The following individuals have volunteered to support and advise the school as members of the Alumni Council for the 2016-2017 year. Led by Mary Sawyer MBA '05, Chair, and Joe Hines MBA '03, Vice Chair, the council meets twice each year.
Dave is the CEO and Founder of Coheezion, delivering visual analytics and decision sciences to improve health care clinical trial management. In his current role, Dave is responsible for the global strategy, product development and operations for Coheezion, growing the company from inception to initial customer adoption. Dave also leads Prana Advisors, a boutique management and strategy advisory consulting firm. In this role, Dave works closely with executive management in developing and implementing marketing, sales and operations programs and systems with a focus on revenue growth and talent alignment.
Dave's previous experience includes over 23 years experience developing and leading strategic, business development and marketing activities for global technology organizations, including senior roles at SAP, McAfee, and VeriSign. Dave also sits on the advisory board of several Silicon Valley startups, and serves on the finance and audit committee at his children's school.
Dave holds his Masters of Business Administration from Duke's Fuqua School of Business, and Bachelor of Arts from Whittier College, with an emphasis in international management and economics. He has been published in multiple industry and technical journals, and is a frequent speaker on the challenges of strategy, risk management, and corporate governance. Dave resides in Saratoga, California with his two sons, Carter and Will.
Russ Andrews is a Managing Director at Waterfall Asset Management, LLC, an alternative investment management firm based in New York. Russ has over twenty-five years of experience in financial services, and his current responsibilities include global business development.
Prior to joining Waterfall, Russ was Managing Director for Alternative Investments at Wachovia Securities. While at Wachovia, he held several senior positions including head of Structured Product Syndicate and Debt Capital Markets. He started his career at Signet Bank, where he served as Senior Vice President and was responsible for Fixed Income Trading and Syndicate.
Russ holds a Bachelors of Business Administration in Finance from the College of William and Mary and a Masters in Business Administration from the Fuqua School of Business at Duke University.
Russ and his wife reside in Charlotte, North Carolina, with their two sons. He currently serves on the Board of Trustees at the Cannon School.
Chris Bade has over 30 years of experience in leadership positions with global technology driven businesses, as well as consulting and as a US Marine. Mr. Bade currently serves as the Vice President Strategic Development, responsible for identification, evaluation and integration of acquisitions as well as partnership opportunities for the L-3 Security & Detection Systems Division (L-3 SDS). He has held several other senior positions within the division and started with the division as Vice President Worldwide Sales, Service and Business Development where he led a 300 person team serving customers in 167 countries, and opened new international markets while improving the team's win rate.
Prior to joining L-3 SDS, Mr. Bade held various positions with L-3 including President of the Electro-optic Technologies Group of four diverse businesses. He came to L-3 from Raytheon where he was President of the Commercial Infrared business that was purchased by L-3. Earlier in his career he was Vice President Strategy and Business Development for Raytheon, and held various positions with Textron, EDS/AT Kearney, Arthur D. Little, and ARCO Oil and Gas.
Mr. Bade began his career with the United States Marine Corps where he attained the rank of Captain, was a Marine Aviator and served with the infantry. He has an MBA from Duke University's Fuqua School of Business and a BS in Geology and Geophysics from Boston College. Mr. Bade also is a Chartered Financial Analyst (CFA) and holds a US Coast Guard Charter Captains License for ships under 50 Gross Tons.
Isela Bahena is a Senior Director at TIAA-CREF with over fifteen years of experience in financial services. She has spent her career underwriting debt and equity investments in an investment management role. Today, she focuses on originating, underwriting, and structuring equity and below investment-grade debt investments across the energy and infrastructure sectors. She serves on the board of two transportation investments and a power investment in Europe and the US.
Ms. Bahena's previous experience at TIAA include investment and portfolio management in the private equity fund, co-investment, mezzanine and timber assets with a focus in emerging markets. She has also invested in domestic and international private placement debt. Before joining TIAA-CREF in 2004, Ms. Bahena was responsible for public finance and general middle-market lending and underwriting at Bank of America.
Ms. Bahena holds a Bachelors of Science in Economics from the University of Illinois at Urbana-Champaign and a Masters in Business Administration from the Duke University's Fuqua School of Business. She holds two not-for-profit board seats in the education sector.
Bruce has over 25 years of experience conducting custom market research studies among both business and consumer audiences, for such clients as the National Rural Electric Cooperative Association, Buckeye Power, Touchstone Energy, Sallie Mae, the Nasdaq Stock Market, and Meals On Wheels. Research topics Bruce has tackled include customer insight/experience, voice of the consumer, Association member engagement, new product development, service line expansion, new market entry, consumer segmentation, strategic planning, brand image, educational needs assessment, and employee engagement/satisfaction. He particularly likes using research insights to help organization leaders build consensus, develop and implement strategies for organizational change. He enjoys the wide breadth of topics explored in his professional life and is happy to have found a career that matches his attention span.
In addition to the MBA from Fuqua, Bruce holds a BS in Agricultural Economics from Cornell University. He is happily married to Kathy a classmate from Cornell. They have two children, Nicole, who works for Ritz Carlton, and Stephen, a third year at the University of Virginia. They live in suburban Washington DC. In his spare time, Bruce studies Tae Kwon Do. His is also an avid fan of the UVA Men's Rowing team, Washington Capitals hockey, and Duke Basketball.
Dave Bolin is the Regulatory Affairs Manager for Arysta's North American Fungicide portfolio. In this role, he works with U.S. EPA, PMRA Canada, and other stakeholders to obtain registration for safe and efficacious crop protection products. Formerly Dave was Director of Regulatory Affairs for TyraTech, Inc. There he expanded the company's registrations from the U.S. to Canada and Europe. Prior to joining TyraTech, Dave worked 14 years for BASF in various R&D roles for the AgroScience Division. During this time he led cross-functional teams in Registration, Product Development, and Project Management. He was also a member of the BASF R&D Steering Committee with responsibilities for innovation initiatives, university relations, and recruitment/hiring of new Ph.D. chemists for the Professional Development Program. Dave completed his Ph.D. in Chemistry from The Ohio State University and a Masters of Business Administration from the Fuqua School of Business at Duke University, where he was a Fuqua Scholar. Dave and his wife, Kelly, have a son, Kevin (10), and reside in Raleigh, North Carolina.
Devon Bostock is an Assistant Vice President of Technology & Life Sciences at Comerica Bank, specializing in debt financing for venture capital and private equity backed companies. Previously, Devon was a Venture Banker at Square 1 Bank managing a portfolio of private equity and venture capital backed technology companies in the New York City metro area. Additionally, he was responsible for managing Square 1 Bank's "early-stage" banking program designed to identify and support promising startups prior to their first institutional round of capital. Prior to that, Devon was a portfolio analyst and senior analyst at Square 1 Bank and analyst at JPMorgan.
Devon graduated from Duke University with a BA and Certificate in Marketing & Management and spent four years as a member of the Men's Varsity Soccer team. In 2012, Devon received a Masters of Management Studies degree from the Fuqua School of Business. Currently, Devon is a member of Fuqua's Alumni Council and strong supporter of other Duke programs. Additionally, Devon enjoys investing in, advising and connecting early-stage companies and their CEOs/founders with people and service providers who can help fuel their growth.
Jay Butler is a Marketing Director at Red Ventures in Charlotte, NC.
Jay has been with Red Ventures since 2013 and currently leads the marketing team across RV's Insurance, Financial Services and Software partnerships. Prior to joining Red Ventures, Jay spent time in Dallas, TX and Richmond, VA with Capital One Auto Finance and Capital One U.S. Card, focusing on marketing and credit risk analytics.
Originally from Cape Cod, Massachusetts, Jay remains connected to his home community by serving on the board of the Patrick M. Butler Charitable Fund, a fund within the Cape Cod Foundation that raises money for roughly two dozen local charities, scholarships and foundations.
Jay graduated with a BA from Duke University in 2009, having majored in Public Policy and minored in Economics. In 2010, he earned a Masters in Management Studies from Duke's Fuqua School of Business. In his spare time, Jay enjoys playing any sport (currently hockey, tennis, volleyball and golf), reading, and playing guitar.
