ATTAIN PARTNERS - Key Persons

Job Titles:

• Senior Principal and Practice Lead
• Senior Principal With

"At Attain Partners, we make it a priority to Execute with Discipline. By taking the time to appropriately plan out and assess the factors that will allow for a successful transformation, no matter how big or small, our teams can deliver transformative results." Alanna Steffens is a Senior Principal with Attain Partners. She serves as Practice Lead for Salesforce Innovations, providing customer relationship management (CRM) solutions to Higher Education and Nonprofit clients. With over 15 years of Information Technology experience ranging from software engineering to enterprise CRM deployments, Alanna's ability to bridge technical solutions with key business functions has contributed to hundreds of successful client engagements. Alanna holds a degree in Technology Management, Information Systems and Services from University of Maryland Global Campus with a BSBA, Information Systems from DeVry University. She has seven Salesforce certifications and participates in Attain Partners' coaching and mentoring program.

Job Titles:

• Senior Manager and Practice Lead

"The Attain Way is so much more than a set of corporate core values. The Attain Way is our commitment to our team members and customers. My favorite of the seven core values is Be Bold. You know that you're living the value when despite the vastness and depth of a challenge, you make the commitment to your team, your customer, and yourself to overcome." Alexander Brown is the Practice Lead for the Product and Innovation business at Attain Partners. Alexander is responsible for the full product lifecycle of the Attain Apps product line, which features the firm's cornerstone intellectual properties distilled into easy-to-use SaaS products. With a background in economics, and experience as a designer, developer, and consultant himself, Alexander works hand-in-hand with subject matter experts and developers to create products that provide academic and research institutions with best practices and insights in an affordable and convenient package. In addition to leading the team behind the Attain Apps product line, Alexander supports Attain Partners' transition to an asset-powered consultancy through the creation of internal tools, training, and new data driven offerings. Prior to joining Attain Partners, Alexander worked at IBM striving to bring emerging technology and modern design practices to federal consulting customers. During his time in this role, Alexander developed his passion for supporting mission driven organizations.

Job Titles:

• Advancement Expert

Job Titles:

• Chief Marketing Officer
• Chief of Staff
• Partner

"The Attain Way is our compass by which decisions are made, actions are taken, and business is brokered and built. But our core values are so much more than that. To me, Obsessing Externally is what makes Attain Partners the company where I am proud to work. We're not just about the bottom line, we're also about giving back, in a real way, to the communities in which we live and work." Ellen Walsh is a Partner, Chief Marketing Officer, and Chief of Staff for Attain Partners and sits on its Executive Committee. In her multi-faceted role, Ellen leads and supports multiple elements of the company, including marketing and operations. Having joined Attain at its founding in 2009, Ellen has played an instrumental role in the company's growth, impact, and history. As Chief Marketing Officer, Ellen has led the establishment and evolution of the Attain and Attain Partners brands, our internal and external communications, as well as myriad industry and corporate marketing initiatives. Ellen has been an ambassador and model for The Attain Way, dedicated to living and leading with our core values. She oversees community partnerships and outreach efforts, going well beyond corporate responsibility to infuse a spirit of service in the company culture. Ellen is also active in several charitable organizations, including serving as a Board Member for the National Kidney Foundation, National Capital Region. In her secondary role as Chief of Staff, Ellen has provided steadfast leadership across both infrastructure and practices, navigating significant events over the years, including overseeing protocols and logistics while supporting our team through a global pandemic. She's also led countless elements in the transition from Attain, LLC to Attain Partners, seamlessly supported multiple acquisitions, grown and led several internal functions, and managed numerous facility buildouts. In addition, she continues to support operations and strategic partnerships for Attain Capital Partners and Attain Sports and Entertainment. Through these critical efforts, Ellen has been an invaluable member of Attain and Attain Partners leadership since its earliest days, serving as the ‘behind-the-scenes' lieutenant throughout our company's history, touching nearly every aspect of our business. Earlier in her career, she led the award-winning and innovative marketing program for the State and Local Government, and Education segment at BearingPoint (formerly KPMG Consulting and KPMG). In 2023, Ellen was named Finalist, Chief Marketing Officer, Private as part of the WashingtonExec Chief Officer Awards, recognizing her all-encompassing role as Partner, leading Attain Partners through transformation and growth. Ellen received a bachelor's degree in English literature with a minor in art history from Georgetown University.

