Our Leadership Team
Chief Executive Officer
Scott Ogle is the chief executive officer of Sageworks and has been with the company since 2002. He oversees sales, client services and administration of the company. Under his leadership, Sageworks has grown to a world-class organization serving thousands of accounting firms and financial institutions worldwide.
Before joining Sageworks, Scott led business development for iHarvest Corporation, a Silicon Valley-based startup company that developed unique Web content management technology and was acquired by Interwoven, Inc. in 2001. Scott began his career at Merrill Lynch, where he was selected after undergraduate school to join their two-year executive leadership program. Following this program, he spent several years with Merrill Lynch’s Digital Business Development division, overseeing Web properties and digital alliances for the company. Scott received his bachelor’s degree with honors in Economics from the University of North Carolina at Chapel Hill.
Jay Blandford is the president of Sageworks, where he provides overall leadership in sales and client services, oversees the day-to-day execution of strategic objectives, develops and implements the company’s goals and strategic direction and evaluates new market opportunities. A hallmark of his career has been dynamic growth introducing paradigm changing technologies. He blends a start-up work ethic with game changing processes to deliver predictable growth and results. He brings a wealth of experience garnered over the last 20 years scaling companies’ revenue engines. Most recently, he spent 12 years as executive vice president of sales and business development at Parata Systems, a McKesson Technology Partner and the leader in pharmacy workflow and automation.
Jay earned his bachelor’s degree from Marquette University, and he is completing the Executive Scholars Program in Sales & Marketing at Northwestern University’s Kellogg School of Management.
Chief Marketing Officer
Eric Baxley is the chief marketing officer of Sageworks. He leads the company’s efforts in strategy, branding, demand generation and execution of marketing campaigns to drive growth.
Eric has extensive global experience in growing and marketing companies. He led Marketing for a multi billion dollar business in IBM and has also worked at GE and several startups in the U.S. and Europe. Eric received his bachelor’s degree from the University of Notre Dame in Electrical and Computer Engineering and his Executive MBA from the Fuqua School of Business at Duke University.
Vice President of Corporate Development
Jay Borkowski is the vice president of corporate development and a principal of Sageworks, where he manages the company’s investor relations, develops new-market opportunities and generates revenue through enterprise sales.
Jay combines a successful corporate career at Procter & Gamble and Boston Scientific with extensive entrepreneurial experience focused on new product and market development. Prior to joining Sageworks, Jay was co-founder and executive vice president of Industrial Microwave Systems, a venture capital backed startup that achieved a liquidity event. He received his bachelor’s degree from Duke University, where he worked as a campus representative for a Fortune 500 beverage company and captained the Duke Rugby Club. Jay’s continued involvement in rugby has taken him around the world as a player, coach and director of the Raleigh Rugby Club.
Chief Information Security Officer
Emily Larkin is the chief information security officer at Sageworks, where she helps manage all areas of the company in addition to setting the strategic direction of the company’s security initiatives. She is responsible for managing corporate information security, business continuity, disaster recovery and technology-related audit and compliance activities.
Emily has over 20 years of experience in information technology and information security, all within the financial services industry. She has an extensive background in enterprise information security, data center management, disaster recovery/business continuity, audit and risk management. Prior to joining Sageworks in 2014, Emily spent 18 years with Infosys McCamish, where she led the IT and Information Security teams, focusing on the secure delivery of SaaS and BPO solutions. Emily graduated with honors from Hobart and William Smith Colleges and her industry certifications include PMP, CISSP and CBCP.
Chief Technology Officer
Dominic Leali is responsible for leading the Sageworks product development team. As chief technology officer, Dominic oversees Sageworks’ product development roadmap, as well as manages enhancements and maintenance of existing software applications. Under Dominic’s leadership, Sageworks released many new products and technologies, including its ALLL, Bank Information and Agricultural Lending products.
Dominic graduated summa cum laude with a bachelor’s from Clemson University.
Chief Information Officer & Chief Architect
Brian Lora serves as the chief information officer and chief architect at Sageworks. In this role he leads the infrastructure team and guides the company’s overall architecture strategy.
He joined the company in 2018 as an established technology innovator who specializes in high-growth SaaS companies.With 25+ years of experience in the software industry, Brian has successfully led technology, software engineering & architecture as CIO & CTO at Dude Solutions, Stoneriver/SRC, IBM/GTS and Arsenal Digital Solutions. Brian is adept at designing and pioneering capabilities that enable sustainable growth and value. Brian is the lead inventor on several U.S. and International Patents creating game-changing, highly scalable, SaaS/Cloud architectures.
Having earned his engineering degree from North Carolina State University, he currently serves as an outside board member to the Department of Computer Science at NCSU.
Vice President of Strategy
Steven Martin is vice president at Sageworks, where he leads strategy for Sageworks Lending Solution for small business and commercial lending departments.
Before joining Sageworks, Steven led corporate strategy for the tech and life sciences bank, Square 1 Bank, and led strategy and integration for U.S. retail banking operations of Royal Bank of Canada. Steven came to banking after a career of management consulting, where he specialized in risk management and large transformational projects with large banks in North America, Asia and Australia. Steven earned an MBA from Stanford and a bachelor’s degree from Saint Olaf College.
Vice President of Business Development
Peter Brown is the vice president of business development, where he is responsible for executing the company’s business development goals, direction and go-to-market strategy.
Prior to joining Sageworks, Peter worked in financial services at Fidelity Investments. He was also an Infantry Officer in the U.S. Army, where he successfully graduated as an Airborne Ranger. His experiences have enabled him to thrive in leading teams in extremely challenging circumstances. Peter earned his bachelor’s degree from the United States Military Academy at West Point.
Vice President of Operations
Margaret Froneberger is the vice president of operations at Sageworks, where she leads the company’s operational initiatives to drive profitability and growth.
