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Theresa Mazzullo

30+ Years in Business, Finance & Entreprenership

Theresa Mazzullo | UNY50 Leadership NetworkTheresa Mazzullo has been the CEO of Excell Partners since 2006. She has a 30 year track record in business, finance and entrepreneurship. Having owned and sold a small business, she brings firsthand knowledge, unique skills, and proven experience to the seed stage investment arena. In her role as CEO, her duties include governance, compliance, reporting, community integration, finance and fundraising.

 

Theresa spent six years as President & Principal of EPIC Advisors, Inc a 401(k) retirement plan company with $1.5 billion in retirement plan assets. In her capacity as President, she built an infrastructure that supported annual revenue growth of 20%. She also directed business planning process regarding business strategy and tactics in the areas of finance, sales, marketing, administration, operations and information technology to ensure increased profitability and the achievement of the company vision. Ultimately, she led the team for a successful exit in 2005.

 

As a former banker, Theresa held various positions within financial institutions, including a Senior Vice President of First National Bank, where she established and built a Trust and Investment Division while the bank was under a Consent Order by the office of the Comptroller of the Currency. She managed to grow the Trust & Investment Division to $125 million in five years and at the same time built and managed the infrastructure to support the broker-dealer business unit for the bank.

 

Her community activity includes: Chair, Monroe County Industrial Development Authority (COMIDA); Member, Finger Lakes Regional Economic Development Council & Co-Chair of the FLREDC’s Entrepreneurship & Innovation Committee; Board Member-Executive Committee, Treasurer, Greater Rochester Enterprise; Board Member, High Technology Rochester; Member of the University of Rochester Technology Development Committee; Executive Committee & Board Member: Memorial Art Gallery; Trustee & Grants Committee Chair, Farash Foundation; Member: Investment Advisory Committee, Governor Cuomo’s $50M Innovation Fund.