Factor4 was founded by a team of top payment service leaders with over 75 years of merchant service and gift card and loyalty expertise. Our senior team and Board of Directors have been successful entrepreneurs, C-suite executives, and trusted consultants within the payment processing industry. The managing partners powering Factor4 are Jim Battista, Craig Davis, and Dan Battista.

Dan Battista, CEO and Partner

Dan oversees the day-to-day management of Factor4. He has over 15 years of experience as a C-level executive with top gift and loyalty companies. Dan has formed an experienced team of gift and loyalty professionals at Factor4 to drive sales and provide top-notch support to partners and merchants. His focus is on developing partnerships with ISOs, ISVs, and credit card processors to deliver the highest profitability. He works with technology partners to further enhance Factor4’s best in class gift and loyalty software platform. He is always looking for new technology partners to expand Factor4’s cutting edge gift and loyalty platform via the integration of new tools and customer intelligence to maximize revenue and profitability for partners. Dan has a B.S. in Accounting from Drexel University and an MBA in Marketing from Widener University. He enjoys spending time with his family, playing baseball and golfing.

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Ryan Rose, Chief Revenue Officer (CRO)

Ryan joins Factor4 with 15 years of experience in Gift, Loyalty, and Customer Engagement solutions – having worked with leading Enterprise Brands and Channel Partners across Retail, Hospitality, Health & Beauty, and many other direct-to-consumer brands. Outside of work, Ryan enjoys spending time with family, watching and playing sports, keeping up on the latest advancements in technology, and practicing meditation.

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Dana Carlin, Chief Operating Officer (COO)

Dana plans and oversees all operations of Factor4. She leads the customer service and operations teams, driving everyone to achieve their goals.  Dana has over 12 years of experience in operations and management and excels at promoting teamwork and setting and maintaining organizational standards. She has a B.S. in Criminal Justice as well as an M.S. in Criminal Intelligence Analysis from Saint Joseph’s University. Dana enjoys spending her free time outside, going out to eat, and watching movies with her husband and daughter.

Michael Pettit, Director of  Product Development

Michael assists with the day-to-day management of Factor4. He provides technical assistance to ISO’s and their merchants including terminal, program, and setup support. He provides training on Factor4’s programs, functionality and technology. Michael graduated from Temple University with a bachelor’s degree in criminal justice. He is an avid sports fan.

Patty Stevenson, Director of Administration

Patty is responsible for Factor4’s customer service. She also manages accounts payable and accounts receivable. Patty has been with Factor4 since its inception. She has over 12 years of experience in customer service with top gift and loyalty companies. She enjoys keeping active with her family.

Zach Kline, Director of Operations and Partnership Development

Zach plays a key role in our customer service department, assisting merchants and ISOs with card orders, technical support and account maintenance. He helps to process printing and shipping for new and returning clients. Zach has over 7 years of customer support experience and previously attended East Stroudsburg University of Pennsylvania. He is a Philadelphia sports fan and enjoys amateur filmmaking in his free time.

Ralph Marchetti, Support Coordinator

Ralph has over 30 years of finance experience. He is hands on with our accounts payable and receivable operations; and utilizes his financial expertise to conduct various analyses. He assists with inventory, card printing and office operations. Ralph attended Drexel University and played D1 baseball. He enjoys spending time with family and friends, still likes to “throw a ball”, and is a true Philadelphia sports fan.

Aimee DuCasse, Marketing Director

Aimee directs the marketing initiatives for Factor4 including campaign implementation, public relations and social media management. She has over 10 years of marketing experience in payment services with specific expertise in gift and loyalty marketing. In 2018, Aimee was elected to serve as a Board Advisor for the Merchant Acquirers’ Committee (MAC). She also serves as Co-Chair of the Marketing Committee for MAC. She is a member of the Electronic Transactions Association. She founded Streamline Business Services to offer payment services to merchants and marketing consulting services to payments companies including ISOs. Aimee graduated Magna Cum Laude and as a University Scholar from Penn State with a B.S. in Marketing. She enjoys traveling and staying fit.

James Falcone, Support Coordinator

James assists with the card printing process and quick-ship gift card orders. He also assists with the organization of inventory and purchasing of materials. James attended Rowan University and Rowan College at Gloucester County. He is a Philadelphia sports fan and enjoys spending time with his family.

