Advisory Team

 
 

NICK BECKER

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Co-founder at LineLeap

  • Entrepreneur, Leadership and Business Development

  • University of Michigan

  •   Former President of a Bluetooth accessory company

DAVID BICKNELL

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President at Kaizen Development, Inc. 

  • Over 20 years experience in retail and consumer electronics

  • Former Director of Merchandising and Operations for a multi-billion dollar retailer

  •   Former President of a Bluetooth accessory company

  • Service and develop franchises in residential real estate brokerage

  • BA in International Affairs

BRANDT BRERETON

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Managing Partner, Brereton, Hanley & Co., Inc.

  • Silicon Valley-based - national investment banking practice

  • 30 year experience M&A, PE & ESOP advisory

  • Structured equity fund experience as general partner

GREG BROWN

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Partner, Sensiba San Filippo LLP

  • 34 year CPA, Tax Partner, Sensiba San Filippo, LLP

  • San Jose State University – BS Accounting, Golden Gate University – MS Taxation

  • Specialties: Venture capital and technology company taxation, career and culture development.

ROB BYKOWSKI

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Executive Leader for Early-Stage & Growth-Focused Companies

  • Results-driven sales, marketing and business development leader

  • Strategic consultant for technology companies

  • Cross-functional connector and catalyst

STEVE BRINKMAN

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Automotive Executive

Bio coming soon!

CHRIS CHUNG

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Director, Venture Advisor

  • Director at Republic, Venture Partner at Republic Capital,, Strategy Advisor at Proxy CEO. Previously Principal at Republic Labs, President at Altius Capital,, Associate at Charles Schwab.

  • The Wharton School (MBA), UCSF (DDS), UC Davis (BS)

  • Startup venture strategy, treasury/cash/risk management, portfolio hedging (options/derivatives)

JAMES CHUNG

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Entrepreneur - Founder, The Econic Company - Commercial Real Estate Professional

  • Silicon Valley Business Journal 40 under 40

  • Managed Western US for retail platform

  • State Director for ICSC (International Council for Shopping Centers)

  • Transacted over one billion in sales and total lease consideration

  • BA University of California, Berkeley

JAKE DEVINE

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Gen Z Advisor - Investor Relations at Urban Catalyst Fund

  • Investor Relations Associate at Urban Catalyst, a real estate private equity fund forcusing on Opportunity Zone investments in San Jose. 

  • USC Marshall School of Business - BS Business Administration

DON DAY

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Entrepreneur - Author - President, Intero Tennessee

  • Author of “The Surge Effect” and “LifeAbundant365”

  • Motivational Speaker

  • Change Management Specialist, Keynote Speaker, Executive Coach/Consultant

  • Real Estate Developer/Investor

  • US Air Force Retired

MATT DRISCOLL

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HR Expert - Global Talent Acquisition Leader - Executive Recruiting 

  • Global Talent Acquisition Leader @ Adobe, VeriSign, ArcSight, Demisto and SentinelOne

  • Build global recruiting teams focused on providing proactive recruiting strategies

  • Industrial and Organizational Psychology, Worcester State University, Bachelor's degree

RYAN FARSAI

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Corporate Marketing Leader at Proofpoint

  • 20+ years corporate marketing and digital leader - high-tech hardware, software and cyber security

  • Brand, global advertising, corporate sponsorships, content and strategic marketing for multi-billion dollar enterprises to small start-ups

  • BS Business, San Jose State University, and Executive Education Program, Harvard Business School

PEDRO DAVID ESPINOZA

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Internet Entrepreneur, Angel Investor, Board Member, TED Speaker & Author

  • Founder & CEO of Alpaca Pan Peru, a social venture empowering rural women to become entrepreneurs

  • Latino International Book Award #1 Best Business Book in 2020 for Differences That Make a Difference: How organizations Succeed by Focusing on Innovation through Inclusion

GEOFF FASEL

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Shareholder at Polsinelli Shughart PC

  • Business attorney who represents high-growth technology-centered companies from startup on.

