Our Team Meet the staff that helps make it all happen and our top-talent advisors who provide entrepreneurs like you with the expertise to guide their brand, business, and growth strategies. Filter Clear Close Advisors Staff All Name Expertise Center Multilingual A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Access to Capital Accounting Administration Angel/VC Financing Budgeting Building & Planning Business Concept and Validation Business Planning BUSINESS STRATEGY Business/Partnership Development Client Intake Communications Competitive Positioning Compliance COVID-19 Regulations Creativity Customer Acquisition Customer Service Debt & Equity Financing Debt Consolidation Equity Financing Finance Financial Projections Food Business Fundraising Go To Market Planning Go to Market Planning & Execution Green Energy Growth Marketing HR Investor Presentation Package Content Lending Specialist Loan Packaging Managing Employees Manufacturing Engineering Market Development Market Research Marketing Negotiation Operations Partnerships Permits & Licenses Permitting Pitch Development & Delivery Pricing Policy Product Development Product Marketing Publishing Rebranding Social Media Strategic Planning Strategy Systems Implementation Team Building Tech Transfer Technology VC & Startup Community Relationships Winemaking Finance Center Restaurant Program Tech Futures Group Arabic Cantonese Danish Dari Farsi French German Hindi Hmong Italian Japanese Korean Latvian Mandarin Pashto Portuguese Spanish Vietnamese View Bio Marie Jones Business Advisor View Bio Baqi Kopelman Business Advisor View Bio Steve Lamb Client Services Manager View Bio Danielle Marshall Client Services Advisor View Bio Lisa McCormack Business Advisor View Bio Paula McDonell Business Advisor View Bio Anni Minuzzo Business Advisor View Bio Joe Rodola Business Advisor View Bio Lillian Rubie Customer Care Specialist View Bio Amy Scharmann Business Advisor View Bio Kevin J. Williams Sr. Client Services Manager
