New Leaders Assume the Roles of Chief Operating Officer, Chief Financial Officer,

Chief Information Officer and Chief Transformation Officer


IRVINE, Calif. (Aug. 15, 2018)Alorica Inc., the world’s leading platform for all customer interactions, announced today that it is advancing the company’s growth and innovation strategy with the addition of four senior executives to its leadership team. Alorica welcomes Greg Haller as Chief Operating Officer, KJ Tjon as Chief Financial Officer, Steve Phillips as Chief Information Officer and Bhaskar Menon as Chief Transformation Officer. By adding top talent, Alorica will enhance its focus on client delivery, operational excellence and technology innovation. These new leaders, in addition to current executives Tania King, Chief Employee Experience and Legal Officer, and Chris Crowley, Chief Commercial Officer, will report directly to Andy Lee, Chairman and CEO.


“We’re at a pivotal point in our journey as we’re being challenged now more than ever to think differently,” stated Andy Lee, Chairman and CEO of Alorica. “The industry is changing, customer interests are evolving, and even the needs of our workforce are different from when we started nearly 20 years ago. It’s an exciting time for Alorica as we continue to re-engineer ourselves to get ahead of the trends and develop innovative solutions to engage customers. At the same time, we remain focused on meeting the unique needs of each of our clients while fostering a rewarding, challenging, and inclusive culture for the 100,000 employees who make our work possible.”


This stage of talent transformation is a key part of Alorica’s strategy to continue to exceed the expectations of its clients, customers, and employees. With support from its Board of Directors and through a reputable search firm, Alorica took on a different approach to identify and vet candidates for these roles, seeking out creative-thinking, experienced leaders with a diverse background leading numerous global and large-scale companies in varied industries. These individuals will take Alorica to the next level with increasing speed and diversity as the company places an even greater focus on continuing to elevate its business and technology strategies.


As Alorica’s Chief Operating Officer, Greg Haller oversees several of the company’s functional areas including: Operations, Client Solutions, Global Business Services and Marketing Communications with the objective of driving the business forward even more efficiently and effectively with his operational acumen. Prior to joining Alorica, Haller was with the telecommunications giant, Verizon Wireless, for 29 years, where he served in various senior leadership roles, such as President of the Western Area as well as President of Enterprise and Government Markets. Through his longstanding tenure at Verizon, he led Operations, Sales, Marketing and Advanced Solutions as well as Consumer Product Portfolio and Pricing.


Replacing newly retired Chief Financial Officer Cindy Fiorillo, KJ Tjon is stepping into this role leading Global Corporate Finance. With expertise in Finance, Operations and Technology, as well as experience in Europe, Asia, and the U.S., Tjon will build upon Alorica’s current foundation and execute the next phase of the business strategy, while ensuring solid alignment with financial goals and commitments. Tjon comes to Alorica with over 20 years of demonstrated experience in numerous industries as both CFO and COO of public and large-scale private organizations in Telecommunications, Logistics, Information Technology and Manufacturing. Previously, she was COO and President at Scientific Games, where she oversaw P&L for divisions worth approximately $2.4 billion, and served as the CFO and EVP at EPIQ Systems.


Steve Phillips is responsible for prioritizing Alorica’s business needs from an IT perspective and enhancing operational excellence as Chief Information Officer. As Alorica continues to create and improve technological innovations to produce greater business value for customers, his robust global IT leadership background spanning 25 years brings tremendous experience to the table in customer-focused IT strategy, digital transformation, cloud computing and cybersecurity. Phillips, who has led IT organizations for large and complex technology-driven enterprises, was most recently the CIO of Avnet, Inc., a $17 billion Fortune 500 global company — one of the world’s largest technology distributors — and was previously CIO at Memec and at Gateway Computers. In 2015, he was inducted into the CIO Hall of Fame for his contributions to business-centered transformation and innovation.


