Some of our past and current Mentorship EDGE mentors include:
As CMO and a member of the SAP Concur executive leadership team, Kim leads multi-national marketing teams responsible for omni-channel product marketing, digital, brand, communications, customer success, demand generation and market-expansion. Kim has a long history with SAP Concur, recently rejoining as vice president of global marketing centers of excellence, and from 2008 to 2013, she served as vice president of corporate marketing for Concur. Kim is passionate about breast cancer awareness and prevention, and actively serves as a board member and volunteer for the Susan G. Komen Puget Sound organization.
Principal Technical Architect
Harvey has 20 years of experience in the infrastructure operations, engineering, architecture, and automation space. He’s worked in the healthcare, public transportation, high end fashion retail, and consumer cloud industries.
Harvey is a strong believer in and practitioner of the DevOps culture and finds joy in helping others discover the art of the possible when it comes to infrastructure at scale.
Outside of work Harvey immerses himself in baseball, cycling, the great outdoors, sneakers (yes, he’s a sneaker head) and exploring new and different culinary adventures alongside his wife and two children.
Harvey on Mentorship
Harvey attributes many of his successes in his academic and professional career to have passionate and empathetic mentors willing to assist and work along side him. He is a strong proponent of mentorship programs and is always willing to lend a helping hand because being a mentor is not only about teaching, but learning from your mentees as well.
Lewis Carpenter is the Chief Marketing Officer for Auth0. As CMO, he is responsible for all marketing operations for the company. Lewis brings over 20 years of experience in building and leading successful companies.
Yi Ping (Y.P.) Chan
Owner and CEO of Avidian Technologies Inc. and Principal of Chanden Inc.
Mr. Y.P. Chan is current a principal at Chanden Inc. focusing on investment and business advisory services primarily in Greater China and the United States. He is also a CEO and owner of Avidian Technologies Inc, a Seattle based CRM software company with 15 years of history. Y.P. has over 20 years of experience in business management, entrepreneurship, investment and education in USA and Greater China. He has management experience in running companies that range from start-ups to be a CEO of an US publicly listed company. He is a mentor, shareholder & consultant for innovation award winning Seattle start-up engaging on development of nano-imaging products and services winning a NASA contract deploying it in the International Space Station and providing robotic and automation solutions for brain scanning to world class brain research institutes in the USA. He obtained both his MBA and MSEE degrees from Columbia University under IBM sponsorship. He worked at IBM Poughkeepsie Laboratories as an electrical and computer engineer at his early professional career. He worked at TRW and Honeywell.
He is currently an advisory board member of The University of Washington Bothell School of Business, a Visiting Executive Lecturer in the Darden Business School, an advisory board member of the Albers Center for Global Business at Seattle University, a lecturer at MBA program on “Practical Entrepreneurship and Venture Investing” at Shanghai University, a Practical MBA Mentor at Tianjin University and a Part-Time Professor at Southwest University of Science and Technology in China.
Connect with Y.P on LinkedIn
Y.P. on Mentorship
Mentorship is part of YP’s primary focusing on education because meritocracy in education in both China and USA allowed him to go from living below poverty in Hong Kong and New York City to being an CEO of a public listed company in 23 years. He wants to contribute back to next generations in both USA and China.
Y.P. has been involved with mentorship and lecturing for the past 15 years in USA and China. In 2019, he interacted and taught total of about 1,000 students (most of them MBAs), executives, and government officers in four universities and seminars in USA and China.
Senior Financial Analyst
Geovany was born and raised in Los Angeles. Unlike most of his peers, Geovany took a year and half off after high school to work and help his family financially. He never knew if and when he would return to school. It was the mentorship and encouragement of the right people which helped him start at Cypress College and then transfer to the University of Southern California (USC). Geovany is a first generation college student and understands the obstacles and challenges first gen students face. While completing his bachelor's degree in Business Administration, he interned for two summers at Wells Fargo. Ultimately, he decided to leave sunny Los Angeles to start his career at Microsoft in their Finance Rotation Program. His experience and skillset includes financial services, gaming finance, strategic management, and business leadership.
Geovany on Mentorship
"I have always felt in debt to the mentors which guided me and gave me their advice. One of them told me the best way to 'return' the favor is to pay it forward and mentor others. I'm excited to connect with students whom maybe facing similar obstacles I overcame. I want to impart my experience but also learn from all my mentees."
