Eric has more than 27 years of experience as an investment banker and entrepreneur and has provided financial and strategic advice and structuring transactions for a broad range of companies and investors. Prior to launching Manhattan Venture Partners, Eric was a Partner at Citizen VC, Inc., a financial technology and investment firm, where he led the firm’s investment banking efforts. Prior to Citizen VC, Eric cofounded Gentry New York, which he merged with GSV Financial Group. At GSV FG, Eric was head of investment banking and CEO of Gentry Securities, their broker-dealer subsidiary. Prior to GSV FG, Eric cofounded and led investment banking efforts at Ledgemont Capital Group and Indigo Ventures, firms which raised capital for and invested in early and growth stage companies. Prior to those firms, Eric was an Associate and then General Partner at McFarland Dewey & Co., a boutique investment banking firm. Eric began his career at McKinney Advertising. Eric received a BA in Economics from the University of Pennsylvania and an MBA, with Honors, from the Stern School of Business, New York University. He holds FINRA Series 7, Series 63, Series 24, Series 79, Series 87 and Series 99 licenses.
Jared Carmel is a co-founder of Manhattan Venture Partners and a pioneer in the ‘Secondary Market’ for pre-IPO technology companies. His primary focus is providing liquidity and diversification for shareholders of illiquid, high profile, venture-backed private companies.
Over the last fifteen years, Jared has worked on a variety of assignments, including early and late-stage venture capital, private investment in public equity (PIPE), M&A projects and secondary direct stock offerings. This has lead to extensive experience in investment banking, business operations, acquisition integration and board work. His involvement in pre-IPO technology investments has helped produce over $1 billion in invested capital to date across some 30+ businesses with >20 liquidity events.
Outside of Jared’s activity in the secondary markets, he also makes opportunistic growth equity investments in traditional venture capital. Some of his more notable investments include Facebook, Twitter, Alibaba, Spotify, Palantir, Lyft, Pinterest, DocuSign, SoFi, Wish, Rent the Runway, MoneyLion, and Flipkart.
Before launching Manhattan Venture Partners, Jared was a co-Founder of Citizen VC, Inc., a financial technology, and investment firm. He oversaw the firm’s secondary direct venture capital activities, including managed funds and brokered transactions. Before founding Citizen VC, Jared was Managing Director, Director of Secondary Markets at Gentry Venture Partners (GSV Ventures now G Squared). During his tenure at, Jared built the firm’s secondary markets practice and led investments into some of the fastest growing and exclusive startups in Silicon Valley. Before Gentry, Jared was a pioneer in the secondary direct venture market sector, originating and funding investments in such companies as Facebook, LinkedIn, Twitter, Groupon and Chegg, among others. In 2006, Jared spearheaded the effort to build the New York office of AEFC a late-stage venture capital investment bank. Ultimately, the New York office raised more than $100 million annually to co-invest alongside top VCs, predominantly for TMT and clean technology companies. In 2004 Jared started in banking at Laidlaw & Company, where he focused on alternative investments, as well as primary and secondary offerings for public companies seeking growth capital.
Jared has been interviewed by many leading industry publications such as CNBC, The Wall Street Journal, The Washington Post, CNN Money, CNN Tech, MarketWatch, Silicon Valley Business Journal, BuzzFeed News, and The Information.
Mr. Carmel graduated with a BA from the University at Buffalo School of Informatics. He holds FINRA Series 7 and Series 63 licenses.
At Manhattan Venture Partners, Bradley has various responsibilities that include client and business development both on both the buy/sell side as well as working alongside the banking team. Prior to Manhattan Venture Partners, Bradley was a Partner at Citizen VC, Inc., a financial technology and investment firm, where he participated in late-stage secondary venture investments. Before joining Citizen VC, Bradley was Vice President at Gentry Financial Holding Group (n/k/a GSV Financial Group). His roles included raising capital for primary and secondary later stage venture opportunities and advisory assignments the firm undertook. Prior and during his tenure with Gentry, Bradley also served as CEO and Founder of an early stage enterprise/mobile technology startup. Bradley entered the venture space at a boutique venture capital investment bank Advanced Equities Inc. Prior to AEI he began his finance career with Morgan Stanley Smith Barney as a Financial Advisor. Bradley graduated from the Robert H. Smith School of Business at the University of Maryland College Park with a BS in Business Marketing and holds FINRA Series 7, Series 66, and Series 31 licenses.
