Leadership
You'll meet them on the first call, and they stay involved through delivery and support.
Founder and CEO
David founded Vantage Point in 2018 after years as a Salesforce user and operator in financial services, including as Chief Operating Officer. He built the firm to give banks, wealth managers, insurers and fintechs a CRM partner that understands how a regulated firm runs.
Before Vantage Point he ran Cockrum Consulting and worked as a consultant at Hitachi Consulting. He holds a B.B.A. in Finance and Economics from SMU's Cox School of Business.
VP of Professional Services
Randy leads delivery at Vantage Point. He spent years in manufacturing systems on the IBM System/38 and AS/400, working with ERP packages such as MAPICS, BPICS and J.D. Edwards, before moving into the Salesforce ecosystem, including senior roles at Appirio, EMS Consulting and IBM where he managed large consulting teams.
That history helps when a client still runs a legacy ERP and is planning its next move. He also specializes in financial services compliance, security and complex Salesforce integrations, and coaches consultants and client teams so the work holds up long after go-live. He holds an A.S. in Computer Science from Pennsylvania College of Technology.
Head of Go-to-Market
Adam runs our partner channels with HubSpot and Salesforce, the outbound and webinar programs behind them, and the sales process that turns a first call into a signed project.
He has 20 years in sales and revenue leadership, including FCA-trained work in UK motor finance and licensed betting operations where he owned compliance across 47 shops. He builds Claude skills and MCP connections into sales workflows, so a small team runs like a bigger one. He's based in Serbia.
The consultants, architects and operations staff who deliver and support client work day to day.
Delivery
Delivery Lead
Alan runs project delivery. He turns signed scope into sprint plans, user stories and go-live schedules, leads the weekly status meetings with each client, and tracks hours against budget so nobody is surprised at the end. When new requests show up mid-project, he's the one who sorts them into this release or the next.
He has led PMOs and delivery teams at EMS Consulting, 7Summits, IBM, Neocol and Silverline, and before that managed the Salesforce rollout at Wells Fargo Advantage Funds. He is a certified PMP, ScrumMaster and Salesforce Administrator, with a B.S. in Computer Science from DeVry University.
Salesforce Solution Architect
Jennifer leads solution design on our larger Salesforce programs. She runs process workshops with client teams, turns what she hears into the data model and user stories, assigns the build, and stays on through data migration and testing. Recent work includes a unified sales, servicing and support platform on Sales Cloud, Service Cloud and Experience Cloud for a consumer finance firm.
She has worked on Salesforce since 2009, holds 20+ Salesforce certifications including Application Architect and System Architect, and was a Program Management Director at Salesforce. She has also held architecture and consulting leadership roles at Appirio, PolSource, EMS Consulting and MTX Group. She holds a B.S.B.A. from Central Michigan University.
Salesforce Consultant
Jeff builds the automation behind client processes: Flows, e-signature document packets with DocuSign, email templates and field mappings. He also handles org health work, such as auditing managed packages across sandboxes and production and coordinating version upgrades with client IT and AppExchange vendors.
Before Vantage Point he spent nearly four years as a Salesforce Senior Business Consultant at Coastal, where he ran concurrent implementations and led Conga, DocuSign and PandaDoc integrations. He is Salesforce certified as a Business Analyst, Advanced Administrator and Platform App Builder, and holds a B.B.A. from Kent State University.
Salesforce Consultant
Mikaella turns user stories into working Salesforce configuration. She builds Flows for approvals, notifications and record creation, sets up objects, fields and page layouts from process diagrams, and built a self-service Experience Cloud portal where customers see their own account details. She works inside agile sprint teams, from story refinement through sandbox testing and deployment.
She started on Salesforce's technical support configuration team and later worked as a Salesforce administrator at TaskUs and Smart Cloud Consultants and a consultant at Simplus. She is 8x Salesforce certified and holds a bachelor's degree in Mathematics and Computer Science from Bulacan State University.
Senior MuleSoft Consultant
Aldrin leads our MuleSoft work. He runs data migrations into Salesforce, maintaining the field mappings, running production loads and fixing records that fail. He also scopes and builds CloudHub 2.0 upgrades, including private spaces, static outbound IPs for allowlisting and secure deployment keys, and gives the effort estimates behind our MuleSoft proposals.
He has nearly 30 years in enterprise integration and automation, including 13 years at Intel and 9 at Maxim Integrated leading automation teams. He is a MuleSoft Certified Integration Architect and Developer, a Salesforce Certified Administrator and Platform App Builder, and a Workato Automation Pro. He holds a B.S. in Computer Engineering from Mapua Institute of Technology.
