President & CEO
David Roberts is President & CEO of BillingTree.
David Roberts, President &
CEO of BillingTree, is passionate about the
importance of nurturing and developing entrepreneurial skills,
business growth and the value of corporate responsibility in the
Roberts joined BillingTree in
2012 with the charter to guide the company through its next major
expansion phase. He oversees the strategic direction of
BillingTree, is active in the day-to-day operations of the company
and provides oversight on all key initiatives.
Before joining BillingTree,
Roberts was President and CEO of Equity Methods, an employee stock
option valuation software and services company that he led
from inception then sold to Bank of America Merrill Lynch in 2006.
Post-acquisition, he stayed on as a Managing Director and held key
leadership positions within the firms Retirement Services
Prior to Equity Methods, Roberts
was a founder of Acquity Group, providing management consultancy to
top-tier firms focused on growth strategy, new product development,
and customer relationship management. He earned an MBA from the
University Of Chicago Booth School Of Business with concentrations
in Finance and Strategy.
Roberts has remained committed
to sharing knowledge for both businesses and students as it relates
to growth strategy, leadership and community engagement. He
has served as an Adjunct Professor at the W.P. Carey Graduate
School of Business at Arizona State University and is a frequent
keynote speaker at corporate and academic symposiums dealing with
strategy for firms facing growth challenges. He has lectured at
several universities including the University of Chicago Booth
School of Business and the J.L. Kellogg Graduate School of
On a local level Roberts serves
as the Chairman for the Arizona Feed My Starving Children
Follow David Roberts on Twitter
Liz joined BillingTree in August 2012 bringing 20 years of
experience in a variety of business development and customer facing
roles. As Vice President of Corporate Development, she is
responsible for identifying and executing growth initiatives
including new products and services, new markets and partnerships
and for setting the corporate growth and partnership strategy.
Prior to joining BillingTree, she worked as the Director of New
Product & Service Development at Bank of America Merrill
Lynch's Equity Plan Business. She was previously the Director
of Marketing and Client Services at Equity Methods, where she was
responsible for leading and developing the company's key business
partnerships to optimize growth, including companies such as
Merrill Lynch, Charles Schwab and the Bank of New York/Mellon.
She holds an MBA from Emory University with concentrations in
both Marketing and Finance and a B.S. in Business Management and
Marketing from Cornell University. In addition, Liz also
co-authored a case study published in "Customer Equity: Building
and Managing Customer Relationships as Valuable Assets (2001)"
Harvard Business Press.
has been serving BillingTree as the company Controller and
effective August 2012 as Vice President of Finance. His
primary responsibility is managing the company's budgeting and
Prior to joining BillingTree, Richard spent time in the finance
departments at a number of multi-billion dollar companies including
Safeway and KB Homes. He is a CPA, holds a Masters of Business
Administration from the University of Phoenix and received a degree
in Psychology from Purdue University.
Chad has been a consultative sales
professional for the past 14 years working within the
transportation, software, and payment processing markets. He
started with BillingTree in 2003 and rejoined the company in 2007.
He is currently the VP of Sales and is responsible for
the sales and top-line revenue.
Prior to rejoining BillingTree Chad led sales initiatives as
Senior National Account Manager for Webex, an entity of
He received a Bachelor of Science from Millikin University.
Matt Llewellyn joined BillingTree in
2012 bringing over 20 years of experience in healthcare and IT. As
Vice President of business development, Matt is responsible
for building on the existing success within the vertical and
to identify and implement new partner integrations from within
the target markets.
Prior to joining BillingTree Matt held senior leadership roles
at multiple organizations including TVP, Channel Strategies for
RelayHealth, CEO for HRS Erase, VP of Hospital Sales, Western
Region, for NDCHealth, to reference a few.
He received his MBA from Saint Louis University and a BS in
Management from University of Missouri-Rolla.
With over 24 years experience in marketing and
advertising, Dave Yohe heads up BillingTree's corporate marketing
team. Responsibilities include Marketing, Lead Generation,
Advertising, Tradeshows, Public Relations, Marcom, and Branding.
Additional focus is spent on Analyst Relations and New Market
Dave joined BillingTree in February 2010 after a
multi-year leadership role with online fraud detection
and prevention firm the 41st Parameter. Dave has also
successfully led marketing teams for Infusionsoft and JDA Software,
gaining over 13 years of Software Technology
marketing experience within the Financial Services, Retail,
e-commerce and CRM verticals.
He received a Bachelor of Arts from the University of
As BillingTree's Director of Strategic
Alliances, Marya manages the relationships and go-to-market
activities with the firm's strategic partners. Marya brings
over 20 years of experience in business and financial
software marketing, sales and partnerships.
Prior to BillingTree, Marya held positions at ImageTag,
FiREapps, Equity Methods (a division of Merrill Lynch), J.D.
Edwards (now part of Oracle), and Bankers Trust Company leading
partner management, marketing, sales channel relationships, product
direction, and strategic growth.
Marya earned a B.A. Cum Laude from Bryn Mawr College.
Melissa joined BillingTree in 2012 as
Vice President of Technology. Melissa brings over 13 years
experience in systems and software development, project management,
audit and compliance. Melissa currently manages all business
technology, telecommunications, wide area networking, local area
networking, desktop support, information security, disaster
recovery planning, compliance and software development
Melissa previously served as Vice President of Technology for
Equity Analytics LLC (a subsidiary of Bank of America Corp.) and as
Manager, Product Development at Gradient Analytics, Inc.
Melissa received her BIS Degree from Arizona State