Management Team

{Proven Leaders
Dedicated to Success}

Our Leadership Team

Our leadership team consists of industry leaders with proven track records in their area of expertise that have come together to ensure we deliver on our promises to our customers.  This team is dedicated to the success of our clients and the satisfaction of our employee customers.

  • Joe _jackson
    Joe Jackson

    Chief Executive Officer

    Joe Jackson joined WageWorks as Chief Executive Officer and Board of Directors member in 2007. He has more than 30 years of executive experience in the financial services industry. He joined First Data Corporation, one of the world's largest payment processing companies, in 1983. He held a series of increasingly senior positions over the next 23 years, including Senior Vice President, Managing Director, and President for First Data Europe in the United Kingdom. He also served as President of Western Union Commercial Services, a subsidiary of First Data. He has previously served on the Board of Directors of Paymentech, Inc., and e-Duction, Inc. Joe has a B.S. in business administration from the University of Nebraska.
  • Rich Greendsc
    Rich Green

    Chief Financial Officer

    Rich Green joined WageWorks as Chief Financial Officer in 2008. His 25 years of experience include CFO positions at Vertex Business Services N.A., a leading global outsourcing company, and at the Utility Services Division of Alliance Data Systems, a provider of loyalty marketing solutions derived from transaction-rich data. Rich holds a Masters in Computer Systems Management from Creighton University and an M.B.A. and a B.S.B.A. from the University of Nebraska.
  • Edgar _Montesdsc
    Edgar Montes

    Chief Operating Officer

    With more than 30 years of business service operations experience, Edgar Montes joined WageWorks in 2006 as Vice President of Operations. He served as Senior Vice President of Service Delivery Operations and Senior Vice President of Service and Operations from 2007 to 2012. He became WageWorks Chief Operations Officer in 2012. He held a variety of leadership positions in finance, reengineering, operations, and customer and client services over the course of 24 years with American Express. Edgar has a B.S. in accounting, a B.S. in real estate, and an M.B.A. from Arizona State University.
  • Kim _Jacksondsc
    Kim Wilford

    Senior Vice President, General Counsel & Corporate Secretary

    Kim Wilford joined WageWorks in 2008. She served as Senior Corporate Counsel for Aricent Inc., a leading communications software company, and as Associate General Counsel for KLA-Tencor Corporation, a provider of yield management and process control solutions for semiconductor manufacturing and related industries. Kim holds a J.D. from the University of the Pacific, McGeorge School of Law, and a B.A. in political science from the University of California, Santa Barbara.
  • Britta _Meyerdsc (1)
    Britta Meyer

    Chief Marketing Officer

    Britta Meyer joined WageWorks as Chief Marketing Officer in 2012. She leads the company's overall marketing strategy and execution, driving market positioning, market share, and participant growth. Her 20 years of experience includes marketing and executive leadership positions at social, mobile, and cloud-based b2b2c enterprise technology providers, such as Socialtext, a leading collaboration solution; and Topica, an email marketing solutions provider. Britta received her degree in European business studies (Dipl. Kauffrau) from the University of Applied Sciences FH Osnabrueck, Germany.
  • Cliff _Dodddsc
    Cliff Dodd

    Senior Vice President, Strategic Integrations

    Cliff Dodd joined WageWorks in 2008. Cliff is responsible for our integration initiatives across Commuter, COBRA, Corporate IT and future acquisitions. He originally developed the company’s overall technology strategy and led the teams that provide development, delivery, and support for the company’s client-facing products and internal infrastructure. His 30 years of technology experience includes serving as CIO for Ameritech, Qwest Communications, and Kaiser Permanente and an executive leadership role at American Express. Cliff has a B.A. in sociology from Ohio State University.
  • Headshot DAN
    Dan Neuburger

    President, Commuter Services

    Dan Neuburger joined WageWorks in 2012 through the acquisition of TransitCenter, Inc., a commuter benefits company, where he served as Chief Executive Officer. Today Dan is responsible for setting the strategic direction for the WageWorks commuter benefit business portfolio. His background includes holding senior executive positions at Today’s Staffing, Cendant, and American Express. Dan has B.B.A. in finance and an M.B.A. from The George Washington University.
  • Jim _Lynchdsc
    Jim Lynch

    Senior Vice President of National Sales

    With more than 20 years of consumer-directed healthcare industry (CDH) experience, Jim Lynch is responsible for all direct employer sales for WageWorks. He was President/Owner of Planned Benefit Systems, Inc., a successful CDH benefits administrator, for nine years before it was acquired by WageWorks in 2010. He is a Certified Employee Benefit Specialist and a member of the International Society of Certified Employee Benefit Specialists. Jim attended the University of Colorado, Wharton School, and University of Pennsylvania.
  • Jody _Dieteldsc
    Jody Dietel

