Spencer Trask
Industry: American financier
DescriptionSpencer Trask was an American financier, philanthropist, and venture capitalist. Beginning in the 1870s, Trask began investing and supporting entrepreneurs, including Thomas Edison's invention of the electric light bulb and his electricity network. Born: September 18, 1844, Brooklyn, New York City, NY Died: December 31, 1909, Croton-on-Hudson, NY Spouse: Katrina Trask (m. 1874–1909) Place of burial: Green-Wood Cemetery, New York City, NY Education: Princeton University Books: Bowling Green
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Spencer Trask Employees
Employee
Years
Job
Industry
Rocco Scundi Rocco Scundi's Spencer Trask Experience May 2013 - August 2013
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - August 2015
Merrill Lynch March 2014 - August 2014
Spencer Trask May 2013 - August 2013
University of St. Thomas September 2012 - June 2013
U.S. Lacrosse April 2012 - January 2013
Hillcrest Golf Club April 2007 - August 2012
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Finance, General
Hill-Murray High School 2008 — 2012
Wells Fargo Securities June 2015 - August 2015
Merrill Lynch March 2014 - August 2014
Spencer Trask May 2013 - August 2013
University of St. Thomas September 2012 - June 2013
U.S. Lacrosse April 2012 - January 2013
Hillcrest Golf Club April 2007 - August 2012
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Finance, General
Hill-Murray High School 2008 — 2012
James H. Somers, Sr. James H. Somers, Sr.'s Spencer Trask Experience 1974 - 1977
Job Somers Asset Management Incorporat
Industry Investment Management
Experience
Somers Asset Management Inc. November 1990 - January 1995
Kidder Peabody March 1984 - October 1990
W.E. Pollock & Co. 1983 - 1985
Paine Webber 1977 - 1980
Spencer Trask 1974 - 1977
F.S. Smithers & Co. 1970 - 1973
Skills
Investments, Fixed Income, Asset Managment, Hedge Funds, Equities, Securities, Alternative Investments, Portfolio Management, Series 7, Capital Markets, ETFs, Bonds, Mutual Funds, Asset Allocation, Valuation, Asset Management, Emerging Markets, Financial Markets, Investment Strategies, Private Equity
Education
Lafayette College 1961 — 1966
AB Economics
New York University - Leonard N. Stern School of Business
Somers Asset Management Inc. November 1990 - January 1995
Kidder Peabody March 1984 - October 1990
W.E. Pollock & Co. 1983 - 1985
Paine Webber 1977 - 1980
Spencer Trask 1974 - 1977
F.S. Smithers & Co. 1970 - 1973
Skills
Investments, Fixed Income, Asset Managment, Hedge Funds, Equities, Securities, Alternative Investments, Portfolio Management, Series 7, Capital Markets, ETFs, Bonds, Mutual Funds, Asset Allocation, Valuation, Asset Management, Emerging Markets, Financial Markets, Investment Strategies, Private Equity
Education
Lafayette College 1961 — 1966
AB Economics
New York University - Leonard N. Stern School of Business
Hollis Pugh Hollis Pugh's Spencer Trask Experience May 2012 - August 2012
Job Associate at ColliersInternational
Industry Venture Capital & Private Equity
Experience
Colliers-International June 2013 - Present
Spencer Trask May 2012 - August 2012
Massey Knakal Realty Services May 2011 - September 2011
Skills
PowerPoint, Word, Excel, Outlook, Microsoft Office, Salesforce.com, Hoovers, Entourage, CoStar, Property Shark, Bloomberg Software
Education
Providence College 2009 — 2013
BS, Business Management
Trinity Pawling School 2005 — 2009
High School Diploma, Liberal Arts
Colliers-International June 2013 - Present
Spencer Trask May 2012 - August 2012
Massey Knakal Realty Services May 2011 - September 2011
Skills
PowerPoint, Word, Excel, Outlook, Microsoft Office, Salesforce.com, Hoovers, Entourage, CoStar, Property Shark, Bloomberg Software
Education
Providence College 2009 — 2013
BS, Business Management
Trinity Pawling School 2005 — 2009
High School Diploma, Liberal Arts
Yingqi (Betty) Luo Yingqi (Betty) Luo's Spencer Trask Experience September 2013 - Present
Job Investment Banking Analyst at Spencer Trask
Industry Venture Capital & Private Equity
Experience
Spencer Trask September 2013 - Present
Spencer Trask June 2013 - September 2013
JG Capital April 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Editing, Data Analysis, Investment Banking, Entrepreneurship, Management, Analysis, Financial Analysis, Financial Modeling
Education
The University of Connecticut 2012 — 2013
Master of Science (M.S.), Business Analytics and Project Management, 3.8
Xiamen University 2007 — 2012
Bachelor of Science (BS), Physical Sciences
National Chiao Tung University 2010 — 2011
Exchange Student, Optoelectronics
Spencer Trask September 2013 - Present
Spencer Trask June 2013 - September 2013
JG Capital April 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Editing, Data Analysis, Investment Banking, Entrepreneurship, Management, Analysis, Financial Analysis, Financial Modeling
Education
The University of Connecticut 2012 — 2013
Master of Science (M.S.), Business Analytics and Project Management, 3.8
Xiamen University 2007 — 2012
Bachelor of Science (BS), Physical Sciences
National Chiao Tung University 2010 — 2011
Exchange Student, Optoelectronics
David Bershtein David Bershtein's Spencer Trask Experience 2000 - 2001
Job Bloggerinchief at Handifly
Industry Sporting Goods
Experience
Handifly March 2013 - Present
Spencer Trask 2000 - 2001
Skills
Creative Writing, Fly Fishing, Copy Editing, Marketing Strategy, Social Media Marketing, Fishing, Hunting, Outdoors, Social Media, Blogging
Education
Amherst College 1979 — 1981
Princeton University
some graduate work, Chinese art history
Handifly March 2013 - Present
Spencer Trask 2000 - 2001
Skills
Creative Writing, Fly Fishing, Copy Editing, Marketing Strategy, Social Media Marketing, Fishing, Hunting, Outdoors, Social Media, Blogging
Education
Amherst College 1979 — 1981
Princeton University
some graduate work, Chinese art history
Tyler Azzarelli Tyler Azzarelli's Spencer Trask Experience March 2007 - August 2009
Job Partner at Fifteen Thirteen Group
Industry Venture Capital & Private Equity
Experience
Fifteen Thirteen Group February 2014 - Present
Atlanta Eurocar January 2014 - Present
Bain & Company September 2011 - January 2014
Raymond James Financial Inc. June 2010 - August 2010
Spencer Trask March 2007 - August 2009
Nanina's Gourmet January 2005 - March 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, General Management
Monmouth University
Bachelor of Arts, Business Administration
Fifteen Thirteen Group February 2014 - Present
Atlanta Eurocar January 2014 - Present
Bain & Company September 2011 - January 2014
Raymond James Financial Inc. June 2010 - August 2010
Spencer Trask March 2007 - August 2009
Nanina's Gourmet January 2005 - March 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, General Management
Monmouth University
Bachelor of Arts, Business Administration
Hugh Cullman Hugh Cullman's Spencer Trask Experience January 2000 - January 2003
Job Experienced Early Stage Investor
Industry Venture Capital & Private Equity
Experience
ITJVentures December 2007 - Present
Storyvine January 2014 - Present
Viddler 2007 - Present
eDataSource 2008 - Present
Greenhill SAVP 2004 - 2007
Spencer Trask January 2000 - January 2003
Bankers Trust June 1988 - December 1999
Skills
Corporate Development, Business Development, Investments, Private Equity, Entrepreneurship, Venture Capital, Joint Ventures, Start-ups, Strategic Partnerships, Strategic Planning, Management, Strategy, Executive Management, E-commerce, Mergers & Acquisitions, Due Diligence, Business Strategy, Angel Investing, SaaS, Analytics, Competitive Analysis, Product Management
Education
Harvard Business School 1980 — 1982
MBA
Stanford University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1970 — 1974
ITJVentures December 2007 - Present
Storyvine January 2014 - Present
Viddler 2007 - Present
eDataSource 2008 - Present
Greenhill SAVP 2004 - 2007
Spencer Trask January 2000 - January 2003
Bankers Trust June 1988 - December 1999
Skills
Corporate Development, Business Development, Investments, Private Equity, Entrepreneurship, Venture Capital, Joint Ventures, Start-ups, Strategic Partnerships, Strategic Planning, Management, Strategy, Executive Management, E-commerce, Mergers & Acquisitions, Due Diligence, Business Strategy, Angel Investing, SaaS, Analytics, Competitive Analysis, Product Management
Education
Harvard Business School 1980 — 1982
MBA
Stanford University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1970 — 1974
Daniel Seaman's Spencer Trask Experience February 1997 - June 1998
Job Lieutenant at California Highway Patrol
Industry Law Enforcement
Experience
California Highway Patrol July 2010 - Present
California Highway Patrol December 2005 - July 2010
California Highway Patrol February 2001 - December 2005
California Highway Patrol August 2000 - February 2001