Rashaun serves as General Partner of the MVP All-Star Fund. He brings to MVP extensive investing and corporate finance expertise. He was a Founding Partner at QueensBridge Venture Fund, which he helped launch in 2013 and managed with other partners including rapper and hip-hop icon Nasir “Nas” Jones. Queensbridge invested in startups such as Dropbox, Lyft, Seatgeek, Meerkat and General Assembly. Rashaun also manages Value Investment Group, a private investment and consulting firm focused on influencer-backed private equity and value investing, particularly in consumer products, tech, media, entertainment, financial services and infrastructure.
Over the course of his career, Rashaun has held institutional sales and trading roles at Goldman Sachs, Deutsche Bank and Wells Fargo, as well as serving in a senior capacity in several boutique M&A and corporate finance boutiques. He also founded Dixsville Partners, a private equity fund investing in infrastructure development and mineral companies in West Africa. In addition to his professional activities, Rashaun founded the Kemet Institute, a nonprofit organization that provides workshops in financial literacy and entrepreneurship to children, teens and adults in low income communities. Rashaun is a member of Kappa Alpha Psi, Inc. and summa cum laude graduate of Morehouse College. In 2015, he was appointed to the Board of Trustees at Fisk University. Rashaun holds FINRA Series 7, Series 3, Series 63, and Series 24 Licenses.
Kevin has more than 17 years experience in the financial services industry. Prior to joining Manhattan Venture Partners, Kevin was a Senior Vice President at Wedbush Securities Inc. and Head of the Private Company Strategies Group. Kevin oversaw all of the group’s secondary market activities, including brokered transactions, managed funds, and principal investments. Prior to creating the Private Company Strategies group, Kevin was a Vice President in Institutional Equity Sales and Trading at Wedbush Securities Inc. He spent over 10 years as a position trader providing technical and fundamental analysis to the firm’s institutional clients and focusing on technology, social media, gaming and ecommerce. During this period, Kevin also consistently traded the firm’s capital for a profit while providing best execution services to his clients. Prior to joining Wedbush Securities Inc., Kevin was an analyst for Merrill Lynch’s Capital Management Group. The group provided portfolio management services to central banks and sovereign wealth funds with minimum investments of $25 million. Kevin earned his BBA from Washington University in St. Louis. Kevin holds FINRA Series 7, Series 63, Series 65, and Series 55 licenses.
Andrea Lamari Walne leads the San Francisco regional office and is responsible for overseeing the firm’s growing West Coast presence and team.
Working directly with more than 100 private companies, Walne has facilitated over $10 billion worth of transactions for mid and late-stage private companies.
As one of the first female executives in the space, Walne has been leading private company liquidity in the secondary market since its early days, beginning her career as a co-founder of Forge (previously Equidate). Prior to joining MVP, she led the Liquidity Solutions team at Carta (previously eShares). Before Carta, she spent three years as the West Coast director for NASDAQ Private Market. a division of Nasdaq, Inc., where she ran business development for this unit, bolstering Nasdaq’s presence by supporting late-stage, pre-IPO companies before they listed on the exchange. She has facilitated transactions for companies such as Slack, Uber, Stitch Fix, and PagerDuty.
Santosh has 18 years of experience in Technology/Telecom equity research. Prior to joining Manhattan Venture Partners, Santosh was a Senior Equity Analyst, Managing Director at GreenCrest Capital LLC where he pioneered efforts to publish public-company style, in-depth research reports and valuation analysis on private companies in the technology/social media/telecom sectors. Prior to GreenCrest, Santosh was an equity research analyst covering telecommunications, media and technology stocks at Evercore Partners, Prudential Securities and Broadpoint Capital. While at Broadpoint, Santosh was ranked by Starmine/Financial Times in its annual survey of leading equity analysts in North America. Before moving to equity research, he worked as a Senior Financial Analyst in the Financial Analysis & Reporting Group at PaineWebber and later at Prudential Securities. Santosh has a double undergraduate degree, a BCom in Advanced Accounting & Auditing from Osmania University, India, and a BA in Economics from Rutgers University. He also received an MBA in Finance from Rutgers Business School. Santosh’s work is cited frequently in financial journals and he appears frequently on business networks including CNBC, BNN and Reuters.
