ACG NJ Monthly Breakfast Meeting - April 18, 2023

Alexandra Colman is a Tax Partner in the Corporate Tax Group, with nearly 15 years of public accounting experience. Allie serves clients in a variety of industries, including manufacturing, retail and distribution, technology, life sciences, pharma as well as start-up tech, and internet base companies.

Allie works with large domestic and international corporations, both public and private. She advises her clients on the tax implications reorganizations, acquisitions, transfer pricing, and doing business in new jurisdictions. Allie is one of the firm’s technical specialists in tax provisions (ASC 740) and leads the training initiative in this area within EisnerAmper University including equity compensation, purchase accounting, uncertain tax positions.

Allie manages the compliance progress for large global, multistate corporations, and has experience with partnerships and closely held corporate structures. She handles income tax audits performed at the IRS and state levels and has resolved penalty assessments for various clients of the firm. 

Maurice Watkins joined Canaccord Genuity through the acquisition of Results International, where he spent nine years leading the banking efforts in various technology services and software sectors in North America, including his current focus in the cybersecurity and automation verticals.  He brings over 20 years of experience as a strategic advisor to technology companies and has proven to be a trusted resource to entrepreneurs and high-growth companies with fundraising and M&A aspirations. He has successfully partnered with clients to create billions in shareholder value for founders and investors alike.

In addition to his advisory responsibilities, Maurice has operating experience at large technology organizations such as KPMG & IBM. He was also a co-founder and investor in RootAxcess, a cloud computing company sold to Fusion Telecommunications in 2015, and EmergingCast, a content marketing start-up sold to Demand Media in 2011.  

Martin is the Founder & CEO of RelPro, a fast-growing software and data analytics platform providing Business Development & Relationship Management professionals (particularly in Financial & Professional Services) with valuable intelligence on 7+ million companies & their executives. Clients (including 50% of the top 50 US Banks) use RelPro’s solutions to build their business and successfully make connections with senior decision-makers and business owners. 

Before founding RelPro in 2009, Martin gained extensive leadership experience during a 20-year career with Merrill Lynch in London and New York. His responsibilities included SVP, Head of Global Client Coverage; Chair, Merrill Lynch Foundation, Head of Global Strategy & Planning, and Head of Investor Relations.  

Martin is a member of the Board of Directors of BritishAmerican Business and the American Friends of London Business School. He is a member of the Association of Corporate Treasurers (UK). 

Diana Levy is the chief secret agent behind Undercover Snacks. A health-conscious chocoholic and mom of three daughters, Diana developed the concept for Undercover Snacks from her kitchen table to a 24,000 square foot manufacturing facility that she helped engineer. Diana pursued a career in media, politics and almost law before she, like many parents, had to make the difficult decision to stay home with her young family. After more than 19 years out of the workforce, Diana created her own path back in, becoming a self-taught chocolatier, scientist, and business owner.

Undercover Snacks combines two of Diana’s greatest passions: premium chocolate and accessibility for allergen and gluten-free families. After two of Diana’s daughters were diagnosed with celiac disease, the company formally launched in 2017, scaling rapidly from neighborhood NJ stores to regional Whole Foods Markets to over 10,000+ retailers nationwide and across the globe. Undercover’s Chocolate Quinoa Crisps are now available in retailers including Whole Foods Markets, Kroger, CVS, Rite-Aid, Costco, Wegman’s, Shop-rite and Stop & Shop as well as onboard United Airlines.

She has innovated every step of the way, including sourcing custom-designed, state-of-the art factory equipment that can handle Undercover Snacks’ 50/50 blend of chocolate and crispy quinoa – a first of its kind. Diana runs the manufacturing facility and sales operations from Undercover HQ and production facility located in East Hanover, NJ. 

Dexter Wilson is an influential leader in digital transformation, helping design and drive high-impact change within the top, most complex global financial institutions. Dexter led a spectrum of enterprise transformation programs across his career at HSBC, AIG and UBS. Dexter currently is at BNY Mellon in the Digital Partnership team, most recently launching and managing the BNY Mellon Accelerator Program, which graduated it’s esteemed second class. Dexter is a Six Sigma Master Black Belt, and Certified Scrum Master and Scrum Product Owner. Dexter has a B.A. from the University of Central Florida and a Masters in change management from The New School.