communications, and marketing campaigns to build relationships, grow funding and stand out as industry leaders. She is a graduate of Webster University with a Bachelor of Arts in Business Management emphasizing Marketing and minor in History. In addition, Christine is a small business owner and a Yoga Alliance 500 RYT Hatha Yoga Teacher.

Victoria Lopez Negrete

Victoria Lopez Negrete

Advisor, Customer Experience

Victoria is a senior leader in global Fortune 500 business environments with a consistent record of leading customer experience, enhancing service levels, improving workflow processes, creating innovative marketing initiatives, and building profitable, sustainable customer partnerships to accelerate revenue growth.

She is a passionate, visionary executive experienced in strategy, planning, and product/service creation and has led high-performance teams that deliver industry-leading growth and profits.

As Senior Vice President & General Manager, North America at Western Union, she directed U.S. domestic and international Money Transfer, Bill Payments, and Money Orders − as well as Mexico and Canada money transfer − serving nearly 24 million retail customers and bank customers, with 16,500 billers affiliates, and presence in 77,000 physical locations.

Prior to this, Victoria had a seven-year career with Citigroup, including roles as Executive Director, Regional Credit Cards/Vice-President where she drove enterprise-level vision, strategy and leadership for the credit card portfolio spanning 13 countries and nearly 3 million accounts in Central and South America; Director, Cards & Marketing/Vice-President at Citibank Mexico, Grupo Financiero Citibank; and Head, Marketing & Service Quality/Vice-President at Citibank Chile.

Earlier in her career, Victoria held a General Manager position at MasterCard International in Mexico City, where she was the first female GM of an international company in Mexico; and she started her career as Marketing Director at American Express.

She was previously on the Latin America Visa and the TSYS – Mexico and Prosa (Promoción y Operación, S.A.) Board of Directors; affiliated with the Mexican Banking Association; is a Citibank Chile & Junior Achievement Strategic Partnership Leader and was named by El Diario newspaper among the Top 50 Outstanding Latina Women.

Victoria received her bachelor’s in Sciences of Social Communication, Major: Marketing; Minor:-Film and Journalism from Universidad Anáhuac, Mexico City, Mexico

Jim Ou

Brand and Graphics Specialist

With an eye for aesthetics and a can-do attitude, Jim’s creative brand and graphic solutions are limitless and tailored to meet each clients’ needs.

Jim’s more than 20 years of experience is both innovative and cross-disciplinary. In addition to his extensive graphic design portfolio, his experience includes branding, architecture conceptualization, interior design, 3D modeling and visualization, animation, video editing, web design, photography, illustration, and interactive/digital experience design. He has been responsible for many iconic designs, including multiple Best Western and Coca-Cola campaigns worldwide.

Jordan Pantalone Photo

Jordan Pantalone

Director of Business Development
- Government

Jordan joins Rellevate with an extensive background in government and public affairs. He most recently worked as a State Policy Manager at Vibrant Emotional Health, where he helped launch the 988 Suicide and Crisis Lifeline across the United States. Prior to that, Jordan spent five years working for the City of New York at the New York City Campaign Finance Board, where he helped administer the City’s robust matching funds program across multiple Citywide elections. Jordan holds a Political Science degree from George Washington University.”
Chris Headshot

Chris Pereira

Business Development Partner

Chris Pereira is a Senior Sales Professional with over 15 years of successful technology & consulting sales to Fortune 500 companies across the US. With a passion for building new businesses and cultivating existing ones, Chris takes pride in serving clients and the community.

Chris holds an MBA and is an Afghanistan veteran. He currently resides in Massachusetts.

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Bentley Richardson

Operations Analyst

Bentley is a graduate of Peninsula College with a B.A.S. degree in Applied Management. He has ten years of on-the-floor customer service experience, with over five years in various managerial roles, and currently specializes in data analysis, compiling reports, lead generation and CRM software management.

David Schneider

Vice President of Accounts and Analytics

David Schneider serves as Director of Account Management for Rellevate. Previously he worked as a Product Manager at Hallmark Cards Inc, a position he held since 2019.

David was a Data Analyst on the Strategy & Insights team at VMLY&R from 2015-2019.

He holds an MBA with Honors in Economics and Business Administration from Heidelberg University and currently resides in Columbus, Ohio.

Greg Schneider

Co-Founder, Chief Information Officer

Greg Schneider serves as Executive Vice President and Chief Information Officer for Rellevate.

Previously he was Chief Information Officer for The J.G. Wentworth Company, a position he held since 2014. Prior he served as a consultant to SCA Promotions Inc., a marketing agency.