At Manhattan Venture Partners, Karl focuses on buy-side and sell-side client and business development across Europe. He is based in London.
Karl started his career in Madrid as part of the launch team for companies in the tech and telecommunication sector, including FON.com and E-plus. He then founded his first business, MambaIQ, a data-driven social media analysis platform. After exiting that business, Karl co-founded and invested in further companies across Europe and Latin America in the areas of eCommerce, lead-generation and food delivery.
Alongside Karl’s role at Manhattan Venture Partners he is actively advising a portfolio of European tech companies in different capacities, including Jobandtalent.com, Stratio.com and Playtomic.io
Karl graduated with a BA (Hons) in International Business and Entrepreneurship from the European Business School in London and Universidad Torcuato Di Tella in Buenos Aires.
Alejandro Creixell Castañeda has more than 20 years of experience holding senior management positions at financial institutions throughout Latin America. He brings a deep knowledge of financial management and financial markets.
In 1999, Alejandro founded Bulltick Capital Markets (www.bulltick.com) with a selected group of Mexican investors to bring excellence in the American Depository Receipts (ADRs) of Latin American companies that were listed on the NYSE, AMEX and NASDAQ. As a managing partner and head of sales, Alejandro oversaw the development of the company throughout Latin America, opening offices in Argentina and Brazil, and creating new relationships with the most important financial institutions in Chile, Peru, Venezuela and Colombia. Within 5 years of founding, Bulltick was trading more than 50 million ADRs annually, achieving a top-ten market position.
Prior to Bulltick, Alejandro worked at BBVA as an International Financial Advisor in the international markets, advising on investment and portfolio preparation for clients with assets of more than one million dollars and investments in various international assets. During this time, Mr. Creixell conducted the necessary courses in order to achieve accreditation as a stock exchange agent of the AMIB (Mexican Association of Stockbrokers).
Alejandro has extensive experience in structuring and raising capital in different industries. He is also the founder of Cretum Advisory & Capital Markets (www.cretumpartners.com) and Pretmex Sofom ENR (www.pretmex.com), a non-bank lender to SMEs in Mexico.
Mr. Creixell holds undergraduate degree in Economics and a master’s degree in Finance with a specialty in business valuation from the Instituto Tecnológico Autónomo de México (ITAM). He has also completed the Value Investing course at the Business School of Columbia University, and the Business Valuation (Essentials of Business Valuation) course at the New York Institute of Finance.
Jamil brings a unique mix of investment banking and hands on operating experience. He began his training at Merrill Lynch International Bank in London in 1993. As a fully registered FSA and Series 7&3 Financial Advisor and having worked both in equity and fixed income sales and strategy, Jamil was selected as one of the founding members of the Merrill Lynch Investment Advisory Group (IAG) in 1996. The Group managed middle market clients (quasi institutional) with over US$5 billion under management and Jamil was responsible for the Fixed Income and Private Equity strategy for the portfolio. In 1998 Jamil was appointed head of the Group reporting directly to the regional manager and supported the roll out of the IAG across Merrill’s offices in New York, Dubai and Singapore. In 2000, Jamil managed his own independent client’s portfolio and became the youngest banker at the time to make Merrill Lynch’s prestigious Chairman’s Club advising on over US$ 1.5 billion in assets. Having allocated capital to the entire spectrum of investment products and services, Jamil began taking special interest in venture capital and private equity – direct investments.
In 2003 after leaving Merrill Lynch, he independently managed and advised a successful monetization of US$ 1.5 billion of US real estate assets for a Middle Eastern client, while investing into a new telecom venture. Kulacom Broadband Investment Company was founded and Jamil operating out of Dubai, UAE attracted a leading telecom management and operating team and secured private funding from the MENA region as well as a JV partnership with one of the world’s leading broadband operators, SK Telecom out of Seoul, S. Korea. In 2009, both the Jordanian Telecom Authority and Korea’s Telecom Commission recognized Kulacom’s network in Amman Jordan as the world’s leading fully independent wireless broadband network. Together with SK Telecom, Kulacom established a full-fledged engineering office in Bahrain to support its regional expansion. Kulacom rolled out networks in Amman, Istanbul and Athens. This was a true VC success story in a highly regulated market in region.
