Team

I've had a wonderful group of people who have made up the Estate Legacy Vaults extended team over the past few years.  They are smart, they know their stuff, they believe in EstateVaults™ and our purpose -helping people take care of the business of their lives and enlarging their legacies for those that follow.

Karen Roche acting CEO brings considerable executive experience in managing software and professional services, especially financial services while establishing partner alliances and building revenue.  She tells the truth even when it hurts and couldn't be nicer about it.

Julie LeMoine has been an Internet security architect for over 20 years and has worked with military and intelligence agencies and Fortune 500 companies.  Today, she's CEO of UCHow selling the secure collaborative technology she's developed and providing high level umbrella security consulting.  Her product - secure digital environment (SDE server) has been called 'best of breed' by Forrester Research and she's one of the few female tech stars of New England.

Susan Foley seems shy but she's a star at business development.  Her prior experience at Standard & Poors, Digital Equipment, DMR, HP and ADL make her a veteran at the intersection of finance, health care and technology. 

John Fanciullo's 25 years of experience in financial services, as a bank president, consultant to insurance companies and accounting firms makes him invaluable in understanding how bankers think and don't.

Jim Jordan is a rising star, co-founder of Venture Advisors, bringing part-time first class accounting, legal and sales development expertise to smaller businesses.

Dick Buckingham is giving to promising young companies the benefit of his operating and financial management experience in technology, education, services and consumer products.

Linda Moulton is an international banker, now at BankNorth,  is always working on some new great deal and is one of the ultimate connectors.

Anil Khosla is a wonderfully kind lawyer (this is not an oxymoron) at Eckert, Seamans, Cherin and Mellott with 22 years of legal experience representing emerging growth companies and venture capital firms

Buz Allen is corporate and personal financial strategist in San Francisco with clients around the world who once built, owned and ran a radio station which was a natural given his wonderful voice.

Phil Doherty,  a database expert with a scottish brogue and a cheery smile.

Beverly McKie is one you turn to when you want to make sure something gets done right and on time.

Others who've contributed are

Carol Mofford helped me in the very early days at Initial Stage Consulting, but has relocated to Boca Raton, Florida

Deloitte and Touche is extremely supportive of early stage companies and has generously allowed us to use their conference rooms from time to time.

Holland and Knight, our corporate counsel has been extremely responsive and patient and for that special thanks to Richard Yanofsky

Brian Williams lives in Virginia and is a wiz who continues to help me with Moveable Type

Codi Traver, a technology wiz who started CIO Global to provide part-time CIO services has since relocated to Washington state.

Paul Lazay, a lovely man whose good advice in the early days is still appreciated.

Ann Christensen whom everyone knew at Fleet and Baybanks because of her skill and success in bringing in revenues through call centers has been most supportive, even though she's now in Phoenix with Charles Schwab.

The emerging high tech start-up group of The Commonwealth Institute has given me great support and better advice, especially Linda Kanner  and June Rokoff

No one knows more about marketing to financial planners than Lyn Zurbig and she's been very generous with her expertise and her insights.

Ann Kaplan, a long time college friend understands the importance of financial education, especially for women, and her 25 years at Goldman Sachs make her insights especially valuable.

Derek Sanderson, a hockey legend whose bad experiences make his financial advice really mean something to his client athletes, believes that EstateVaults™will make his services even more valuable.

Sydney Rice knows more than anyone how people can navigate both corporate and personal transitions if they pay attention to their top ten and how Prime Time opens up a whole new stage in people's lives.

Linda Crawford knows about good energy, how to get it unstuck, how to give it and she does.

Ellen Bender's contagious enthusiasm and willingness to help is more impressive than her remarkable experience at the intersection of health care policy and the law.

Pat Lentell's desire to really know his clients and their lives makes him a financial planner and advisor you can only wish you had.  From the earliest days, he's been one of the biggest supporters because he understands what EstateVaults™ could mean for his clients' lives.

There are many others who have encouraged me along the way, too many to mention, except by group, the MIT Enterprise Forum, the Technology Capital Network, my Prime Time group and even my Smith College book club.
Did I mention my Mom?  A bedrock of quiet support.