Ineo is the premier provider of global mobility software and services for some of the world’s largest relocation management companies and corporations. For decades, clients facing tricky global mobility challenges have been turning to us for our pioneering mobility software, innovative financial solutions including business process outsourcing, and comprehensive tax services.
As the global mobility industry’s knowledge leaders, we are dedicated to sharing what we know. We intensify our knowledge through continuous technological innovation — and by starting each engagement with a deep dive into our clients’ long- and short-term goals and challenges. We practice sharing our knowledge by delivering exceptional service to our clients…by offering unfailing support to their global mobility programs…and by developing creative ways to save them time, stress, and expense. Our purpose is our clients’ purpose…and our success is our clients’ success.
Everything Ineo does — from global mobility technology to tax services and financial solutions — is about ensuring a successful experience for both the global mobility professional and the mobile employee. In everything we do, it’s always clients first.
We strive to do things the good and right way each and every time — with kindness, generosity, and best intentions.
We’re enthusiastic. Positive. Caring and committed. We love what we do and we do what we love. We believe staying positive leads to positive outcomes.
We care about all people at all points of interaction, and do our best to communicate clearly and with an open mind. We believe respect holds the seeds of trust.
We are collaborative problem-solvers who never stop learning, never stop educating, and never stop leveraging our skills and experience to benefit our clients.
We know a lot — so we know we don’t know it all. We’re willing to listen, reflect, and grow. We practice open-mindedness and flexible thinking. We embrace change.
We are committed to the highest quality client experience, to timely follow up and effective communication, and to consistency in the quality of our products and services.
Ineo is all about recognizing the outstanding talents and expertise of each individual employee — and balancing those gifts with our company’s collaborative spirit. We’ve created a culture where super-heroes in global mobility technology and tax choose to work, each of whom share a single mission: to ensure the highest quality experience for the global mobility professional and assignee, as if the world has no borders.
Jason L. ArnoldPresident & COO, Mobility Software
Jason was one of the founding members of Ineo in 2002, and along with two other partners, started writing the company’s software products in rented offices above a furniture warehouse in Denver. Since that time, he has been the operational leader for Ineo’s Mobility Software division and the strategic force and chief architect of the company’s industry leading software suite.
Jason brings 22+ years of mobility software development expertise to the company’s customers and employees. That experience, along with his professionalism, creativity and laser focus on the quality of the customer experience have resulted in a robust software solution to manage every type of global mobility assignment or relocation. And a client services team committed to knowledge sharing, problem solving and customer peace-of-mind.
Prior to joining Ineo, Jason served in a senior management capacity for multiple relocation software and management companies including Relocation Management Systems, The Hessel Group and US Relocation Services, Inc. (now Sirva). He earned a B.S. in Business Administration from Colorado State University with an emphasis in Computer Information Systems. When not leading Ineo’s technology and client services teams, Jason is an avid golfer and musician and enjoys spending time with his wife and watching his young son’s sporting events.
Carly BaconSenior Client Services Associate, Mobility Software
Everything Carly does is about the success of her clients. She joined Ineo in 2014 as an Account Manager, bringing with her more than 10 years of client relations experience. Carly began her career as an account manager for a computer software company and has grown in seniority ever since. From the experience of working with Fortune 500 companies, she learned the focus and discipline required to provide high level customer support and the sense of accomplishment that comes from nurturing and delighting customers. At Ineo, Carly supports clients across the Ineo global mobility product line, including MoveTrack and CostEstimator.
Carly earned a B.A. in English Literature with a minor in technical writing. Carly has published a non-fiction children’s book and is passionate about international travel. She also enjoys stand-up paddle board with her black lab, scuba diving, and all kinds of recreational sports.
Cynthia A. Cama, CPASenior Tax Research Analyst & Consultant, Tax Services
Cindy has been a member of the Ineo Tax Services team since 1999. She specializes in the research, analysis and preparation of multi-state individual income tax returns for corporate employees relocated by their company. From those 18 years of experience, she has a deep understanding of the complicated relocation tax laws. Cindy is passionate about providing personalized service throughout the planning and filing process and committed to making sure tax season is as low stress as possible for the transferee.
