INVESTMENT BANKING | Joe O’Neill
Joe has led new venture development for major businesses for more than 20 years, advising on and leading successful efforts for over a dozen new enterprises. His areas of work include mobile banking, speech-to-text for mobile devices, mobile device management, broadband wireless, mobile power, mobile tracking services, online social networking, clean technology, renewable energy and other fields. Previously, Joe served as the vice president of business development for Motorola, where he was at the forefront of creating new businesses based on emerging technologies.
Joseph A. O'Neill, Sikich Investment Banking, firstname.lastname@example.org Tel: 425-837-9475 Cell:425-445-8209
Banking | John Huey:
John has been involved in the commercial banking industry for 28 years in the Puget Sound Region. His primary focus on commercial and industrial lending gives him a unique set of skills to help his customers achieve quality solutions for the growth of their businesses. John graduated from Oregon State University with a degree in International Finance and a minor in economics and brings much of this background to bear on the solutions for his clients. John has developed many long term relationships with customers and service providers and believes the network is the most important asset he can bring to a relationship. John has been with Northwest Bank since August, 2015.
BUSINESS CONSULTING | Corey Hansen
Corey Hansen is the founder of Hot100Business, an acceleration organization and service. Since 1999, he’s helped create almost $2B of new equity and co-authored a book, “Best Practices of High Performance Entrepreneurs.” A number of the Hot100 have made prestigious lists of the fastest-growing companies, such as the Inc. 500/5000, the Business Journal Hot 100 and many others. One of his most famous successes are the founders of PopCap Games, which sold for $1.3B.
Corey Hansen, MScOD, Mobile: 425.442.3785 ,Linkedin: coreyhansenhot100
FINANCIAL MANAGEMENT | Tom Broetje
Tom has more than 25 years of financial management experience. While working as a CPA, Tom saw a need for seasoned but part-time financial leadership, as businesses that could not afford a full-time CFO struggled to handle their business finances. Today, Tom manages a team of more than 50 CFO controllers and bookkeepers who work with businesses throughout the Northwest. Tom Broetje, CFO Selections, wwwcfoselections.com, email@example.com, 206.399.0102 (cell)
SALES CONSULTING | David Watts
Dave has 30 years of high-tech sales, consulting, and management success. Based on his experience, he is able to help organizations diagnose and resolve issues limiting their sales force effectiveness. Over the course of his career, he has sold well in excess of $100M in products and services across virtually every market segment. His customers have included global 200 corporations, federal agencies, state and local governments, early-stage companies, and middle-market companies.
Dave Watts, Giant Harvest Sales Consulting, www.giantharvest.com, firstname.lastname@example.org, 206-310-6344 (cell)
EXECUTIVE SEARCH | Marc Goyette:
Marc is the CEO of ROI International, a retained executive search firm that specializes in officer and chief officer level search work in high tech companies across North America. Previous to that he held senior general management, sales, finance, and operations positions including President of Phoenix Network, ranked #9 on the INC 100 “Fastest Growing Public Companies in America.” He also served on the board of seven different startup companies and two public companies. He holds a BS degree in Business Management and an MBA in Finance from San Diego State University.
Marc Goyette, ROI International, Inc. Office: 206.248.5000 Ext. 111, Mobile: 206.650.4527, email@example.com
MARKETING | John Jerome: Jerome, Bruhn & Associates
John has successfully marketed diverse companies, products and services nationally and internationally for more than 25 years. He primarily focuses on business and consumer technology clients, helping launch many companies and products for AT&T Wireless, Microsoft, UPS Online and US WEST NewVector (now Verizon).
John Jerome Jerome,Bruhn & Associates, 10425 113th Pl NE, Kirkland, WA 98033, 425-785-4900, www.jeromebruhn.com
LEGAL ADVISOR | Vincent Ricci: Anthem Law PLLC
Vin is a startup attorney who primarily works with early stage investors, entrepreneurs and founders and serves as outside general counsel for startup companies. He handles formations, founder arrangements, seed capital and angel/VC financings and has broad experience with corporate governance, securities laws and M&A transactions. Before founding Anthem Law in 2015, Vin spent over 10 years with several prominent Seattle law firms as an emerging companies attorney. Before moving to Seattle in 2002, Vin practiced at a top-tier Wall Street firm running big ticket corporate finance/capital markets deals (including IPOs) and large public and private company mergers and acquisitions.
Vin Ricci, Anthem Law PLLC, P.O. Box 1776, Mercer Island, WA 98040, Tel: 206-755-5203, Email: firstname.lastname@example.org
ANGEL FUNDING ADVISOR | Bryan Brewer: Funding Quest, LLC
Bryan is founder of Funding Quest, LLC, in Seattle WA. Bryan offers individual consulting services covering angel fundability assessment, funding strategy, executive summary review, investor pitch preparation, and entrepreneurial coaching to successfully guide startup companies through the process of raising angel investment. Bryan has also served as CEO of Business Plans Northwest since 2001, where he has helped his clients raise more than $20 million in angel funding.
Bryan Brewer, Funding Quest, email@example.com,
EMPLOYEE INSURANCE | Jeff Lindstrom: Principal, Health Insurance Team
Jeff founded Health Insurance Team to help small and mid-sized employers leverage creative and cost effective employee benefit designs usually found only in much larger organizations. The Team works in collaboration with clients to craft benefit packages that uniquely meet the needs of employees and employer rather than a “one size fits all” approach. The focus is not only on cost, but also on creating a value-rich benefit program tailored to a client’s specific needs.