Rural/Metro Corporation June 1998 - August 2000
Spencer Trask February 1997 - June 1998
United States Marine Corps August 1993 - February 1997
Skills
Audits and Inspections, Business Strategy, Business Planning, Business Intelligence, Emergency Management, Employee Training, Law Enforcement, Management, Team Building, Team Leadership, Team Management, Public Policy, Public Speaking, Strategic Planning, Public Safety, Strategic Visionary, Crime Prevention, Criminal Investigations, Criminal Justice, Firearms, Homeland Security, Interrogation, Investigation, Patrol, Police, Strategic Partnerships, Evidence
Education
POST Command College Class 59 2015 — 2016
Future Issues Impact on Law Enforcement
California Coast University 2014 — 2016
Master of Business Administration (MBA), Management
California Coast University 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
California Highway Patrol July 2010 - Present
California Highway Patrol December 2005 - July 2010
California Highway Patrol February 2001 - December 2005
California Highway Patrol August 2000 - February 2001
Rural/Metro Corporation June 1998 - August 2000
Spencer Trask February 1997 - June 1998
United States Marine Corps August 1993 - February 1997
Skills
Audits and Inspections, Business Strategy, Business Planning, Business Intelligence, Emergency Management, Employee Training, Law Enforcement, Management, Team Building, Team Leadership, Team Management, Public Policy, Public Speaking, Strategic Planning, Public Safety, Strategic Visionary, Crime Prevention, Criminal Investigations, Criminal Justice, Firearms, Homeland Security, Interrogation, Investigation, Patrol, Police, Strategic Partnerships, Evidence
Education
POST Command College Class 59 2015 — 2016
Future Issues Impact on Law Enforcement
California Coast University 2014 — 2016
Master of Business Administration (MBA), Management
California Coast University 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Evan Lehman Evan Lehman's Spencer Trask Experience January 2013 - May 2013
Job Risk Consulting Associate at KPMG
Industry Financial Services
Experience
KPMG July 2014 - Present
KPMG June 2013 - August 2013
Spencer Trask January 2013 - May 2013
Warburg Pincus May 2012 - August 2012
Parker Waichman Alonso LLP May 2009 - September 2011
Atlantic Services Group, Inc. September 2009 - November 2010
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Legal Research, QuickBooks, Access, Financial Analysis, Auditing, Financial Accounting, Financial Reporting, Accounting
Education
Baruch College 2011 — 2014
Bachelor of Business Administration (150 Credits/CPA Eligible), Accounting
The George Washington University - School of Business 2009 — 2011
Accounting
KPMG July 2014 - Present
KPMG June 2013 - August 2013
Spencer Trask January 2013 - May 2013
Warburg Pincus May 2012 - August 2012
Parker Waichman Alonso LLP May 2009 - September 2011
Atlantic Services Group, Inc. September 2009 - November 2010
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Legal Research, QuickBooks, Access, Financial Analysis, Auditing, Financial Accounting, Financial Reporting, Accounting
Education
Baruch College 2011 — 2014
Bachelor of Business Administration (150 Credits/CPA Eligible), Accounting
The George Washington University - School of Business 2009 — 2011
Accounting
Andrew Mayo Andrew Mayo's Spencer Trask Experience June 2010 - March 2011
Job Account Manager at Continental Resources
Industry Information Technology and Services
Experience
Continental Resources December 2014 - Present
Spencer Trask Ventures, Inc. June 2010 - November 2014
Spencer Trask June 2010 - March 2011
Spencer Trask May 2009 - September 2009
Skills
Venture Financing, Value Creation, Lead Generation, Venture Capital, Corporate Development, Strategic Partnerships, Series 7, Private Equity, Start-ups, Executive Management, Angel Investing, Due Diligence, Investor Relations, Entrepreneurship, Sales
Education
Providence College 2006 — 2010
BS, Business Management
Continental Resources December 2014 - Present
Spencer Trask Ventures, Inc. June 2010 - November 2014
Spencer Trask June 2010 - March 2011
Spencer Trask May 2009 - September 2009
Skills
Venture Financing, Value Creation, Lead Generation, Venture Capital, Corporate Development, Strategic Partnerships, Series 7, Private Equity, Start-ups, Executive Management, Angel Investing, Due Diligence, Investor Relations, Entrepreneurship, Sales
Education
Providence College 2006 — 2010
BS, Business Management
Jeffrey Levine's Spencer Trask Experience 1999 - 2002
Job President/Owner CCL Consulting
Industry Investment Management
Experience
CCL Consulting June 2001 - Present
Guild Bay Advisors April 2013 - August 2014
Monarch Bay Associates May 2009 - August 2014
Integrated Resource Recovery, Inc. August 2012 - February 2013
Fisher Investments March 2006 - September 2012
CCL Asset Management June 2002 - January 2006
Spencer Trask 1999 - 2002
Paramount Capital 1995 - 1999
Skills
Asset Management, Investments, Equities, Investment Banking, Hedge Funds, Private Equity, Venture Capital, Investment Management, Investment Advisory, Financial Advisory, Alternative Investments, Financial Structuring, Investment Strategies, Asset Allocation
Education
Brandeis University 2012 — 2014
Masters Project Management, Project Management
Brandeis University 1986 — 1990
BA, Economics
Brockton High School 1982 — 1986
CCL Consulting June 2001 - Present
Guild Bay Advisors April 2013 - August 2014
Monarch Bay Associates May 2009 - August 2014
Integrated Resource Recovery, Inc. August 2012 - February 2013
Fisher Investments March 2006 - September 2012
CCL Asset Management June 2002 - January 2006
Spencer Trask 1999 - 2002
Paramount Capital 1995 - 1999
Skills
Asset Management, Investments, Equities, Investment Banking, Hedge Funds, Private Equity, Venture Capital, Investment Management, Investment Advisory, Financial Advisory, Alternative Investments, Financial Structuring, Investment Strategies, Asset Allocation
Education
Brandeis University 2012 — 2014
Masters Project Management, Project Management
Brandeis University 1986 — 1990
BA, Economics
Brockton High School 1982 — 1986
Scott Leishman Esq. Scott Leishman Esq.'s Spencer Trask Experience 2001 - 2004
Job Executive Recruiter Perm/Contract, B2B/G Sales/Tech, S/W (SAP Mobility SaaS Java Linux) LION 11,111 Connections
Industry Staffing and Recruiting
Experience
CrossPoint Consulting Inc. April 2014 - Present
bizjobz LLC March 2013 - April 2014
AOK Staffing February 2012 - March 2013
White Rhino Partners 2006 - February 2012
MerlinOne November 2009 - March 2011
Regenesis Biomedical May 2007 - November 2009
SiteLogic July 2005 - May 2007
Spencer Trask 2001 - 2004
Lexis Nexis 1999 - 2001
Matthew Bender January 1992 - 1999
Skills
Business Development, Strategy, Start-ups, Recruiting, Leadership, Sales, Management, Professional Services, New Business Development, Consulting, SaaS, Strategic Planning, Team Building, Executive Search, Entrepreneurship, Executive Management, Sourcing, B2B, Strategic Partnerships, Marketing Strategy, Marketing, Lead Generation, Sales Process, Account Management, Leadership Development, Pricing, Selling, Direct Sales, Team Leadership, Talent Acquisition, Business Strategy, Training, CRM, Applicant Tracking..., Networking, Start-up, Morale, Comedy, Ethics, Java, SAP, J2EE Web Services, Hadoop, Sales Operations, Customer Service
Education
Fordham University School of Law 1986 — 1990
JD, Law
United States Military Academy at West Point 1974 — 1977
BS, Chemistry
De Paul Catholic HS 1969 — 1973
HS
CrossPoint Consulting Inc. April 2014 - Present
bizjobz LLC March 2013 - April 2014
AOK Staffing February 2012 - March 2013
White Rhino Partners 2006 - February 2012
MerlinOne November 2009 - March 2011
Regenesis Biomedical May 2007 - November 2009
SiteLogic July 2005 - May 2007
Spencer Trask 2001 - 2004
Lexis Nexis 1999 - 2001
Matthew Bender January 1992 - 1999
Skills
Business Development, Strategy, Start-ups, Recruiting, Leadership, Sales, Management, Professional Services, New Business Development, Consulting, SaaS, Strategic Planning, Team Building, Executive Search, Entrepreneurship, Executive Management, Sourcing, B2B, Strategic Partnerships, Marketing Strategy, Marketing, Lead Generation, Sales Process, Account Management, Leadership Development, Pricing, Selling, Direct Sales, Team Leadership, Talent Acquisition, Business Strategy, Training, CRM, Applicant Tracking..., Networking, Start-up, Morale, Comedy, Ethics, Java, SAP, J2EE Web Services, Hadoop, Sales Operations, Customer Service
Education
Fordham University School of Law 1986 — 1990
JD, Law
United States Military Academy at West Point 1974 — 1977
BS, Chemistry
De Paul Catholic HS 1969 — 1973
HS
Mark Burchell, ChFC® Mark Burchell, ChFC®'s Spencer Trask Experience January 1995 - December 2000