Filling a new role within the organization as Chief Transformation Officer, Bhaskar Menon is responsible for creating and delivering a new digital-forward platform at Alorica, utilizing intelligent automation, emerging technologies and process optimization to drive a trifecta for clients — significant enhancement in efficiency and productivity, cost reduction and a compelling customer experience. Menon has more than 30 years of experience at global multi-national companies like Citibank-Citicorp, Merrill Lynch, MphasiS Corp. and e4e Inc., and has worked around the world in the U.S., Europe, the Middle East, Asia and Latin America. His experience includes international private banking, asset management and capital markets, internet technologies and electronic distribution platforms, IT and BPOs as well as the private equity and venture capital industries.


“As we continue to manage and maximize the business we have at hand, and identify and secure new opportunities, I’m extremely pleased to have Greg, KJ, Steve, and Bhaskar join our team,” said Lee.” With deep expertise in their respective fields as well as proven track records in a wide range of industries and with reputable companies, I believe they are the perfect complement to Alorica’s strong leadership team and will play an important role in shaping our future. I’m excited for what’s to come.”


About Alorica

At Alorica, we only do one thing — we make lives better. How? As the world’s leading platform for all customer interactions, we create insanely great experiences for customers fueled by innovative technology, advanced data analytics and CX intelligence. Utilizing insights from more than 600 million consumer interactions curated annually, Alorica is a systems integrator of choice to 25 of the Fortune 50 healthcare companies, six of the 10 largest financial institutions, four of the five largest telecommunications companies, and five of the largest retail companies. We call the OC home, headquartered in Irvine, Calif., with more than 100,000 employees in approximately 130 locations across 15 countries and 11 time zones around the globe. To learn more, visit


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Announcing a price reduction for the CFO Intell Dinner Series, hosted by CFO Studio in Manhattan, New Jersey, and Philadelphia.

In the interest of exposing its CFO guests to a broader array of high quality services, CFO Studio has significantly reduced the financial investment required for qualified companies to participate in CFO Intell Dinners in Manhattan, New Jersey, and Philadelphia. Price reductions are effective immediately and will be as follows:

CFO Intell Dinner Series

Manhattan, New Jersey, and Philadelphia

4x Campaign:

Reduced by 35% from $32,840 to $21,360 (total cost for 4 events = $5,340 per event)


Reduced by 28% from $10,190 to $7,290

CFO Studio’s CEO, Andrew Zezas, stated “CFO Studio continues to grow in attracting more CFOs, in the number of events it hosts, and in the caliber of its business development partners”. He added: “We’re extremely excited about our ability to bring the CFO Intell Dinner Series to a broader group of companies who seek to conduct business with CFOs, and who will bring greater intell to our CFO guests. We will continue to balance the number of CFO guests and BD partners who attend our events”.

Industry exclusivity at the CFO Intell Dinner Series will continue to apply to all campaigns (not to one-time events). No more than five BD partners may participate in any CFO Intell Dinner.

Information about how companies may participate in the CFO Intell Dinner Series is available at or by contacting Andrew Zezas at or at 732 868 0000 x111.


About CFO Studio

CFO Studio brings CFOs and select organizations together to foster dialogue, share insights and intelligence, forge relationships, enhance careers, promote their companies, participate in thought-leadership, and to connect with select world-class thinkers and others.

CFO Studio hosts large, small, industry and geographically targeted live CFO events, including the CFO Innovation Conference, the CFO Excellence Awards Gala, the CFO Studio Reception Series, the CFO Intell Dinner Series, the CFO Industry Dinner & Dialogue Series, and custom events, in New Jersey, Manhattan, Philadelphia, Chicago, and in other U.S. markets.

CFO Studio’s business development partners and presenters include or have included American Express, Atlantic Health System, Atrium Staffing, Avis Budget, Bank of America Merrill Lynch, BDO, Brother International, CapitalOne, ConAgra, Dassault FalconJet, D&B, Dechert, Encyclopedia Britannica, The Federal Reserve, Godiva, Horizon Blue Cross, Jaguar Land Rover, JLL, Mass Mutual, Mercedes-Benz, Morton Salt, NBCUniversal, The New York Jets, Oracle, The Philadelphia Eagles, The Philadelphia Phillies, Pinnacle Foods, Prager Metis, Prudential, PwC, Quest Diagnostics, ReedSmith, Robert Half, SAP,  Subaru, Tribeca Films, Quest Diagnostics, Verizon, Vonage, York Risk, Yorktel, and other exciting organizations.