Carlos J. Canino is a Shareholder at Stearns Weaver Miller, a full-service law firm with more than 110 attorneys serving clients throughout Florida and nationwide. A member of the Florida Bar, Carlos counsels public and private companies on a variety of complex business issues and has represented businesses in litigation matters at the trial and appellate level. He has broad experience managing and resolving multi-party business disputes involving multi-disciplinary teams of lawyers and experts. Carlos has been recognized by his peers for his litigation practice in Super Lawyers, Florida Trend, and South Florida Legal Guide publications.
Carlos is a graduate of the United States Military Academy at West Point, Florida State University's College of Law, and The Fuqua School of Business. Prior to his legal career, he was an Army Captain and held a range of leadership positions across a wide array of aviation units located in the U.S. and Korea.
Carlos holds various non-profit voluntary board positions including Vice President of LSGMI Foundation, Inc., overseeing a multi-million dollar support fund established to fund free legal services to the working poor and Board Member of Dream in Green, Inc., an award-winning non-profit he co-founded in 2006 to promote energy and water cost savings in Miami area public schools.
His wife, Cristina, is the Head of Legal and Business Affairs of the Latin America division of a global television entertainment company.
Cari H. Coats is a business advisor, leadership strategist, certified executive coach and speaker. Coats is co-founder & managing partner of Accendo Leadership Advisory Group. Accendo is a leadership strategy firm offering advisory services for the full spectrum of strategic leadership development specifically focused on executive coaching, leadership strategy and high performance team development. Accendo partners are all proven C-level leaders who work with companies to accelerate and drive business performance by coaching executives and their teams.
Coats is also president of C2 Advisors, Inc., providing advisory services that leverage Coats' extensive professional network, C-suite leadership experience and knowledge of strategy, marketing, entrepreneurship, family enterprise, social innovation and the capital markets. Coats is a key advisor to CEOs of numerous high-potential, growth-oriented companies and entrepreneurial ventures, regarding growth, market strategy, leadership and access to capital.
Additionally, Coats is executive-in-residence for entrepreneurship at the nationally ranked Crummer Graduate School of Business at Rollins College in Winter Park, FL. Coats has worked broadly with financial securities and consumer products companies, sports organizations, entrepreneurial and social ventures, family-held enterprises, as well as alternative investment, venture capital, private equity and venture philanthropy funds. She is a director on the board of venVelo, an early stage venture investment firm focused on the southeastern U.S.
Coats is a frequent speaker on the topics of innovation and entrepreneurship, leadership, strategy and growth, social innovation and women's business issues. She is a member of the board of directors of Bajalia International Group, a woman-owned, fair-trade wholesale distributor of artisan goods sourced from under-developed nations across the globe; serves on the advisory council for Clean the World Global, the first Benefit corp (B-corp) in Florida, and the board of advisors for SourceCode B46, focused on K-5 STEM education. Coats is also a founding director of Water Is Life International, an outreach program in Ethiopia, and was a co-founder and managing director of SeaChange Venture Philanthropy. Additionally, Coats is a member of the governing body for Athena PowerLink Orlando, a mentoring program for high-growth, women-owned businesses, and WEVentures, a women's entrepreneurship initiative.
Coats is a graduate of the Global Executive MBA program at Duke University. She serves on the Board of Visitors and chairs the alumni council for the top-ranked Fuqua School of Business at Duke. Her undergraduate alma mater is the University of Central Florida where she received her B.A. in Communications-Radio/TV. Coats was instrumental in the development and start-up of the nationally-ranked Devos Sport Business Management graduate program at her undergraduate alma mater, served on its adjunct faculty for a four-year term and continues to serve as a guest lecturer and advisory board member. She was named the Distinguished Alumnus of the Year at UCF and served on the UCF Foundation board for more than a decade. Coats resides in Orlando, FL with her husband, Russell Coats. They have 19-year-old twin daughters, Kate and Maddie.
Blaise Coleman is currently Senior Vice President Global Finance Operations for Endo International plc, a leading Global Specialty Pharmaceutical Company. Prior to this, Blaise held a number of Finance leadership roles with AstraZeneca a Global Biopharmaceutical Company, latterly as the Chief Financial Officer of the AstraZeneca / Bristol-Myers Squibb US Diabetes Alliance. Prior to this, Blaise was the Head of Finance for the AstraZeneca Global Medicines Development organization based in Mölndal, Sweden from September 2011 to January 2013. Blaise joined AstraZeneca as Senior Director Commercial Finance for the US Cardiovascular Business in November 2007.
Blaise joined AstraZeneca from Centocor, a wholly owned subsidiary of Johnson & Johnson, where he held positions in the respective Licenses & Acquisitions and Commercial Finance organizations. Blaise's move to Centocor in early 2003 followed 7 years' experience with the global public accounting firm, PricewaterhouseCoopers LLP, latterly as a manager in the Global Pharmaceutical Assurance Practice.
Blaise is a Certified Public Accountant and obtained a Six Sigma - Process Excellence Green Belt certification while at Johnson & Johnson. He has an accounting degree from Widener University and a MBA from Duke University, The Fuqua School of Business. Blaise is married and has three children and currently resides in Malvern, PA.
Cindy has many years of valuation and strategic financial management experience. Cindy's clients include health care entities throughout the United States as well as a variety of physician practices, ambulatory surgery centers, dental practices, veterinary practices, long-term care businesses, dental practices, university and community hospitals, integrated delivery systems, medical device companies, health care technology companies, medical service providers, pharmaceutical and biotech companies, professional associations, attorneys, consultants, and managed care payers.
Cindy is nationally recognized as a distinguished thought leader and educator, and contributor to the health care valuation body of knowledge. Published in 2009, she co-edited a legal and financial reference book titled BVR's Guide to Healthcare Valuation, 2009 Edition. She serves as a technical reviewer and national faculty member for the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuation Analysts (NACVA). She served as an adjunct professor at the Duke University Fuqua School of Business and a Visiting Scholar at the Ohio State University Fisher College of Business, Department of Finance. Cindy also served as a Center Scholar in the Center for Health Outcomes, Policy, and Evaluation Studies (HOPES) at the Ohio State University School of Medicine, and was awarded a lifetime Batten Fellowship at the University of Virginia Darden Graduate School of Business.
Kraig Correll is a Private Banker at Stifel in the in the 3 Bryant Park office in New York. He joined Stifel in December of 2015 as part of an acquisition from Barclays Wealth America. Prior to Stifel he worked at Barclays since 2008 as part of the acquisition of Lehman Brothers. Prior to his Wall Street career, Kraig had a successful 17 year career at Merck & Company where he was an Associate Director of Cardiovascular Global Marketing.
Kraig holds a BS in Chemistry and Business Management from Moravian College and an MBA from the Fuqua School of Business at Duke University. He lives in Easton, Pennsylvania with his wife Kathy and their three children. Kraig coaches football and wrestling for a local youth organization.
As the Chief Financial & Administrative Officer of Turnkey Sports & Entertainment, Melissa negotiates all the licenses with service providers that drive Turnkey's technology, and creates and maintains product licensing/services agreements with Turnkey's customers. Internally, she supports the Turnkey product development team in defining product requirements, product pricing and product support strategies. In addition, she maintains the lead role in managing the company's human resources, including benefits, talent screening, hiring and performance management.
Melissa is also the co-founder of Oppidan Properties, a real estate investment and property management company. The principal areas of investment are in Philadelphia, but Melissa is looking to expand into other regions.
Before joining Turnkey, Melissa worked for seven years in Europe and the U.S. at PricewaterhouseCoopers specializing in financial services industries. Melissa holds B.S. degrees in accounting and finance from the University of Southern California. Melissa currently resides in Cherry Hill, NJ, with her husband, Adam, a fellow Duke MBA. Melissa was recently honored by the Philadelphia Business Journal as one of the recipients of the Minority Business Leader Award Class of 2015.
Edua Dickerson is a Finance Operations Process & Project Manager with Google.
Edua has been with Google since 2015 and currently manages operations for the invoicing of many of Google's Products. Prior to joining Google, Edua worked as a management consultant specializing in M&A for insurance and technology companies. She also spent over 5 years working as a financial auditor with PricewaterhouseCoopers LLP, serving fortune 500 high tech companies in the Silicon Valley.
Driven by her passion for underrepresented minorities, she helped spearhead many initiatives within Google's Finance organization for Black Finance Professionals as well as their allies and advocates.