Job VP, Senior Private Client Advisor, Chartered Financial Consultant, Avid Golfer, Dog Lover
Industry Banking
Experience
City National Bank April 2013 - Present
Partners For Potential 2013 - Present
BNY Mellon Wealth Management April 2011 - 2013
Fraser Financial Group August 2006 - April 2011
Spencer Trask January 1995 - December 2000
Skills
Hedging, Private Banking, Wealth, Strategic Financial..., Investments, Investment Management, Mortgage Lending, Investment Advisory, Asset Allocation, Estate Planning, Financial Advisory, Life Insurance, Financial Services, Insurance, Wealth Management..., Fixed Income, Finance, Banking, Securities, Wealth Management, Asset Management, Mutual Funds, Investment Strategies, Series 7, Retirement Planning, Alternative Investments, Series 63, Portfolio Management, High Net Worth..., Equities, Retirement, Bonds, FINRA, Hedge Funds, Financial Planners, 401k, Trust Services, Loans, Financial Planning, Private Equity, Financial Analysis, Risk Management, Credit
Education
Southern Connecticut State University 1990 — 1994
Seymour High School 1986 — 1990
City National Bank April 2013 - Present
Partners For Potential 2013 - Present
BNY Mellon Wealth Management April 2011 - 2013
Fraser Financial Group August 2006 - April 2011
Spencer Trask January 1995 - December 2000
Skills
Hedging, Private Banking, Wealth, Strategic Financial..., Investments, Investment Management, Mortgage Lending, Investment Advisory, Asset Allocation, Estate Planning, Financial Advisory, Life Insurance, Financial Services, Insurance, Wealth Management..., Fixed Income, Finance, Banking, Securities, Wealth Management, Asset Management, Mutual Funds, Investment Strategies, Series 7, Retirement Planning, Alternative Investments, Series 63, Portfolio Management, High Net Worth..., Equities, Retirement, Bonds, FINRA, Hedge Funds, Financial Planners, 401k, Trust Services, Loans, Financial Planning, Private Equity, Financial Analysis, Risk Management, Credit
Education
Southern Connecticut State University 1990 — 1994
Seymour High School 1986 — 1990
Heather Donahue Ahrens Heather Donahue Ahrens's Spencer Trask Experience 1999 - 2007
Job Managing Director at Four Springs Capital LLC1031 Exchange DST National Accounts
Industry Financial Services
Experience
Four Springs Capital LLC April 2010 - Present
Four Springs Capital LLC March 2010 - Present
Advanced Equities 2007 - 2008
Spencer Trask 1999 - 2007
Skills
Investments, Finance, Securities, Private Equity, Alternative Investments, Leases, Asset Management, Venture Capital, Commercial Real Estate, Due Diligence, Hedge Funds, Series 7, Valuation, Capital Markets, Real Estate, Investment Properties, Mergers & Acquisitions, Asset Managment, Credit, Series 63, Brokerage, Corporate Development, Investment Banking, Real Estate Economics, Equities, Massachusetts real..., 1031 Exchanges, Portfolio Management
Education
Bryant University 1989 — 1993
BS, Marketing, Finance
Needham High School 1985 — 1989
Four Springs Capital LLC April 2010 - Present
Four Springs Capital LLC March 2010 - Present
Advanced Equities 2007 - 2008
Spencer Trask 1999 - 2007
Skills
Investments, Finance, Securities, Private Equity, Alternative Investments, Leases, Asset Management, Venture Capital, Commercial Real Estate, Due Diligence, Hedge Funds, Series 7, Valuation, Capital Markets, Real Estate, Investment Properties, Mergers & Acquisitions, Asset Managment, Credit, Series 63, Brokerage, Corporate Development, Investment Banking, Real Estate Economics, Equities, Massachusetts real..., 1031 Exchanges, Portfolio Management
Education
Bryant University 1989 — 1993
BS, Marketing, Finance
Needham High School 1985 — 1989
Rand Mulford's Spencer Trask Experience 1999 - 2003
Job Advisor
Industry Management Consulting
Experience
Paula M. Mulford & Associates, Inc October 1994 - Present
Paula M. Mulford & Assoc., Inc. 2009 - 2012
Adamis Pharmaceuticals Corporation 2005 - 2008
Forest Health Services 2003 - 2005
Spencer Trask 1999 - 2003
The Immune Response Corporation 1999 - 1999
World Blood, Inc. 1997 - 1999
Xytronyx, Inc. 1994 - 1995
Trega Biosciences, Inc. 1991 - 1994
Advanced Tissue Sciences, Inc. 1989 - 1990
Skills
Management Consulting, Strategic Planning, Business Strategy, Project Management, Coaching, Program Management, Microsoft Office, Business Analysis, Process Improvement, Team Building, Marketing Strategy, New Business Development, Microsoft Excel, Business Planning, Leadership Development, Organizational..., Project Planning, Negotiation, Team Leadership, Fundraising, Entrepreneurship, Healthcare, Venture Capital, Mergers & Acquisitions, Strategy, Strategic Partnerships, Contract Negotiation, Management, Leadership, Start-ups, Due Diligence, Financial Modeling
Education
Harvard Business School 1970 — 1972
M.B.A., International Finance
Princeton University 1961 — 1965
B.S.E., Basic Engineering
Paula M. Mulford & Associates, Inc October 1994 - Present
Paula M. Mulford & Assoc., Inc. 2009 - 2012
Adamis Pharmaceuticals Corporation 2005 - 2008
Forest Health Services 2003 - 2005
Spencer Trask 1999 - 2003
The Immune Response Corporation 1999 - 1999
World Blood, Inc. 1997 - 1999
Xytronyx, Inc. 1994 - 1995
Trega Biosciences, Inc. 1991 - 1994
Advanced Tissue Sciences, Inc. 1989 - 1990
Skills
Management Consulting, Strategic Planning, Business Strategy, Project Management, Coaching, Program Management, Microsoft Office, Business Analysis, Process Improvement, Team Building, Marketing Strategy, New Business Development, Microsoft Excel, Business Planning, Leadership Development, Organizational..., Project Planning, Negotiation, Team Leadership, Fundraising, Entrepreneurship, Healthcare, Venture Capital, Mergers & Acquisitions, Strategy, Strategic Partnerships, Contract Negotiation, Management, Leadership, Start-ups, Due Diligence, Financial Modeling
Education
Harvard Business School 1970 — 1972
M.B.A., International Finance
Princeton University 1961 — 1965
B.S.E., Basic Engineering
Lara Antolik Lara Antolik's Spencer Trask Experience January 2002 - February 2005
Job SpeechLanguage Pathologist Graduate School Student & Entertainment Professional
Industry Hospital & Health Care
Experience
STAGES St. Louis December 2012 - Present
Various 1997 - Present
Pro-Trait Title Services, LLC January 2008 - July 2010
Political Idol 2007 - 2008
Spencer Trask January 2002 - February 2005
Education
Fontbonne University 2012 — 2015
Master of Science (M.S.), Speech-Language Pathology/Pathologist
Hennessy Whole Body Voice 2000 — 2014
Vocal Training
William Esper Studios 2006 — 2009
Acting
Point Park University 1993 — 1997
Bachelor of Arts, Theater
Columbia College Chicago 1992 — 1993
Dance Major
STAGES St. Louis December 2012 - Present
Various 1997 - Present
Pro-Trait Title Services, LLC January 2008 - July 2010
Political Idol 2007 - 2008
Spencer Trask January 2002 - February 2005
Education
Fontbonne University 2012 — 2015
Master of Science (M.S.), Speech-Language Pathology/Pathologist
Hennessy Whole Body Voice 2000 — 2014
Vocal Training
William Esper Studios 2006 — 2009
Acting
Point Park University 1993 — 1997
Bachelor of Arts, Theater
Columbia College Chicago 1992 — 1993
Dance Major
Blane Cordes Blane Cordes's Spencer Trask Experience May 2007 - September 2007
Job Software Engineer at Dish Network
Industry Internet
Experience
Dish Network January 2013 - Present
JPMorgan October 2009 - December 2012
J.P. Morgan June 2008 - October 2009
Spencer Trask May 2007 - September 2007
UBS Wealth Management May 2006 - September 2006
Skills
Prime Brokerage, Hedge Funds, Ruby, Ruby on Rails, JavaScript, jQuery, MySQL, PostgreSQL, HTML, HTML 5, CSS, RSpec, Cucumber, SQL, Test Driven Development, Heroku, Series 7, Microsoft Office, Derivatives, Equity Derivatives, Fixed Income, Equities, Vertex, Recurly, Mandrill, Bloomberg, Trading Systems
Education
Fairfield University 2004 — 2008
BS, Finance and Accounting
St. Rose of Belmar High School 2000 — 2004
Dish Network January 2013 - Present
JPMorgan October 2009 - December 2012
J.P. Morgan June 2008 - October 2009
Spencer Trask May 2007 - September 2007
UBS Wealth Management May 2006 - September 2006
Skills
Prime Brokerage, Hedge Funds, Ruby, Ruby on Rails, JavaScript, jQuery, MySQL, PostgreSQL, HTML, HTML 5, CSS, RSpec, Cucumber, SQL, Test Driven Development, Heroku, Series 7, Microsoft Office, Derivatives, Equity Derivatives, Fixed Income, Equities, Vertex, Recurly, Mandrill, Bloomberg, Trading Systems
Education
Fairfield University 2004 — 2008
BS, Finance and Accounting
St. Rose of Belmar High School 2000 — 2004
Ethan Israelson Ethan Israelson's Spencer Trask Experience 2006 - 2006
Job Senior Account Manager at Adelphic Mobile
Industry Online Media
Experience
Adelphic Mobile June 2014 - Present
eXelate September 2012 - March 2014
Mediacom January 2010 - August 2012
Sharpe Partners October 2008 - December 2008
Schlossberg:Flynn March 2008 - October 2008
