Experience Ineovation: Global Mobility Experts
Expert in global mobility, Ineo is the only company to offer comprehensive global mobility management software, outsourced mobility financial management, and specialized mobility tax services. For decades, some of the world’s largest corporations and relocation management companies have relied on us to efficiently manage their global mobility programs.
In everything we do, clients are always first. We are committed to ensure a successful experience for both the global mobility professional and the mobile employee. By offering unfailing support to your global mobility programs…and by developing creative ways to save you time, stress, and expense. Ultimately, we reduce risk and ensure compliance in the complex world of global mobility.
Integrity and Passion
We strive to do things the right way each and every time — with kindness, generosity, and best intentions.
We’re enthusiastic. Positive. Caring and committed. We love what we do. 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. 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.
David Santora, CPA
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.
Christopher Martin, JD, CPA
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.
David S. Oltman, CRP
Chief 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 40 years and has three children. Fun fact: David’s license plate tag on his car for the past 35+ years has been GROSS-UP.
Dan Duffy, CPA
Chief 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.
Brian Vitello, CPA
COO, 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.
Chief Technology Officer
David is responsible for overseeing and leading Ineo Global Mobility Software development. He is responsible for the technology and processes employed by Ineo that deliver products of high quality, value, and impact to customers worldwide while ensuring product development and delivery is aligned with the Ineo vision and roadmap. David brings deep technology, product development and management, and leadership experience. He has a rich history of bringing breakthrough software products to market in diverse industries such as banking, healthcare, communications, web-scale consumer applications, and mobile technology.
In his former position as Director of Software Products at Sybase, an SAP company, he led the development and delivery of the IBM MQ Integrator product suite, served on the Microsoft BizTalk Steering Committee, and the Sybase Strategic Vision Committee. While Senior Vice President of Software Development at Recondo Technology, he secured investor funding through the demonstration of viable, revolutionary technology targeted to the creation of a market-driven healthcare system. As Director of Software Products at TeleTech, he created and led a software product company, Humanify, dedicated to the development and delivery of a new paradigm in customer to business interactions and relationship management. David earned a Bachelor of Science degree in Computer Science from the University of Colorado. In his free time, he enjoys bump skiing, biking, and working on his golf game.
Deborah A. Gioiella
Director 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.
Clare Falcha, CPA
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.
Tom Bruhn, CRP
Vice President, Customer Success
With over 30 years of Mobility industry experience, Tom joined Ineo as Vice President Customer Success in April 2019. Tom will be responsible for helping Ineo customers to enhance their global employee mobility programs by optimizing the capabilities of their Ineo assignment management software and services.
Passionate about client advocacy, Tom has a track record of driving meaningful, productive client and supplier partnerships focused on collaboration, integrity, and respect. Prior to joining Ineo, Tom served as Vice President, Client Services at both Weichert Workforce Mobility and SIRVA, and before was Account Manager at Cendant Mobility (CARTUS). He earned a Bachelor of Science in Business Administration and Music from Elmhurst College. Tom is an avid music buff, loves to travel, and enjoys fine dining with family and friends.
Mary B. Reilly
Senior 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.
Damon Ward, GMS
Senior Vice President, Business Development, EMEA
Damon is responsible for leading Ineo’s expansion into Europe, the Middle East and Africa. With a career spanning nearly 30 years in the mobility industry, he has developed a deep expertise in all aspects of global assignment and business management. His experience plays a crucial role in Ineo’s continued success and global growth in the EMEA market.
Prior to joining Ineo, Damon was responsible for growing operations in EMEA for Lexicon Relocation and was instrumental in the acquisition of one of the UK’s leading domestic providers during his tenure. Married with two teenage sons, Damon enjoys spending time with his family and is interested in a variety of sports, particularly F1 motor racing.
Dagmar Tencer, CRP, SGMS
Vice President, Global Mobility Software & Operations
Dagmar’s professional career extends over 30 years, 20 countries and 4 continents. She brings with her an impressive resume and experiences in academia, engineering, international marketing, and communications with significant expertise in global mobility. Prior to joining Ineo, Dagmar held senior roles in Global Process Management and Client Services/Support at a major relocation management company. Her expertise includes global business strategy, business analysis, systems administration, client implementation and integration, product development, process re-engineering, as well as training and documentation.
At Ineo, Dagmar leverages this expertise to ensure our client services and technical support teams consistently deliver excellence. She works closely with Ineo’s software development and client services teams to implement innovative processes improvements that support global growth and the customer experience.
