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EY Veteran Entrepreneur Academy Class of 2015 May 29–30, 2015

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EY Veteran Entrepreneur Academy Class of 2015 May 29–30, 2015

 

 

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On behalf of EY and the EY Veterans Network, thank you for attending the inaugural EY Veteran Entrepreneur Academy (VEA). Your presence contributed to a very impressive first class. We hope that you enjoyed the weekend and benefitted from the knowledge and networking. As you continue to grow your business, we look forward to hearing of your future success.

Please stay in touch and let us know if we can provide any assistance. The team cannot wait to see you all again in November at the US Strategic Growth Forum and as alumni attendees of our next VEA.

Thank you!

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1 | EY Veteran Entrepreneur Academy

Agenda May 29, 2015 (5 Times Square)

Time Title Presenter

12:00 — 13:00 Lunch & Welcome to EY VEA Class of 2015

Tony Klimas, Joe McHugh and Joshua Holley, EY

13:15 — 14:45 EY VEA Participant Introductions

15:00 — 16:00 EY VEA Communications Training Matt Purdue and Trisha Bruynell, Peppercomm

16:00 — 17:30 Culture in a Veteran–Owned Company

Jeffrey Lennox, EY People & Organizational Change Christine Lantinen, Maud Borup, Mark Llano, Source One Distributors

18:00 — 21:00 EY VEA Networking Dinner — NY Athletic Club 180 Central Park South

Keynote: Richard M. Jones, Executive VP, General Tax Counsel and Chief Veteran Officer, CBS Corporation

 

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May 30, 2015 (5 Times Square)

Time Title Presenter

09:00 — 09:45 Breakfast

09:45 — 11:00 Negotiations for Scale Julia Santos, EY Negotiations Center

11:15 — 12:30 Access to Growth Capital Derek Steinhiser, EY Financial Accounting Advisory Services

12:30 — 13:15 Lunch

13:30 — 14:30 Intellectual Property for Growing Companies

Joan C. Lipitz Esq., LLC Chris Colvin, Colvin IP

14:45 — 15:45 What to Expect & How to Prepare for the Strategic Growth Forum

Jonathan Robinson, Kaufmann Foundation

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1 | EY Veteran Entrepreneur Academy

Participants

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Class of 2015 participants

Brandon Bloodworth Co–Founder & Partner, Barbaricum

For all media requests, contact Chris Harvin ([email protected]) Brandon is the Co–founder and managing member of Barbaricum. Founded in 2008 and headquartered in Washington, D.C., Barbaricum is a Service–Disabled Veteran–Owned Small Business and SBA HUBZone certified Small Business, dedicated to advancing national security interests by providing strategic communications, analysis and energy counsel for senior leaders in our nation's public sector. Barbaricum is a high energy, hands on, consulting practice that delivers cutting–edge strategies and technologies to solve the challenging problems of their customers.

He serves as a partner on Barbaricum’s Executive Leadership team and has strategic and operational responsibility for the growth and development of the firm. He is directly involved in the financial planning, performance management, business development, operations management, and overall business performance.

Over the past eight years, Brandon has led Barbaricum in meeting the operational and strategic needs of Barbaricum’s clients while expanding the company through organic growth. Inc. magazine recently named Barbaricum as the 7th fastest growing company in Washington, DC for 2013 and 2014 (#322 on the national Inc. 500 list for 2013 and #488 of the list for 2014) as well as being named the 2013 SmartCEO GovStar award for Government contracting and SmartCEO’s 2013 and 2014 Future 50 Firms. In addition Brandon was an Ernst and Young Finalist for Entrepreneur of the Year 2014 and 2015.

Brandon received a B.S. in Engineering Management from The United States Military Academy and holds an M.B.A. in Finance from Johns Hopkins University. He served in the U.S. Army as an Infantry Officer and was Airborne Ranger qualified.

