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Managing Director and Founder
Bernardo is a passionate, dynamic, high-energy leader and founder of SquareWorks Consulting. With more than 10 years of experience in the ERP industry, Bernardo has successfully managed and implemented Business Systems around the world. Customer implementations include countries such as the United States, Canada, Mexico, United Kingdom, New Zealand and Australia. His prior professional experience includes working for EnerNOC, Inc. a publicly-traded Energy Intelligence Software company where he led the Finance and HR Applications Teams through various successful software implementations, including the deployment of NetSuite as the company’s core ERP. Prior to EnerNOC, Bernardo worked for Epicor Software Corporation as a Consultant where he participated in more than 40 ERP projects across 7 countries.
Bernardo has a Bachelor’s degree in Electronics and Communications and an MBA with a concentration in Technology and Innovation from Northeastern University in Boston, Massachusetts.
Kevin brings over 40 years of leadership experience, including the oversight of multiple ERP implementations throughout his career of both, on premise and SaaS software packages. Kevin currently serves as the Executive Vice President and Chief Financial Officer of Jerome’s Furniture, a furniture retailer with 21home furnishing locations in southern California and is a member of several company boards. Most recently, he was the CFO of Vionx Energy Corporation, a supplier of grid scale energy storage solutions and the Chief Accounting Officer of EnerNOC, Inc., a publicly-traded energy management company. His other prior positions include an independent consultant, providing financial and accounting guidance to several publicly-traded and privately-held companies, General Manager and CFO of Blue Raven Technology, Inc. (formerly Pre-Owned Electronics, Inc.), a privately-held computer and technology company and CFO of Manager Software Products, Inc., a privately-held software company. Kevin began his career at Arthur Andersen LLP, where his last position was Senior Manager.
Kevin is a Certified Public Accountant, a Chartered Global Management Accountant and holds a Bachelor of Science in Accounting from Bentley University.
Joe has over 20 years of experience as an operations and finance leader in service oriented, technology solutions companies primarily in high growth, entrepreneurial environments. In roles at Validity, Corero Network Security, ExtendMedia (acquired by Cisco Systems), and Outcome Sciences (acquired by Quintiles), Joe was responsible for defining and implementing financial processes and controls and installing ERP systems, including Netsuite, to automate data collection and the reporting of key business metrics.
He holds a BA from Amherst College and an MBA from Babson College.
Company Advisory Board Member
Greg brings over 20 years of experience in the sales and implementation of global IT outsourcing services. A significant component of this experience was the implementation of major ERP projects and the development of a leading ERP SaaS solution. Greg is currently a Professor of Practice at Northeastern University focusing on Marketing and Selling Innovation as well as Business Model Design and Innovation. After senior leadership roles with Fidelity Investments and Electronic Data Systems, where he ran Asia Pacific operations, Greg has been a serial entrepreneur.After successfully launching and selling an early social networking business, Greg began his academic career with Boston University.
Greg holds a BS in Computer Science and Electrical Engineering from Purdue University and a MBA in Finance from Eastern Michigan University, and a Masters Degree in International Business from Thunderbird University.
Company Advisory Board Member
Sorena brings over 30 years of senior financial and operations management experience in a variety of industries, including manufacturing, software and service businesses. She is currently the Vice President of Finance and Accounting at Groom Energy Solutions.
Prior to Groom Energy, Sorena specialized in process-oriented consulting, leading significant organizational change transitions for small to mid-sized companies. She has successfully managed multiple systems implementations and upgrades throughout her career. Earlier in her career she held senior finance roles in several different start-up companies. Sorena began her career in accounting as a senior auditor with KPMG, while earning her CPA. Sorena is also a veteran of the U.S. Navy.
Sorena has both an MBA and Master of Science in Accounting at Northeastern University, and a Bachelor of Arts in Political Science from Tulane University.