Entrepreneurship, Mentoring & Investing After Liquidity
Presented By: Baker Hostetler and BNY Mellon Wealth Management
You’ve sold your business and taken money off the table … so, what’s next? Serial entrepreneurs discuss life after selling their businesses and how investing in and serving as mentors for scale-ups and other growing companies helps pay it forward.
Pete focuses his practice on mergers and acquisitions, financing and securities matters. He has extensive experience advising public and private companies in all aspects of acquisition, divestment and strategic investment transactions. Deeply ingrained in his clients’ businesses, Pete efficiently represents the interests of his clients during these transactions. Pete’s financing experience includes advising clients on a variety of equity and debt financing transactions.
BNY Mellon Wealth Management
Ronald has overall leadership responsibility for the region’s investment management, trust administration, business development and private banking businesses. He has more than 35 years of experience in the wealth management industry. Prior to joining the firm, he was with Key Bank National Association, where he was most recently the national sales manager for the firm’s wealth management division.
Cathy is president of JumpStart, where she works across all areas of the organization to help achieve the organization’s core mission. Alongside the CEO and other senior leaders, she helps to manage JumpStart’s relationships with collaborators, funders and other community partners. She previously served as JumpStart’s COO and chief relationship officer before becoming president. To JumpStart, she brought 20 years of experience in consumer and business marketing and business management.
CEO & Chairman of the Board
Spectrum Diversified Designs, LLC
Sheldon is founder, chairman of the board and CEO of Spectrum Diversified Designs LLC, which manufactures home organization products for rooms in the home and garage. All products are the company’s exclusive proprietary designs. Spectrum has been issued more than 500 patents in United States and China, where products are manufactured.