Job Titles:

• Chief Executive Officer
• Founder

"The Attain Way is all about service-to our clients in the way we deliver on our promise to achieve results, and to the communities in which we live to give of our time, talents, and treasures and improve the lives of others. Finding a way to give back and make a difference is fundamental to being a leader. It's not just a responsibility; it's a privilege." Greg Baroni is the Founder and CEO of Attain Partners. In 2009, Mr. Baroni co-founded Attain, LLC. Following the sale of Attain's Federal business division in 2021, he launched Attain Partners, with a continued-and expanding-dedication to the education, nonprofit, healthcare, and state and local government markets. He also is the founder and CEO of Attain Capital Partners and Attain Sports and Entertainment. Before founding Attain, Mr. Baroni held various leadership roles at Unisys Corporation, including corporate senior vice president of the company and president of its Federal Systems and Global Public Sector Unit. During his tenure, the Federal Systems group achieved extraordinary results, doubling its revenue while achieving industry-standard operating margins. Previously, Mr. Baroni spent nearly 20 years at KPMG Consulting, departing the company as its senior vice president of Public Services, serving nonprofit, education, healthcare, and government clients. In this capacity, Mr. Baroni advised numerous organizations on critical business areas such as strategy, cost optimization, and distributed learning. He also led development, implementation, and integration projects involving enterprise-wide packaged solutions and development of software solutions, including grants management, cost allocation, property management, space utilization, and effort reporting software. In 1997, he helped to launch a distributed learning group known as Blackboard-now part of Anthology-that became a first-mover and an industry leader. Greg Baroni is the Founder and CEO of Attain Partners. In 2009, Mr. Baroni co-founded Attain, LLC. Following the sale of Attain's Federal business division in 2021, he launched Attain Partners, with a continued-and expanding-dedication to the education, nonprofit, healthcare, and state and local government markets. He also is the founder and CEO of Attain Capital Partners and Attain Sports and Entertainment. Before founding Attain, Mr. Baroni held various leadership roles at Unisys Corporation, including corporate senior vice president of the company and president of its Federal Systems and Global Public Sector Unit. During his tenure, the Federal Systems group achieved extraordinary results, doubling its revenue while achieving industry-standard operating margins. Previously, Mr. Baroni spent nearly 20 years at KPMG Consulting, departing the company as its senior vice president of Public Services, serving nonprofit, education, healthcare, and government clients. In this capacity, Mr. Baroni advised numerous organizations on critical business areas such as strategy, cost optimization, and distributed learning. He also led development, implementation, and integration projects involving enterprise-wide packaged solutions and development of software solutions, including grants management, cost allocation, property management, space utilization, and effort reporting software. In 1997, he helped to launch a distributed learning group known as Blackboard-now part of Anthology-that became a first-mover and an industry leader. For more than 15 years, he served on the Board of AIR, leading the Investment, M&A, and Finance Committees as Chair. During his time on the Board, AIR saw revenue grow by 5x, established a capture and business development program, launched a proposal center, and went through three iterations of strategic planning. Mr. Baroni has received numerous industry leadership awards such as the Fed 100, Fast Company's Fast 50, Consulting Magazine's Top 25, the Greater Washington Government Contracting Awards' Executive of the Year, NVTC Tech 100 Executives, and the EY Entrepreneur of The Year in the Government Services, Small category for Greater Washington. He also led Attain to be recognized among Consulting Magazine's 2016, 2017, 2018, and 2019 Fastest Growing Firms and the publication's 2017, 2019, and 2023 Best Firms to Work For, as voted on by the employees. In 2022, Mr. Baroni received the Lifetime Achievement Award at WashingtonExec's annual Pinnacle Awards, celebrating his career as an industry icon whose contributions to the GovCon community will live on for decades. In 2023, Mr. Baroni was named a Robert F. Kennedy Human Rights Ripple of Hope Laureate, which honors exemplary leaders across government, business, advocacy, and entertainment who have demonstrated an unwavering commitment to social change and worked to protect and advance equity, justice, and human rights. An active leader in the professional association community, Mr. Baroni also continues to actively serve the missions of our local charitable and industry organizations. He earned a bachelor's degree in Economics at the University of Southern California.

