Field Center/Small Business Development Center (SBDC) Staff
Smarter Planet Executive-in-Residence
ADMINISTRATION AND LEADERSHIP
Ramona K. Zachary, Ph.D.
Academic Director of the Lawrence N. Field Programs
Ramona K. Zachary is the Academic Director of the Lawrence N. Field Programs and the Peter S. Jonas Distinguished Professor of Entrepreneurship in the Department of Management at the Zicklin School of Business at Baruch College. Dr. Zachary’s research and courses are focused on the social and economic dynamics and impacts of family businesses, and minority business ownership and entrepreneurial issues. She has published numerous articles on family business, management and decision making theory. She has edited two books entitled Home-Based Employment and Family Life and The Entrepreneurial Family.
Dr. Zachary currently serves as a Co-Editor of the new Entrepreneurship Research Journal with Berkeley Electronic Press, is associated with the International Family Enterprise Research Academy and is currently serving on its Board and as the Director of its Research and Publications Subcommittee. She received her Ph.D. from Purdue University. Before joining Baruch College, Dr. Zachary was Professor and the J. Thomas Clark Fellow of Entrepreneurship and Personal Enterprise at Cornell University, Ithaca, New York.
Administrative Director of the Lawrence N. Field Center for Entrepreneurship
Monica Dean is the Administrative Director of the Lawrence N. Field Center for Entrepreneurship. Ms. Dean has over 20 years of professional business experience in the public, private and non-profit sectors including six years as a senior manager of a national not-for-profit recognized for developing innovative theories and practices on inner city business development, and six years as a consultant with the firm Booz, Allen & Hamilton. Ms. Dean holds an MBA from the University of California at Berkeley, and has a number of publications and workshops to her credit. She has served as a panelist at several major business conferences and has spoken on urban business issues before various academic and business groups nationwide.
Director, Baruch Small Business Development Center
Ulas Neftci is the Regional Director of the Midtown Manhattan Small Business Development Center. He specializes in technology businesses, early stage business planning, equity transactions and business plans. Prior to becoming the director of the SBDC he has been awarded multiple times in recognition for his consulting as one of the top business advisors within the SBDC Network. He has served as a Phase 2 SBIR Commercialization reviewer and has advised micro lending institutions in credit analysis and loan packaging. Ulas teaches various classes including Entrepreneurship Management; Technology, Innovation and Design in Entrepreneurship in the Department of Management of the Zicklin School of Business at Baruch College. An active member of the entrepreneurship community he has served as a judge and mentor in business plan competitions and mentors at the Entrepreneurs Roundtable Accelerator. He has a BS in Engineering, MBA and an MS in Computer Information Systems. His previous work experience is in technology, international business and his own entrepreneurial endeavors.
Assistant Director of Programs at the Lawrence N. Field Center for Entrepreneurship
Mrs. Pacheco-Jorge focuses on fiscal and operational management with over 10 years of experience in educational services specializing in general project oversight. She has several years of experience as a Certified Business Advisor for the Baruch SBDC, during which she worked with hundreds of small business owners and entrepreneurs ranging from lawyers and fabric designers to restaurateurs and PR firms. She specializes in basic HRM practices for small businesses and general business start-ups, and has extensive experience recruiting and managing employees as well as developing training programs for small business owners and entrepreneurs. Mrs. Pacheco-Jorge holds an MS in Industrial Labor Relations and a BBA in Human Resource Management from Baruch College.
FIELD CENTER/ SBDC/ IVE STAFF
Alyce Mayo has served as the Director of the Financial Women’s Association Mentoring Program at Baruch College since its inception in 2002. She has her BA from Brooklyn College in Speech and Hearing and an MA in Special Education at Teacher’s College, Columbia University. Her professional career began at St. Francis De Sales School for the Deaf where Ms. Mayo taught and was Director of the Preschool Department. She next was Office Manager and Executive Assistant to the President at a direct marketing firm. In 1989 she joined the City University of New York pursuing her third career as Special Assistant to the Vice Chancellor for Academic Affairs and came to Baruch in 1994 helping start the School of Public Affairs. Following her tenure at SPA, Ms. Mayo joined the Office of College Advancement as the Director of Special Programs and Stewardship, with a wide ranging portfolio which included the FWA Mentoring Program, the Eugene M. Lang Junior Faculty Research Program, The Abraham J. Briloff Prize Business Ethics, College Awards and Scholarships and The Baruch College Entrepreneurship Competition.