After selling his position to the majority shareholders of Kulacom, Jamil established an investment management and advisory business. The majority of investments were in VC and PE technology businesses. Jamil was the first investor in Gonabit, backing its Dubai based founders. Gonabit was sold after 2 years with over 20X multiple to Living Social, the second largest coupon group buying business. Jamil also worked closely with investment firms in the UK to deliver terms sheets to finance over US$3 billion worth of contracts to Governments in South America for trade and construction finance, secured land and financing to establish an IKEA in Bahrain, advised on the set up and structure of a Singapore REIT for worker accommodation, structured financing for a building in DIFC, Dubai.
In 2016 Jamil was approved by the FCA to acquire a UK FCA regulated investment advisory and management firm. The purpose of this acquisition, is to build a multi-family investment advisory business focused on telecom, media and technology. This is a unique platform working with leading VC investment firms, entrepreneurs and executives.
Pablo is an experienced entrepreneur and investor with 15+ years in the Internet space. He has co-founded 6 profitable Internet companies in both the consumer Internet and enterprise software space, expanding these companies into four different continents worldwide.
Involved in late-stage, Pre-IPO investing since 2014, Pablo has invested and raised capital for equity investments into companies such as Airbnb, Spotify, Flipkart, Palantir Technologies, Lyft, Rent the Runway, SpaceX, Coinbase and Pinterest, among others.
Pablo has also participated as an Angel Investor in 40+ companies. He has several exits under his belt and enjoys using his hands on experience to mentor fellow entrepreneurs when possible.
He is and active member of EO (Entrepreneurs Organization) where he is part of the Board of the Argentina Chapter and is an active volunteer in TECHO (http://us.techo.org/).
Mr. Potente holds a BA degree from the Universidad Católica Argentina (UCA) in Buenos Aires, Argentina.
Memet is an experienced Investor and Advisor. He has been the Co-founder and Managing Partner of TRPE Capital, an investment firm focused on investing in growing and innovative companies in technology, healthcare, consumer and business services sectors.
Since 2013 he has also acted as an Advisor to One Equity Partners. Prior to TRPE Capital, Memet was the Co-founder of Rhea Asset Management in Istanbul, where he led the private equity and venture capital investment teams. An active investor in Turkey since 2007, previously he has spent 17 years in the US in various private equity investment management, operating and consulting roles.
Memet served on more than 20 boards including two public companies listed on Borsa Istanbul as well as the Executive Alumni Council at the University of Rochester and the Foreign Economic Relations Board of Turkey.
Mr Yazici is a Kauffman Fellows Mentor and was a charter member of the Central and Eastern Europe and Turkey Advisory Council of the Emerging Markets Private Equity Association.
Memet holds a B.S. degree in Engineering from Bogazici University in Istanbul and an MBA degree from University of Rochester, Simon Business School.
Sam has over 20 years of experience in the financial services industry. Over the course of his career he has worked in both buy side and sell side capacities. Prior to joining Manhattan Venture Partners he was Chief Investment Officer for the Angeliades Family. Prior to his CIO role he was a Vice President at Credit Suisse. Before joining CS Sam was Head of Corporate Access for the Shafiroff Group at Lehman Brothers. Sam has BA in Political Science from SUNY Plattsburgh and holds Finra Series 7 and 63 licenses.
Michael has focused the majority of his career working on private fund raising for high tech, life sciences and alternative energy companies ranging from first rounds of financing to late stage, pre-IPO companies. Throughout his career Michael has gained valuable insight into the private asset class, specifically the structuring of alternative investment vehicles while also developing essential relationships in the industry. Prior to joining Manhattan Venture Partners, Michael was a Vice President in the Merchant Capital division within Maxim Group where he primarily concentrated on origination, business development and marketing of early to mid-stage biotech companies. Prior to joining Maxim Group Merchant Capital, Michael was an associate in the New York office of AEFC, where they raised late stage rounds of financing for companies mainly in the TMT and clean tech space alongside tier-1 venture capital firms. Michael graduated with a BA in Marketing from Kean University and holds a FINRA Series 7 and 66.
