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Leadership Team


We orchestrate communication

At XDD, orchestrated communication between people, processes, technology and data is the catalyst that makes things happen.  Fine-tuned communication starts with our leadership team, and permeates throughout our entire organization, providing customers, partners and employees with clear expectations on all fronts. Meet the leaders who inspire our people to achieve great things.

 


Bob Polus

President and CEO

As original founder of Xact Duplicating, Inc. in 1994, Bob Polus is the President and CEO at XDD. Bob has played an instrumental, hands-on leadership role for 20+ years, having evolved the company from its roots in paper discovery to its present suite of eDiscovery, data management and managed review services.

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Nick Reizen

Vice President of eDiscovery

Nick Reizen is Vice President of eDiscovery at XDD. Nick, and the diverse teams he leads, has been delivering high-quality, cost-effective consulting services to the legal community for 10+ years. Using the EDRM as a guide, Reizen helps XDD clients envision plans downstream by simplifying complex, technical processes in tandem with presenting data / review road maps that are easy to understand for technical and non-technical attorneys.

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David Moran

Chief Operating Officer

David Moran is the Chief Operating Officer at Xact Data Discovery.  As Chief Operating Officer, David focuses his time optimizing XDD’s operational processes to maximize service output across multiple functional teams including; forensics, project management, project engineering, managed review and staff functions. David also plays an integral role on XDD’s merger and acquisition team as the company continues to expand its national footprint.

Prior to joining XDD, for 18 years David performed several executive leadership roles at Carlson Wagonlit Travel, an 18,000 person worldwide leader in travel services, including running several of the company’s businesses ranging in size from $20-S100M in revenue.  Earlier in his career, David honed his leadership skills across multiple business functions at Pillsbury and Northwest Airlines, gaining a solid reputation as a skilled cross-departmental executive.

A graduate of the University of Wisconsin-Eau Claire, David will execute his new role from XDD’s Minneapolis, MN office.

Kate Mortensen

Chief Legal Officer

Kate Mortensen is the Chief Legal Officer of Xact Data Discovery. As the Chief Legal Officer, Kate is responsible for the oversight of all legal matters and the management of outside counsel. As a strategic partner with Senior Management, Kate assists with the implementation of strategic business initiatives with an eye toward potential issues of risk and compliance. Kate obtained both her JD and MBA in St. Paul, Minnesota.

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Bob Lorum

Vice President of Marketing, Branding, Lead Generation, Inside Sales

Bob Lorum is Vice President of Marketing at XDD. Bob directs all worldwide brand strategy, marketing, digital marketing, lead generation, inside sales and online media initiatives. Bob was instrumental in branding, positioning and creating the XDD brand / company 10+ years ago as VP of Marketing as the company transitioned from paper to eDiscovery.

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Bill Millican

Vice President of Administration

Bill Millican is the Vice President of Administration at XDD. Bill comes into this role from being XDD’s Corporate Director of Training and Development. He brings 40 years of strategic and functional enterprise management to his role. Beginning his career as an accountant, Bill has spent nearly 30 years facilitating the management and governance of information from several vantage points. Having been responsible for organizational oversight previously in several corporate roles ideally qualifies him with the administrative responsibility at XDD.

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Bill Anderson

Regional Vice President of eDiscovery Services

Bill Anderson is the Regional Vice President of eDiscovery Services at XDD. In over a decade of service as an eDiscovery specialist and project manager for major law firms, he supported litigation matter from litigation hold/collections to trial. Now focused solely on project management on the service provider side, he utilizes the latest technologies to create efficiency and cost savings in large and small eDiscovery matters, serving both a consultative and support role.

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Liz Letak

Managing Director - Orange Research Group

Liz Letak is the Managing Director for Orange Research Group. Liz has 9 + years of experience as a transactional attorney specializing in litigation strategy, corporate compliance, and intellectual property management.   Liz holds a law degree from the University of Connecticut School of Law and degrees in Political Science, Religious Studies, and Mandarin Chinese from College of the Holy Cross.

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Scott Polus

Regional Vice President of Forensic Services

Scott Polus is the Regional Vice President of Forensic Services at XDD. He has spent nearly a decade in the e-discovery industry, utilizing his technical background and investigation skills to provide effective consultation and project planning.

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Keri Grimmet

Corporate Finance Controller

Keri Grimmett is the Corporate Finance Controller at XDD. A 10+ year XDD veteran, and graduate of Park University, Keri oversees the daily operations of the accounting and HR departments in parallel with producing financial statements, managing banking / treasury relationships and creating / enforcing corporate policies.

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Roshan Simon (Aby)

Vice President, Information Technology

Roshan is the Vice President of Information Technology at XDD. Roshan ensures XDD remains on the cutting edge of technology across multiple facets, in parallel with providing exceptional support to our clients and internal staff.

 

Drew Stern

VP, Managing Director, Esquify

Drew Stern is the Managing Director and VP of Esquify. As the former CEO of Esquify, Drew came to the XDD family via our acquisition of Esquify’s award winning, AI-driven workforce management platform.  As a product innovator and accomplished technology executive, Drew has held leadership positions at Salesforce, American Express and Buddy Media, has been recognized as ‘40 Under 40’ by M&A Advisor and a ‘Notable LGBTQ Exec’ by Crain’s Business Chicago, and holds his MBA from the NYU Stern School of Business.

 

David Sundwall

Senior Director, Manager Review Services

Dave Sundwall is our Senior Director, Manager Review Services and leads our overall Managed Review organization, based in our Salt Lake City office.  Dave was most recently the Director, Managed Review Services responsible for our Salt Lake Managed Review operation.   Prior to joining XDD in 2016, Dave worked at Orange Legal Technologies and worked on the U.S. Senate Judiciary Committee. Dave is a registered patent attorney and has a B.S. in Biology from the University of Maryland and a JD from the University of Utah.

 

T.J. Stamerro

Regional Vice President, eDiscovery Sales, East Region

T.J. is the Regional Vice President of eDiscovery Sales for the East Region, based in Miami, Florida.  T.J. has been with XDD since 2016 and has been in the litigation support industry since 2007.  He is a sales management executive with 10+ years’ experience helping legal organizations generate positive ROI for companies and their clients.

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