President and CEO
Richard "Rich" Fabian joined FUJIFILM SonoSite in January 2017, bringing more than 20 years of Healthcare leadership experience. As President and Chief Operating Officer, Rich leads all aspects of the global business. Prior to joining FUJIFILM SonoSite, Rich served with Philips Healthcare for 15 years where he held various executive leadership roles, including Vice President of Sales and Marketing for North America, Vice President and General Manager of a Global Business Unit, and Vice President of Marketing for Imaging Systems. He built high performing teams that consistently delivered strong business results. Rich earned his MBA from the University of Pittsburgh’s Katz Graduate School of Business and a B.A. in Economics from the University of Michigan.
Director, Management Consulting
Tony Gepner is the Director of Management Consulting for the CORTAC Group, overseeing all consulting services for clients in the Seattle area/western U.S. His expertise is in leadership, process reengineering and program management. He is a certified Lean /Six Sigma Blackbelt, and most importantly, an alumni of the UW Bothell MBA program (2005).
Director, Trading West
The Energy Authority
Scott Gleason manages all Northwest real-time trading and California ISO (CAISO) Schedule Coordinator activities that The Energy Authority conducts on behalf of its clients in the WECC. Mr. Gleason is also responsible for their energy and load scheduling. He leads daily and real-time optimization of clients’ generating portfolios, which include over 600 MW of wind and solar power from Harvest Wind, White Creek Wind, Nine Canyon Wind, Combine Hills Wind, Five Points Solar, and Giffen Solar facilities.
Mr. Gleason joined TEA in 2006 as an Energy Trader executing real-time transactions. In 2008, he became Technical Coordinator, managing projects for both day-ahead and real-time power activities before being promoted to Manager of Power Management.
Prior to working for TEA, Mr. Gleason was a Fire Controlman for ten years in the United States Navy. He holds a master’s degree in business administration from the University of Phoenix/
Scott Gleason on Mentorship
"I am excited to be a part of the UW Bothell Mentorship EDGE program, as it allows me to participate in the development of society’s future leaders. I have had the luxury to develop leadership skills thru trial and error working in restaurants, assembly lines, the US Navy, and now in the energy industry. I love to share the things I have learned to be successful, as well as the often-humorous lessons I learned thru failure. My goal to help students and young career professionals find their way."
President & Co-Owner
A passionate entrepreneur and leader, Thomas Goos is the President and Co-Owner of Image Source, a nationally recognized branded merchandise agency. Thomas’ key responsibilities include strategic direction, overseeing daily operations and financials as well as major client relations and supplier partnerships. With 19+ years of branded merchandise experience, Thomas is a true industry leader and expert.
Thomas is a founder and partner of Reciprocity Road, an industry buying group comprised of eight elite branded merchandise agencies. He is a Past-Chairman of the board for the branded merchandise industry’s national trade association, Promotional Products Association International (PPAI). Thomas is a former two-term President of the Northwest Promotional Marketing Association (NWPMA), a regional industry association. He was recognized by the Puget Sound Business Journal’s award program, 40 Under Forty. Thomas is an industry thought leader who is regularly featured in promotional products media and magazines.
Thomas has a B.A. in Marketing and Management from the University of Washington Bothell. He is a passionate endurance athlete who competes in triathlon, duathlon as well as cycling and running events. Thomas has competed in several national championships in both triathlon and duathlon and recently qualified as a member of Team USA for the Duathlon World Championships in Denmark in 2018. Thomas’ passion for real estate and cars is only rivaled by his tenacity for any competitive game or sport.
Founder & CEO
An inspirational and proven leader, Brian is the Founder & CEO of Image Source, based in Kirkland WA, and a 25 year promotional marketing industry veteran who leads by example. Known by clients and suppliers alike for his vibrant personality, Brian is a big thinker who lives by the motto “anything is possible” and is a positive influence on everyone he meets.
Brian’s passion and focus at Image Source is helping clients build brand equity and drive performance. He is also very engaged in business development, building partnerships, mentoring sales teams, recruiting great people, sales and motivational speaking, and keeping innovation and differentiation alive at Image Source.
