TruSummit Leadership Team

CEO and Founder

Jordan Joltes is the Founder and Chief Executive Officer at TruSummit Solutions. Jordan received her Bachelors in Economics from West Virginia University. She founded TruSummit Solutions in 2020 after responding to the need for a more comprehensive approach to CRM enablement. Calling on more than a decade of experience in the Pittsburgh tech sector and Salesforce ecosystem, Jordan has established her firm as a top-performing Salesforce implementation partner, helping people and companies leverage the CRM platform as a key component of their digital ecosystem. 

Jordan is serving as an active member of the Board of Directors for the Domestic Violence Services of Southwestern Pennsylvania (DVSSP). She hopes to use her professional experience and network to build awareness and support for DVSSP.

VP of Operations and Innovation

Alejandro Ocasio (AO) is the VP of Operations and Innovation at TruSummit Solutions. In this role, AO guides the execution of TruSummit’s business strategy while ensuring the development and implementation of efficient operations and cost-effective systems to meet current and future needs of the organization. With over 16 years in the technology sector and professional services realm he supports departmental goal setting and prioritizes the advancement of key business objectives. AO has received his Bachelor’s in Management Information Systems from West Virginia University.

Director of PMO

Danielle Rose, Director of PMO, brings over 16 years of experience in the pharma and healthcare industries to the TruSummit team. The majority of that time was spent leading the creation and maintenance of cross-functional commercial business processes and strategies, as well as administering and delivering upon complex healthcare business and IT projects. Danielle earned both her Bachelor’s and Master’s degrees from California University of PA (PennWest California). She will collaborate and work closely with the Leadership Team to support the execution of our operational strategy; and also alongside key enterprise clients to enhance their overall TruSummit experience.

Director of Delivery Services

Bill McKenney serves as the Director of Salesforce Delivery Services at TruSummit Solutions, where he provides leadership to our Delivery team leveraging over 12 years of experience in the Salesforce ecosystem. He holds responsibility for overseeing all aspects of end-to-end service delivery, collaborating with clients to attain business outcomes, and cultivating innovative and high-performing professional teams. Bill has a 25-year career record as a leader, demonstrating a commitment to implementing effective strategies and solutions that drive business value, and ensuring exceptional outcomes for clients.

Director of Managed Services

Jennifer Moore is the Director of Managed Services at TruSummit Solutions. In this role, Jennifer will spearhead and supervise our exceptional managed services team and practice, guaranteeing the delivery of top-notch service to our valued clients. Jennifer received her Bachelor’s in Marketing from The Ohio State University and her MBA from Northern Illinois University. With over 18 years of experience in Salesforce, professional and managed services, management consulting, and account management, she has an unwavering commitment to client success. Jennifer brings a profound passion and expertise that will drive our managed services to new heights.

Director of Marketing

Becky White is the Director of Marketing at TruSummit Solutions. With over 20 years of marketing experience spanning both B2C and B2B, she oversees all marketing, communications, and demand generation efforts for TruSummit. She holds a dual Bachelor's degree in English Literature and Journalism from the University of Pittsburgh. H2P!!