John began his career in financial services as a registered representative / retail salesman in the Lehman division of Shearson Lehman American Express in January, 1986 (55 Water Street, NYC). He went on to co-found TIR Securities Ltd. in Hong Kong in 1988; an international brokerage firm that specialized in trading global equities and providing independent investment research to large institutional investors (TIR was acquired by E*Trade in 1999). John served as director of institutional sales in Hong Kong and ultimately as managing director of TIR Hong Kong. As director of sales, John covered institutional accounts in Hong Kong, Singapore, Malaysia, Australia and Abu Dhabi . He has been a branch manager with Hoenig & Co. Inc. in Tokyo, as well as SVP / Head of Sales for Hoenig in New York. John has been involved with a number of start-up businesses since re-locating to Seattle, WA in 2004. He holds FINRA Series 7 and Series 63 licenses. John is a graduate of Middlebury College (class of 1983) where he majored in history.
As Vice President of Operations, Nissa assists the MVP team in many facets of business operations including sales, customer support, compliance and back-office operations. Prior to Manhattan Venture Partners, Nissa worked as an Associate at Citizen VC, a financial technology and investment firm and at Gentry Financial Holdings Group (n/k/a GSV Financial Group). Nissa began her finance career as a sales assistant for Lincoln Financial Advisors. Nissa graduated from the University of Wisconsin-Madison with a BA in Political Science and holds FINRA Series 7 and Series 63 licenses.
David joined Manhattan Venture Partners in June 2016. His focus is domestic and international business development, working collaboratively with MVP’s Capital Markets team. David also supports MVP’s overall sales, marketing and branding efforts including web-based and social media activities. David graduated from Fordham University with a BA in Finance and a secondary concentration in Alternative Investments. He holds FINRA Series 7 and 63 licenses.
John Lee Jr. joined Manhattan Venture Partners in June of 2018 after graduating from Fordham University’s Gabelli School of Business with a B.S. in Finance, secondary concentration in Alternative Investments, and a minor in Economics. His key roles are concentrating on business development, working closely with MVP’s Capital Markets Team, while supporting overall sales & marketing, operations, and branding efforts. He holds FINRA Series 7 and 66 licenses.
Mario is Manhattan Venture Partners’ investment banking analyst. He focuses on investment due diligence, deal structuring, quantitative and qualitative analysis, and banking activities. Mario graduated from Fordham University with a Bachelor’s Degree in Economics. Mario is originally from Miami, Florida and is a native Spanish speaker. Mario holds a Series 79 license.
Evan is an Advisor to Manhattan Venture Partners, where he was a co-founder. He helped launch MVP and the All-Star Family of Funds as a Managing Partner. Previously, he was a Founding Partner of Citizen VC, Inc., a financial technology and investment firm which participated in both early-stage primary and late-stage secondary venture investments. Prior to Citizen VC, Evan co-founded Gentry New York, which became GSV Financial Group. Evan’s focus was on investing in and raising capital for venture-backed mid-stage energy and technology companies alongside top-tier VCs. Before GSV FG, Evan founded and was CEO of BronfmanHaymes Real Estate Partners, which acquired and developed residential and commercial real estate in the New York Tri-State area. Evan has invested in and developed real estate throughout the United States.
Evan is the founder of On The Square Properties. OTS develops or invests in opportunistic commercial and residential real estate ventures. Evan received an MBA from the Columbia Graduate School of Business with a concentration in Finance, an MA from University College London and a BA from the University of Pennsylvania. He is an advisor to Full Stack Modular, a fully integrated modular design, manufacturing and construction firm. Evan is a member of Entrepreneurs’ Organization. He served as Chairman of the Young Leadership Committee for Seeds of Peace and the Chairman of the Board of the Ricardo O’Gorman Garden & Library School in Harlem, NY.