Spencer Trask 2006 - 2006
Skills
Web Analytics, Business Strategy, Marketing Strategy, Digital Strategy, Analytics, Behavioral Targeting, Digital Media, Advertising, Competitive Analysis, Microsoft Excel, Forecasting, Project Management, Product Development, Ad Serving, Analysis, Advanced Microsoft Excel, Audience Segmentation, Financial Analysis, Consumer Behaviour, Advanced Microsoft..., Account Management, Digital Marketing, Performance Dashboards, Salesforce.com, Display Advertising, Demand Side Platform, Ad Tech, Ad Serving Technology, Statistical Data..., Strategy
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Full Time Honors Program
Queens College 2001 — 2004
Bachelors, Accounting and Economics
Townsend Harris High School 1989 — 1993
HS Diploma, Humanities
Adelphic Mobile June 2014 - Present
eXelate September 2012 - March 2014
Mediacom January 2010 - August 2012
Sharpe Partners October 2008 - December 2008
Schlossberg:Flynn March 2008 - October 2008
Spencer Trask 2006 - 2006
Skills
Web Analytics, Business Strategy, Marketing Strategy, Digital Strategy, Analytics, Behavioral Targeting, Digital Media, Advertising, Competitive Analysis, Microsoft Excel, Forecasting, Project Management, Product Development, Ad Serving, Analysis, Advanced Microsoft Excel, Audience Segmentation, Financial Analysis, Consumer Behaviour, Advanced Microsoft..., Account Management, Digital Marketing, Performance Dashboards, Salesforce.com, Display Advertising, Demand Side Platform, Ad Tech, Ad Serving Technology, Statistical Data..., Strategy
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Full Time Honors Program
Queens College 2001 — 2004
Bachelors, Accounting and Economics
Townsend Harris High School 1989 — 1993
HS Diploma, Humanities
Sam Vail Sam Vail's Spencer Trask Experience December 2000 - March 2008
Job Managing Partner
Industry Information Technology and Services
Experience
LogicSource, Inc. September 2012 - Present
ISG, Inc. May 2011 - October 2012
Kidd & Company April 2008 - May 2011
Spencer Trask December 2000 - March 2008
Gartner May 1991 - November 2000
Unisys Corporation September 1981 - April 1991
Skills
Executive Communications, Value Propositions, Value Creation, Communication Training, Investor Relations, Business Development, Entrepreneurship, Strategy, SaaS, Venture Capital, Leadership, Private Equity, Management, Mergers & Acquisitions, Investments, Financial Services, Enterprise Software, Asset Management, Consulting, Business Planning, Strategic Partnerships, Outsourcing, Start-ups, Executive Management, Cloud Computing, Portfolio Management, Management Consulting, Process Improvement, Business Strategy, Governance, Finance, Corporate Development, Due Diligence, Investment Banking, Acquisition Integration, Competitive Analysis, Financial Modeling, Emerging Markets, Restructuring, Financial Analysis, Valuation, Business Transformation, Sourcing, Project Management, Analytics, Business Process..., P&L Management, CRM, Strategic Consulting, Professional Services
Education
Franklin & Marshall College 1977 — 1981
BA, History
LogicSource, Inc. September 2012 - Present
ISG, Inc. May 2011 - October 2012
Kidd & Company April 2008 - May 2011
Spencer Trask December 2000 - March 2008
Gartner May 1991 - November 2000
Unisys Corporation September 1981 - April 1991
Skills
Executive Communications, Value Propositions, Value Creation, Communication Training, Investor Relations, Business Development, Entrepreneurship, Strategy, SaaS, Venture Capital, Leadership, Private Equity, Management, Mergers & Acquisitions, Investments, Financial Services, Enterprise Software, Asset Management, Consulting, Business Planning, Strategic Partnerships, Outsourcing, Start-ups, Executive Management, Cloud Computing, Portfolio Management, Management Consulting, Process Improvement, Business Strategy, Governance, Finance, Corporate Development, Due Diligence, Investment Banking, Acquisition Integration, Competitive Analysis, Financial Modeling, Emerging Markets, Restructuring, Financial Analysis, Valuation, Business Transformation, Sourcing, Project Management, Analytics, Business Process..., P&L Management, CRM, Strategic Consulting, Professional Services
Education
Franklin & Marshall College 1977 — 1981
BA, History
Allen Sun Allen Sun's Spencer Trask Experience February 2013 - April 2013
Job Marketing Assistant at Miltenberg & Samton, Inc.
Industry Financial Services
Experience
Miltenberg & Samton, Inc. July 2013 - Present
Fairfield University September 2012 - May 2013
Spencer Trask February 2013 - April 2013
Fairfield University October 2012 - February 2013
Citibank China January 2011 - March 2011
Skills
Bloomberg, Microsoft Word, PowerPoint, Excel, Mandarin Chinese, Cantonese
Education
Fairfield University 2012 — 2013
Master of Science, Finance, 3.96
Shenzhen University 2007 — 2011
Bachelor, Economics June; Finance, 3.23
Miltenberg & Samton, Inc. July 2013 - Present
Fairfield University September 2012 - May 2013
Spencer Trask February 2013 - April 2013
Fairfield University October 2012 - February 2013
Citibank China January 2011 - March 2011
Skills
Bloomberg, Microsoft Word, PowerPoint, Excel, Mandarin Chinese, Cantonese
Education
Fairfield University 2012 — 2013
Master of Science, Finance, 3.96
Shenzhen University 2007 — 2011
Bachelor, Economics June; Finance, 3.23
Thomas Hutzel CPA Thomas Hutzel CPA's Spencer Trask Experience 1995 - 2004
Job Chief Financial Officer at FrontStreet Facility Solutions Inc
Industry Facilities Services
Experience
FrontStreet Facility Solutions, Inc 2013 - Present
Gerson Lehrman Group 2004 - 2013
Spencer Trask 1995 - 2004
Whale Securities, Inc., 1993 - 1995
Skills
Mergers, Private Equity, Accounting, Equities, Auditing, IPO, Hedge Funds, Financial Reporting, Investments, Financial Modeling, Start-ups, Budgeting, GAAP, SOX, Tax, Audit, Due Diligence, Debt, SEC reporting, Strategy, Mergers & Acquisitions, Internal Controls, Budgets
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
Bachelors of Arts, Accounting
FrontStreet Facility Solutions, Inc 2013 - Present
Gerson Lehrman Group 2004 - 2013
Spencer Trask 1995 - 2004
Whale Securities, Inc., 1993 - 1995
Skills
Mergers, Private Equity, Accounting, Equities, Auditing, IPO, Hedge Funds, Financial Reporting, Investments, Financial Modeling, Start-ups, Budgeting, GAAP, SOX, Tax, Audit, Due Diligence, Debt, SEC reporting, Strategy, Mergers & Acquisitions, Internal Controls, Budgets
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
Bachelors of Arts, Accounting
Dr. Gary Lynn Dr. Gary Lynn's Spencer Trask Experience April 2005 - September 2007
Job Chairman/Founder: Breakthrough Technologies Group
Industry Program Development
Experience
Breakthrough Technologies Group January 2010 - Present
Stevens Institute of Technology January 2000 - Present
Spencer Trask April 2005 - September 2007
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MM, Marketing
Vanderbilt University 1976 — 1980
BSME, Mechanical Engineering
Breakthrough Technologies Group January 2010 - Present
Stevens Institute of Technology January 2000 - Present
Spencer Trask April 2005 - September 2007
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MM, Marketing
Vanderbilt University 1976 — 1980
BSME, Mechanical Engineering
John Lucier's Spencer Trask Experience June 2009 - September 2009
Job Senior Associate at American Capital
Industry Financial Services
Experience
American Capital January 2014 - Present
American Capital April 2012 - January 2014
UBS Investment Bank July 2010 - April 2012
Spencer Trask June 2009 - September 2009
GTECH 2008 - 2008
Peregrine Group May 2007 - August 2007
Skills
Fixed Income, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Derivatives, Private Equity, Equities, LBO, Venture Capital
Education
Washington University in St. Louis 2009 — 2010
Masters, Finance
University of Pennsylvania
BA, Philosophy, Politics, Economics
American Capital January 2014 - Present
American Capital April 2012 - January 2014
UBS Investment Bank July 2010 - April 2012
Spencer Trask June 2009 - September 2009
GTECH 2008 - 2008
Peregrine Group May 2007 - August 2007
Skills
Fixed Income, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Derivatives, Private Equity, Equities, LBO, Venture Capital
Education
Washington University in St. Louis 2009 — 2010
Masters, Finance
University of Pennsylvania
BA, Philosophy, Politics, Economics
E.J. Shovelson E.J. Shovelson's Spencer Trask Experience March 1996 - September 1998
Job Management Consulting Professional
Industry Financial Services
Experience
US Mortgage Corporation September 2012 - Present
Franklin First Financial August 2010 - September 2012
Topdot Mortgage March 2006 - March 2010
United Studios of Self-Defense March 1997 - December 2006
Spencer Trask March 1996 - September 1998
Skills