Brian’s career has often been recognized by the Puget Sound Business Journal, being named one of their Forty Under 40 entrepreneurs and business leaders, and under his leadership, Image Source was honored as one of the Fastest Growing Private Companies in the state of Washington. Image Source has also been recognized as one of the Top 100 branded merchandise agencies nationally, and was previously honored by Seattle Business Magazine, Puget Sound Business Journal, Counselor, and PPB Magazine as one of Washington’s, and our industry’s, Best Places to Work.
Brian’s focus and success can be attributed to his four pillars in life: Family, Faith, Health and Business. A 1989 School of Business graduate of Pacific Lutheran University, Brian maintains an extremely active lifestyle. This includes hiking, biking, running, dog walks and his daily 5:30 am fitness classes. Brian resides in Kirkland, WA and his son Austin is a junior at Northern Arizona University in Flagstaff, AZ, and his daughter Bailey is a freshman at University of Oregon in Eugene, OR.
Founder & CEO
Simplicity Consulting, Inc.
Lisa is Founder and CEO of Simplicity Consulting, a marketing talent agency servicing Fortune 1000 companies. In 2011, Inc. It has been listed on Inc. 500/5000 as one of America's fastest growing private companies for three consecutive years.
Senior Director, Business Development (Western Region Head)
Ganesh Iyer, is Senior Director, Business Development (Western Region Head) at Crown Bioscience, a premier drug discovery services company focusing on oncology, inflammation and metabolic diseases. He has more than a decade of experience in life sciences business development and prior to that in research and development. He has worked in small start-ups as well as large organizations (e.g. Microsoft) and this has given him a very diverse experience that is helpful in adapting to the current constantly changing work environment. His current focus is to expand Crown's portfolio and set the company on a more strategic growth plan. Outside of work, Ganesh enjoys theater and film, trying out different cuisines and cultural experiences and walking his dog at Marymoor.
Senior Assurance Manager
Leigh is the Senior Assurance Manager with Falco Sult, having joined the firm in August
2011. She provides the firm's business clients with financial reporting and consulting
services and leads the firm’s recruitment activities. She is a Certified Public Accountant
(CPA) as well as a Certified Management Accountant (CMA).
Leigh received her Bachelor of Arts and Master of Professional Accounting degrees
from Western Washington University. She also holds an Associate of Arts and Technical
Arts degree in paralegal studies.
Leigh is an active member in the Theta Phi Chapter of Beta Alpha Psi at Western
Washington University, which is the International Honors Organization for Financial
Information Professionals. She is also an active member of Beta Gamma Sigma which
is the honor society for business students and scholars, the largest alumni group in the
world for graduates of business programs. In the past, she has provided volunteer
income tax assistance in the Volunteer lncome Tax Assistance Program (VITA) to assist
low‐income families in preparing their income tax returns free of cost.
Leigh is a former member of the AFWA (Accounting and Financial Women’s Alliance)
Bellevue Chapter and served on their Board of Directors as the Publicity Director,
Program Director, and Scholarship Chair. She is also a former member of Snoqualmie
Valley Women in Business.
Leigh on Mentorship
I am excited to be a Mentorship EDGE mentor because I wish I had someone to connect with on this level when I was an undergraduate. As a student, you meet professionals at events and maybe have coffee or an office tour or lunch, but there just isn’t always the opportunity to create a mentorship relationship. This program gives the perfect opportunity to connect with the purpose of mentorship! I am very open to sharing my experience in this industry and want to create a safe space for students to ask questions!
Head of Acquisitions and Alliances
As Head of Acquisitions and Alliances Support, Mahmood leads the Google Cloud Customer Support acquisition team responsible for due diligence to complete integration of the companies that Google Cloud buys. Him and his team manages global customer support for all acquisitions made by Google Cloud. Mahmood has a long history in customer support and software industry working in various leadership roles. Prior to joining Google, Mahmood held many senior leadership roles in customer support, engineering, and business management in his 19 years of service at Microsoft. Mahmood was awarded the Circle of Excellence, Platinum Club Award at Microsoft for his outstanding contribution as senior director of M&A support.
Mahmood is passionate about creating harmonious communities leveraging the best in people, irrespective of faith, sexual orientation, race etc.. He is the founder and current board of trustee of Muslim Association of Puget sound, which is one of the largest organization in US and is build on the principle of welcoming all and serving for the common good while adhering to your faith. Mahmood is an alumni for UW bothell completing two master degrees. MBA and MS ( Cyber Security).
