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Rob Pomeroy, Chief Executive Officer Rob co-founded Horizon in May 2003 and has been a managing member of the Company and its Chief Executive Officer since its inception. Rob was President of GATX Ventures, Inc. (a subsidiary of GATX Corporation engaged in the venture lending business) from July 2000 to April 2003, with full profit and loss responsibility including managing a staff of 39 and chairing the investment committee with credit authority. GATX Ventures, Inc. had total assets of over $270 million. Before joining GATX Ventures in July 2000, Rob was Executive Vice President of Transamerica Business Credit (a subsidiary of Transamerica Corporation engaged in the venture lending business) and a co-founder of its Transamerica Technology Finance division. Rob was the general manager of Transamerica Technology Finance from September 1996 to July 2000, with full profit and loss responsibility, credit authority and responsibility for a staff of 50 and over $480 million in assets. Prior to co-founding Transamerica Technology Finance in September 1996, Rob served from January 1989 to August 1996 as Senior Vice President and chaired the investment committee of Financing for Science International, Inc., a publicly traded venture financing and healthcare leasing company that was acquired by Finova Capital Corporation in August 1996. Rob started his career with Crocker Bank in 1974 and has over 35 years of diversified lending and leasing experience. Rob earned both a Master of Business Administration and a Bachelor of Science degree from the University of California at Berkeley. Direct: 860-676-8656 email: rob@horizontechfinance.com |
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Jerry Michaud, President Jerry co-founded Horizon in May 2003 and has been a managing member of the Company and its President since its inception. From July 2000 to May 2003, Jerry was Senior Vice President of GATX Ventures, Inc. and its senior business development executive. From September 1996 to July 2000, Jerry was Senior Vice President of Transamerica Business Credit and a co-founder of its Transamerica Technology Finance division. Jerry was the senior business development executive for Transamerica Technology Finance with oversight of more than $700 million in loans funded. From May 1993 to September 1996, Jerry served as a Vice President of Financing for Science International, Inc. Prior to 1993, Jerry founded and served as President of Venture Leasing and Capital. Jerry attended Northeastern University, Rutgers University and the University of Phoenix, completed a commercial credit training program with Shawmut Bank and has taken executive courses at Harvard Business School. Direct: 860-676-8659 email: jerry@horizontechfinance.com |
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Chris Mathieu, Senior Vice President, Chief Financial Officer Chris is an original member of the team that founded Horizon in May 2003 and its Chief Financial Officer. Chris has been involved in the accounting, finance and venture debt industries for more than 22 years. From July 2000 to May 2003, Chris was Vice President — Life Sciences of GATX Ventures, Inc. and the primary business development officer for the life science sector. From September 1996 to July 2000, Chris was Vice President — Life Sciences of Transamerica Business Credit’s Technology Finance division where, in addition to co-developing and implementing the business plan used to form the division, he was the primary business development officer responsible for the life science sector and was directly responsible for more than $200 million in loan originations. From March 1993 to September 1996, Chris was a Vice President, Finance at Financing for Science International, Inc. Mr. Mathieu was most recently a manager with the financial services group of KPMG working with both public and private banks and commercial finance companies. Chris graduated with honors from Western New England College with a Bachelor of Science in Business Administration degree in accounting and is a Certified Public Accountant, chartered in the State of Connecticut. Direct: 860-676-8653 email: chris@horizontechfinance.com |
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Jay Bombara, Senior Vice President, General Counsel, Chief Compliance Officer Jay is an original member of the team that founded Horizon in May 2003 and has been its Senior Vice President, General Counsel and Chief Compliance Officer since its inception. Jay handles all legal functions for the Company, including negotiating and documenting most of its investments. Jay has more than 19 years of experience providing legal services to financial institutions and other entities and individuals. Prior to joining Horizon, Jay served as in-house counsel for GATX Ventures, Inc. from December 2000 to May 2003 where he directed the legal operations of the GATX Ventures’ east coast office in closing and managing its portfolio of debt and equity investments in