Investors' Circle

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Investors' Circle Employees

Employee
Years
Job
Industry
Erica Dreisbach Erica Dreisbach Greater Chicago Area Details
Erica Dreisbach's Investors' Circle Experience May 2005 - July 2006
Job Freelance Web Designer + Developer
Industry Design
Experience
Freelance Web Designer + Developer  May 2009 - Present
LucasArts  August 2009 - December 2009
Freelance Artist, Writer, and Webmaster   July 2009 - August 2009
Social Venture Network  August 2006 - July 2009
Investors' Circle   May 2005 - July 2006
National Police Accountability Project   January 2005 - May 2005

Skills
Online Advertising, User Experience, Integrated Marketing, Marketing, Logo Design, Web Design, Video, Newsletters, Flash, Entrepreneurship, Blogging, Brochures

Education
SAN FRANCISCO STATE   2007 — 2007

Brown University   2000 — 2004
BA, Political Science

St J A :)

Herman Ng Herman Ng San Francisco Bay Area Details
Herman Ng's Investors' Circle Experience January 2010 - May 2010
Job Business Strategy and Finance
Industry Internet
Experience
Medallia  June 2015 - Present
Eventbrite  July 2012 - June 2015
SeePhood   May 2011 - December 2013
Google  July 2010 - July 2012
Google  December 2006 - July 2010
Investors' Circle   January 2010 - May 2010
KPMG  June 2006 - December 2006
KPMG  July 2003 - June 2006

Skills
Strategy, Finance, Investments, Sustainability, Due Diligence, Financial Analysis, Valuation, Venture Capital, Auditing, Analysis, Leadership, Mergers & Acquisitions, Analytics, Business Planning, Renewable Energy, Start-ups, Management, Financial Modeling

Education
University of California, Berkeley - Walter A. Haas School of Business   2008 — 2011
MBA

California State University-Hayward - School of Business and Economics   1999 — 2003
Bachelors of Science

Marco Rafanelli Marco Rafanelli Greater Denver Area Details
Marco Rafanelli's Investors' Circle Experience August 2011 - March 2012
Job Founder and President, BuyQ
Industry Logistics and Supply Chain
Experience
BuyQ   August 2012 - Present
CharterChoice   June 2010 - Present
Colorado League of Charter Schools  October 2006 - August 2012
Investors' Circle   August 2011 - March 2012
Global WASHES   June 2010 - August 2011
GNYHA Services, Inc   2001 - 2005

Skills
Strategic Partnerships, Strategy, Strategic Planning, Business Strategy, Business Planning, Marketing Strategy, Start-ups, Management, Nonprofits, Non-profits, Management Consulting, Contract Negotiation, Enterprise Software, New Business Development, Venture Capital, Innovation, New Venture Development, non-profit strategy, Financial Analysis, Project Management, Entrepreneurship, Balanced Scorecard, B2B Marketing, Creative Problem Solving, Budget Management, Organizational..., Business Operations, Market Analysis, New Markets Development, Operations Management, B2B

Education
University of Denver - Daniels College of Business   2008 — 2012
MBA, Innovation and Entrepreneurship, 3.96

University of Colorado at Boulder   1997 — 2001
B.A., Biology

Natalie Volpe Natalie Volpe San Francisco Bay Area Details
Natalie Volpe's Investors' Circle Experience June 2013 - September 2013
Job Project Development at SunEdison
Industry Renewables & Environment
Experience
SunEdison  June 2015 - Present
Cleantech Group  October 2013 - May 2015
Investors' Circle   June 2013 - September 2013
Acumen Fund  July 2013 - August 2013
Clinton Global Initiative  January 2013 - May 2013
The Joseph H. Lauder Institute of Management & International Studies   October 2010 - January 2013
Samaj Pragati Sahayog   June 2012 - August 2012

Education
University of Pennsylvania
Bachelor of Arts, Environmental Studies, International Development

Joseph Steig Joseph Steig Amherst, Massachusetts Details
Joseph Steig's Investors' Circle Experience January 2013 - Present
Job CFO, Long River Ventures
Industry Venture Capital & Private Equity
Experience
Long River Ventures   February 2007 - Present
Investors' Circle   January 2013 - Present
Greentown Labs  June 2014 - Present
Zygote Games LLC   January 2004 - Present
VentureWell  October 2007 - July 2014
Canopy Development Company LLC   January 2005 - December 2007
River Valley Investors   July 2003 - December 2005
IP (Innovation Path Inc.)   May 2003 - December 2004
Mass Ventures Corporation   April 2002 - June 2003
HotRoof Inc.   November 2000 - March 2002

Skills
Strategic Planning, Financial Modeling, CRM, Data Visualization, Presentation Coaching, Entrepreneurship, Venture Capital, Start-ups, Business Strategy, Business Planning, Social Entrepreneurship, Private Equity, Business Development, Management, Angel Investing, Sustainability, Finance, Analysis, Strategy, Energy, Consulting, Due Diligence, Leadership, Cleantech, Management Consulting, Nonprofits, Writing, Strategic Partnerships, Teaching, Startup Development, Technology, Training, Lean Startup

Education
Isenberg School of Management, UMass Amherst   1989 — 1991
Finance, accounting

Hampshire College   1982 — 1987
BA, Social theory

Hillside Secondary   1976 — 1981

Isaac D. Van Wesep Isaac D. Van Wesep Cambridge, Massachusetts Details
Isaac D. Van Wesep's Investors' Circle Experience November 2007 - November 2007
Job President & CEO, Quick Key Mobile
Industry E-Learning
Experience
Quick Key (Design by Educators, Inc.)   May 2012 - Present
IDVW Design   May 2010 - December 2012
Sustainable Resource Ventures   February 2008 - April 2010
Carbonrally   June 2008 - December 2008
New England Clean Energy Council  May 2008 - September 2008
Investors' Circle   November 2007 - November 2007
Babson Consulting Alliance Program   September 2006 - May 2007
Kaplan Test Prep and Admissions  September 2005 - May 2007
Pressure Drop Productions   January 2001 - April 2007
Whitehead Institute  April 1999 - November 2001

Skills
Social Marketing, Venture Capital, Entrepreneurial Finance, Entrepreneurship, Start-ups, Fundraising, Competitive Analysis, SEO, Management, Public Speaking, Marketing, Analytics, E-commerce, Social Networking, Blogging, Due Diligence, Web Marketing, Sustainability, Social Entrepreneurship, Strategic Partnerships, Mobile Devices, Strategy, Mobile Applications, Online Marketing, Business Development

Education
Babson College - Franklin W. Olin Graduate School of Business   2006 — 2008
MBA cum laude, Entrepreneurship

Harvard University   2005 — 2005
none, Accounting, Finance, PR Writing, 3.6

Earlham College   1994 — 1999
BA, Biology, 3.5

Erica Heller Erica Heller Greater Denver Area Details
Erica Heller's Investors' Circle Experience 1997 - 1999
Job Vice President, Progressive Urban Management Associates
Industry Architecture & Planning
Experience
Progressive Urban Management Associates   January 2011 - Present
Clarion Associates  October 2006 - March 2010
Lakewood Reinvestment Authority   April 2005 - September 2006
City of Lakewood  April 2002 - March 2005
Skumatz Economic Research Associates   2001 - 2002
Investors' Circle   1997 - 1999
Materials for the Future Foundation   1996 - 1998

Skills
Urban Planning, Community Economic..., Public Participation, Community Financing..., Drafting Regulations, Special District..., Technical Writing, Sustainable Development, Environmental Policy, Redevelopment, Land Use, Revitalization, Zoning, Economic Development, Land Use Planning, Comprehensive Planning, Community Development, Public-private..., Sustainability, Public Policy, Research, Local Government, Community Outreach, Transit-oriented..., Capacity Building, Environmental Planning, Urban Redevelopment, Regional Planning, Project Planning, Policy Analysis, Policy, Urban Design, Historic Preservation, Urban Regeneration, Community Engagement, Mixed-use

Education
University of Colorado at Boulder   1999 — 2001
Masters, Public Policy

Yale University   1990 — 1994
Bachelor of Science, Political Science

Bonny Moellenbrock Bonny Moellenbrock Raleigh-Durham, North Carolina Area Details
Bonny Moellenbrock's Investors' Circle Experience 2011 - Present
Job
Industry Venture Capital & Private Equity
Experience
Investors' Circle   2011 - Present
SJF Institute   2007 - Present
Global Impact Investing Ratings System (GIIRS)   2010 - Present
SASB – Sustainability Accounting Standards Board  2013 - 2013
SJF Ventures  2004 - 2007
SJF Ventures  2000 - 2004
Preservation North Carolina  1997 - 2000
Orange Recycling Services   1992 - 1995

