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David Shavzin, CMC© (Certified Management Consultant*) is President/Founder of Shavzin & Associates, Inc. (SAI). He excels in guiding the partners and leadership teams of client firms through the complex challenges of strategic planning and decision-making…bringing together solutions that effectively address all areas of the organization. He brings an outside, objective and candid perspective in guiding client firms to success – always gaining an understanding of the organization’s needs and then adapting SAI’s process to their specific situation

David has over 25 years of experience in large corporate environments, small businesses and consulting to management. He has held senior management roles in each of these areas and understands their respective constraints and opportunities. This has provided him a very comprehensive understanding of all functions within an organization and how they relate to each other. David has also created two businesses of his own.His early career was in banking and financial roles, followed by a position on Freddie Mac’s corporate planning team. David then spent 12 years with Aventis.  This included four years in Europe in corporate finance and global mergers and acquisitions work.  He was later appointed Vice President of Operations & Finance for a North American subsidiary.
Consulting since 2000, David has been president of the Institute of Management Consultants (Georgia chapter) and is currently Vice President of Strategic Alliances. He is a member of the World Trade Center – Atlanta and the Association for Strategic Planning. David is on the Advisory Board of the Joshua Brown Foundation and has served on the Board of the Fulton Education Foundation. He is an alumnus of Leadership North Fulton and subsequently served on its Board.
David earned an MBA from George Washington University and a BA in International Relations and French from the University of Wisconsin.  He is fluent in French, conversational in Spanish.  He lives in the Atlanta area with his wife and three children.

Since 1995, the Alpharetta law firm of Morgan & DiSalvo P.C. has been helping individuals and families plan and prepare for the many changes that life brings. Primary practice areas for the firm include protection and distribution of family assets, real estate, tax minimization and business succession planning.
Richard M. Morgan has been practicing law in Georgia for 17 years.   With estate, tax and charitable gift planning as his primary practice areas, Richard prides himself on bringing peace of mind to individuals and families in traditional and special situations related to significant life events.  Richard also specializes in business succession planning, tax controversies and other wealth management and planning needs.
Richard’s work is differentiated by his level of service and detail, technical and analytical capabilities and problem solving approach to estate and tax planning. As a leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council, and the Georgia Planned Giving Council.  Richard also serves in leadership positions with several significant Atlanta based charitable organizations, such as the Jewish Federation, Jewish Family and Career Services as well as his temple, Congregation B’nai Dorot.
Richard received his B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University.  Richard is a frequent speaker on estate planning, charitable gift planning and other tax related topics.

Vince Gurzo is an experienced President/CEO/Board member of several mid-sized general manufacturing and chemical companies.  In these and previous executive positions, he has created value for shareholders leading organizations of $20 million to $600 million through growth, restructurings, M&A, Joint Ventures and globalization.
Vince has held positions at Merck & Co, Inc., Union Carbide Corporation, International Specialty Products, LaRoche Chemical and several Private Equity sponsored companies. His assignments include operating and management roles in Sales, Marketing, Manufacturing and Research and Development prior to general and executive management.
At Laroche Chemical as Corporate VP, he shared COO responsibility and directly managed 4 divisions and 2 JVs. The teams he led revitalized two of those divisions, consistently improving financial and operating performance. Earlier at International Specialty Products he served in senior sales and marketing roles.  At Union Carbide, now Dow Chemical, he was responsible for the U.S. and European manufacturing and R&D for a $100 million subsidiary. He began his career at Merck & Co, Inc. as a manufacturing engineer.
After a successful corporate career, Vince entered Private Equity as President / CEO / Board member. With “hands on” management, he initially stabilized each company’s operations and finances. He then set and successfully implemented the strategic direction for each company; Most recently, Vince raised $25 million in committed capital and was the Founding Partner of a boutique Private Equity firm, Grove & Mercer Chemical Investments, looking to leverage his operating experience in an M&A transaction.
Vince is from Jersey City, and earned a degree in Chemical Engineering at Rutgers University, and an MBA from Pace University’s Executive Program. He is a Certified Six Sigma Green belt and Lean Engineer. He is the named inventor on several patent applications and has received the Key to the City of Baton Rouge Louisiana for revitalizing the Alumina Division while at LaRoche Chemical.

Jim is a 32 year veteran of the industry.  Before the creation of DocuTeam in 1997, Jim was President of two different Atlanta branch offices of major conglomerates in the office machines  industry.   These were big successful operations with a huge turnover, lots of employees and, of course, lots of customers.  Previously Market Place President for Ikon with revenues of $120m per annum, Jim is co-owner of DocuTeam, Inc., one of the largest dealers in the South Eastern States, with current revenues of $30m

Whitney brings over 20 years’ experience in new business development and sales leadership strategies within the Mortgage and Real Estate Industry.  Mr. Fite is Sr. Vice President and Managing Director of Angel Oak Funding, LLC, a full service mortgage company based in Atlanta, Georgia.  He has consistently led highly productive and profitable sales teams, closing over $300 million in loan originations in 2010, alone and continues to hold the same standard.

After his graduation from the University of Georgia, Whitney began his career with the Fidelity Group in 1992.  From Fidelity, he went on to spearhead the development and execution of several expansion initiatives within the in-town Atlanta market.  These included a new sales infrastructure for a top 10 bank holding company, as well as two start-ups and three company acquisitions.  While at the height of his origination career, Whitney consistently averaged over $65 million in annual personal production and was ranked among the top 5 loan originators in Georgia on an annual basis.