technology and life science companies throughout the United States. Jay also represented GATX Corporation’s other venture lending units in Canada and Europe. In addition, Jay was responsible for assisting and advising senior management, credit analysts and marketing directors with respect to appropriate deal structures, market trends, risk management, and compliance with corporate policies and worked with co-participant’s business personnel and counsel in facilitating and coordinating joint investments. Prior to joining GATX, Jay was a partner at the business law firm of Pepe & Hazard, LLP. Jay received his Bachelor of Arts degree from Colgate University and his Juris Doctor degree from Cornell Law School. Direct: 860-676-8657 email: jay@horizontechfinance.com |
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Dan Devorsetz, Senior Vice President, Chief Credit Officer Dan joined Horizon in October 2004 and is the Senior Vice President and the Chief Credit Officer. He is responsible for underwriting and portfolio management. Dan has more than 10 years of financial services and lending experience, including spending the past nine years in the venture lending industry. Prior to joining the team, from May 2003 to October 2004, Dan was a Vice President in General Electric Capital Corporation’s Life Science Finance Group, where he was primarily responsible for the underwriting and portfolio management of debt and equity investments to venture capital-backed life science companies. Prior to that, from December 2000 to May 2003, Dan was a Credit Manager at GATX Ventures, Inc. concentrating on the high tech and software industries. He was also a member of GATX’s international credit committee. From July 1999 to December 2000, Dan was a Vice President and Director of Analysis for Student Loans with Citigroup. Dan previous experience includes tenures in private placement investment banking and securitizations at Advest, Inc. and Ironwood Capital. Dan received his Bachelor of Science degree from Cornell University and a Master of Business Administration from Clark University, and is a Chartered Financial Analyst. Direct: 860-674-1208 email: dan@horizontechfinance.com |
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Greg Clark, Managing Director Greg is responsible for business development in the east coast information technology market. An original member of the Horizon founding team, Greg has been in the venture lending industry for 20 years and has originated more than 80 loan transactions. Prior to Horizon, Greg was a Vice President at GATX Ventures, responsible for business development, with a focus on venture capital-backed technology companies. Greg made a successful transition from in-house counsel to business development at Transamerica Technology Finance where he was the sole in-house attorney during a period of rapid growth for the company and high transaction volume. Earlier, Greg served in both legal and business roles for Connecticut Innovations, a state-sponsored venture capital organization. Greg began his professional career as an attorney at Shipman & Goodwin, a Connecticut law firm. Greg earned a Bachelor of Arts degree from Columbia University, and both a Juris Doctor and Master of Business Administration degree from the University of Connecticut. Direct: 860-676-8651 email: greg@horizontechfinance.com |
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Kevin May, Managing Director Kevin is responsible for business development in the West Coast life sciences market. Kevin has over 19 years experience in commercial finance, including the last 9 years in venture lending. Prior to joining Horizon, Kevin served as Director, Credit and Portfolio of Oxford Finance Corporation and as Vice President, Credit and Portfolio Management at GATX Ventures. In both positions Kevin was responsible for investment underwriting and portfolio management primarily in the life sciences market. Kevin's additional experience includes managing the western U.S. sales and marketing team at a division of Finova Capital Corporation and serving as Vice President, National Accounts at Deutsche Financial Services. Kevin earned a Bachelor of Science degree in Business Administration with an emphasis in Finance from the University of Florida. Direct: 925-935-2924 x11 email: kevin@horizontechfinance.com |
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Kristen Kosofsky, Managing Director Kristen is responsible for business development in the east coast life sciences market. Kristen has been active in the venture debt market since 1993 and has spent this time focused on structuring financial transactions exclusively for biotechnology, medical device and other healthcare related companies. Prior to joining Horizon, Kristen was Vice President at Comerica Bank, where she helped to lead the Life Sciences Practice for the Northeast US. Prior to that, Kristen was VP, Life Sciences, at GATX Ventures, responsible for east coast life sciences business development. Prior to that, Kristen was a VP, Life Sciences, at Transamerica Technology Finance responsible for east coast life sciences business development. Prior to that, Kristen played a role in the biotechnology effort at Financing for Science International. Kristen is affiliated with the Massachusetts Biotechnology Council's Special Finance Committee and The Biotechnology Industry Organization (BIO) where she has played an advisory role. Direct: 860-674-9949 email: kristen@horizontechfinance.com |
