Theresa B. Mazzullo is the Chief Executive Officer at Excell Partners. Prior to joining Excell, Theresa spent six years as President & Principal of EPIC Advisors, Inc a 401(k) retirement plan company with $1.5 billion in retirement plan assets. In her capacity as President, she built an infrastructu... More
Theresa B. Mazzullo is the Chief Executive Officer at Excell Partners. Prior to joining Excell, Theresa spent six years as President & Principal of EPIC Advisors, Inc a 401(k) retirement plan company with $1.5 billion in retirement plan assets. In her capacity as President, she built an infrastructure that supported annual revenue growth of 20%; increased flat margins to 14.7% profit margin and managed employee growth from 32 to 50. She also directed business planning process regarding business strategy and tactics in the areas of finance, sales, marketing, administration, operations and information technology to ensure increased profitability and the achievement of the company vision. As a former banker, Theresa held various positions within financial institutions, including a Senior Vice President of First National Bank, where she established and built a Trust and Investment Division while the bank was under a Consent Order by the office of the Comptroller of the Currency. She managed to grow the Trust & Investment Division to $125 million in five years and at the same time built and managed the infrastructure to support the broker-dealer business unit for the bank.
Theresa received a Bachelor of Arts degree from Spring Hill College, Mobile, Alabama and a Graduate Degree in Banking from Stonier. Her community activity includes: Chair, Monroe County Industrial Development Authority (COMIDA); Vice-Chair, Empire State Zone Authority; Board Member, WIRED; Board Member of Memorial Art Gallery; Trustee, New York State Lawyers Fund; Board Member, University of Rochester Eye Institute.
Theresa can be reached at (585) 389-6144 or email@example.com.
Rami Y Katz Investor
Excell Partners - Ideal Startup Investment
Excell Partners is a unique regional economic development partnership established in cooperation with the University of Rochester and the State of New York to manage a state-supported fund which provides pre-seed and seed stage financing to high-tech start-up companies in the Upstate New York region.
The mission of the fund is to support regional economic development by bridging the pre-seed and seed stage funding gap in Upstate NY while generating sufficient returns so that, over time, the fund becomes self-sustaining.
Excell Partners Invests In These Industries
• IT Services
• Business Products and Services
• Medical Devices and Equipment
• Clean Technology
• Computers and Peripherals
• Consumer Products and Services
• Networking and Equipment
• Electronics / Instrumentation
• Healthcare Services
• Internet / Web Services
Excell Partners Invests In Companies That Have Reached The Following Milestones
Prototype Ready - $500K in Trailing 12 Mo. Revenue
Concept OnlyProduct In DevelopmentPrototype ReadyFull Product Ready$500K in Trailing 12 Mo. Revenue$1M in Trailing 12 Mo. Revenue$3M in Trailing 12 Mo. Revenue$5M in Trailing 12 Mo. Revenue$10M in Trailing 12 Mo. Revenue$20M in Trailing 12 Mo. Revenue$50M in Trailing 12 Mo. RevenueMore than $50M in Trailing 12 Mo. RevenueMore than $50M in Trailing 12 Mo. Revenue ►◄ Concept Only
Excell Partners Invests In Companies With These Funding Needs
Pre-money Valuation: USD1,000,000 - USD5,000,000
Capital Seeking: USD100,000 - USD500,000
Previously Raised: USD25,000 - USD1,000,000
Excell Partners Expects Their Investments To Generate
Expected Revenue By Year 5: USD5,000,000 - USD10,000,000
Expected Returns: 5x Investment - 20x Investment
Expected Years to Exit: 4 Years - 8 Years
Expected Years to Break Even: 4 Years - 8 Years
Excell Partners Investment Portfolio
Ask to Join as an Investor
Are you an accredited investor? Ask to join Excell Partners by filling out their Membership Application.