Cindy began her public accounting career as a senior tax analyst in the tax department of Yale University where she honed her knowledge of income tax laws and regulations. Since then she’s had a broad range of accounting and audit experiences, enabling her to provide relevant and timely advice to clients seeking to achieve the highest level of tax savings based on their unique situations. Cindy holds a B.S. in Financial Accounting from the University of New Haven. When not working the crazy hours tax season requires, she enjoys volunteering for various local nonprofit organizations.
Robin CarmanClient Services Associate, Mobility Software
Robin joined the Ineo team in 2015 to contribute the experience gained from more than 23 years in the mobility industry. In addition to her track-record in customer support, she has more than 10 years of experience in relocation accounting. Before joining Ineo, Robin worked for a leading relocation management firm. Robin’s primary responsibilities are supporting Ineo customers with daily usage of our global mobility software – MoveTrack and MoveTrack Web Access – and the iReports functionality. Her passion for quickly finding solutions and successfully managing the client experience make her a perfect fit for the Ineo team.
Robin attended the University of Nebraska in Lincoln with a focus on accounting. She obtained a Real Estate Salesperson license as well as a CRP designation while working for a relocation management firm. Outside the office, she enjoys various artistic activities such as painting and needle work.
Dan Duffy, CPAChief Product Officer
With more than 30 years of experience in the mobility industry, Dan leads Ineo’s technology strategy, product design, and continued expansion of the company’s comprehensive global mobility solutions for technology, assignment management, tax and data aggregation.
Dan is recognized as one of the industry’s original innovators of mobility technology solutions and has immeasurable technical and subject matter expertise. Dan brings an enormous number of “intangibles” to Ineo and Ineo’s client base. Among those are his background as a CPA, his gifted programming and software architectural skills, an extremely deep knowledge of the mobility industry, and his experience as CIO for several large relocation management companies, including Primacy (now Cartus) and Aires.
Dan is a natural leader who brings the best out of everyone who works for and with him. He’s committed to working closely with Ineo’s clients to ensure our product suite meets the increasingly complex demands of the mobility professional and their broad range of stakeholders, from IT, to finance and compliance, and to the ultimate stakeholders: the assignees and transferees. Dan earned bachelor’s degrees in Accounting and Computer Science from the University of Montana.
Clare is a highly accomplished finance professional with extensive experience in accounting and relocation tax. Clare began her career in public accounting for large corporations and has worked across multiple sectors. Capitalizing on 25+ years of industry experience, Clare manages Ineo’s finance department, including all accounting, audit, payroll, contract, vendor and personnel administration. Clare takes great pride in ensuring that Ineo’s processes and reporting are streamlined, smooth running, accurate and compliant. She’s a staunch believer in focusing on the client and making Ineo easy to do business with.
Clare earned her BS in Business Administration with a concentration in Accounting and Finance from Eastern Connecticut State University. When not knee deep in reports, she relishes watching her children play sports, UConn basketball and football.
Kevin FlynnDirector of Information Technology, Mobility Software
With more than 23 years of experience in IT, including 20 years in the global mobility industry, Kevin is a key driver behind Ineo’s market leadership in global mobility software. Kevin joined Ineo in 2004 as senior applications architect and was promoted to director of IT in 2009. Throughout his time with RMS\The Hessel Group, SIRVA Relocation and Ineo, he has developed a unique understanding of relocation tax and accounting systems that has proven invaluable to Ineo’s growth. Today he leads the technology team in developing and enhancing MoveTrack, MoveTrack Web Access and LumpSum Online while staying in touch with, and planning for, the next generation client of needs.
Kevin earned a B.S. degree in Applied Mathematics with concentrations in Computer Science and Statistics from Colorado State University. When not at the keyboard or whiteboard, he enjoys the outdoors and spending time with his wife and three daughters.