James Daley, Assoc. Director of Baruch’s Small Business Development Center, received his bachelor’s degree in Canada and his master’s from Fordham University. For nearly 30 years Jim taught at, and then operated, private proprietary schools. He has done consulting work for test preparation services and contributed to a test prep textbook. Jim’s background also includes extensive work with community-based organizations. He has worked with the SBDC in various capacities for 14 years.
Jesse Karasin is a Business Advisor at the SBDC and is currently pursuing his MBA in Finance. Jesse specializes in financial analysis and business strategy relating to business development & strategic partnerships. Jesse currently holds series 7 and 55 licensees. Prior to joining the Field Center Jesse worked in financial services as an equities trader, where he managed day to day trading; as a result, he has a strong understanding of the capital markets and how management decisions can affect a company’s equity. Jesses recent work experience also includes business development, specifically consulting and marketing strategies for small businesses. Jesse has his bachelor’s degree in Psychology from SUNY Albany.
Alek Marfisi is a Business Advisor at the SBDC. Alek specializes in assisting clients with financial analysis, fundraising, and overall business strategy. Since 2011, he has helped New York based businesses raise over $21.9 million in funding. Prior to the Field Center, he worked at the Louis Berger Group, an Engineering News-Record top 25 consulting firm and in luxury product sales at Brunello Cucinelli. Alek is ranked in the 99th percentile worldwide out of the 550,000 participants in the Capsim strategic management simulation. Alek has a Bachelor of Aviation Business Administration from Embry-Riddle Aeronautical University.
Kshitij (KJ) Zaveri is a Business Advisor at the SBDC. He completed his MBA in Finance from Baruch College and interned at the Field Center under the Field Fellowship Program. During the course of his MBA, Zaveri was associated with various research projects under the Management, Finance and Marketing departments. Zaveri completed his Undergraduate degree in Financial Management from the University of Mumbai after which he worked in an Asset Management Company for a couple of years. Simultaneously, he also completed his Masters in Management degree from the University of Mumbai. His other experiences include working as an Associate at a New York based Investment Bank and as a Business Strategist for a tech firm headquartered in New York.
Anelisa Lauri serves as the Community Manager for the Field Center for Entrepreneurship and CUNY IVE. She is also an adjunct lecturer for the Management department teaching undergraduate social entrepreneurship. A Baruch graduate, Lauri holds an MBA in Entrepreneurship with a focus on social sustainability. During her MBA studies, she interned at the Field Center, advising SBDC clients. As a former buyer of Macy’s Inc. her expertise in product and retail analysis proved invaluable to clients launching retail ventures.
Julissa Baez is the Program Manager for CUNY IVE where she focuses on grant administration, program management and faculty engagement. A Baruch alumna, Ms. Baez applies her training and experience in workforce development, policy analysis and management of not-for-profit organizations into the virtual enterprise pedagogy and services to enhance and expand our entrepreneurship education network. Baez will earn a Master’s in Public Administration from New York University in 2014.
Christopher Pileggi is an IVE Fellow serving as the Technology Coordinator for the CUNY Institute for Virtual Enterprise. Fluent in web technologies, Christopher assists in the maintenance and development of the IVE and MarketMaker websites, as well as assisting MarketMaker users to better understand the site’s functionalities. Mr. Pileggi currently has a B.S. in Computer Science from Brooklyn College.
Robert Foskey is a Field Mentor and Lecturer at the Zicklin School of Business. Mr. Foskey has extensive corporate and consulting experience, and has taught undergraduate and graduate courses in entrepreneurship and business policy since 1973. Mr. Foskey has received numerous awards from the US Department of Commerce for his work in organizing and managing Small Business Development Centers, and was appointed by Mayor Koch to the board of directors of NYC Financial Services Corporation. As Executive Vice President and COO of Boone, Young and Associates he was responsible for the firm’s small business practice, and at Union Carbide and Mobil Oil Company Mr. Foskey served as a member of their Long Range Planning departments. Mr. Foskey has been Treasurer and a member of the board of directors of Lagrange Screw products company, Miller Gear Company and Judd Industries Inc. Mr. Foskey Received a BBA from Baruch College and a MBA from Fordham University.
