Founder and CEO
A veteran entrepreneur and angel investor, Allan has been a CEO, founder or partner in a variety of ventures in travel, real estate, software applications and management consulting. He also has 22 years of nonprofit board experience. Through this experience, Allan realized that nonprofits could greatly enhance their mission capacity by leveraging technology and streamlining business processes. 501Partners is the culmination of his business and nonprofit experience. In his spare time, Allan enjoys skiing and is a terrible golfer.
COO/Senior Salesforce Consultant
Jenn is a business process designer and operations technologist with nearly 20 years of experience launching and maintaining projects with nonprofits, local government, higher education, and startups. Prior to joining 501Partners, Jenn founded a consultancy specializing in operational effectiveness for nonprofits and higher education. She brings that experience and passion for helping organizations execute in a smart and sustainable way into her role at 501Partners. Jenn holds an MBA in Nonprofit Management from Brandeis University’s Heller School for Social Policy and Management and is a certified Salesforce Administrator. In her spare time, Jenn does a fair amount of urban hiking.
Senior Salesforce Consultant
Stefanie has been involved with local nonprofits for the last 20 years, providing her familiarity with the needs of nonprofits in the Boston area. She has been working with nonprofits as a Salesforce consultant since 2013, and is a Certified Salesforce Administrator and Consultant. With over ten years of experience in professional organizing and creating information and project management systems, Stefanie has expertise in building customized organizational systems for individuals, nonprofits and small businesses. She has provided numerous trainings for individuals and groups on a variety of topics over the last 15 years.
Stefanie holds an MBA in Nonprofit Management from the Heller School for Social Policy and Management at Brandeis University.
Senior Salesforce Consultant
Brent comes to 501Partners with more than 20 years’ worth of experience in the Customer Relationship Managing domain. He is a seasoned software services professional with experience in transforming customer requirements into solutions that meet business objectives and deliver value. Brent brings a strong background in all aspects of the project life cycle, with emphasis on functional analysis, requirements gathering, business process reengineering, project management, and training. Brent graduated from Boston University with a bachelor’s degree in International Relations – Soviet & East Bloc Studies and holds an MBA in International Finance from Babson College. During the winter months Brent is an avid snowboarder often disappearing to Vermont for longs periods of time (if we don’t chain him to his desk)
Senior Salesforce Consultant
Jane is a Certified Sales Cloud Consultant, Certified Salesforce Administrator, and Certified Advanced Administrator with over 12 years of Salesforce consulting experience. In 2008 Jane was named a Salesforce Hero, and she has been invited twice to present at Dreamforce. Prior to working with Salesforce, Jane was a business banker for 18 years before moving over to the technology side of banking. Jane and her husband live in Rhode Island. They have two grown sons and enjoy international travel as much as possible. She is an accomplished stitcher (as the walls of their home will attest), enjoys playing golf poorly, and loves spoiling their two rescue kitties, Lucy and Ethel. Jane holds a BS in Behavioral Analysis from Western Michigan University and an MBA in Finance from Memphis University.
Senior Application Developer
Trish is a systems and business process designer with more than 25 years’ experience driving innovative technology projects to completion. She has held technology leadership positions in local government and higher education, from infrastructure to enterprise applications, and served as CTO and Interim CIO at Armstrong Atlantic State University. Trish earned her Bachelor of Science in Mathematics from Armstrong Atlantic State University and studied doctoral level Mathematics at Auburn University as a GAANN fellow. In her spare time Trish loves to explore the Boston area with her camera.
Salesforce Consultant and Senior Training Specialist
Paul brings to 501Partners his extensive experience as a nonprofit senior manager with a background in education, workforce development and housing. Paul is a seasoned educator in both university and employment settings and a gifted public speaker. He is well-versed in workplace technology and uses his communication skills to provide training and make recommendations that increase value for his clients. Paul holds a PhD in Religious Studies from Boston University.
Business Development Manager
Lindsey is a veteran business developer and strategist with 10 years of sales and accounting experience. She has a keen eye for identifying financial trends in the nonprofit sector, and loves seeking out and learning about emerging technologies. Lindsey hails from the private education sector where she expertly directed a sales team at Minneapolis-based TADS. There she increased annual revenue growth by more than 30% and established a suite of CRM tools. She tackles complex business challenges through data conversion and software implementation. Lindsey holds a B.A. in English from Augsburg College in Minneapolis, MN. In her free time, Lindsey enjoys traveling and spending time outdoors with her family.
Heidi Ambrosino specializes in accounting and office management for small and mid-sized businesses. She’s detail-oriented, and thrives on the particular challenges of setting up new business processes and finding the best solutions to maintain them. She previously worked as an accountant at both a manufacturing and a CPA firm, and was a full-time parent for many years. She has a Bachelor’s degree in Business Administration from UMass-Lowell. When not working, Heidi likes to spend time with her husband, three children, and dog. She likes to be outdoors, enjoys hiking, and especially loves watching her kids play sports.