Connect with Mahmood on LinkedIn
Business & Marketing Operations Program Manager
Ash is a driven, entrepreneurial, professional with a passion for optimizing processes and a thirst for interesting challenges. She has a breadth of professional experience across sales, marketing, consulting, business operations, program management and software engineering working locally and globally with startups, small businesses, non-profits and large corporations. She is an alumnus of the 2017 MBA program where she served as the President of the MBA Association and founded the Pacific Northwest MBA Conference. She is currently working as a Business and Marketing Operations Project manager at Microsoft.
Business Services & Outstanding Practice Leader and Senior Manager
Born in Plattsburgh, New York, Brittany spent the bulk of her childhood on the east coast, in both New York and South Carolina. She moved to Washington state in 2013 where she met and married her husband, Michael, who was actively serving in the U.S. Navy. As a non-traditional student, Brittany began her academic path by serving as a military spouse, working full-time and juggling a full-time class schedule. Despite numerous family hardships, she was able to earn her Associate's Degree in Business Administration from Everett Community College in 2015 with accolades that include being awarded the 2015 Distinguished Graduate Award for the Accounting Department. In 2017, she earned her Bachelor of Business Administration Degree in Accounting from the University of Washington Bothell, where she graduated on the Dean’s List.
With a strong interest in business growth, Brittany started her career in public accounting in 2014 at Clifton Larson Allen. Brittany helped develop and grow their Outsourcing Department, providing accounting solutions for various industries in the Puget Sound. After three successful years at Clifton Larson Allen, Brittany joined Sweeney Conrad, P.S., as an intern in taxation, before moving into an associate role that combines her passion for both tax and client accounting services.
Brittany now leads BDO's Business Services & Outsourcing Practice located in Seattle, WA. With technology transforming the accounting industry, she continues to develop best practices that help the firm transform from pure compliance to next-level advisory services. Within the firm, she manages professionals who provide cloud-based business and accounting solutions that include paperless invoicing and bill payment solutions, integrated payroll and expense reporting, fixed asset management, month-end close reconciliations, financial statement preparation, and more.
With more than eight years of experience in the accounting industry, she has spent her career serving clients in various industries including real estate, technology startups, professional services, and consumer products. Brittany is passionate about providing clients with a deeper understanding of how to make their businesses more successful through technology and numbers.
Brittany loves being able to mentor and coach other young professionals in the accounting profession. She previously served as the the Vice Chair for the Washington Society of CPAs (WSCPA) Bellevue Chapter. When Brittany is not in the office or volunteering, she enjoys spending time with her husband and five children. She is an avid Bunco player, and is a huge Husky and Seahawks fan. She currently resides in Lake Stevens.
Maloney Aerospace Advisors
Jay Maloney is President of Maloney Aerospace Advisors, where offerings include advising airlines, MROs, OEMs and adjacent industries (e.g., marine, space, oil/gas) on development and implementation of strategic and tactical solutions.
Jay spent 17 years at Boeing becoming a seasoned executive. He was instrumental in architecting new program offerings and new services platforms providing leadership and oversight of integrated teams consisting of sales, contracts, legal, marketing and supplier management. He is a deliberative and strategic leader proficient at people and project management, and adept at issue resolution and solution approaches. Jay is expert at applying statistics and data to innovative approaches with a strong commitment to achieving organizational goals. He is focused on budgetary efficiencies, team dynamics, scalability and operational success. Jay has a proven track record in helping ensure strategic elements are understood and accepted by key stakeholders resulting in successfully integrating complex operational and business models with customers and internal stakeholders.
Jay has over 30 years of aerospace experience, beginning his career as an aerospace instructor on electrical systems, before accepting a position at Continental Airlines in Pilot Training. His career then took him to the Pacific Northwest working for Alaska Airlines, where he rose to the position of Director of Engineering. During his 17 years at Boeing he rose to the position of Vice President. He retired to start his own consulting business in 2017. As a consultant, Jay enjoys applying his expertise to help organizations improve operational performance and achieve their business goals.