  • Included in Missouri & Kansas Super Lawyers, Rising Stars from 2009-2013

ANA GONZALEZ

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Tech Talent Acquisition Leader

  • Founder and CEO of Alturas Technology Services, a recruiting and staffing company

  • Technology consulting & recruiting

  • Award winning recipient for building top performing teams for some of the best brands in technology 

ANDREW GRUBER

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Gen Z Advisor - Audit Associate at KPMG

  • Audit Associate at KPMG 

  • Passionate about creating value through financial services and dynamic communication.

  • University of NEvada, Reno, MBA Graduate student, B.S. Finance, B.S. Accounting 

RICHARD GRUBER

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Corporate Finance at Microfocus

  • 31 years of Corporate experience in both Global and Regional Finance Management, Distribution Management, Procurement, and Credit and Collections. 

  • Extensive Finance and Accounting practice knowledge and expertise in the areas of Customer Support and Services, Supply Chain, Inventory, Software, and Financial Planning and Reporting.

  • 27 years HP - 1 year HP Enterprise - 3 years Micro Focus

  • San Jose State University - BS Finance  

TOM GUTSHALL

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Director and Co-Founder at Cepheid

  • Silicon Valley Executive, Angel Investor, Advisor to start-up health care companies 

  • Participation in philanthropy guided by God's will; lived servant leadership role as part of CityTeam ministries chairman with pivotal successful growth

  • Elder at the Union Presbyterian Church in Los Altos

  • BSChE, University of Delaware (BS); Marketing Management, Harvard Business School 

JILL HORN

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VP of Sales at Wintec Industries

  • 25+ years Software Sales & Management.

  • Expert in simplifying messaging and developing sales processes to empower sales teams, deliver value to customers, and close deals; BtoB, BtoC, and Community Engagement.

  • Druker School of Management CGU - MBA; ASU - BS Computer Science

JIM HUGUET

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Partner at Waste Streams Management, Author

  • Strategic consultant, author of Great Companies, Great Returns, mutual funds manager & entrepreneur. 

  • Enjoys turning concepts into businesses.

DUSTIN KEELE

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Founder & CEO, SolRates

  • Silicon Valley Fintech and Renewable Energy Entrepreneur

  • Specialties:  Strategic Partnerships, Full Stack Development, Financial Modeling, Growth Hacking, Award Winning Sales and Marketing Automation

  • B.B.A. Magna Cum Laude, Cox School of Business

MATT KELMON

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President of Backshore Strategies at Blue Investment Partners

  • 30 years of specializing in equity, etf and index based covered option solutions

  • Former options related Mutual Fund Portfolio Manager

  • Bay Area native and avid golfer

MICAH KIM

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Gen Z Advisor - Intern at Navitas

  • DeFi Protocol Research Intern at Navitas

  • Northeastern University College of Engineering – BS in Industrial Engineering

ERIC LEICHER

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Entrepreneur - President, Motive Products - Early Stage Investor & Advisor 

  • Extensive experience in Procurement and Supply Chain Management in Silicon Valley incl. Applied Materials, Sun Micro, NetApp, etc.

  • Principle at Land R Holdings, Inc. Managing Motive Products, Automotive Performance Export, Trackhaus.

  • 12 years as President at Motive Products leading a Customer-Focused Company from a small niche company to an International Brand in the Automotive Aftermarket

PATRICK LENCIONI

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Author & President of The Table Group

  • New York Times best selling author & thought leader

  • Named "One of the new gurus you should know" by Fortune magazine in 2008

  • Champions a practical & straight forward approach to tackling organizational health, teamwork & employee engagement.

STEPHEN LENCIONI

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Gen Z Advisor - Operations Analyst at Juniper Services

  • Independent Care Coordinator, Operations Analyst

  • Passionate about improving healthcare at the individual and system level

  • University of Nevada, Reno; BS Public Health

STEVE R. LENCIONI

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IT Product Line Manager at Dell Technologies

  • Hewlett-Packard (25+ years), EMC -> Dell Technologies (5+ years)

  • Committed to values of teamwork, trust, transparency, clear communication and facilitating the success of others.