Loans, FHA, Underwriting, Investment Properties, Investments, Management, Sales, Customer Service, Mortgage Lending, Mortgage Banking, Selling, Investors, Funding, Equities, Credit, Banking, Loan Origination, Training, Residential Mortgages, Finance, Mortgage Underwriting, GNMA, FNMA, Secondary Mortgage..., Advertising, Encompass, Sales Management, Refinance, Negotiation, Risk Management, XP, Windows Vista, Real Estate, Loss Mitigation, Credit Analysis, FHA Financing, VA Loans, USDA, Reverse Mortgages, First Time Home Buyers
Education
LIU Post 1994 — 1995
Accounting
Suffolk County Community College 1992 — 1994
Accounting
US Mortgage Corporation September 2012 - Present
Franklin First Financial August 2010 - September 2012
Topdot Mortgage March 2006 - March 2010
United Studios of Self-Defense March 1997 - December 2006
Spencer Trask March 1996 - September 1998
Skills
Loans, FHA, Underwriting, Investment Properties, Investments, Management, Sales, Customer Service, Mortgage Lending, Mortgage Banking, Selling, Investors, Funding, Equities, Credit, Banking, Loan Origination, Training, Residential Mortgages, Finance, Mortgage Underwriting, GNMA, FNMA, Secondary Mortgage..., Advertising, Encompass, Sales Management, Refinance, Negotiation, Risk Management, XP, Windows Vista, Real Estate, Loss Mitigation, Credit Analysis, FHA Financing, VA Loans, USDA, Reverse Mortgages, First Time Home Buyers
Education
LIU Post 1994 — 1995
Accounting
Suffolk County Community College 1992 — 1994
Accounting
Kate Happel Kate Happel's Spencer Trask Experience 2003 - 2007
Job Knight Capital
Industry Financial Services
Experience
Knight Capital Group August 2009 - Present
Spencer Trask 2003 - 2007
Education
Bucknell University 1997 — 2001
B.A
Knight Capital Group August 2009 - Present
Spencer Trask 2003 - 2007
Education
Bucknell University 1997 — 2001
B.A
Joe Culhane Joe Culhane's Spencer Trask Experience August 2010 - Present
Job Controller at Spencer Trask
Industry Accounting
Experience
Spencer Trask August 2010 - Present
Culhane Consulting July 2008 - Present
Vault.com, Inc.- New York, NY 2007 - 2008
Forest Investment Management, LLC - Old Greenwich, CT 2004 - 2007
Sun Capital Partners 2006 - 2006
Leverte Associates/Health Management Solutions, Westport, CT 2003 - 2004
United Continental Corp., New York, NY 2001 - 2002
Speer & Fulvio CPA’s, L.L.P., New York, NY 1991 - 2001
Speer & Fulvio CPA’s, L.L.P., New York, NY(cont'd) 1991 - 2001
McMahan & Company - Stamford, CT 1989 - 1991
Skills
Tax, GAAP, Financial Analysis, Mergers, Finance, Financial Reporting, Auditing, Private Equity, Hedge Funds, Due Diligence, Variance Analysis, Securities, Valuation, Cash Flow, Financial Services, Corporate Finance, Strategic Financial..., Payroll, Financial Statements, Accounting, SEC filings, Internal Audit, Microsoft Excel, General Ledger, Analysis, Internal Controls, Executive Management, Restructuring, Financial Modeling, Tax Preparation, Management, CPA, Mergers & Acquisitions
Education
Mercy College 1979 — 1985
BS, Accounting
St. Raymond's HS 1975 — 1979
St. Benedict's 1967 — 1975
Spencer Trask August 2010 - Present
Culhane Consulting July 2008 - Present
Vault.com, Inc.- New York, NY 2007 - 2008
Forest Investment Management, LLC - Old Greenwich, CT 2004 - 2007
Sun Capital Partners 2006 - 2006
Leverte Associates/Health Management Solutions, Westport, CT 2003 - 2004
United Continental Corp., New York, NY 2001 - 2002
Speer & Fulvio CPA’s, L.L.P., New York, NY 1991 - 2001
Speer & Fulvio CPA’s, L.L.P., New York, NY(cont'd) 1991 - 2001
McMahan & Company - Stamford, CT 1989 - 1991
Skills
Tax, GAAP, Financial Analysis, Mergers, Finance, Financial Reporting, Auditing, Private Equity, Hedge Funds, Due Diligence, Variance Analysis, Securities, Valuation, Cash Flow, Financial Services, Corporate Finance, Strategic Financial..., Payroll, Financial Statements, Accounting, SEC filings, Internal Audit, Microsoft Excel, General Ledger, Analysis, Internal Controls, Executive Management, Restructuring, Financial Modeling, Tax Preparation, Management, CPA, Mergers & Acquisitions
Education
Mercy College 1979 — 1985
BS, Accounting
St. Raymond's HS 1975 — 1979
St. Benedict's 1967 — 1975
Zachary Wendler Zachary Wendler's Spencer Trask Experience October 2013 - Present
Job Associate at Spencer Trask
Industry Venture Capital & Private Equity
Experience
Spencer Trask October 2013 - Present
Spencer Trask August 2011 - September 2013
Stamford Hospital July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Sales, PowerPoint, Analysis, Financial Analysis, Fundraising, Microsoft Word, SWOT analysis, Business Strategy, Finance, Venture Capital
Education
Ithaca College 2007 — 2011
Bachelors of Science, Business Administration / Finance Concentration
City University of London 2010 — 2010
Staples High School 2003 — 2007
Spencer Trask October 2013 - Present
Spencer Trask August 2011 - September 2013
Stamford Hospital July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Sales, PowerPoint, Analysis, Financial Analysis, Fundraising, Microsoft Word, SWOT analysis, Business Strategy, Finance, Venture Capital
Education
Ithaca College 2007 — 2011
Bachelors of Science, Business Administration / Finance Concentration
City University of London 2010 — 2010
Staples High School 2003 — 2007
Mark Baran's Spencer Trask Experience 1999 - 2001
Job CoFounder and Managing Director, Four Springs Capital LLC
Industry Real Estate
Experience
Four Springs Capital LLC 2008 - Present
National Foundation for Cancer Research 2003 - Present
Neuberger Berman, Lehman Brothers 2005 - 2007
Yale University 2002 - 2005
Spencer Trask 1999 - 2001
Nicholas Applegate 1996 - 1999
JMB Realty Corporation 1984 - 1987
Skills
Connector of People, Management, Alternative Investments, Asset Management, Investments, Private Equity, Venture Capital, Finance, Securities, Due Diligence, Mergers & Acquisitions, Real Estate, Portfolio Management, Financial Advisory, Asset Managment
Education
Yale University 1974 — 1978
Montclair Academy
University of Pennsylvania - The Wharton School
Investment Management - CIMA - 1998
Four Springs Capital LLC 2008 - Present
National Foundation for Cancer Research 2003 - Present
Neuberger Berman, Lehman Brothers 2005 - 2007
Yale University 2002 - 2005
Spencer Trask 1999 - 2001
Nicholas Applegate 1996 - 1999
JMB Realty Corporation 1984 - 1987
Skills
Connector of People, Management, Alternative Investments, Asset Management, Investments, Private Equity, Venture Capital, Finance, Securities, Due Diligence, Mergers & Acquisitions, Real Estate, Portfolio Management, Financial Advisory, Asset Managment
Education
Yale University 1974 — 1978
Montclair Academy
University of Pennsylvania - The Wharton School
Investment Management - CIMA - 1998
Crystal (Yujing) Chen, FRM's Spencer Trask Experience February 2013 - April 2013
Job Collateral Management Associate/Team Lead
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
Barclays May 2013 - August 2013
Spencer Trask February 2013 - April 2013
IBM September 2012 - December 2012
Skills
Repos, OTC, Collateral Management, VBA, Options, Microsoft Excel, Futures, Risk Management, SQL, Bloomberg, SAS, Fincad, Access, Actuarial Science, Matlab, Equities, Algorithms, Risk Metrics
Education
The University of Connecticut School of Business 2011 — 2012
MS, Financial Risk Management
Nankai University 2007 — 2011
BS, Risk Management & Insurance
BNY Mellon August 2013 - Present
Barclays May 2013 - August 2013
Spencer Trask February 2013 - April 2013
IBM September 2012 - December 2012
Skills
Repos, OTC, Collateral Management, VBA, Options, Microsoft Excel, Futures, Risk Management, SQL, Bloomberg, SAS, Fincad, Access, Actuarial Science, Matlab, Equities, Algorithms, Risk Metrics
Education
The University of Connecticut School of Business 2011 — 2012
MS, Financial Risk Management
Nankai University 2007 — 2011
BS, Risk Management & Insurance
Charles O'Connor Charles O'Connor's Spencer Trask Experience June 2010 - August 2010
Job FInancial Services Recruiter
Industry Financial Services
Experience
TwoFour September 2011 - Present
Spencer Trask June 2010 - August 2010
Skills
Excel, Microsoft Office
Education
Gettysburg College 2007 — 2011
BA, Philosophy
Fordham Prep
TwoFour September 2011 - Present
Spencer Trask June 2010 - August 2010
Skills
Excel, Microsoft Office
Education
Gettysburg College 2007 — 2011
BA, Philosophy
Fordham Prep
Brian Focazio Brian Focazio's Spencer Trask Experience June 2013 - July 2013
Job Senior Analyst Finance, Company Operations at Burger King Corporation
Industry Restaurants
Experience
Burger King Corporation April 2015 - Present
Burger King Corporation October 2014 - March 2015
Burger King Corporation March 2014 - September 2014
Marks Prime Steakhouse August 2011 - February 2014
Projects for Haiti, Inc. September 2013 - December 2013
Spencer Trask June 2013 - July 2013
Meyers Associates L.P. May 2013 - June 2013
Skills