Edua earned her M.B.A. from Duke University Fuqua School of Business and received her B.S., in Mathematics/Applied Science: Management & Accounting, from the University of California Los Angeles. Edua is active in Fuqua MBA recruiting for Google, and serves as a Coach for Management Leadership for Tomorrow Ascend Program. Edua is also an active Alumni Board member for the UCLA SF Professional Young Alumni Board focused building stronger Bruins through professional development and network, education, and community. She also holds an active CPA license for the state of California. In her spare time, Edua enjoys exploring the wineries of California, hiking, and spending time with her family and friends.
Trey Eppes is a Vice President on the JP Morgan Private Bank Financial Sponsors Group. He is responsible for providing investment, banking, wealth planning, and credit solutions to private equity firms, their principals and senior leadership. The Financial Sponsors Group currently works with over 600 private equity principals and 100 firms, overseeing approximately $75 billion in client positions.
Prior to his current role, he worked on Capitol Hill as a Projects Assistant covering economic and judiciary policy with the U.S. Senate Republican Policy Committee. Following his time in D.C., he worked as a Project Manager with Corporate DevelopMint, a consulting firm that provided strategic planning and fundraising counsel to non-profit hospitals, universities, independent schools, and both public and private foundations.
Trey earned an M.B.A. from Duke University Fuqua School of Business and received his B.A., with Honors in Political Science, from the Honors College at the College of Charleston. Trey lives in New York with his wife Caitlin Connolly Eppes (also Fuqua 2011) and their son, Charlie. Trey is a member of the Fuqua Finance Practitioners group and active in Fuqua MBA recruiting for JP Morgan. Trey is also an active volunteer and mentor with Career Gear, a non-profit that provides professional clothing, mentoring, and life-skills to help men in poverty become stronger contributors to their families and communities.
Penelope works with individuals and teams interested in resurrection, reinvention and recreation.
With formal education from Radford University (BS), Duke University (MBA), INSEAD and other institutions and credentialing organizations including the International Coaching Federation and Toastmasters International, Penelope has experience executing what she's learned internationally.
Improved and inspired individual and organizational performance is the outcome for Penelope's clients ranging from government and non-profits to individual executives and major corporations including Westinghouse, Alcatel, Cisco and IBM. The client impact of Penelope's coaching, writing and keynote speaking is the desire and will for resurrection, reinvention and recreation.
Penelope's passion is helping herself and others achieve their personal best--within and demonstrated professionally and at play.
Jason Goldberg is a Director of Protiviti's Business Performance Improvement practice where he leads the payments practice, customer experience solutions, and serves as co-lead of the fintech practice. An accomplished payments industry executive, Jason has expertise spanning consumer and commercial issuing, merchant acquiring, payment processing, and retail banking with a focus on business strategy design and optimization, customer lifecycle management, customer experience, and operational effectiveness.
Prior to Protiviti, Jason was a Senior Manager with Kurt Salmon, where he led the growth of its consumer financial services offerings in the United States. Previously, Jason served as Senior Vice President and Director of Citi Cards, where he was responsible for managing the U.S. mass market consumer portfolios.
Earlier in his career Jason held executive positions with MasterCard Worldwide, MasterCard Advisors, Citigroup, and American Express.
Jason received his B.A. in International Relations from Tufts University and his M.B.A. from the Fuqua School of Business at Duke University, where he serves on the Alumni Council. He currently resides in Chappaqua, New York with his wife and two sons. In his spare time, Jason is the Chair of the Town of New Castle (New York) Emergency Preparedness Committee, an EMT/Crew Chief with Mount Kisco Emergency Medical Services, a Basic Life Support Instructor, and an EMT with the Westchester County Medical Reserve Corps.
Don is an entrepreneur focused on the plastics industry. Since 2003 he has been responsible for the start-up and growth of Hurricane Kayaks, a premium brand of thermoformed ABS kayaks sold through specialty dealers throughout the US, Canada, Japan and Australia. He is also managing partner of a custom rotational molding and thermoforming business serving military, marine, heavy equipment, and wastewater applications.
In 2002, Don founded Blue Ridge Plastics, LLC, a plastics recycling company focused on processing difficult to recycle plastics from post-consumer and post-industrial sources. As CEO and Co-Owner Don developed and implemented the strategy and operating plan that resulted in Blue Ridge becoming a major processor of scrap plastics at 30 million lbs per year and a fixture in the industry nationally. Blue Ridge Plastics was purchased by a division of ITW in 2008.
After graduating from Fuqua in 1990, Don spent 10 years with the Cherokee group of companies based in Raleigh, NC. Cherokee provided diverse operating experiences in environmental remediation, brick manufacturing, private equity and metal finishing.
Don lives in Durham with his wife and has three children. He serves on the board of Reality Ministries, a Durham based Christian ministry to the special needs community. In addition to his MBA from Duke, Don earned a BS in Civil Engineering from Bucknell University in 1986.
John M. Healey is currently the President, Strategy & Operations for the Johnson & Johnson Consumer Europe/Middle East/Africa (EMEA) region working out of both New Brunswick, New Jersey and Zug, Switzerland. He has been with J&J for 20 years in many different roles and geographies, mostly in General Management, Marketing, Business Development, Integration Leadership, Operations, and New Ventures. He has lived and worked in Montreal, Canada; Paris, France; and Princeton, New Jersey over the past several years.
John joined J&J after graduating with an MBA from the Fuqua School of Business in 1992. He and his wife Carolyn Ryan (Fuqua MBA '91) have volunteered for many Duke and Fuqua activities over the past several years, including being President of Montreal Fuqua Club, interviewing for Duke Admissions in both Princeton and Paris, participating in the European Duke/Fuqua Alumni Leadership conferences, being a co-chair for our 5-year and 20-year Fuqua reunions, and being members of the Isle Maligne society.
John & Carolyn are currently relocating back to Princeton, New Jersey after three years in Paris, France and have two daughters (Julia, Duke class of 2016 and Helen, a freshman at Princeton Day School).
Randall R. Hernandez, A/S, B/S, MBA has 25+ years of professional operations leadership experience ranging from new business development to turnaround and continuous improvement general management. He earned his Masters of Business Administration from Duke University, Fuqua School of Business, his undergraduate Bachelors of Science from the Milwaukee School of Engineering with a management systems and operations concentration and his A/S in Mechanical Design from Moraine Park Technical College. Randy is currently an active member of the Duke University, Fuqua School of Business Alumni Council.
Randy is the Executive Vice President of Operations at Kenall Manufacturing where he's engaged in leading all aspects of operations while concurrently keeping fresh the company's ongoing operations strategy and implementation plan of the future. The current growth trajectory of Kenall requires a comprehensive capacity analysis and implementation strategy. Randy's orientation toward team involvement and collaborative leadership has all of the operation's functional leaders involved in developing the growth options and ongoing continuous improvement plans for continuous profitability and perpetual customer oriented delivery enhancements.
Most recently, Randy started VestAg LLC., incorporated in Wisconsin, for agricultural and other business investment. The business is primarily chartered with coordinating and directly financing distressed family farms.
He has also recently become a member of the Board of Directors at The Kenosha Area Business Alliance (KABA-a leading business organization for driving economic development throughout Kenosha County for ensuring growth, a robust economy, and a positive business climate for the area).
He comes from an extremely diverse general management and operational background; starting with the Brunswick Corporation ($5B), where he was most recognized for the creation of the operations component of a newly started $250M watercraft business unit (Mercury Performance Craft). He then moved to OMC (Outboard Marine Corporation-$1.5B) where he led the turnaround of the North Carolina engine manufacturing operation before jointly developing its corporate divestiture plan. He moved on to successive leadership roles starting with Elkay Southern Corporation (division of $800M Oakbrook, IL company), where he also served on the Board of Directors at COMtech (Carolina Commerce and Technically Develop Center-an organization charter with developing pre-approved industrial park properties slated for attracting and locating industrial businesses and educational centers), and served as its chair of the industrial committee. He moved to Schutt Sports in Illinois as its Vice President of Operations then to Con-Tech Lighting Company in Northbrook, IL before joining Kenall as its Executive Vice President of Operations in January, 2012.
Randall R. Hernandez, A/S, B/S, MBA has 25+ years of professional operations leadership experience ranging from new business development to turnaround and continuous improvement general management. He earned his Masters of Business Administration from Duke University, Fuqua School of Business, his undergraduate Bachelors of Science from the Milwaukee School of Engineering with a management systems and operations concentration and his A/S in Mechanical Design from Moraine Park Technical College. Randy is currently an active member of the Duke University, Fuqua School of Business Alumni Council.
