Eric Soden

Managing Partner

Eric Soden is an analytics professional with more than 16 years of experience in management, technical presales, business analysis, enterprise reporting/analytics, data warehousing, and project management. He has served as a director of consulting services, solutions architect, vendor partner, trainer, and customer. His proven abilities in selling and implementing technical solutions in the private and public sectors help show management teams the value of business intelligence in solving real-world problems.

Before starting Capitalize Analytics, Eric led a division for an IBM partner. While there he directed the strategy and vision for his department including creating vendor partnerships to add value to both parties’ offerings. He also led many analytics projects that included ETL, data warehousing, predictive models, and data visualization.

Prior to starting Capitalize, Eric worked at IBM for over five years as solutions architect and account executive for IBM Cognos products, acting as a technical resource for clients evaluating analytics solution. He directed the sales team in demos, proofs-of-concepts, and RFP responses. He later became an outside sales account executive with responsibility for a 12-state territory from pipeline creation to close.

Brian Zahn

Managing Partner

Brian A. Zahn is an energy and midstream expert with more than 18 years of professional experience. He focuses on business process redesign, management consulting initiatives, and technical software implementations. He provides hands-on experience in the life-cycle of software selection, process design and analysis, implementations and project management. He has strong expertise in gas plant and facility accounting, tax, regulatory reporting, imbalance management, division order maintenance, disbursements and gas contracts. His deep experience in the midstream business comes from multiple implementations of software and process redefinition across the energy value chain for a wide variety of Fortune 500 energy companies.

Zahn was previously a member of Quorum Business Solutions’ senior leadership team, where he was responsible for the Midstream Energy Practice. Prior to working at Quorum, he worked for Accenture’s Energy Solutions Group. Zahn earned a bachelor’s degree in industrial engineering and management sciences from Northwestern University.

Cheryl Nealon

Associate Partner of Project Delivery

Cheryl Nealon has 11 years of experience in the oil and gas industry. She joined Capitalize Consulting in 2012 to help clients implement industry software aimed at streamlining management reporting from transactional systems. She brings significant experience as an IT project manager, having led global development and deployment efforts for data management systems for several Fortune 500 upstream corporations.

Prior to joining Capitalize Consulting, Nealon worked at Chevron as a project manager. There, she implemented custom software data management and reporting systems for both digital oil fields as well as for the environmental compliance department. Prior to working at Chevron, she worked for Data Systems & Solutions as a consultant, implementing environmental management information systems for several leading upstream companies. Nealon earned a bachelor’s degree in biochemistry and a master’s degree in bioengineering from Rice University.

Lauren Poggensee

Office Manager

Lauren Poggensee is the Office Manager for Capitalize, bringing 20 years of experience in office management and accounting. She joined Capitalize in 2013 and played a vital role in our expansion process and currently oversees all internal accounting, administrative, and human resource activities. She brings significant experience as an Office Manager, having managed offices in several service, retail, and wholesale industries. Lauren also manages all IBM Sales Programs and Incentives, and the IBM and VAD partnerships including all leads, opportunities, quotes, and sales orders.

Before joining Capitalize, Lauren worked at a mid-size manufacturing firm as the accounting manager. There, she managed all of the accounting for both businesses, including the month close, as well as set up the wholesale department as an addition to an existing online retail wedding accessory store.

Lauren earned a bachelor’s degree in public accounting from Mesa University in Colorado.

Angie Wendorf

Director of Training and Events

Angie Wendorf is the Director of Training & Events at Capitalize.   With over 10 years of experience in Project Management and Meeting Planning, Angie is a seasoned business project and events professional.  She is responsible for the planning and logistics for all training classes and special events held by Capitalize, and works closely with the Directors of Sales and Marketing to execute both internal and external projects.

Angie began her career at the University of Wisconsin School of Medicine & Public Health, where she worked in Student Academic Development to produce educational events for medical students in their first through fourth years.

Following her tenure at the Medical School, Angie moved to Dallas and into Continuing Medical Education, producing live events offering education to healthcare professionals. She’s since been the lead on events ranging from education conferences to promotional events, and even user group meetings and training classes for clients in the software industry. She’s been responsible for the overall management of live events ranging from intimate dinner meetings to international multi-day events with attendance in excess of 600 people.

Angie has a B.A. from the University of Wisconsin – Madison in Art History

Josh Milstein

Manager of Analytics

Josh Milstein is a seasoned professional with more than 10 years of experience in Project Management, Business Intelligence, Business Systems, and Supply Chain Management. His strategic mindset combined with his extensive experience makes him a versatile asset to stakeholders.

Josh’s experience includes managing business systems, including but not limited, to Accounting, HR, Audit Compliance, Financial Reporting, Operational systems, Supply Chain Management, and Business Intelligence. He has been responsible for managing system support, upgrades/enhancements and new software implementations.

In additional to managing business systems, Josh has managed various projects ranging from Acquisitions and Divestitures in the Energy Industry to system & process improvement projects. Notable projects include the implementation of Inventory Management systems, Digital Invoicing systems, Supply Chain data simulations, and Enterprise software system integrations. His projects have resulted in extensive time and financial savings for multiple companies.

Prior to joining Capitalize, Josh held management roles with a BI Software company, publicly traded upstream Oil & Gas, and fortune 50 global security and aerospace company.  He earned a B.B.A. Information & Operations Management from Texas A&M University.

John Lambie

Director of Innovation

John is a highly motivated professional leader with expertise architecting solutions encompassing people, processes, and technology for companies across multiple industries. He is skilled in leadership, business systems planning, mentoring teams and aiding in professional development, enterprise architecture, business process optimization, and adoption / change management. He has worked across a wide array of industries during his career at a consultant / advisor including: Upstream, Midstream and Downstream within Oil & Gas, power generation, utilities, transportation, shipping, healthcare, credit, finance, manufacturing (computers, equipment, forging), non – profit, publishing, farming and research & development.

John joined the Capitalize team in 2018 as a Director to make an impact within Consulting team at Capitalize and as a leader on the Management Team. John started his professional career with Accenture and then was with Pariveda Solutions for 12 years as a Senior Principal where he architected many solutions across business and technology and managed the delivery teams that implemented them. When John is not working, he enjoys spending time with his family, traveling, SCUBA, cooking and target shooting.