Our Team

John's vast expertise and knowledge began at Morgan Stanley, specializing in management and technology consulting. For years, he watched firms give IT departments full reign to invest in software and systems with the hopes of increasing profits. But he understood that to gain a competitive edge, you first need to define business strategy, structure your end-to-end business management, and thoroughly understand products and services – so John started Enterprise Iron in 2002. He is a graduate of Rutgers University and holds certifications with Cannon Financial Institute, the Institute of Certified Bankers, the Project Management Institute, and serves on the Board of Directors of several offshore corporations.

John has worked in Information Technology for almost four decades with expertise in architecting technology systems that integrate smoothly into both client-side and back-office operations. He worked on some of the initial RFCs and protocols for the internet in the 1980s and assisted several companies during the dot-com boom, engineered the first eCommerce, bill pay, and insured websites. John served as Managing Director of eBusiness Strategy for the Merrill Lynch International Private Client Group before co-founding Enterprise Iron with John Polito. He holds a BA in Economics from the University of Montana and is a member of ACAMS, ISOC, and ISSA.

Peter has 25+ years of experience in Financial Services and Management Consulting, leading retirement plan recordkeeping, insurance and annuities, and strategic sourcing organizations. He has an extensive operational, process re-engineering, product management and compliance background and has led multiple teams in production, implementation, transformation and business readiness/adoption roles. Peter earned a BBA in Finance and Operations Management from The University of Massachusetts and an honorable discharge from the United States Marine Corps. He is an Accredited Investment Fiduciary Analyst (AIFA) and a Project Management Professional (PMP). Peter lives in Charlotte, NC with his wife Cambria and 3 children, Emma, Bella and Jack.

Jennifer has 15+ years experience in the Financial Services and Retirement Services. Prior to joining Enterprise Iron, she served as the Director of Marketing & Events for the Plan Sponsor Council of America, Director of Operations of The SPARK Institute and has 10+ years experience in the aviation industry. She is responsible for helping to grow the business, maintaining support of existing clients and increasing brand recognition.

With over 14 years of experience in accounting, Anthony brings a wealth of knowledge and expertise to the role. His diverse background in payroll, benefits, HR, and wholesale industries has given him a comprehensive understanding of various industries' financial and operational needs. His former roles included CFO of a publicly traded company and he currently resides in Matawan, New Jersey, with his wife Victoria.

Michael has 17+ years in Financial Services Recruitment, Staff Augmentation and Talent Operation experience. He is highly skilled in talent acquisition strategy, diversity and inclusion, career development, management consulting, employee retention and emerging technology. Mike excels at acquiring talent for clients in Information Technology, Operations, Project Management and Business Process Management. He holds a BBA from Franklin & Marshall.

Jason has extensive experience delivering all facets of recruiting success for Enterprise Iron. He achieves this through the development of local and national recruiting plans, employing traditional sourcing strategies and resources as well as developing new, creative recruiting ideas to locate and secure high quality resources for our clients.

Manny has 14+ years of experience providing innovative solutions in all areas of talent acquisition and retention. He has a proven track record building high-performing teams and delivering first-class results for Enterprise Iron’s clients. Manny holds a B.S. in Management from Worcester Polytechnic Institute.

Michelle has been with Enterprise Iron for 14 years in her integral role in human resources. She worked on Wall Street for 20 years and brings deep accounting experience to her work. Michelle has two children and loves the outdoors.

Frank has 25+ years of technical, operational and managerial experience in Information Technology. As an industry consultant, he’s focused on enterprise infrastructure and application initiatives leveraging today’s cloud technology. On the personal side, Frank has been involved in his community as a firefighter and an EMT. He enjoys spending time with his wife, kids and grandkids.

Tim is a senior Retirement Plan executive with 30+ years leading transformational efforts among some of the largest Financial Services firms. He oversees all Business Development efforts for Enterprise Iron, introducing our capabilities to potential clients and partnerships in both the public and private sectors.