Margaret has been with Sageworks since 2014, and she recently focused on driving customer success and growth in the accounting division. Prior to joining Sageworks, Margaret led multidisciplinary projects at Clinical Tools, Inc., a research and information technology company. She has a strong background in building and leading teams, as well as executing extensive projects and programs. Margaret received her bachelor’s degree from Duke University, graduating with distinction.
Vice President of Client Services
Nolan Gesher is the vice president of client services at Sageworks. In this role, he is focused on ensuring that Sageworks exceeds its client’s expectations across every type of interaction. Nolan leads a sales team that helps Sageworks clients understand the value of the Sageworks solution suite and a team of Client Success Managers responsible for the day-to-day management of Sageworks’ clients.
Nolan joined Sageworks as a veteran of Fiserv where he held leadership roles in product management and global sales operations. Prior to these roles he held senior positions at two leading financial technology companies and served as vice president at Citigroup for several years. Nolan holds an MBA from Rutgers University and a bachelor’s degree from the University of Delaware.
Vice President of New Initiatives
Brandt Leahy is the vice president of new initiatives at Sageworks, where he is responsible for evaluating new markets, partnership opportunities and recruiting senior executive talent.
Brandt has extensive experience in finance and technology both in the United States and abroad. Most notably, Brandt co-founded Raiseworks, a small business lending platform, which was sold to GLI Finance and co-founded PLW Investment Group, a global quantitative equity hedge fund, which was sold to Macquarie Group. Brandt earned his bachelor’s degree from Harvard University.
Vice President of Human Resources
Monte Mauney is the vice president of human resources at Sageworks, where he oversees the talent acquisition team and all aspects of human resources strategy.
Before joining Sageworks in 2010, Monte was responsible for enterprise sales and business development in his role at a Fortune 1000 software company, and he began his professional career with a major wireless telecom company. Following that, Monte held sales management and business development roles at Koz.com (acquired by Mediaspan) and Slickedit, two software start-ups in the Research Triangle Park. While at Slickedit, he successfully negotiated and closed the company’s first international OEM partnership. Monte received his bachelor’s degree from the University of North Carolina at Chapel Hill.
Vice President of Enterprise Solutions
Jack Ochs is vice president of enterprise solutions at Sageworks. He is responsible for the company’s largest customer and partner relationships.
Jack has been with the company since 2012 and has managed both strategic partnerships and external communications for the company in that period. Prior to joining Sageworks, Jack worked in the marketing and creative services division of Glover Park Group, a DC-based communications consulting firm, and for NBC News.
Jack graduated cum laude with a B.A. from Davidson College.
Executive Vice President of Large Financial Institutions
Juan Sistachs is the executive vice president of large financial institutions and a principal at Sageworks. In this role he works with institutions to optimize their portfolio risk management processes and their ALLL under current and future GAAP.
Before joining Sageworks, Juan served as product manager of fraud and compliance for Fiserv, a provider of information management and electronic commerce systems for the financial services industry. Prior to that, Juan founded and served as CEO of Backroom Enterprises, Inc. (BEI), a technology and consulting firm that provided fraud prevention solutions to the banking industry. BEI’s signature product, FraudLink, is still widely used by financial institutions across the country and abroad.
Juan received his bachelor’s degree from Florida Atlantic University. He is also a recipient of the “Who’s Who in Finance and Industry” award.
Vice President of Implementation
Andy Snow is the vice president of implementation at Sageworks, where he leads the team responsible for onboarding clients into an integrated suite of software solutions. He is recognized for his ability to accelerate business results and customer success using leadership skills and experience developed over the last 20 years at Fortune 15 and start-up company environments.
Prior to joining Sageworks, he served as the head of customer service for technology groups commercializing and supporting software and automation products designed to help healthcare providers lower cost, improve care and reduce errors. Andy earned a bachelor’s degree from the University of Alabama.
Vice President of Sales
Brad Spence is the vice president of sales in the northern US, and he provides direct leadership to the bank market’s sales team.
Before his current position, Brad also led sales teams across Sageworks divisions: valuation, accounting and now the bank market. Prior to Sageworks, Brad has excelled in leadership roles for over 20 years beginning with Abercrombie & Fitch, where he helped launch the Hollister brand across the U.S. He also served as a top performing representative as the director of sales for the Virginia Farm Bureau, which served as Anthem Blue Cross’s largest brokerage firm in the Mid-Atlantic. Brad earned his bachelor’s degree from Old Dominion University and his MBA from the College of William and Mary.
Vice President of Finance
Nicole Wolfgang is the vice president of finance at Sageworks, where she directs all aspects of finance and accounting for the company.
Before joining Sageworks in 2004, Nicole taught and conducted research for Duke University’s Economics Department and Fuqua School of Business. She received her M.A. in Economics from Duke University and her Bachelor’s degree from Syracuse University.
Chairman of the Executive Committee and Head of Product Development
Brian Hamilton is the chairman of the executive committtee and head of product development at Sageworks. He co-founded Sageworks and is the original architect of the company’s artificial intelligence technology platform, which is used by thousands of financial institutions and accounting firms across North America. The original Sageworks technology converts financial statements into plain language narratives, reflecting Brian’s professional mission — to demystify complex financial information for business owners, financial professionals, academics and the general public. Through articles, interviews, discussions and presentations, Brian regularly works with the media, bringing clarity and expertise to topics ranging from the health of private companies, to the financial strength of high profile initial public offerings, as well as issues burdening entrepreneurs.
Brian is also the founder of Inmates to Entrepreneurs, a community outreach organization focused on teaching ex-offenders to start low capital businesses. He holds an MBA from Duke University and a bachelor’s degree from Sacred Heart University, where he graduated summa cum laude.