Vice Chair, Alumni Council
Joe is currently a Partner and Principal in Charge of the Economic Development Practice at Timmons Group Consulting Engineering firm. Since taking over in 2007, the Economic Development practice has helped clients land over $1 billion in announced investment and create over 2,500 jobs. Clients and sample projects include the Rolls-Royce manufacturing facility, Amazon.com Fulfillment Centers and The Vitamin Shoppe worldwide distribution center among others. These projects have garnered national and international attention and won several awards including 2008 Gold Award project of the year by Business Facilities Magazine (Rolls-Royce) and 2012 Greater Richmond Area Commercial Real Estate project of the year (Amazon.com).
Joe is a summa cum laude graduate of NC State University with a degree in Civil Engineering and is a registered Professional Engineer in multiple states. He routinely speaks to local, regional and state organizations on the importance of being "Prospect Ready" from an infrastructure and economic development perspective. As a practice leader, he leads teams of seasoned engineers, planners and environmental professionals to recruit, plan for and implement large complex municipal and site development projects to meet the needs of these national and international companies as they are relocating or expanding facilities.
Steve Holley is Senior Vice President with Altamont Capital Partners (ACP). He focuses on strategic acquisitions and accelerating operational growth in ACP's Renegade action sports portfolio.
Steve has spent his career building high-performance teams that drive connections between brands and consumers. Prior to joining ACP, he served as Vice President of Business Intelligence and Innovation for Mattel.
Prior to Mattel, he held roles in Global Business Development and Corporate Strategy at Oakley. His responsibilities included Customer Relationship Marketing (CRM), customer loyalty strategy, online portal called omatter.com, and all branded sales development programs-in addition to shopper insights, data intelligence, and other strategic growth initiatives for the company.
Before joining Oakley, Mr. Holley worked in retail strategy consulting with Kurt Salmon Associates' (KSA) strategy and private equity practices. At KSA, his focus was Private Equity due diligence and helping consumer products, retail, and omnichannel brands develop consumer-focused growth strategies.
Mr. Holley has an M.B.A. from Duke University's Fuqua School of Business and a Bachelor of Arts from the school of Architecture and Environmental Design at Cal Poly, San Luis Obispo.
Jim Karrh is a consultant, writer and speaker specializing in marketing and sales effectiveness, improving customer conversations for better acquisition, retention and loyalty. He serves clients directly through Karrh & Associates and is also a consulting principal with DSG, a sales-enablement firm. For more than a decade Jim has been a regular columnist for Arkansas Business and a guest columnist for many other publications; he published his first book, a collection of his most popular columns, in 2011.
Jim began full-time consulting work in 2009. His prior experience includes work as a small-business owner, consumer researcher and tenured university professor, agency executive and corporate chief marketing officer. As a CMO Jim transformed the marketing efforts of a 133-year-old company and built an integrated program judged best in the global bottled-water industry.
In addition to the Duke MBA Jim earned a BS in finance and Ph.D. in mass communication, both from the University of Florida. He resides in Little Rock, Arkansas with his wife Alison and their three sons.
As Divisional Vice President for Wendy's Restaurants in the Southeast, Mr. Kollias supervises the operations of 800 franchise restaurants in 8 states. His support team of 20 plus professionals insure that marketing, training, operations, development, construction, financial and human functions facilitate the franchisees in Wendy's brand execution and growth.
Mr. Kollias has more than 25 years' experience of varied and progressive growth in finance and operations in the restaurant industry. Most recently he served as Executive Vice President of International Operations for Texas and Church's Chicken. In this role he lead a team of 20 professionals around the world to supervise marketing, development, operations and supply chain in 500 restaurants in 27 countries.
Prior to joining Church's, Mr. Kollias held various management positions at Planet Hollywood, Applebee's, Hard Rock Café and Dairy Queen brands in the areas of Operations, M&A, Finance, Planning and Purchasing.
Mr. Kollias received his bachelor's degree from Cornell University and his master's degree in business administration from the Fuqua School of Business at Duke University. Currently residing in Marietta, GA, he is President of the American Hellenic Educational Progressive Association #519, a finance committee member of Holy Transfiguration Greek Orthodox Church and actively participates in multiple tennis leagues in Atlanta. He has been married to Margaret for twenty-two years and has two boys, Tommy and Kris. One is a sophomore at the University of Florida and the other is a Junior in high school.
Brian Lange is a Director of Strategy & Innovation at the VF Corporation, based in Greensboro, North Carolina. He is a member of Demand Creation Strategy team, reporting to SVP of Strategy and Innovation, with responsibility for delivering superior marketing demand creation and brand equity building capabilities. His focus areas include Focus areas include brand strategy, brand activation, and brand investment, with a specific focus on delivering step-change improvement in MROI practice across global enterprise. Some of the marketed brands at VF include -- The North Face, Timberland, Vans, Nautica, Wrangler, Lee, and many others. Prior to joining VF, Brian has worked in a series of roles of increased responsibility at Advance Auto Parts, GlaxoSmithKline and Johnson & Johnson. Before enrolling at Fuqua, he spent several years working within the Health Care Consulting practice at PriceWaterhouseCoopers.
He holds a BA in Economics and Foreign Affairs from the University of Virginia and received his MBA from the daytime program at the Fuqua School of Business at Duke University. He is happily married to his college sweetheart, Stacey, and they have three children-Carter, Campbell, and Colby. The family has recently added a new four-legged member to the family, a Goldendoodle named Hogan. While it may raise the ire of some of his fellow alums, Brian and his family happily reside in Chapel Hill.
Garrett serves as the Standards Manager for the Surface Wellhead business line within FMC Technologies, a global oil and gas service and equipment company. Within this role, Garrett leads a team responsible for developing, implementing and driving standardized business processes across US, Canadian and Latin American field and base operations.
Prior to moving into his new role in June 2015, Garrett served as the Sales & Marketing Business Analyst where he focused on product strategy and oil and gas market analysis. In addition, he served as the program manager on a major effort to restructure the operating model and physical footprint across the US Surface Wellhead organization. Garrett originally joined FMC Technologies in 2008 as an engineer within the Global Surface Product Line where he supported multiple valve and actuator design projects as well as the early development of Enabling Technologies which focused on smart-well instrumentation and monitoring.
Garrett is a graduate of Texas A&M University with a degree in Aerospace Engineering. In addition, he earned his MBA from Duke University's Cross Continent Program where he graduated with the honorary distinction of Fuqua Scholar. He and his wife, Leigh-Ann, reside in Houston, Texas. Garrett enjoys spending time at his ranch in the Texas Hill Country as well as travelling across the US and abroad.
Phillip Lew is a seasoned executive with 20 years of experience leading teams to build and launch products at technology start-ups as well as at Fortune 500 companies. He is currently the Vice President of Business Operations for the Cloud Systems and Electronic Solutions Group at Seagate. In this role, Phillip oversees a globally-distributed team with operational responsibilities for Seagate's growth initiatives in cloud.
Phillip resides in the San Francisco Bay Area. He enjoys spending time with his family, including his two young daughters (ages 5 & 7). He graduated from the University of California at Davis with a Bachelor of Science in Electrical Engineering and from the Fuqua School of Business with a Master of Business Administration.
Maggie Miller has worked in consumer marketing and consulting since graduating from Fuqua. She held positions of increasing responsibility with leading CPG companies including P&G, Unilever, Georgia-Pacific, and Avon, before returning to school in 2003 for a Master of Science in Marketing degree, focusing on brand strategy and consumer understanding. Following that, she was Vice President of Marketing for Symrise, a leading global fragrance development house in New York, and then became Executive-in-Residence in Marketing at Elon University in North Carolina in 2007. She taught graduate and undergraduate marketing classes while launching her consulting business, Marketing Scout, and then chose to focus on her business full-time in 2011. In 2013, Maggie joined KPMG management consulting, where she specialized in marketing excellence, strategy, and transformation in consumer markets. In 2015 she decided to return to independent consulting under the name Marketing Driver Solutions. Maggie lives in Atlanta, GA with her beagle, Scout, where she remains devoted to the Blue Devils and tries to find time to play golf!