Lou is former VP and cashier for various Wall Street Firms with 30+ years of experience in Financial Services and 13+ years in Retirement. As a Vice President at Smith New Court, he managed the firm’s International and Domestic operations. He later played a critical role as a VP of Santander Investments in gaining approval for Banco Santander to operate as a Broker Dealer in the U.S. As a Partner of Enterprise Iron, Lou maintains and cultivates key relationships with stakeholders across our industry.

Ray has extensive experience in telecommunications, having worked for Western Electric, AT&T Bell Laboratories, and Lucent Technologies. His experience includes 1, 1A, 5ESS Communications Systems, Application Programming, System Design and Architecture, Project Management, and Client Sales. He is well-versed in Product Management and Data Networking via SMDS, Frame Relay, ATM, SONET SDH and TCP/IP. He earned a B.S. in Computer Science from NJIT and a Master’s in Technology Management from Stevens Institute of Technology.

Kevin has 35+ years in Financial Services including end-to-end development and implementation of new products and services at Fortune 100 firms. His experience spans insurance, defined contribution, defined benefit, health and welfare. Before joining Enterprise Iron and prior to the TESS contract supporting the TSP plan, Kevin managed the OmniPlus application at TIAA during a major conversion and development effort of 3.5 million participants and over 7 million accounts.

Lauren has over 15 years of experience in the Retirement Plan industry providing operational, technology and project management services. She has led projects and implementation efforts for retirement and health plan clients in the United States and Puerto Rico. She currently focuses on recordkeeping services such as Year End and RMD processing, tax reporting and compliance activities for clients of Enterprise Iron.

Mark is an accomplished EI Partner in the Financial Services sector with 30+ years of experience as a Consultant. His expertise spans comprehensive program and project management, innovative strategy analysis and articulation, business plan development, solution integration and implementation support. Mark optimizes operation processes including the development of sophisticated integration and BPO/BPM procedures and implementation of continuous improvement programs.

John has over 30 years of extensive development and managerial experience driving systems development, application migrations, and systems infrastructure/support including business continuity planning. His expertise includes a myriad of front and back office applications in the Financial Services industry. John has a passion for implementing new technologies and is currently focused on developing Agile approaches to Application Modernization and No Code Development.

Adrienne has 30+ years of experience in the financial services industry. She has extensive knowledge of Retirement Plan, mutual fund and 529 plan servicing and recordkeeping platforms/operations infrastructure. Prior to joining EI, she held various leadership roles at TIAA and Morgan Stanley that were focused on business/strategic planning, client services, process improvement, risk, controls, business readiness, vendor relationship oversight and change, project, call center management. Adrienne earned her B.S. in Business Administration from Marist College in Poughkeepsie, New York.

Sergio has decades of consulting experience for Fortune 100 firms in Financial Services, Life Sciences and the Government sector. He brings a broad skillset to his advisory services for CTOs and Enterprise Architecture teams involved in large scale transformations. Most recently, Sergio has focused extensively on Cybersecurity, Cloud migration of legacy platforms, and the Agile transformation and DevSecOps retooling of classic waterfall engineering teams.

Jeff has 25+ years of experience in the Retirement Plan sector. On the business side, his areas of expertise include plan consulting, operational consulting, plan implementation, platform conversions as well as the ongoing administration of retirement programs including compliance, government form filing, risk management and process improvement. Jeff is a problem resolution resource for clients, auditors and employees. On the IT side, his areas of expertise include software design, requirements gathering and data analysis.

Robert is an expert management and retirement services consultant experienced in all aspects of retirement services (total benefits outsourcing: DC, DB, and H&W). His skills span product design, compliance, risk mitigation, business best practices, process improvement, strategic planning, development, technology implementation and integration and post-production support. Bob’s experience includes C-level communication, leadership and building solutions teams to deliver results.

Alan is a leader with an extensive background and solid record of success in program & project management, SDLC, process improvement, application development and support. He partners with technology and business teams to deliver quality products and project processes. He holds a Masters Certification in Project Management from The George Washington University School of Business.

Troi has over 30 years of experience in project management, system analysis, business and technical analysis, program analysis, conversions, technical training, reconciliations, adjustments and programming. He is a result driven leader experienced in every stage of the development life cycle – from requirement definition and documentation, analysis and design, development to implementation and maintenance.