Dagmar holds master’s degrees in both Industrial Engineering and in Communications. Dagmar likes music, books, cats. In joining Ineo, she’s excited about relocating from Jacksonville, FL to Denver, CO and exploring Colorado’s enticing lifestyle and beautiful nature.
Director 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.
Director of Client Success, 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.
Ange Miller Rogers
Managing Director, Client Services, Mobility Software
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 leading and managing the client services team as well as supporting clients with training programs and system implementation.
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 about worldwide 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.
Director, 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.
Kevin Clark, CPA
Director, Financial Solutions
Kevin has over 10 years of experience in the global mobility industry – specifically in expense management, tax, payroll processing, and international reporting. Kevin holds a BS in accounting and is a Certified Public Accountant (CPA) and Certified Relocation Professional (CRP). At Ineo, his responsibilities include budgeting, lump sum calculations, custom reporting, exception and cost savings tracking, vendor management, payroll and internal audit, and tax gross-up processing and reporting.
Kevin has worked in several financial positions previously with Primacy, Cartus, and Graebel in various positions including relocation accountant, payroll reporting analyst, customer finance senior, and manager of client financial services. He has supported a large number of various-sized clients – from Fortune 500 companies to clients handling one move per year. During this time, he has gained invaluable experience that allows him to be a subject matter expert for his clients in all financial aspects of global mobility. He takes great pride in ensuring any client he works with receives the best customer service possible, attending to their needs swiftly with professional guidance.
While not supporting Ineo’s clients with all their mobility needs, Kevin enjoys spending time with his wife and three children. They take full advantage of the beautiful weather in Colorado and love spending time outdoors – from tubing in the mountains to playing sports in the backyard. Kevin enjoys golfing and is an avid fan of the Chicago Cubs and Tennessee Volunteers.
We care about our customers and our team.
Working at Ineo is all about teamwork, putting our customers first, and thinking globally.
We look for high energy individuals who are ethical and want to work in an empowering environment that is supportive, friendly, and respectful. At Ineo, we have a firm belief that striking a balance between work and home is essential for well-being.
If you want to be part of a dynamic, growing global company, this could be just the chance you’ve been waiting for. Submit your resume and cover letter to: firstname.lastname@example.org.
Mission: Energetic and intuitive marketing strategist with exceptional leadership and communication skills. Proven ability to identify opportunities and deliver effective strategies to generate results. Experienced in strategic marketing planning, branding, and product development. Adept in online and traditional marketing, and highly skilled in visual communicationsThe Director, Marketing is responsible for driving the success of Ineo products & services in the global mobility marketplace. This person will:
- Establish effective working relationships with sales and leadership team to ensure that our products and services are implemented through sales enablement and marketing demand generation programs
- Provide feedback into product development and service offers and participates in their development; collaborate to create, launch and track performance of product and service offerings in our markets
- Develop and deliver appropriate field sales enablement tools
- Develop, establish and maintain marketing strategies to meet organizational objectives.
- Demonstrate effective management of the marketing, advertising and promotional activities of the organization.
- Execute online and offline marketing initiatives, integrating online and new media, email, print, direct mail, social media, company websites, SEM/SEO strategy development, brand awareness and drip marketing initiatives. The ability to speak to how these channels work together is very important.
- Promote and develop tradeshow and conference sponsorships and global presence
Responsibilities: Marketing, Lead Generation & Sales Enablement
- Create effective, compelling positioning, messaging, and sales tools for use by sales and marketing
- Work with sales, support, and product development to cultivate reference accounts for products and services; identify client success stories and create appropriate case studies and collateral
- Create compelling Global marketing campaigns to produce leads.
- Drive campaign management for client acquisition programs across multiple channels
- Create content for corporate marketing collateral, website/blog/social media, and other initiatives
- Create and schedule press releases, contributed articles, presentations, events, and conferences
- Stay abreast of market trends to drive topics for client webinar and whitepaper strategies
- Create sales-ready tools, including market-facing presentation content to be used by Sales to highlight benefits of our services to our clients.
- Execute marketing campaigns and analyze performance that leverage behavioral interest profiling to drive new client acquisition & sales revenue
- Internal reporting and other duties as assigned
- Responsible for all aspects of projects, including: meeting deadlines, time management, contingency planning, approval channels and procedures, budgeting, campaign analysis, and tracking / monitoring procedures
- Establish and articulate project scope, strategy and objectives to sales team and key leadership
- Manage creative production of online and offline marketing assets, graphic design, video production and web development, from the initial concept to finished product and execution
Market Research and Competitive Intelligence
- Understand the products and services offering and approach of key competitors; communicate products and services differentiation to sales and provides input to senior leadership
- Conduct various interviews, including win/loss and post-engagement client interviews/surveys to identify trends and make recommendations to senior leadership
- Conduct marketing surveys on current and new service concepts
Required Skills / Special Qualifications
- Creative thinker, excellent listener and communicator
- 5-7 years of professional marketing experience, experience in the global mobility/relocation or HR industry required
- Intuitive, Proactive, Collaborative, Leader, Driver, Creative Problem Solver, Analytical, Versatile, and “Thrives Under Pressure” are words that describe you
- Strong communication and presentation skills
- Ability to communicate with all levels of an organization comfortably.
