Our Team

Joshua Wertheim, CEO

Josh has over 30 years’ experience in EDRMS technology with a specialty in document management systems. He began his career in the 1970s as a systems engineer with IBM and earned numerous awards, including twice being recognized as Systems Engineer of the Year in the GSD Division.

In 1994, Josh formed Wertheim Inc., an integration partner with PC DOCS and one of the first organizations to be certified on their DOCS Open platform.  Wertheim handled the first DOCS Open implementation using Oracle at Pfizer. It also implemented DOCS Open at Donaldson Lufkin and Jenrette (DLJ, which was later acquired by Credit Suisse), for which it won the PC DOCS integrator of the year award.  It received that award again two years later for its combined achievements in numerous implementations and migrations.

Wertheim Inc. became EIM International and PC DOCS was acquired by Hummingbird, which was subsequently acquired by OpenText. OpenText enhanced its offerings to include eDOCS 5.x, 6.x and Enterprise. Josh eventually moved on to found Wertheim Global Solutions.  The mission of Josh’s firms has remained the same: to provide the highest quality service, the highest-quality solutions, and the highest standards of fairness, integrity and ethics in the industry we serve.

With Wertheim Global Solutions, Josh has implemented his vision of offering our solutions on a global rather than regional basis.  As a result, the firm is invested heavily in our global relationship with OpenText and its employees, partners and clients.

Melissa Salm, Executive Assistant to the CEO

Melissa manages a wide variety of administrative tasks from created sophisticated calendar related projects, running payroll, handling invoices for the firm, assisting with marketing needs and working with the WGSL team on key operating decisions as she grows her knowledge in the document management industry. She has experience working with customer service, accounting, and payroll as well as sales and marketing. Melissa graduated with her BBA in Accounting, and received her Master’s in Business Administration.

Brent Reid, Manager of Development & Support

Brent has spent his 25-year career in IT assessing the needs of users and delivering solutions that address those needs. He has led teams of developers creating interactive websites and headed up two teams of developers building an online banking solution. He has designed, implemented and trained users on document and records management systems for the DoD, the US Treasury, the IMF, municipalities, and publicly traded companies. Today, you will find him helping to design and oversee the development of security products such as Guardian for eDOCS, our premiere security package that keeps a firm’s documents safe from insider abuse.

Give Us a Try:
Translate »