David Shalaby

David Shalaby, Founder/President

Dave Shalaby founded InSource Consulting in 1997 after spending four years within Accenture’s Financial Services group. For almost 15 years, he has been involved in transforming many of the top financial services organizations into leaner and more effective entities.

Experience:

As an entrepreneur, it is Dave’s quest to re-invent InSource bi-annually to meet the challenging needs of the industries and clients it serves. Since its inception, InSource has garnered some of the most respected clients within the financial services, healthcare, and manufacturing industries.

Aside from product and service evolution, Dave has established and nurtured a consistent client service approach: From business development through solution design and delivery, InSource views each client individually, examining and understanding direction, goals and obstacles. It is the trust and credibility InSource brings to every interaction that transforms individual projects into solid partnerships with some of the most significant companies in the world.

Other than his entrepreneurship, Dave’s particular expertise lies in the Life and Annuity business of insurance. He has depth of experience in technology and operations and has successfully driven several integrations, mergers, acquisitions, new business/product creations and platform/vendor evaluations.

Today InSource provides expert solutions with a focus on the following specialties:

•Merger & Acquisition Integration
•Program/Project Rescue
•Business and Technology Strategy
•Application Architecture design and implementation
•Business Process Management
•Strategic Consulting
 

Education:

BS in Aeronautical Technology from Purdue University
MBA from Loyola University Chicago.

Michele McAuley

Michele McAuley, Senior Vice President of Marketing

Strategically and operationally, Michele has been with InSource since the beginning, in 1997. As an original member and part of the present-day Senior Leadership Team, she has been a constant contributor to product and service direction, marketing strategy, financial goals, employee development, recruiting strategy and culture development.

Experience:

Michele has held direct responsibility for financial reporting, financial operations, development of the executive long-term incentive plan, management of employee benefits, legal review, communication and marketing initiatives.

Her main objective is to ensure that all of the support functions of InSource meet the needs of the agile consulting core; that InSource can expediently and effectively meet the needs of both clients and InSource team members. Michele believes that “InSource has a team of incredible professionals who have knowledge and creativity to apply to client solutions that are optimal for the individual client. They provide value to our clients and I strive to make it easy and rewarding for them to do so. Our clients understand and support our efforts and recognize that they ultimately benefit.”

Before joining InSource, Michele’s career was spent in marketing and sales in the industries of advertising and pharmaceuticals. Living in Connecticut, she works from the InSource home office in Windsor.

Education:

Masters of Business Administration from Loyola University of Chicago
Bachelor of Science degree from Purdue University.

Jim Luttrell

Jim Luttrell, AVP, Chief of Staff

Jim Luttrell serves as InSource’s Chief of Staff, managing internal staff as well as managing business development and providing oversight of engagements for several of our Fortune 500 clients.

Experience:

He brings over twenty-five years of experience to this position. In achieving this level of success, he has functioned as a Project Manager and a Program Director. Jim has made significant contributions to the success of major projects in the Financial Services industry for such Fortune 1000 companies as General Electric and Colonial Penn Insurance. He has successfully managed due diligence and merger and acquisition initiatives, while leading the post sale platform and systems integrations. Additionally, Jim has lead the sale and transition of insurance books of business to a third parties, while managing the overall plans for moving operations functions between multiple sites.

Jim is an advocate of strong project management methodologies and tools. He continues to utilize his skills in this area to successfully lead major projects as the manager of PMO organizations. He has also developed expertise in the implementation of business process solutions to increase the efficiency of enterprise operations.

Jim’s early career in the industry included business experience in Finance, Commercial Real Estate, Quality Control and Customer Service. His application experience has included systems integration, disaster recovery, model office and business testing, and TPA processing.

Education:

Jim has a degree in Business Administration from Montgomery County Community College. He also is Six Sigma trained.

Mary Tiberii

Mary Tiberii, Chief Operating Officer

Mary delivers strategic enterprise-wide solutions by utilizing her financial, technology and leadership expertise in a collaborative approach to achieve business success

Experience:

In her role as Chief Operating Officer and as senior level consultant, Mary brings twenty-plus years of experience and in-depth knowledge of financial, business, technology, program and portfolio management that maximizes investment and financial results.

Mary’s key skills include consulting, strategic problem solving, risk mitigation, portfolio administration leveraging dynamic financial modeling techniques, and significant M&A and underwriting expertise.

Mary has worked in variety of financial, business, consulting and shared service executive positions where she has created new organizational and shared services models and has had accountability for the success of the overall financial and asset management performance. She has lead and participated in conceiving and articulating strategic vision for many organizations and ensured that systems and processes are clearly aligned to effectively deliver on the strategic vision, mission and business objectives.

In addition, Mary has held a senior role with a consulting organization spearheading the strategic business planning and solution design functions. This included responsibility for the key technical disciplines, developing the partnering and alliance strategy, leading the Knowledge Management initiative as well as jump-starting the strategic consulting practice by leading several key projects.

During her 14 year career at a large multinational bank, her responsibilities included administration of a Commercial and Real Estate portfolio, including the establishment of capital reserves. She also evaluated various domestic and international portfolios with an emphasis on reducing classified credits. During her tenure, she developed exceptional underwriting and credit skills, knowledge of UCC, Bankruptcy, Real Estate and other legal issues. She also employed various negotiation and consulting techniques, knowledge of regulatory and compliance issues, due diligence and gained other acquisition experience including portfolio and operation integration, and the ability to liaise among multiple constituents including technical, business, customers, community and senior management.

