Management Teams Biographies

Diane Herrera | President & Manager of Consulting


Diane Herrera is the president and founder of CSSI. Ms. Herrera is a Phi Beta Kappa graduate of Baylor University, holding a Bachelor’s and Master’s degree in Mathematics.

Prior to launching CSSI, Ms. Herrera worked as a management consultant for Coopers and Lybrand, with a primary focus on banking software systems. From Coopers and Lybrand, she joined IBM. During her years at IBM, she worked on technical training and product support for the company’s Executive Management System software.

Diane is a frequent speaker at Advent software user group meetings and at  such conferences as Schwab, Lightport, FiServ, Advent and Ashland. In addition to writing numerous articles on custom reporting and programming hints and tips, Ms. Herrera is a co-author of “Born to Stand Out: Tips to Becoming an Excellent Computer Consultant”.

Frank Holobinko | Principal & Director of BackOffice Operations


Frank L. Holobinko Jr. joined CSSI in 2006.  As Director of the Back Office, he is responsible for overseeing all back office operations for the firm’s expanding client base.  This includes managing multiple teams located in CSSI’s Arizona, Kentucky, and Pennsylvania office locations.

His department is focused on providing excellent customer service, leveraging technology to improve client’s operational workflows, and creating a positive and cooperative community that encourages and inspires professional growth.

Personally, Frank enjoys spending time with his family and volunteering at his church. He is married with three children and currently resides in Prospect, KY.

David Wyzynski | Principal & Director of IT & Cloud Operations


David Wyzynski joined CSSI in September of 2017 when he merged his cloud hosting company CyGem into CSSI. Currently David is responsible for managing CSSI Cloud Hosting business and overseeing the IT infrastructure for CSSI. David graduated from University of Akron with an MIS Degree in 2006. Prior to forming CyGem, David worked at Oak Associates an Akron investment firm where he worked in their IT Department. The relationships he made there were assistive to the future formation and success of CyGem.

David enjoys residing in Orlando, Florida where it provides easy access to Disney.


Trevor Keast | Principal & Data Services Manager


Trevor graduated from Oxford Brookes University in the United Kingdom in 2003 with a Bachelor of Science in Computer Science. He then went on to live and work in Tokyo, Japan for two years before obtaining his Master’s degree in Computer Information Science from La Salle University, Philadelphia, PA in 2007.

Trevor began working for CSSI as an intern in 2006, became a full time member of staff after graduating from his postgraduate degree, and currently heads the CSSI office in London, UK. He specializes in the custom development and integration of Advent Moxy®, Partner, and APX®.

In his spare time Trevor is a keen beekeeper and enjoys spending time outside hiking, biking, and exploring the countryside.

Sam Santiago | Professional Services Manager


Sam has 20 years of experience in Information Technology and graduated from Rutgers University with a Bachelors of Science in Computer Science. Prior to joining the firm, Sam was a Managing Director and VP of Information Technology for Cumberland Advisors where he oversaw the Information Technology Department

He joined CSSI in July of 2013 as a Consultant and was promoted to Professional Services Manager in October of 2017. Sam currently oversees the Professional Services Department and is a project manager for client software upgrades, as well as onboarding customers to our client portals.

Sam is married with two children and currently resides in Bradenton, FL. His hobbies include golfing, camping and is involved with his church.

Dale Honabach | Principal & Manager of SSRS Reporting


Dale is currently a Partner at CSSI as well as a Senior Consultant; specializing in custom Axys®/APX® report and process design/development. Dale handles all phases of client projects, from specification gathering and solution design through post deployment support. Dale has spent the last 13 years with CSSI, becoming a partner in 2008 and has been working with Advent products for over 10 years.

A lifelong resident of Pennsylvania, Dale is a 1999 Cum Laude Graduate of Lock Haven University of Pennsylvania with a Bachelors of Science in Computer Science. Outside of work, Dale is an active Philadelphia sports fan and frequent visitor of Philadelphia’s wide array of restaurants, taverns and pubs.

Chris Cruz | Sales Manager


Chris has worked 22 years in financial services starting his career off at TIAA-CREF in wealth management eventually making his way to technology sales supporting the Asset Management Industry. He prides himself on getting a deep understanding of clients and providing solutions that work. Chris graduated with a Bachelors in English from the University of Texas at Austin in 1995.

Chris is married with two children. He loves trying to keep up with them and hope to expose them to his many hobbies which include: photography, martial arts, fly fishing, and just about any outdoor activity you can think of.


George Smith | Principal, Senior Consultant


George worked as an outside consultant for CSSI for ten years before joining the firm in 2010. He is currently a Partner at CSSI and specializes in custom Axys®/APX® reports. He also develops data conversion utilities in Foxpro. Prior to joining CSSI, George had 25+ years experience as an independent consultant specializing in mutivalue databases.

He received his BS in 1970 and PhD in 1972, both from Drexel University with specialization in Physical Chemistry. He did a postdoctoral fellowship at the University of Florida and then spent 8 years at the University of Utah before starting his consulting firm in 1982.

Out of the office, George loves classical music, and plays the viola. He is President of the Arizona chapter of the Institute for Management Consulting and Secretary of his Toastmasters club.

Mike Herrera | General Manager


Mike is responsible for the overall management of the day-to-day operations at CSSI. Mike started and led the BackOffice for its first 8 years before turning over the reins. In his current role he is also responsible for business development at CSSI. Mike holds a Bachelors of Science in Business Administration with a concentration in Operations Management from California State University.

Prior to joining CSSI in 1995, Mike was the Northeast Regional Sales Manager for Nestlé®, where his focus was on gourmet coffee. In his spare time Mike enjoys politics, economics, gaming, and watching sports. Mike is very involved with his church and enjoys being actively involved in their outreach program.