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3 | EY Veteran Entrepreneur Academy

Greg Carpenter Vice President, Synergy Media Group

For all media requests, contact Jennifer Rowe ([email protected]) Greg Carpenter has over 20 years’ experience in the audiovisual and communications field. He got his start in the U.S. Army as a communication specialist, which laid the foundation for his electronic and problem–solving skills. Shortly after his service ended, Greg began applying his skills at several large audiovisual firms, such as Digital Networks Group and MCSi, working on some of the largest projects across the nation. In 2007, Greg co–founded Synergy Media Group. SMG is now a premiere audiovisual company that provides communication services to some of the top company’s in the world. He manages a team of elite systems integrators that travel throughout Pennsylvania, Ohio, West Virginia, and New York and provide clients with top–notch technology solutions. His project experience spans markets in higher education, corporate, and healthcare and includes UPMC, Westinghouse, Alcoa Technical Center, California University of Pennsylvania, and 4Moms.

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Antony Coutsoftides CEO, Legion Logistics, LLC

For all media requests, contact Lindsey Newton ([email protected]) A native of Cyprus, Antony (Tony) Coutsoftides came to the United States by himself at the age of 17 to serve in the U.S. Army. He enlisted in the Army Reserve and switched to the Army when he turned 18. His military career plan was cut short by a parachuting accident that caused serious injuries and left him disabled. He returned to Europe at age 28, secured $10 million in financing, and started his own logistics company, a cargo airline with routes to Asia and Africa. Exorbitant fuel prices forced him out of business and he returned to the U.S. He worked for another Ohio logistics company for three years before deciding to join Legion Logistics as a majority owner and CEO. Tony has led Legion Logistics over the last five years from a $12,000 company in the basement of his house to a $25 million company with an office in Florence, Kentucky. He calls Union, Kentucky home and has a beautiful four–year–old daughter.

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5 | EY Veteran Entrepreneur Academy

Christopher Dunn CEO, Applied Network Solutions

For all media requests, contact Karen Tredway ([email protected]) As President and Chief Executive Officer of Applied Network Solutions, Inc. (ANS) in Columbia, MD, Christopher Dunn is responsible for the corporate strategy, business development, operational oversight, policy direction and management of internal initiatives for the company. He is in charge of expanding current client business and developing new opportunities and markets, and negotiating and closing all teaming agreements and private sector contracts.

Christopher, PMP, possesses more than 25 years of experience growing and managing network/cyber engineering businesses and is an established leader of cross–functional teams that manage all types of enterprise Network/Cyber solutions for the Department of Defense and Intelligence Community.

Prior to forming ANS, Christopher was Senior Consultant with RABA Technologies in Columbia, MD, Senior Communications Engineer with Electronic Data Systems (EDS), and a Systems Engineer with Lockheed Martin. Christopher began his career as an Electronics Communication Technician with the United States Army/White House Communication Agency in Washington, DC.

Christopher earned his Baccalaureate of Science from the University of Maryland, Baltimore County (UMBC).

 

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Eric Green CEO, Reach | influence

For all media requests, contact Eric ([email protected]) In 2010, Eric Green joined Vineyard Capital Group, a Detroit–based investment firm focused on growth companies in the data analytics industry. In 2012, Vineyard Capital purchased reach | influence, a marketing analytics company focused on powering the shopper experience. The goal at reach | influence is to leverage retail data and empirical study to increase sales for our clients.

From 2007 to 2010, Eric performed the duties associated with the chief financial officer and chief operating officer at Stonerise Capital Partners, a public–private cross over investment firm in San Francisco. From 2005 to 2007, Eric was a Managing Partner at Osmium Partners, a long–short U.S. equity hedge fund in San Francisco. In this role, Eric was responsible for research, operations, finance, investor relations and capital raising.

Prior to joining Osmium, Eric served as an investment banker with Citigroup in New York and Los Angeles, where he participated in several transactions including sell–side acquisitions, leveraged buy–outs and numerous capital markets financings. Eric began his career as an officer in the United States Navy. Serving as an engineer for the Naval Construction Force, Eric deployed to Guam, Spain and Estonia.