Education:

Master of Science in Management Information Systems, Rensselaer Polytechnic Institute
Graduate level studies in quantitative business analytics
Bachelor of Science, Finance with an Accounting Concentration, Fairfield University

Brian Harris

Brian Harris, Vice President, Strategy

Brian is responsible for and brings the same level of passion and analytic rigor to both our strategy consulting work with our clients and InSource’s strategy. Brian’s background includes a combination of strategic and line management experience with a strong record of successful execution. He is bottom line and results oriented; customer focused; and, delivers excellent client satisfaction scores.

Experience:

Brian’s client work includes the entire spectrum of IT issues on the executive agenda, leading large scale IT transformation programs, and transforming IT capabilities. He has earned his clients’ confidence as a business advisor and program manager, identifying and solving strategic problems and following up with implementation, working at the CEO, COO, CIO, and VP level.

From a business perspective, Brian’s consulting work includes business strategy, return on investment analysis, business process redesign, rigorous financial analysis, mergers/acquisition/divestiture selection, business planning, and profitability modeling. He is a expert in issues on the CIO agenda including IT transformation, cost reduction, strategy and business alignment, demand management and project prioritization, governance, organization, on- and off-shore sourcing, package software implementation, methods, enterprise architecture, standards, and testing. He led an IT transformation that reduced costs by 25% while maintaining service levels and throughput. He often is called upon to facilitate workshops and clearly communicate findings to client executives.

His 20 years of experience in technology and business at world-class organizations spans a range of industries including financial services, healthcare, and high-tech. Before joining InSource, Brian worked at marquee firms Accenture, CSC, Oracle, and Booz.

Education:

Master of Science in Management, Sloan School of Management
Master of Science in Electrical Engineering and Computer Science, MIT
Bachelor of Science in Finance, Wharton School
Bachelor of Applied Science in Computer Science, University of Pennsylvania

Lee Barrett

Lee Barrett SVP, Healthcare Practice

Lee Barrett is a Senior Vice President, and member of InSource’s Senior Leadership team. Lee is responsible for establishing our Healthcare strategy and for driving sales in that line of business.

Experience:

Lee brings with him over 20 years of expertise working for Payers including MassMutual, Travelers, CT Mutual, and Aetna. He has also held senior level positions in national Healthcare practices including Covansys, SAIC, and PricewaterhouseCoopers. He worked for 4 years as the President/CEO of Healthcare product companies including the Medical Banking Exchange (MBEXX), sold to M&I Bank, and Claredi Corp, which was sold to Ingenix (a United Health Group Co.). Lee has also worked as an Executive Vice President for the American Dental Association Business Enterprises Inc. (ADABEI), the for-profit subsidiary of the ADA, where he headed new product development for dental providers.

Lee served as Founder/Chair of the Accredited Standards Committee (ASC), insurance Subcommittee for 8 years, was Chair and on the Board of Directors for the Workgroup for Electronic Data Interchange (WEDI), and also was Executive Director for the Electronic Healthcare Network Accreditation Commission (EHNAC), a non-profit national and federally recognized healthcare accreditation organization.

Lee Barrett also participated as a member of InSource’s advisory committee, and is a nationally recognized healthcare thought leader and presenter at major events, conferences and forums.

Education:

Bachelor of Arts, Western New England College

Steve Lowry

Steve Lowry, Vice President Solutions Design

Steve has extensive corporate and consulting experience with Fortune 500 companies in the Healthcare, Insurance, and Financial Services industries. With a passion for problem solving, he works with our clients to understand their business challenges and collaboratively arrive at solutions that are actionable and deliver value.

Experience:

Steve has led numerous business and technology projects ranging from focused, small teams to the largest, most complex, cross-organizational efforts.
He has significant experience in helping clients establish vision, setting business priorities and aligning business and IT objectives.

He has worked with senior management in delivering Business and IT strategy, portfolio management, planning, as well as across the full systems development lifecycle. Prior to joining InSource, Steve worked for some of the leading consulting firms in the industry, including: Price Waterhouse, KPMG, and BearingPoint.

He has a deep understanding of the healthcare industry and has experience with many of the leading payors including, national, regional, and Blue Cross Blue Shield plans. In the insurance and financial services space, Steve has experience helping clients with new product definition, business process management, and technology integration.

Steve is familiar with a wide variety of technologies and architectures from mainframe legacy environments to open systems to service oriented architectures. He has led numerous software selections, managed vendor relationships and third party systems integrations, and built and integrated a wide variety of software applications and databases.

Steve has established and run program offices, set standards, performed cost benefit analysis, and tracked costs and benefits realization. He is trained in DMAIC principles, including process mapping, root cause analysis, metrics, common/special cause variance and voice-of-the-customer.

Education:

Bachelor of Sciences, Business Administration
Bucknell University
FLMI

Jerry King

Jerry King, Vice President Solutions Delivery

Bring on challenges. Bring on change. Jerry will deliver holistic solutions that work.

Experience:

Involved in a variety of business/technical integration and transformation projects over the last decade, Jerry is an integral InSource leader from concept to completion.

His strong background in situational analysis, business process workflows, systems conversions, tracking and testing coupled with his ability to define new business/technical strategic plans makes him a ‘go to’ leader in the company for many of our consultants.

After a great consulting start with Accenture (formerly Andersen Consulting), Jerry came to InSource to work with senior executives on sensitive issues such as staffing as well as complex issues such as integrating business and technology. Always with a focus on team collaboration, Jerry is our primary driver of our business growth and increased presence in the Boston area.

Education:

BA; Boston College
Shareholder/Portfolio Value Analysis School
Visual Basic, JAVA and JCL Training