Whitfield Athey

Independent Board Member at Fieldware, LLC
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Contact Information
Location
Estados Unidos, US
Languages
  • English Fluente ou nativo
  • French Nível básico a intermediário

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Bio

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5.0

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Duane Vogtman

I worked under Whitfield's leadership for more than eight years and during that time, we built many applications that have had significant impact in the financial industry. Whitfield is able to look at an industry and envision a solution to improve effectiveness and efficiency, often before the industry itself realizes the need. In addition to providing his vision, he was always available to clarify details and to provide necessary resources to myself and my team. I am proud of what we were able to create together.

Doug Mehne

I have known Whit for 10 years through my time at BNY Mellon and Protego Trust and his time at Delta Data. Whit is a leader who deeply understands institutional financial services, related technology, operational workflows and implications; and the challenges of innovating within legacy and emerging technology infrastructures. He is creative in his understanding and problem solving for client firms and their businesses. His energy and insights help to challenge the status quo, develop enterprise solutions, and bring a team of diverse talents together to solve client challenges. I highly recommend Whit as a leader who can lead and drive teams and scale businesses.

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Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Independent Board Member
      • jan. de 2022 - - o momento

      Fieldware is the leading Government Tech SaaS platform that enables digital communication, tracking and payments from supervised individuals. I am an investor and member of the board of directors assisting in corporate strategy. Application of operational levers learned through prior PE engagements are helping Fieldware transform their founder led business into an efficient and scalable institutionally backed GovTech platform. Fieldware is the leading Government Tech SaaS platform that enables digital communication, tracking and payments from supervised individuals. I am an investor and member of the board of directors assisting in corporate strategy. Application of operational levers learned through prior PE engagements are helping Fieldware transform their founder led business into an efficient and scalable institutionally backed GovTech platform.

    • Belgium
    • Software Development
    • Chief Executive Officer
      • abr. de 2015 - mar. de 2022

      I supported the funding and growth of Delta Data from a breakeven, single product, installed software company to a growth equity backed multi-vertical SaaS platform. I raised both angel investor capital and institutional capital from Accel-KKR. I helped execute both acquisitions and organic expansion of the business. After a 6 year relationship with Accel-KKR I delivered an exit for both common and institutional investors in a transaction with TCP Capital in late 2021. Delta Data received Top 40 most innovative companies in Georgia under my leadership in 2016 and again in 2018.

    • Director of Product Strategy & COO
      • set. de 2010 - abr. de 2016

      Built out and restructured product offering to increase target market and broaden the revenue mix of the company. Successfully launched Asset Management platform to compliment existing legacy distribution trading business. Successfully launched integrated, vertical enhancements to the legacy distribution platform including a data suite, enterprise data management product and a business process management suite. Designed artificial intelligence platform for document identification, classification and data extraction leveraged by all our platform modules. Collaborated with executive team to move to subscription based contracts. Successfully created channel partnerships with leading servicing firms. Brought in a new CFO and restructured the firm's financials. Brought in company's first institutional investor to grow the company into the future.

    • United States
    • Freight and Package Transportation
    • Director of Finance and Business Development
      • jan. de 2009 - set. de 2010

      Managed Finance, Administration, Human Resources and Business Development teamsManaged the finances of four separate companies with 12MM + in revenueSignificant experience in cash flow management and critical cash flow projectionsFinancial modeling for strategic reporting and resource allocation strategiesVendor relationship management including contract structure and negotiationKnowledgeable in Commercial Insurance and Real Estate Tax negotiation Managed outside sales team that generated 4MM in new annual accounts during the 1st 12 months

    • Capital Markets
    • 700 & Above Employee
    • Vice President
      • jan. de 2000 - abr. de 2008

      Managed up to 30 employees and maintained budgets exceeding $20 million. Roles that evolved from Technology in Asia and the US, Operations in the US and the last few years in the Wealth Management division front office working with both Operations and Technology. Helped deliver a cross-selling platform for managed strategies from recent Neuberger Berman acquisition. This included working with legal structure, operational support and underpinning technology required to sell one company's asset management products to another's high-net-worth clients. Results of team initiative was cross-selling $7 billion in new assets under management between the two companies within two years.Created and delivered numerous presentations and facilitated discussions to executive level management that provided strategic direction for the company.Created a partnership program between Lehman Brothers and the Harlem Children's Zone (the largest children's non-profit in the city), that mentored 300 inner-city elementary children using golf as a medium for improving communication and their personal development .

    • Associate
      • jan. de 2000 - set. de 2001

Education

  • Auburn University
    B.S, Management Information Science (MIS)
    1994 - 1999
  • MIT Professional Education
    Executive Remote Course, Artificial Intelligence
    2018 -

Community

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