Eric received an MBA from Kellogg School of Management at Northwestern University, an MS in Mechanical Engineering from the University of Virginia and a BS in Engineering from the United States Naval Academy. Eric is married with three children.

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7 | EY Veteran Entrepreneur Academy

John C. Roggow President, MPF Acquisitions Inc. dba Marshall Plastic Film

For all media requests, contact Heidi Hildebrand ([email protected]) Upon graduation from the United States Military Academy at West Point John Roggow spent 5 years on active duty as an Air Defense Officer in the US Army. Assignments included time at Ft. Hood, TX, in the Republic of Korea and culminated with an assignment as a battery commander in the 82nd Airborne Division at Ft. Bragg, NC. John spent the last 25 years of his military career in the ARNG/USAR, ending as a brigade commander and retiring as a Colonel in 2002.

On leaving active military service he spent 15 months as a manufacturing engineer with Texas Instruments in Dallas, TX. After leaving TI he began his career in plastics, joining Union Carbide Corporation in Rogers, AR. John held a number of operations positions in both Glad and Prestone plants before leading corporate planning, inventory control and packaging for Glad products. His final position prior to Clorox purchasing Glad Products was as Director of Safety, Health and Environmental.

After a short time as director of logistics with a subsidiary of Purdue Foods, he became a General Manager of the Martin, MI facility for Plassein International. With the bankruptcy of Plassein International John took the opportunity to become an owner in MPF Acquisitions Inc. He has been the President and CEO of MPF Acquisitions Inc. dba Marshall Plastic Film since 2003 and majority owner since 2013.

In addition to a BS in engineering from the United States Military Academy, John has an MBA from the University of Hartford. John and his wife Cheryl reside in Plainwell, MI and have 5 children and 7 grandchildren.

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Kevin Switick Co–Owner & President, AVIAN LLC

For all media requests, contact Tara Strickland ([email protected]) Kevin Switick is a resident of Calvert County, Maryland. He is a co–owner and president for AVIAN LLC a Service–Disabled, Veteran–Owned Small Business headquartered in Lexington Park, Maryland.

A graduate of Villanova University, the University of Tennessee, the Air Command and Staff College, and the United States Navy Test Pilot School, Kevin served as an officer in the U.S. Navy, as a member of the Department of Defense Acquisition Corps, the U.S. Navy’s Aerospace Engineering Duty Officer Corp, and the U.S. Navy’s Space Cadre.

Kevin has supported the Naval Air Systems Command (NAVAIR) in Patuxent River, Maryland for more than 22 years. His professional experience at NAVAIR includes serving as a test pilot for Air Test and Evaluation Squadron TWENTY ONE (HX–21), an instructor for the U.S. Naval Test Pilot School (USNTPS), a deputy program manager for the U.S. Navy’s MH–60R Program (PMA–299), and the Chief Operational Test Director for Air Test and Evaluation Squadron ONE (VX–1).

A retired Naval Aviator and experimental test pilot, Kevin has flown more than 40 different aircraft. As a U.S. Navy Helicopter Aircraft Commander, he served as a SH–60B pilot with the Proud Warriors of Helicopter Anti–Submarine Squadron Light FOUR TWO (HSL–42) and the Easyriders of Helicopter Anti–Submarine Squadron Light THIRTY–SEVEN (HSL–37). A veteran of Desert Storm, Kevin deployed in USS Moosbrugger (DD–980) where he was assigned operations as Command Helicopter for SEAL Team 2.

In addition to running his business, Kevin continues to proudly support NAVAIR as one of three principal instructors for the College of Program Management and the College of Test and Evaluation within NAVAIR University. Kevin devotes his personal time to his community as a senior board member of the Naval Aviation Small Business Roundtable, a board member of the St. Mary’s Country Strategic Round Table for Research, Education and Innovation, a board member of the St. Mary’s County Science and Engineering Fair, a board member of a non–profit company that supports women living with cancer, as well as an active participant in numerous local charity events.

