Chief Executive Officer
Reid Holzworth, Chief Executive Officer, leads Ivans strategic direction. He is a prominent insurance industry leader with extensive insurance experience in both broker and insurer distribution environments. Holzworth was the founder and CEO of TechCanary, an InsurTech leader that Applied Systems acquired in 2019. TechCanary built an innovative set of insurance solutions on the Salesforce platform to create choice and flexibility for agencies who prefer Salesforce.com, which has since been incorporated in Applied’s portfolio under the name Applied Epic for Salesforce. Holzworth’s extensive industry experience, innovation-first mindset and commitment to simple, valuable customer experiences will be hallmarks of his leadership of Ivans and the expansion of its compelling innovation strategy.
Chief Technology Officer
Pat Forgione, Chief Technology Officer, leads Ivans overall technology strategy and implementation functions. Prior, he served as vice president of Platform Development at Applied. Forgione also served as chief technology officer of TechCanary where he led the development of the industry’s leading management system built on Salesforce.com. He has previously founded and led several start ups, including Lendful and Thinking Capital, to successful acquisition.
Chief Operating Officer
Bob Bardwell, Chief Operating Officer, leads Ivans day-to-day operational functions of the business. Prior, he served as vice president of Strategic Initiatives at Applied where he was responsible for supporting the international growth of the business. Bardwell also previously led SMS Assist’s Commercial vertical as senior vice president and general manager of operations, as well as held strategic leadership roles at Rackspace.
Chief Revenue Officer
Saima Shaukat, Chief Revenue Officer, leads Ivans sales and services functions and will be instrumental in Ivans’ go-to-market strategy. Saima brings more than 21 years of SaaS sales and marketing experience, with a proven track record of scaling revenue strategies. She also brings deep domain expertise from her roles as TechCanary’s Chief Revenue Officer (CRO) and Salesforce’s General Manager and Vice-President of Financial Services.
Chief Executive Officer
Taylor Rhodes, Chief Executive Officer, leads Team Applied and is responsible for the company's overall strategy and operational execution. Rhodes joined Applied in 2019 after serving as chief executive officer of SMS Assist, the leading cloud-based software platform for multi-site property management. Previously, he was CEO of Rackspace, where he led the Company’s growth from a cloud pioneer to an industry leader with more than two billion dollars in revenue, while establishing the company as a mainstay on the Fortune 100 Best Companies to Work For®. Prior to Rackspace, he served as a leader in enterprise, financial and corporate strategy roles at Electronic Data Systems Corporation. Mr. Rhodes is a former United States Marine Corps infantry officer and holds a MBA from the University of North Carolina at Chapel Hill. He serves on the board of directors for Applied, Zenoss and Liquid Web, LLC.
Chief Technology Officer
Rich Belanger, Chief Technology Officer, leads the Product Development and Quality Assurance teams for Applied Systems. Previously, Rich led ProQuest, a global SaaS company with over 100 million users, through a complex migration to a modern cloud architecture and deployed world-class software development processes. As a result of his leadership, ProQuest achieved significant improvements in performance and reliability, as well as meaningful improvements in the speed and quality of new product development. Rich also held prior leadership roles at Target Software and Forrester Research.
Chief Financial Officer
Graham Blackwell, Chief Financial Officer, is responsible for financial and administrative functions, as well as acquisitions, partnerships and strategic planning activities at Applied. Graham joined Applied in 2020 from SMS Assist, where he led the company’s strategy, pricing, marketing, and sales organization as chief revenue officer. Prior to SMS Assist, Graham was executive vice president with Bain Capital’s North American Private Equity Team where he worked closely with the boards and management teams of Bain Capital’s portfolio companies to define and execute enterprise-wide strategic and operational transformation. His efforts resulted in accelerating revenue growth and strong investor returns across a wide-ranging set of businesses. Recent companies where he spent considerable time include Blue Nile, an e-commerce retailer; and BMC Software, a global software provider. Before that, Graham was an associate partner with McKinsey & Company, specializing in retail; and a consultant with Accenture. He holds an MBA degree from the University of Chicago’s Booth School of Business.
