Four decades spanning finance operations and ERP — ran the finance function at Corning/Covance through a $15M to $120M scale-up, then built BI and Microsoft Dynamics practices at Lighthouse, nexDimension, Tribridge, and InterDyn BMI before returning operator-side at Fortistar Capital and co-founding Coast.

• Co-founder of Coast Technology Services — launched the firm to pair operator-side financial discipline with Microsoft Dynamics solution architecture
• Director of Applied Technologies at Fortistar Capital — 5 years leading applied technology across a capital firm portfolio
• Built and led Microsoft Dynamics practices at InterDyn BMI and Tribridge — instrumental in Tribridge's Solvers Worldwide Partner of the Year wins in 2014 and 2015, and SL Partner of the Year in 2013
• 14 combined years as Director at nexDimension Technology Solutions and Lighthouse Group — led large-scale financial and process improvement implementations on Microsoft Business Solutions, from business case through delivery
• Financial Manager/Controller at Corning/Corning Hazleton/Covance for 12+ years — scaled the finance function as the division grew from $15M to $120M, compressed monthly close from 18 days to 4 days, and drew external auditor praise as "cleanest set of books they ever audited"
• Studied at Edgewood University

Three decades across corporate law, e-commerce operations, and Microsoft Dynamics strategy — grew Genica Corporation to $175M in annual revenue and INC 5000 status, led Microsoft Dynamics SL practices at Tribridge, and co-founded Coast to bring a legal-plus-operator lens to long-term client relationships.

• Co-founder of Coast Technology Services — launched the firm to bring legal, strategic, and Microsoft Dynamics experience to long-term client growth
• Owner, Director, General Counsel & CIO of Genica Corporation for 13+ years — grew the high-growth e-commerce business to $175M in annual revenue and earned INC 5000 recognition
• Progressed from Practice Manager to Practice Director to Client Partner at Tribridge — led Microsoft Dynamics SL practices over 4+ years
• Practiced corporate and commercial litigation at Best Best & Krieger LLP and Chapin, Fleming & Winet LLP — represented public and private corporations in contract, fraud, and employment matters over 5 years
• Juris Doctor, cum laude, from California Western School of Law (Editor-in-Chief, California Western Law Review and International Law Journal); BS in Accounting from Brigham Young University; NITA Advocate certified; full professional Spanish proficiency

Technical Lead at Coast responsible for building internal AI-powered tooling and automation that accelerates the firm's ERP consulting work. Full-stack developer focused on AI/LLM integration, cloud infrastructure, and DevOps.

• Leads internal development of AI-powered tools supporting Coast's consulting operations
• Builds and maintains automation infrastructure for ERP implementation workflows
• Designs and operates Coast's cloud infrastructure and deployment pipelines
• Integrates AI/LLM capabilities into consulting delivery processes
• Full technical ownership of Coast's development stack

Microsoft Dynamics SL specialist with 20+ years of implementations behind her — including 12 years at Tribridge followed by Manager at DXC and System Architect at ENAVATE. Brings industrial-engineering discipline to financials, integration, and business process work.

• Dynamics SL Consultant at Coast Technology Services for 5+ years — leads Microsoft Dynamics SL implementations across financials, integration, and business process work
• Dynamics SL System Architect at ENAVATE — designed Microsoft Dynamics SL implementations across New England
• 12+ combined years at Tribridge and DXC Technology (through DXC's acquisition of Tribridge) — progressed from Senior Consultant to Manager, specializing in Microsoft Dynamics SL engagements
• BS in Industrial and Manufacturing Engineering from University of Rhode Island

Gena is a seasoned FP&A solutions architect and data integration specialist with deep expertise in bridging financial systems, operational platforms, and enterprise reporting environments. At Coast Technology, she designs and delivers end-to-end analytics solutions that transform complex, siloed data into actionable financial intelligence for decision-makers across multiple industries.

Her work spans the full lifecycle of FP&A solution delivery — from architecting data warehouses and building SQL-based ETL pipelines to designing and configuring enterprise budgeting and reporting platforms. Gena specializes in consolidating data across diverse source systems, including ERP platforms like Microsoft Dynamics SL, Microsoft Dynamics GP, NetSuite, and Acumatica, as well as operational systems such as SCADA, unifying that data into centralized reporting environments that serve both finance and operations teams.