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Kevin Walsh, Vice President and Senior Credit Officer Kevin has been the Senior Credit Officer of Horizon since joining the Company in March 2006. Kevin is responsible for the underwriting of initial investments and the ongoing review of the portfolio accounts. Kevin has over 15 years of experience working with early stage, venture backed technology and life science companies. Prior to joining the Company in March 2006, Kevin was a Senior Vice President and Market Manager for Bridge Bank’s Technology Banking and Capital Finance Divisions from September 2004 to March 2006 where he was responsible for new business generation as well as risk management activities within the Bank’s asset-based lending sector. Prior to Bridge Bank, Kevin was a Vice President and Relationship Manager for Silicon Valley Bank in the Communication & Electronics Practice from September 1994 to June 2004. Kevin is a graduate of the California State University at Hayward, where he earned a Bachelor of Science degree in Business Administration. Direct: 925-935-2924 x12 email: kwalsh@horizontechfinance.com |
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Lalitha Shivaswamy, Portfolio Manager Lalitha is responsible for underwriting of our initial investments and the ongoing review of our portfolio accounts. Lalitha has 4 years of experience in the financial services and investment industry. Prior to joining Horizon, Lalitha was Senior Analyst at Citigroup Insurance Investments where she was responsible for underwriting debt investments for Citigroup's private placement portfolio. Lalitha's previous experience includes practicing law in India and teaching. Lalitha earned an undergraduate degree in law with honors from National Law School of India University, her Master of Business Administration from the University of Connecticut, her Master of Laws from the University of Connecticut School of Law and is currently working towards attaining the Chartered Financial Analyst designation. Direct: 860-674-1034 email: lalitha@horizontechfinance.com |
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Dan Trolio, Corporate Controller Dan has been involved in the accounting and finance industries for more than 10 years. Prior to joining Horizon, Dan worked at major public accounting firms including KPMG and Arthur Anderson and has gained extensive experience in financial reporting, forecasting & budgeting, lending and taxation. Dan was most recently a Senior Manager and was responsible for assisting clients achieve their financial goals. Dan graduated with honors from Bentley College and earned a Bachelor of Science in Accountancy and obtained certification as a Certified Public Accountant, chartered in the State of Connecticut. Dan also earned his Masters of Science in Taxation from the University of Hartford. Direct: 860-284-9977 email: dtrolio@horizontechfinance.com |
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Kathy Lang, Accounting Supervisor Kathy has over 20 years of accounting and financial services experience, including spending the past 12 years in venture capital. Prior to joining Horizon, Kathy was Director of Financial Accounting at Connecticut Innovations, a State of Connecticut venture capital fund, where she was primarily responsible for the preparation of periodic reporting of the organization's financial position, planning, designing and implementing of accounting procedures and systems, and budget preparation and analysis. Kathy's previous experience includes tenures with Aetna Life and Casualty as an Accountant and Price Waterhouse as Staff Auditor. Kathy earned a Bachelor of Science degree from Purdue University and a special Baccalaureate, Accounting from Sacred Heart University. Direct: 860-677-7627 email: kathy@horizontechfinance.com |
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Lucia Lamb, Director of Administration Lucia is responsible for internal administration and assisting in-house counsel with all aspects of legal transactions, including direct contact with Horizon's customers and their counsel to ensure timely and efficient transaction closings. Prior to joining Horizon, Lucia worked as a legal and administrative assistant at a business law firm. Lucia previously worked with the current Horizon team at GATX Ventures for three years. Lucia has over 30 years of experience in legal and administrative functions, including as legal assistant in several regional and Connecticut-based law firms. Direct: 860-284-9878 email: lucia@horizontechfinance.com |
