College of Business Advisory Board
Josephine Moran is executive vice president, head of retail banking at Provident Bank. Prior to joining Provident, Josephine was senior vice president, regional manager and retirement services program director at Webster Investment Services and executive vice president and director of retail banking at Columbia Bank. She was named one of the Top Women in Business in Staten Island in 2015.
Jim Betzig is chief executive officer and partner at TrinityPoint Wealth. Jim specializes in working with both institutional and high-net-worth clients; assisting in financial planning, asset allocation, tax-free investing, manager searches and selection and liability management. He also devotes much of his time to advising and serving 401(k) clients. Jim has been named one of Connecticut Magazine's top financial advisors from 2012 through 2016 and a Barron's Top 1200 Advisor for 2016 and 2017.
Cathy Bradley is owner and president of Cathy Bradley Enterprises, a consulting firm designed to help Fortune 500 companies transform their businesses to meet strategic business objectives. She also sits on the board of directors of Spoken Communications, a technology firm focused on cloud solutions for the customer contact space.
Mark is a senior tax partner practicing in KPMG's Boston and Hartford offices. He has 35 years of experience in tax planning and structuring transactions for public and privately held clients. Mark serves a broad range of multinational consumer and industrial companies. He advises clients on business transactions, including mergers, acquisitions and corporate reorganizations, consolidated returns, as well as accounting for income taxes under U.S. GAAP and IFRS and tax-related internal controls. His experience also includes representing clients before federal and state tax authorities and managing global compliance and reporting projects.
Joseph Catapano ’89 is vice president and chief accounting officer at Pitney Bowes Inc. He has responsibility for global consolidations, worldwide internal and external financial reporting, including the preparation and review of all SEC filings, coordination of the company’s compliance with the Sarbanes-Oxley Act and corporate financial policies and procedures, including the implementation of new accounting pronouncements and SEC rules and regulations. Prior to joining Pitney Bowes, he held finance positions with PepsiCo Inc. and was an audit manager with KPMG Peat Marwick in Stamford, Connecticut.
Susan D'Agostino received her MBA in International Marketing from University of New Haven in 1985 and has been a member of the College of Business Advisory Board since September 2015. She holds 2 senior level certifications in Human Resources and is currently the Founder and Principal of SLD Consulting Services, a firm providing consulting services in the areas of human resources, contracts, policy and compliance. Prior to starting her own consulting firm, Susan was Senior VP and Chief Administrative Officer for Harris Connect, a firm specializing in affinity programs for non-profits. Earlier in her career, she held management positions for several government contractors and equipment manufacturing firms in Connecticut and Massachusetts.
Michael J. Davis is a former Vice President and company officer of Nestlé, the world’s largest food and beverage company with a market capitalization of over $250 billion. Michael brought a unique blend of leadership development, financial, accounting, and tax expertise to Nestlé. He served as an officer for numerous Nestlé companies, including Nestlé USA Inc., Nestlé Purina Petcare Company, Gerber Products Company, and Nestlé Nespresso USA Inc. As an educator, Michael has served at the University of New Haven as an Executive in Residence for 12 years and most recently as the Executive Director of our Executive MBA program. When he is not at our university, he serves as a Chief Advisor and Tax Strategist for one of the world’s leading tax software companies. Michael was born and raised in Bronx, NY. He and his wife are both alumni of the University of New Haven, and they have two children.
Craig Douglas is a treasury consultant for Stanley Black & Decker, Inc. (formerly The Stanley Works). He previously served as vice president and treasurer and an executive officer for Stanley Black & Decker, until his retirement in 2017. Craig spent his entire career with Stanley on a path that has provided him with broad exposure to all facets of accounting and finance within a manufacturing company. Craig was named director of corporate finance in 1991, assuming global responsibilities for the core treasury function. In 1998, he was appointed treasurer with expanded responsibilities for real estate and risk management. He was appointed vice president in 2007 and executive officer in 2009.