Greg was Senior Vice President, Marketing Information Management at The Western Union Company from 2008 to 2012. At Western Union he also led the prepaid card opportunity that yielded over 1 million cards.

Prior to these engagements, Mr. Schneider held senior leadership positions in consumer and financial services businesses, including Simon Property Group (built Simon Giftcard Program, which at the time was the world’s largest Visa giftcard program), Conseco and Banc One Corporation dating back to 1984.

He holds a B.B.A. with honors from Ohio University and lives in Columbus, Ohio.

Christopher Sears

Director of Business Development

Chris comes to Rellevate with extensive experience in the incentives, engagement, and loyalty space, working for companies like TouchPoint Promotions, Garvin Promotion Group, and Engage People. As a trusted advisor and best practices leader, Chris has developed a large network of VP and C suite clients, across multiple verticals. Delivering effective marketing strategies to create brand awareness, acquire and convert leads, and drive internal and external retention, has long been a passion. 

An avid sports enthusiast and longtime coach, Chris is currently coaching club baseball and basketball. As a believer in empowering young people, he’s also taken an active role with the Miss Arizona pageant system.  

A graduate of Arizona State University and an Illinois native, Chris currently lives in Arizona with his wife Amy and two sons.   

Justin Simmons

Vice President of Operations

Justin Simmons serves as VP of Operations for Rellevate. Justin was formerly with VMLY&R where he was in Operations Leadership. Data driven, he has extensive expertise in efficiency and process improvements. Justin holds a B.A. and M.A. in Psychology from the University of Northern Iowa. He lives in Kansas City, MO with his wife and daughter.

Galo Solis

Software Architect

Galo brings more than 15 years of professional experience as a software developer, solution designer, project manager, and enterprise architect, working with international teams on large-scale projects.

He was most recently Chief Enterprise Architect at Claro Ecuador-America Movil, a leading company in integrated telecommunications services in Latin America.

Galo holds a Master’s Degree in Management of Information Systems from the university ESPOL on Ecuador.

He passionate, creative, and interested in staying on top of new software technologies, frameworks, methodologies, and best practices.

He lives in Ecuador with his wife, two sons and a daughter.

Shana Spak

Business Development Partner

Shana is a distinguished leader within the sales community, boasting 25 years of sales experience, primarily in the IT Staffing space. Recognized as a global leader, she consistently surpasses corporate goals.

Throughout her career, Shana has achieved numerous milestones and was frequently entrusted with expanding companies into new territories. She has successfully extended corporate reach to new regions in the USA and led the efforts of several international companies as they entered the American market. Notably, Shana achieved the highest sales numbers in the USA for Cloud International, specializing in the SAP market.

Beyond her sales acumen, Shana is passionate about training new hires and establishing standard protocols for organizations. Her love for the sales process is evident in her dedication to fostering excellence within teams.

Outside of the professional realm, Shana enjoys playing the piano alongside her husband’s guitar, navigating the waters with her kayak, and engaging in spirited poker games.

Chip Steppacher

Advisor, Strategic Finance

Chip Steppacher Is the Chief Financial Officer for Rellevate. Previously, he was Managing Director, Regulatory Capital Management Office, COO at JP Morgan. He is a senior financial executive with extensive experience leading businesses through strategic acquisitions, new organizational capabilities and managing change. His proven success within global wholesale banking and asset management organizations has included multiple start-ups, building new capabilities and improving operating performance..

Chip held a variety of leadership positions with the Finance and Business Management teams within JP Morgan, Bear Stearns and Bankers Trust, with strong product and market expertise in Fixed Income, Equities and Commodities.

As Managing Director at JP Morgan, Chip was a trusted advisor and business partner with experience in cultivating effective relationships with Operating Committee members and was frequently requested by senior management to lead high priority, initiatives without disrupting existing business. He has demonstrated leadership through recruiting and managing a team of high caliber professionals, open and transparent communications, cultivating talent at all levels, and managing expectations.

Chip resides in New Canaan, Connecticut and with his wife and children.

Stewart A. Stockdale

Co-Founder, Chairman and CEO

Stewart A. Stockdale is Chairman & CEO of Rellevate. He is responsible for the company’s vision, strategic planning, and business growth. He is also responsible for overall fiscal management.

Stockdale brings broad experience with world-class companies in the payments, financial services, and consumer products sectors. He was named one of the Top CEO’s of tomorrow by Bloomberg / Business Week. Most recently, he served as Chief Executive Officer of The J.G. Wentworth Company. J.G. Wentworth is a diversified consumer financial services company specializing in mortgages, structured settlements, payment systems, and personal loan options. There he stabilized, diversified and restructured the enterprise.

