Andrew Klein has been working with startups and emerging growth companies for more than 10 years as a founder and as an outside advisor for both the entrepreneurial team and their investors. In this capacity he has managed the strategic operations and funding of companies in a variety of industries with specific expertise in SaaS, health care, hospitality and consumer products, and energy/construction. Companies with Andrew's direct involvement have raised almost $90 million in debt and equity. He also has a strong passion for entrepreneurship and connecting people together, as demonstrated by his involvement as a TechStars Alumni, mentor at 9Mile Labs Accelerator, Kick Incubator, teacher at General Assembly, and in running the meetup group Cigars & Startups. He holds a BS in accounting and an MBA focused on entrepreneurial finance, both from Seattle University.
Kathleen Baxley Advises entrepreneurs on how to prepare cogent financial models and compelling pitches for presentation to potential investors. She is a financial professional with more than 20 years of experience preparing financial models, business plans, market analysis and valuations tools, in various capacities, more notably at JPMorgan and Oppenheimer in New York. Her areas of focus included healthcare, consumer products, and media companies.
Kathleen has a BA from Colgate University and an MBA from Stanford University.
Mark Mitchell is a senior operations and financial professional with extensive hands-on experience helping companies achieve new levels of growth and profitability, he has a reputation for driving financial and operational results for both emerging and publicly traded companies. Excellent knowledge and application of “best practice” solutions, based on broad industry background that includes heavy exposure to manufacturing, services, & telecommunications. Outstanding track record of collaborating with senior management teams, Boards of Directors, and outside investors. Ability to communicate vision, motivate and gain consensus among divergent teams.
Steve has his Masters in Professional Accounting and CPA license. After starting his career in public accounting with Ernst & Young, he worked with multiple tech and biotech companies in the Seattle area. He worked as the Financial Controller, directly under Bill White, CFO at Intellicheck Mobilisa, a public company traded on the NASDAQ.
Steve has started multiple businesses including franchises. He now spends his time leveraging his experience to help start-ups and small businesses gain insight and make decisions to drive them forward.
Jeff Trautwein focuses his time on managing the accounting for the portfolios of our real estate clients and private wealth clients family office accounting. He also has served as head of accounting/finance for venture backed companies and their investors. He holds a bachelors degree in accounting from Washington State University.