    Chief Compliance Officer

    Jody Dietel joined WageWorks in 2008 through the acquisition of Creative Benefits, Inc., a consumer-directed healthcare benefits company she founded and managed for nearly 20 years. She navigates the maze of federal and state regulations and serves as a liaison between WageWorks and key industry groups and governing bodies. Her experience includes leadership roles at Prudential Insurance Company of America and the Wyatt Company (now Towers Watson). She is a member and former president of the Special Interest Group for IIAS Standards and a board member of the Employers Council of Flexible Compensation. Jody has a B.A. in psychology from Bethel University.
  • John _Dohenydsc
    John Doheny

    Senior Vice President of Enterprise Sales

    John Doheny began his career at WageWorks in 2006 where he established himself as a successful and innovative leader and created a culture based upon customer success and strong relationships with the broker and consulting community. He and his team are responsible for working with current and prospective WageWorks clients, consultants, and strategic partners in the Fortune 1000 market. Prior to joining WageWorks, John spent 17 years in various sales leadership roles in the software and technology industry. John is a graduate of Fairfield University where he received a B.S. in business management and economics.
  • JUILE NEW IMAGE
    Julie Iskow

    Senior Vice President, Chief Information Officer

    Julie Iskow is responsible for the company’s overall technology strategy and leading the teams that develop, deliver, and support the company’s client-facing products, internal infrastructure, and corporate applications. She joined WageWorks as Vice President of Product Development in 2006 and became Senior Vice President in 2012. Julie’s 20 years of technology leadership experience also includes Vice President of Engineering positions at Asyst Technologies and GW Associates, where she led the design and development of factory automation software for high-tech manufacturing. Julie holds a B.S. from University of California Berkeley and an M.S. from University of California Davis.
  • May _Speckdsc
    May Speck

    Senior Vice President, Human Resources

    May Speck joined WageWorks in 2008. She served as Director of Global Human Resources of Zilog, Inc.; as Project Manager for the restructuring of North America Hallmark Cards, Inc.; and as Human Resources & Organizational Consultant responsible for the strategic alignment of people systems in Hallmark’s IT Division. She has a Senior Professional Human Resources certification and is President Elect of the Northern California Human Resources Association Board of Directors. May holds an M.S. in human resources from Loyola University, Chicago and a B.S. from the University of Illinois, Champaign-Urbana.
  • Michael _wilsondsc
    Michael Wilson

    Senior Vice President, Corporate Development

    Michael Wilson joined WageWorks in 2007. He is responsible for strategic corporate development activities, with a focus on the identification, acquisition, and integration of acquisitions and partnerships. Prior to WageWorks, he served as Vice President, Corporate Development at Alliance Data, a provider of loyalty, marketing and payment solutions, and Principal at eOne Global, a venture partnership between First Data Corporation and iFormation Group. In addition, he has held senior positions at First Data Resources, First Data International, and Booz-Allen & Hamilton. Mike has a B.A. in economics and mathematics from Northwestern University and an M.B.A. from Harvard University.
  • Miles _Rossdsc
    Miles Ross

    Senior Vice President and General Manager, Small/Mid-Market Business

    Miles Ross has nearly 25 years of experience in the Consumer-Directed Benefits industry. He leads the company’s strategy to expand revenue and deliver services to small/mid-market business employers through distribution partnerships with health plans, worksite marketers, insurance brokers, payroll providers, financial institutions, and third-party administrators. He joined WageWorks in 2007 when the company acquired MHM Resources, Inc., a leading provider of CDB services and proprietary technology for small/mid-market businesses. Miles holds a B.S. in business administration from the University of Missouri and is a C.P.A.

Board of Directors 

  • Joseph L. Jackson

    Chief Executive Officer

    Joseph L. Jackson has served as our Chief Executive Officer, and as a member of our Board, since February 2007. Prior to joining us, Mr. Jackson served in various roles at First Data Corporation, a provider of payment processing services, from January 1983 until March 2006, most recently as President of Commercial Services for its Western Union subsidiary. Mr. Jackson holds a B.S. in Business Administration from the University of Nebraska. We believe that Mr. Jackson possesses specific attributes that qualify him to serve as a member of our Board, including his past business experience and his perspective as our Chief Executive Officer, which brings operational expertise to our Board.
  • Richard M. Berkeley

