Dan began his career working for early-stage high-tech companies in Boston before moving to Pittsburgh to earn an MBA from Carnegie Mellon University in 2003. He has helped to build a series of successful robotics companies, beginning with Redzone Robotics as vice president of operations and finance, then as part of a team that transformed the company from an unprofitable Department of Energy contractor to a viable field robotics service and product company. Dan led product development of a deep-tunnel pipe inspection system, built business application software, and oversaw sales, finance and MRP systems for the company. In 2010, Dan joined the founding executive team of Carnegie Robotics, a spinoff of Carnegie Mellon National Robotics Engineering Center, to commercialize field robotics technologies. As CFO, Dan helped bootstrap the company from its inception into a successful DCAA-compliant defense contractor building autonomous mine and IED detection and neutralization systems under prime contracts for the U.S. Army, as well as key components for Northrop Grumman, NIITEK and commercial customers. In January 2015, together with John Bares, CEO of Carnegie Robotics, Dan was recruited to form Uber Advanced Technologies Center as director of finance, financial planning and analysis, where he played an integral role in its foundation, management and rapid expansion.
James Sheeder is the founder of crowdAmerica and the principal of Ligonier Capital, a registered investment advisor. After graduating from Yale University with a BA in philosophy in 1995, Mr. Sheeder studied at the Katz School of Business at the University of Pittsburgh. He served at Covington Investment Advisors and as Executive Vice President at Janney Montgomery Scott. At Ligonier Capital, he manages portfolios and has been involved in private placements, real estate, and early-stage capital. He lives with his five children on a small farm outside of Ligonier and enjoys sprint triathlons and gardening with his wife.
A renowned thought leader and pioneer in the mobile tech space, Michael has 20+ years of experience creating innovative, first-of-its-kind software. Michael was named the 2013 Technology and Communication Entrepreneur of the Year and was one of only six in the world invited to the 2014 World Entrepreneur of the Year awards as part of a special citation on global growth.
Passionate about the intersection of tech, design, and communication, Tracey is a problem-solver who is curious about the way things work and who is driven to make everything around her a little better each day. With 18 years of experience in marketing, technology, process improvement, and education, Tracey provides daily leadership and guidance to the delivery, marketing, and sales teams at Robots and Pencils, while also focusing on maximizing overall operations for the benefit of the firm’s talent, users, and clients.
Anthony J. Zeoli
Anthony Zeoli is a Partner in the Corporate Practice Group with expertise in the negotiation and documentation of real estate transactions involving the acquisition, sale, construction, development, leasing and/or financing of real estate and has represented parties on both sides of such transactions. He is an industry leader in crowdfunding, in particular with respect to real estate crowdfunding, peer-to-peer lending, and Regulation A+ offerings. He recently drafted a bill to allow an intrastate crowdfunding exemption in Illinois, which was unanimously passed by the Illinois House of Representatives and the Illinois Senate.
As President and CEO of Zamias, Joe is directly responsible for all aspects of the national property management and development company, overseeing acquisitions, dispositions, and financing activities. In the last decade, he has supervised and closed more than $1 billion in commercial real estate transactions. Joe graduated from the University of Pittsburgh in 1994 and the Thomas M. Cooley School of Law in 1998, where he earned cum laude honors.
Tim leads the capital advisory business practice at SteelBridge. A seasoned investment professional, his roles include business development, capital raising, consulting, and leadership in the private capital industry. With expertise in creating relationships between fund managers and limited partners, Tim sets the direction of the capital advisory practice and partnering with fund executives and limited partners to clearly define a roadmap for success. Tim is a Registered Representative of FINRA: Series 6, 7, 63, and 65.
Jeff has spent his career as a technical guru on all issues relating to accounting, auditing and financial reporting. He helps clients resolve complex issues such as revenue recognition, stock-based compensation, fair value measurements, business combinations, and debt and equity transactions and derivatives, among others. He also assists with capital sourcing, including angel, venture and private equity investments; and provides merger and acquisition guidance. While Jeff works with a range of industries, including manufacturing, real estate, construction, and automotive, much of his time is spent in the area of software, technology, life sciences and medical devices.