HubSpot Consultant
Mark designs and builds HubSpot for clients: Sales Hub pipelines with stage gates, workflows, dashboards and go-live training, plus website moves onto HubSpot CMS and HubDB. Where HubSpot stops short, he builds what's missing, such as a booking app that creates contacts, deals and appointments in one step and syncs with Outlook calendars through Microsoft Graph. He also writes the data specs and security one-pagers wealth management clients need before connecting custodial data.
He spent seven years as the HubSpot CMS developer at DocuWare and has 25+ years in front-end development, including work for Viacom, Comcast and Duracell. He holds a B.S. in Graphic Design from SUNY New Paltz.
HubSpot Consultant
EJ leads HubSpot implementations from discovery through go-live. He builds pipelines, custom properties and workflow automation, launches HubSpot CMS websites and client portals, and migrates CRM data from Salesforce into HubSpot. After launch he trains client teams and answers their questions so they can run HubSpot on their own.
Before Vantage Point he was a HubSpot Specialist at Aprio and worked in revenue operations and technical operations roles. He is Lean Six Sigma Yellow Belt certified and holds a B.S. in Business Administration.
Growth and operations
Business Development
Madie runs our outbound program to credit unions, community banks, wealth managers, insurers and other regulated firms looking at HubSpot, Salesforce, SI or AI. She researches accounts, runs multi-touch outreach across email, LinkedIn and phone, and books the first call with our senior consultants. She also works joint prospecting with our technology partners' sales teams.
She has 17 years across BPO, SaaS, fintech and real estate, including growth and sales leadership roles at Summit 360 Solutions, Finstro and Sprout Solutions. She holds a B.A. in Mass Communication from Far Eastern University.
HR and Talent Manager
Tierney runs people operations. She manages recruiting from first screen to onboarding, the firm's HR and payroll systems, contractor administration and the business filings that keep a multi-state firm in good standing. She also runs the weekly operations meeting with David and Randy and makes content updates on vantagepoint.io.
She joined in 2020 after leading recruitment and team development at Underground Printing and working as a staffing manager with OfficeTeam. She holds a B.A. in Political Science from the University of Michigan and the SHRM-CP certification.
IT Manager
Gustavo runs Vantage Point's IT: Google Workspace, devices, user access and email security, including SPF, DKIM and DMARC and the team's phishing alerts. He also owns the technical side of this website, from theme code and structured data to llms.txt, Search Console and conversion tracking.
He joined the firm in 2018 as an IT Systems Analyst and has led IT since 2020.
Marketing Specialist
Faith builds and designs for marketing. She has built many of the industry and service pages on this site in HubSpot, and designs the case study documents, presentation and report templates, social graphics and campaign landing pages.
Before joining in 2025 she was Marketing Designer at EMS Consulting, where she led a full company rebrand. She holds a B.F.A. in Graphic Design from Lock Haven University.
Next step
Start with a free CRM assessment. A senior consultant reviews your Salesforce or HubSpot setup, flags compliance and adoption gaps, and outlines the highest-value next steps, including where SI and AI fit.
Talk to a senior consultant, not a sales rep.
Book time with David Cockrum, Founder & CEO, and Randy Wandell, VP of Professional Services.
FAQ
Vantage Point is a senior-led, SI- and AI-augmented Salesforce, HubSpot and Claude consulting firm. We implement, integrate, migrate and support CRM, marketing automation, data, SI and AI platforms. Most clients are financial services and other regulated firms, and our Claude, SI and AI work also serves manufacturers, consumer brands and service companies.
Our services →Our CRM work focuses on regulated industries: wealth management and RIAs, asset management, private equity, banking and credit unions, insurance, mortgage lending, fintech and debt settlement, plus healthcare, commercial real estate and professional services. Our Claude and AI work also serves manufacturers, distributors, consumer brands and service companies, with the same controls.
Industries we serve →Yes. Tell us your industry and what you're planning, and we'll introduce you to a client who has done similar work with us, in financial services or outside it. You can speak with them without us on the call.
Ask for a client reference →Your project is designed and delivered by experienced consultants, not handed to junior staff after the sale. The people you meet in discovery are the people who do the work.
Why Vantage Point →Vantage Point is headquartered in Dallas, Texas, with a Central and Eastern Europe practice in Sofia, Bulgaria. We work with clients across the US, the UK and Europe.
We are a Salesforce partner, a HubSpot Solutions Partner, a member of the Claude Partner Network and the OpenAI partner network, and a member of the Braze Alloys partner network. We also implement technologies such as MuleSoft, Slack, Informatica and Contentful.
Partners →More resources: Docs · CRM, SI & AI glossary · Integration directory · Migration paths · FAQ
Salesforce and HubSpot built around how each team works, on one client record.