    Independent Director

    Richard M. Berkeley has served as a member of our Board since March 2005, and as a member of our nominating and corporate governance committee since July 2005. Mr. Berkeley has served as a consultant and venture partner of Camden Partners Holdings, LLC, a growth private equity firm, since July 2013, and previously served as a managing member of Camden Partners from October 2002 to June 2013, where he focuses on investments in the business and financial services, healthcare and education markets. Prior to joining Camden Partners, Mr. Berkeley spent 19 years with Alex. Brown & Sons, Incorporated and its successor organizations, Bankers Trust Corporation and Deutsche Bank Securities, Inc., where he was responsible for the origination, structuring and consummation of private equity financings for public and private companies. From December 2005 to June 2012, he served on the board of directors of RealPage, Inc., a leading provider of on demand software solutions for the rental housing industry, and has served or is serving on the boards of directors of a number of private companies, educational institutions and charitable organizations. Mr. Berkeley served as an officer in the United States Air Force between 1974 and 1976. He received an M.B.A., a J.D. and a B.A. in History from the University of Virginia. We believe that Mr. Berkeley possesses specific attributes that qualify him to serve as a member of our Board and to serve as a member of our nominating and corporate governance committee, including his extensive experience in business and investing and knowledge of equity financings.
  • Thomas A. Bevilacqua

    Managing Director, VantagePoint Capital Partners

    Thomas A. Bevilacqua has served as a member of our Board since November 2009, as a member of our compensation committee since February 2010 and as a member of our nominating and corporate governance committee since February 2011. Mr. Bevilacqua has served as a Managing Director with VantagePoint Capital Partners, a venture capital firm, since November 2007, where he focuses on investments in the Internet and information technology market. Prior to joining VantagePoint, Mr. Bevilacqua served as Executive Vice President of E*TRADE Financial from 1997 to 2002, where he served in a variety of operational roles and established E*TRADE’s acquisition and investment strategies. While at E*TRADE, Mr. Bevilacqua founded ArrowPath Venture Partners, an early stage venture capital fund that was later spun out from E*TRADE, and served as the Managing Partner of that firm from 1999 to November 2007. Mr. Bevilacqua was previously a partner at two leading Silicon Valley law firms, Brobeck, Phleger & Harrison LLP and Orrick, Herrington & Sutcliffe LLP. Since April 2011, Mr. Bevilacqua has served on the board of directors of Gain Capital Holdings, Inc., a provider of online foreign exchange trading services, and has served or is serving on the boards of directors of a number of private companies. Mr. Bevilacqua received a J.D. from the University of California, Hastings College of the Law and a B.S. in business administration from the University of California at Berkeley. We believe that Mr. Bevilacqua possesses specific attributes that qualify him to serve as a member of our Board and to serve as a member of our compensation committee and nominating and corporate governance committee, including his knowledge of technology investments and Internet services, his financial literacy and his general business and legal experience.
  • Bruce G. Bodaken

    Independent Director

    Bruce G. Bodaken has served as a member of our Board since November 2005, as Chairman of our audit committee since May 2009 and as a member of our audit committee since February 2006. From January 2000 to December 2012, Mr. Bodaken served as the Chairman and Chief Executive Officer of Blue Shield of California. Mr. Bodaken has been on the board of directors of Rite Aid Corporation since May 2013. He also serves on the board of the Institute of Medicine’s Roundtable on Value and Science-Driven Healthcare, and is a visiting scholar at Brookings Institution in Washington, DC. Mr. Bodaken recently joined the faculty at University of California, Berkeley, in the Division of Health Policy Management. He is a co-author (with Robert Fritz) of The Managerial Moment of Truth, published by Simon & Schuster (Free Press) in 2006. He taught Philosophy at the college level before embarking on a career in health care. Mr. Bodaken holds an M.A. in Philosophy from the University of Colorado and a B.A. in Philosophy from Colorado State University. We believe that Mr. Bodaken possesses specific attributes that qualify him to serve as a member of our Board and to serve as Chairman of our audit committee, including his extensive business experience as an executive in the health insurance industry.
  • Mariann Byerwalter