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9 | EY Veteran Entrepreneur Academy

   

Presenters

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Presenters

Matt Purdue

Director of Content Strategy, Peppercomm

Matt Purdue guides all media and editorial strategy for Peppercomm clients. He has provided communications advice and produced content for global businesses such as EY, Wells Fargo, Whirlpool, Yahoo!, Tyco, Ricoh, Bank of New York Mellon and The Hartford. Prior to joining Peppercomm in 2007, Matt was an editor and journalist for nearly 20 years. In his “first” career, Matt led numerous print and digital publications, including Worth, CRM, and Mobile Enterprise. He has taught public relations to students at Farleigh Dickinson University and the City University of New York.

Trisha Bruynell

Account Supervisor, Peppercomm

Trisha Bruynell is a Manager in Peppercomm’s New York office, where she is responsible for driving media relations and supporting marketing strategy for her clients across corporate and consumer industries. She is experienced in leading communications efforts for global businesses, start–ups, and everything in–between. From traditional media strategy and execution to product launches, events, social media management, and international campaigns, Trisha has delivered results for businesses such as Steelcase, Nikon, TGI Fridays, AT&T and Johnson & Johnson, to name a few. She originally hails from South Carolina, and is a College of Charleston alumna.

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11 | EY Veteran Entrepreneur Academy

Jeffrey Lennox

Principal, Ernst & Young LLP

Jeff Lennox is a Principal in the Advisory Services practice of Ernst & Young LLP He has over twenty four years of business consulting, general management and marketing experience gained across various industry sectors; the last thirteen years have been as a management consultant. He is an experienced business transformation consultant specializing in program leadership, change management, organizational design, business change leadership and program/change implementation. He is recognized as one of EY’s key transformation professionals and has worked on a number of strategic engagements spanning strategy development through to change implementation. Jeff’s considerable experience means he is able to quickly add value by providing insight along with practical recommendations. Jeff also has Board level experience of team development and Board facilitation.

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Christine Lantinen

President & Owner, Maud Borup Inc.

Christine Lantinen purchased Maud Borup in 2005 and transformed the company from a retail–focused business model to a leading wholesale candy, confections, and food gift company selling direct to specialty and mass retailers such as Walmart, Target, and Whole Foods. Under her leadership, the company has signed agreements with some of the largest brands in the world including Hell’s Kitchen™, starring Gordon Ramsay, Thomas Kinkade™, Tree Top®, and Grumpy Cat®. The company has experienced exponential growth under a completely transformed business model of selling wholesale, this year producing 3 million gift sets and bringing 150 new items to market. Maud Borup is now one of the top 5 candy companies in Minnesota.

Christine served as a Field Medic in the Army Reserves for 10 years. She played a major role in getting the 945th Forward Surgical Team active as the first reserve FST in the US.

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13 | EY Veteran Entrepreneur Academy

Mark Llano

President & CEO, Source One Distributors

A US Marine Corps veteran who served in Desert Storm, Mark Llano founded Source One Distributors, Inc. in 2003 for the purpose of providing mission critical equipment, product sourcing, acquisition solutions, contracting expertise and a wide range of support services to the defense industry. Over the past ten years, Source One has grown to 30 employees, over $250 million in sales and has won numerous local, state and national awards by setting standards for service, innovation and entrepreneurial excellence including the 2009 Vetrepreneur® of the Year award and the 2011 Ernst and Young Entrepreneur of the Year award® (Florida/ Distribution). The company is certified by the SBA as an SDB, Minority and Veteran owned/operated small business (SDB/MBE/VOSB/NMSDC).

In 2012, Mark started Serket Racing, a Porsche racing team that competes with the goal of raising awareness and assistance for those who have honorably served and sacrificed for our country: military veterans and their families. Mr. Llano is highly aware of the obstacles that veterans face upon their return home and works closely with numerous local, state and national charities to develop and implement innovative programs to assist these veterans and their families in their time of need.