Donna Gitter, J.D.
Associate Professor Donna M. Gitter joined the Zicklin School of Business after practicing as a commercial litigator in New York City, during which time she also performed significant pro bono work on behalf of nonprofit corporations and immigrants seeking political asylum. Since 1999, Ms. Gitter has published numerous articles relating to judicial and legislative responses in the European Union and the United States to issues at the intersection of technology and ethics, such as biotechnology patenting and biomedical ethics. These articles have appeared in publications such as the New York University Law Review, the Columbia Science and Technology Law Review, the Washington and Lee Law Review, and the George Mason Law Review. She has presented her research at international conferences in Italy, Scotland, India, and the United States. Ms. Gitter graduated Phi Beta Kappa and cum laude from Cornell University’s College of Arts and Sciences, where she earned a B.A. in Government in 1989. In 1994, she earned her J.D. from the University of Pennsylvania Law School.
Mary Ann Holley
As a lecturer in the Management Department of the Zicklin School of Business, Baruch College, Mary Anne Holley teaches Entrepreneurship Management and is a Field Mentor at the Lawrence N. Field Center for Entrepreneurship. Ms. Holley is a marketing, financial management and magazine start-up specialist with over 30 years of corporate, small business and entrepreneurial experience. Before joining Baruch College, she was Associate Director of Magazine Acquisitions & Development for CBS Magazines, General Manager of Quest and Audio magazines, Publisher of several start-up magazines and developed feasibility studies and business plans for numerous prospective entrepreneurs. She has been a consultant for leading corporations including Kodansha, Reed Elsevier, Reader’s Digest and Christie’s. Her areas of expertise include marketing, advertising sales, financial management and new business development. She earned an MBA degree in Marketing from Columbia University and has lectured at Radcliffe College, Pace College and Howard University.
Allison Lehr Samuels
Allison Lehr Samuels is a full-time Lecturer with a focus on Entrepreneurship and Small Business, and a Field Mentor at the Lawrence N. Field Center for Entrepreneurship at Baruch College. Her consulting work includes over 1500 small business owners and entrepreneurs who have ranged from fashion designers, radio producers, and restaurateurs, to hedge fund consultants, violin makers and graphic designers. She has extensive experience developing business and marketing plans, obtaining small business loans and building up the knowledge and confidence of her clients so that they feel empowered to take action. Currently, she is co-developing a course “Business Meets 3D Digital Design and Fabrication” and previously co-developed and implemented a course on Women and Entrepreneurship which looks at the challenges specific to women owned businesses, and explores the necessary skills for women to successfully obtain resources and run successful businesses. She was the first recipient of the Zicklin Hybrid Online Teaching with Technology Award for her work in curriculum development. She holds an MBA in Entrepreneurship Management from Baruch College and a BA from Barnard College, Columbia University in Theatre.
Thomas S. Lyons, Ph.D.
Thomas S. Lyons is the Lawrence N. Field Family Chair in Entrepreneurship and Professor of Management at the Zicklin School of Business. His research focus is on entrepreneurship’s role in communities and regional economic development. Dr. Lyons has written nine books, numerous articles and technical reports on entrepreneurship, enterprise development, business incubation, and state and local economic development. He is the co-developer the Entrepreneurial League System (ELS) ®, a system for fostering entrepreneurship as an economic development strategy that has been implemented in Louisville, KY, the Advantage Valley (portions of West Virginia, Kentucky and Ohio) and Central Louisiana. Portions of this framework have also been used in Johannesburg, South Africa. Dr. Lyons has served on the board of directors and advisory board to an empowerment business incubation program, a microenterprise program, and a university-based technology business incubation program. He is currently a member of the Board of Directors of the Rural Policy Research Institute’s Center for Rural Entrepreneurship (CRE). Lyons holds a Ph.D. in Urban and Regional Planning from the University of Michigan at Ann Arbor and has worked as a practicing municipal planner and as a private planning consultant.