    Chairman, JDN Corporate Advisory, LLC

    Mariann Byerwalter has served as a member of our Board since May 2010 and as a member of our audit committee since May 2010. Ms. Byerwalter has been the Chairman of JDN Corporate Advisory LLC, a privately-held advisory services firm, since October 2001. Ms. Byerwalter served as Chief Financial Officer and Vice President for Business Affairs of Stanford University from February 1996 through February 2001. Prior to joining Stanford University, she was a partner and co-founder of America First Financial Corporation from 1987 through January 1996. Ms. Byerwalter served as a member of the board of directors of PMI Group, Inc., a provider of residential mortgage insurance, from May 2001 until March 2009. Ms. Byerwalter currently serves on the boards of directors of certain investment companies affiliated with Charles Schwab Corporation, Redwood Trust, Inc., Pacific Life Corporation and Burlington Capital. Ms. Byerwalter also serves on the board of directors of SRI International, and has served as the Chair of the Board of Directors since January 1, 2014. She served as a director on the board of the Stanford Hospital & Clinics, and served as its Chairman from January 2006 through December 31, 2013. She serves as a director of the Lucile Packard Children’s Hospital. Ms. Byerwalter received an M.B.A. from Harvard University and a B.A. in Economics and Political Science/Public Policy from Stanford University. We believe Ms. Byerwalter possesses specific attributes that qualify her to serve a member of our Board and to serve as a member of our audit committee, including her experience as a company executive and her financial and accounting expertise with public companies.
  • Jerome D. Gramaglia

    Independent Director

    Jerome D. Gramaglia has served as a member of our Board since November 2002, as a member of our compensation committee since October 2003 and as Chairman of our compensation committee since February 2006. Mr. Gramaglia is a private investor/advisor to consumer-oriented technology start-ups. From March 2011 to July 2011, Mr. Gramaglia served as interim Chief Executive Officer and President of Acxiom Corporation, a leading provider of marketing data, services and technology. Mr. Gramaglia previously served as Partner for ArrowPath Venture Partners and as President and Chief Operating Officer for E*TRADE Group, Inc., a leading provider of electronic financial services. Mr. Gramaglia has also served on the boards of directors of Coldwater Creek, a national retailer of women’s apparel, from June 2004 to September 2013, and Acxiom since August 2009, where he currently serves as Non-Executive Chairman of the Board. Mr. Gramaglia received a B.A. in Economics from Denison University. We believe Mr. Gramaglia possesses specific attributes that qualify him to serve as a member of our Board and to serve as Chairman of our compensation committee, including his experience in various executive roles of a public company, his service on the boards of directors of other public companies and his marketing, financial, technology and management expertise.
  • John W. Larson

    Independent Director

    John W. Larson has served as a member of our Board since June 2000, as Non-Executive Chairman of our Board since July 2006 and as Chairman of our nominating and corporate governance committee since February 2006. Mr. Larson retired as a partner at the law firm of Morgan, Lewis & Bockius LLP in December 2009, which he joined in February 2003. Mr. Larson served as partner at the law firm of Brobeck, Phleger & Harrison LLP from 1969 until retiring in January 2003, except for the period from July 1971 to September 1973 when he was in government service as Assistant Secretary of the United States Department of the Interior and Counselor to George P. Shultz, Chairman of the Cost of Living Council. From 1988 until March 1996, Mr. Larson served as the Chief Executive Officer for Brobeck. Mr. Larson has served on the board of directors of Sangamo Biosciences, Inc., a biotechnology company focusing on zinc finger DNA-binding proteins, since January 1996. Mr. Larson has served on the board of directors of Needham Funds since 2006. Mr. Larson received an L.L.B. from Stanford Law School and a B.A., with distinction, in Economics from Stanford University. We believe Mr. Larson possesses specific attributes that qualify him to serve as a member of our Board and to serve as Chairman of our nominating and corporate governance committee, including his extensive legal career and business background and his experience on the boards of directors of numerous public and private companies.
  • Edward C. Nafus

    Independent Director

    Edward C. Nafus has served as a member of our Board since August 2010, as a member of our compensation committee since August 2010 and as a member of our audit committee since February 2012. From April 2005 until his retirement in December 2007, Mr. Nafus served as President and Chief Executive Officer of CSG Systems International, Inc., a leading provider of customer interaction management solutions to the North American market. Mr. Nafus joined CSG Systems in August 1998 as Executive Vice President and became President, Convergent Services and Solutions Division in January 2002. From 1992 to 1998, he served as Executive Vice President of First Data Resources, Chief Executive Officer of First Data Resources Limited and President of First Data International. From 1984 to 1992, he served as President of First Data Resources and Executive Vice President of First Data Corporation. From 1971 to 1978, Mr. Nafus worked in sales management, training and sales for Xerox Corporation. From 1966 to 1971, Mr. Nafus was a pilot and division officer in the United States Navy. Mr. Nafus received a B.S. degree in Secondary Education from Jamestown College. We believe Mr. Nafus possesses specific attributes that qualify him to serve as a member of our Board and to serve as a member of our compensation and audit committees, including his experience as an executive and board member of a public company and general business experience.