Job Titles:

• Senior Manager, Information Technology

"As an IT professional, our core value to Be the Best is at the forefront of my work. In today's fast-paced and ever-changing consulting environment, it's imperative to stay on top of the latest digital and technological advancements to ensure our team members have the technical support they need to excel in their roles and deliver the best service to our clients." Jaspal Jandaur is the Senior Manager, Information Technology (IT) at Attain Partners leading the firm's technology strategy and IT infrastructure. Bringing over a decade of technology experience, Jaspal leverages cutting-edge software and SaaS-based solutions to help empower team members with the technology they need to deliver the best possible service to our clients. Prior to joining Attain Partners, Jaspal honed his skills serving in various IT roles. Throughout his career, Jaspal has focused on driving efficiency in pre-established organizations. Additionally, Jaspal has led multiple companies through comprehensive transitions, including mergers and acquisitions. Throughout these transitions, he not only managed and implemented IT requirements but worked hand-in-hand with stakeholders implementing change management best practices to ensure a seamless transition. By leveraging his extensive IT expertise, Jaspal ensures that organizations can optimize their resources and deliver top-notch services to clients.

Job Titles:

• Managing Director, Contracts

"At Attain Partners, our core values are centered around our people and the commitments we make to our customers and each other. As each of us works to Be the Best, Team for Speed, and Execute with Discipline, we create an excellent client service environment for our organization, resulting in superior quality services and products for our customers." Jeffrey Coe is Managing Director, Contracts for Attain Partners, bringing over 37 years of Government contracting experience to his role. Jeff's career started by working in the accounting department and expanded to pricing, proposals, contract, and subcontract administration. Throughout his career, Jeff has been leading and managing professionals with complete responsibility for cradle to grave contract, subcontract administration to achieve positive and successful outcomes in a government contracting environment. Prior to joining Attain Partners, Jeff was Vice President of Contracts, Procurement at URS Corporation / Apptis, Inc. for seven years and worked for Unisys Corporation in a variety of leadership positions for almost 20 years.

Job Titles:

• Associate Director, Talent Acquisition

"I am so fortunate to lead talent acquisition for a company that Has Absolute Integrity in all that we do. There's an infectious, positive energy in our culture that fosters respect, honesty, and collaboration. Employees are given the opportunity to thrive in a welcoming environment where leadership embraces their ideas and supports them in their career growth. I feel energized every day at work knowing I'm recruiting some of the brightest talent into a firm that really cares for its people and clients." Jenny Rice is the Associate Director, Talent Acquisition at Attain Partners. She is responsible for managing the firm's talent acquisition strategy and operations. Jenny oversees a high-performance, metrics-driven recruiting team, that delivers diverse, top-quality talent, in a timely manner, helping Attain Partners achieve its goal to deliver best-in-class talent to support our customers' missions. She is a results-oriented recruiting leader who enjoys building and growing teams, developing strong sourcing strategies, and designing a firm's overall talent acquisition strategy with the right people, processes, and technology. Jenny brings years of recruiting and sales experience to her role at Attain Partners. She started her career in recruitment advertising sales, supporting media organizations like the Times Community Newspapers and The Washington Post. At the Sparks Group, she served as a technical recruiter supporting clients in GovCon, commercial, financial, and nonprofit industries. She then joined Attain, where she built its recruiting function and helped foster the company's accelerated growth from 300 to 800 employees over the span of five years. She oversaw the integration of Attain Federal's talent acquisition team to Maximus, where she went on to lead recruiting for their IT consulting division before returning home to Attain Partners. Jenny holds a B.A. in Communications from Bethany College in West Virginia.

Job Titles:

• Founding Member
• Managing Partner
• Certified Government Financial Manager
• Managing Partner and Practice Lead

Mark Davis is a Managing Partner of Attain Partners and was a founding member of Attain. For 37 years and he has worked as a strategic business advisor to more than 60 major universities, academic medical centers, and research institutes. Prior to joining Attain, Mark was a Managing Director at BearingPoint, Inc., and a Partner at KPMG, where he was a leader in the national Higher Education and Healthcare Grants Management practices. Mark specializes in assisting top research universities and academic medical centers achieve strategic and financial goals and manage risk and regulatory compliance. He has extensive knowledge on a wide range of Federal administrative regulations and cost principles and policies including the OMB Uniform Guidance as well as expertise in federal grant management compliance and indirect cost recovery. Mark is a frequent presenter at industry forums including NCURA and SRAI. Mark is a Certified Government Financial Manager.