Patti FosterClient Services Associate, Mobility Software
Patti brings 30 years of customer service, account management, and accounting experience to her client services role at Ineo. Prior to joining Ineo, Patti managed the Relocation Tax team at Altair, a major relocation management company. She began her career in mobility six years ago and quickly ascended the ladder to successfully lead their tax team. In addition to her depth of mobility experience, Patti also has expertise in property management and construction, industries that require high levels of service and attention to detail. This variety of experience enables Patti to bring unique and fresh perspectives to her Ineo clients.
Patti is vested in providing exceptional customer service. Nothing makes her happier than delivering timely, effective, and comprehensive solutions to her clients. She knows this combination of skill and caring translates to a superior experience for Ineo’s clients, and encourages them to seek her out for guidance. Patti attended the University of Texas at Austin with a focus on Accounting. She enjoys traveling, spending time with her husband and family, and doing almost anything that allows her to be outdoors.
Donnielle FreemanDirector, Financial Solutions
An original member of the ExpensePro – now Ineo Financial Solutions – team, Donnielle has more than 18 years of mobility tax, accounting and payroll processing experience, experience which greatly impacts the success of her colleagues and her clients. Donnielle developed her subject matter expertise through multiple roles including account manager, auditor, and relocation accountant for companies such as Paragon Relocation, CHA Relocation and Delta Corporate Services. She’s also worked for a national payroll administration organization and a national collections/debt organization.
Donnielle is relied upon for her deep knowledge of audit and compliance including the application of FAR and FTR. Among her responsibilities are budgeting, lump sum calculations, custom reporting, exception and cost savings tracking, vendor management, payroll and internal audit and year-end gross-up processing and reporting. Always racking up accomplishments, she consistently receives 100% on audits and the appreciation of her colleagues, clients and transferees. Donnielle is newly married, and when not in the office managing programs, enjoys spending time with her husband.
Jennifer FullerManager, Financial Solutions
Jennifer brings to bear 18 years of accounting and administrative experience in the relocation, construction, and retail industries. Her high customer service standards were developed while working for Nordstrom in Palo Alto, CA. Prior to joining the Ineo Financial Solutions team, she held positions as a relocation expense management analyst with Brookfield and NuCompass and as an associate consultant with Altair.
Through Jennifer’s various roles she’s learned the difference to be made through high level customer service, team work, versatility and dedication. What really gets her excited about going to work is making sure her clients’ days are running smoothly. Jennifer earned her Associates in Business from Diablo Valley College. A San Francisco Bay Area native, she now enjoys living in the Denver Metro area with her husband and two teenagers. On the weekends, you’ll likely find Jennifer cheering for her son’s high school football team, planning travel adventures with her daughter, or exploring her beautiful new home state.
Deborah A. GioiellaDirector of Operations, Tax Services
Debbie joined Relocation Taxes – now Ineo Tax Services – in 1998. In 2002, she became a principal of the company, and took responsibility for operations and client relationship functions. She’s spent the majority of her career in public accounting, and worked a number of years as an auditor in the corporate sector. Debbie’s positive approach to life extends through her work and allows her to lead a team of professional staff with grace and humility. Her extensive knowledge in taxation and relocation specific tax laws, gives her the expertise to keep clients compliant and to guide them through the demands placed upon them in the markets and regulatory environments in which they operate.
Debbie earned a B.S. in Accounting and an MBA from Quinnipiac University. Extremely important to her is the time she spends volunteering for various civic and charitable organizations; she served on the New England Ballet Company Board of Directors for eight years. A huge culinary enthusiast, Debbie also enjoys exercise, travel, and above all, spending time with family.
Krista HaakSenior Manager, Financial Solutions
Krista brings more than 15 years of financial services experience to her role as senior expense administrator including personal banking and marketing for Wells Fargo and JP Morgan Chase Bank. She is also an entrepreneur, having run her own business as a licensed insurance and financial services agent for Horace Mann Insurance. She’s excelled in every position she has held and has been consistently recognized for her dedication to her work and willingness to learn new things.