Saul Factor is the President of Smith Drug Company and Burlington Drug Company, which are part of the J M Smith Corporation. Factor first joined J M Smith as President of the QS/1 division, a pharmacy technology company and was later named as head of the wholesale distribution operations. A pharmacist, Factor spent the first several years of his career practicing in both retail and long-term care settings before moving into sales and brand management with PCS and Eli Lilly. He was recruited to RxAmerica, where he was charged with developing the strategy and vision to improve the customer experience, creating a culture that placed the customer at the center of the organization. During his tenure as COO, the company's revenues doubled. Following that success, Factor joined McKesson Corporation as Senior Vice President of Global Generics. Factor was then named President, Global Sourcing and Procurement for McKesson Corporation. Factor is a noted turnaround specialist and has led culture change throughout his career with the belief that the customer must be the focus of a successful organization.
Alice Gao is senior vice president, head of commercial banking for ICBC USA N.A., a subsidiary of Industrial and Commercial Bank of China, one of the world’s largest banking and financial services organization. In this role, she is responsible for leading a multi-functional team to succeed on a global scale by achieving sales and profit targets.
Will Germain holds the position of senior investment officer at Ventas. He is responsible for originating, negotiating and executing acquisitions and development opportunities. He previously served as Director of Acquisitions and Investments for Lillibridge Healthcare Services, a wholly owned subsidiary of Ventas. Prior to Ventas, Mr. Germain worked at General Electric Capital Corporation where he held various roles in finance.
Baharom Bin Hamzah is group managing director and CEO of Romstar, a leading Malaysian-based provider of intelligent pipeline inspection services. The company, which he founded in 1997, works with many of the major suppliers of crude oil, including ExxonMobil and Shell, to detect structural issues before leaks in pipes can occur. The company designs, builds and operates high-resolution magnetic flux leakage (MFL) technology.
Kelly Haskins is Senior Vice President and Director of Community Banking Implementation Management and Operational Risk at Webster Bank. In her role, Kelly is responsible for the oversight of the project portfolio for the Community Bank. Additionally, Kelly manages operational risk and is the primary Community Bank liaison to the Enterprise Risk Management team at the Bank. She joined Webster in 1996 as a Product Manager for Investments (and eventually Insurance & Trust); in 1999 she led an initiative to form Websterâs Broker Dealer and Registered Investment Advisor. Additionally, Kelly undertook the lead for due diligence when Webster purchased the Trust Company of CT and Sachem Trust Company. For several years, Kelly managed both Trust and BD/RIA Operations and Technology when the units were combined from a management perspective. Prior to joining Webster, Kelly was an Account Executive at Dean Witter; an Institutional Marketing Associate at G.T. Capital; Trust & Investments Product Manager at Old Kent Bank (now Fifth Third); and a contracted Program Manager with EMC & LPL; Managing Director at Kehrer Associates and Chief Operations Officer for a credit union-owned BD.
Frank Hird is a licensed real estate broker with more than 28 years of experience selling and leasing commercial real estate locally, nationally and internationally. His experience includes representing major industrial and office property owners, investors and tenant/buyers for corporations and nonprofit organizations, new construction development, build-to-suit medial requirements and turn-key lab space development for bio-science companies.
Jeff L. Hubbard serves as Regional Manager, Commercial Banking and Senior Vice President for Liberty Bank. Jeff was President and Commercial Sales Leader for KeyBank's Connecticut and Western Massachusetts market. Prior to the acquisition of First Niagara Bank by KeyBank in 2016, Hubbard served as New England Regional President for First Niagara. Prior to TD Bank, Hubbard served as Senior Risk Officer for Bank of America. From 2002 to 2009, he was Senior Vice President and Manager for Webster Bank. And from 1993 to 2002, Hubbard was based in New Haven, CT serving in senior management positions with Fleet Bank and Merrill Lynch.
Mary is a Financial Advisor and Investment Advisor Representative at Barnum Financial Group. Prior to joining Barnum Financial Group, Mary worked in international sales, trade and investment serving as a Co-Founder of a software company, Skymira, and as a Senior Business Development Manager for the trade arm of the Australian Government, Austrade, both in Los Angeles and New York City.
