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 Programs and Center for Entrepreneurship. She is also an adjunct lecturer in the Department of Management where she has co-taught a course she co-created on Women and Entrepreneurship and a special Topics course on Business Meets 3D Digital Design & Fabrication. She also developed the curriculum for Baruch’s Certificate in Entrepreneurship for Continuing and Professional Studies for displaced workers. Monica has over 25 years of professional business experience in the public, private and non-profit sectors. Her experience includes six years as a senior manager at the Initiative for a Competitive Inner City, 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 premier consultancy firm Booz, Allen & Hamilton. Monica holds an MBA from the University of California at Berkeley and a BS in civil engineering from Howard University. She has a number of publications and workshops to her credit, 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.
Lou Ann Flanders was previously the founding Director of the Entrepreneurship Center and Associate Professor at High Point University. Responsibilities included program development and management, community relationship building, and teaching entrepreneurship courses. Prior to working in academia, she worked with many early stage companies – either as an employee or consultant. Her work as the Fund Executive for the Piedmont Angel Network and as CFO/Strategy officer for two privately funded companies brings much needed understanding and experience to the CSE and classroom.
Additionally, she has over 20 years experience in the financial management arena, many of them working in finance and treasury roles for manufacturing companies. She has her MBA in Finance from the University of North Texas and her undergraduate degree in Business Administration from Ouachita Baptist University. Her community service has included serving on: the Board of Advisors for the Angel Capital Association, North America’s professional alliance of angel groups; the Finance Committee for the Greensboro Children’s Museum; and as Secretary and Board Member for the Eastern Music Festival. She was named one of the Piedmont Triad’s 50 Most Influential People for two years.
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 16 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 NYS Certified 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. KJ assists clients with business strategy and developing business plans and specializes in the financial aspects of the business; creating financial projections, financial analysis, cash flow management and financing (equity or debt). He also assists clients build proposals for the highly competitive SBIR / STTR R&D grants. He completed his MBA in Finance from Baruch College and during this period, was associated with various research projects under the Management, Finance and Marketing departments. He completed his Undergraduate degree in Financial Management from the University of Mumbai and previous experiences include working as an Associate at a New York based Investment Bank, as a Business Strategist for a tech firm headquartered in New York and at a global Asset Management Company.KJ is pursuing the coveted CFA designation and is a mentor for CUNY’s Midtown Manhattan incubator.
Anelisa Lauri is the Director of Programming for the CUNY Center for Student Entrepreneurship Incubator. A Baruch graduate, Anelisa holds an MBA in Entrepreneurship with a focus on social entrepreneurship. During her MBA studies, she was a Field Fellow at the Field Center, advising SBDC clients. For the past two years she has served as the Community Manager for the Field Center for Entrepreneurship and CUNY IVE where she ran the SmartPitch Challenge and Coworking programs. She has taught for the Management department teaching undergraduate social entrepreneurship, management in entrepreneurship, and entrepreneurship in real estate. Prior to coming to the Field Center Anelisa spent seven years as a buyer for Macy’s Inc. specializing in the clothing lines for women and men.
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 has a Master’s in Public Administration with a focus in Organizational Performance Management from New York University.
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, Ph.D. is the Lawrence N. Field Family Chair in Entrepreneurship and Professor of Management in the Zicklin School of Business at Baruch College of the City University of New York. He is also a Field Mentor in Baruch’s Field Center for Entrepreneurship, offering counseling to New York City’s entrepreneurs, social entrepreneurs and small business owners. His research specializations are the relationship between entrepreneurship and community economic development and social entrepreneurship. He is the co-author of ten books (among them Economic Development: Strategies for State and Local Practice, Creating an Economic Development Action Plan, Investing in Entrepreneurs, and Understanding Social Entrepreneurship) and numerous articles and papers on these subjects, and has also had an edited three-volume set on social entrepreneurship published (Social Entrepreneurship: How Businesses Can Transform Society). Lyons is also a member of Baruch College’s research team, which serves as Babson College’s U.S. partner for the Global Entrepreneurship Monitor (GEM) Project. Lyons teaches courses in Social Entrepreneurship and Entrepreneurship and Community Development. In 2011, Dr. Lyons received the Ted K. Bradshaw Outstanding Research Award from the Community Development Society International for his contributions to the field of community development. He has worked as a practicing city and regional planner in both the private and public sectors and has owned and operated his own enterprise.
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 is the Managing Director of Buoyant Capital, a global peer advisory think tank addressing the growth challenges of small to medium sized enterprises. The firm coordinates its team of experts to help its clients improve competitiveness through talent management, global market expansion through partner access, technology asset management, capital investment and restructuring. Buoyant Capital was founded in 2000 located in New York City and has helped launch several start-up companies and worked as an advisor to company founders, CEO’s, and their investors. Ray has over 15 years of experience as a technology entrepreneur, as company CTO co-founder, for four venture-backed companies. Earlier in his career, he worked as an executive for several major banks, Citicorp, Republic National Bank, Bank of America, and working as a technology consultant to several large US multi-national corporations. In recent years, he was elected to serve as an executive in resident at MIT Media Lab for one year, then to serve on Baruch College Field Center for Entrepreneurship on the advisory board, and also spends time as a mentor to young aspiring entrepreneurs at City College of New York, Grove School or Engineering, Zahn Innovation Center. Since 2011, he has taught an intensive accelerated course in entrepreneurship at the University of Pisa, Italy, to PhD candidates with a focus on technology transfer and spin-offs and taught at the School of Economics International MBA, where he coordinates the entrepreneurship curriculum. He is releasing a book in 2015, “startup vertigo” for new tech global ventures based on his experiences and teaching. Ray remains an entrepreneur first, and his most recent venture co-founded in 2014 was launched in Helsinki, Finland, the company is building solutions for cash management for the developing world that is deployed in Indonesia. He may be contacted at 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.
David Alper is a full time MBA student majoring in Entrepreneurship, graduating in May, 2015. Prior to working at the Field Center, he has worked in real estate, education, and for a number of small businesses. He is interested in working in the burgeoning natural/local foods industry in NYC after completing his MBA. David holds a BA in Geography from the University of Colorado at Boulder.