Curious to know who develops, designs, and supports Clientelify? This article introduces each executive / advisory member of the Clientelify team (there are 8 of us):

  1. Charlie Reese
  2. Katie Hayes
  3. Aaron Levitt
  4. Charlie McConville
  5. Jordan Scherer
  6. Curtis Lush
  7. Dylan McCarney
  8. Andrew Solomon

Charlie Reese

Charlie is the Founder of Clientelify, and he likes to do it all. He heads up software and product development, design, sales, and support. If you have a problem with the product, he’s the guy you should yell at (email help@clientelify.com and he’ll answer).

Background:

After a short ski racing career, Charlie did an undergraduate degree in Commerce at Queen’s University. After graduating, he planted (~75,000) trees for two months in Northern Ontario to build up good karma before selling out to be an investment banker. After almost 3 years of investment banking at Rothschild and Wells Fargo, Charlie quit to learn how to code, build a SaaS product, and travel.

The first SaaS product he built was a total failure. He soon found refuge at a retail-tech startup called Tulip as a back-end developer. After a year of fixing bugs, upgrading code, and creating features at Tulip, he took a job at RBC Ventures as a tech and product lead, where he built (i.e. designed, coded, etc.) and contributed to multiple FinTech and AutoTech products. In September 2019, after getting frustrated with the slow pace of development at the bank, Charlie left and created Clientelify (he released the first paid version to the public in November 2019).

Charlie loves to design, develop, and sell SaaS products. He’s excited to help professional service businesses book more appointments and reduce no shows with Clientelify!

Katie Hayes

Katie is an executive / advisory member of Clientelify. Her focus is strategy and sales.

Background:

Katie did an undergraduate degree in Commerce at Queen’s University and an MBA at Stanford. Her work experience includes healthcare investment banking at Goldman Sachs, private equity at Madison Dearborn Partners, and business strategy at Opencare.

Katie is currently a Director at Wittington Ventures.

Aaron Levitt

Aaron is an executive / advisory member of Clientelify. His focus is product and sales.

Background:

Aaron did his undergrad at Dalhousie University and currently works in the construction software space at CMiC.

Charlie McConville

Charlie is an executive / advisory member of Clientelify. His focus is marketing and sales.

Background:

Charlie did his undergrad at the University of New Hampshire, where he raced on the NCAA ski team. He currently works in marketing at Canaccord Genuity Wealth Management.

Jordan Scherer

Jordan is an executive / advisory member of Clientelify. His focus is finance and sales.

Background:

Jordan did his undergrad in business / accounting at Western University. He currently works at PwC.

Curtis Lush

Curtis is an executive / advisory member of Clientelify. His focus is product, design, and sales.

Background:

Curtis did his undergrad in computer engineering at the University of New Hampshire, where he raced on the NCAA ski team. His work experience includes product and business development at Zigee Dock, product management at RBC Ventures, and product management at Rangle.io.

Dylan McCarney

Dylan is an executive / advisory member of Clientelify. His focus is tech and sales.

Background:

Dylan did his undergrad in economics at Dartmouth College, where he raced on the NCAA ski team. His work experience includes business analysis at Wayfair and data science at Twitter.

Andrew Solomon

Andrew is an executive / advisory member of Clientelify. His focus is finance and sales.

Background:

Andrew did his undergrad at Ivey Business School at Western University. He is currently a M&A investment banker at RBC.