Archives: team-member

Mike Robertson is passionate about providing the resources to build meaningful teams, organizations, and products that “wow” customers. Mike thrives by working with others to solve complex problems — whether they are a market, social, or competitive problems. He is eager to work collaboratively toward challenging, new goals. Mike founded SageLink with the sole objective of partnering with founders, CEOs, and entrepreneurs to grow their software and service businesses through purposeful investments. Most recently he provided investment to ATS SaaS leader, Top Echelon and is currently serving on its board. After working as the CEO of EfficientHire and steering investments with dozens of growing technology companies as an investor and adviser with Accel-KKR, Piper Jaffray, and Lehman Brothers, Mike knows what truly drives value creation, durability, and company legacy—and it’s not branded capital or spreadsheet financial engineering. It’s product-market fit and how well a company delivers and multiplies value for all its stakeholders– customers, partners, vendors, employees, and shareholders – with a particular emphasis on customers. 

Mr. Wilkens is Senior Managing Director of Capital Markets and Global Partnering for Kallas Asset Management; the Private Equity arm of Kallas SA; a Brazilian real estate conglomerate based in São Paulo, Brazil.

Mr. Wilkens has a demonstrated history of managing balance sheets over $1B across numerous asset classes. Prior to Kallas, he was a short term interest rates trader for Goldman Sachs. He also co-founded Vine Street Trading, an investment management and futures trading firm and Blue Ivy Ventures; a venture capital firm that support’s Yale University’s entrepreneurial community.

Mr. Wilkens has led significant capital raises throughout the Private Equity Real Estate, Venture Capital and Investment Management space raising in excess $100mm+. He has a B.A in Political Science from the University of Arizona and an M.B.A from Yale University with honors.

Rachel is the Chief Executive Officer and a founding partner of Intrinio, a disruptive financial data platform launched in 2015. Based on the company’s Florida office, Rachel has overall responsibility for Intrinio including driving its strategy and position for long term growth.
She is an advanced, self-taught front-end web developer and a graduate of The Starter League Advanced web design course. Rachel graduated from the University of Wisconsin-Madison with a BBA in both Finance and Management and minors in Spanish and European Studies.
Rachel is a member of the Forbes Finance Council and a Board Member at CASA (Community Action Stops Abuse), the largest domestic violence shelter in Florida.

Jennifer is a Vice President at Edison Partners focusing on the firm’s FinTech investments, most recently including YieldStreet, Bipsync, MoneyLion, and Bento for Business. She was named to WSJ Pro Private Equity’s Women to Watch list in 2018. Prior to joining Edison, she was at Commerzbank evaluating select European equities for fundamental long/short investments. During her MBA, she oversaw VC investment prospects and strategic business development opportunities at the Associated Press.

Scott’s career has been focused on helping firms execute on ideas and grow efficiently.  This is why he and his co-founder created Stack, a lightweight digital product that provides startups with the building blocks to hone their sales cycle, sell efficiently and scale rapidly.

Scott has been fortunate to look at growth and scale from many different perspectives:  Consulting with Fortune 100 companies (IBM), running an 8-digit business unit globally at a FinTech firm (Dealogic), being the first non-founding executive at a startup (Bacharach Leadership Group), sitting on the investment committee and running the Executive-in-Residence program at a Venture Capital firm (SixThirty), running a consulting arm of a $2bn Wealth Manager and advising dozens of early-stage fintech startups on growth (Detalus).

Josh is the Founding Partner of Clearstone Enterprises, an early-stage venture platform dedicated to bridging “opportunity gaps” that prevent upward mobility in the U.S. and abroad. FinTech is one of the three pillars Clearstone focuses on, furthering access to capital for low-to-middle income individuals and SMEs.

Most recently, Josh was a member of Korn Ferry’s Global Asset Management & Alternatives Practice, where he participated in the founding of the Impact Investing practice and Transactions & Transformations (M&A) solution. He designed the Talent-Centric Acquisitions end-to-end M&A model for team lift-outs and buy-side acquisitions in Banking, Asset Management, and FinTech in addition to executing C-Suite and senior investor searches. Josh previously founded a technology company, which he sold in 2014.

Rich Robinson is a senior executive with over 25 years of experience in the financial industry, across operations and technology functions. Starting in Global Custody at Bankers Trust Company, Rich has worked in the front, mid and back offices at NSCC, Merrin Financial, The Bank of New York, Deutsche Bank Securities, and Omgeo. Post-crisis, he worked in a consulting capacity at Barclays and Morgan Stanley Smith Barney. At Barclays, he was responsible for integrating the 2008 crisis-acquired Lehman Equity desk. At MSSB, he ran a 4-year engagement managing the merger of Smith Barney’s order flow and distribution processes into Morgan’s trading desks. He held partner roles at EMC (now Dell) and Wipro in their Capital Markets consulting practices.

Ryan is the Director of Corporate Payments at Ripple. Ryan has over 17 years of experience across FinTech, treasury and capital markets. Ryan started his career in FinTech as a product manager at Parlano. Postgraduate studies at Northwestern, Ryan worked on the equity desk at Baird, building out the desk analyst team to add quantitative and thematic research to Baird’s award-winning fundamental research. Prior to joining Ripple, he managed the client and mid-market business for the Americas at Reval, a leading SaaS Treasury Management Systems. Over that time, he worked directly with customers and prospects on treasury transformation initiatives including in-house banking, cash-pooling and streamlining global payments.

athan is the Co-Founder & CEO of Radtab with an entrepreneurial mind and an action-driven leader with technical acumen as well as expertise in payment strategy and technology, cross-functional team leadership, and hospitality technologies. Always learning and looking to make the world a better place for all.

Dion Lisle is the Managing Director of his own consulting firm FACERE25, acting as the Rosetta Stone between Legacy Banks and the Fintech startups driving innovation. Dion is unusual in the Fintech world as one of the few thought leaders that have been on both sides of the Bank to Fintech divide. Dion has been an early employee in multiple Fintech startups including Voltage Security, which exited to HP for over $200M. Lisle has also been a venture investor for the largest bank, Citibank and the largest payments processor, First Data, putting to work over $30M in the capital. Dion acts as an advisor to large banks & FI’s to help them deliver innovation while also working with startups as an early-stage advisor.