THE TEAM

TOM CATES

Chairman

As President of Brookeside, Tom Cates has established a research-based approach to uncovering the true value of a client relationship. As counsel to a wide array of industries and organizations, he helps companies tackle real issues like market research, customer satisfaction, retention and loyalty, process improvement and change management. Tom is the author of three books and a recognized speaker at many events each year, known for his natural storytelling that also inspires audiences to achieve better client relationships.

Tom will tell you that by leading Brookeside and helping our clients achieve their relationship goals, he is “living the dream.”

978-451-6156

RICK BIERWAGEN

Senior Consultant

Rick Bierwagen leads training and consulting initiatives in areas such as business development, client service process, field engineering, management development, and efficiency.

Aside from his extensive experience in sales, marketing and business development, Rick is a recognized speaker at several industry events and also guest lectures at MIT’s Sloan School of Executive Education.

​

978-451-6290

​

​

​

JEFF DODGSON

Senior Consultant

Jeff brings his extensive experience in sales and sales management to The Brookeside Group. Jeff specializes in delivering tailored training programs that engage sales organizations to improve their client relationships.

Our resident leisure expert, you can always rely on Jeff for a restaurant recommendation for your next travel destination. He keeps the team and our clients laughing with his clever jokes and sarcastic quips.

​

978-451-6156

​

MEGAN DEGUGLIELMO

Strategy & Client Service Manager

Megan DeGuglielmo is the Strategy & Client Service Manager of The Brookeside Group, where she serves as the head project manager for all training and consulting initiatives. She leads and assists in strategy and facilitated group sessions, bringing a strong background in process re-design and building organizational capacity. Her top-notch instructional design skills ensure any training development project she’s leading will be successful in both content and aesthetic. She currently serves as the client service manager for tenured Fortune 500 client and manages a team of Associates.

​

978-451-6185

​

CAROLYN VASQUEZ

Senior Associate Consultant

Carolyn is responsible for the content design and delivery of best-in-class learning and development programs. Trained as an Organizational Psychologist, Carolyn partners with our clients to provide insight, expertise, and solutions that drive performance, enhance professional development, and build organizational capabilities that align with business needs.

Prior to joining The Brookeside Group, Carolyn worked in a variety of roles within the financial services, e-commerce, and non-profit sectors. Carolyn holds a Masters in Organizational Psychology and a Bachelor of Arts in Classical Studies from the University of Pennsylvania.

​

978-451-6285

​

STEPHANIE LANE

Associate

Stephanie is responsible for supporting the development and implementation of The Brookeside Group's workshop offerings. She draws on her background in customer success and conflict resolution to provide a seamless end-to-end workshop experience and to enhance participant development through tailored insight and facilitation.

Prior to joining The Brookeside Group, Stephanie worked in a variety of roles within the international education industry, where she gained specific experience in customer success, recruiting, and crisis management. Stephanie holds a Bachelor of Arts in Organizational Communication with a concentration in Training and Development from Northeastern University.

​

798-451-6284

​

ALLIE SANTIS

Associate

Allie graduated from Colgate University and then headed to Europe to work as a teacher in Lyon, France.

She appreciates all things French, and she’s always trying new restaurants. Next thing she’s crossing off her bucket list is climbing Machu Picchu.

​

978-451-6179

​

MELISSA MALLOY

Of Counsel

Melissa Malloy, President and CEO of Pathway Advising, LLC, brings over 20 years of experience in the global payments space. She consults with B2B companies specializing in Client Experience Management, Strategic Planning, Leadership Development & Executive Coaching, Process Improvement, and Employee Engagement. She works with all levels of leadership to deliver on their brand promise, make customers for life, and create highly engaged leaders and teams.

​

BRIAN SHEPHERD

Of Counsel

Brian’s experience spans all levels of management across three continents. Today, he consults for management, C-suite and board members in the financial services, pharmaceutical, automotive, broadcast and media industries, helping B2B organizations understand their client relationships.

PETER SYMONDS

Of Counsel

Peter is the former Head of Strategy and Development, Asset Finance Division at Lloyds TSB Group, he was a leading member of the team that built one of the largest and most successful consumer finance businesses in the UK. Using his executive experience, Peter is able to successfully consult at any level of management, helping companies achieve greater retention and revenue from existing client relationships.

ANDREW SHAW

Of Counsel

Andrew Shaw, Founder and Managing Director of Business Services Growth (BSG) in the U.K., has developed a partnership with Brookeside into a highly successful consultancy of his own. Since its launch in 2011, BSG has combined the patented SalesEquity.com platform with a number of its own service elements to build a compelling force for helping companies accelerate revenue growth. Andrew now advises a number of businesses on growth capability assessment, growth strategy and planning, finding new leads, winning more contracts and retaining clients, with a special focus on facilities management.

DREW NAMIOT

Of Counsel

Drew Namiot, Founder and Managing Partner of PragmAdvisors is a senior level strategy, marketing and business development executive with over 20 years, in both corporate and consulting roles, consistently and pragmatically achieving bottom line growth through go-to-market, product and service innovations that leverage opportunities in core, adjacent and new markets. Drew has leveraged this expereince into a succesful partnership with The Brookeside Group, Inc.