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Executive Biographies Lisa David
Partner eCapital Advisors As a Partner at eCapital Advisors, Lisa shares the overall responsibility for managing the day-to-day operations of the Performance Management consulting firm. She is primarily focused on performance management strategy, software sales and solution delivery for clients and prospects. eCapital provides client solutions with Cognos, Hyperion and Microsoft applications servicing over 100 customers nationwide. Lisa joined the firm in July 2002. Prior to joining eCapital Advisors, Lisa worked as an audit manager for seven years with Arthur Andersen in the Minneapolis office. She primarily served clients in the manufacturing, high technology and consumer products industries. In addition to serving the technical and reporting needs of her attest clients, Lisa also worked on several debt and equity offerings. Lisa graduated from the University of Northern Iowa with a B.A. in Accounting. CPA certification. Jim Plantan Partner eCapital Advisors As a Partner at eCapital Advisors, Jim shares the overall responsibility for managing the day-to-day operations of the Performance Management consulting firm. He is primarily focused on operations, administration, strategic alliances and business development, as well as supporting client engagements. eCapital Advisors has strategic alliances with Microsoft, IBM, and Oracle. Jim was an original investor and advisor of the firm in 2001 and joined full-time as a Partner in January, 2004. Prior to joining eCapital Advisors, Jim worked for industry leading technology companies, including Fair Isaac Corporation, Prime Response, and Information Advantage. At these companies he was responsible for managing strategic accounts, business development and alternate channels of distribution. As part of the executive team at Prime Response, Jim was instrumental in the company’s global rollout and initial public offering. Previously, Jim worked for 10 years in retail and direct marketing where he held various merchandising and operations positions with Damark International and CVN Companies, Inc. Jim started his career at Andersen Consulting (now Accenture) where he spent eight years as a manager specializing in retail sales and inventory systems for a variety of major retailers. Jim graduated from Matt Frederick Partner eCapital Advisors Matt is a Partner at eCapital Advisors and has been managing Cognos Corporate Performance Management implementations for five years. Matt has a strong technical background with expertise in financial and human resource applications. Matt has managed Cognos CPM implementations at some of the largest companies in the Prior to joining eCapital Advisors, Matt was a Manager at Accenture in their PeopleSoft Organization for five years. During this time Matt was a part of many large and complex ERP implementations. Matt holds B.A.’s. in Computer Science and Economics from the Steve Whinnery
Partner eCapital Advisors Steve is a Partner at eCapital Advisors and an original employee, joining the firm in 2001. He possesses a strong IT consulting background with experience in technical architecture and financial applications. Steve has extensive project management and leadership skills which he has gained from leading numerous software implementations across many diverse industries including Manufacturing, Retail and Healthcare. Steve has extensive design and development skills with Cognos Enterprise Planning software applications. He is also experienced with Hyperion Planning and Essbase including: Web forms, calc scripts, HAL, load rules, business rules and security. Prior to joining eCapital Advisors, Steve was part of the technical architecture team at Andersen Consulting which supported multiple large PeopleSoft ERP applications. Steve holds a Bachelor of Science in Business Management, Marketing and Entrepreneurship from the University of Wisconsin – Eau Claire. Chris Monks Regional Manager
eCapital Advisors
As a Regional Manager at eCapital Advisors, Chris shares the overall responsibility for new business development and solution delivery for prospects and clients. He is primarily focused on assisting client with their performance management (PM) strategy, along with providing the software and services required to support their PM strategy. eCapital Advisors partners with Cognos, Hyperion and Microsoft to provide solutions for over 100 clients nationwide. Chris joined the firm in January of 2007 and has leadership responsibilities for the eCapital Advisors office located in St. Louis, MO. Chris came to eCapital Advisors with over 11 years of enterprise sales experience and 12 years of I.T. experience. Prior to joining eCapital Advisors, Chris worked in the role of Enterprise Account Executive for Cognos and IBM, with responsibilities in the Midwest.
Chris attended the University of Missouri and holds a B.A. in Business from Lindenwood University.
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