Skills
Venture Capital, Sustainability, Impact investing, Impact Investing, Cleantech, Entrepreneurship, Private Equity, Angel Investing, Social Entrepreneurship, Nonprofit management, Fundraising, Sustainable Business, Non-profits, Nonprofits, Strategic Planning, Leadership, Strategy, Corporate Social..., Management, Corporate Development, Executive Management, Community Outreach, Sustainability..., Social Enterprise, Finance, Business Planning, Community Development, Social Innovation, Emerging Markets, Economic Development, Strategic Partnerships, Philanthropy, Public/private..., Grants, Sustainability Reporting, International..., Board Development, Sustainable Development, Non-profit..., Capacity Building, Venture Financing

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 1998
MBA

University of North Carolina at Chapel Hill - Department of City and Regional Planning   1995 — 1998
MRP, Land Use and Environmental Planning

University of North Carolina at Chapel Hill   1988 — 1992
BA with Honors, Phi Beta Kappa, Environmental Policy

Joshua Makaron Joshua Makaron San Francisco Bay Area Details
Joshua Makaron's Investors' Circle Experience July 2010 - August 2010
Job Making the World More Connected
Industry Hospitality
Experience
Airbnb  January 2015 - Present
The Plant Cafe Organic  June 2013 - January 2015
TBL Capital   May 2011 - June 2013
Partnership Capital Growth  May 2011 - June 2013
Acumen Fund  June 2011 - August 2011
Investor's Circle  July 2010 - August 2010
Basis Foods, LLC   June 2010 - August 2010
Tudor Investment Corporation  September 2007 - June 2009
Tudor Investment Corporation  June 2006 - September 2007
Accenture  August 2005 - June 2006

Skills
Financial Modeling, Venture Capital, Social Impact Assessment, Business Strategy, Private Equity, Social Entrepreneurship, Health, FMCG, Hedge Funds, Business Development, Investments, Basketball, Start-ups

Education
Indian School of Business   2010 — 2011
MBA

Duke University - The Fuqua School of Business   2009 — 2011
MBA, Social Entrepreneurship, Finance

Duke University   2001 — 2005
A.B., Public Policy

Trumbull High School   1997 — 2001

Ellen (Kane) Mark Ellen (Kane) Mark Greater Atlanta Area Details
Ellen (Kane) Mark's Investors' Circle Experience June 2013 - January 2014
Job Senior Consultant at North Highland
Industry Marketing and Advertising
Experience
North Highland  March 2015 - Present
Garden & Gun Magazine  June 2014 - March 2015
Kenan-Flagler Business School  June 2012 - May 2014
McKinney  November 2013 - February 2014
Investors' Circle   June 2013 - January 2014
B Lab  June 2013 - August 2013
360i  April 2011 - January 2013
Nest  January 2010 - August 2012
DeVries Public Relations  January 2009 - April 2011
Porter Novelli  June 2007 - November 2008

Skills
Marketing Strategy, Marketing Communications, Public Relations, Client Education, Client Counseling, client development, Project Management, Strategic Communications, Strategic Consulting, Event Management, Management, Crisis Management, Consumer Products, Corporate Social..., Social Media, Sustainability..., Corporate Communications, Non-profit Board..., Fundraising, Entrepreneurship, Brand Management, Nonprofits, Marketing

Education
UNC Kenan-Flagler Business School   2012 — 2014
Master of Business Administration (MBA)

Wake Forest University   2003 — 2007
Bachelor of Arts (B.A.), Psychology

Universitat de Barcelona   2005 — 2005
Study Abroad

Tracy Liu Tracy Liu Greater Los Angeles Area Details
Tracy Liu's Investors' Circle Experience January 2010 - May 2010
Job Corporate Responsibility at The Walt Disney Company
Industry Renewables & Environment
Experience
The Walt Disney Company  November 2011 - Present
Environmental Defense Fund  July 2011 - September 2011
Pepperdine Net Impact   March 2010 - April 2011
The Graziadio School of Business & Management, Pepperdine University   October 2009 - April 2011
VivaKi (Publicis Groupe)   March 2010 - August 2010
Investors' Circle   January 2010 - May 2010
Grubb & Ellis Realty Investors, LLC   June 2006 - August 2009

Skills
Strategic Planning, Project Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2009 — 2011
MBA, Certificate in Social, Ethical, and Environmental Responsibility (SEER)

University of California, Irvine   2001 — 2005

Justin King Justin King Provo, Utah Details
Justin King's Investors' Circle Experience July 2010 - August 2010
Job Founder & CEO Nwapa Snail Farms
Industry Farming
Experience
Nwapa Snail Farms   January 2014 - Present
Scalar Analytics  September 2011 - Present
Codify.me   November 2012 - April 2014
Achatina Snail Farms   June 2012 - September 2013
Tilapiana   September 2010 - September 2012
University Impact Fund  August 2010 - April 2011
BYU Social Venture Competition   May 2010 - April 2011
Fairbourne Consulting  August 2010 - October 2010
Investors' Circle   July 2010 - August 2010
Burro Brand Ghana Ltd  March 2010 - August 2010

Skills
Start-ups, Entrepreneurship, Due Diligence, Financial Modeling, Venture Capital, Business Valuation, Poverty Reduction, Financial Analysis, Social Entrepreneurship, Business Planning, Finance, Strategy, Business Development, Leadership, Business Strategy, Management, Analysis

Education
Brigham Young University   2009 — 2011
MBA

Brigham Young University
Bachelor's Degree

Weber State University
Associate

Davis High School
H.S. Diploma

Matt Lombardi Matt Lombardi San Francisco, California Details
Matt Lombardi's Investors' Circle Experience April 2009 - November 2010
Job Senior Manager, Customer Experience
Industry Online Media
Experience
Concur  February 2015 - Present
Project Amplifi (non-profit organization)   January 2012 - Present
TripIt (From Concur)   October 2013 - December 2014
hear it local   November 2010 - April 2014
Galeforce Capital   December 2010 - December 2012
Investors' Circle   April 2009 - November 2010
Investors' Circle   August 2005 - April 2009
Investors' Circle   August 2004 - August 2005

Skills
Strategic Planning, Business Development, Community Building, Social Entrepreneurship, Venture Capital, Entrepreneurship, Start-ups, Social Enterprise, Non-profits, Fundraising, Philanthropy, Strategic Partnerships, Social Innovation, Sustainability, Corporate Social..., Social Media, Sustainable Business, Business Strategy, Social Media Marketing, Nonprofits

Education
Bates College   2000 — 2004
BA, Political Science

Stephanie Schwartz Stephanie Schwartz San Francisco Bay Area Details
Stephanie Schwartz's Investors' Circle Experience January 2013 - March 2013
Job Senior Associate at Strategy&, part of the PwC network
Industry Management Consulting
Experience
Strategy&, part of the PwC network   September 2015 - Present
PwC - Healthcare New Entrants   September 2014 - Present
BSR (Business for Social Responsibility)   June 2013 - August 2013
Investors' Circle   January 2013 - March 2013
PwC  June 2010 - July 2012
Center for Liberty in the Middle East   February 2007 - June 2010
Foundation for Defense of Democracies  2006 - 2008

Skills
Strategic Planning, Proposal Writing, Strategy, Project Management, Policy Analysis, Strategic Communications, Human Rights, Fundraising, Blogging, Research, Writing

Education
University of Southern California - Marshall School of Business   2012 — 2014
MBA

University of Southern California - Marshall School of Business   2012 — 2014
Graduate Certificate in Sustainability and Business, Sustainability Studies

Women's Campaign School at Yale University   2009 — 2009
Certificate, Campaign management and fundraising

University of Southern California   2003 — 2006
B.A./B.S., B.A. Economics, B.S. Policy, Planning and Development

The Fund for American Studies at Georgetown University   2005 — 2005
Certificate, Comparative Political and Economic Systems

The Madeira School   1998 — 2002

Justin Desrosiers Justin Desrosiers Durham, North Carolina Details
Justin Desrosiers's Investors' Circle Experience July 2013 - Present
Job EarlyStage Impact Investor: Investors'​ Circle and PCC Funds
Industry Venture Capital & Private Equity
Experience
PCC Funds   April 2013 - Present
Investors' Circle   July 2013 - Present
Investors' Circle   April 2012 - June 2013
SJF Institute/SJF Ventures   February 2012 - April 2012
Triangle Ecycling   January 2012 - February 2012
envenn   January 2011 - January 2012
Cherokee Challenge   June 2011 - August 2011
ERM  May 2003 - December 2010
Entropic Systems, Inc.   2002 - 2002

Skills
Venture Capital, Impact Investing, Strategic Planning, New Business Development, Software Project..., Innovative Problem..., Start-ups, Entrepreneurship, Private Equity, Angel Investing, Investments, Sustainability Strategy, Strategic Consulting, Social Media Marketing, M&A due diligence, Social Entrepreneurship, Renewable Energy, Financial Modeling, Cleantech