Susan Nolan is Corporate Senior VP/Human Resources for Fifth Third Bank where she is one of the 300 member leadership team which manages 22,000 employees. She is Chief Human Resources Officer for the bank in Georgia and is a member of the leadership team reporting to the Georgia President. This team develops and implements the strategy to achieve the ambitious growth goals in Georgia. In addition Susan is a member of corporate wide teams focused on leadership development and employee engagement.
Susan has a unique combination of strategy, management, operations, customer service and human resources experience with Fortune 500 companies.
Prior to joining Fifth Third, she was VP/Human Resources with SunTrust Bank at their headquarters. There she was a strategic partner with corporate senior executives/ business unit heads and their leadership teams. In that role she served as both a strategy consultant—organizational design, business definition, modeling, business processes—and human resources business partner talent management, succession planning, career pathing for high potential executives. One retention initiative she led resulted in a 20 point reduction in turnover (from 55% to 35%) in one year in the bank's six call centers.
During her long career with Delta Air Lines, she served in a variety of management, operations, customer service and human resources roles. In one of those roles she managed 13 direct reports responsible for 3,000 employees. In another role Susan was responsible for company-wide communications for the customer service technology project that set the stage for airport kiosks worldwide. On 9/11/2001, as a member of the leadership team of Air Logistics she and her fellow executives spearheaded a crisis management effort, leading front line employees to clear out a mammoth warehouse of thousands of pounds of freight in an hour. Immediately prior to joining SunTrust, Susan was Delta's Corporate Manager of Talent Management, responsible for aligning all corporate talent management programs, strategies and deliverables to business strategy with oversight for 60,000 employees.
Susan is a graduate of North Georgia University with a B.S. in Marketing. She graduated from the Fuqua School's Advanced Management Program in 2008. She has her SPHR certification [Senior Professional in Human Resources] from the Society for Human Resource Management.
Susan resides in Atlanta, Georgia with her husband, Harry, also a graduate of Duke where he was an Angier B. Duke Scholar. He is head of a management consulting firm he founded in 1982. Also a big Duke basketball fan! Susan and Harry created the Duke Chapel Nolan Endowment which supports domestic Christian mission projects of Duke students.
Cary Nordan is a Managing Director and Investment Committee member at Triangle Capital Corporation. Triangle, a NYSE-listed specialty finance company, provides debt and equity capital to companies between $20MM and $300MM in annual revenue. He is responsible for all aspects of transaction sourcing, structuring, underwriting and deal execution. In addition, Mr. Nordan is responsible for various aspects of valuation and portfolio management.
Prior to joining Triangle, Mr. Nordan was a Vice President with BB&T Asset Management (BB&T Funds), a subsidiary of BB&T Corp, the 12th largest bank by assets. He was responsible for leading an investment team that managed over $1B of capital specifically focused on investing in small-cap public equities. Preceding his employment with BB&T Asset Management, he worked in corporate finance with Stanford Keene, Inc., an investment bank specializing in the technology industry, and Nuance Capital Group, LLC, an advisory firm to private companies. Mr. Nordan began his career as an Analyst and Associate in the corporate finance group of Trident Securities, a subsidiary of McDonald Investments. Trident specialized in investment banking and advisory services to middle-market financial institutions throughout the United States.
Mr. Nordan has over 20 years of experience investing in private and public equity securities as well as general corporate finance including IPO, M&A, senior and subordinated debt placements, recapitalizations, and restructuring transactions. Mr. Nordan graduated, summa cum laude, from Appalachian State University in 1997 with a BSBA degree (finance, banking and accounting). He received an MBA from the Fuqua School of Business at Duke University and is a CFA charterholder. He resides in Raleigh, North Carolina with his wife and three children.
Leah is a financial advisor with Raymond James in Chapel Hill, NC and has been managing investment portfolios for high net worth individuals and institutional investors for over 25 years. Eleven years ago Leah left institutional portfolio management to follow her vision of helping individuals and families create financial well-being through the integration of investment management and financial planning. Prior to 2003, Leah managed multi-billion dollar fixed income portfolios for STW Fixed Income Management in Bermuda, Jefferson Pilot Life Insurance Company (NC) and the North Carolina Municipal Bond Agencies (ElectriCities).
Leah is a CFA Charterholder. She received her MBA from Duke University's Fuqua School of Business in 1988 where she graduated as a Fuqua Scholar. Her Bachelor of Arts degree is from Kenyon College in Gambier, Ohio.
Leah's community involvement reflects her passion for empowering women and youth to better their lives through education and self-sufficiency programs. She currently holds board and finance committee positions with the Durham Technical Community College Foundation, Compass Center for Women & Families, and the Eno River Fellowship Foundation.
Wendy Perrow is the CEO of AsclepiX Therapeutics and is responsible for managing the Company's business, clinical, financial, licensing, and corporate development efforts. AsclepiX is focusing on ophthalmology, oncology, and other angiogenesis- and lymphangiogenesis-dependent diseases. Ms. Perrow previously served as CEO of Alba Therapeutics Corporation.
Under her leadership, Alba Therapeutics completed a licensing agreement with Innovate Biopharmaceuticals, Inc. on February 29, 2016. The company conducted seven clinical trials in patients with Celiac Disease, completed the largest Phase IIb clinical trial in patients with celiac disease and validated the 1st Celiac Disease Patient Reported Outcome (CeD PRO) with the lead compound Larazotide Acetate.
Prior to joining Alba, Ms. Perrow held senior executive marketing positions with private and public pharmaceutical companies. From 2004 to 2007, she was Vice President of Marketing for Sigma-Tau Pharmaceuticals, Inc., a company focused on creating novel therapies for the unmet needs of patients with Rare and Orphan Diseases. From 1989 to 2003, Ms. Perrow was at Merck and Co., Inc. in Global markets including Europe, Asia, and Latin America and U.S. marketing for Anti-Hypertensives, Vaccines, Cholesterol, and GI. At Merck, she held positions in marketing, marketing promotion, international business research analysis, training, and sales. Ms. Perrow began her career in a division of Johnson & Johnson. A skilled marketer and business leader, she has led U.S. and Global initiatives for leading products Zocor®, Vasotec®, Varivax®, Cozaar® and Hyzaar® that have significantly increased brand awareness and has launched medicines for unmet medical needs.
Wendy received her MBA in International finance and marketing from The Fuqua School of Business at Duke University and received her bachelor's degree from Eastern Illinois University. She is a member of the Duke Fuqua School of Business Alumni Board, Maryland Life Sciences Advisory Board, Maryland TEDCO Review Board, Women In Bio, the Healthcare Women's Business Association, and was a board member for the KIPP School of Baltimore.
A Crossfit enthusiast, five-time Tough Mudder participant, and Shodan (black belt) in Shotokan Karate, Zeb is the President and CEO of Swiss Krono, USA, one of the largest laminate flooring manufacturers in the world. In addition to his "for profit" work, Zeb serves on the Board of Directors for the Harvard Club of Indiana, the Nicholas H. Noyes, Jr. Memorial Foundation (which donates approximately $2 million annually to nonprofit organizations throughout Indiana), and Mavuno (focusing on economic development in the Democratic Republic of Congo). Prior to receiving his Cross Continent MBA in 2011, he was involved in multiple real estate ventures, including work at Habitat for Humanity of Sarasota, Florida, eventually serving two terms as the Chairman of the Board. In addition to his MBA, Zeb holds a master's degree in Public Policy from the John F. Kennedy School of Government at Harvard University and a bachelor's degree from the University of Florida. Passionate about global culture, he has participated in the Semester at Sea program on three occasions (Fall 2000, Summer 2003, Fall 2009)…and is always looking for an opportunity to return! Zeb has an amazing wife, Barbara, two daughters, Scarlette and Juliette, and an English Bulldog named Rosco P. Coletrain.
Laurinda has leveraged her expertise in Customer Relationship Management, Strategy, and Marketing across a wide range of industries. For more than 10 years, she has led product launches, designed brand exit strategies, and delivered profitable growth to leading Fortune 100 Companies such as Walmart, American Express, and Procter & Gamble. Driven by her love of consumer psychology, her passion lies in leveraging consumer insights and business analytics to develop and enhance processes, products, and marketing campaigns to win the hearts, minds, and wallets of valuable customers.