- Ability to manage multiple projects with varying priority at one time –to deliver results on time and under budget.
- Experience working closely with a sales organization with a strong affinity for sales team success. (Previous sales experience is a strong plus.)
- Experienced with SugarCRM (or similar CRM), Salesfusion (or similar marketing automation), web conferencing tools (Zoom and GoToWebinar), MS Project, Asana, LinkedIn Sales Navigator, Adobe Creative Suite (Photoshop and Indesign); expert-level proficiency with Microsoft Word, PowerPoint, and Excel
- Bachelor’s degree or equivalent professional experience
Email email@example.com with your resume and cover letter to apply.
Ineo is looking for a Senior/Principal Product Analyst to join our rapidly growing global team and make an immediate impact by building software products to support our business’s hypergrowth. The successful candidate will play a significant role in the product management and development of a new generation of Ineo’s mobility software. The Analyst will collaborat closely with a cross-functional team of engineers, designers, as well as product management, client success and marketing teams and Ineo clients to help drive the new generation of Ineo products from inception through design, development, testing and implementation through successful client deployment. Knowledge of mobility industry and its data, reporting and technology needs, acumen in innovation, focus on detail as well as on the big picture, and determination and results delivery are key attributes of a successful candidate.
This position is in Denver, CO.
Job responsibilities include, but are not limited to, the following:
- Collaborate within Product Management team and with Development, Development Operations, and Implementation teams on current and new product development, management, and implementation
- Work with Product Management team on defining and documenting a shared vision and strategy and establishing a prioritized roadmap, backed by quantitative and qualitative research
- Own the mobility data and reporting expertise as an SME, collaborate on developing standard and custom reports
- Act as a liaison between the Product team and all Ineo internal departments to ensure client needs are understood and Ineo responds with exceeding level of service
- Research and write detailed user stories and tasks and monitor them through resolution and completion
- Write test plans and conduct analysis to ensure software changes are successful; partner closely with software development and management to collaborate on ideas/changes/resolutions as needed
- Develop training materials and provide training in online, one-on-one, or classroom environment to internal and external product users
- Maintain strong Ineo products knowledge for client training, usage and satisfaction
- Monitor and analyze client’s usage of Ineo products
- Drive the Statement of Work project preparation and execution
- Monitor the mobility industry and Ineo clients’ business by following market news and networking
- Support sales team in pre-sale process, presentations, marketing campaigns, RFPs, and B&Fs
- Provide appropriate back up coverage for Product team during holidays, vacations, weekends, and other times and maintain commitment to business goals in the face of obstacles
- Perform other duties as assigned
- Travel expected 20%
- 5+ years of global mobility/relocation or global talent management experience
- 3+ years of global mobility technology or comparable experience
- Experience with mobility and relocation data management, business analysis, reporting, and software customization
- Detail oriented with a high standard for quality when writing user stories, reviewing designs, brainstorming technical approach, and testing a feature before it is released.
- Desired: SQL, Scrum, Jira and Product Management experiences
- Critical reasoning and flexible thinking necessary
- Excellent communication, organization, negotiation and strategic skills
- Ability to present information in a formal setting
Email firstname.lastname@example.org with your resume and cover letter to apply.
Job Description/ Summary: Support software customers with daily usage of multiple products. Also involved with software testing, managing user accounts and some general office administrative tasks.
Essential Duties and Responsibilities:
- Answering Phones
- Initiate Call/Email Tickets
- Provide Assistance with Customer Care
- Create/Inactivate User Accounts
- Reset Passwords
- Setup/Manage DUO accounts
- Unlock User Accounts
- Assist customers with accessing hosted products
- Assist customers with creating user reports
- Assist with answering Tier 1 support calls/emails
- Assist with deployment of releases
Goals: To provide exceptional customer service to INEO clients and stand behind INEO products
Job Qualifications: MS Office Suite, Software testing, Customer Service
Computer Equipment and Software requirements: Windows based operating system no later than Windows 7
Email email@example.com with your resume and cover letter to apply.