As a member of the Ineo Financial Solutions team since 2013, Krista is responsible for expense and banking management, payroll processing and custom reporting. She’s hyper-focused on the customer experience, recognizing the importance of accuracy, consistency and reliability to the various stakeholders she serves – not to mention the personal touch. Married with three teenage children, three dogs also romp around Krista’s house. She enjoys exploring the outdoors with her family and honing her photography skills along the way, seeking to capture the beautiful CO scenery and wildlife they encounter.
Java joined Ineo in 2016 as a certified emotional support animal. He takes his job very seriously and gladly spreads support to the entire office on a daily basis. In exchange, he joyfully receives lots of belly rubs, heads scratches, and love. Java’s calming presence helps keeps the Ineo Denver team healthy, happy, and prepared to provide the best possible service for our clients. In his time off, Java enjoys stand-up paddle board, squeaky toys, food, and more food.
Lawrence R. Kearney, CPASenior Tax Consultant, Tax Services
Larry joined Ineo Tax Services in 2001, bringing twenty years of diverse tax background to the company’s ever-evolving client base. Previously he was a tax supervisor at a CPA firm, and a partner in a tax practice.
Now, drawing on over 35 years of experience, Larry provides unmatched leadership to the Ineo Tax Services team of dedicated tax professionals. On a daily basis, Larry leverages his vast expertise to provide unique and comprehensive approaches to clients navigating the constantly-changing, intricate landscape of complex tax laws affecting the mobile employee, in both US and international environments.
Tim KernanChief Revenue Officer
Tim joined Ineo in 2017 after developing a 15 year success record in senior leadership positions in sales, marketing, and management in the mobility industry. His strategic diplomacy, collaborative relationship building, and long term perspective drive his and his clients’ success. Coupled with his accessible personality and excellent communication and public presentation skills, Tim is the embodiment of business development through client advocacy.
Tim spent the years prior to Ineo in various sales, marketing, management, and senior leadership positions with a major relocation management company, AIReS. Starting as a sales representative in 2001, he moved in 2004 to general manager of the company’s largest regional office where he continued developing his sales and marketing expertise while honing management, human resources and leadership skills. In 2008 he was named the company’s first director of global business development, focusing on Fortune 500 clients exclusively while serving as a key advisor to the VP of sales and marketing. A Pittsburgh native, Tim earned a B.A. from John Carroll University in Cleveland, OH. When not working closely with Ineo clients to understand and solve their mobility technology, tax and financial management challenges, Tim enjoys spending time with his family, playing drums, reading historical fiction, and cycling.
Marieke KittelsonSenior Manager, Financial Solutions
Marieke’s more than 17 years of banking, finance and audit experience make her a valuable partner to Ineo’s clients. Prior to joining Ineo, she held positions with the Federal Reserve Bank as an internal processer and auditor, and as a mortgage closer for a relocation management company. Marieke extensive experience in relocation, internal audit, and compliance functions enables her to apply best practices for each new client and ensure their processes run smoothly.
Marieke’s responsibilities include custom reporting, exception and cost savings tracking, vendor management, payroll and internal audit and year-end gross-up processing and reporting. In everything she does, her focus is on high level service, personalized customer support and to always look for innovative efficiencies. Marieke earned a Bachelor’s degree in Social Science with an emphasis on Education from Ashford University. Outside of work, Marieke loves spending time exploring the outdoors with her 2 children.
Katie Lenehan, SGMS, CRPSenior Vice President, Global Mobility
Katie leads all aspects of Ineo’s global mobility software and service offerings, providing strategic leadership for the company and for the success of Ineo clients’ mobility programs. She first entered the mobility industry in 1994 as part of a government contract client services team for Prudential Relocation, and later served as VP of Financial Services for Brookfield Global Relocation. Katie is passionate about sharing her knowledge whether related to expense management, compensation services, financial services, or technology. In everything she does, from driving product development and process design, to providing thought leadership, the customer experience is always at the forefront. Katie travels extensively to support the operational needs of her team as well as to meet with clients and participate in conferences and educational opportunities.