  • Master’s, Electrical & Computer Engineering, UC Santa Barbara

ALLEN MCCLINTON

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Sales Leader at Tesla and Cobalt Robotics

  • Co-founder of Silicon Valley charter school, early-stage startup expertise, leading growth initiatives for the Tesla Home Charging program

  • Empathetic sales and strategic business development leader

  • United States Marine Corps, Georgia Tech, B.S.; UT-Austin, Master's; Wharton School, MBA

JEFF MCCOLLOCH

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Principal Consultant at McColloch Consulting

  • 25 year veteran business operations manager at Intel

  • Organizational and leadership development guru

  • Founder of McColloch Conulting, providing effective leadership consulting to Google, Microsoft, GE Healthcare, Duke & more

KEVIN MCGARY

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Business Development Manager at KnectIQ Inc.

  • 35 years Information Technology; Successful Sales Career in Cybersecurity, Enterprise Applications, Application Development Automation and Enterprise Job Scheduling/Utilities

  • Chairman of the Frederick Douglass Foundation of California, and is an executive with the Douglass Leadership Institute and the Northstar Leadership Pac; leader in Civic Engagement

  • Entrepreneur, Author, Public Speaker, Lecturer

HIEP NGUYEN

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Real Estate Developer - Early Stage Investor & Advisor

  • Philanthropist

  • Mechanical Engineering at UCLA

DOMINIC NICOLI

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Entrepreneur - Real Estate Professional - Early Stage Investor & Advisor

  • Recognized as one of the top sales people in the United States  

  • Expert in building high velocity sales for small businesses

  • Angel Investor - San Jose State University (BS)

ZACHARY ORR

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Advisory Intern at 1Flourish Ventures

  • Consultant at 180 Degrees Consulting at USC  

  • B.S. Business Administration, Minors in Applied Analytics and Music Industry

NANCY ORTBERG

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CEO at Transforming the Bay with Christ

  • 20+ years in leadership experience in sales, service and the healthcare industry. 

  • Public speaker, both domestically and internationally on leadership and the development of corporate culture

  • Change agent, executive coach, keynote speaker, catalyst, entrepreneur & author.

MAMAL RAHIMI

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General Dentist & Owner, Rahimi Dental Group

  • Over 20 years experience practicing comprehensive restorative dentistry with special emphasis in TMJ and airway disorders.

  • University of Pacific School of Dentistry, D.D.S.

  • UCLA, B.A.

SAM RAPP

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VP, Sales Leader - Early Stage Investor & Advisor

  • 30 years sales and sales management; key contributor to the growth and financial outcomes of BEA Systems, Serena Software, Rally Software and Avoka Technologies.

  • Specialties: Security software, infrastructure software, software development and customer experience solutions.

  • American History, Yale University, BA

TOM REES

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Founder & General Partner at Realty Equity Enterprise Services

  • Silicon Valley commercial real estate guru overseeing the transaction of many large premier commercial properties

  • Partner at Rees Properties Inc., a real estate investment & management company that believes in incorporating biblical principals into its business operations

GEOFFREY SHENK

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Founder, VMV Capital LLC., Investor, Advisor, Executive, Faith Based Leadership

  • 25+ years of executive leadership roles in SaaS technology startups

  • Focus on Culture, Sales, Marketing, & GTM Strategy, People

  • Fundraising, Venture Capital, Strategic Partnerships, Relationships

RICK SOUKOULIS

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CEO at ReadyPrice

  • Forward-thinking mortgage industry entrepreneur with more than 35 years of experience

  • Passionate about using technology to revolutionizing long-standing industry practices. 

TOM STEIPP

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President & COO at NES Financial - Early Stage Investor & Advisor

  • President and COO at NESFinancial

  • Specialties: Synchronization and Timing, Telecom, New Technology Development and Commercialization

  • CEO, United States Air Force Academy (BSEE), Purdue University Krannert School of Management (MSIA)

RICHARD SWART, PhD

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Family Office Advisor, Impact Investor

  • Author, former academic, family office advisor and consultant.

