Jeanne Henry, CFO
Jeanne joined the Excel team in 2009 and brings more than 18 years of venture capital financial management and reporting experience to the team. Previously, Jeanne was CFO and most recently COO with Atlas Venture, an international venture firm. Earlier she was an Audit Manager with Coopers & Lybrand (now PricewaterhouseCoopers). Jeanne holds a B.A. from the University of New Hampshire, an MBA from the University of Illinois, Chicago and is a Certified Public Accountant. She is a member of the AICPA, the M.A. Society of CPA's, and a former Board member of the Private Equity CFO Association.
Tricia Moriarty, Vice President of Finance and Administration
Tricia Moriarty is the Vice President of Finance and Administration for Excel Venture Management bringing with her 15 years of private equity experience. In this capacity, she oversees the operational, financial, and administrative aspects of the firm including financial reporting, investor relations, human resources, and facilities. Prior to Excel Venture, Tricia was Director of Finance and Administration for CB Health Ventures (CBHV) where she worked in a similar capacity managing venture funds with $150 million of capital under management. Prior to CBHV, she was a Manager in the Global Income Unit at State Street Corporation where she managed daily operations and client service for clients in the Asia Pacific region. Tricia is a member of several industry organizations such as the NVCA CFO Taskforce, Women in Alternative Assets (WIAA), and serves on the Board of the Financial Executives Alliance (FEA).
Lisa Goldberg, Executive Assistant
Ms. Goldberg has an extensive background in investor relations and marketing communications. She has worked with many successful entrepreneurs and startups. Her MBA is from Fordham and her B.A, majoring in biology, is from Goucher College.
Davina Magargal, Executive Assistant
Prior to Excel, Davina was Marketing Manager at Globespan Capital Partners and was responsible for all marketing initiatives, including strategy, positioning, communications, events and public relations. She also played an active role in providing marketing support and resources to the firm's portfolio companies. Davina has over 15 years’ experience in the finance and venture capital industry. She started her career working for Tradition Financial Services (TFS), where she managed the firms operations including events and marketing. She then worked at JAFCO Ventures where she managed marketing strategy, public relations, website development and events. Davina earned her Bachelor of Arts degree from Cedar Crest College. She is a member of the National Venture Capital Association’s Strategic Communications Group.