Financial Modeling, Microsoft Excel, Analysis, Corporate Finance
Education
University of Florida 2009 — 2013
Finance, General
Burger King Corporation April 2015 - Present
Burger King Corporation October 2014 - March 2015
Burger King Corporation March 2014 - September 2014
Marks Prime Steakhouse August 2011 - February 2014
Projects for Haiti, Inc. September 2013 - December 2013
Spencer Trask June 2013 - July 2013
Meyers Associates L.P. May 2013 - June 2013
Skills
Financial Modeling, Microsoft Excel, Analysis, Corporate Finance
Education
University of Florida 2009 — 2013
Finance, General
Tracy Raich Tracy Raich's Spencer Trask Experience January 2000 - June 2003
Job Livingston Montana Real Estate
Industry Real Estate
Experience
Raich Montana Properties LLC March 2010 - Present
Sotheby's International Realty January 2006 - December 2009
Spencer Trask January 2000 - June 2003
Skills
Real Estate Investment, Investment Properties, Brokerage, Luxury, Real Estate Development, Investors, Real Estate, Real Estate Transactions, Sellers, Listings, Asset Managment, Buyer Representation, Investments, Transaction Management, International Real..., Commercial Real Estate, Ranch, Disposition, Residential Homes, Tenant Representation, Selling, Real Estate Financing, Real Estate Economics, Asset Management, 1031 Exchanges, Property, Dispositions, Sales
Education
California Coast University
Bachelor of Science, Business Administration and Management, General
The University of Texas at Dallas
Bachelor of Science (BS), Business Administration and Management, General
Raich Montana Properties LLC March 2010 - Present
Sotheby's International Realty January 2006 - December 2009
Spencer Trask January 2000 - June 2003
Skills
Real Estate Investment, Investment Properties, Brokerage, Luxury, Real Estate Development, Investors, Real Estate, Real Estate Transactions, Sellers, Listings, Asset Managment, Buyer Representation, Investments, Transaction Management, International Real..., Commercial Real Estate, Ranch, Disposition, Residential Homes, Tenant Representation, Selling, Real Estate Financing, Real Estate Economics, Asset Management, 1031 Exchanges, Property, Dispositions, Sales
Education
California Coast University
Bachelor of Science, Business Administration and Management, General
The University of Texas at Dallas
Bachelor of Science (BS), Business Administration and Management, General
Joseph Zawaideh Joseph Zawaideh's Spencer Trask Experience January 2006 - July 2008
Job Vice President, Marketing & Business Development
Industry Health, Wellness and Fitness
Experience
Levitate Tehcnologies, Inc. September 2012 - Present
TAKARUB, LLC August 2008 - September 2011
Spencer Trask January 2006 - July 2008
OccuLogix, Inc. August 2004 - December 2005
B. Braun Medical January 2003 - August 2004
Innercool Therapies 2002 - 2003
B. Braun Medical 1998 - 2001
River Medical, Inc. 1993 - 1996
Skills
Venture Capital, Corporate Development, Strategy Development, Marketing Strategy, Market Research, Business Intelligence, New Business Development, Medical Devices, Start-ups, Product Launch, Cardiology, Commercialization, Product Marketing, Clinical, Business Planning, Competitive Analysis, Pharmaceuticals, Strategic Planning, Cross-functional Team..., Market Analysis, Product Development, Business Strategy, Healthcare, Product Launches, Life Sciences, Marketing Management, Mergers, Product Management, Hospitals, Market Planning, Team Building, Sales Support, Global Marketing, Forecasting, Competitive Intelligence, Contract Negotiation, Key Account Management, Strategic Partnerships, Marketing Communications, Pricing, P&L Management, Customer Relations, Market Development, International Business, Infectious Diseases, Clinical Trials, Management Consulting, Strategy, Pharmaceutical Industry, Clinical Research
Education
University of Southern California 1996 — 1998
Masters, MBA
University of California, San Diego 1990 — 1994
Bachelor of Science, Bio-Engineering
Levitate Tehcnologies, Inc. September 2012 - Present
TAKARUB, LLC August 2008 - September 2011
Spencer Trask January 2006 - July 2008
OccuLogix, Inc. August 2004 - December 2005
B. Braun Medical January 2003 - August 2004
Innercool Therapies 2002 - 2003
B. Braun Medical 1998 - 2001
River Medical, Inc. 1993 - 1996
Skills
Venture Capital, Corporate Development, Strategy Development, Marketing Strategy, Market Research, Business Intelligence, New Business Development, Medical Devices, Start-ups, Product Launch, Cardiology, Commercialization, Product Marketing, Clinical, Business Planning, Competitive Analysis, Pharmaceuticals, Strategic Planning, Cross-functional Team..., Market Analysis, Product Development, Business Strategy, Healthcare, Product Launches, Life Sciences, Marketing Management, Mergers, Product Management, Hospitals, Market Planning, Team Building, Sales Support, Global Marketing, Forecasting, Competitive Intelligence, Contract Negotiation, Key Account Management, Strategic Partnerships, Marketing Communications, Pricing, P&L Management, Customer Relations, Market Development, International Business, Infectious Diseases, Clinical Trials, Management Consulting, Strategy, Pharmaceutical Industry, Clinical Research
Education
University of Southern California 1996 — 1998
Masters, MBA
University of California, San Diego 1990 — 1994
Bachelor of Science, Bio-Engineering
Andrew Gengaro Andrew Gengaro's Spencer Trask Experience March 2009 - June 2010
Job Associate & Creative Designer
Industry Marketing and Advertising
Experience
Gengaro Stone, LLC June 2011 - Present
Spencer Trask March 2009 - June 2010
Spectrum Consulting Partners August 2008 - February 2009
Skills
Facebook, Investments, Microsoft Excel, Creative Direction, Financial Analysis, Due Diligence, Marketing, Negotiation
Education
Manhattan College 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Gengaro Stone, LLC June 2011 - Present
Spencer Trask March 2009 - June 2010
Spectrum Consulting Partners August 2008 - February 2009
Skills
Facebook, Investments, Microsoft Excel, Creative Direction, Financial Analysis, Due Diligence, Marketing, Negotiation
Education
Manhattan College 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Adam Morelli Adam Morelli's Spencer Trask Experience January 2013 - December 2013
Job Chief Marketing Officer at BankFeeInsider.com
Industry Marketing and Advertising
Experience
BankFeeInsider.com December 2013 - Present
Spencer Trask January 2013 - December 2013
Huntington Housing Authority August 2009 - December 2012
Skills
Analysis, Leadership, Management, Portfolio Management, New Business Development
Education
Binghamton University 2003 — 2007
Bachelor's degree, Psychology
BankFeeInsider.com December 2013 - Present
Spencer Trask January 2013 - December 2013
Huntington Housing Authority August 2009 - December 2012
Skills
Analysis, Leadership, Management, Portfolio Management, New Business Development
Education
Binghamton University 2003 — 2007
Bachelor's degree, Psychology
Weston Murphy's Spencer Trask Experience June 2013 - September 2013
Job Consultant at Quorum Business Solutions
Industry
Experience
Quorum Business Solutions August 2014 - Present
Course Hero, Inc. November 2013 - June 2014
Spencer Trask June 2013 - September 2013
Philipse Manor Beach Club May 2009 - May 2013
Skills
Microsoft Excel, PowerPoint, Social Media Marketing, Public Speaking, Research, Access, Conversational in..., Accounting, Microsoft Word, Leadership, Facebook, Social Media
Education
Tulane University 2010 — 2014
Bachelor of Science in Management, Management (Entrepreneurial Track) and Marketing, 3.8
Sleepy Hollow High School 2006 — 2010
Quorum Business Solutions August 2014 - Present
Course Hero, Inc. November 2013 - June 2014
Spencer Trask June 2013 - September 2013
Philipse Manor Beach Club May 2009 - May 2013
Skills
Microsoft Excel, PowerPoint, Social Media Marketing, Public Speaking, Research, Access, Conversational in..., Accounting, Microsoft Word, Leadership, Facebook, Social Media
Education
Tulane University 2010 — 2014
Bachelor of Science in Management, Management (Entrepreneurial Track) and Marketing, 3.8
Sleepy Hollow High School 2006 — 2010
Ken Ducey Ken Ducey's Spencer Trask Experience 1999 - 2001
Job Manager at HamletHub
Industry Financial Services
Experience
HamletHub September 2012 - Present
Fairfield Capital January 2006 - Present
Fairfield County Capital January 2006 - Present
Princeton Capital Strategies, LLC September 2006 - December 2008
Hermes Intl 2004 - 2005
Spencer Trask 1999 - 2001
The Outsourcing Institute 1997 - 1999
Skills