Currently, his primary business focus is heading up sales and marketing for Angel Oak Funding.  His plan is to grow the Southeastern marketplace through hiring industry leaders who are committed to providing world-class concierge service to their clients.  “It’s all about providing professional, consistent and proactive communication”, says Whitney.  His dedication to high achievement and customer service as well as his experience in the loan origination business is what sets him apart from other industry experts and makes him one of the Southeast’s most sought after resources for sales leadership.

Whitney is a native Atlantan and currently resides in Marietta with his wife Laura and their 3 children.

Robert brings over 17 years’ experience within finance and startup businesses. Mr. Mulcahy is Vice President of Specialty Lending with AngelOak Funding, LLC a full service mortgage company based in Atlanta, GA. He has over 10 years direct lending experience focused on the Single Family Atlanta housing market. Mr. Mulcahy began his career in New York with Tullett & Tokyo a global financial futures brokerage firm and has held senior management positions over his career.
His extensive financial experience has resulted in Top Sales & Leadership. Over the years Robert has worked to develop a comprehensive approach for his clients that focus on their short & long term financing needs. With a keen understanding of the local Atlanta market; Mr. Mulcahy has consulted with thousands of clients on their home purchasing and investing needs.
His current primary business focus covers residential renovation lending specifically for REO/Foreclosure & distressed properties. His background has allowed him to build an extensive network of contacts within the REO market. These relationships and firsthand experience with in the REO market provide a solid foundation that allow him to be a sought after resource for single family investment financing and acquisition.

Dac Carver has spent more than 17 years in the residential real estate business working for builders, developers, and brokerage companies.
He is currently the Vice President and Managing Broker of Beacham & Company, Realtors based in the Buckhead area of Atlanta. The boutique residential real estate brokerage firm is the #1 office in Buckhead for listings sold since opening its doors in 2006 and has the highest average sales price in metro Atlanta at nearly $900,000 per sale. Dac is responsible for the day-to-day operations of the company including coaching and management of the sales team, business development, marketing, and relocation services.
Prior to joining Beacham & Company, Carver was the Director of Marketing and New Home Services for the largest GMAC Real Estate real estate franchise in the United States with more than $2 billion in annual sales and 2,000 agents. During his seven years with GMAC, he directed the company’s corporate marketing efforts, which earned more than a dozen local and national marketing awards. He also managed an on-site sales team of more than 35 agents who specialized in new home sales and closed more than 200 homes a year while also serving in his corporate marketing role.
Dac joined GMAC Real Estate after three years as Director of New Home Marketing for PATHWAY Communities, the developers of Peachtree City, the largest master-planned community in the United States. While at PATHWAY, he was instrumental in the successful opening of three new planned communities, which were the first the company’s first projects outside of Peachtree City in more than 20 years.
Dac has a B.A. in English from the University of South Carolina. He is a member of the Rotary Club of Buckhead and Northside United Methodist Church and is a volunteer for Crohns and Colitis Foundation. He and his wife, Shannon, have two adopted school-age sons, Charlie and Jack.

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With 20-plus years of experience in strategy, operations, engineering and marketing, Amanda gives clients powerful new perspectives for profitable growth. As an experienced thought partner, Amanda helps clients leverage their distinct assets and capabilities to produce lasting competitive advantage, zeroing in on key actions that will improve profit, performance and growth. Her work has taken her throughout North America and Asia, including four years in Malaysia, where she helped plant the seeds that grew into McKinsey’s Kuala Lumpur office.

Prior to founding Setili & Associates, Amanda was a senior executive in two successful high-tech start-ups and served as a manager with McKinsey & Company. As an engineer with Kimberly-Clark Corporation, she led the start-up of a new production process and commercialized new components in 20 consumer and industrial products.

Amanda earned her MBA with distinction from the Harvard Business School, and her Bachelor of Science degree in Chemical Engineering from Vanderbilt University, cum laude. She is past President and current Board Chair of the Harvard Business School Club of Atlanta, and is an adjunct professor at Emory University’s Goizueta Business School, ranked number three by Businessweek for undergraduate programs.

Rob Setili has a track record of helping companies clarify their value proposition, and solving problems to improve profits. With a focus on clearly differentiating products and services to meet customer needs, Rob has helped large corporate clients, entrepreneurial, and mid-market companies improve margins while growing sales.

An effective integrator who helps teams reach creative, winning solutions across organizational and functional lines, Rob provides broad expertise and a practical framework that brings out the best in teams and individuals.

With over 20 years of experience in strategy, manufacturing, operations and engineering, Rob gives clients powerful insights to produce profitable growth.
At Kimberly-Clark Corporation, Rob led project, operations and engineering teams in launching innovative new products, improving product performance and reducing manufacturing cost.

Rob earned his MBA at the Harvard Business School and B.S. in Mechanical Engineering at the Georgia Institute of Technology.

Jennie leads innovative, strategic change.  She has been described as one who ‘excels in future reality’.   Jennie specializes in partnering with leaders across the organization to translate growth strategies into disciplined execution programs.

Jennie’s love for change began early:
– Moved around frequently while growing up, which whetted her appetite for change and how people are influenced by change
– Exchange student in India at 17, which showed her the world is a collection of diverse ideas, talents, and philosophies
– Educated at small colleges, which taught her about communities
– Early career:  COO for small, family-owned business – learned about work groups becoming families
– Mid career:   Corporate America – Consulting with small manufacturers, a dive into Lean Six Sigma at GE, and building the Business Transformation group at Coca-Cola Enterprises that created a culture of visible, profitable strategy execution.

Jennie has spent the last 20 months on sabbatical:  travel in a very small trailer (blue highways and small town America), tourist volunteer (India) and LOTS of family time (hubby, kids, parents, siblings).  She is now in active transition, seeking her next opportunity to engage leaders across an organization to make change happen.