Jay on Mentorship
"Working with young professionals and helping them believe in themselves to build self confidence and achieve their full potential is very rewarding. By sharing my my career trajectory through the EDGE mentorship program, I can help students as they explore career paths that will fulfill their aspirations and life goals. I do this by sharing my career trajectory, successes and failures. I take them through how my career passion was a guiding light for moving beyond entry level positions into executive level positions. I focus on failures as much as successes to express the need for moving beyond perceived limitations. Through this, the students help me view and think about the current business environment they face in different ways. I get as much or more out of the mentoring sessions than the students, but my goal is to make each session as rewarding and enriching an experience as possible for the students. "
Founder & CEO and Vice President of Legal Management Consulting
Duff & Phelps
Shesh Mathur is a senior IT leader and a disruptive entrepreneur who believes in solving business problems in the most expeditious and elegant manner. Currently, as VP, Legal Management Consulting at Duff & Phelps, he uses this philosophy as the guiding principle to implement and deliver successful Contract Management solutions for enterprise clients. Shesh also like to implement customer-centric design principles by using a combination of technical skills and business savvy.
In the past, Shesh has held senior leadership positions at large organizations (e.g. Microsoft and AT&T) during his 21 years of experience in the industry. He has also founded and led startups with the goal of challenging existing paradigms of ‘run business’ to deliver innovative B2B apps. He has deep experience in the areas of Business Development, Technical Program Management, and Business Strategy Development.
Shesh on Mentorship
“I believe mentoring is important because I’ve seen the positive impact mentors have had on my career. One of the best ways to make this world a better place is to pass along the knowledge, wisdom, and experience to others. It is quite rewarding, for me, to see how I can influence the future generations and contribute to make their lives more meaningful.”
VP, Client Services
Simplicity Consulting, Inc.
Carrie is the Vice President of Client Services at Simplicity Consulting. She started her career in PR & communications at notable agencies like Waggener Edstrom and Edelman, crafting creative narratives to shape perceptions for global tech and entertainment brands. Carrie joined Simplicity’s leadership team in 2011 to help individuals and organizations achieve more. Her strength, passion, and leadership helped land Simplicity on the Inc. 500/5000 Fastest-Growing Companies list for five years running, and her focus on relationships has helped the company grow through referrals. Outside of work, Carrie is the proud mom to twin teenage boys; founder and host of the Purpose Lounge podcast; and an integrative-nutrition health coach who helps busy working moms thrive, not just survive.
Connect with Carrie on LinkedIn
Subscribe to the Purpose Lounge podcast
Carrie on Mentorship
"I care deeply about our early in career population. So much so that I launched a podcast (Purpose Lounge) in an effort to speak directly to our younger generations about purpose and work/life fulfillment. Through my work at Simplicity Consulting, nothing motivates me more than helping individuals find and DO the work they love. I am a veteran communication professional who started out at one of the most notable PR agencies in the PNW, Waggener Edstrom. I have traversed a long and prosperous career doing work that I love and have never taken the conventional path. I have mentored many a student and early in career professional, and have found that by taking an active listening approach, and applying some basic skills to the discussion, typically and more often than not, success formulas are created and executed. From there, it's all about serving as an accountability coach. My personal goal is to help as many young people discover their authentic voice, connect with their purpose, and ignite their passion!"
Phillip "Flip" Morse
SVP, Corporate Resources
Flip Morse is Senior Vice President at Nintendo of America Inc. He oversees all Human Resource functions. Flip is very active in charitable causes, currently serving as board president of Susan G. Komen for the Cure, Puget Sound Affiliate.
Director, Partner Marketing, New Device Categories
Molly O’Donnell is Director of Partner Marketing, New Device Categories, Microsoft. Here she helps to identify, operationalize and scale new device categories and teams. Molly is responsible for creating a product GTM and campaign strategies for new device offerings, with the goal of taking them from incubation to mainstream adoption -- ultimately providing growth, innovation and new revenue streams for the company.
Prior to her current role she was the Chief of Staff for Microsoft’s Global Consumer Channels Group (CCG). In this Chief of Staff role, Molly served as a key communications manager, business advisor and people counselor for Jude Buckley, Corporate Vice President of the CCG global group. The CCG group consists of more than 1200 people located in 40+ countries who are in charge of marketing and selling our consumer products --Xbox, Surface, Office, Windows and Lumia Phones - to consumers around the world. CCG’s mission is to inspire consumers to choose, buy and love to use Microsoft’s products and services.