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Richard M. Jones Executive Vice President, General Tax Counsel and Chief Veteran Officer, CBS Corporation

Rich serves as Executive Vice President, General Tax Counsel and Chief Veteran Officer for CBS Corporation, where he oversees worldwide tax planning, strategy, operations, M&A, litigation and legislative matters for the Company. As CBS’ Chief Veteran Officer, he oversees and coordinates all veteran-related initiatives for the Company, ensuring that the sacrifices of our nation’s veterans and their families are never forgotten, and that CBS is doing all that it can to promote their well-being.

Prior to being medically retired, Rich spent six years on active duty in the United States Army, where, as a non-commissioned officer, he served honorably as an Airborne Ranger in both the 75th Ranger Regiment and 10th Mountain Division.

Rich is a tireless and passionate advocate for our Nation’s 22.5 million veterans. He is a proud life member of both the American Legion and Disabled American Veterans (DAV). He was appointed by Congress and serves on the Advisory Committee on Veterans' Employment, Training and Employer Outreach (ACVETEO) at the U.S. Veterans Administration and the U.S. Labor Department. In addition, he sits on the boards of many of our Nation’s most impactful veteran service organizations, including the Wounded Warrior Project, the Institute for Veterans and Military Families (IVMF), the Easter Seals Dixon Center for Military and Veteran Community Services, The Aaron Grider Foundation, The Uniform Services Justice & Advocacy Group (USJAG), among others.

 

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15 | EY Veteran Entrepreneur Academy

Julia Santos

Associate Director, Ernst & Young LLP

As the Negotiations Leader on engagements of Ernst & Young LLP, Julia Santos is an advisor to leadership and senior executives within the firm and clients on negotiation strategies resulting in win/win outcomes. Through her approach, client CEOs and other C-suite executives can recognize the true value of EY services. Julia’s negotiations coaching and training workshops have built and strengthened relationships with clients, including Procurement and Supply Chain Management organizations, securing numerous profitable wins for the firm. She facilitates advanced negotiation training globally and has been instrumental in building the “Negotiations Center of Excellence” that has been embedded in EY's culture.

Prior to EY, Julia was the Head of Global Business Optimization (Sourcing Organization) for Johnson & Johnson. She led teams in North America, Europe, Latin America, Asia, Africa, and Middle East in delivering multi–million dollars in cost savings/efficiencies and contributing double digit business growth.

Julia is a Certified Outsourcing Professional (COP) with 20+ years of global delivery experience. She holds various Executive Board Member positions in Industry Associations, has been a keynote speaker at forums on negotiation topics, authored articles on globalization/outsourcing for the Financial Times, and has been an advisor to governments in helping shape countries’ policies on Foreign Direct Investment.

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Derek Steinhiser

Partner, Ernst & Young LLP

Derek Steinhiser is a Partner in the Financial Accounting Advisory Services practice (FAAS) of Ernst & Young LLP, with focus on a number of industries, including technology, media entertainment, industrial products and real estate companies. He is the firm’s Northeast IPO Leader for FAAS service offerings. He joined EY in 1998 and is based in New York. Prior to his current FAAS role, he was in the audit practice of Ernst & Young LLP for 12 years, including a three-year overseas assignment to the EY member firm in The Netherlands.

Derek is currently part of our dedicated capital market accounting advisory team with deep experience in identifying and managing accounting issues for capital markets transactions—on the buy-side and the sell-side. He helps reduce execution risk by increasing awareness and sharing leading practices. He also helps clients of Ernst & Young LLP to navigate through the accounting complexities inherent to the deal process and customize solutions to address their specific needs.

By assisting with specific technical accounting challenges, Derek allows management to focus on its own strategic agenda. He also contributes meaningful, practical insights into leading practices and ideas for process and policy improvements.