Max is an economist and strategist with 10 years of experience in alternative assets and 10 years of experience teaching Economics and Statistics at the graduate university level. Prior to launching Manhattan Venture Partners, Max was Chief Economist at Citizen VC, Inc., a financial technology and investment firm. Prior to joining Citizen VC, Max spent 4 years building the research and strategy practices at GreenCrest Capital. While at GreenCrest, Max authored or coauthored research reports on numerous private technology companies, including the first published equity research report on Facebook. Max has taught Economics, Development and International Affairs at the Milano Graduate Program in International Affairs, New School University for 9 years. Max is widely sought after for his commentary and insight on technology companies, and has made hundreds of appearances and published articles in leading media outlets including Bloomberg TV, CNBC, Fox News, The Financial Times, CBS Evening News, ABC News, BBC, and The Wall Street Journal. Max received a BA and MA in Economics, both summa cum laude, and completed his coursework for a PhD and is AbD, from The University of Massachusetts, Amherst. Max is a Board Advisor to several technology start-ups and has served as a macroeconomic advisor to Reverend Jesse L. Jackson Senior and numerous Credit Unions and Credit Unions Leagues.
In his role as Chairman of Global Brokerage at CBRE, the world’s largest real estate services company, Mr. Siegel advises major corporations and property owners on a broad range of real estate issues. Mr. Siegel is widely regarded in commercial real estate circles as one of the industry’s most talented and prolific professionals. He was featured in the Urban Land Institute’s book, Leadership Legacies: Lessons Learned from Ten Real Estate Legends. Mr. Siegel was honored with Commercial Property News’ Lifetime Achievement Award and named by Crain’s as one of the 100 Most Influential Business Leaders in New York City. Prior to the merger with CBRE, as Chairman and CEO of Insignia/ESG, Mr. Siegel was largely responsible for masterminding the global expansion of the firm, nationwide as well as throughout Europe, Japan, Hong Kong, China, Thailand and Latin America. In that role, he also managed a group that completed approximately $2 billion in co-investments in a wide range of U.S. office, residential, hotel and retail real estate portfolios. Throughout his distinguished career, Mr. Siegel has arranged transactions for some of the nation’s most prominent corporate clients, among them, J.P. Morgan Chase & Co.; Sidley Austin Brown & Wood LLP; Fried Frank Harris Shriver & Jacobson LLP; Amerada Hess Corp.; Sanford C. Bernstein & Co.; Swiss Reinsurance; MetLife; Cerberus Capital Management; and Akin, Gump, Strauss, Hauer & Feld LLP.
Lisa Manuele is a broadly focused CEO/Operating Executive who has demonstrated comprehensive leadership in global marketing and business development in financial services and technology. Lisa recently served as Partner and the Chief Operating Officer of Sire Management Corporation, a Long/Short Equity Fund of Hedge Funds. She currently serves as an Advisory Board member of Divine Capital Markets. Her previous positions included: President and CEO of Inalytics, North America; CEO of BNY ESI International, London; Global Division Head & Managing Director of BNY ESI’s Transition Management Group; both BNY companies. She is the Founder of GENA Inc. a global trading and clearing platform and co-Founder of GTMS a financial software development company. In 2000, Ms. Manuele joined The Bank of New York – BNY ESI as CEO of BNY International and Global Division Head of Transition Management, upon the acquisition of her global trading and technology firms, GENA, Inc. and GTMS, LLC. She has enjoyed two successful corporate exits of businesses she has founded. Prior to the formation of GENA Inc., she held the position of Executive Vice President of Execution Services Inc. (ESI), a subsidiary of Morgan Stanley & Co. Inc. Her responsibilities centered on international business development, trading, clearing and operations. Ms. Manuele is a former Board Member and Director of Global Execution Technologies Ltd, Bermuda, G-Trade Ltd; Bermuda; BNY Securities Limited, London; BNY Capital Markets Limited, London, and Global Execution Network Associates, Inc., New York. She also served as a Founding Director of Capital for Good, a 501c3 dedicated to humanitarian causes and currently serves as a Director of the 501c3, VCG — Volunteer Corporate Governance.
Catherine Levene is the co-Founder and CEO of Artspace (www.artspace.com), the premier online marketplace for contemporary art. As a digital media innovator and entrepreneur with over fifteen years experience building successful online media companies, she is responsible for the joint vision of Artspace as well as the overall day-to-day management of the company. Prior to Artspace, Catherine was the Chief Operating Officer and General Manager of DailyCandy, the popular daily e-mail and website targeted to women that focuses on the latest trends in fashion, food and culture which was sold to Comcast in 2009. Since 1995 Catherine has been involved in Internet companies from big to small. She was part of the executive team at start-up — shopping search engine, TheFind.com, where she served as Senior Vice President of Product and General Manager of content and distribution. In addition, Catherine spent over seven years on the executive team at New York Times Digital (NYTD), building the online properties of the New York Times Company, including nytimes.com. There, she held the position of Vice President, Product, Business Development and Strategy and as well as positions in marketing in her early days at the company. Catherine currently advises early stage Internet companies in media and commerce, sits on the boards of TheFind.com and is an advisor to LearnVest.com and Rent the Runway. Catherine received a BA in history from the University of Pennsylvania and, concurrently, a BS in economics from the Wharton School of Business in 1992. She earned her MBA from Harvard Business School in 1996.