Mike Maguire is a senior executive whose passions include leadership, entrepreneurship and forwarding nonprofit causes. Mike is Chairman and former CEO of Structural Graphics, a marketing services firm. He is a leading authority on the use and effectiveness of integrated direct marketing tools. Mike is also a partner in Ann Nyberg's Network Connecticut, a website whose mission is to connect, assist and inform the state's small business and nonprofit communities. He is Chair of the Board of Advisors for the Entrepreneurship and Innovation Program at the University of New Haven.
Kristy Palazzo is a Tax partner with PwC’s Private Company Services practice and is based in New York City. She has 20 years of experience in working on complex transactions and business issues facing both public and privately held multinational companies. Kristy has significant experience dealing with the unique needs of family-owned, private equity backed, and foreign inbound business ventures. She specializes in assisting privately held companies with federal, state, and international tax compliance services, income tax accounting matters, federal and state tax audits, and consulting on US federal and state minimization strategies. Her industry experience includes working with clients primarily in retail and consumer goods, manufacturing and service industries.
Christopher Puglia leads the US insurance tax practice in Deloitte’s New York City office. Chris consults large multinational financial service companies on a wide variety of areas including; acquisitions and dispositions, global tax planning, structuring, tax transformation, tax examinations, risk transfer analysis, foreign currency and attribute management. He has extensive tax accounting and financial statement audit experience with all basis of accounting including GAAP, statutory accounting, IFRS and embedded value.
Chris has extensive experience assisting clients with their global tax planning, compliance and transfer pricing requirements. He leads a team of global partners working with our largest and most complex clients.
Franklyn D. Reynolds was named to lead Berkshire Gas, in Pittsfield, Massachusetts in January of 2019 as its 11th President since the Company's founding in 1853. A 25-year veteran of the utility industry, Reynolds also serves as Vice President of Gas Integration for Avangrid Networks, where he leads the restructuring of the Gas Operations and Gas Engineering lines of business.
Franklyn retired from the Army National Guard after serving for 20 years.
Garrett Sheehan serves as President of the Greater New Haven Chamber of Commerce and Executive Director of the Regional Leadership Council, the regionâs advocate for economic growth. Garrett also serves as President of the Quinnipiac Chamber of Commerce, an affiliate of the Greater New Haven Chamber. Garrett worked on economic development at United Illuminating (UI) in New Haven and for Eversource as a liaison between the company and chief elected officials in 23 towns in Connecticut. Garrett is a licensed attorney in Connecticut and Texas. He served as an infantry officer in the Connecticut Army National Guard and deployed to Afghanistan in 2010.
Associate Dean, Associate Professor
Peter is President of Boulevard Building, Inc. located in Pittsburgh, PA.
Michele Solomon is the Managing Director of Operations NE at Marcum's New Haven, Connecticut office. She currently serves as the Managing Director of Operations for the New England Region. Previously, she had ten years of experience in the Assurance department at Marcum managing, conducting, reviewing and analyzing financial information for companies in a variety of industries including healthcare, not-for-profit, manufacturing, and pension plans.
David Sussman is the CEO and Partner of Schmitt-Sussman Enterprises (d/b/a PFP), the nation's largest distributor of individual insurance products sold directly to credit union members. Since launching his career with the company in 1995, David's focus has been on leadership development and the innovation of new distribution channels. As a result, PFP has continued to evolve its customer engagement strategy in concert with the changing behavior of today's consumer.
Eran Zalsman is the Founder & President of AcadeME an intelligent career development platform that empowers colleges and focuses on bridging the gap between the millennial students, employers and career development centers. In addition to AcadeME, Eran is Partner and CEO of Ashkenazy-Zalsman, an Israeli advertising and marketing agency, one of Israelâs fastest growing agencies. It serves major accounts like the Bank of Jerusalem, Israel Railways, Tel Aviv University, The Israel Federation of Chambers of Commerce and more. Eran has over twenty-five years experience in advertising and marketing has led many breakthrough campaigns for international companies like Yamaha, Motorola, SAP, DHL Toshiba and more. In addition, Eran has extensive experience and expertise in sensory marketing and advertising - a unique method based on the most comprehensive research ever done on that subject at Oxford University in England.