Before serving in the Chief of Staff role, Molly directed consumer influencer marketing/PR communications campaigns designed to help excite, recruit and activate fans for Microsoft’s consumer brands, namely Xbox and Windows Phones.
Molly’s awards include:
- Microsoft Circle of Excellence, and Chairman’s Award
- Obsession Award for Leadership Excellence
- Spotlight Awards: Creative Collaboration; Living the Culture
Sr. Vice President & Business Head - Pacific Northwest
USA Global Head - Strategic Technology Business
Pritam is the business head of the Pacific Northwest region with P&L responsibility and is the global head of the Strategic Technology Business for the company. He is currently focused on transformational growth trajectory for the company in our region. Prior to joining Tech Mahindra, he has held leadership roles in Cable & Wireless, Tata Teleservices and Data Access - PCCW. He earned a bachelor's degree in engineering in Computer Science from University of Pune, Masters in Marketing Management from University of Pune and a program for leadership and management from Indian Institute of Management - Calcutta (IIM-C). Pritam is devoted to diversity and inclusion with a particular interest in supporting women leaders in technology. He serves on the advisory board of several educational institutions in India.
TB & HIV Team, Associate Program Officer, HIV Prevention Coordination
Bill & Melinda Gates Foundation
Josie Presley joined the Bill & Melinda Gates Foundation in 2012 and currently serves as an Associate Program Officer on the HIV team, providing strategic coordination across the team's HIV prevention delivery portfolio as well as the team's engagement in Kenya. With a focus in southern and eastern Africa, she oversees the foundation's investment in a proven HIV prevention product, oral pre-exposure prophylaxis (PrEP), and leads an effort looking into social and cultural barriers that impact people living with, and most vulnerable to, HIV.
Before joining the foundation, Josie worked in several diverse settings as a program and project manager, including serving as the program director for a nonprofit organization which matched low-income seniors and adults with disabilities with in-home services provided by local volunteers. Josie holds a BA in cultural and religious studies from Western Washington University and an MBA from the University of Washington.
Josie on Mentorship
"Throughout my career I have benefited greatly from mentorship, both as mentee and mentor. I look forward to participating in the EDGE program to work with students and help them see what might be next for them in their careers, schooling, or life in general. My own career path has been a meandering one, and I enjoy supporting people as they think about changing direction or getting creative about finding their passion in their work."
VP, Branded Retail Sales Operations Services
Dara Sadri is the VP of Consumer Markets Steering for the Retail channels of T-Mobile & Metro by T-Mobile responsible for the operational execution for frontline compensation, business analysis, reporting and governance. In his role he manages a compensation budget of over $6 billion dollars, develops strategy for 15 thousand points of distribution and manages the frontline experience for over 70 thousand frontline employees. Dara has over 17 years of sales operations experience and has held roles in operations, strategy, & marketing during the course of his 10+ year career with T-Mobile. Prior to joining T-Mobile, Dara was a small business owner in real estate and home lending for 4 years. Dara completed his bachelor’s degree in business from the University of Washington, Bothell and received his MBA from Seattle University.
Dara on Mentorship
"I am incredibly excited to be a mentor for UW Bothell students. The impact my own mentors have had to inspire me to continue forward in my career and further my education has been tremendous. I hope to honor those investments others have made in me by doing the same for the future generation of UW Bothell graduates that are ready to take on the world!"
Marketing Automation Systems Specialist
Erika is a data-driven marketing leader with a passion for optimizing system processes. She has a wide range of professional experience across marketing, sales and operations. She is an alumnus of University of Washington Bothell where she earned her Bachelor in Business Administration Degree with a focus in Marketing. She is excited about the emergence of new technology and finding ways to implement them into her day to day. Recently, she enrolled in University of Washington’s Data Visualization Certificate program to become more proficient in Data Analytics practices. She is currently working as a Marketing Automation Systems Specialist at Tableau.
Connect with Erika on LinkedIn
Erika on Mentorship
“Mentorship has always been important to me. My first exposure to mentorship was in a coach capacity, teaching kids how to play tennis and then going on to coach volleyball at my alma mater, Woodinville High School. While attending UW Bothell, I had the opportunity to serve as the head of the BOLD organization’s Marketing team, which stands for Business and Organizational Leadership Development. During this time, I interfaced with faculty and C-suite executives of local companies to transform the lives of students, bringing them into real world and professional experiences. This organization gave me confidence in myself as a student and aspiring professional while connecting me with an internship at Simplicity Consulting that paved my way forward. Now graduated and finding purpose in my career, I enjoy mentoring students from high school to early on career professionals by providing tips on interviewing, networking and building confidence in yourself.”