Private Equity, Investment Banking, Mergers, Manufacturing, Exit Strategies, Business Brokerage, Homeland Security, Acquisitions, Mergers & Acquisitions, Sales, Business, Brokers, Strategy, Corporate Development, Finance, Business Strategy, Management Buyouts, Business Valuation, Negotiation, Venture Capital, IPO, Entrepreneurship, M&A experience, Healthcare, Capital, Deal Sourcing, Business Planning, Divestitures, Restructuring, Investor Relations, Start-ups, Management, Investments, Commodity, Valuation, Emerging Markets, Capital Raising, Private Placements, Executive Management, Due Diligence, Small Business, Hedge Funds, Business Development
Education
University of Richmond 1982 — 1986
BA, Economics, Computer Science, Communications
Chaminade 1978 — 1982
Bachelor's degree
HamletHub September 2012 - Present
Fairfield Capital January 2006 - Present
Fairfield County Capital January 2006 - Present
Princeton Capital Strategies, LLC September 2006 - December 2008
Hermes Intl 2004 - 2005
Spencer Trask 1999 - 2001
The Outsourcing Institute 1997 - 1999
Skills
Private Equity, Investment Banking, Mergers, Manufacturing, Exit Strategies, Business Brokerage, Homeland Security, Acquisitions, Mergers & Acquisitions, Sales, Business, Brokers, Strategy, Corporate Development, Finance, Business Strategy, Management Buyouts, Business Valuation, Negotiation, Venture Capital, IPO, Entrepreneurship, M&A experience, Healthcare, Capital, Deal Sourcing, Business Planning, Divestitures, Restructuring, Investor Relations, Start-ups, Management, Investments, Commodity, Valuation, Emerging Markets, Capital Raising, Private Placements, Executive Management, Due Diligence, Small Business, Hedge Funds, Business Development
Education
University of Richmond 1982 — 1986
BA, Economics, Computer Science, Communications
Chaminade 1978 — 1982
Bachelor's degree
Morgan R.F. Beeson Morgan R.F. Beeson's Spencer Trask Experience May 2009 - August 2009
Job Aladdin Platform Strategy at BlackRock
Industry Financial Services
Experience
BlackRock February 2012 - Present
WR Capital Management May 2011 - February 2012
Bucknell Squash September 2009 - May 2011
Greenwich Investment Management May 2010 - August 2010
Spencer Trask May 2009 - August 2009
Skills
Fixed Income, Project Management, Investments, Equities, Business Development, Statistics, Data Analysis
Education
Bucknell University 2008 — 2012
Major in Economics, Minor in Applied/Modeling Mathematics
St. George's School 2005 — 2008
Greenwich Country Day School 1995 — 2005
BlackRock February 2012 - Present
WR Capital Management May 2011 - February 2012
Bucknell Squash September 2009 - May 2011
Greenwich Investment Management May 2010 - August 2010
Spencer Trask May 2009 - August 2009
Skills
Fixed Income, Project Management, Investments, Equities, Business Development, Statistics, Data Analysis
Education
Bucknell University 2008 — 2012
Major in Economics, Minor in Applied/Modeling Mathematics
St. George's School 2005 — 2008
Greenwich Country Day School 1995 — 2005
Kimberly De Gennaro (Stowers)'s Spencer Trask Experience May 2011 - December 2014
Job Sales Operations Aegis Capital Ventures at Aegis Capital
Industry Information Technology and Services
Experience
Aegis Capital December 2014 - Present
Spencer Trask May 2011 - December 2014
Morgan Stanley October 2008 - December 2008
UBS Investment Bank September 2004 - April 2007
JPMorgan 1998 - 2004
JP Morgan Chase & Co. 1998 - 2004
Merrill Lynch Europe September 1997 - December 1997
Merrill Lynch June 1997 - August 1997
IBM 1996 - 1996
Skills
Cross-functional Team..., Program Management, PMO, Strategy, Strategic Planning, Leadership, Executive Management, Start-ups, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Rollins College 1994 — 1998
Honors BA, Computer Science, Spanish
Dr. Phillips High School 1990 — 1994
Aegis Capital December 2014 - Present
Spencer Trask May 2011 - December 2014
Morgan Stanley October 2008 - December 2008
UBS Investment Bank September 2004 - April 2007
JPMorgan 1998 - 2004
JP Morgan Chase & Co. 1998 - 2004
Merrill Lynch Europe September 1997 - December 1997
Merrill Lynch June 1997 - August 1997
IBM 1996 - 1996
Skills
Cross-functional Team..., Program Management, PMO, Strategy, Strategic Planning, Leadership, Executive Management, Start-ups, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Rollins College 1994 — 1998
Honors BA, Computer Science, Spanish
Dr. Phillips High School 1990 — 1994
Robert Wong's Spencer Trask Experience May 2011 - August 2011
Job Investment Banking Analyst at ScottMacon, Ltd.
Industry Capital Markets
Experience
Scott-Macon, Ltd. November 2014 - Present
AXA Investment Managers June 2013 - October 2014
Fieldstone Private Capital Group, Inc. June 2012 - August 2012
Spencer Trask May 2011 - August 2011
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Fixed Income, Capital Markets, Due Diligence, Financial Analysis, Capital IQ, Economics
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, Finance
Greenwich High School 2005 — 2009
Scott-Macon, Ltd. November 2014 - Present
AXA Investment Managers June 2013 - October 2014
Fieldstone Private Capital Group, Inc. June 2012 - August 2012
Spencer Trask May 2011 - August 2011
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Fixed Income, Capital Markets, Due Diligence, Financial Analysis, Capital IQ, Economics
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, Finance
Greenwich High School 2005 — 2009
Jeff Swartz's Spencer Trask Experience 2007 - 2010
Job Entrepreneural Leadership
Industry Venture Capital & Private Equity
Experience
Business Strategy Group, LLC May 2010 - Present
Green Fence Holdings, LLC September 2014 - Present
Organic Green Solutions, Inc. March 2014 - Present
Eastern BioPlastics, LLC. June 2014 - Present
BioInformatics, LLC May 2013 - Present
SM Capital Funds January 2013 - Present
Cybersettle Inc. March 2008 - December 2013
Hundsun Global Services, Inc. June 2007 - May 2010
Spencer Trask 2007 - 2010
Current Analysis, Inc. January 2000 - August 2006
Skills
Business Strategy, Start-ups, Strategic Partnerships, Management Consulting, Entrepreneurship, Strategic Planning, Account Management, Strategy, Team Building, New Business Development, Sales Management, Leadership, Corporate Development, Contract Negotiation, Team Leadership, Marketing, Consulting, Telecommunications, Recruiting, SaaS, Negotiation, Competitive Analysis, Mergers & Acquisitions, Market Research, Team Management
Education
Boston College 1972 — 1976
BS, Psychology
Business Strategy Group, LLC May 2010 - Present
Green Fence Holdings, LLC September 2014 - Present
Organic Green Solutions, Inc. March 2014 - Present
Eastern BioPlastics, LLC. June 2014 - Present
BioInformatics, LLC May 2013 - Present
SM Capital Funds January 2013 - Present
Cybersettle Inc. March 2008 - December 2013
Hundsun Global Services, Inc. June 2007 - May 2010
Spencer Trask 2007 - 2010
Current Analysis, Inc. January 2000 - August 2006
Skills
Business Strategy, Start-ups, Strategic Partnerships, Management Consulting, Entrepreneurship, Strategic Planning, Account Management, Strategy, Team Building, New Business Development, Sales Management, Leadership, Corporate Development, Contract Negotiation, Team Leadership, Marketing, Consulting, Telecommunications, Recruiting, SaaS, Negotiation, Competitive Analysis, Mergers & Acquisitions, Market Research, Team Management
Education
Boston College 1972 — 1976
BS, Psychology
John Trezza's Spencer Trask Experience 2008 - 2008
Job Vice President / General Manager United Technologies ( CEO Cloud Cap Technologies & Sensors Unlimited Inc)
Industry Semiconductors
Experience
Goodrich Corporation April 2011 - Present
Goodrich ISR Systems 2008 - May 2011
Spencer Trask 2008 - 2008
Cubic Wafer 2005 - 2008
Xanoptix March 2000 - June 2005
Sanders a Lockheed Martin Company 1996 - 2000
Stanford University 1995 - 1996
Skills
Aerospace, Semiconductors, Engineering Management, Cloud Computing, Six Sigma, Cross-functional Team..., Electronics, Team Building, Strategic Planning, Systems Engineering, Product Management, Wireless, Product Development, R&D, Mergers & Acquisitions, Start-ups, Business Strategy, Engineering, Change Management, Program Management, Manufacturing
Education
Stanford University 1990 — 1995
Ph.D., Electrical Engineering
Princeton University 1986 — 1990
B.S.E., Electrical Engineering
Goodrich Corporation April 2011 - Present
Goodrich ISR Systems 2008 - May 2011
Spencer Trask 2008 - 2008
Cubic Wafer 2005 - 2008
Xanoptix March 2000 - June 2005
Sanders a Lockheed Martin Company 1996 - 2000
Stanford University 1995 - 1996
Skills
Aerospace, Semiconductors, Engineering Management, Cloud Computing, Six Sigma, Cross-functional Team..., Electronics, Team Building, Strategic Planning, Systems Engineering, Product Management, Wireless, Product Development, R&D, Mergers & Acquisitions, Start-ups, Business Strategy, Engineering, Change Management, Program Management, Manufacturing
Education
Stanford University 1990 — 1995
Ph.D., Electrical Engineering
Princeton University 1986 — 1990
B.S.E., Electrical Engineering
Michael Wimmer's Spencer Trask Experience May 2005 - May 2007