Education
Duke University - The Fuqua School of Business   2009 — 2010
MBA

Tufts University   2002 — 2004
MS, Environmental Engineering

Tufts University   1998 — 2002
BS, Biology/ Environmental Studies

Kara Cabassa Kara Cabassa Atlanta, Georgia Details
Kara Cabassa's Investors' Circle Experience February 2011 - May 2012
Job Senior Account Executive, Digital at MSLGROUP
Industry Public Relations and Communications
Experience
MSLGROUP  March 2015 - Present
(add)ventures   May 2014 - February 2015
WAN-IFRA  February 2014 - April 2014
Publicis Consultants  September 2013 - December 2013
WAN-IFRA  February 2013 - April 2013
Sotheby's International Realty  May 2011 - July 2012
Investors' Circle   February 2011 - May 2012
Comptoir de Famille & Point a la Ligne U.S.   April 2008 - December 2010
Creative Circle Advertising Solutions   August 2006 - April 2008
RoundOne.com   May 2006 - May 2007

Skills
Marketing Communications, Social Media, Blogging, Advertising, Digital Media, Marketing, Public Relations, Event Planning, Creative Strategy, Media Relations, Corporate Events, Strategy, Branding & Identity, New Media, Copy Editing, Corporate Communications, Digital Marketing, Google Analytics, InDesign, Integrated Marketing

Education
General Assembly   2015 — 2015
Certification, Digital Marketing

American University of Paris   2012 — 2013
Master of Arts (M.A.), Global Communications, Graduated with a 3.86 GPA

Bond University
Study Abroad

Rhode Island School of Design
HTML Course

University of Rhode Island
BA, English Lit. and Writing

Jill Newbold Jill Newbold Chapel Hill, North Carolina Details
Jill Newbold's Investors' Circle Experience June 2012 - Present
Job
Industry Venture Capital & Private Equity
Experience
Investors' Circle   June 2012 - Present
Center for Sustainable Enterprise and Family Enterprise Center, Kenan Flagler Business School   June 2011 - May 2012
newbold m@rketing solutions   1998 - May 2012
SJF Ventures  May 2010 - September 2010
Duke Corporate Sustainability Initiative   September 2009 - January 2010
ProfessionalTravelGuide.com   May 2008 - September 2009
Cary Magazine   2003 - 2008
newbold m@rketing solutions   1998 - 2008
Tar Heel Sports Marketing   1997 - 1998
The Red Herring   1996 - 1997

Skills
New Business Development, Sustainability, Marketing Strategy, Marketing, Business Development, Sales, Management, Renewable Energy, Start-ups, Business Strategy, Entrepreneurship, Strategy, Event Management, Advertising, Online Advertising, Leadership, Business Planning, CRM, Integrated Marketing, Market Research, Social Media Marketing, Strategic Partnerships, Fundraising, Program Management, Cross-functional Team..., Management Consulting, Venture Capital, E-commerce, Project Planning, Product Marketing, Budgets, Competitive Analysis, Executive Management, Public Speaking, Market Analysis, Online Marketing, Enterprise Software

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1988 — 1990
MBA

University of Michigan   1981 — 1985
BA

Sycamore High School

Kelsi Boyle Kelsi Boyle Greater New York City Area Details
Kelsi Boyle's Investors' Circle Experience August 2007 - August 2009
Job Communications Manager at Women Deliver
Industry Marketing and Advertising
Experience
Women Deliver  September 2015 - Present
Dignity Health - California Hospital Medical Center   January 2014 - Present
WomanCare Global  October 2011 - March 2014
Roozt.com  December 2012 - November 2013
CleanFish, Inc.   January 2010 - April 2012
De Facto Publishing   March 2010 - January 2011
Loraypo Artisan Goods   August 2009 - April 2010
Investors' Circle   August 2007 - August 2009

Skills
Social Media, Email Marketing, Blogging, Event Planning, Photography, Facebook, Strategic Communications, Sustainability, Photoshop, Newsletters, Video Editing, Nonprofits, Start-ups, Marketing, Social Enterprise, Marketing Strategy, Brand Development, Graphic Design, Event Management, Social Networking, Public Relations, Press Releases, Marketing Communications, Media Relations, Advertising, Fundraising, Strategy, Editing, Web Design

Education
University of California, Santa Barbara   2003 — 2007
BA Cum Laude, Sociology, Women's Studies, Anthropology

University of California, San Francisco   2013 — 2013
Extended Learning, Contraception: Choices, Culture and Consequences, 98%

Lund University   2005 — 2005
Sociology, Gender Studies

Divya Kumaraiah Divya Kumaraiah Cambridge, Massachusetts Details
Divya Kumaraiah's Investors' Circle Experience August 2012 - May 2014
Job Head of Community Development, PatientPing
Industry Hospital & Health Care
Experience
PatientPing  June 2014 - Present
InSITE  December 2012 - May 2014
Investors' Circle   August 2012 - May 2014
Style Anthem   February 2013 - September 2013
Impact Connector   September 2011 - August 2013
Echoing Green  May 2012 - August 2012
Office of Social Innovation and Civic Participation, The White House   September 2010 - July 2011
Office of Management and Budget, The White House   February 2009 - September 2010
Barack Obama's Campaign for Change  June 2008 - November 2008
Coro Center for Civic Leadership New York   September 2007 - May 2008

Skills
Entrepreneurship, Social Entrepreneurship, Public Policy, Policy Analysis, Community Outreach, Political Campaigns, Impact Investing, Community Organizing, Due Diligence, Strategy, Cross-functional Team..., Project Management, Deal Sourcing, Investment Advisory, Budget Process, Business Strategy, Business Development, Management

Education
Harvard Business School   2011 — 2014
Master of Business Administration (M.B.A.)

Harvard Kennedy School of Government   2011 — 2014
Master of Public Policy (M.P.P.)

Brown University   2003 — 2007
Bachelor of Arts (B.A.)

Michael Cosack Michael Cosack Greater Philadelphia Area Details
Michael Cosack's Investors' Circle Experience June 2015 - Present
Job Principal at CosCos LLC
Industry Venture Capital & Private Equity
Experience
CosCos LLC   May 2007 - Present
Merit Preparatory Charter School of Newark   January 2012 - Present
Matchbook Learning   March 2015 - Present
Investors' Circle   June 2015 - Present
The PFM Group  January 2003 - April 2007
Spagnola-Cosack, Inc.   October 1992 - December 2002
Cosack & Associates   February 1986 - September 1992
Prudential Financial  January 1982 - January 1986

Skills
Senior Executive..., Financial Analysis, Team Building, Staff Development, Strategic Planning, New Business Development, Money Management, Non-profits, Asset Allocation, Tactical Planning, Manage Client..., Strong Negotiation..., Public Relations, Problem Solving, Business Innovation, Real Estate Economics, Best Practices, Financial Risk, Communication Skills, Relationship Management, Impact Evaluation, Executive Managment, Educational Leadership, Advocacy, Liability Analysis, Interpersonal Skills, Business Expansion, Financial Statements, Financial Management..., Marketing Plan Creation, Board Relations, Legal Issues, Compliance, Accounting, Change Management, Contract Negotiation, Key Account..., Expansion Strategies, Strategic Policy..., Investment Policy..., Fiscal Policy

Education
The College of New Jersey   1977 — 1981
Bachelor of Science, Business Administration/Finance/Economics

Cherie Arnold Cherie Arnold Greater Denver Area Details
Cherie Arnold's Investors' Circle Experience January 1991 - January 1998
Job Founder & CEO at Sense of Agency, Sotheby's Luxury Real Estate Broker, International Consultant
Industry Management Consulting
Experience
Sense of Agency   September 2014 - Present
CA International Consulting Group   November 2010 - Present
LIV Sothebys International Realty  2013 - September 2014
Keller Williams International Realty   May 2012 - February 2013
Lipocure, LLC   2009 - December 2011
Visionary Ventures   January 1998 - July 2009
TOSH SYSTEM INC   2005 - 2008
Wholelife Inc.   April 2000 - September 2001
Essentiel Elements   1998 - 2000
INVESTORS CIRCLE  January 1991 - January 1998

Skills
Developing New Markets, International Relations, Global Strategy, P & L Responsibility, Start-ups, Team Building, Resource Management, Product Design, Product Marketing, Strategic Planning, Content Creation, Proposal Writing, Accountability, Personal Training, Writing, Executive Management, Marketing Communications, Leadership, Content Strategy, Entrepreneurship, Business Development, Strategy, Management Consulting, Venture Capital, Training, Leadership Development, Business Planning, Organizational..., Personal Development, Social Networking, Marketing, Strategic Partnerships, Community Outreach, New Business Development, Coaching, Market Research, P&L Management

Education
Our Lady of the Elms

The University of Akron
Bachelor of Arts, Communications

Jeffrey Meyers-Light Jeffrey Meyers-Light Greater Boston Area Details
Jeffrey Meyers-Light's Investors' Circle Experience October 2002 - October 2003
Job
Industry Financial Services
Experience
JPMorgan Chase & Co.   May 2011 - Present
JPMorgan Chase & Co.   January 2011 - May 2011
State Street Corporation  January 2008 - December 2010
JPMorgan Chase & Co.   March 2007 - January 2008
Investors Bank & Trust Co.   July 2005 - March 2007
Green Century Capital Management, Inc.   October 2003 - July 2005
Investors Circle  October 2002 - October 2003

