| Executive Bios |
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James A. McGeorge Chairman
Jim founded Ameridial in 1987 as the outbound call center for several non-profit organizations for their door-to-door
campaigns. Ameridial started with seven employees and has since grown in excess of 600 stations and 10 call centers
including centers in Canada and India. With more than 35 years experience in Direct Marketing, Jim is known for his
exemplary team building and his flexibility, which has provided him the ability to provide options for customers other
vendors may not.
As Chairman, Jim’s primary responsibilities are to plan for strategic growth and to lead a team of professionals who can
deliver results for our customers.
Jim graduated Magna Cum Laude in 1983 with a Bachelor of Associates degree in Business Administration from Walsh
College.
Jim has been extensively involved with youth sports by coaching baseball, football and wrestling. In his free time Jim
enjoys spending time on his boat and developing his real estate investing hobby.
Jim founded Ameridial in 1987 as the outbound call center for several non-profit organizations for their door-to-door
campaigns. Ameridial started with seven employees and has since grown in excess of 600 stations and 10 call centers
including centers in Canada and India. With more than 35 years experience in Direct Marketing, Jim is known for his
exemplary team building and his flexibility, which has provided him the ability to provide options for customers other
vendors may not.
As Chairman, Jim’s primary responsibilities are to plan for strategic growth and to lead a team of professionals who can
deliver results for our customers.
Jim graduated Magna Cum Laude in 1983 with a Bachelor of Associates degree in Business Administration from Walsh
College.
Jim has been extensively involved with youth sports by coaching baseball, football and wrestling. In his free time Jim
enjoys spending time on his boat and developing his real estate investing hobby.
Patricia Zachman Executive Vice President
Patty has been a part of the OKS-Ameridial family since its inception in 1987 in many different capacities. In 1998 she
became the Executive Vice President. Patty came to OKS-Ameridial with a wealth of knowledge in data entry, research,
and customer service. Patty is most knowledgeable and proficient at call center metrics, telco, and corporate
infrastructure and training.
As Executive Vice President, Patty is responsible for but not limited to the day-to-day operations, production, payroll and
policies of OKS-Ameridial.
Patty earned an Associates degree in Business Management from Stark State College.
In her spare time Patty enjoys reading, bicycling, walking and is an avid shopper.
Patty adds, “It is great to be part of a team that is as committed to the quality, service and reliability that the OKS-
Ameridial team has shown. With this type of commitment the possibilities are endless.”
Patty has been a part of the OKS-Ameridial family since its inception in 1987 in many different capacities. In 1998 she
became the Executive Vice President. Patty came to OKS-Ameridial with a wealth of knowledge in data entry, research,
and customer service. Patty is most knowledgeable and proficient at call center metrics, telco, and corporate
infrastructure and training.
As Executive Vice President, Patty is responsible for but not limited to the day-to-day operations, production, payroll and
policies of OKS-Ameridial.
Patty earned an Associates degree in Business Management from Stark State College.
In her spare time Patty enjoys reading, bicycling, walking and is an avid shopper.
Patty adds, “It is great to be part of a team that is as committed to the quality, service and reliability that the OKS-
Ameridial team has shown. With this type of commitment the possibilities are endless.”
Steve Trifelos VP, Sales & Marketing
Steve came to OKS-Ameridial in 1994 with extensive experience in the Business-to-Consumers Financial services
market. He has more than 15 years of knowledge in advertising, market planning, contract and proposal development,
lead management and CRM. He also has a significant background is in Business-to-Business appointment setting and
lead generation.
As Senior VP, Sales & Marketing Steve’s responsibilities involve leading the sales and marketing team, market planning,
consulting, and building customer relationships.
Steve earned his undergraduate degree in Marketing from the University of Akron and his Masters of Business
Administration in Management from Ashland University. He is a member of the Northeast Ohio Direct Marketing
Association (NODMA) and Sales and Marketing Executives of Cleveland (SME).
In his spare time Steve enjoys spending time with his family and is actively involved with his church. He also enjoys
staying fit, sports and the outdoors.
Steve states “These are exciting times of healthy growth for OKS staff and clients. As we continue to expand into the
worldwide market I am more and more grateful to be part of the family.”
Steve came to OKS-Ameridial in 1994 with extensive experience in the Business-to-Consumers Financial services
market. He has more than 15 years of knowledge in advertising, market planning, contract and proposal development,
lead management and CRM. He also has a significant background is in Business-to-Business appointment setting and
lead generation.
As Senior VP, Sales & Marketing Steve’s responsibilities involve leading the sales and marketing team, market planning,
consulting, and building customer relationships.
Steve earned his undergraduate degree in Marketing from the University of Akron and his Masters of Business
Administration in Management from Ashland University. He is a member of the Northeast Ohio Direct Marketing
Association (NODMA) and Sales and Marketing Executives of Cleveland (SME).