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17 | EY Veteran Entrepreneur Academy

Joan Lipitz

Founder, Joan C. Lipitz Esq., LLC

Joan Lipitz is the founder of Joan C. Lipitz, Esq., LLC, a legal services firm providing legal advice on a wide array of commercial matters, with a focus on technology–related transactions and agreements. Prior to this, she served as General Counsel for Opera Solutions, a privately held "big data" analytics solutions and advisory firm of over 650 employees, with offices and Fortune 1000 clients across the US, Europe and Asia. As General Counsel, Joan launched the legal function, which has grown to encompass all aspects of business activities and corporate legal services.

Prior to Opera Solutions, Joan served as in–house counsel at notable technology and services firms including as an Associate General Counsel at Capgemini and as an Associate Group Counsel at BearingPoint (formerly KPMG Consulting). She also brings experience as an associate at major New York law firms including Thacher Proffitt & Wood and Seward & Kissel LLP. She co–authored the article entitled “Empowering Your Information Security & Data Protection Program through Facilitated Policy Development” – ACC Docket, March, 2012. Joan is a graduate of The Wharton School and received her J.D. from Boston University School of Law. She is a member of the bars of New York State and the Commonwealth of Massachusetts (inactive).

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Chris Colvin Founder & Partner, Colvin IP

Chris Colvin is a founder and partner in the full–service boutique intellectual property law firm Colvin IP. Chris has over twenty years of experience handling all types of IP matters, including numerous patent, copyright, trademark, trade secret and false advertising disputes, as well as patent and trademark prosecution, licensing and client counseling. Prior to launching his own firm in 2012, Chris served for seven years as a partner in the law firm of Kramer Levin Naftalis & Frankel, one of the top law firms in the United States, and served as an associate in the law firms of Stone Pigman Walther Wittman & Hutchinson and Knobbe Martens Olson & Bear.

In addition to his law firm experience, Chris is also the founder and general counsel of several innovative companies, which leverage professional and alumni affiliations for the benefit of their members and business partners, including IvyLife (the largest private network for Ivy League alumni) and In The House (the largest private network for general counsel and other in–house legal professionals). As an entrepreneur, Chris brings to his law practice a unique understanding of his clients’ business needs.

Chris earned a Bachelor of Science degree in Aerospace Engineering from Princeton University. After working for several years as an engineer with IBM, where he designed key components of the U.S. air traffic control system, Chris earned his J.D. from George Washington University Law School.

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19 | EY Veteran Entrepreneur Academy

Jonathan Robinson Senior Program Officer, Kaufmann Foundation

Senior Program Officer in Entrepreneurship Jon Robinson is a senior program officer in Entrepreneurship at the Ewing Marion Kauffman Foundation, where he oversees a new strategy to improve conditions for entrepreneurial success in cities around the country. He previously led the Foundation's efforts to deliver entrepreneurship resources through community colleges and programs to support military veteran entrepreneurs. He also managed the Foundation's work on expeditionary economics, a research initiative that focused on enabling economic growth in post-conflict areas.

Prior to joining the Kauffman Foundation, Jon was an account supervisor and defense and security specialist in public affairs at Edelman New York, where he provided strategic communications counsel for a variety of nonprofit, corporate, and government clients. Previously, Jon was a project associate with David Diebold & Associates, a boutique business consultancy headquartered in Hong Kong and Beijing concentrated on foreign investment in Chinese IT and telecom R&D.

Jon served for eight years active duty and reserve in the U.S. Marine Corps infantry, including as a squad leader in Iraq and Mozambique.

Jon also has worked as a reporter for The New York Times, the Financial Times, and as an editorial assistant at the International Herald Tribune in Paris. He holds a bachelor's degree in history from Emory University in Atlanta with a concentration in law and international relations.

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Judges

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21 | EY Veteran Entrepreneur Academy

Judges

Brittany Laughlin Brittany Laughlin is the General Manager at Union Square Ventures, a New York City based venture capital firm. Brittany advises 50 of the world's fastest growing companies on organizational scaling, growth, product, and engineering best practices. Outside of USV, she leads VetsinTech NYC, connecting military veterans with educational and entrepreneurial support to optimize their employment opportunities. Brittany served on two White House initiatives – Military Veteran Entrepreneurship and Veterans Transitioning into Technology.