Previously he was President at the Western Union Company, where he ran Western Union’s Money Transfer and Consumer Payments businesses across five global regions (North America, Latin America & the Caribbean, Europe & CIS, Middle East Africa, and Asia Pacific). At Western Union, some of his successes included repositioning and turning around the U.S. Domestic Money Transfer and Consumer Payments businesses and returned them to growth after years of steep declines as well as launching the U.S. Prepaid Card business, delivering almost one million cards-in-force in the U.S. alone.

Stockdale also held roles such as Senior Vice President, Global Marketing & Product Management at MasterCard Worldwide, among other positions at leading multinational companies such as Simon Property Group where he launched and built the largest Visa Giftcard program in the United States, American Express, and Procter & Gamble.

Stockdale holds a Bachelor of Science in Business Administration in marketing from the University of Denver and completed The Executive Program at the University of Virginia’s Darden Graduate School of Business Administration. He resides in Darien, Connecticut with his wife and six children.

Michele Sullender

Chief Marketing & Product Officer

She is one of the leading experts in the country on prepaid card products, named one of the Top 10 Most Powerful Women in Prepaid.

Most recently as President of MCS Consulting LLC, she advised on financial services (emphasis on prepaid) to clients in the retail real estate industry and other financial service companies.

As the EVP of Product Marketing & Development at WeCareCard, a crowdfunding startup, responsible for multiple aspects of building the business. From developing the crowdfunding platform, prepaid product to fraud / risk mitigation.

At InteliSpend (now Hawk Incentives, a division of BlackHawk Network) she was the VP of Marketing & Product Strategy. Lead the creation and execution of the overall prepaid product strategy, as they transitioned from one product / brand offering, to offering Visa, MasterCard and Discover. Delivered customized incentive, promotional and expense management prepaid products to thousands of corporate clients.

Built and managed the Simon GiftCard Program as Vice President of Product Development & Marketing at Simon Property Group. The Simon Giftcard program grew to the largest open loop gift card program in the country, with millions of cards per year, and over 100 card designs/products. Also executed robust partnership experiences for companies to engage with billions of shoppers. Experiential marketing programs with Visa, Microsoft, and the NFL. Licensing deals with highly valued brands such as Vera Bradley, Boston Celtics, University of Texas. Cause Marketing- Introduced the first open loop gift card, The Susan G Komen / Simon Pink Ribbon Visa GiftCard. Raised $2 Million dollars over the life of the program.

Michele graduated from Columbia College, and resides in the St Louis, MO area with her husband.

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Sarah Taylor

Manager of Compliance

Sarah is a graduate of the University of Missouri with a Bachelors Degree in both Finance and Banking. Previously, she worked for Wells Fargo, JPMorgan Chase Bank and Jones Investment Group. Her passion is customer service.
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Keela Wicker

Director of Compliance

Compliance focused with 40 years of experience in payment processing and 20 years specializing in the Prepaid Card Industry. Keela has also managed multiple operational functions, front end point of sale processing, training facilitation and documentation, and policy and procedure creation.

Keela was most recently with Simon Property Group, where she launched and managed the operational side of the largest Gift Card program in the world. The Simon GiftCard Program blazed the trail for the entire industry and was key in assisting with the development, key learnings and best practices for the prepaid industry.

For the last 5 years her primary focus has been on risk mitigation, fraud control and federal and state regulatory compliance. In her spare time, Keela enjoys rehabbing historic homes in her community.

James T. O'Hora

Director of Business Development

James has over twenty-five years of global financial services experience including roles compliance, new listings, client service and institutional business development.

He spent ten years on the professional staff of the New York Stock Exchange and was the Account Manager for the New England Region for Client Service and Business Development. He gained additional experience in the secondary alternatives market with previous roles as Senior Vice President at London based Tullett Prebon and Senior Managing Director at OmniCap, LLC in New York City.

More recently James was the first U.S. Representative of The Irish Stock Exchange for Business Development working out of Connecticut and covering the investment funds space.

He is a graduate of Montclair State University with a B. S. in Political Science and a graduate of Rutgers University with a Master of Public Administration M.P.A. He also holds valid U.S. and Irish passports. James has resided in New Canaan, Connecticut for over twenty years with his wife and college aged daughter and son.

Tim Swette

Business Development Partner

Tim Swette brings more than 25 years of experience in sales and operations leadership at leading technology and hospitality companies. He has a passion for creating world class processes and teams to build companies and delight customers.