Currently, she leads the consumer portfolio of Sam's Club in Walmart, Inc as the Senior Director of Savings Membership & Marketing. She leads the team developing marketing strategy, programs, and capabilities to engage the families and consumers who shop Sam's Club for their household and entertaining needs. With a keen eye on growing the member base and sales, her team contributes to growing the multi-billion dollar business and is accountable for a significant portion of profit. In addition to her day-to-day responsibilities, she is a passionate mentor in and out of the office consulting with non-profit organizations like Jumpstart Advisory Group, including serving on the launch team for their Brand Forum and her family's nonprofit (Rainey Parenting Foundation).
With her passion for education and community service, she partnered with a few of her 15 siblings to establish the Rainey Parenting Foundation in honor of the legacy of her deceased parents representing the impact that they made on their rural community, local churches, and their large family during their 50 years of marriage. She currently serves as the Executive Director for the organization which exists to support nonprofits that help children from rural areas reach for their dreams. Receiving both of her degrees from Duke, she graduated from Trinity College of Liberal Arts and Science with a B.A. in Psychology and a Certificate in Markets & Management Studies (MMS). As a student, she served on the Steering Committee with professors and Duke Administration in the early years to establish the undergraduate MMS program. When she returned as an MBA student to Fuqua, she served as a Center of Leadership & Ethics Fellow, Admissions Fellow, and a student leader across many organizations.
Charlie Riceman is a Partner at Varagon Capital Partners, a New York based credit asset manager focused on direct lending to private equity owned middle-market companies, where he heads up the firm's origination effort. Charlie has over 20 years of leveraged lending experience across a variety of industries. He has spent his career originating, structuring, underwriting and executing transactions in support of middle market private equity clients. Prior to joining Varagon, he was Managing Director at Golub Capital. Previously, Charlie served in various investment roles at multiple firms. He also helped implement an inventory control system at Boeing Defense & Space Group, Helicopters Division.
In addition to an MBA from The Fuqua School of Business at Duke University, Charlie earned a Bachelor of Science in Business Administration with a concentration in Operations Management from Villanova University in 1991. He also serves on the Advisory Council of Villanova University's Center for Global Leadership. Charlie resides in Garden City, NY with his wife and four children.
Tom Rogers has been with Citi for eleven years and is currently Head of Fixed Income Investor Relations. In his current role, Tom is responsible for all communications with Citigroup's fixed income investors. Prior to this, Tom spent three years in Financial Planning & Analysis focused on the Institutional Clients Group.
Prior to joining FP&A, Tom spent three years in Citi's Financial Institutions Investment Banking group where he executed a number of advisory and financing transactions for key clients. Prior to that, he spent four years in the Global Securitized Products group where he executed public and private structured finance transactions across a number of asset classes. Tom began his career with Citi as part of the Summer Associate Sales and Trading Program while pursuing his MBA. Prior to joining Citi, Tom was an analyst and associate in JP Morgan's Diversified Industries Investment Banking group where he focusing on financing and advisory transactions for consumer and industrial companies.
Tom holds an MBA from the Fuqua School of Business at Duke University and a BBA in Finance from the University of Notre Dame. He resides in New York City with his wife Marguerite (Trinity '06) and their son James.
Jonathan Rosenzweig is a Managing Director and Head of Americas Equity Research at Citi. In this role, he has been responsible for our Equity Research product in North America and Latin America for the last 8 years. Prior to his current position, Jonathan served as a Deputy Director and Associate Director of US Research for 5 years. From 1993 to 2002, Jonathan was a Senior Analyst covering the Imaging sector within Citi Research. He earned a top 2 ranking from Institutional Investor Magazine for the sector each year from 1998 to 2002. Prior to Citi, Jonathan worked as a Financial Analyst at Duke University Management Company. Jonathan earned his Bachelor of Arts degree from Duke University in 1990 and his Master of Business Administration degree from the Fuqua School of Business at Duke in 1993.
Andrew Rutter is a partner at Park Loop Investment Management, a private investment partnership based in Alexandria, VA. Park Loop invests in buyout, real estate, and special situation opportunities. Prior to co-founding Park Loop, Andrew was a vice president at Goldman Sachs in the investment banking division. While at Goldman Sachs, Andrew worked in the Financial Institutions Group on M&A, equity and debt capital raises, structured capital, and risk management transactions. Andrew also previously worked at Towers Perrin in the Retirement Group where he helped design and value pension and post-retirement welfare plans.
Andrew received a BA in Mathematics and Classical Studies from the University of Pennsylvania and an MBA from the Duke University Fuqua School of Business, where he was a Fuqua Scholar and recipient of the Breeden Award in Finance.
Chair, Alumni Council
Mary Sawyer is a Senior Manager with Deloitte Consulting LLP based out of Atlanta, Georgia. Mary has 15 years of consulting experience bringing technology solutions to her clients to solve their business problems. She spent over 10 years working with state government clients doing business process improvement, technology strategy, and systems implementation projects. Now, Mary is working with her firm's leadership to create individual technology strategies for each of Deloitte's lines of business. Mary leads Deloitte's Technology recruiting efforts at Fuqua, where she is responsible for the branding of Deloitte's Technology practice on campus, as well as identifying, interviewing, and closing candidates for Summer Associate and full-time positions. At Deloitte, she serves as the Dean for the Technology advanced degree program, which involves leading the onboarding and ongoing development for those who joined the firm after receiving their MBA. Mary is a proud leader within Deloitte Women's Initiative (WIN) and has participated in many Fuqua panels and forums promoting women and minorities in business. Mary's true passion is providing career counseling in both formal and informal roles within and outside of Deloitte. Mary regularly speaks at professional women and "emerging leader" conferences about career advancement inside and outside of Deloitte.
Mary graduated from Boston College with a BA in Computer Science, and has her MBA from the Fuqua School of Business at Duke University. She lives in Durham and has enjoyed watching the city grow into a foodie town with a lot of personality over the last 10+ years. She enjoys spending quality time with her young daughter doing whatever she is into at the moment.
Rob Schrepfer currently serves as V.P. of Business Development and Contract Manufacturing at ANI Pharmaceuticals (Nasdaq: ANIP), where he is responsible for managing new product development, acquisitions, in-licensing and contract manufacturing. Prior to joining the executive management team at ANI, Rob was a Director at the company for four years, where he served as Chair of the Nominating and Corporate Governance Committee while also serving on the Audit and Compensation Committees. Prior to ANI Mr. Schrepfer served as Assistant Portfolio Manager at Healthcare Value Capital, LLC, a private investment firm where he oversaw public and private investments in pharmaceuticals, medical devices and healthcare services from 2005 to 2013.
In 2011, Mr. Schrepfer co-founded National Healthcare Analysis Group, LLC, which provides healthcare fraud consulting and due diligence as well as analytics and forensic services to businesses, professionals, and investment firms. Mr. Schrepfer is also co-founder of Chesapeake Therapeutics, LLC a pharmaceutical company focused on commercializing orphan drugs that require unique formulation expertise. Previously he was an equity research analyst at Bear, Stearns & Co. Inc. covering the major, specialty and generic pharmaceutical industries and he also spent five years as Clinical Director and Director of Outcomes and Research at the Centers for Aquatic Rehabilitation.
Rob frequently advises start-up healthcare companies and hedge funds, focusing his efforts on capital raising/funding, strategy and finance. A frequent healthcare finance and venture capital panelist, he has authored numerous medical articles including three peer-reviewed research papers and a chapter in a leading therapeutic exercise text. He has served as a founding member of Fuqua's Healthcare Alumni Advisory Board, Adjunct Professor at the University of Medicine and Dentistry of New Jersey (UMDNJ) and guest lecturer at the Duke University School of Medicine and the Fuqua School of Business. Mr. Schrepfer received an M.B.A. in Finance and Health Sector Management from Duke University and an M.S. in Physical Therapy from the University of Indianapolis.
Rob and his wife, Coleen, a pediatric psychiatrist, live outside Baltimore, Maryland with their three children.
Tate Scott is the president and CEO of KFx Medical Corporation, a manufacturer and distributor of Orthopedic implants focused on Sports Medicine and soft tissue fixation. Tate's work in the medical industry began immediately after graduation from then Duke University Graduate School of Business Administration in '78 at multinational American Hospital Supply. He is on numerous boards including Scott Laboratories a hospital/clinic and device incubator in Lubbock, Texas and has focused on both start-ups as well as the purchase of companies and technologies from positions at AHS and JNJ. His experiences include CEO of a public company (Luther Medical Products), the management of complex transactions and patent litigation (his company, KFx, was awarded one of the top 100 awards in patent litigation for 2013), along with the introduction of products ranging from electronic capital equipment to high volume disposables across global markets. He has obtained multiple investor liquidity events through M&A exits having raised from venture markets the funds to start, grow, and provide those liquidity events.
