Gary Schermerhorn is retired from a 25-year career at Goldman Sachs & Co. Gary started as a programmer, and over the years managed technology platforms in virtually every Goldman line of business. In 2000, Gary was made a partner, and in 2007, co-CIO of the Technology Division. Gary has extensive experience managing investment banking applications, technical infrastructure including data centers, networking, and information security, and large-scale technology labor management particularly outsourcing. Gary also has global experience, having spent years living and working in Asia, and continuously managing, and expanding Goldman’s global footprint. Prior to Goldman, Gary was a Manager in the Miami office of Andersen Consulting (now Accenture) for several years.
Gary graduated from Harvard University with a bachelor’s degree in Computer Science in 1985.
Lee Gartley is a seasoned business executive with a deep background in starting and growing analytic-oriented businesses. Lee is currently Chairman of the Board of a personalized health analytics company called Segterra – their inaugural product, the InsideTracker platform, analyzes and tracks key biochemical and physiological markers as they change over time and uses sophisticated algorithms and large scientific databases to determine optimal zones for each user’s markers.
From 1998-2010 Lee served as president of Target Software and Target Analysis Group, two sister companies that provide CRMa and analytic solutions to large scale non-profit organizations. Lee grew the organization from near start-up to a successful sale and integration with Blackbaud. During his tenure, Lee developed and launched a number of analytic products and services that grew to market leadership positions including BI/reporting tools and analytic models used to improve donor cultivation.
Lee has a Bachelor of Science degree in Physics from Bowdoin College and a Masters in Management from the Kellogg School at Northwestern University.
Jeffery Moore, PhD joined the faculty at Stanford’s Graduate School of Business (GSB) in 1972 after more than 10 years work as a Communications Engineer, Computer Systems Analyst, and Management Analyst. Until his retirement in 2010 as a Senior Lecturer, he designed and taught Business Analytics courses as a member of the GSB’s Operations and Information Technology (OIT) faculty. This included graduate-level courses in decision modeling, simulation, data analysis, and IT. In his research, he concentrated on applications of business analytics and IT use by senior executives. He continues to consult both nationally and internationally in the strategic use of IT, evaluating the management and use of IT, and business analytic applications for decision support.
From 1979 to 1999 he was also the GSB’s CTO as Assistant Dean for Computer and Information Systems and more recently he created and directed TELL, the Technology Educational Learning Laboratory, a GSB facility devoted to giving entrepreneurial students hands on exposure to IT software development and to hosting their prototype applications.
A gifted educator, he taught in several of the GSB’s Senior Executive programs, was the senior co-author of two leading graduate-level textbooks in business analytics, and was a three-time recipient of the GSB’s annual Sloan Distinguished Teaching Award.
Dr. Moore received a BSEE degree with specialty in digital circuit design from the University of Cincinnati, a joint MBA/MCS degree from the Mays Business School at Texas A&M University, and a Ph.D. in Business from the Haas School of the University of California at Berkeley. He also holds a Professional Engineer certification (E.E., Ohio).
James Keller began a career in equity research at Sanford C. Bernstein. He has worked at several investment management firms after Bernstein covering technology, business services, and industrial companies around the world. He is currently a partner with Cato Partners, an equity management firm in New York with five year track record of market out-performance.
James has a Bachelor of Arts degree in Economics from Harvard College and an MBA in Strategic Planning from the Wharton School.
CRMa, LLC provides a comprehensive array of credit related products, custom software, and consultative and analytic services. We deliver this “a la carte” and in seamless integration for lending institutions throughout the United States and beyond. Our goal is to identify credit risk objectives, optimize decision making and increase net returns.
Our breadth of expertise combines credit training, underwriting intelligence, policy and regulatory maintenance, loan-to-portfolio risk review and due diligence.Our goal is two-fold: