Alloy Labs is a consortium of leading community banks working together to operationalize innovation through partnerships and strategic investments. By combined assets, the Alliance is a one of the top 25 banks in the US.

Provoke.fm is the #1 global fintech network, and the media parent company of Breaking Banks, Serial Intrapreneur, Fintech 5, and other popular podcasts covering FinTech and financial services. I Co-Host of Breaking Banks, the world’s #1 global fintech podcast, and the flagship program for Provoke.fm. With more than 5.5 million listeners from over 140 countries, it is the #1 business show on VoiceAmerica World Talk Radio.Provoke.fm podcasts are available on Apple Podcasts, Google Play, Stitcher and Soundcloud.

FinTech Forge helps financial institutions build and leverage their innovative capacity. FinTech Forge is the manager of Alloy Labs Alliance, a consortium of community banks working together to drive innovation, build partnerships and execute on new ideas. We bring modern agile business methods that are custom tailored to work in a highly customized environment. The result is an empirical approach to value creation that avoids nonproductive "innovation theatre" activities and creates tangible ROI fast to help banks and credit unions thrive in this era of digital disruption.

I teach innovation to the next generation of bankers at the premier national graduate school of banking, held at the University of Washington.PCBS offers the nation's premier graduate level management program focused specifically on the financial services industry. It prepares participants for senior management functions and grooms them for future executive management level positions in all areas of banking. The school serves retail bankers, community bankers, business bankers and regulators.

Techstars is a mentorship-driven seed stage investment program. I focus specifically on FinTech, working closely with the Barclays programs in New York and London.

Blueleaf's cloud infrastructure simplifies workflow and monitoring for advisors, delivers consolidated information to their clients, and presents comprehensive data access and analytics for the enterprise. 
Blueleaf combines functions from: 
Portfolio Accounting & Client Reporting, 
Account Aggregation & Client Portals, 
as well as Integration tools. 
www.Blueleaf.com

Kinetic Group holds all of my non-fintech related activities including our angel investments, advisory work and mentoring related to social impact & gender equality.

Help Scout is a simple help desk designed for small businesses. The team was part of TechStars Boston’s 2011 class and currently resides in Boston’s South End. HelpScout provides online customer service with a personal touch and delivers outstanding email support and keeps your team on the same page. helpscout.net

FinTEx is a non-profit building the fintech ecosystem in Chicago and the broader Midwest. Our mission is to: * Promote collaboration and business between companies in the region * Stimulate innovation and new company creation * Retain local talent, especially from universities, and attract others to the region * Attract outside investment and business partners

FinTech Sandbox is a Boston-based nonprofit that helps FinTech startups around the world build great products and applications. The cost and access to data are major challenges for FinTech startups, and we brought together some of the world’s largest data providers and financial institutions to solve this problem.

Liveoak (acquired by Docusign) recreates the power of a face-to-face meeting for remote customer engagement via live conferencing, collaboration, electronic signature and identify verification for financial services

Zagster is a venture-funded startup company based in Boston, Massachusetts that designs, builds, and operates private bike sharing programs for universities, corporate campuses, hotels, and residential communities across the United States. We provide a complete bike sharing solution for our partners - including system design, installation, sharing technology, maintenance, rider support, and marketing services. 

Zagster's vision is to make access to bicycle transportation easy for any community. We are currently deployed at locations in 13 states, with partners including Yale University, Quicken Loans, Hyatt Hotels, The Related Companies, and Four Seasons Hotels and Resortshttp://zagster.com

Backed by some of world's leading industry players, Startup Bootcamp arm startups with the community, tools and resources to get to next level.

Impact Engine is a 16-week accelerator program that supports for-profit businesses addressing today's societal and environmental challenges.

Blacksmith Applications, the leading provider of contract, trade, and deduction management solutions for the foodservice industry. Purchased by Stratum Partners. http://www.blacksmithapps.com

Shape direction and strategy for an amazing organization that helps women start and scale their businesses. Provide guidance, support, and mentorship for female entrepreneurs.

Fundly provides Social Fundraising solutions to Universities, Non-profits, and Political Organizations. Since 2010, our easy to use, keep what you raise*, donation based crowdfunding-for-all platform has helped individuals and organizations of all sizes collect more than $326,000,000. We also work with some of the world's top charities, such as Habitat For Humanity, Teach For America and Children's Miracle Network. 

http://www.fundly.com

August 2008 - September 2013 (5 years 2 months) PerkStreet Financial was part of the first wave of "finsurgents" reshaping financial services and pioneering the concept of fintech companies partnering with incumbent banks to deliver innovation while remaining compliant. Investors included Highland Capital Partners and several banking industry pioneers.

Acceleration Partners is a digital strategy and marketing firm focused on driving new customer acquisition for rapidly growing companies and organizations. Experts in developing and managing high-ROI performance marketing initiatives, with a focus on marketing strategy, affiliate marketing, information architecture, and search engine optimization, we set ourselves apart from our competitors by truly getting to know each client’s business, then leveraging this understanding to drive new initiatives from strategy through execution. http://www.accelerationpartners.com2 recommendations available upon request

TEDxBoston is a team of volunteers in Boston who are catalyzing innovation by sharing ideas with citizens around the world.http://tedxboston.org/

Urbantag makes it easy for users to curate real-world places. An easy way to bookmark and share the places you love, the social nature of urbantag also lets you discover recommendations from your network. (*urbantag was acquired by Tagged on 10/16/12.)

Board Member at LocaModa, Inc. 2006 - 2013 (7 years) As the pioneer and leader in social media integration, LocaModa creates, produces and manages multi-channel marketing programs for brands and agencies. We have helped thousands of clients amplify their audience reach and engage users --- across the social web, branded microsites, at live events and even on the worlds most recognizable digital billboards. 

From smartphones to skyscrapers, our clients trust us to aggregate, filter, moderate and publish brand safe content to and from multiple sources, simultaneously.http://www.locamoda.com1 recommendation available upon request

Fresh Tilled Soil is a team of web designers, developers, & business strategists. We are UX/UI design experts who create remarkable web and mobile app experiences to positively impact your bottom line. 

We specialize in design solutions for: 
Mobile web (responsive, native apps, and mobile websites) 
Web applications 
Marketing websites (branding and information architecture) 
Web strategy and business consulting 
Data visualization 
Software/CRMs/Cloud-based infrastructures. http://www.freshtilledsoil.com

FIS Memento delivers next-generation technology and proven solutions that allow financial institutions to rethink the way they combat and manage fraud. The award-winning FIS Memento Enterprise Fraud Management Platform protects deposit accounts from wide-ranging, costly threats and enables key stakeholders to measure the true value of loss prevention investments. 1 recommendation available upon request

Rock Maple was one of the early leaders in the capital gap, making 14 investments from 2001-2005. Since 2005, I've overseen several investments as a board member but do not look at new deals. Successful exits include Interactive Super Computing, Morphotek, Versamed, Rewired and Fast Channel. 2 recommendations available upon request

Seahorse instruments are the new standard in cell-based metabolic assays. Scientists worldwide use XF Analyzers to advance their research in understanding the role of mitochondrial function in obesity, diabetes, ageing, cancer metabolsim, cardiovascular function and safety toxicity. 
Seahorse is also the leader in cost effective custom crafted labware solutions for scientists and OEM's.http://www.seahorsebio.com

First Marblehead is a leading provider of private student loan solutions for lenders, credit unions, and schools. While at First Marblehead I completed an overhaul of corporate strategy and then led implementation of student focused financial service strategy including new product development, acquisitions and partnerships. 3 recommendations available upon request

Assisted non-profit by promoting entrepreneurship among Harvard students, faculty and Alum.

www.msalliance.org

Britemoon provider of emarketing technologies for advertising firms, database marketers and large corporations. It was selected as a Microsoft eCRM partner and successfully sold to ClickTactics in 2005.

PathoGenetix is developing an automated system for rapid bacterial strain typing using proprietary Genome Sequence Scanning (GSS™) technology.2 recommendations available upon request

Consulted to Fortune 500 companies on corporate strategy, mergers and acquisitions, product strategy and joint ventures. Industries included pharmaceuticals, materials, commodities, manufacturing and energy. Published an internal paper on Valuation Theory that guided the investment strategy for Monitor’s captive hedge fund.

Participated in $10MM redesign of core manufacturing process