  • Worked with World Bank, Cambridge University, Gates Foundation and several US universities

  • Advisor and board member for AI, cybersecurity, fintech and social impact companies

JOHN THOMPSON

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Silicon Valley Entrepreneur & Founder

  • Cofounded & sold the largest real estate firm in the Silicon Valley (Top 10 in the US) to Berkshire Hathaway

  • Angel Investor - Developer - Real Estate Investor

  • Expert at building winning cultures and teams

  • UC Berkeley (BS)

TOMMY TOGNOLI

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Gen Z Advisor - Real Estate at Intero, a Berkshire Hathaway Affiliate - Early Stage Investor

  • Silicon Valley/NorCal real estate sales agent, third generation.

  • Passionate about fitness + nutrition  | investor and adventurer

  • Entrepreneur focused on real estate sales + development

SHANNA TOMKO

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Entrepreneur - CPA - Early Stage Investor 

  • CPA licensed in CA & WA and Enrolled Agent (EA)

  • 21+ years’ experience as a tax strategist and money coach

  • Specializing in Stock Option Planning & Real Estate Taxation

MIKE TORRE

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Director, Technical Operations at Google - Early Stage Investor & Advisor 

  • An engineering leader with an expertise of building great teams, delivering innovative solutions, and bringing new technologies to market.

  • Expert in creating a manufacturing strategy, establishing a supply chain, and delivering capability to enable a variety of extremely complex and diverse product roadmaps.

  • BS in Electrical & Computer Engineering, UC Santa Barbara

AMY WARNER

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VP, IT Business Solutions & Corporate Director of Accessibility at Intel - Early Stage Investor 

  • Executive leader and board director with extensive experience spanning Enterprise Sales, IT, Product Development, Cybersecurity, Strategic Planning, Accessibility and Disability Inclusion in the workplace.

  • Unique combination of entrepreneurial and large enterprise experience focused on delivering tangible business results for accelerated company growth and profit.

  • Passion for embracing technology to eliminate barriers, foster innovation, and empower all people to reach their full potential. 

MARK WHITACRE

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Executive Director of the t-factor initiative at Coca-Cola Consolidated, Inc.

  • Executive Director of the T-Factor initiative at Coca-Cola Consolidated, Inc. 

  • BS & MS at The Ohio State University, Ph.D. at Cornell University 

  • Passionate about transforming workplace cultures for good, for God and for growth. 

IVAN WINFIELD

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VP of IT at Seaboard Corporation

  • Results-focused senior executive with 20+ year track record of building high performing teams, delivering superior IT services and driving change within organizations

  • Distinctive blend of IT leadership, Fortune 500 and 'Big 5' consulting experience across diverse industries: manufacturing, financial services, consumer products, transportation and healthcare

MICHAEL WOODNORTH

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Founder & CEO, Woodnorth Advisory

  • Impact-focused finance and strategy professional focused on supporting businesses whose models create positive social outcomes.

  • Investment banking, corporate lending, strategy consulting, nonprofit and for-profit executive experience.

  • Indiana University (Kelley School of Business) BS in Finance-Real Estate, International Business; Vanderbilt University (Owen Graduate School of Management) MBA in Strategy and Human & Organizational Performance.

YOGA YANG

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International Marketing - Real Estate Professional

  • Co-Founder of YJY Investments LLC- a real estate development company.

  • 2020 Real Trends America's Best Real Estate Professionals

  • Graduated from one of the top business schools in UK- Aston University

DAVID ZHANG

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CEO, Dignitas Tech Inc

  • Experienced Enterprise Software, Cloud IaaS, SaaS Executive

  • Passionate entrepreneur with startup, big tech and private company ownership experiences

  • Co-Founder of YJY Investments LLC- a real estate development company.

ERIK ZHANG

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Gen Z Advisor - Co-Founder, Admitme.io

  • Co-Founder of AdmitMe.io, winning multiple startup competitions

  • Analyst at HIG Management, a REIT focusing on investments in San Jose

  • Management & Technology student at the University of Pennsylvania, with two degrees in CS and Finance from Wharton