Founder and CEO
Swift HR Solutions
“Shannon’s specialty is taking dumb, distracted entrepreneurs by the hand and showing them how to put the human systems in place to build a real company. A company that has health benefits, a comp system, a 401k, awesome recruiting, and, most importantly — values.”
Rich Barton, Chairman & CEO, Zillow.com
Shannon Swift is the CEO of Swift HR Solutions, Inc., a provider of strategic HR services and products for early stage companies. Shannon has more than twenty years of human resources experience, combined with successful executive level management and business development roles. Prior to starting Swift HR Solutions in 2004, she held executive HR roles at GoAhead Software, Nastech Pharmaceutical, and Health Team Northwest, formerly Home Health Care of Washington. She has also held senior level business development roles in outsourcing firms TriNet VCO and PMSI.
Shannon’s passion and expertise is in facilitating effective growth/building capacity in organizations. She has extensive experience in growing human resource infrastructure from start up or early-stage to mid-size, mid-stage organizations. Shannon also opened, developed, and managed TriNet VCO’s first successful branch office (in Bellevue, Washington), after which she added managing four other branch offices around the country. She works effectively with executive teams and boards of directors to ensure that all HR efforts and results are aligned with corporate values and organizational objectives.
Shannon holds a B.A. in Psychology, with a business supplement, from the University of Washington, and has achieved life time certification as a Senior Professional in Human Resources (SPHR). She is past president and a current member of the Lake Washington Human Resources Association (LWHRA), a chapter of the Society for Human Resource Management (SHRM), and was named Chapter “Member of the Year” in 2002. Shannon is a member of Entrepreneur Organization (EO) and currently serves on the Seattle Chapter Board. She is also a current Board member of the Washington Technology Industry Association (WTIA) and served on the Board of the Northwest Entrepreneur Network (NWEN) from 2007 – 2013, where she was Chair of the organization from 2009 – 2011. Shannon was recognized as one of the 2009 “100 Top Women in Seattle Tech” by Tech Flash, and was also honored with the “Best Service Provider to Start Ups” award by Seattle 2.0. Shannon is a frequent public speaker on various human resources issues and “best practices”.
Director of Auditing
A CPA, Tom is the shareholder in charge of Clark Nuber’s audit and assurance department. His leadership, efficiency, project management skills and keen ability to present profit opportunities to small businesses make him an invaluable asset to his clients.
Jason William Therrell
Senior Vice President - Wealth Management, Portfolio Manager
Jason’s wealth management career started in 1996. A lot has changed during that time, but one thing that has remained the same is Jason’s commitment to helping his clients grow and protect their wealth. He partners with them in many aspects of their financial lives and takes his role as an investment advisor very seriously. Jason takes great pride in navigating each client through the best and worst economic times.
At an early age, Jason was interested in investments and financial markets. At seven years old he invested money he earned from recycling cans into a savings account. He loved the feeling he got when the bank teller would stamp his passbook savings account showing his accumulated interest. He purchased his first mutual fund at fourteen years old and his first stock at age eighteen.
As the son of two educators its in his blood to never stop learning. Looking for a challenge, Jason started his post-secondary education the at United States Air Force Academy. After two successful years he confirmed finance, not flying, was the career for him so he transferred to the University of Washington and earned a Bachelor’s Degree in Business. In addition, he’s obtained the Chartered Retirement Planning Counselor (CRPC) and Chartered Retirement Plans Specialist (CRPS) designations from the College for Financial Planning. Most recently he’s continued his education at Yale University with a two year executive program focusing on risk premia and efficient portfolio management. Jason understands the financial world is constantly changing so he must grow and change with it.
Jason and his wife, Katie, spend most of their days chasing around their two boys, Bear and Kingston. They enjoy loading the boys in backpacks and hiking until they run out of daylight or energy, whichever comes first. Board-games, puzzles, movies, and BBQ’s are part of a typical weekend at the Therrell’s. They are a family who loves their Northwest teams, but most of all, they simply appreciate spending time with family and friends.