Edward G. Rogoff, Ph.D.
Edward Rogoff is the Lawrence N. Field Professor of Entrepreneurship and the Chair of the Department of Management. Professor Rogoff was named 2010 Entrepreneurship Educator of the Year by the United States Association of Small Business and Entrepreneurship. An expert in the economics of regulated industries, Professor Rogoff has published extensively in the area of entrepreneurship and small business. He has published three books; Bankable Business Plans (2004), The Entrepreneurial Conversation, co-authored with Michael Corbett (2005) and The Second Chance Revolution: Becoming Your Own Boss After 50 (2009). Professor Rogoff was an entrepreneur in the communications industry for 15 years.
Stuart Schulman, Ed.D.
Stuart Schulman has served as a Department Chair and senior administrator at CUNY and was the Founding Academic Director of the undergraduate and graduate online business degrees at the CUNY School of Professional Studies. He is also the founder of the CUNY Institute for Virtual Enterprise and the Center for Economic and Workforce Development. His award-winning expertise in technology-driven learning simulations has been recognized by USASBE and other professional organizations, governmental agencies and universities. Mr. Schulman is currently engaged in the planning of a national Center for the Technology Enabled Entrepreneur, supported by the National Science Foundation (NSF). Schulman was a founding member of the “I Love New York” advertising and marketing campaign, and directed the AARP (American Association of Retired Persons) Travel Service. His entrepreneurial experience includes starting several airlines, and marketing and advertising firms.
Stuart Schulman is the holder of a BBA in Accounting from Baruch College; an MBA in International Management from New York University and an EdD from the George Washington University in Higher Education Administration.
Emre Veral, Ph.D.
Emre Veral is Professor of Operations Management at Baruch College. He currently serves as the Academic Director of the Baruch MBA in Health Care Administration Program; Deputy Chair of the Management Department; and Field Mentor for the Lawrence N. Field Center for Entrepreneurship. Professor Veral’s academic interests concentrate on service operations management, specifically on improving productivity and efficiency in health care delivery systems. His contributions to academic research and industry include several publications and projects involving scheduling, inventory, forecasting, and capacity management, in both theory and practice. He was the Academic Director of the MBA program at Bilgi University, Istanbul during his sabbatical leave in 1999-2000, and has worked as independent consultant in several countries since 1998. Professor Veral also serves as Senior Research Fellow at the International Center for Corporate Accountability, involved in corporate code of conduct monitoring of offshore manufacturers.
Christoph Winkler, Ph.D.
Christoph Winkler is Assistant Professor in Entrepreneurship at Baruch College where he also serves as the the Associate Director of the CUNY Institute for Virtual Enterprise. He specializes in entrepreneurship education research as well as virtual business incubation utilizing social business tools. Professor Winkler’s work and accomplishments have been recognized through awards from CUNY, IBM, NACCE, NSF, and USASBE. He holds graduate degrees in Business Education (Johannes Kepler University Linz, Austria) and Educational Psychology (CUNY Graduate Center), as well as a PhD in Educational Psychology from the CUNY Graduate Center.
Ray Garcia has over 20 years of experience in technology innovation and strategy within large global corporations and entrepreneurial ventures. He has consulted for venture capital and PE firms in New York City and has launched several startup ventures. Most recently, Ray was an Executive in Residence at MIT Media Lab, and is currently a board advisor and Executive in Residence at the Field Center for Entrepreneurship at Baruch College. Ray serves as a coach to aspiring entrepreneurs and has formalized this process within the BCAP.biz program to help promote international economic development through entrepreneurship. He is a graduate from the School of Engineering at City College of New York and resides in NYC. You may contact Ray’s and find his full CV with references and links to work online at http://linkedin.com/in/alterwork
Sandra Roth’s career has spanned 30 years in the US equity markets, the last 15 of which was devoted to managing a large pool of pension assets, both public and private, for Benefit Capital Management, the money management subsidiary of Union Carbide Corporation. Up to her retirement in 2001, she was Chief Equity Officer and Senior VP, overseeing $2.5 Billion in public and $200 million in private investments. In the latter capacity, she served on boards of several domestic and international venture capital funds, most notably Patricoff & Company, APAX Ventures and Advent International. Roth also represented Benefit Capital on the boards of several early stage companies, including Genesis Health Ventures, Apache Medical Systems and Tegal Corporation. Prior to 1984, Roth was an Institutional Equity Analyst at Shearson/American Express.