Job Titles:

• Associate Director, Marketing and Communications

Maureen Goldman is the Associate Director, Marketing and Communications at Attain Partners. She leads the firm's marketing initiatives and digital brand including social media presence, website, content strategy, and email marketing, designing and executing integrated marketing campaigns to promote Attain Partners' services. She also provides strategic input on both internal and external communications helping to both shape and promote the company culture. Prior to Attain, Maureen was the Director of Marketing and Communications for the Rosslyn Business Improvement District (BID) where she managed the BID's website content strategy, social media channels, PR initiatives, video strategy, paid advertising, and printed collateral. In this role, she earned the Merit Award for her Rosslyn Video Strategy Masterplan from the International Downtown Association. Maureen brings years of communications experience to her current role from her corporate, digital agency, and nonprofit work. Her previous roles include Marketing Manager for Siteworx, LLC generating and nurturing leads for the company through the execution of events, email marketing, content promotion, and video production. Prior to Siteworx, Maureen served Department of Defense clients as an Associate at Booz Allen Hamilton providing strategic planning, business process reengineering, internal communications, and change management support. Maureen graduated cum laude from Northwestern University with a B.A. in Theatre and a minor in Business Institutions. She earned her M.A. in Arts Management from George Mason University graduating at the top of her class and receiving the Graduate of the Year Award. Her areas of expertise include strategic communications, website redesign, social media marketing, content strategy, business process reengineering, email marketing (Pardot), strategic planning, and project management.

Job Titles:

• Partner Emeritus

Mr. Ronald Salluzzo is a Partner Emeritus at Attain Partners. He is responsible for the Strategic Financial Services and Enterprise Risk Services delivered to its clients. An experienced executive, Ron has served in both line and staff capacities in his almost 50 years in professional services organizations - from senior partner at KPMG, serving as National Industry Leader for Higher Education; Chief Financial Officer and Chief Risk Officer for public companies; to leader of the North American business unit for state and local governments and education for Bearing Point. He possesses substantial board experience serving on over 15 boards throughout his career, including significant involvement at executive, audit, and finance committee levels. Ron is co-author of Strategic Financial Analysis for Higher Education: Identifying, Measuring & Reporting Financial Risks©," 7 th Edition, July 2010, the Update to the Strategic Financial Analysis for Higher Education, 2016, as well as other editions in this series - a highly regarded series of publications related to financial measurement of institutional progress on strategic initiatives, as well as overall institutional financial health. Leveraging his expertise, Ron created Attain Strategic Finance Performance (SFP), which provides 30 years of experience rolled into a simple solution to calculate CFI and deliver recommendations. Using audited financial statements, he designed Attain SFP to automatically calculate CFI and engineer a tailored set of strategic recommendations based on an organization's specific situation. He has authored other publications, such as Bridging the Stewardship Gap: Toward Effective Finance Committees, as well. Ron is a frequent speaker on emerging issues affecting Higher Education, most often related to financial measurement issues in forums such as the annual meeting of the National Association of College and University Business Officers (NACUBO). Ron holds a bachelor's degree in Business Administration in Accounting from St. Bonaventure University. He is a Certified Public Accountant, New York State.

Job Titles:

• Chief Operating Officer
• Partner
• President

"Among our core values is the ideal that collaboration and perseverance yield valued results in the most timely manner. We call it ‘Teaming for Speed,' and that means we are driven, focused, and committed to our clients and each other. An effective team environment creates agility and ensures the best outcomes for those we serve." Philip (Phil) Agee is President and Chief Operating Officer at Attain Partners. Phil brings nearly 20 years of experience growing and building diverse and inclusive teams, as well as leading large, regionally dispersed, and complex engagements. He possesses deep domain knowledge and capabilities that range from strategic planning to IT services and solutions. A proven leader with demonstrated success, Phil has grown businesses rooted in our core values and which deliver on our mission to provide market-leading results. A former Partner and Board Member of Attain, Phil transitioned to Maximus as a Senior Vice President running the Energy and Environmental practice. Earlier in his career, he served as a senior consultant at BearingPoint and led operations for a large business unit at SRA International. With a passion for innovation and community service, Phil is active in his local entrepreneurship community having built multiple go-to-market strategies for early-stage software startups in the Raleigh/Durham area. Additionally, he volunteers his time and resources to the local chapters of the American Heart Association and Juvenile Diabetes Research Foundation.

Job Titles:

• Partner
• Partner and Practice Lead

"Our seven core values make up the Attain Way. I am proud to be a part of a company that puts its core values at the forefront of all we do. The people of Attain Partners are what really makes our company unique. We pride ourselves in Being the Best by serving our clients with high-performing teams and providing superior quality services-all while having a fun time!" Reshma Patel-Jackson is a Partner and Practice Lead at Attain Partners. She is responsible for and involved in a wide range of consulting assignments, focusing primarily on strategic planning, program and change management, business process improvement, organizational assessments, project management, and research administration. Reshma is a Prosci® Certified Change Management Practitioner who has extensive knowledge and training in the field. She has provided strategic planning, project management, change management, internal audit, compliance, and costing services for a variety of nonprofit, higher education, government contracting, and commercial clients. Reshma holds a Masters in Business Administration from the University of Maryland, College Park and a Bachelor of Arts degree from the University of Virginia.