Katie graduated with a B.A. from Sacred Heart University. She holds both SGMS and CRP designations. Katie actively participates as a speaker on regional panels at NERA, SRRC, ERC, and FEM conferences, and received a Meritorious Service Award from ERC. She resides in CT with her family, though one has left the nest for to pursue her love of animals as a pre-vet major at university. Katie shares her passion for the outdoors with walking, running and spending time at her children’s sporting events. Volunteering is in her DNA as giving back to the community and setting positive examples for her children is critically important to her.
Christopher G. Martin, JD, CPADirector
For more than 30 years, Chris has been providing business, legal and tax advice to emerging growth companies and their key stakeholders: customers, employees and investors. He founded the law firm Martin LLP in 1996 to focus on guiding entrepreneurs to build healthy, sustainable, and profitable companies. Chris also co-founded Ascencia Partners in 2009 to invest in emerging growth companies seeking to achieve their vision.
Focusing on building strong teams to maximize their customer value proposition has always been a guiding principal in Chris’ work. Since 2010, along with David Santora, CEO, he’s brought that passion to Ineo, guiding the company in extending its leadership position in the global mobility marketplace. Chris worked previously at a large international law firm and as a CPA for Price Waterhouse Coopers and Ernst & Young. He earned undergraduate degrees in accounting and computer science from Sacred Heart University and a law degree from Pace University School of Law. In addition to his passion for building thriving companies, Chris and his wife enjoy skiing, golf, tennis, cycling and hiking.
Joseph T. McQuillenSystems Engineer, Mobility Software
Joe has been a member of the Ineo mobility software team since 2009. He brought 10+ years of complex software development experience, developing and supporting multiple applications in the collections industry under West corporation. Joe also worked on developing an automated reporting system for a DSL company, and performed maintenance and development of several internal tools for a military contractor.
Today Joe is the primary developer of Ineo’s Global Compensation and US/Canada CostEstimator software, while also maintaining dozens of elements of Ineo’s core MoveTrack application. Joe’s extensive programming skills mean he’s able to deliver complex system enhancements quickly and accurately. Joe graduated with a BS in Information Systems from The University of Mary Washington. When not writing elegant lines of code, he enjoys spending time at the gym, playing board games with his kids, and reading.
Emily MillerSales Support Associate
Emily joined the Ineo team with a diverse background in sales and marketing and a particular passion for technology. With experience in business development, digital marketing and lead generation, she’s an important contributor to Ineo’s position as the leading global mobility knowledge resource in the industry. She has a wide range of responsibilities, including sales operations, client support and content marketing, and is a marvel at multi-tasking.
A graduate of the University of Connecticut with a degree in Communications, Emily began her career as a property manager for a real estate development firm. A quick and curious learner, she transitioned into the technology industry for a CT-based software company where she developed her skills in sales and marketing strategy. Emily is an animal lover and savors spending time with her family and traveling.
David S. Oltman, CRPChief Compliance Officer
David is a co-founder of ReloTax – now Ineo Tax Services, part of the Ineo LLC family – and The Hessel Group, located in Wilton, CT. David has more than 30 years of experience in the relocation and payroll industry and was the former director of relocation at Ciba-Geigy / Novartis Corporation. David was also a division president of a publicly held company and the system architect for the former DRTS systems. Today David leads Ineo’s Tax Services division, providing a broad range of tax services and educational programs that keep companies, their assignees, and transferees compliant with tax regulations.
Well-known for his deep mobility tax expertise, David is a highly sought after national speaker in both the payroll and human resources industries. He has spoken at ADP’s Meeting of the Minds and Ceridian’s INSIGHTS national conferences where he was delighted to be rated as the “top” speaker. He is an ERC Meritorious Service Award winner. David received his BBA in Human Resources and his MBA in Finance and Taxation. He was one of the first people to earn the WERC Certified Relocation Professional (CRP) designation. David has been married for 37 years and has three children. Fun fact: David’s license plate tag on his car for the past 30+ years has been GROSS-UP.