Bill Kurtz, Bloom Energy Chief Financial Officer and Chief Commercial Officer Bill has accumulated 35 years of total experience and has served primarily as a COO/CCO & CFO for fast growth public and private companies headquartered in the Silicon Valley for the past 16 years and spent the first 19 years of his career on the east coast, primarily with AT&T and PriceWaterhouse. Bill joined Bloom Energy in March 2008, as its Chief Commercial & Financial Officer, responsible for managing Bloom’s commercial contracts and relationships with customers and key suppliers, business development activities, international operations and the day to day operational leadership of finance, investor relations, accounting, legal and facilities departments. In addition, Bill operates as the President of Bloom’s Power Purchase Agreement subsidiary, known as Clean Technologies Inc. Bill started his career in 1979 as a CPA with Brout & Company in NYC and then joined PriceWaterhouse (now PriceWaterhouseCoopers, LLC) in 1981. Bill joined AT&T in 1983 and spent the next 15 years on a development path to become the CFO of AT&T. He held several high profile positions including AT&T Cost Czar, where he was responsible for AT&T’s world-wide cost reduction program, VP and Financial Officer of AT&T’s $25B Business Markets Division, Managing Director of an AT&T business unit in Japan, and was a member of the team that led the negotiations for the $15B acquisition of McCaw Cellular. Bill left AT&T in 1998 and moved to the Silicon Valley, and has since operated primarily as either CFO, Chief Commercial Officer & CFO or Chief Operating Officer & CFO of several fast growth start-ups, including Scient Corporation, 3PARdata and now more recently Bloom Energy Corporation. Prior to joining Bloom, Kurtz operated as CFO at Novellus Systems, Inc., a $2B global semiconductor equipment company, where he led the company’s focus on improving its profitability and cash flow. Bill’s Board experience includes serving as a director and chair of the audit committee at Redback Networks from 1999 to 2007, and at PMC-Sierra Inc. since 2003. Bill has also served on the boards of several private companies (OnStor and Aurasound). Bill currently also serves on the Executive Advisory Committee at Rider University’s Business School. Bill holds a bachelor’s degree in Commerce, with an Accounting major, from Rider University and a Master’s degree in Management Sciences from Stanford University.
Zack Exley is a long-time innovator across the fields of technology, politics, fundraising, organizing and social media. He currently leads the “organizing practice” at the global IT consultancy, ThoughtWorks. The organizing practice works with economically and politically disadvantaged groups around the world on a pro-bono basis to invent new technologies that increase their power of self-determination. Previously, Zack was the Chief Community Officer and Chief Revenue Officer at the Wikimedia Foundation, where he built a global, data-driven fundraising program that fuels Wikipedia with $50 million per year from five million donors who give in virtually every currency and major payment method in the world. Zack was one of a small group of pioneers who brought politics and advocacy campaigning online. He was MoveOn.org’s first Organizing Director, a key advisor to the Howard Dean campaign, and Director of Online Communications and Organizing on John Kerry’s 2004 presidential campaign. He ran the online campaign for Tony Blair’s 2005 re-election campaign and has advised political parties in several counties. He participated in the Obama campaign as a technology consultant with ThoughtWorks, optimizing base-layer technology systems and building tools to empower local volunteers to run their own campaign headquarters out of their living rooms. He is the founder of the New Organizing Institute (NOI), a technology and strategy training center for political and social justice campaigners. The NOI trained much of the talent that led Obama’s digital efforts in 2008 and 2009. Zack has served as a senior advisor and consultant to international NGOs including Greenpeace, Amnesty International, NRDC, The One Campaign, Global Zero, International Rescue Committee and others.
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