Jeff Lindstrom, Brokers + Advisors, Heath, Life, Dental, Disability and Long Term Care, 206-356-1607 F: 206-319-4479
INVESTOR RELATIONS / FINANCIAL STRUCTURE | Nathan McDonald: Keiretsu Forum / Keiretsu Capital
Nathan co-founded the Northwest Region of the Keiretsu Forum angel investment network in 2005 and grew the organization to over 235 investor members in four years opening successful chapters in Seattle, Bellevue, Boise and Portland. He facilitated over $34 million in funding through March 2009 when he sold his interest to his partner. Nathan recently rejoined Keiretsu Forum and currently serves as Chairman of the NW Region. Nathan has successfully promoted over 300 privately financed high-growth companies through media and events. He is an experienced creative leader, with a natural relationship development and financial mindset.
Nathan McDonald, 206-255-8870, firstname.lastname@example.org
CPA | Rob Klee: Smith Bunday Berman Britton, P.S.
Rob Klee is an audit partner at Smith Bunday Berman Britton, P.S. (SBBB), a full service CPA firm located in Bellevue. Rob specializes in providing audits, reviews and compilations to a variety of privately held middle market clients. In addition, Rob has considerable experience providing financial consulting services in the areas of financial modeling, audit assistance, agreed upon procedures and, due diligence. Rob’s fellow partners at SBBB specialize in all aspects of income tax accounting including federal, state, local and international compliance and planning for closely held corporations and high net worth individuals.
Robb Klee, 11808 Northup Way, Bellevue, WA 98005 425) 827-8255
LITIGATION LAW | Mark Walters: Reed, Pruett, Walters
We are business lawyers and litigators. Mark began practicing law in 1995. Mark works with owners and executives of privately held businesses with a wide range of legal matters, including employment law, contracts, buying and selling businesses, intellectual property, general risk management and dispute avoidance and dispute resolution. Mark is also a litigator, which is unique for a business attorney. Mark works to offer price certainty and transparency on most transactional projects, and he regularly makes house calls to his client's place of business. Mark's highly personalized approach puts the client's interests first and is designed to allow clients to focus and work on their business and grow revenue, while he helps them manage legal risks in a practical and commonsense manner.
Mark Walters, 11120 NE 2nd St. Bellevue, WA | Direct: 425.688.7620
CTO, CEO, COO | Mark Neuhausen
Mark is an entrepreneur with 30+ years successfully launching new products and services for small-to-large companies. Comfortable and experienced with solving technical and business challenges. Mark is currently a Chief Technologist at Hewlett Packard Enterprise and available part-time to mentor and assist companies in implementing lean startup, raising investment funds, gaining customer traction, and overcoming technology challenges. He has an MBA from the Wharton School, University of Pennsylvania, and a joint Masters-Bachelors degree in Physics from the Massachusetts Institute of Technology.
Mark Neuhausen, email@example.com | Phone: 971-255-0408
SOFTWARE DEVELOPMENT | Jason Thane
Jason is the co-founder of General UI, a Seattle-based digital product innovation and development firm building applications on the most valuable platforms at the leading edge of technology. Jason works with entrepreneurs and established enterprises alike to help develop capabilities for software development and digital innovation as central to competitiveness in today's markets. Jason's experience includes digital product launches in the retail, travel, health care, automotive, and nonprofit sectors.
Jason Thane, firstname.lastname@example.org | 3417 Evanston Ave N Suite 501, Seattle, WA 98103 | Office: (206) 539-0034 Mobile: (206) 310-4674
RECRUITING | Lacey Clark: NW Recruiting Partners
Lacey is the Principal and Founder of NW Recruiting Partners, a woman-owned business specializing in providing hiring competencies at all levels within multiple, divergent industries including construction, technology, and finance. Lacey is a highly skilled and dedicated professional with 20+ years of recruiting experience. The team at NW Recruiting Partners successfully aligns with the client through a consultative and synergistic methodology blended with personal attention, resulting in long-term relationships with both clients and candidates.
Lacey Clark, NW Recruiting Partners, Mobile: 425.443.2478, email@example.com
WEALTH MANAGEMENT | Troy Niehaus: Bernstein Private Wealth Management
Troy Niehaus is a Vice President with Bernstein Private Wealth Management in the Seattle office. He advises high-net-worth individuals, families, entrepreneurs, foundations and business owners on all aspects of wealth planning, including specialty investment allocations unique to the firm that solve very specific needs for our clients.
Prior to joining Bernstein in 2017, Troy was a director at Intellectual Ventures, where he sourced and managed intellectual property investments and client relationships. Prior to that, he was a tech startup owner with nearly 20 years experience leading engagements in the business world. He is a retired US Air Force officer and former special agent where he led felony-level investigations and managed counterespionage operations.
Troy earned an MS in management from the University of Colorado at Denver and a BS in Russian area studies from the US Air Force Academy. He is a member of the Air Force Association and the USAF Academy Association of Graduates.
Troy Niehause Bernstein Private Wealth Management Cell: 425-786-4225 Email: Troy.firstname.lastname@example.org
SPEAKING COACH | Melissa Reaves: Story Fruition
Melissa Reaves is founder of Story Fruition, LLC a personal public speaking and storytelling coaching for executives to shine when pitching to investors or delivering key-notes. Her approach is to tap personal storytelling to captivate the audience and create a more magnetic speaker. Melissa has been in digital marketing sales for 20 years, and a professional actor and improviser. These skills combined help Founders deliver stories with impact when it matters most. She's a graduate of the University of Michigan and ensemble member at Unexpected Productions in Seattle.
CHIEF OPERATING OFFICER | Ron Higgs: