The Rootstock Advisory Committee brings vision, drive, and commitment to deliver the leading SaaS manufacturing enterprise software serving Small and Medium Enterprise (SME) discrete manufacturers.
Chairman of the Advisory Committee
Simon’s background includes over 25 years of operational, financial and strategic positions in successfully running, growing, financing, buying and selling both public and private software companies. In addition to Rootstock, Simon currently serves on a number boards and advisory committees of software companies.
Simon previously held CEO, CFO and Corporate Development roles in a range of software companies; CEO of MediaTile, the market-leading SaaS solution provider to the digital signage market, which was acquired by Corum Digital, and CFO, EVP-Operations and a member of the board of directors for SurfControl plc, a publicly traded Internet security company, which was acquired by Websense in 2007. Prior to SurfControl, Simon was a partner in KPMG’s U.S. Corporate Finance Practice, where he specialized in providing advice on corporate development strategy and M&A services to software and IT services companies.
Simon has also served as independent director at Endace plc, M86 Security where he was Chairman, and Workshare.
Simon holds a BComm (honors) from Birmingham University, England. He is a member of the Institute of Chartered Accountants in England & Wales. He is also a member of the Chartered Institute of Marketing.
T. Lee Wylie, Executive in Residence at Maker Capital LLC, brings 35 years of leadership in information technology and manufacturing with Gartner Group, General Motors and IBM to the Rootstock Advisory Committee.
As Director of CIM at Gartner Group, Wylie created the concept of ERP to describe the evolution of MRP into next generation business systems. While CIO for Gartner Group, he directed the development and implementation of a new Order Entry system and the implementation of a world class A/R, A/P and G/L system to satisfy the needs of a rapidly growing firm.
Prior to Gartner Group, Wylie was the executive responsible for the design, development and implementation of GM’s Saturn manufacturing systems. He directed the development of the corporate strategy for a clean sheet approach to plant floor manufacturing systems for a new 5 million square foot facility. Previously at IBM, Wylie directed the engineering activities relating to IBM facilities, production systems, manufacturing cost estimates, product cost estimates, industrial and package engineering, operation plans and business cases for all IBM robot and industrial computer products.
Wylie holds a BSIE in Industrial Engineering from Pennsylvania State University and an MBE in Marketing and Finance from the University of Detroit.
Randy Wheeler is the founder and CEO of Valley Oak Systems (acquired by Aon Corp in 2007) and has over twenty-five years of experience in the technology industry with the last thirteen years focused on the design, development, and implementation of Claims and Risk Management Information Systems. Valley Oak Systems is the fastest growing national provider of Claims and Risk Management solutions to the insurance industry. Randy is the chief architect for the company’s products and oversees development. Prior to Valley Oak Systems, Randy was the Director of Sales and Client Services for Marathon Systems where he managed sales and technical professionals providing installation, training, custom report and interface development, release management, testing, and client support services.
Before entering into the claims management systems area, Randy held multiple Regional Client Services Manager positions for Saddlebrook and GRiD Systems. While at GRiD Systems, Randy led a group supporting the President of the United States through the White House Communications Agency (WHCA). The WHCA used over 300 portable GRiD computers to provide all computer and communications services used by the Presidential staff during worldwide travel.
Randy is a recipient of the prestigious Ernst & Young Entrepreneur of the Year® 2004 award in the “Realizing Business Potential” category.
Max Rayner is currently a Partner at Hudson Crossing, a strategy and execution advisory firm where Max focuses on technology, user experience, social and mobile Internet marketing and e-commerce. Max’s previously served as Travelclick’ s Senior Vice President of Product Engineering & General Manager for Reservations Solutions, a global hotel distribution and SaaS e-commerce solution which processes over 5.5 Million yearly bookings, driving over $2.1 Billion in hotel revenue.
Max also served as Chief Technology Officer at Travelzoo, the world’ s leading Internet publisher of travel deals. Max led Travelzoo’ s re-engineering for global expansion, user behavior analytics and travel offer targeting and he was responsible for a number of innovative product introductions including Fly.com, a global travel meta-search engine. Prior to that Max was Executive Vice President of Products & Services at information security provider SurfControl, where he led SurfControl’s R&D and Product Engineering teams and was responsible for scaling the company’s groundbreaking on-demand global cloud security and mobile SaaS solutions.
Max joined the cloud revolution as Vice President of Systems Architecture at Salesforce.com. At Salesforce, Mr. Rayner led the complete re-architecture and successful re-engineering of Salesforce.com’s award-winning, on-demand customer relationship management service to enable open platform computing and what has now become Force.com. Prior to Salesforce.com, Mr. Rayner headed Sun Microsystems’ global datacenters and infrastructure, Internet engineering, ERP/e-commerce application delivery, and data warehousing / big data analysis systems.
Max is a global citizen, born in Africa and educated in Europe and the United States. He attended Phillips Exeter Academy, where he graduated Cum Laude, and went on to win the Kemeny Computing Prize at Dartmouth College. He received his M.B.A. in Finance with highest academic honors from UCLA’s Anderson School.
Chairman of the Board, Advisor, and Chief Financial Officer
Alex is a private equity investor in several enterprises, including two SaaS companies. He is a consultant to one of those companies whose software is used in auto and equipment lending companies. He is Chairman of the Board and active in the workout of a defined benefit plan financial services and software company.
Previously, Alex was the co-founder and President of Career Choices, Inc., a successful company in the for-profit postsecondary education business. Career Choices, Inc. was sold to a major NYSE-traded company in 2003. Before that, Alex was the CEO of the California Culinary Academy, which was a publicly traded (NASDAQ) for profit company.
Alex has extensive experience in investment and merchant banking. He served as a Managing Director, General Counsel and CFO for several years of Richard C. Blum & Associates, which grew from $10 million to over $450 million under management. He also participated in several partnerships that acquired companies and was active in investing in several public companies. Alex held the position of First Vice President, General Counsel and a director of Sutro & Co. Inc., a NYSE member broker dealer and investment banking firm. Earlier, Alex was an associate with the law firm of Pillsbury, Madison & Sutro.
Alex holds a BA degree from Yale University, and a JD degree from The University of California at Berkeley (Boalt Hall), where he was an editor of the California Law Review.
President, NYF Properties, Inc.
Steve has over 35 years experience as owner, President and CEO of various private companies including New York Fabrics (aquired by JoAnn Stores), NYF Properties and iParadigms (aquired by Insight Venture Partners). Steve is an investor and advisor to various early stage companies, often leading early stage investment rounds and serving on the board of directors. These companies include AngelPoints (aquired by MicroEdge), BigFix (aquired by IBM), Home Comfort Zones, UserTesting, CareDox, Alight (Chairman), BioQuiddity, KMI, Bebop Sensors and 2lemetry (Chairman), among others. He also serves as Chairman of The Chief Executive Roundtable, a local group of CEO’s. He has had a long interest in education, serving as a math coach for competitions, mentor for an entrepreneurial class at UC Berkeley, and has served on the Board of College Preparatory School. Steve also serves as Chairman of The Partners Program, a non-profit educational organization providing free academically challenging summer programs, year-round tutoring and more for underserved Oakland middle school youth. Steve is a graduate of Stanford University.
Ted served as Vice President of Business Development for Rootstock Software during its first two years on the Salesforce.com platform.
An entrepreneur and turnaround CEO, Ted helps start-ups and established companies grow through his firm Ted Ventures.
Ted has established or advised software companies in supply chain management, ERP, data analytics, and NoSQL databases (semantic web). Ted also has established, led, or advised manufacturing companies in optical networking, industrial components, and office products for business and consumer markets.
Ted graduated from the University of Minnesota Carlson School of Management and is co-founder and chairman of Christianson Systems – a leading manufacturer of pneumatic conveying systems for bulk materials. Ted is named on four patents, passed the CPA exam, and received Minnesota’s “World Trader of the Year” award.