Forward-Thinking Leadership
The NES Financial management team is comprised of a seasoned group of professionals with a solid track record of leadership with leading-edge companies in the fields of technology, finance, law, consulting and public service.
Michael Halloran
President and CEO
Michael drives the leadership and focuses strategic vision for NES Financial. His passion for consumer protection has defined the company’s products and services; he has emerged as a leading voice for consumer advocacy in the 1031 industry and led the company to design solutions that ensure financial security, transparency, and compliance. With an impressive track record in building high-growth organizations, Michael provides considerable expertise in enterprise-class real-time technology solutions for financial risk management, compliance, sales, and marketing. Michael’s background includes developing marketing strategies for Intel, Microsoft, Charles Schwab, Nikon and other major US corporations.
Dan Yoder
Chief Operating Officer
Dan joined NES Financial with more than 30 years of broad operating experience with client engagements for a wide range of private and public companies, including IBM, HP, Nokia, Ericsson and Samsung. Most recently serving as COO of IC Media, Dan focuses on the deployment and management of mission-critical infrastructure, corporate operations, and compliance management at NES Financial.
Stephen N. Gray
Chief Financial Officer
Stephen has over 20 years of experience in accounting, operations and finance for equipment leasing, transportation, and financial companies both private and public. He was most recently CFO at Seacastle Inc., where he recapitalized the company, instituted consistent monthly close and management reporting process, and established “best practices” in financial disciplines and systems to support double-digit growth. He previously held the CFO position at Resun Corporation, Mellon US Leasing and Boeing Capital. Stephen is well versed in Sarbanes-Oxley compliance regulations and is Series 7 and 63 General Securities NYSE/NASD registered. He received an MBA in Finance and Accounting from Amos Tuck School of Business Administration at Dartmouth College and a BA in Economics from Stanford University.
Reid Thomas
Executive Vice President Worldwide Sales and Marketing
Reid is responsible for global sales and marketing at NES Financial. He brings over 20 years of experience in sales and marketing at both private and public companies, and has held executive sales and marketing positions at other high growth Silicon Valley companies including Sylantro Systems, an industry pioneer in Voice Over IP, VINA Technologies, where he significantly increased the company’s revenues and market share leading to a successful IPO in 2000, and Octel Communications, which was acquired by Lucent Technologies. Most recently Reid served as SVP of Global Sales at Laszlo Systems, a global leader and pioneer in Rich Internet Applications. He holds a degree in Electrical Engineering from Queen’s University at Kingston, Ontario.
Kelly Alton
General Counsel
Kelly is responsible for the management of all NES Financial legal matters. She creates and implements the legal structures for NES Financial’s array of trust, escrow and 1031 solutions. Kelly is a leading tax attorney with over 30 years of experience in federal income taxation. Prior to joining NES Financial, Kelly was a senior tax consultant in the Washington National Tax Group of Deloitte Tax LLP and Counsel to the Associate Chief Counsel for the Income Tax and Accounting division of the Office of Chief Counsel, Internal Revenue Service National Office in Washington, DC. She is a nationally recognized expert on like-kind exchanges and related tax issues and writes and speaks frequently on these subjects. Kelly holds a J.D. degree from Harvard University and a B.A. in mathematics from Boston University and is admitted to the bars of California and Illinois.