Jason on Mentorship
“I'm excited to be a mentor because so many people mentored me throughout my life and it's fun to give back.”
The Kavi Group
Cem is currently a Management Consultant with the Kavi group. Cem has advised clients in the private sector for 20+ years and provided consulting services in operations management, risk management, business continuity, process improvement, and project management. He has led the design, implementation, maintenance and administration of business continuity programs in the U.S. and internationally. His business continuity experience includes performing risk assessments and business impact analyses; developing recovery strategies; creating business continuity, disaster recovery, emergency response and crisis management plans; designing testing and maintenance programs; conducting exercises including walkthroughs and full-scale simulations; conducting maturity assessments and internal audits; and implementing training and awareness programs.
Cem was a Business Continuity & Disaster Recovery Manager for 9 years at a large bank holding company specializing in credit cards, home and auto-loans, brokerage transaction, banking and savings products. He drove all departments to identify risks and vulnerabilities within processes, work flow and data access; worked with subject matter architects and experts to promote recoverability in architecture and design alternatives; provided project leadership between technology groups and other business functions, emphasizing regular and direct communication; and conducted quarterly testing of remote recovery functions for staff and Critical IT systems. Cem is a certified Red Cross Provider and a certified business continuity professional (CBCP) via DRII since 2007. He holds a MBA from Eastern Washington University. Cem is fluent in English and Swedish and is conversant in German.
Tax Principal in Charge - Seattle
Ken has served as a trusted advisor to private businesses, their owners, and high net-worth individuals for over 28 years, providing tax, accounting and advisory services, with an emphasis in transactions within and between flow-through entities and owners.
Founder & President
Wright Wealth Management
Rob is Founder and President of Wright Wealth Management, a Registered Investment Advisor serving clients throughout the Pacific Northwest, California and Arizona. He has 28 years of experience, and has held previous positions with Charles Schwab & Co., including Managing Director for Schwab Private Client Services and Branch Manager in Bellevue, WA. Rob is both alumni and an Adjunct Faculty member of the University of Washington Bothell School of Business, where he teaches Investments and Corporate Finance and graduated summa cum laude with a B.A. in Business Administration with concentrations in both Finance and International Business.
Port of Seattle
Tay Yoshitani lead the Port of Seattle as its CEO from 2007 to 2014. During his time he He carried out policies set by the Port Commission. He lead the Port’s operating divisions, including the 6th largest container port in the nation, and Seattle-Tacoma International Airport, which welcomed more than 32.8 million passengers in 2011.
From 2004 to 2007, Yoshitani served as Senior Advisor to the National Association of Waterfront Employers, providing industry expertise on port security and environmental issues. From 2001 to 2004, as Executive Director of the Port of Oakland, he led a significant expansion of both the seaport and airport, overseeing environmental permitting and planning that enabled the airport expansion to use “green building” technology. He served as Oakland’s Deputy Executive Director from 1998 to 2001. He is credited with creating the first master plan at the Maryland Port Administration, where he served as Executive Director from 1995 to 1998. As Deputy Executive Director of the Port of Los Angeles, 1989 to 1995, he oversaw the creation of the West Coast’s largest dry bulk export terminal.
Yoshitani is a U.S. Army veteran and Bachelor of Science graduate of the United States Military Academy at West Point. He earned his MBA at Harvard Graduate School of Business Administration. He serves on the National Center for APEC Board and on the boards of Seattle civic and trade-related organizations.
Daniella Young is an organizational behavior and culture strategy consultant, and a renowned international speaker and leadership development coach. She helps CEOs and business leaders develop and employ an intentional growth culture strategy in their organizations. She gets very granular with her clients on how to strategize and execute a culture strategy, as well as how to employ tools, tactics and checkpoints along the way, so that they don’t get off track. Daniella has unparalleled insights into Organizational Behavior from real world experience.
Daniella is the host of the cavnessHR Culture podcast, where she interviews stand out leaders across industries and sectors to learn their best shared secrets for cultivating culture and developing the leaders of tomorrow.
Daniella helps to run Bunker Labs Seattle, a non-profit that helps veterans and military spouses start and grow their businesses.
Daniella is a published author, TEDx speaker, combat veteran, Army wife and mom, and has worked extensively with transitioning veterans and military spouses.