Job Senior Managing Director at Polaris Strategy
Industry Financial Services
Experience
PEG Strategy May 2008 - Present
Spencer Trask Ventures May 2007 - May 2008
Spencer Trask May 2005 - May 2007
Skills
Creative Strategy, Sales, Capital Raising, Managed Funds, Venture Capital, Mergers & Acquisitions, Competitive Analysis, Entrepreneurship, Management, Financial Modeling
Education
Colorado State University 1987 — 1991
B.S., Psychology/Statistics
PEG Strategy May 2008 - Present
Spencer Trask Ventures May 2007 - May 2008
Spencer Trask May 2005 - May 2007
Skills
Creative Strategy, Sales, Capital Raising, Managed Funds, Venture Capital, Mergers & Acquisitions, Competitive Analysis, Entrepreneurship, Management, Financial Modeling
Education
Colorado State University 1987 — 1991
B.S., Psychology/Statistics
Sam Vail's Spencer Trask Experience December 2000 - March 2008
Job Principal at Kidd & Company, LLC
Industry Venture Capital & Private Equity
Experience
Kidd & Company April 2008 - Present
Spencer Trask December 2000 - March 2008
Gartner May 1996 - December 2000
Gartner Group May 1991 - April 1996
Education
Franklin & Marshall College 1977 — 1981
Kidd & Company April 2008 - Present
Spencer Trask December 2000 - March 2008
Gartner May 1996 - December 2000
Gartner Group May 1991 - April 1996
Education
Franklin & Marshall College 1977 — 1981
Dan Zettler's Spencer Trask Experience September 1995 - April 1999
Job Senior Financial Consultant at Barnstable Mortgage Group, LLC
Industry Financial Services
Experience
Barnstable Mortgage Group, LLC April 2004 - Present
Spencer Trask September 1995 - April 1999
Skills
Commercial Real Estate, Refinance, Mortgage Lending, Finance, Investments, Customer Service, Real Estate, Asset Management, Due Diligence, Loans, Portfolio Management, Real Estate Economics, Commercial Mortgages
Education
Albany Law School of Union University 1991 — 1994
JD, Law
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1988 — 1992
Barnstable Mortgage Group, LLC April 2004 - Present
Spencer Trask September 1995 - April 1999
Skills
Commercial Real Estate, Refinance, Mortgage Lending, Finance, Investments, Customer Service, Real Estate, Asset Management, Due Diligence, Loans, Portfolio Management, Real Estate Economics, Commercial Mortgages
Education
Albany Law School of Union University 1991 — 1994
JD, Law
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1988 — 1992
Bill Doller's Spencer Trask Experience June 1993 - December 1993
Job Chief Financial Officer and Executive Vice President, Integra Networks
Industry Telecommunications
Experience
Hudson Valley Capital Management LLC December 2001 - Present
Kimball & Cross Investment Management October 2002 - January 2009
Trautman Wasserman January 1994 - October 2002
Spencer Trask June 1993 - December 1993
Skills
Hedge Funds, Private Equity, Venture Capital, Investment Banking, Capital Markets
Education
State University of New York College at Plattsburgh 1988 — 1992
Hudson Valley Capital Management LLC December 2001 - Present
Kimball & Cross Investment Management October 2002 - January 2009
Trautman Wasserman January 1994 - October 2002
Spencer Trask June 1993 - December 1993
Skills
Hedge Funds, Private Equity, Venture Capital, Investment Banking, Capital Markets
Education
State University of New York College at Plattsburgh 1988 — 1992
D.A. McComas's Spencer Trask Experience August 2005 - March 2008
Job Venture Capital
Industry Venture Capital & Private Equity
Experience
Spencer Trask August 2005 - March 2008
Tradition Asiel Securities February 1998 - June 2003
Skills
Venture Capital
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance and Entrepreneurial Management
University of Pennsylvania 1993 — 1997
BA, International Relations
Spencer Trask August 2005 - March 2008
Tradition Asiel Securities February 1998 - June 2003
Skills
Venture Capital
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance and Entrepreneurial Management
University of Pennsylvania 1993 — 1997
BA, International Relations
Michael Turillo's Spencer Trask Experience January 2004 - August 2011
Job Chairman of the Board of Directors at inno360, Inc.
Industry Venture Capital & Private Equity
Experience
Cybersettle Inc. November 2013 - Present
inno360, Inc. July 2009 - Present
VenCorps LLC July 2009 - Present
Spencer Trask Collaborative Innovations LLC January 2008 - December 2014
community designs llc 2005 - 2013
Spencer Trask January 2004 - August 2011
IBM September 2001 - January 2004
KPMG Peat Marwick January 1974 - June 2001
Peat Marwick Mitchell 1973 - 2000
KPMG LLP 1973 - 2000
Skills
Strategic Partnerships, Start-ups, Corporate Development, Venture Capital, Mergers, Strategy, Entrepreneurship, Acquisition Integration, Private Equity, Management Consulting, Executive Management, Business Development, Business Strategy, Strategic Planning, Restructuring, Leadership, Due Diligence
Education
Syracuse University 1971 — 1973
MBA
University of Massachusetts, Amherst 1971 — 1973
MS, Operational Research
Providence College 1965 — 1969
BS, Management
Cybersettle Inc. November 2013 - Present
inno360, Inc. July 2009 - Present
VenCorps LLC July 2009 - Present
Spencer Trask Collaborative Innovations LLC January 2008 - December 2014
community designs llc 2005 - 2013
Spencer Trask January 2004 - August 2011
IBM September 2001 - January 2004
KPMG Peat Marwick January 1974 - June 2001
Peat Marwick Mitchell 1973 - 2000
KPMG LLP 1973 - 2000
Skills
Strategic Partnerships, Start-ups, Corporate Development, Venture Capital, Mergers, Strategy, Entrepreneurship, Acquisition Integration, Private Equity, Management Consulting, Executive Management, Business Development, Business Strategy, Strategic Planning, Restructuring, Leadership, Due Diligence
Education
Syracuse University 1971 — 1973
MBA
University of Massachusetts, Amherst 1971 — 1973
MS, Operational Research
Providence College 1965 — 1969
BS, Management
Andrew Mallardi's Spencer Trask Experience September 2007 - April 2008
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2009 - Present
Oppenheimer & Co. May 2008 - January 2009
Spencer Trask September 2007 - April 2008
Neuberger Berman July 2005 - July 2007
Magnet Investment Group May 2001 - August 2005
Skills
Loans, Retirement Planning, Wealth Management, Equities, Asset Managment, Wealth Management..., Strategic Financial..., Mutual Funds, Wealth, Alternative Investments, High Net Worth..., Securities, Series 7, Portfolio Management, Investments, Venture Capital, Finance, Risk Management, Private Equity, Asset Management, Financial Planning
Education
Quinnipiac University 2000 — 2004
TD Ameritrade January 2009 - Present
Oppenheimer & Co. May 2008 - January 2009
Spencer Trask September 2007 - April 2008
Neuberger Berman July 2005 - July 2007
Magnet Investment Group May 2001 - August 2005
Skills
Loans, Retirement Planning, Wealth Management, Equities, Asset Managment, Wealth Management..., Strategic Financial..., Mutual Funds, Wealth, Alternative Investments, High Net Worth..., Securities, Series 7, Portfolio Management, Investments, Venture Capital, Finance, Risk Management, Private Equity, Asset Management, Financial Planning
Education
Quinnipiac University 2000 — 2004
Laura Naramore's Spencer Trask Experience 2008 - 2010
Job Senior Strategy Advisor, Office of the CFO at MITRE
Industry Nonprofit Organization Management
Experience
MITRE November 2014 - Present
MITRE 2010 - October 2014
Spencer Trask 2008 - 2010
IBM 2003 - 2007
People's Bank 2002 - 2003
Deloitte & Touche 2000 - 2002
PwC 1995 - 2000
Skills
Business Strategy, Corporate Development, Marketing Strategy, Strategic Planning, Brand Development, Business Planning, Integration, Executive Messaging, Project Turnaround, Systems Thinking, Complexity Management, Strategic Advisory, Strategy, Mergers & Acquisitions, Analysis, Management, Due Diligence, Acquisition Integration, Leadership, Start-ups
Education
The George Washington University 2011 — 2012
MSc.
Yale University 1992 — 1995
MFA
Columbia University in the City of New York
A.B.
Alabama School of Fine Arts and Sciences 1982 — 1986
HS
MITRE November 2014 - Present
MITRE 2010 - October 2014
Spencer Trask 2008 - 2010
IBM 2003 - 2007
People's Bank 2002 - 2003
Deloitte & Touche 2000 - 2002
PwC 1995 - 2000
Skills
Business Strategy, Corporate Development, Marketing Strategy, Strategic Planning, Brand Development, Business Planning, Integration, Executive Messaging, Project Turnaround, Systems Thinking, Complexity Management, Strategic Advisory, Strategy, Mergers & Acquisitions, Analysis, Management, Due Diligence, Acquisition Integration, Leadership, Start-ups
Education
The George Washington University 2011 — 2012
MSc.
Yale University 1992 — 1995
MFA
Columbia University in the City of New York
A.B.
Alabama School of Fine Arts and Sciences 1982 — 1986
HS
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