 

Taylor McLemore Taylor McLemore is the Founder of Techstars Patriot Boot Camp. He works to support Veterans build technology companies of impact and scale. He has had the honor to work with and support over 360 Veteran and Military Spouse entrepreneurs. Taylor is the Director of Business Development and Operations for Disrupto, and he was the Co–Founder and CEO of Prediculous from 2010 – 2013. Prior to life in the start–up world, Taylor was a VP at Bank of America working on labor economics and strategy, and he worked as an investment banker at Bank of America Merrill Lynch. He also was an analyst at Radio Silence Ventures. Taylor is from Colorado, a supporter of the Boulder and Denver startup communities, and a proud Davidson College graduate.

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Leadership

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23 | EY Veteran Entrepreneur Academy

EY VEA leadership

Tony Klimas

Principal of Ernst & Young LLP

Tony is a member of the EY Global PI Executive with global responsibility for PI Finance Services. He is an experienced consultant with 20+years of experience across a variety of industries. His areas of expertise include finance transformation; process design and reengineering; shared services/offshoring and BPO advisory. Mr. Klimas also has significant experience with a variety of enterprise software packages, having led major projects involving Oracle Financials, SAP, Peoplesoft and Hyperion. He has significant international experience in Europe, Asia and the emerging markets and has travelled extensively in his EY global role.

Prior to joining industry, Mr. Klimas was an officer in the US Navy, serving in a variety of operational leadership positions. During this time he traveled abroad extensively and briefly lived in Japan. Mr. Klimas received several decorations and commendations while on active duty and was honorably discharged.

Joe McHugh

Executive Director of Ernst & Young LLP

Joe McHugh is an Executive Director in the Advisory Services practice of Ernst & Young LLP. Joe is the firm’s Northeast Area Leader for Advisory’s Program Management competency group. Joe has over 25 years of professional and management consulting experience, with an extensive background in program and project management, process improvement and systems integration across multiple industries: financial services, pharmaceutical, healthcare, telecommunications, entertainment, manufacturing, and the US Military (US Navy). Joe is recognized for developing strong trusted relationships with clients. Prior to joining industry, Joe was an officer in the US Navy, serving in a variety of operational leadership positions.

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Joshua Holley

Senior & EY VEA Program Director

Joshua Holley is a Senior with the Financial Accounting Advisory Services practice (FAAS) of Ernst & Young LLP. In his role he assists clients with technical accounting related to financial transactions. Joshua was enlisted in the US Marine Corps where he worked in supply operations and completed two deployments with Marine Expeditionary Units. Previous to joining EY, Joshua completed his Masters of Accountancy at Vanderbilt University and Bachelors in Business Administration at the University of Tennessee. He is a CPA in New York and a Certified Internal Auditor.

Patrick Weeks Senior & EY VEA Program Manager

Patrick Weeks is a Senior Consultant and Project Manager at Ernst & Young LLP. He joined EY as a financial consultant in 2014 after serving for four years as a logistics officer in the United States Marine Corps. He is involved in multiple veterans’ initiatives at EY, including the Veterans Entrepreneurship Academy. In his free time, he volunteers with Defy Ventures, a NYC–based startup providing entrepreneurship coaching and “Shark Tank”–style competitions for ex–convict entrepreneurs. Patrick is from Wisconsin, and lives in Brooklyn with his wife and 2–year old son.

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EY | Assurance | Tax | Transactions | Advisory

About EY EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

EY refers to the global organization, and may refer to one or more of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. For more information about our organization, please visit ey.com.

Ernst & Young LLP is a client–serving member firm of Ernst & Young Global Limited operating in the US.

© 2015 Ernst & Young LLP. All Rights Reserved. SCORE No. KK1115 BSC No. 1505–1531217 ED None

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