In his spare time Steve enjoys spending time with his family and is actively involved with his church. He also enjoys
staying fit, sports and the outdoors.
Steve states “These are exciting times of healthy growth for OKS staff and clients. As we continue to expand into the
worldwide market I am more and more grateful to be part of the family.”
Terri Peterman General Manager
Terri began her career with OKS-Ameridial in 1993 and has more than 16 years of knowledge in the area of business
management. She excels in her ability to research problems, analyze situations, propose creative solutions, and
implement tasks to completion all while keeping within budget constraints.
As General Manager, Terri’s responsibilities are to manage the operational functions of all branches stateside and
overseas for both inbound & outbound metrics. She also implements training for a staff exceeding 50 supervisors which
includes quality assurance procedures and revenue generating procedures, Human Resource functions entailing
employee benefits, handbooks and progressive disciplinary processes. Additionally, Terri maintains budgets for staffing,
training and motivational efforts.
Terri earned her Bachelor of Arts degree in Business Marketing from the University of Akron. She is an active volunteer
for several non-profit organizations and community charities.
In her spare time Terri enjoys spending time with her family.
Terri is most proud of our growth in our operational capacity of a 122% increase over the previous quarter.
Terri began her career with OKS-Ameridial in 1993 and has more than 16 years of knowledge in the area of business
management. She excels in her ability to research problems, analyze situations, propose creative solutions, and
implement tasks to completion all while keeping within budget constraints.
As General Manager, Terri’s responsibilities are to manage the operational functions of all branches stateside and
overseas for both inbound & outbound metrics. She also implements training for a staff exceeding 50 supervisors which
includes quality assurance procedures and revenue generating procedures, Human Resource functions entailing
employee benefits, handbooks and progressive disciplinary processes. Additionally, Terri maintains budgets for staffing,
training and motivational efforts.
Terri earned her Bachelor of Arts degree in Business Marketing from the University of Akron. She is an active volunteer
for several non-profit organizations and community charities.
In her spare time Terri enjoys spending time with her family.
Terri is most proud of our growth in our operational capacity of a 122% increase over the previous quarter.
Jim Beuoy Director of Quality Assurance and Corporate Compliance
Jim came to OKS-Ameridial in 1998 with a vast amount of experience in data acquisition. He has more than 20 years of
experience in the teleservices industry including terminal equipment sales, long distance services and catalog sales
management.
As Director of Quality Assurance and Corporate Compliance Jim educates our customers on the legislative requirements
of marketing their products or services by telephone. His rigorous review process and insight allows us to indemnify our
clients for compliance requirements under our direct control. Jim develops standards and procedures that allow us to
deliver better, faster and more cost effectively.
Jim earned his Bachelor of Science, General Management degree from Purdue University. He currently serves as
President of the Great Lakes Chapter, Vice-Chair of the Non-Profit and Charities Council, and the non-profit liaison to
Compliance Officer’s Forum for the American Teleservices Association (ATA).
In his spare time, Jim enjoys spending time with family and his Native American art and supplies business.
He says “OKS-Ameridial takes a lot of pride in being awarded the #1 ranking in the “Best in Class” award for Teleservices
Agencies as selected by customers. Obviously this award could not have been achieved without all teams working in
concert. In our eyes it validates our stance: We will not put a client’s business at risk, regardless of any short-term profits
that we might gain. While it takes longer to build in quality and compliance, clients recognize that this commitment builds
advocates for their enterprise.”
Jim came to OKS-Ameridial in 1998 with a vast amount of experience in data acquisition. He has more than 20 years of
experience in the teleservices industry including terminal equipment sales, long distance services and catalog sales
management.
As Director of Quality Assurance and Corporate Compliance Jim educates our customers on the legislative requirements
of marketing their products or services by telephone. His rigorous review process and insight allows us to indemnify our
clients for compliance requirements under our direct control. Jim develops standards and procedures that allow us to
deliver better, faster and more cost effectively.
Jim earned his Bachelor of Science, General Management degree from Purdue University. He currently serves as
President of the Great Lakes Chapter, Vice-Chair of the Non-Profit and Charities Council, and the non-profit liaison to
Compliance Officer’s Forum for the American Teleservices Association (ATA).
In his spare time, Jim enjoys spending time with family and his Native American art and supplies business.
He says “OKS-Ameridial takes a lot of pride in being awarded the #1 ranking in the “Best in Class” award for Teleservices
Agencies as selected by customers. Obviously this award could not have been achieved without all teams working in
concert. In our eyes it validates our stance: We will not put a client’s business at risk, regardless of any short-term profits
that we might gain. While it takes longer to build in quality and compliance, clients recognize that this commitment builds
advocates for their enterprise.”
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