Meet our board members 

Board members

Meet the executive team that helps drive the creativity, innovation and success of StreamLink Software.

Adam Roth Adam-Roth

Adam Roth

Adam Roth

Before serving as CEO of StreamLink Software, Adam was Chief Operating Officer for West Side Ecumenical Ministry (WSEM). As COO, Adam supervised all of WSEM’s programs and was responsible for system development and integration, quality control, resource development, new program initiatives and community collaborations. Adam also served as interim CEO during a leadership change in 2004. While COO, Adam monitored an operating budget of $12 million, more than double WSEM’s operating budget when Adam started at WSEM as the Director of Operations in March 1998.

Adam earned a Master of Social Work and Master of Business Administration from Case Western Reserve University’s Mandel School of Applied Social Sciences and the Weatherhead School of Management, respectively. He earned a Bachelor of Arts in psychology from the The College of Wooster.

Currently Adam serves on the board of Linkagepoint, a full-service technology company in Washington, DC. Adam also serves on the Jewish Community Federation of Cleveland’s Technology Committee.

In addition, Adam serves on the boards of The Diversity Center of Northeast Ohio and Cleveland Reads. Adam has also been part of other community boards and collaborations including the West Side Family Resource Network, Detroit Shoreway Weed and Seed, New Leadership Roundtable, the County Emergency Food and Shelter board, United Way Services Organizational Assessment Committee and the Workforce Investment Board Youth Council. He is a past Chair of Cleveland Reads and the LeadDiversity Alumni Association. Adam has been honored with The Diversity Center Young Leadership award for his work in helping create the leadership training program, LeadDiversity, as well as for his work in the Greater Cleveland community.

Todd Federman Todd-Federman

Todd Federman

Todd Federman

Todd is the Executive Director of North Coast Angel Fund. North Coast manages two early-stage funds made up of 180 individual angel investors, and has closed investments in 30+ early-stage companies since 2006. Prior to joining North Coast, Todd served as an independent consultant for the brand strategy team at AOL, where he led several word-of-mouth marketing and experiential marketing initiatives.

Previously, Todd worked for Diamond Management and Technology Consultants, a global management consulting firm where he focused on program management for technology and organizational development efforts.

Todd also co-founded, and remains active with, “One With Nature,” an all natural line of health and beauty products. Todd serves on the Boards of Directors for StreamLink, DecisionDesk, SoMoLend, and Youth Opportunities Unlimited, a Cleveland non-profit that empowers youth through jobs and entrepreneurship programs. Todd holds a bachelor’s degree in Finance from Kent State University and an MBA from the Fuqua School of Business at Duke University.

Dave Lowman Dave-Lowman

Dave Lowman

Dave Lowman

David Lowman is an entrepreneur and executive leader with more than 20 years experience building successful, high-growth businesses; including three start-ups and two turn a rounds leading to four liquidity events. Most recently, led the development of SageQuest, Inc. from start-up to sale and in the process earned numerous accolades including Best Software Product, Best Company to Work For and winner of the prestigious Weatherhead 100 based on generating 1,500% top line growth.

David is currently President of 1 EDI Source, a leading provider of electronic data interchange (EDI) software and Software-as-a-Service (SaaS) solutions. He joined the company in 2013 and is focused on developing a customer-focused culture, building a strong team, and executing on a market leading strategy that generates rapid growth and delivers superior value to our EDI partners and customers.

David has held similar positions previously as President at Vision Capital, LLC and Vice President at Victoria Fire & Casualty. In addition to serving as a StreamLink Software board member, David is also an active board member for Intelligent Mobile Support, Inc., Agency Insurance Company, and SparkBase.

 

Hal Shelton Shelton

Hal Shelton

Hal Shelton

Hal Shelton is a seasoned executive with more than 45 years of experience with corporations, nonprofits, and investment organizations. He uses his knowledge and expertise to help small businesses.

In the corporate world, Hal most recently was senior vice president and CFO of USEC Inc., a leading provider of enriched uranium fuel for commercial nuclear power plants. Hal quarterbacked USEC’s $3 billion privatization via an IPO. Prior to USEC, Hal held senior financial management positions with Sunoco Inc. In addition, he was on the board of directors of RWD Technologies Inc. where he was chairman of the Audit Committee as well as the Special Committee in a successful “going private” transaction.