Education
Boston University   2001 — 2003
MBA, Finance/Public & Non-profit Management

Babson College   1989 — 1993
BS, Management

David Knox David Knox San Francisco, California Details
David Knox's Investors' Circle Experience July 2011 - September 2012
Job Client Strategy Director at Gainsight
Industry Internet
Experience
Gainsight  April 2015 - Present
The Boston Consulting Group  September 2012 - April 2015
Investors' Circle   July 2011 - September 2012
The Boston Consulting Group  May 2011 - August 2011
Conservation International  August 2003 - June 2010
School for International Training  January 2001 - June 2001
U.S. Centers for Disease Control and Prevention   August 2000 - January 2001

Skills
Renewable Energy, Entrepreneurship, Business Strategy, Strategic Planning, Financial Modeling, Due Diligence, Management Consulting, Venture Capital, Private Equity, Sustainability, International..., Strategy, Emerging Markets, Competitive Analysis, Valuation, Energy, Technology, Start-ups, Data Analysis, Strategic Consulting, Market Entry, Social Entrepreneurship, Corporate Finance, Corporate Development, Economics, Mergers & Acquisitions

Education
The Wharton School, University of Pennsylvania   2010 — 2012
MBA, Finance and Entrepreneurship

University of Cape Town   2002 — 2003
MSc., Conservation Biology

University of North Carolina at Chapel Hill   1996 — 2000
BS, Biology and Chemistry

Dominic Kulik Dominic Kulik Greater New York City Area Details
Dominic Kulik's Investors' Circle Experience January 2000 - July 2010
Job Founding Managing Director, IECM
Industry Investment Management
Experience
Industrial Ecology Capital Management (IECM)   January 2008 - Present
Natural Systems Utilities, LLC   January 2007 - Present
Dakai Entrerprises, LLC   January 1997 - Present
Horace Mann School  May 2012 - Present
Bioregen Systems, LLC   April 2004 - January 2012
Investors Circle  January 2000 - July 2010
Business for Social Responsibility (BSR)   February 1992 - October 1997

Skills
Investments, Venture Capital, Corporate Social..., Private Equity, Cleantech, Social Entrepreneurship, Energy, Angel Investing, Private Placements, Water, Finance, Leadership, Management, Entrepreneurship, Start-ups

Education
Williams College   1982 — 1986
B.A., Contract (Political Science), Classics

Horace Mann School   1978 — 1982
High School Diploma

Columbia University - Columbia Business School
Masters of Business Administration, Finance

Rachele Haber-Thomson Rachele Haber-Thomson New York, New York Details
Rachele Haber-Thomson's Investors' Circle Experience July 2013 - Present
Job Director of Operations at Investors' Circle
Industry Venture Capital & Private Equity
Experience
Investors' Circle   July 2013 - Present
Investors' Circle   July 2012 - July 2013
Bridges Ventures  June 2011 - August 2011
Yahoo!  April 2008 - June 2010
AOL  February 2007 - April 2008
Harris Interactive  October 2005 - February 2007

Skills
Financial Modeling, New Business Development, Research, Competitive Analysis, Market Research, International..., Operations, Marketing Strategy, Marketing, Strategy, Analytics

Education
New York University - Leonard N. Stern School of Business   2010 — 2012
MBA, Social Innovation and Impact, Strategy, Finance

University of Rochester   2001 — 2005
BA, Economics, French

Frances Walker-Dudenhoefer Frances Walker-Dudenhoefer Greater Seattle Area Details
Frances Walker-Dudenhoefer's Investors' Circle Experience July 2010 - November 2010
Job Executive Director at Washington Engage
Industry Management Consulting
Experience
Washington Engage   April 2015 - Present
Washington Engage   August 2014 - April 2015
Northwest Patient Alliance Dockside Co-op   April 2011 - April 2015
Community Empowerment Network  November 2010 - October 2012
Pinchot  September 2011 - June 2012
Investors' Circle   July 2010 - November 2010
Clinton Foundation  September 2008 - February 2009
US Department of Health and Human Services  January 2001 - September 2008
International Training & Education Center on Health, University of Washington   July 2005 - May 2007
Florida Department of Health  July 2001 - July 2005

Skills
Microsoft Operating..., Project Management, Program Management, Grant Administration, Budget Monitoring, Training Delivery, Business Coaching, Mentoring Of Staff, Stakeholder Management, Strategic Consulting, Global Health, Public Health, Strategic Policy..., Technical Writing, Oral & Written..., Technical Presentations, French, Fundraising, Program Evaluation, Program Development, Grants, Capacity Building, International...

Education
Florida State University   1999 — 2003
Master's Degree, International Affairs

Pinchot   2009 — 2011
Master of Business Administration (M.B.A.), Sustainable Business (Society, Economy, Environment)

University of South Florida   1996 — 1998
Bachelor's Degree, Social Work/ Psychology, 4.0

Noah Picard Noah Picard Cotati, California Details
Noah Picard's Investors' Circle Experience June 2010 - August 2010
Job Researcher at Brown University UPOD Lab
Industry Computer Software
Experience
UPOD Lab at Brown University   January 2015 - Present
Enphase Energy  June 2015 - August 2015
Picard Web Design   December 2013 - July 2015
Brown University Computer Science   December 2014 - January 2015
Remote Sensing Systems   June 2014 - August 2014
Salazar Games   October 2011 - August 2014
Investors' Circle   June 2010 - August 2010
VitalLink   May 2010 - August 2010

Skills
Software Development, Programming, Game Design, Public Speaking, Research, Web Design, Artificial Intelligence, Game Development, User Interface, Video Games, Data Modeling, Modeling, Database Administration, Web Applications, Mobile Applications, Mobile Games, Python

Education
Brown University   2014 — 2018
Bachelor's Degree, Mathematics and Computer Science

Sonoma State University   2012 — 2014
Mathematics and Computer Science, 4.00

Technology High School   2010 — 2014
Valedictorian, 4.628

Ava Lala Ava Lala Greater Philadelphia Area Details
Ava Lala's Investors' Circle Experience September 2011 - November 2011
Job Director, Geneva Global
Industry Philanthropy
Experience
Geneva Global  May 2013 - Present
Net Impact  August 2013 - Present
Zarathushti Cultural Center (ZACUCE)   2007 - December 2013
SEI  August 2005 - April 2013
Investors' Circle   September 2011 - November 2011
SEI  August 2004 - August 2005
SEI  November 2003 - August 2004
SEI  July 2001 - November 2003

Skills
Marketing Strategy &..., Market & Product..., Product Launches, Competitive Analysis, Brand Development, Project Management, Lead Generation, Prospect Nurturing, Budget Management, Marketing Communications, Online & Digital..., Social Media, Public Speaking, Vendor Management, SEO, Public Relations, Writing & Editing, Team Building &..., Presentations, Marketing, Leadership, Integrated Marketing, CRM, Budgets, Strategic Corporate..., Branding & Identity, Strategy, Product Launch, Strategic Communications, Business Strategy, Management

Education
Villanova University   2008 — 2010
MBA

University of Michigan   1997 — 2001
BA

North Farmington

Leigh Fiske Leigh Fiske Boulder, Colorado Details
Leigh Fiske's Investors' Circle Experience July 2011 - August 2011
Job VP of Impact & Partnerships at The Unreasonable Institute
Industry International Trade and Development
Experience
The Unreasonable Institute  July 2014 - Present
FSG  February 2012 - July 2014
Investors' Circle   July 2011 - August 2011
TBL Capital   May 2011 - August 2011
Living Goods  June 2010 - August 2010
FSG Social Impact Advisors  May 2006 - June 2009
L.E.K. Consulting   September 2004 - May 2006

Skills
Data Analysis, Business Strategy, Non-profits, Management Consulting, Strategy, Social Entrepreneurship, Healthcare, Leadership, Nonprofits, Philanthropy, Financial Modeling, International..., Global Health, Microfinance, Social Enterprise, Corporate Social..., Public Health, Entrepreneurship, Venture Capital, Analysis, Financial Analysis, Research, Impact Investing

Education
University of California, Berkeley   2009 — 2011
MPH, Public Health

University of California, Berkeley - Walter A. Haas School of Business   2009 — 2011
MBA

Dartmouth College   2000 — 2004
B.A, Psychological and Brain Sciences; Women's and Gender Studies

Todd J. Mills Todd J. Mills Columbus, Ohio Area Details
Todd J. Mills's Investors' Circle Experience August 2009 - December 2009
Job Founder at Acre: FarmtoTable ToGo
Industry Renewables & Environment
Experience
Acre: Farm-to-Table To-Go   April 2014 - Present
Ohio State University Council of Graduate Students   May 2013 - May 2014
Fisher College of Business  August 2012 - May 2014
Sustainable Ohio   May 2013 - September 2013
Local Matters  January 2010 - July 2012
Center for Progressive Leadership  February 2010 - October 2010
Business Alliance for Local Living Economies (BALLE)   August 2007 - January 2010
Investors' Circle   August 2009 - December 2009
Business Alliance for Local Living Economies (BALLE)   March 2007 - September 2009
Global Exchange  2004 - 2007

Skills
Non-profits, Community Outreach, Grant Writing, Community Organizing, Public Speaking, Research, Social Media, Fundraising, Event Planning, Editing, Sustainability, Volunteer Management, Economic Development, Nonprofits, Community Development

Education
The Ohio State University - The Max M. Fisher College of Business   2012 — 2014
Master of Business Administration (MBA), Economic Development and Entrepreneurship

University of Michigan   1999 — 2003
BA, Global Studies: Development and Globalization

School for International Training   2002 — 2002

Travis Britain Travis Britain Boston, Massachusetts Details
Travis Britain's Investors' Circle Experience January 2015 - July 2015
Job Associate Consultant at Liberty Mutual Insurance
Industry Management Consulting
Experience
Liberty Mutual Insurance  August 2015 - Present
Investors' Circle   January 2015 - July 2015
Cornerstone Research  May 2014 - August 2014
Third Sector Capital Partners  May 2013 - August 2013

Education
Duke University   2011 — 2015
B.S., Statistical Science & Economics

Joseph J. Lam Joseph J. Lam Raleigh-Durham, North Carolina Area Details
Joseph J. Lam's Investors' Circle Experience August 2015 - Present
Job Project Manager at Golden Bell Partners, LLC | Cofounder | StudentAthlete, Duke University
Industry Venture Capital & Private Equity
Experience
DUhatch   September 2015 - Present
Golden Bell Partners, LLC   August 2015 - Present
Investors' Circle   August 2015 - Present
Beijing Yi Lang Biotechnology Co., Ltd.   June 2014 - Present
Academic Advising Center - Duke University   April 2014 - Present
500 Startups [Alumnify]   May 2015 - August 2015
Golden Bell Partners, LLC   February 2015 - August 2015
Duke in Silicon Valley   June 2015 - July 2015
Olympic Sports Center Gymnasium   June 2014 - July 2014

Skills
Project Management, Marketing, Peer Mentoring, Data Analysis, Entrepreneurship, Business Development, Sales, Leadership, Growth Hacking, Disruptive Innovation, Market Research, Client Relations, Entrepreneurship..., Sports Coaching, Academic Advising, Editing, New Business Development, Sales & Marketing..., Bilingual Communications, Translation, Industrial Research, Logo Design, Elder Care, Community Service, Microsoft Office, PowerPoint, Matlab

Education
Duke University   2013 — 2017
Junior

Stuart Hall High School   2009 — 2013

Ayaka Emoto Ayaka Emoto San Francisco, California Details
Ayaka Emoto's Investors' Circle Experience July 2012 - March 2013
Job Senior Marketing Strategist at Pacific Gas & Electric
Industry Utilities
Experience
Pacific Gas and Electric Company  October 2013 - Present
Investors' Circle   July 2012 - March 2013
Fenix International  May 2012 - August 2012
Allison+Partners  November 2007 - March 2012

Education
Presidio Graduate School   2011 — 2013
MBA, Sustainable Business Management

Bowdoin College   2001 — 2005
B.A.

Lisa (Chao) Zhang Lisa (Chao) Zhang Baltimore, Maryland Details
Lisa (Chao) Zhang's Investors' Circle Experience January 2013 - April 2013
Job Valuation & Investment Analyst, FP&A
Industry Financial Services
Experience
Laureate International Universities  July 2014 - Present
Overseas Private Investment Corporation  May 2013 - July 2013
Investors' Circle   January 2013 - April 2013
Bank of America  2011 - 2012
Bank of America  2009 - 2011
Merrill Lynch  2007 - 2009
Pennsylvania Inter-Governmental Cooperation Authority   2006 - 2007
TFM Group - China (Previously Vantages & Associates)   2005 - 2005

Skills
Equities, Management Consulting, Business Strategy, Non-profits, Strategy, Financial Modeling, International..., Strategic Planning, Program Management, Business Development, Market Research, Due Diligence, Start-ups, Portfolio Management, Venture Capital

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Master of Business Administration (MBA), Management and Finance

University of Pennsylvania - The Wharton School   2004 — 2008
B.S in Economics and B.A in Finance, Dual Degree Program

Andrew Cousins Andrew Cousins Durham, North Carolina Details
Andrew Cousins's Investors' Circle Experience May 2014 - Present
Job Operations Associate at Investors' Circle
Industry Venture Capital & Private Equity
Experience
Investors' Circle   May 2014 - Present
Sister Communities of San Ramón Nicaragua   May 2014 - Present
Start-Up Chile  June 2015 - June 2015
Echoing Green  March 2015 - March 2015
Renta Moto Matagalpa   August 2013 - March 2014
Community Enterprise Solutions  2013 - September 2013
ESPN  December 2011 - September 2013
Milaap Social Ventures   February 2013 - March 2013
Ironshore Insurance  July 2011 - January 2013
Social Entrepreneur Corps  June 2012 - July 2012

Skills
Training, Analysis, Project Management, Management, Public Speaking, Leadership, Marketing, Quality Assurance, Capacity Building, Team Building, Microsoft Excel, Sales, Community Development, International Project..., PowerPoint, Microsoft Office, Social Entrepreneurship, Impact Investing, Entrepreneurship, Start-ups

Education
The University of Connecticut
B.S. in Agricultural & Resource Economics, Concentration in International Development

Simsbury High School   2003 — 2007
Diploma

Ashley Murphy, MBA Ashley Murphy, MBA Greater Los Angeles Area Details
Ashley Murphy, MBA's Investors' Circle Experience July 2009 - November 2009
Job National Business Development, HeartCheck Food Certification
Industry Hospital & Health Care
Experience
American Heart Association American Stroke Association  June 2015 - Present
Make A Wish Foundation  February 2014 - June 2015
American Heart Association  July 2011 - March 2014
Transplant Connect  June 2010 - June 2011
DePuy Orthopaedics  March 2008 - July 2010
Investors' Circle   July 2009 - November 2009
NextAid  May 2009 - September 2009
DePuy Mitek  July 2006 - February 2008

Skills
Marketing Strategy, Business Development, Competitive Analysis, Market Research, Cross-functional Team..., Start-ups, Business Strategy, Business Planning, New Business Development, Marketing, Management, Contract Negotiation, Sales Operations, Budgets, Sales, Training, Public Speaking, Healthcare, Strategic Planning, Product Management, Project Management, Market Planning, Hospitals, Product Development, Account Management, Entrepreneurship, Leadership, Analysis, Analytics, Strategy, Strategic Partnerships, International Business, Executive Management, Product Marketing, CRM, Program Management, Salesforce.com, Marketing Communications, Product Launch, Market Analysis, Marketing Management, Selling, Consulting, Team Building, Team Leadership

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2010
MBA, Entrepreneurship Management

University of Washington
BA, Business

Denny Pallenberg Denny Pallenberg San Francisco, California Details
Denny Pallenberg's Investors' Circle Experience February 2011 - June 2011
Job Creative, Strategic Thinker and Connector
Industry Marketing and Advertising
Experience
Greenhouse GO   June 2015 - Present
Urban Innovation Exchange (UIX Global)   February 2015 - June 2015
GoodPeople  June 2013 - October 2014
To-Go Ware   April 2009 - April 2013
Toniic   2012 - 2012
Trademark Event Productions   April 2006 - December 2011
Investors' Circle   February 2011 - June 2011
Confluence Philanthropy  November 2010 - February 2011
Investors Circle  August 2010 - November 2010
Holland America Line  September 2008 - May 2009

Skills
Business Development, Sustainability, Entrepreneurship, Social Media Marketing, Brand Management, Project Management, Marketing, Event Management, Problem Solving, Creativity, Strategy, Account Management, Sustainability..., CRM, Community Development, Design Thinking, Social Entrepreneurship, Stakeholder Engagement, Building Relationships, Business Planning, Sales, Humor, Program Management, Training, Sales Operations, Business Analysis, Analysis, Sustainable Business, Corporate Social..., Email Marketing, Lead Generation, Integrated Marketing, Product Development, Social Media, Sustainability Strategy, Impact Investing, Gamification, Mindfulness Meditation, Social Innovation, Start-ups, Leadership, Salesforce.com

Education
Bainbridge Graduate Institute   2008 — 2010
MBA, Sustainable Business Management

Colorado State University   1993 — 1998
BS, Natural Resource Management, Recreation & Tourism

Ben Blackburn Ben Blackburn Greater Chicago Area Details
Ben Blackburn's Investors' Circle Experience January 2011 - May 2012
Job Director, Corporate Development at LanzaTech
Industry Renewables & Environment
Experience
LanzaTech  January 2013 - Present
LanzaTech  May 2012 - December 2012
Investors' Circle   January 2011 - May 2012
Duke Energy Corporation  June 2011 - August 2011
The North Face  September 2009 - July 2010
The North Face  July 2007 - September 2009
Jefferies & Company  May 2006 - May 2007
Merrill Lynch  June 2004 - May 2006

Skills
Renewable Energy, Cleantech, Energy Efficiency, Smart Grid, Solar, Product Development, Product Management, Sustainable Business, Sustainable Design, Clean Energy, Sustainability, Energy, Mergers & Acquisitions, Private Equity, Strategy, Solar Energy, Business Strategy, Market Analysis, Strategic Planning, Venture Capital, Corporate Finance, Corporate Development, Entrepreneurship, Investments, Analysis, Financial Modeling, Due Diligence

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2010 — 2012
MBA, Sustainable Enterprise, Entrepreneurship, Corp. Finance

Wake Forest University   2000 — 2004
BA, Politcal Science, International Relations, Finance

Kelly LaForge Kelly LaForge Louisville, Kentucky Details
Kelly LaForge's Investors' Circle Experience June 2012 - June 2013
Job J.D. Candidate, Notre Dame Law School 2017
Industry Law Practice
Experience
South Carolina Commission on Indigent Defense  May 2015 - Present
Alison Lundergan Grimes Campaign for U.S. Senate   May 2014 - August 2014
Investors' Circle   June 2012 - June 2013
University of Alabama Department of Health Promotion & Wellness   August 2012 - December 2012

Skills
InDesign, Photoshop, Illustrator, Microsoft Office, Adobe Creative Suite, Mac, Adobe Acrobat, Facebook, Social Media, Writing, Public Speaking, PowerPoint

Education
University of Notre Dame Law School   2014 — 2017
Juris Doctor (J.D.)

University of Alabama   2010 — 2014
Bachelor's Degree, Public Relations, Political Science, Business

Elizabeth Ü Elizabeth Ü San Francisco Bay Area Details
Elizabeth Ü's Investors' Circle Experience February 2005 - January 2007
Job
Industry Accounting
Experience
Xero  March 2015 - Present
Freelance  April 2013 - March 2015
Finance for Food   September 2010 - March 2015
California FarmLink  June 2010 - October 2013
RSF Social Finance  October 2007 - September 2010
Gospel Flat Farm   September 2007 - November 2007
Business Alliance for Local Living Economies  March 2007 - September 2007
Investors' Circle   February 2005 - January 2007
HomeGrown Natural Foods   January 2004 - April 2005
Worldwise, Inc.   July 2002 - October 2003

Skills
Sustainability, Entrepreneurship, Nonprofits, Social Entrepreneurship, Sustainable Agriculture, Public Speaking, Sustainable Business, Leadership, Non-profits, Fundraising, Strategic Planning, Marketing, Workshop Facilitation, Research, Sustainable Development, Agriculture, Community Development, Philanthropy, Community Outreach, Social Enterprise, Grants, Program Development, Economic Development, Food, Grant Writing, Management

Education
Coaches Training Institute   2014 — 2015
Co-Active Coach Training Program

Nicolson Group   2014 — 2015
9 Month Coaching Mastery & Leadership Program

Presidio Graduate School   2003 — 2005
MBA, Sustainable Management

McGill University   1995 — 1999
BSc, Geography, with Great Distinction

UHS

Rachel Lichte Rachel Lichte Greater New York City Area Details
Rachel Lichte's Investors' Circle Experience August 2012 - September 2012
Job Social Innovation Strategy | Responsible Sourcing | International development
Industry Luxury Goods & Jewelry
Experience
BBMG  June 2014 - Present
Bagatto, Inc.   April 2009 - April 2015
Clarity Project, Inc.   July 2013 - November 2014
The Clarity Project, LLC   January 2009 - July 2013
Serious Fun Children's Network (Client at Duke University)   January 2013 - April 2013
Investors' Circle   August 2012 - September 2012
Sustainable Apparel Coalition (Client through Duke University)   October 2011 - April 2012
BBMG  July 2007 - April 2011
Community Grows   2008 - 2009
naturalpath.com   April 2007 - July 2007

Skills
Social Entrepreneurship, Corporate Social..., Sustainable Business, Social Media, Sustainability, Cause Marketing, Social Media Marketing, Non-profits, Copywriting, Brand Architecture, Strategic Communications, Marketing Strategy, Nonprofits, Brand Development, Social Networking, Strategy, Community Outreach, Entrepreneurship

Education
Duke University - The Fuqua School of Business   2011 — 2014
Master of Business Administration (M.B.A.)

Duke University Nicholas School of the Environment   2011 — 2011

Stanford Continuing Studies   2010 — 2010

University of California, Santa Cruz   2003 — 2005
BA

University of Southern California   2002 — 2002

Sally Steele Sally Steele San Francisco, California Details
Sally Steele's Investors' Circle Experience January 2010 - June 2013
Job Marketing and Branding Consultant
Industry Marketing and Advertising
Experience
Independent  January 2006 - Present
Investors' Circle   January 2010 - June 2013
SSW, LLC   March 2001 - June 2010
For Better or For Worse/Nash Entertainment   January 2004 - January 2006
Special Events  2000 - 2004
Pacific Outlets   1996 - 1998
Hotel Monaco  1995 - 1996

Skills
Spokesperson, Event Management, Non-profits, Social Entrepreneurship, Event Planning, Marketing Strategy, Entrepreneurship, Public Speaking, Community Development, Program Management, Nonprofits, Social Media, Leadership, Corporate Social..., Sustainability, Marketing, Public Relations, Philanthropy, Strategy, Strategic Partnerships, Marketing Communications, Fundraising, Social Networking, Sales, Social Media Marketing, Market Research, Start-ups, Contract Negotiation

Education
San Francisco State University   1987 — 1990
BA, International Relations

RHS

Molly Deringer Molly Deringer San Francisco Bay Area Details
Molly Deringer's Investors' Circle Experience February 2007 - August 2010
Job Associate at California Environmental Associates
Industry Management Consulting
Experience
California Environmental Associates  August 2010 - Present
Investors' Circle   February 2007 - August 2010
Investors' Circle   2007 - 2008

Skills
Sustainable Development, Sustainability, Entrepreneurship, Policy, Strategy, Nonprofits, Sustainable Business, Cleantech, Corporate Social..., Environmental Policy, Environmental Awareness, Strategic Planning, Research, Renewable Energy, Management

Education
Brown University   2002 — 2006
BA, Environmental Studies

Phillips Exeter Academy   1998 — 2002

Charlotte Coultrap-Bagg Charlotte Coultrap-Bagg New York, New York Details
Charlotte Coultrap-Bagg's Investors' Circle Experience January 2010 - April 2010
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  January 2015 - Present
Credit Suisse  July 2011 - December 2014
Credit Suisse  June 2010 - August 2010
Investors' Circle   January 2010 - April 2010
Environmental Defense Fund  May 2009 - July 2009
ICF International  July 2004 - September 2008
Upper Valley Land Trust  April 2004 - June 2004

Skills
Renewable Energy, Financial Modeling, Energy, Climate Change, Sustainability, Energy Policy, Sustainable Business, Environmental Policy, Sustainability..., Life Cycle Assessment, Data Analysis, Cleantech, Strategy, Carbon Footprinting, Corporate Social..., Policy Analysis, Sustainability Reporting, Valuation, Due Diligence

Education
University of Michigan - Stephen M. Ross School of Business   2008 — 2011
MBA, Finance and Strategy

University of Michigan School of Natural Resources & Environment   2008 — 2011
MS, Environmental Policy

Dartmouth College   1999 — 2003
AB, Environmental Studies

Tim Whitley Tim Whitley San Francisco Bay Area Details
Tim Whitley's Investors' Circle Experience July 2009 - September 2009
Job Founder at Carbon Offsets To Alleviate Poverty (COTAP.org)
Industry International Trade and Development
Experience
Carbon Offsets To Alleviate Poverty (COTAP.org)   October 2009 - Present
Investors' Circle   July 2009 - September 2009
UNC's Kenan-Flagler Business School  August 2007 - May 2009
Carolina Entrepreneurial Fellows   June 2008 - August 2008
California Affordable Housing Initiatives / CGI Group Inc.   June 2005 - April 2007
Sierra Club  2001 - 2005
Beenz.com  August 1999 - August 2000
Navigant Consulting  February 1997 - August 1998

Skills
Sustainability, Entrepreneurship, Strategy, Start-ups, Competitive Analysis, Environmental Awareness, Leadership, Social Entrepreneurship, Marketing Strategy, Business Planning, Venture Capital, New Business Development, Marketing, Analysis

Education
University of Melbourne - Melbourne Business School   2009 — 2009
Exchange program, February to March 2009.