Job Titles:

• Chief Financial Officer
• Partner

Rich Roberts is a Partner and Chief Financial Officer at Attain Partners. Rich previously served as Chairman and Executive Vice President of the Global Public Services unit at BearingPoint, Inc. and formerly as the company's Chief Operating Officer. Prior to his years at BearingPoint, he was a partner and the Federal Services National Industry Director at KPMG.

Job Titles:

• Managing Director

Robert Cohen is a Managing Director at Attain Partners leveraging 39 years of experience serving the higher education, nonprofit, and academic medical center communities. He has been with Attain since it was founded in 2009. Bob specializes in assisting top research universities and academic medical centers achieve strategic and financial goals and manage risk and regulatory compliance. His areas of expertise include F&A proposal preparation and negotiation, research enterprise compliance, research administration assessments and implementation of recommendations, pre- and post- award supervisory activities, institutional strategic planning, and budgeting and clinical trial administration. Bob is a frequent presenter at industry forums including NCURA and SRAI. He is a CPA and received an MBA.

Job Titles:

• Director of Human Resources

Shannon Benson is the Director of Human Resources at Attain Partners. She is responsible for overseeing and managing all functional areas within Human Resources including benefit and compensation management, employee engagement initiatives, diversity, equity, inclusion, and belonging (DEIB) programs, and more. Shannon's focus is to provide the best support, guidance, and engagement for Attain Partners employees. Shannon is a Professional in Human Resources® (PHR®) certified under HRCI. She comes to Attain Partners with almost 20 years of human resources experience, specializing in both the nonprofit and private sectors. She has deep experience providing guidance on strategic planning, high-level project implementation, DEIB training and education, organization management, and HR and management consultation. Shannon holds a Master of Arts in Education and Human Development, Higher Education Administration from The George Washington University, and a Bachelor of Science degree from Bucknell University.

Job Titles:

• Museum and House, Co - Chair of Capital Campaign

Job Titles:

• Senior Executive
• Managing Director, Finance and Operations

Vik Bansal is the Managing Director, Finance and Operations at Attain Partners. Vik is an accomplished senior executive with over 20 years of expertise in strategic and entrepreneurial foresight to lead multiple divisions within high-growth GovCon organizations. Areas of expertise include operations management (finance, corporate IT, talent acquisition, and facilities management), collaborative leadership, proposal pricing, international business expansion, banking and investment finance, and M&A integration. Prior to Attain Partners, Vik served as the Federal Chief Financial Officer at Attain as well as CFO and CAO for DMI and Vice President Business Operations and Finance for Catapult. He also worked in three hyper companies, starting with revenues from $3M and growing to total revenue exceeding over $600M and 2,700 employees in federal and commercial contracts. Vik earned a B.S. in Economics and a B.S. in Accounting from the University of Maryland. He earned an Executive MBA (EMBA) from Quantic School of Business and Technology in July 2023. Vik has an Associate Certificate in Contract Management from George Washington University and his Project Management Professional Certification.

Job Titles:

• Partner
• Partner and Practice Lead

"The foundation of our success is our people. Team for Speed really speaks to the way we operate-when we all come together, we are able to provide the best results for our clients and for each other." Wallace Davis is a partner at Attain Partners and a founding member of Attain. Wally has been serving the higher education, nonprofit, and academic medical center communities for nearly 30 years, and is a market leader in developing strategic initiatives on a national level for his clients. He has been a trusted business advisor to over 75 premier universities, academic medical centers, research hospitals, and other non-profit research institutes. Wally's area of expertise is assisting organizations in managing their research enterprise. Specifically, facilities and administrative cost recovery, grants management, regulatory compliance, standing up a new organization, mergers, stabilization of the Oracle Cloud Projects module, and the implementation of web-enabled software tools such as a research density dashboard and space utilization software solutions. He is nationally recognized as an expert in assisting organizations to develop facilities and administrative proposals and representing clients in negotiating F&A rates. Wally is a passionate speaker on these topics, and presents regularly at NCURA, SRA, and regional cost accounting conferences.