She brings particular depth in distribution data structures and distribution-focused ERPs, enabling organizations to bridge the gap between operational workflows — inventory management, order fulfillment, warehousing, and supply chain — and the financial reporting that drives strategic decisions. She has designed solutions for organizations with hundreds of entities, managing the complexity of multi-entity consolidation, dimensional alignment, and cross-platform data integrity at scale.

• Design, configuration, and deployment of Solver for enterprise FP&A budgeting, forecasting, and management reporting
• Deep expertise in distribution ERP data structures, delivering unified operational and financial reporting across inventory, order management, warehousing, and supply chain functions
• Architecture and development of SQL Server data warehouses integrating financial and operational data sources
• Custom SQL and SSIS-based ETL development for cross-platform data extraction, transformation, and loading
• Power BI report and dashboard development including gateway configuration, composite models, and Direct Query integrations
• ERP data integration across Microsoft Dynamics SL, Microsoft Dynamics GP, NetSuite, Acumatica, and other enterprise financial systems
• SCADA-to-data-warehouse integration, enabling operational data to be matched with ERP financial data for unified analysis
• Personnel budgeting and workforce analytics reporting with complex variance analysis
• Anaplan platform advisory and implementation support

• Bachelor of Arts in Accounting, Georgia State University
• Former Senior Manager at Tribridge (Microsoft Dynamics practice)
• Former Financial Systems Manager at Noble-Interstate Management Group — owned Dynamics SL, SQL Server, and integrated financial systems operations
• Led Dynamics SL team as Director of Client Care at OmniVue Business Solutions

Focused on technical configuration and post-go-live optimization, ensuring clients get maximum value from their ERP investment.

Accountant-turned-solutions-architect specializing in Microsoft Dynamics SL integrations, SSRS and BI360 reporting, and the variance analysis tooling that helps finance teams own the close.

• Solutions Architect at Coast Technology Services for 6+ years — designs Microsoft Dynamics SL integrations, reporting, and analysis for Coast's implementations
• 6 combined years as Senior Consultant at Tribridge and DXC Technology (through DXC's acquisition of Tribridge) — Microsoft Dynamics SL engagements across mid-market and enterprise clients
• Senior Accountant at RedPrairie — owned month-over-month and quarter-over-quarter variance analysis for monthly executive staff meetings, bringing operator-side experience into her later solutions architecture work
• Studied at Auburn University

Has founded and scaled an ERP firm from startup to acquisition, stood up verticalized GTM practices inside two consulting firms, and now leads Coast's commercial strategy — combining controller-level financial discipline with ERP solution architect credibility.

• Co-founder and Chief Sales Officer of AdaptaLogix — scaled annual revenue from $500K to $10M at 275%+ YoY, reached #863 on the Inc. 5000 in 2021 and exited via acquisition by BDO
• Solutions Architect at SSi Consulting for Microsoft Dynamics SL — top performer every year; specialized in US Government Contracts, nonprofits, and project-based services
• Director of Accounting and I/S at the National Science Teachers Association ($20M+ association); earlier Controller at Kaiser Associates leading US and UK F&A with global Microsoft Dynamics rollouts across the US, UK, South Africa, and Brazil
• Solution Consultant & Business Development Manager at Tribridge — built the federal/DCAA-focused Microsoft ERP vertical from $0 to $3M in the first 12 months
• Studied Economics at George Mason University and Mechanical Engineering at Virginia Tech

Built Coast's marketing function from the ground up — four-plus years shaping brand, digital campaigns, content strategy, and the positioning that reaches the office of the CFO.

• Head of Marketing at Coast Technology Services for 4+ years — built the firm's marketing function from the ground up, owning brand, digital campaigns, content, and positioning targeted at the office of the CFO
• Drove and sustained 95% occupancy at 63 Center Apartments through targeted digital marketing campaigns and customer engagement
• Contributing Editor at Odyssey Online — wrote, edited, and marketed weekly original content, consistently earning top social share performance on her editorial team
• BA in Business, Management, and Marketing from Brigham Young University – Idaho (also studied at Brigham Young University – Hawaii)