Co-founder and CEO
Previously, Harvey was a partner for 24 years at Alpern, Rosenthal & Company, a large Pittsburgh-based CPA and consulting firm, and he was the founder and CEO of RedSiren, Inc, an early stage MSP provider of IT security management solutions. Harvey was awarded the Small Company Top Executive of the Year Award in 2012.
Prior to his career at The PT Services Group, Bill was the CFO of Equibank, which at the time was one of the largest financial institutions in western Pennsylvania. He also has served for ten years as president of his consulting firm and currently serves as a board member for various nonprofit organizations in Pittsburgh.
Bob oversees the day-to-day operations and the execution of The PT Services Group's overall excellence and performance strategy. He leads the team in their efforts to provide the highest-quality effective prospecting solutions for insurance and financial services providers. Bob has 20+ years of operational management experience. Previously Bob worked for PNC Bank at the company’s National Financial Services Center, where he was the Sales and Service Manager for its Outbound Call Center.
Vice President of Client Success
Jason oversees the entirety of each client’s appointment setting program, from implementation to ongoing management. Before joining The PT Services Group in 2006, Jason spent 10 years in client services in Phoenix, AZ. with Cramer Krasselt Advertising and PR, the Phoenix Coyotes of the NHL, and the Boys & Girls Clubs.
In his spare time you can typically find Jason spending quality time with his wife and 3 sons hiking in the woods, attending sporting events or cooking family meals.
Vice President of Business Development
John researches new types of business and manages and initiates strategic, corporate-level relationships to expand exposure for The PT Services Group. John came to The PT Services Group in 2011. Before that, he owned and operated an Ameriprise Financial Services franchise for 16 years.
When not at work, John enjoys reading historical non-fiction, rooting for Pittsburgh sports teams, and helping his wife grow her in-home pet care business. John and his wife Christine have 4 adult children.