For nonprofits, Hal has been a board member, vice chair, treasurer, and mentor for the SCORE Association—a volunteer organization that provides education and training to small businesses. As a SCORE mentor, Hal helps small businesses take advantage of new business opportunities, develop business plans, and find and qualify for financing, with the goal of increasing the business’s value and adding jobs. In recognition of his work, Hal was recently honored with the Walter H. Channing Award for exceptional service to small business and SCORE, which has only been awarded nine times in SCORE’s 50-year history. Hal also served on the board and as CFO/Treasurer of Mercy Health Clinic, a “safety net” organization providing free medical care and medicine to uninsured, low-income residents in Montgomery County, Maryland.

Hal is a member of Blu Venture Investors. This active angel investing group supports early-stage entrepreneurs with a primary focus on technology companies. In addition, Hal has authored a book on writing success business plans.

Hal holds a bachelor of science from Carnegie Mellon University, an MBA from the University of Chicago, and an honors diploma from the University of Vienna, Austria. 

 

Corey Greendale Corey-Greendale

Corey Greendale

Corey Greendale

Corey Greendale is a managing director at First Analysis, specializing in investment and research in software-as-a-service (SaaS) businesses, particularly in human capital technology. He provides research coverage of leading private and publicly traded companies in his sectors. His work has been cited for excellence in the Wall Street Journal’s “Best on the Street” survey, in Forbes, and in the Financial Times. In addition to StreamLink Software, he currently serves as a director or board observer at Learning.com, Netchex, and Yello.

Prior to joining First Analysis in 2000, he was a development analyst at Systema Corp., where he designed training programs for several large pharmaceutical companies. He earned an MBA with high honors from the University of Chicago Booth School of Business and a bachelor’s degree from Stanford University, where he graduated Phi Beta Kappa.

Jim Macdonald Jim-Macdonal

Jim Macdonald

Jim Macdonald
Jim Macdonald is a managing director of First Analysis coordinating research and investment in SaaS and technology enabled services. Recent SaaS investments include ChromeRiver, etouches, Yello, and Netchex.  Jim is also on the Boards of Freeosk and ITS Compliance.  Prior to joining First Analysis in 1997, Jim was a general manager at Nalco Chemical Co. He earned an MBA from Harvard University and a bachelor’s degree in civil engineering from Cornell University.
Geoff Green Green

Geoff Green

Geoff Green

Geoff is currently Vice President of Business Development, Oracle Public Sector, where his focus areas include the Federal Government, State/Local Governments, Canadian Government, and the United Nations.

Geoff previously Managing Director at the Phase One Consulting Group with responsibility over the Financial Services, Social Infrastructure, and Innovation practice areas. With 15 years of execution experience, Geoff is a proven executive in both the private, public, and non-profit sectors with exceptional skills, progressively responsible leadership experience, and demonstrated skill for implementing change in large and complex organizations. Geoff is a recognized business transformation expert in the development of strategic plans and roadmaps in the early stages of program development and response, tactical action plans that are leveraged during the program execution phase, as well as shared-services plans that create agency-wide and government-wide opportunities for broader programmatic adoption and value creation.

Before joining Phase One, Geoff led FHA’s Transformation Program, within the Federal Housing Administration (FHA), at the United States Department of Housing and Urban Development (HUD). The FHA Transformation program involved the development of a modern financial services IT environment to better manage and mitigate counterparty risk across all of FHA's Insurance Programs. The Transformation program minimized the exposure of FHA’s Insurance Funds and supported the restoration of the capital reserve ratio to congressionally mandated levels by enabling risk detection, fraud prevention, and the capture of critical data points at the front-end of the loan lifecycle.

Geoff is experienced architecting, leading, and representing two Federal Agencies –HUD and SBA – on financial services transformation, disaster assistance and performance management issues with senior Congressional staff, members of White House staff, the federal financial services community (e.g., FHFA, Fannie Mae, Freddie Mac, Treasury), the Homeland Security Council (HSC), the management and oversight community (e.g., GAO, OMB, OIG), Trade Associations, and the public at-large.