Scott OltmanTax Analyst, Tax Services
Scott is a tax analyst Ineo’s Tax Services team, responsible for preparing and analyzing gross-up audits/tax reconciliations. He works closely with operations and the sales team, leveraging his organizational skills and attention to detail to ensure our clients’ needs are met.
Prior to joining Ineo Scott was an account manager for a third party ad servicing company in New York City. Among his responsibilities was coding digital ad campaigns, a role that proved important to developing his analysis skills. He earned a B.S. in business from Mount Saint Mary’s University. Outside of work Scott is an avid reader and enjoys all things pop culture.
Tim PalmAssociate Director of Tax Research, Mobility Software
Tim has an extensive background in taxation and tax research with many years of experience in expatriate and foreign national taxation, tax equalization, hypothetical tax calculation, and tax software development. Before joining Ineo, Tim served as a tax analyst developing the ProSystem fx tax software for CCH, and as a senior tax consultant at Deloitte. He is a widely known and respected mobility industry expert on software and taxes.
At Ineo, Tim’s responsibilities range from researching domestic and global tax laws, overseeing all aspects of the country specific tax calculation for global mobility software, and serving as the point of contact for all client tax-related inquiries. His background and depth of experience allow him to approach software development and client support from multiple perspectives, always with an eye toward finding the best possible solutions. Tim graduated from Metropolitan State University of Denver with a BS in Accounting and a Masters of Professional Accounting (MPAcc) in Taxation. Outside of work, he enjoys spending time with his family and roasting coffee.
Lisa ProchQA Business Analyst, Mobility Software
Lisa joined Ineo in 2012 as a client support analyst bringing 15 years of technical experience supporting relocation, financial, customer relationship management, and human resource software packages. Lisa rapidly expanded her skill set becoming a knowledge expert in several assignment management functional areas, as well as in Ineo’s MoveTrack Web Access, CostEstimator and LumpSum software tools. Lisa is responsible for much of the QA testing, implementation and documentation needs of the company and our clients, and has written several manuals with more than 1000 pages of content.
Prior to joining Ineo Lisa worked for Microsoft where she achieved an MCTS certification for SQL Server 2005 and Forecaster. She holds BS and MS degrees in Geological Engineering as well as an Engineer in Training certification. Lisa enjoys leveraging her analytical training to assist customers with troubleshooting technical issues. In her spare time she and her husband enjoy traveling.
Mary B. ReillySenior Vice President, Global Business Development
Mary is recognized throughout the mobility industry for her numerous accomplishments in creating innovative supplier alliances, client services and technology solutions. During her 30 years in global mobility and tax, she’s worked directly with corporations and government agencies to develop and manage business alliances internationally.
Prior to joining Ineo, Mary held management positions at Prudential Relocation Management, Mead/Westvaco (now West Rock), and Colgate Palmolive. Among her many achievements, she’s proud to have successfully managed several large headquarter group moves and provided mobility assignment management benefits to expatriates in 200+ countries. She and her family also participated personally in three corporate relocations, providing insight to the importance of a successful transferee experience.
Mary’s combination of third party and corporate mobility and tax experience make her a valuable partner to her global mobility clients. She’s passionate about applying that experience to ensure each client takes advantage of the right combination of software and services to make their mobility programs run smoothly and in compliance. When she does get some downtime, Mary enjoys traveling, taking walks on the beach and reading great books.
Ange Miller RogersDirector, Financial Solutions
With more than 22 years of relocation tax, accounting, audit, compliance, payroll processing, and software experience, it’s no wonder Ange has worn so many hats: technical support and business analyst, expense processor, project manager, relocation accountant, implementation specialist and trainer. At Ineo, her responsibilities include budgeting, lump sum calculations, custom reporting, exception and cost savings tracking, vendor management, payroll and internal audit and payroll gross-up processing, and reporting.