SMARTER PLANET EXECUTIVE-IN-RESIDENCE
Rolando Franco is an IBM Executive IT Architect and Client Technical Advisor (CTA), covering the Wall Street Region. He is the lead technical client-facing role assigned to select Fortune 500 clients who wish to partner with IBM on technology initiatives in support of their business objectives. He provides expert, vendor-neutral architectural advice on business and technical solution strategies that address key client business issues. Rolando is responsible for the long-term technical success of his clients, and as such is required to maintain effective long-term relationships at the senior level with the client’s CIO and key technical decision makers and influencers. He also engages in various first-of-a-kind projects that help shape the roadmap of IBM products and services. As part of IBM’s Academic Initiative program, Rolando also volunteers as the IBM University Ambassador to the City University of New York (CUNY). In this role, he fosters strategic collaboration between IBM and CUNY, and supports STEM skills development and the adoption of the latest IBM technology solutions among faculty and students. Rolando earned an MBA degree from the Zicklin School of Business at Baruch College, and a Bachelors of Science degree in Computer Science from The City College of the City University of New York.
Jarlyne Batista is a Baruch College Senior who will be graduating fall 2013 with a BBA in Entrepreneurship. Her minor, passion, and experience in Graphic Design as well as her academic study of entrepreneurship has provided her with a marketing and design internship at DreamIt Ventures, a New York City accelerator. Before joining the Field Center, Jarlyne worked with Baruch’s Undergraduate Admissions Welcome Center Office. Within this role, Jarlyne worked alongside admissions counselors; assisting with college recruitment, the training of new student hires, event planning and also served as an advisor to prospective freshman and transfer students. Jarlyne is the co-founder of the Ambassadors Club on campus and has led the club as President from 2012-2013.
Faith Fraser is a full time MBA student with a double major in Entrepreneurship and Marketing, graduating in 2014. She is the VP of the Graduate Zicklin Marketing and Media Association club and a Social Media, Marketing and Publicity intern at The Bell House and Union Hall in Brooklyn. Faith is also an Executive Board member of the Wilfred Vernon Clarke Memorial Fund, a nonprofit that provides scholarships to Minority Engineering students who attend the City College of New York. She graduated from Brooklyn College with a B.A. in Television and Radio. Prior to joining the Field Center, Faith worked as an Event Coordinator for the City of New York’s – Office of the Brooklyn Borough President and co-owned Fresh Squeezed Events, Inc., an event management company.
Gil Gilead is a Research Associate at the Lawrence N. Field Center for Entrepreneurship, where he is assisting in the development of the Senior Entrepreneurship section of the Field Center website and helped facilitate the completion of the 2013 GEM (Global Entrepreneurship Monitor) Report. Prior to working at the Field Center, Gil held a position in the Israeli Army as a Navigation’s Officer, where he commanded reserve force personnel. He also held positions as a Journalist with the Jerusalem Post, as a Program Developer in a theatre ensemble and has extensive freelance experience as an actor and translator. He holds a B.A in Theatre Acting and Performance Arts and is currently an MBA Candidate at Baruch College, majoring in marketing.
Angelic Martinez is an MBA student at Baruch College with a concentration in Management / Entrepreneurship. After graduating from Rochester Institute of Technology with a BFA in Photography, Angelic decided to move to New York City where she was exposed to a community of non-profit causes and the organizations that support them. She has since decided to use her MBA degree to pursue a career in the non-profit arena. In addition to her academic pursuits, Angelic tries to find the time to volunteer at the Animal Care and Control of New York City, a cause she strongly believes in.
Rizwan Younas is a Full-time MBA student who is currently majoring in Computer Information Systems, with a Focus in Finance and International Business. Prior to enrolling in Baruch he graduated from Stony Brook University with a degree in history, and pursued his own start-up. In 2010 he found his own pharmacy chain in Pakistan, and today he is looking to follow his other passions in the technology space.