Tate holds an AB in Psychology from Duke University and a MBA from Fuqua. Tate is happily married to Jeanette and has one son (Colin T'14)—an op/ed columist for the Chronicle and in the process of completing his senior year and transitioning to Law School. Tate grew up in Durham through four grade and has many family members in the Triangle area; Previously he served on the alumni council in the early 90's. Tate and Jeanette reside in San Diego and on planes.
Squire J. Servance is an Associate in the Intellectual Property group at Morgan, Lewis & Bockius LLP, a Philadelphia-based global law firm. Squire counsels clients on matters including patent preparation and prosecution, IP transactions, and litigation. He represents clients from a variety of high-tech industries, including telecommunications, financial services, biotechnology, pharmaceutical, chemistry, medical devices, and food sciences.
Before joining Morgan Lewis, Squire clerked for Judge Jerome A. Holmes of the US Court of Appeals for the Tenth Circuit. Squire received his J.D. from Duke University School of Law in 2008, where he was an articles editor for the Duke Journal of Gender Law and Policy and staff editor for the Duke Journal of Constitutional Law and Public Policy. He received his M.B.A. with a concentration in corporate finance and a Certificate in Health Sector Management from Duke University, Fuqua School of Business in 2008. He received his B.S., with honors, with a double major in biomedical engineering and cell biology and neuroscience from Rutgers University, School of Engineering in 2004. Outside of work, Squire serves on the boards of Camden County Habitat for Humanity, Duke Law Alumni Association, and Rutgers University Alumni Association.
Naomi joined the Private Wealth Management group of Goldman Sachs in 1992. She and her team specialize in advising high net worth families, entrepreneurs, privately held business owners and foundations on holistic wealth planning. Before joining her current team, she was a member of a group which covered individuals as well as major financial institutional investors in the Mid-Atlantic area. Prior to Goldman Sachs, Naomi was a Financial Analyst in the Investment Banking Group of Merrill Lynch & Co. Naomi received her BA in Economics from the George Washington University and a Masters of Business Administration from the Fuqua School of Business at Duke University. She is active in recruiting at Fuqua on behalf of Goldman Sachs. Additionally, she has been very involved with the Duke Philadelphia Women's Chapter. Naomi also spends a lot of time volunteering with the Children's Hospital of Philadelphia. Naomi and her husband, Adam Shapiro (Fuqua 1992) live in the Philadelphia area and have three daughters.
Michael Sherman is a Partner and Managing Director with The Boston Consulting Group in Dallas, Texas. Since joining BCG, Michael has worked with many of the world's leading technology and telecommunication c-suite executives on improving business and operational strategy. Michael is considered an expert in network telecommunications and enterprise software; he has published leading strategies on improving operational efficiency and effectiveness. Michael serves as the lead Partner for BCG's South System's Technology, Media and Telecommunications Practice. In addition to Michael's client service role, Michael is also BCG's Ethnic Diversity and Inclusion Partner - responsible for the recruitment and retention of African Americans and Hispanics.
Furthermore, Michael serves on several boards and non-profit councils. Michael is currently an active board member for the Thurgood Marshall College Fund. Michael is on the business advisory council for the district 11 Federal Reserve Bank. Michael is an active member of the Executive Leadership Council. In 2016, Michael was recognized by Savoy Magazine as one of the Top 100 Most Influential Blacks in Corporate America. Also in 2016, Michael was recognized by the Financial Times and UPStanding as one of the top 100 executives in the US and UK who is fighting against discrimination and championing ethnic diversity and inclusion in the workplace and beyond.
Prior to BCG, Michael was a corporate officer for a supply chain software company focused on fast-moving consumer goods companies. Michael has a BS in Computer Science and Electrical Engineering from Duke University. He also has an MBA from Duke University's Fuqua School of Business.
Amy R. Shugar currently serves as the Associate Director of Major Gifts at Columbia Law School. She has spent the past six years helping to advance Columbia's University-wide $6.1 billion campaign. Prior to that, she was an Assistant Vice President of Marketing & Events at Citi Private Bank for the U.S. & Canada, Marketing Manager at Women & Company-a division of Citi, and Associate Director for Marketing & Events at UBS Wealth Management.
Amy received an MBA from The Fuqua School of Business at Duke University and prior to that, received a B.A. in English from Duke. Amy has spent more than 15 years volunteering for Duke in various capacities. In recognition of her service, she received "The Forever Duke Award" in 2010. She currently serves as co-chair of the Duke Alumni Admissions Advisory Committee in New York City as well as the Fuqua representative on the Duke New York Board.
A native of Manhattan, Amy lives on the Upper West Side and enjoys running in Central Park. She is actively involved with the Whitney Museum of American Art, Columbia Barnard Hillel, and mentoring students with Read Ahead, Inc.
Jonathan Smith is a North Carolina-based commercial real estate investment professional with core experience in development, investment syndication, investment sales, and real estate finance. Smith currently leads a CBRE practice group concentrating on investment sales and real estate capital markets transactions in the Carolinas, Georgia, and Virginia.
Smith has extensive experience originating investment offerings on behalf of institutional and private capital clients, underwriting and valuing income producing real estate, capitalizing real estateinvestments, and designing acquisition and disposition strategies for clients and partners. From 2001 –2013, he served as president of North State Capital, LLC, a commercial real estate investment sponsor and asset manager of value –added commercial real estate investments. From 1995- 2001 he served as Vice President at Carolina Investment Properties, Inc., a developer of medical office and industrial build to suit properties in North Carolina.
Jonathan is a 2006 graduate of Duke University’s Fuqua School of Business, and a 1995 graduate of Wake Forest University.
Beverly is President of RedPrompt, LLC, a holding company for several companies, most notably franchise locations of the fast-casual restaurant concept Freddy's Frozen Custard and Steakburgers (a local affiliate of which opened in Durham, NC in August, 2014!). Beverly is responsible for identifying and evaluating potential sites for expansion of the franchise in her development area (DC Metro and Virginia), negotiating the terms of acquisition and selecting and overseeing the development of the property before the store opens for operations, and organizing the financing sources to make the whole business happen.
Prior to this endeavor, she spent several years doing ad hoc freelance writing, and has continued taking leadership roles in community efforts with her undergrad alumni boards, professional boards and pro-bono consulting for non-profits in the DC metro area. She's been an active supporter of the local Duke Coffee gatherings and is Class Communication co-chair for her daytime MBA '90 class.
After graduating Fuqua, Beverly joined Ford Motor Company in Finance. During her 10 year career at Ford and its subsidiary (at the time) Jaguar Cars, Beverly developed a diverse background in both Marketing and Finance, as well as positions in Information Services and Operations.
Beverly has a BS in Economics from Penn State and an MBA from the Fuqua School of Business. She lives in Fairfax, VA in the DC Metro area with her husband, Barry and twins (and future Dukies!) Benjamin and Bailey, 13.
Michalis P. Stavrinides is a Managing Partner of Banyan Investors LLC, the General Partner of Banyan Fund I L.P. and Banyan Fund II L.P. (www.banyaninvestors.com). He has management responsibility for a number of portfolio investments and is involved in all aspects of fund management, due diligence and origination. Since September 2004, Mr. Stavrinides' responsibilities have included the origination, underwriting and structuring of a number of portfolio investments. Proceeds from these investments were largely used to finance mergers and acquisitions, provide growth capital or fund general corporate purposes. The underwriting process included in-depth due diligence, risk assessment, financing alternatives, market research and legal documentation. As part of the on-going monitoring of these portfolio company investments, Mr. Stavrinides has been an active board member at a number of companies and has provided each company's management team with constructive feedback regarding short and long-term strategies, capital requirements, optimal financing structures and strategic alternatives.
Since 2015, Michalis is also a Partner of Blauvelt Capital Partners, L.P. (www.blauveltcapital.com), an internationally-focused private investment partnership that was founded with the objective of supporting small-to-medium sized enterprises around the globe.