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2007 — 2009
MBA, Entrepreneurship and Sustainable Enterprise

University of Virginia   1992 — 1996
B.S. Commerce, McIntire School of Commerce, Concentrations in Finance and International Business, Minor in Spanish

Wes Melville Wes Melville Washington, District Of Columbia Details
Wes Melville's Investors' Circle Experience January 2012 - April 2012
Job Associate at Booz Allen Hamilton
Industry Marketing and Advertising
Experience
Booz Allen Hamilton  January 2015 - Present
Compass Pro Bono  November 2014 - Present
Partners for the Common Good  January 2013 - January 2015
Performance Management Group  August 2011 - January 2013
University of North Carolina at Chapel Hill  May 2012 - August 2012
UNC Kenan-Flagler  January 2011 - May 2012
Investors' Circle   January 2012 - April 2012
Anka Funds   September 2011 - January 2012
Ashoka´s Changemakers  May 2011 - August 2011
ZOU Marketing   June 2007 - June 2010

Skills
Social Entrepreneurship, Strategic Consulting, Entrepreneurship, Business Strategy, Community Outreach, Sustainability, Event Planning, Marketing Strategy, Marketing Communications, Strategy, Program Management, Strategic Planning, Management, Project Management, Business Development, Competitive Analysis, Nonprofits, Marketing, Analysis

Education
UNC Kenan-Flagler Business School   2010 — 2012
MBA, Global Strategy, Marketing & Sustainability

Hopkins Nanjing Center   2005 — 2006
Post-Graduate Certificate, Sino-U.S. Relations

University of North Carolina at Wilmington   1998 — 2002
Bachelor's, American History

John M. Mason, Jr. John M. Mason, Jr. Greater Philadelphia Area Details
John M. Mason, Jr.'s Investors' Circle Experience 2011 - Present
Job Chairman, President, and CEO at New Finance
Industry Venture Capital & Private Equity
Experience
New Finance   January 2013 - Present
Investors' Circle   2011 - Present
Penn State Great Valley  January 1993 - March 2013
e3bank   2010 - 2011
First Bank of Philadelphia   January 1992 - December 1995
Flagship Financial Corporation   July 1987 - June 1991
Wilmington Savings Fund Society  June 1983 - June 1987
Finance Department, Wharton School, University of Pennsylvania   1972 - 1983

Skills
Public Speaking, Teaching, Data Analysis, Economics, Nonprofits, Editing, Strategic Planning, Financial Modeling, Sustainability, Mathematical Modeling, Finance, Research, Venture Capital

Education
Michigan State University   1966 — 1971
Ph. D.

Kenton Epard Kenton Epard Greater Denver Area Details
Kenton Epard's Investors' Circle Experience 2014 - 2015
Job CoFounder Airstream Energy
Industry Renewables & Environment
Experience
Airstream Energy   August 2006 - Present
Investors' Circle   2014 - 2015
Investors' Circle   2014 - 2015
Level 3 Communication / Content Markets Group   November 2006 - August 2007
Level 3 Communications  June 2005 - November 2006
Texas Instruments - Broadband Communications Group   June 2004 - December 2004
Texas Instruments: Broadband Communications Group   2002 - 2004
Texas Instruments - Broadband Communications Group   2000 - 2002
Texas Instruments  1996 - 2000
Ericsson  1995 - 1995

Skills
Entrepreneurship, Product Management, Business Development, Semiconductors, Analysis, Management, Financial Analysis, Sales, Business Process, Renewable Energy, Project Planning, SaaS, Functional Requirements, Project Management, Start-ups, Strategic Planning, Project Portfolio..., Marketing, Wireless, Cross-functional Team..., Telecommunications, Go-to-market Strategy, Engineering

Education
University of Pennsylvania - The Wharton School   2004 — 2006
MBA

Justus Liebig Universitaet   1994 — 1995
International Exchange Student

Kansas State University   1990 — 1994
BS, Electrical Engineering

Ken Alston Ken Alston Washington D.C. Metro Area Details
Ken Alston's Investors' Circle Experience 2011 - 2011
Job Finance Advisor, Office of the Secretary at US Department of Energy
Industry Renewables & Environment
Experience
US Department of Energy  2012 - Present
The White House  2012 - 2012
Investor's Circle  2011 - 2011
Editas   2010 - 2011
Penta Group   August 2010 - September 2010
Simbol Materials  June 2010 - August 2010
Booz Allen Hamilton  July 2006 - July 2009

Skills
Strategy, Private Equity, Entrepreneurship, Start-ups, Financial Modeling, Business Development, Strategic Planning, Venture Capital, Cleantech, Energy, Analytics, Marketing, Impact Investing, Consulting

Education
Stanford University Graduate School of Business   2009 — 2012
MBA

Stanford University School of Earth, Energy, and Environmental Science   2009 — 2012
MS

University of Virginia   2002 — 2006
BA

Arun Shekar Arun Shekar Berkeley, California Details
Arun Shekar's Investors' Circle Experience July 2011 - August 2011
Job Product & Business Development Guy
Industry Computer Software
Experience
Alchemist Accelerator  December 2014 - Present
Augment Advisory   September 2014 - Present
Medisas   March 2015 - July 2015
ShopQuick   August 2013 - September 2014
Gratitude Network   August 2012 - August 2013
Renaissance Entrepreneurship Center  June 2012 - July 2013
FreeBrie   October 2012 - March 2013
IBM Global Business Services  September 2004 - August 2012
Investors' Circle   July 2011 - August 2011
Point Source Power   January 2011 - June 2011

Skills
Entrepreneurship, Strategy, Venture Capital, Management Consulting, Finance, Business Development, Marketing Strategy, SEO, Mobile Technology, Product Marketing, Mergers & Acquisitions, SaaS, Enterprise Software, Cloud Computing, CRM, Program Management, Cross-functional Team..., Leadership, Management, Start-ups, Product Management, Analytics

Education
University of California, Berkeley - Walter A. Haas School of Business
MBA

University of North Carolina at Charlotte
MS, Computer Science

PSG College of Technology
Bachelor of Engineering (BEng), Electronics and Communications Engineering

Omet Ewoterai Omet Ewoterai Greater New York City Area Details
Omet Ewoterai's Investors' Circle Experience July 2011 - September 2011
Job Management Consultant at Accenture
Industry Management Consulting
Experience
Accenture Strategy  October 2012 - Present
Investors' Circle   July 2011 - September 2011
JPMorgan Chase  June 2006 - July 2010
Clinton Foundation  August 2004 - January 2005
Kraft Foods Group  2001 - 2001

Skills
Strategy, Financial Modeling, Strategic Planning, International Project..., Forecasting, Finance, Digital Strategy, Acquisition Integration, Leadership, Project Management, Corporate Strategy..., Growth Strategies, Venture Capital, Business Strategy, Bank Mergers, IT Investment Management, Management, Consulting, Management Consulting, Business Analysis, Start-ups, Financial Analysis, Valuation, Data Analysis, Corporate Finance, Financial & Operational..., Product Lifecycle..., Business Development, New Business Development, Program Management, Analytics, Executive Management, Analysis, Due Diligence, Financial Services

Education
London Business School   2011 — 2012
MBA

New York University   2010 — 2012
Master of Business Administration (MBA)

Princeton University   2002 — 2006
Bachelor of Arts

Patricia Dandonoli Patricia Dandonoli Greater New York City Area Details
Patricia Dandonoli's Investors' Circle Experience December 2009 - January 2012
Job Strategy Consultant
Industry Nonprofit Organization Management
Experience
School of Visual Arts  September 2013 - Present
Various Clients  July 2009 - Present
Orbis International  July 2013 - July 2014
Concern Worldwide  October 2012 - January 2013
Concern Worldwide USA   April 2011 - September 2012
Investors' Circle   December 2009 - January 2012
Natural Systems Utilities, LLC   July 2009 - January 2011
WaterAid America  March 2006 - June 2009
Various Clients  2000 - 2006
Office of Queen Rania al Abdullah, Jordan   2004 - 2005

Skills
Fundraising, Nonprofits, Strategic Planning, Grants, Strategy, Leadership, Grant Writing, Program Development, Program Management, Management

Education
The Graduate Center, City University of New York   1975 — 1977

Clark University   1971 — 1975
BA

Betsi Roach, CAE Betsi Roach, CAE Chicago, Illinois Details
Betsi Roach, CAE's Investors' Circle Experience January 1995 - September 1997
Job Executive Director at Legal Marketing Association
Industry Legal Services
Experience
Legal Marketing Association  May 2007 - Present
American Bar Association  May 1999 - May 2007
Farella Braun + Martel LLP  January 1998 - April 1999
Investors' Circle   January 1995 - September 1997
MotivAction  January 1994 - December 1994
IDEA: The International Association of Fitness Professionals   December 1991 - June 1993
Lutheran Brotherhood Securities Corporation   1986 - 1990

Skills
Strategic Planning, Event Management, Sponsorship, Corporate Communications, Non-profits, Project Management, Leadership, Strategy, Marketing Communications, Nonprofits, Licensing, Business Development, Community Outreach, Social Media, Marketing Strategy, Management, Coaching, Leadership Development, Strategic Partnerships, Strategic Communications, Contract Negotiation, Marketing, Public Speaking, Non-profit..., Public Relations