Chief Customer Officer
Trevor Bunker, Chief Customer Officer, leads Applied’s customer experience organization, including the strategic direction for the company’s services, support, and customer success programs. Trevor joined Applied in 2020 with more than 20 years of customer service leadership experience. In his last role, he served as CCO at RealPage, a vertical SaaS company serving the real estate market, where he oversaw a team of 1,000 responsible for all post-sales customer experience functions. Prior, Trevor spent 13 years at CA Technologies where he rose to be Senior Vice President of Product Success, Customer Adoption and Software Subscription Renewals.
Chief Executive Officer, Applied Systems Europe
Tom Needs, Chief Executive Officer of Applied Systems Europe is responsible for leading the company’s UK and Ireland strategy, operations and regional growth mission. Tom brings more than 20 years of leadership experience in the B2B technology sector serving multiple industries, including the European Insurance industry. Most recently, he served as Chief Operating Officer of Node4 Ltd., a leading private equity backed technology services company comprising private and public cloud services, connectivity, and collaboration solutions, where he was responsible for driving customer growth and retention and for scaling operations. His experience leading rapid organizational growth and transformation will provide great value to our employees, customers, and the broader insurance ecosystem as we continue to scale our operations and deliver world-class technologies and services.
Chief People Officer
Bridget Penney, Chief People Officer, is responsible for all human resources functions across the company as well as overseeing the development and execution of human capital strategies. She is an operational and strategic leader with expertise in building business through talent management, leading operational and organizational excellence. Prior to joining Applied, Penney served as Vice President of Talent & Diversity at Kohler Co., where she was responsible for the organization’s keen focus on talent and culture, playing a significant role in Kohler’s quest to retain and engage the best talent. Penney holds a master’s degree in Leadership and Organizational Behavior from Benedictine University, a master’s degree in Social Work from Loyola University, and a bachelor’s degree in Psychology and Marketing from the University of Illinois. In addition, she is a Certified Executive Coach, from the University of California, Berkeley, Haas School of Business.
Jeffrey D. Purdy
Chief Revenue Officer
Jeffrey D. Purdy, Chief Revenue Officer, is responsible for the strategic direction of Applied's sales organization. Purdy began his career in the company’s Canadian operations in 1989 and has held various executive positions in Canada and the USA, including running our international operations prior to taking on the executive sales role. He has led Applied’s global expansion and entry into the United Kingdom and Ireland markets. He holds a bachelor’s degree from Wilfrid Laurier University in Waterloo, Ontario.
Chief Marketing Officer
Courtney Rains, Chief Marketing Officer, is responsible for Applied’s global marketing strategy. Rains has held a number of leadership positions at Applied and led the Company’s brand transformation, helping to position Applied as the technology company revolutionizing the insurance industry. With more than 10 years of experience in technology marketing and crisis communications, her expertise and unrelenting commitment to growth ensure that she brings the best out of those around her for the success of the team and broader company. She has prior marketing experience at big tech companies like Qualcomm and holds a bachelor’s degree from the University of Notre Dame.
General Counsel and Corporate Secretary
Rich Cohan, General Counsel and Corporate Secretary, is responsible for the legal and corporate governance activities of Applied. He joined Applied in 2019 and brings more than 20 years of experience in legal and business roles, including in both the software and insurance industries. Prior to Applied, Cohan ran European Operations for Workiva Inc., a SaaS provider of corporate reporting solutions. Previously he was General Counsel and Corporate Secretary of Athene USA (formerly Aviva USA), a leading provider of life insurance and annuity products. Previous experiences include a corporate attorney at the law firms of Skadden, Arps, Slate, Meagher & Flom and Katten Muchin & Zavis, as well as a CPA with Price Waterhouse. Cohan received his law degree from the University of Chicago and his bachelor’s from the Wharton School of Business at the University of Pennsylvania.