Ange is a resident subject matter expert for Ineo’s mobility software and was influential in its design and functionality. Understanding both the operational and technology sides of relocation makes her a key asset, and no one sets a higher standard for implementation and training. Ange values the client relationships she’s cultivated over two decades and gets the most gratification by helping those clients achieve their goals. Ange and her husband are passionate for world-wide travel and the 3 dogs that wear them out at the dog parks around Denver. Also high on her extra-curricular list: community volunteering for species of both the human and animal variety.
Mike SalvidioSenior Software Engineer, Mobility Software
Mike is a talented software developer and application designer with more than 25 years of experience in design through implementation of complex software solutions. He’s been committed to the mobility/tax industry since 1998 and was among the original founders of Ineo and its core MoveTrack software.
While Mike is a resident expert on MoveTrack and maintains contact with many of the company’s original clients, his primary responsibilities are to continue to modernize the technology platform, ensuring MoveTrack and Ineo’s other self-service tools stay at the forefront of technology solutions for the global mobility industry. Raised in CT, Mike has long resided just south of Denver with his wife and very timid black cat. He’s devoted to studying emerging technology, enjoys the occasional round of golf, and is patiently waiting for the Yankees to win their 28th World Series.
David Santora, CPACEO
When David joined Ineo in 2009 he brought with him nearly 30 years of senior executive experience, a proven record of leadership, and an entrepreneurial spirit. He is known best for his expertise in the financial and strategic management of mobility-related companies. David leverages that deep industry experience to ensure Ineo continues to maintain its position as the mobility industry’s most trusted knowledge source.
Prior to joining Ineo David co-founded Relocation Taxes, LLC and was a former partner and co-owner of The Hessel Group, Inc. and The Hessel Group U.K. David also founded several successful real-estate venture and professional consulting firms, a private equity firm, and a CPA firm. He’s served in a range of senior management positions, including CFO, COO and Division President.
David is a CT Certified Public Accountant, a CT licensed real estate salesperson and an advisory board member of the First Bank of Greenwich. He earned a B.S. in accounting from Mt. St. Mary’s College and is an alumnus of the Virginia Military Institute. When not focused on making Ineo the best company it can be, David enjoys spending time with his family and going off grid for fly-fishing and hunting adventures.
Mandy ScheffnerManager, Financial Solutions
As Expense Administrator for Ineo’s Financial Solutions team, Mandy brings an extensive background in budgeting and cost control measures, creating and maintaining policies and procedures, and resource management. It’s the perfect role for a person so highly self-motivated, organized and detail oriented. Mandy enthusiastically shares her skills and talents with her Ineo team and her clients.
Prior to working in global mobility financial services, Mandy’s career began in hospitality management 20 years ago after she earned a degree in Business Management and Marketing from Rockford Business College. The skills she so deftly utilizes at Ineo were developed through a number of highly visible and responsible positions including General Manager of the Tavern Hospitality Group. Among her accomplishments – successfully opening 4 restaurants in 3 years and managing over 200 employees.
Outside of work, Mandy shares her aptitudes volunteering in her community, organizing and executing on big projects like the “Miracle on #19 Street” to serve Christmas dinner to 1,000+ homeless families, and helping kids express themselves through art at the Boys and Girls Club. She enjoys traveling and spending time with family and friends.
Jamie ShelbournDirector of Client Services, Mobility Software
Jamie has been a key member of the Ineo team for more than 14 years. After several years as an IT analyst for a global relocation management company, she joined Ineo to apply her project management, relocation, and systems implementation expertise to the technology side of the mobility industry. Now, with more than 20 years of mobility experience in both operations and IT, Jamie has been – and continues to be – influential in the design and enhancement of MoveTrack.
In addition to her role in technology, Jamie manages client services and training programs for Ineo. Among the many ways she supports our clients’ efforts is by sharing her expert knowledge of homesale and destination services – and accounting processes – through consulting, training and effective system implementation. Her depth of experience in operations and technology is a critical element of her success, but Jamie will be the first to say that the customer experience and personalized relationships are key. “When clients call Ineo, it should be nothing like a “call center” experience!” These are also the elements of her job that make her excited to come to work each morning.