Tim has successfully led multiple sales & operational teams across infrastructure and software offerings in high growth businesses from pre-revenue to multi-billion-dollar sales. He is a fact-based leader with a track record of success in fast paced start-up and Fortune 500 environments.

His career began at Seagate Technology with both operational and sales roles. Tim got bit by the entrepreneurial bug and went on to build both Vixel Corporation and McDATA from pre-revenue to successful IPO’s. He spent time with Caesars Entertainment integrating their Total Rewards customer loyalty program before joining BlueArc which was subsequently acquired by Hitachi Data Systems.

At heart, Tim is an entrepreneur with extensive experience in the field of data technology. He inspires and leads global teams to innovate, commit and over-deliver on the seemingly unattainable.

Tim is a graduate of Minnesota State University in St, Cloud, Herberger School of Business.

Andrew H. Maguire

Business Development Partner

Andrew Maguire is a builder of companies and brands who operates with a single-minded objective: to create meaningful, profitable transactional relationships—business to business and business to consumer.

He has successfully achieved that objective working with Young and Rubicam, Interpublic Group (IPG) and Wyndham Worldwide across a range of industries including consumer packaged goods, financial services, healthcare, insurance, technology, fashion and hospitality.

He approaches every category and brand with an entrepreneurial eye towards competitive differentiation and real market value.

And he brings this focus to his role as Business Development Partner to establish strong, profitable relationships between Rellevate and organizational partners.

Andy is a graduate of Columbia University in New York City. He currently lives in Los Angeles with his wife and dachshunds.

Mike Rothstein

Business Development Partner

Mike Rothstein has vast experience in the employee benefit industry, partnering with advisors, consultants along with their employer clients, ranging from small private organizations to large public companies. Mike’s background includes expertise in income protection products and significant exposure to voluntary benefits.

Over the course of his twenty-plus year career, he’s worked with four major insurance carriers covering many domestic markets. Mike has often been recognized as a top producer, and has trained, mentored many successful sales representatives.

Donna Gutierrez

Business Development Partner

Donna Gutierrez is a business development partner for Rellevate. She’s an entrepreneurial and customer focused sales executive with 25+ years of experience in the payments, technology and corporate travel industries. She has a history of driving exceptional results through the development of high-performing teams and as an individual contributor. Donna began her career in sales at American Express where she earned a series of sales awards and leadership roles in the Corporate Services Division. She subsequently joined the start up sales teams at Expedia Corporate Travel, Concur and Capital One Commercial Card.

Donna’s specialties include B2B sales, sales management, building sales channels and business development. A graduate of Rutgers University, Donna is actively involved in philanthropic endeavors, including the Sarasota Memorial Hospital, Susan G. Komen for the Cure and Streets of Paradise, a nonprofit group providing assistance to the homeless.

Donna lives in Sarasota, Fla., and enjoys traveling, exercising and spending time with family.

Chris Avery

Business Development Partner

Chris comes to Rellevate with a background in employee benefits, human capital management, financial sponsor due diligence and alternative funded health plans. Chris works with companies to provide voluntary and medical benefits to their employees, with the focus on retention and overall employee satisfaction.

Prior to his work in Benefits and Human Capital Management, Chris spent over 10 years working with Institutional Investors and HNW Families to manage their wealth and investment needs. Most recently with Citizens Private Bank, Chris built and managed a new territory as the bank expanded wealth operations into the tri-state area. Chris was a Chairman’s Club recipient (Top 1%) in 2016.

Chris graduated from the University of Connecticut in 2007 with a BA in Political Science and Economics. Chris is a Certified Wealth Strategist and holds his Finra 7, 63, 65 and Life and Health licenses.

Phil Harvey

Chief Revenue Officer

Phil Harvey is Chief Revenue Officer for Rellevate and is responsible for driving revenue growth through the development and on-boarding of new customer relationships, and on-going account development for existing customers.

His career began at American Express, from which he went onto build and grow successful brands in the technology, hospitality and education industries. He’s held c-suite and functional leadership roles with large, small, public and private companies.

Phil’s an entrepreneur with extensive experience in the field of franchising. He’s developed, built, operated and sold franchises as a franchisor and franchisee. He’s held non-profit board roles and worked collaboratively with for-profit boards.

He has a lengthy track record of enhancing profitability, leading high-performance teams in highly competitive B2B/B2C service industries, driving revenue growth to boost enterprise value and create sustainable competitive advantage.

Phil has lived and worked abroad, studied at Ithaca College and Cornell University. He’s a guest lecturer at universities, delivers for-credit continuing education for professionals and is actively engaged in initiatives to eliminate youth homelessness.

Phil resides in Somerville, NJ with his wife and children.