Education
Thunderbird School of Global Management   1990 — 1991
Master of International Management

University of Minnesota-Twin Cities   1983 — 1985
B.A., Linguistics, Foreign Languages

Lewis and Clark College   1981 — 1983
Liberal Arts, Russian

Michael Chasnow Michael Chasnow San Francisco, California Details
Michael Chasnow's Investors' Circle Experience August 2011 - June 2012
Job Director of Sales at Valor Water Analytics, Inc
Industry Environmental Services
Experience
Valor Water Analytics, Inc   June 2015 - Present
1:1 Fund, CFED   September 2012 - May 2015
UNC Environmental Finance Center  August 2010 - December 2012
Investors' Circle   August 2011 - June 2012
Self-Help Credit Union  May 2011 - March 2012
CSE Consulting, Kenan Institute   May 2010 - August 2010
Centre for Micro Finance   May 2008 - July 2009
Lazarus Leadership Fellows Program   January 2008 - May 2008
Corporate Executive Board  August 2005 - May 2008

Skills
Sustainability, Economic Development, Renewable Energy, Research, Financial Modeling, Business Strategy, Business Planning, Energy Efficiency, Survey Development, Entrepreneurship, Strategic Consulting, Project Management, Market Research, Management Consulting, Leadership, Start-ups, Management, Economics, Program Management, Due Diligence, Strategy, Business Development

Education
University of North Carolina at Chapel Hill   2010 — 2012
Masters in City and Regional Planning (MCRP), Economic Development & Energy

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2012
MBA, Sustainable Enterprise & General Management

Washington University in St. Louis   2001 — 2005
AB, Political Science

Oxford University   2004 — 2004
European Union Government and Public Economics

Kate Persons Kate Persons Baltimore, Maryland Details
Kate Persons's Investors' Circle Experience June 2001 - June 2002
Job Client Success Manager at Finalsite
Industry Computer Software
Experience
Finalsite  January 2015 - Present
Finalsite  2013 - December 2014
Silverpoint, Inc.   2012 - 2013
The Hotchkiss School  July 2002 - July 2012
The Hotchkiss School  July 2002 - 2005
Investors' Circle   June 2001 - June 2002
Concord Academy  1996 - 1999
Montague Corp.   1995 - 1996
Harvard Law School  1992 - 1995

Skills
Fundraising, Program Management, Nonprofits, Non-profits, Event Planning, Volunteer Management, Social Media, Editing, Customer Service, Client Relations Skills, Marketing Communications, Writing, Strategic Planning, Marketing Strategy, Manage Client..., Public Speaking, Event Management, Budgeting, Sales Management, Inside Sales, Customer Relations, Customer Retention, Client Relations, Account Management, Team Management, Team Leadership, Customer Support

Education
Yale University - Yale School of Management   1999 — 2001
M.B.A., Nonprofit Management, Strategy

Harvard University   1990 — 1992
B.A., History

Princeton High School   1985 — 1988

Scott Kleiman Scott Kleiman Providence, Rhode Island Details
Scott Kleiman's Investors' Circle Experience 2011 - 2012
Job Assistant Director, Government Performance Lab at Harvard Kennedy School
Industry Public Policy
Experience
Harvard Kennedy School of Government  June 2015 - Present
Harvard Kennedy School of Government  July 2013 - June 2015
Bain & Company  2012 - 2012
Investors' Circle   2011 - 2012
Ceres, Inc.   2007 - 2011
StartingBloc Institute for Social Innovation   February 2007 - May 2007
Strategic Sustainability Consulting  2007 - 2007
Brainfood  June 2006 - August 2006

Education
Duke University - The Fuqua School of Business   2011 — 2013
MBA

Middlebury College   2002 — 2006
Bachelor of Arts

Yota Palli Yota Palli Greater Philadelphia Area Details
Yota Palli's Investors' Circle Experience November 2011 - November 2014
Job Owner, CEO and Chairman of the Board at Corfu Palma Boutique Hotel
Industry Venture Capital & Private Equity
Experience
Corfu Palma Boutique Hotel   September 2012 - Present
Mid Atlantic Bio Angels   May 2012 - Present
Investor's Circle  November 2011 - November 2014
BioCor  January 2001 - January 2007
Merck  June 1993 - January 2001

Skills
Venture Capital, Start-ups, Entrepreneurship, Corporate Development, Angel Investing, Growth Capital, Emerging Markets, Private Equity

Education
University of Pennsylvania - The Wharton School   1991 — 1993
MBA, Strategic management & Finance

University of Minnesota-Twin Cities
Master of Science (MS), Mathematics and Statistics

Eijiro Imai Eijiro Imai San Francisco, California Details
Eijiro Imai's Investors' Circle Experience 2011 - 2012
Job Investment Professional at Farallon Capital Management
Industry Financial Services
Experience
Farallon Capital Management  October 2013 - Present
Bain Capital  September 2012 - September 2013
Origami Inc.   July 2012 - August 2012
Manchester United  June 2012 - August 2012
Investors' Circle   2011 - 2012
York Capital Management  August 2011 - September 2011
Sankaty Advisors  2011 - 2011
Bain Capital  2007 - 2010
Nishimura and Asahi   October 2004 - April 2007

Education
Stanford Graduate School of Business   2010 — 2012
Master of Business Administration (MBA)

Stanford University   2010 — 2012
Master of Science (MS), Environment and Resources

The Legal Training & Research Institute of the Supreme Court of Japan   2003 — 2004

The University of Tokyo   1999 — 2003
LLB, Law

Meredith Martindale Meredith Martindale Raleigh-Durham, North Carolina Area Details
Meredith Martindale's Investors' Circle Experience October 2014 - Present
Job People, Passion, Storytelling | Combining creativity + strategy to promote businesses + ideas
Industry Marketing and Advertising
Experience
Investors' Circle   October 2014 - Present
Independent freelancer with multiple clients in the Triangle area   June 2013 - Present
The Preppy Gypsy Blog Shop   June 2013 - Present
Trinity School of Durham and Chapel Hill  August 2012 - June 2014
The Fletcher School  October 2009 - August 2011
UNC-Chapel Hill  November 2006 - November 2008

Skills
Community Outreach, Public Speaking, Social Media, Building Relationships, Strategic Planning, Marketing Strategy, Event Planning, Nonprofits, Writing, Program Development, Leadership, Analytical Skills, Teaching, Curriculum Development, Curriculum Design, Tutoring, Classroom, Relationship Building

Education
University of North Carolina at Chapel Hill   2005 — 2009
BA, American Studies, Spanish

Queens University of Charlotte   2010 — 2013
Masters, Elementary Education, 4.0

Peter Cvelich Peter Cvelich Durham, North Carolina Details
Peter Cvelich's Investors' Circle Experience January 2013 - March 2013
Job Real Estate and Economic Development Professional
Industry Real Estate
Experience
Development Finance Initiative   May 2014 - Present
Development Finance Initiative (UNC School of Government)   March 2013 - May 2014
Community Affordable Housing Equity Corp   May 2013 - August 2013
Kenan Institute of Private Enterprise  December 2012 - May 2013
Investors' Circle   January 2013 - March 2013
City of Durham  June 2012 - December 2012
University of North Carolina at Chapel Hill  August 2011 - August 2012
RTI International  February 2011 - August 2011
RTI International  May 2007 - August 2011
South Carolina Association of Community Development Corporations   October 2009 - June 2011

Skills
Economic Development, International..., Proposal Writing, Market Research, Research, Data Analysis, Stata, Marketing Strategy, Community Development, IMPLAN, Financial Modeling, Real Estate Development, ArcGIS, Argus Modeling, Research Writing, Marketing Communications, New Business Development, Planning, Coaching, Case Studies

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2014
Master of Business Administration (MBA), Real Estate, Dean's Scholar

University of North Carolina at Chapel Hill   2011 — 2014
Master of City and Regional Planning, Economic Development

University of North Carolina at Chapel Hill   2003 — 2007
Bachelor of Arts (B.A.), Journalism, International Studies

Chelsea Christman Chelsea Christman Arlington, Virginia Details
Chelsea Christman's Investors' Circle Experience September 2013 - Present
Job Consultant
Industry Management Consulting
Experience
The Fox School of Business, Temple University   July 2013 - Present
Investors' Circle   September 2013 - Present
MFR Consultants, Inc.   May 2014 - August 2014
RefugeeOne  August 2011 - July 2012
Global Engagement Summit at Northwestern University   2009 - 2011

Skills
Nonprofits, Community Outreach, Fundraising, Grant Writing, Volunteer Management, Program Development, Spanish, Research, Public Speaking, Event Planning, Social Media, Program Evaluation, Editing, Qualitative Research, Microsoft Office, Non-profits, Data Analysis, International..., Grants, Leadership, Social Entrepreneurship, Community Development

Education
Temple University - Fox School of Business and Management   2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management, Information Systems Management

Northwestern University   2007 — 2011
Bachelor of Arts, Sociology and International Studies