Kepner-Tregoe Veteran Leader Bill Baldwin Steps into CEO Role to Lead Organization into Next Era


May 9, 2018


Kepner-Tregoe Veteran Leader Bill Baldwin Steps into CEO Role to Lead Organization into Next Era

In conjunction with the firm’s 60th anniversary milestone celebrating excellence in operations, IT consulting and training, Baldwin assumes role at exciting juncture and prepares to lead the organization’s continuing growth.


(Princeton, N.J. – May 9, 2018) – Kepner-Tregoe, a global management consulting firm focused on operational excellence, IT service management and training, has promoted veteran Chief Operating Officer Bill Baldwin to the Chief Executive Officer position effective immediately. With more than two decades of experience at Kepner-Tregoe, Baldwin will draw upon his deep knowledge of the consulting industry and experience running a global organization to lead the team into its next era of growth.

As the COO, Baldwin was responsible for the day-to-day leadership of the worldwide operations of the firm, offering direction and insight to the regional and corporate leadership teams located in North America, EMEA, Southeast Asia, Australia, and Japan. Baldwin has a rich operational history in all aspects of a multi-national company and deep experience working with clients across a wide range of industries.

In the CEO role, Baldwin will continue his leadership of the team and worldwide operations, and focus on developing a vision for the future that aligns with the corporate strategy, and continues to increase profitable revenue growth through the value that KT creates for its client organizations.

“We promoted Bill to COO in 2016 after his superior track record in various roles across our organization,” said Andy Cook, Chairman of the Board. “He assumed this position at a critical time, and was charged with improving our financial stability and concurrently driving strategic initiatives. Bill exceeded our expectations, accomplishing that and more. I am confident that Bill’s steady leadership and his ability to guide the organization will continue to propel us into the future with strong momentum.”

Baldwin joined Kepner-Tregoe in 1997 and was named to the Board of Directors in 2002 upon becoming Chief Financial Officer. He has served as board secretary for the last decade. Baldwin continued to execute on the responsibilities of the CFO position while attending to his operational management responsibilities. He led Kepner-Tregoe’s strategic plan implementation and has oversight of the legal, information technology, facilities and human resources teams.

“I am proud to have provided two decades of leadership to Kepner-Tregoe and honored to step into this critical and visible role, particularly as we commemorate 60 years of client service,” said Baldwin. “We have accomplished many milestones as an organization and on behalf of our clients in the last several decades. Like any consulting team, we are only as good as our ability to serve clients with fresh insights and knowledge, and infuse their organizations with new ways of working. As CEO, I will play an important role in encouraging, cultivating and enhancing that mindset in our company.”

Kepner-Tregoe’s history includes a succession of milestones and achievements. Kepner-Tregoe was the first to focus on the critical need for training in problem solving and decision making. The company pioneered the “train-the-trainer” concept—developed as a methodology for transferring its approaches to clients, which revolutionized organizational improvement. The Rational Manager (McGraw Hill), authored by founders Dr. Benjamin Tregoe and Dr. Charles Kepner, was first published in 1965, becoming a best-seller and a business classic that has been translated into many languages and continues to be read throughout the world. During the Apollo XIII crisis, NASA used the Kepner-Tregoe methodologies to identify critical issues, thus contributing to the astronauts’ safe return.



About Kepner-Tregoe
Kepner-Tregoe is a global management consulting firm. For 60 years, we have provided consulting and training services to many of the world’s leading companies across multiple industries. Our team of consultants delivers data-driven and scaleable results that help our clients improve operations and profitability. For more information, please visit:

Copyright 2017