Jessica Coffey, Customer Service Manager

Jess is a high energy, customer focused part of our support team. Her number one priority is making customers happy. She is a mother of two children. Her family enjoys spending time outdoors, fishing, playing volleyball and taking walks. In her spare time, Jess makes and sells crafts at different festivals and events.

Matt Ferrente, Support Coordinator

Matt is a customer serviced based individual with over 12 years of experience in the hospitality industry. He has a Bachelors in Fine Arts from New York Institute of Technology. He is a father of two, who spends his spare time playing music, cooking, and spending time outdoors with his family.

Michael Battista, Graphic Arts Designer

Mike designs, updates all artwork for cards, presenters and accessories. He is fast and creative. When not behind the computer, Mike is chasing his twin boys & his daughter around the house, playing hockey in his local adult league, as well as playing guitar & drums.

Kristina Murphy , Sales & Support Coordinator

Graduated with a Bachelors Degree in Liberal Arts and a minor in Psychology from Neumann University. In my free time, I enjoy being outdoors, traveling, and spending time with my family and friends.

Tony DeFlavis, Director of Non-Essential Projects

Tony is an experienced lawyer who helps out in all facets of Factor4.

He enjoys spending time watching dogs and spending quality time with his wife Donna.

Kristen Belfie, Support Coordinator

Kristen has been in customer service for 6 years. She is a hardworking individual. In Kristen’s free time, she enjoys spending time with her friends and family.

Kate Dumont, Support Coordinator

Kate studied at Harcum College, where she received her Radiologic Technician Certification. She also coaches varsity-level softball at a local high school. In Kate’s free time, she enjoys traveling.

Phil Evans, Support Coordinator

Phil graduated with a Sports Management degree from Mount St Mary’s University. He has a passion for meeting the needs of the customer and delivering on a consistent customer service experience. Phil enjoys watching sports, outdoor activities and down time with his friends and family.

Mike Tagliaferri, Support Coordinator

Michael graduated with a Marketing degree from Widener University. While at Widener, he was a part of the lacrosse team. Michael enjoys spending time with family and following along with the Philadelphia sports teams.

Alicia Young, Support Coordinator

Alicia graduated with a bachelor’s degree in Telecommunications and Media Industries and a minor in Digital Media Trends and Analytics from Penn State University. In her free time, she enjoys spending time with her friends and family, and loves to visit the beach.

Stephen Sargenti, Business Development Manager

Stephen comes to Factor4 with 4+ years of Sales and Customer Service experience. Originally from Bergen County, North Jersey Stephen graduated from Saint Joseph’s University in 2020 with a degree in Business Administration and Sports Marketing. He spends his time in office, reaching out to new clients and growing accounts. Outside of the office Stephen enjoys playing golf, traveling, going to the beach with friends and family and cheering for his New York Sports.

Daniel Lista, Marketing Coordinator

Daniel graduated with a Bachelor’s Degree in Marketing from Cabrini University. While at school Daniel founded an ultimate frisbee club. In his spare time he enjoys watching Philadelphia Sports teams and his favorite European Soccer team Manchester City. Daniel is a diehard Philadelphia Union fan and is a season ticket member.

Matt Murphy, Marketing Director/Revenue Officer

Matt joins Factor4 with 5+ years of experience in growth-oriented Marketing. A big believer in process, some of his career initiatives to date have revolved around creating marketing strategies and systems that are designed to eliminate redundancies and support his fellow team members. In his free time Matt enjoys golfing, spending time with his friends & family, and watching Philadelphia sports.

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Mark “Blizz” Blizzard, Support Coordinator

Blizz joins Factor4 adding an array of vast life experiences to the team. Blizz spent his early years of his adult life pursuing his hockey career, playing in the USHL, AHL, and a brief stint in the IHL. After his hockey career, Blizz joined the LAPD, serving 30 years as an officer. He worked in specialized units such as the Gang Unit (CRASH) and the Metropolitan Division; he then finished out his final decade of service working in the Devonshire Training Division. In his free time, Blizz enjoys playing golf, going to the gym, and spending time with his family. Blizz has been married to his wife for 14 years and has 2 adult sons.

Dan Devlin, Operations/Sales Coordinator

Dan graduated with a bachelor’s degree in criminal justice from Georgian Court University. While at GCU, Dan was a part of the Men’s Lacrosse team. During his free time Dan enjoys being out on the golf course, spending time with family and friends, and watching sports.

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