Referral Key allows you to grow
your business by managing your professional network more
effectively, encouraging reciprocity, and expanding your
circle of trust in a structured environment that will result
in increased qualified lead generation. The system is geared
towards service professional for whom referrals is a key
source of business opportunity and who are dissatisfied
with the size of their current network and/or with the lack
of reciprocity of referrals they receive.
Lewis A. Weinstein,
Founder & CEO, Mr. Weinstein
is a serial entrepreneur. In 1989, Mr. Weinstein founded
the Xpress Tax Corporation, a personal tax preparation service,
in Needham, MA. Through Xpress Tax, Mr. Weinstein built
a successful business by securing exclusive rights to prepare
tax returns out of 47 prime business locations within Mail
Boxes Etc. franchise locations in New England. In 1995,
Mr. Weinstein founded the TaxLogic Corporation. TaxLogic
was the nations first online tax preparation service. TaxLogic
went on to form strategic partnerships with America Online
(AOL), Compuserve, Prodigy and USAToday.com. From 1995 thru
1999, TaxLogic was AOL’s exclusive provider for answering
tax questions on AOL’s message boards. TaxLogic was
sold in 1999 at the height of the Internet boom. In 2000,
Mr. Weinstein was named by Accounting Today as one of the
“Top 100 Most Influential People” in the tax
profession. His companies have been the subjects of two
case studies at the Harvard Business School. Mr. Weinstein
holds a BS in Accounting from the University of Arizona.
Tracy Brady, Director
of Interactive & Viral Marketing, Ms.
Brady spent twelve years in movie and television integrated
marketing, public relations and promotions at Sony Pictures
Entertainment, Twentieth Century Fox and Turner Broadcasting
in New York and Los Angeles before turning her focus to
brand strategy and online marketing. She was most recently
at Arnold Worldwide, New England’s largest advertising
agency, which she joined in 2003 as a Vice President in
the Brand Promotions group. At Arnold she led strategy on
non-traditional and viral marketing campaigns for blue chip
brands including Fidelity, Volkswagen of America, Vonage,
GlaxoSmithKline and Goodyear. She was a member of Arnold’s
New Channel Solutions Group, which focused on strategic
planning in emerging media and marketing disciplines including
word of mouth, viral solutions, social networking and online
communities. She was also a member of the new business development
team, representing emerging digital media, viral and non-traditional
marketing capabilities for the agency. Tracy holds a B.A.
in Communications, magna cum laude, from Fordham University
in New York and is also a graduate of the Sorbonne University
in Paris.
Michael Martinez, Strategic
Advisor, Mr. Martinez has helped grow four
companies from early stage development through acquisition.
Mr. Martinez was most recently a senior executive with StratBridge,
Inc., a financial analytics and modeling software firm.
Prior to that he was co-founder and President of a telecommunication
software company and Vice President of Business Development
for iMediation, a global Internet software company. Mr.
Martinez was the first US employee of iMediation and played
an important role in growing the US organization to over
175 people and $12M revenue in its first year of operations
in the US. Prior to iMediation, Mr. Martinez was a Principal
at American Management Systems, Inc, an international management-consulting
firm, where he consulted the world’s leading financial
institutions on leveraging emerging technologies. Mr. Martinez
has worked for Harvard University and for the William Weld
administration as a Program Director for the State of Massachusetts.
Mr. Martinez holds an MBA from the MIT Sloan School of Management
and a BA in Economics from Rutgers University.
Mark Rosenstein, Lead
Programmer & Systems Architect, Mr. Rosenstein
has extensive website programming, design and system architect
experience. He worked for Proteon on the first commercially
sold Internet router, on the staff of Project Athena at
the Massachusetts Institute of Technology (MIT) where several
distributed systems techniques were developed that are in
common use today. His knowledge of computer systems, networking,
and databases allows him to design and program web applications
which are secure and reliable, following current standards
without locking into packaged solutions. Mr. Rosenstein
holds a BS in Computer Science from MIT.
Raymond Yu, Director
of Design Branding, Mr. Yu specializes in
developing key brand assets with a focus on company identity,
web presence and print/marketing collateral materials. He
has spearheaded brand design projects for the U.S. Department
of Defense, TaxLogic, Fidelity Ventures and the United Way.
His 18 years of experience allows him to create effective
website user interfaces ensuring a positive user experience.
His works are on display at the Whitney Museum and have
been featured in Technique Magazine and Graphic DesignUSA
magazine. Mr. Yu holds a BFA in graphic design from the
Rhode Island School of Design.
Sheila Lirio Marcelo, Strategic
Advisor, is CEO of Care.com, a consumer Internet
company recently funded by Matrix Partners, where she was
previously an Entrepreneur-in-Residence. Prior to Matrix
Partners, she was formerly Vice President and General Manager
of TheLadders.com, where she was responsible for product,
creative services, sales, business development and customer
service. Prior to The Ladders, she was with Upromise where
she was Vice President of Marketing and Product Management.
Having joined Upromise at its founding, Marcelo spearheaded
member marketing and the integration of all Upromise partners,
including the development of custom technology platforms
for many Fortune 50 companies, such as AT&T, General
Motors, Exxon-Mobil and Citicorp. Previously, she was a
consultant with Monitor Company. While at Harvard University,
where Marcelo received a combined Juris Doctor and MBA,
she was a graduate teaching fellow at Harvard Business School
as well as a recipient of the Dean's Award, honoring outstanding
leadership in the HBS community, as well as the Fitzie Foundation
Award, which honors the most outstanding female student.
She also graduated magna cum laude from Mount Holyoke College
where she earned a bachelor's degree in economics and international
relations
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