Jamie earned her certificate in e-commerce technology from the University of Colorado. When not working on a major client implementation or helping her team meet their deliverables, Jamie enjoys watching college basketball and loves the countless adventures she experiences with her husband and two little boys.
Steve ThomasSoftware Engineer, Mobility Software
With more than 12 years of mobility software experience, Steve is best known for – and counted upon – for his expertise in setting up stable development environments, for his exceptional programming skills, and for his lightening quick response to client requests. One of Steve’s great passions is to leverage his professional insight toward ensuring Ineo continues to maintain its position as the mobility industry’s most trusted knowledge source.
Before joining the Ineo mobility software team, Steve worked at Primacy (later Cartus) along with Ineo Chief Product Officer, Dan Duffy, managing hardware and software updates and handling client requests for fast and accurate information. While he’s fond of all things technical, Steve gets great satisfaction working directly with Ineo’s clients to solve their stickiest problems. Steve earned a B.S. in Chemical Engineering from the University of Arizona (Tucson). When not working on Ineo’s software platform, Steve enjoys bashing a racquetball and devouring 1 to 2 books a day.
Anurag VarmaSenior Software Engineer, Mobility Software
Anurag has more than 15 years of experience in leading and developing complex software projects. He is highly respected for his expertise in developing database-driven web applications and web services, creating custom interfaces to 3rd party systems, implementing black box/SAAS, and managing overseas development projects. At Ineo, his primary responsibility is developing and implementing responsive web apps that help make the entire mobility process a breeze for clients, suppliers and individual assignees alike.
Prior to joining Ineo, Anurag worked for leading US based software technology companies in addition to serving in the Indian Army Ordnance Corps (AOC) as a software analyst. He earned a B.S. in Computer Science and the MCP (Microsoft Certified Professional) credential twice in Microsoft technologies. During his leisure time, Anurag likes to cook spicy dishes and cruise to various destinations in the US and around the world.
Jessica VelascoClient Services Associate, Mobility Software
Jessica recently moved from Arizona to Denver and joined the Ineo team, bringing with her five years of experience in customer, administrative and technical support. Her primary responsibilities are for Ineo’s Client Services team where she provides MoveTrack customer support. Organized and effective as she is, Jessica focuses on diagnosing technical issues and quickly and accurately creating resolutions.
Jessica earned her Associate’s degree in Network System Administration and is currently completing her Bachelor’s in Information Technology at Colorado State University. Before joining Ineo, Jessica was an advanced repair agent with Geek Squad and was enlisted in the United States Navy as an information technologist. Outside of work, Jessica spends most of her time with her family, taking road trips, running long distance, hiking, and yoga. She is a big-time Duke University and Denver Nuggets basketball fan.
Brian Vitello, CPACOO, Financial Solutions
A 20 year veteran of the global mobility industry, Brian founded ExpensePro, LLC – now Ineo Global Mobility Financial Solutions – in 2003 as part of the Ineo LLC family, with the vision to create an industry-leading global mobility financial management and tax processing solution. Under Brian’s leadership and guided by his extensive payroll/tax experience, the financial solutions team assists Ineo clients in developing and maintaining high quality global mobility expense administration services including global financial services, payroll and international payment services and administration.
Previously, Brian worked in relocation software for Relocation Management Systems (RMS) and The Hessel Group (THG) as a tax consultant. While with RMS and THG, he supported Fortune 500 companies and global mobility services providers performing software and relocation tax training, payroll, consulting, and compliance audits.
Brian is a member of the Employee Relocation Council (ERC), the American Institute of Certified Public Accountants (AICPA), and the Colorado Society of Certified Public Accountants (CSCPA). He holds a BS in public accounting and a MS in taxation. In addition to taking great pleasure in helping Ineo clients achieve their mobility program goals, Brian enjoys skiing, reading, traveling and spending time with his family – particularly playing sports with his son.