In 2002, Mr. Stavrinides moved to Miami and co-founded the Icon Group LLC, an independent investment management and advisory firm exclusively responsible for the corporate finance and investment activities of Grupo Financiero Uno ("GFU"). GFU is one of the largest financial services conglomerate in Central America. Mr. Stavrinides was a Managing Partner and Chief Investment Officer of Icon and its hedge fund Fund-of and its Private Equity activities.
From 2000 to 2002, Mr. Stavrinides was an Associate with Sciens Capital Partners (formerly Zilkha Capital Partners) in New York. Mr. Stavrinides acted as the lead associate working directly with the Managing Partner in a number of transactions in Southeastern Europe and had responsibility for the full range of activities related to private equity and principal investing.
From 1997 to 1999 he was invited to join Goldman Sachs Asset Management's ("GSAM') London office as a global equity portfolio manager for GSAM's institutional clients. There he was a member of a team of four portfolio managers focused on managing $1 billion in European Growth Equity. He was responsible for making top-down asset allocation decisions and sector and sub-sector allocations. Upon his return to GSAM in New York in late 1999, he worked directly with the Global Equity Chief Investment Officer as a business analyst responsible for a number of strategic projects and was active in all aspects of the group, including asset allocation, annual budgets, launching of new products and services, evaluating potential new product offerings, executing financial analysis, negotiating transactions, evaluation of portfolio management teams, and recruiting new marketing and investment professionals. Mr. Stavrinides began his career as a fixed income analyst with GSAM in New York. His responsibilities included fundamental analysis of existing fixed income and currency clients' portfolios.
Michalis received his MBA from the Fuqua School of Business at Duke University where he was a Fuqua Scholar and his undergraduate degree in Economics (Finance & Strategic Management) from the Wharton School at The University of Pennsylvania. He has completed a number executive education courses at Wharton, HBS and Stanford.
Michalis is also involved in a number of non-for profit organizations. He is a member of the Young Presidents Organization (YPO) having served as President, Education Chair and Membership Chair of the Gateway Miami Chapter. Currently, he serves on the Board of Trustees and as Treasurer of Gulliver Schools (www.gulliverschools.org), the largest independent school in South Florida.
Mr. Stavrinides is married, has three children and resides in Miami, FL.
As Senior Vice President, Chief Diversity & Inclusion Officer at the National Basketball Association, Oris Stuart is responsible for overseeing diversity and inclusion strategies for the NBA, WNBA, and NBA Development League. He provides oversight, leadership and best practices on diversity and inclusion matters to the league offices and teams, oversees efforts to increase the number of minority and women-owned suppliers, and supports efforts to attract, develop and retain diverse talent. Stuart is also leading the creation of a global diversity and inclusion council to ensure engagement on the league’s diversity and inclusion strategies at all levels.
Stuart has more than 15 years of experience as a business executive in diversity and inclusion issues. Prior to joining the NBA in June 2015, Stuart spent two years as a Senior Partner with Korn Ferry, an executive search and talent management firm, where he led its Inclusion and Diversity practice. He provided organizational, strategic, and technology advisory services that helped directors, chief executives, and senior leaders address a wide range of global talent, diversity, and inclusion challenges. His industry focus included life sciences, financial services, utility, quick service restaurant, retail, professional services, and healthcare. Previously, Stuart served as the Chief Executive Officer for Global Novations, the world’s preeminent diversity and inclusion consultancy and training firm. During his tenure with Global Novations, Stuart supported clients across Asia, Australia, Europe and North America, guided the expansion of the firm’s technology and consulting platforms, oversaw a tenfold increase in the firm’s size, and engineered its ultimate acquisition by Korn Ferry in 2012.
Earlier in his career, Stuart served as a senior business manager and strategy, operations and technology consultant for such organizations as Deloitte, Providian, and Wingspan Technology.
Stuart graduated from the University of Virginia with a degree in electrical engineering and holds an MBA from Duke University. He currently serves on the Board of Directors for the National Black MBA Association.
George Sylvestre Jr. is Principal at 3/F/T Consulting, a firm that provides consulting services related to the biotech and pharmaceutical industries. 3/F/T Consulting specializes in advising private equity on investments in the health care space, as well as providing direct consulting to biotech and pharmaceutical companies in the areas of program leadership, alliance management, strategic management, and business operations. As a consultant to Alopexx Enterprises, George serves as its Vice President, Program Management / Corporate Operations. Alopexx Enterprises LLC is a healthcare investment and development firm focused on acquiring and developing preclinical and early clinical compounds with a focus on Infectious Diseases, Oncology, and Orphan Drugs.
George has formerly held numerous Senior Management roles in Program / Alliance Management and Corporate Operations. Most recently he served as the Program Executive for FORUM Pharmaceuticals, a company dedicated to developing transformative medicines for serious brain diseases where he worked since June 2014. Mr. Sylvestre has held positions including Head of Drug Development Program Management for Otsuka Pharmaceutical Development and Commercialization Inc., Project Leader (Product Acquisition and Development) and Head of New Chemical Entity Development for Purdue Pharma, and World Wide Oncology Therapeutic Area Manager for Pfizer, Inc. Mr. Sylvestre has a Masters of Business Administration from Duke University and a Bachelor's of Science in Civil Engineering from the University of Maine.
As Vice President of Senior Executive Search at B. E. Smith, Olivier J. Van Dierdonck brings more than 25 years of experience in healthcare and more than 14 years in executive recruitment. Mr. Van Dierdonck concentrates his executive recruitment on board, physician leadership, senior management and functional leadership positions for both hospitals and physician groups.
Prior to joining B. E. Smith, he served at several well-known executive search and consulting firms, including Director of Recruitment for the Advisory Board’s Management and Consulting division. In this role he recruited executives who specialized in hospital and physician alignment, clinical integration networks and value-based care development. A veteran healthcare professional, Mr. Van Dierdonck also held operational positions with rural and urban hospital systems and national physician practice management organizations. Previously, Mr. Van Dierdonck served as Director of Recruitment for Vanguard Health Systems, a large, national investor-owned hospital system. He began his career in healthcare as an Emergency Medical Technician.
Mr. Van Dierdonck’s extensive experience and successful track record in healthcare recruitment provide a strong foundation and thorough understanding of trends and changes impacting the industry. His ability to quickly build relationships with healthcare professionals has resulted in an extensive network of proven leaders and industry experts. Additionally, B. E. Smith clients value his strategic leadership and insight, as well as his aptitude foridentifying executives who match the unique needs and culture of their organization.
Mr. Van Dierdonck holds a Master of Health Administration from Duke University and a Bachelor of Science from Davidson College. He currently serves on Duke University’s Fuqua Business School Alumni Council and is a current member of American College of Healthcare Executives (ACHE), Healthcare Financial Management Association (HFMA), and Medical Group Management Association (MGMA).
Gianna is the Chief People Officer for Eyemart Express LLC, where she is responsible for the Human Resources and Customer Service teams, leading the company's growth from a People and Culture perspective.
Prior to Eyemart Express, Gianna worked for Coach, Inc. for 2.5 years, responsible for all the Global Corporate Functions and HR Operations globally. Prior to Coach, Gianna worked for Kimberly-Clark Corporation for 16 years, occupying various senior leadership roles in their Human Resources and Strategy function.
Gianna has broad-based HR leadership experience, including succession, leadership development, talent management, compensation & benefits, and labor relations. She has worked at a country, regional and global level, across expansive geographies and cultures including the Middle East, Africa, Eastern Europe and North America. Gianna began her career in South Africa, where she was born, and has lived and worked in Africa, Europe and North America, where she currently resides.
Gianna completed her Global Executive MBA with Duke University's Fuqua School of Business in 2012.
Mr. Wade is the Co-Leader of Deloitte & Touche's Securities Practice, as well as Deloitte & Touche's Lead Advisory Partner serving UBS Americas. He advises major financial services firms on operations strategy, securities clearing operations, broker/dealer outsourcing, merger integration, systems conversion, and regulation implementation.
Before joining Deloitte & Touche, Mr. Wade spent eight years at Wachovia Securities where he was a Managing Director and held positions as Chief Operations Officer and Chief Administrative Officer. Prior to joining Wachovia, Mr. Wade led the finance and mutual fund operations functions and held positions as Chief Financial Officer at Mentor Investment Group.
Mr. Wade has an M.B.A. from the Fuqua School of Business at Duke University and a Bachelor of Science in Accounting from the Pamplin College of Business at Virginia Polytechnic Institute and State University.