Chairman

BOBBY MARTIN

CEO & Co-Founder

Startup wiz who digs industry research, call preparation, and talks too much. Angel investor, The Hockey Stick Principles author, former banker, Appalachian State alumni, hiking, sports of all types, Federer wanna-be, mountains, questioning authority, and his fav musician is Ryan Adams.

Favorite Movie: Into the Wild
Favorite Musical Artist: Ryan Adams and Rush
Favorite Book: A River Runs Through It

“Blessed are the meek, for they will inherit the Earth.”

Leadership Team

DAVID BUFFALOE

President

The “Marketing Guy” turned “President.” 25+ years of building early stage companies through marketing strategy and operational execution. Weekend warrior on the tennis court and lover of bourbon, craft beers, travel and watching sports (except baseball). Devoted NCSU Wolfpack and Carolina Hurricanes fan. Raleigh native and family guy to wife, two kids and dog Finley.

Favorite Musical Artist: Billy Strings
Favorite Food: Steamed Oysters
Caffeine Fix: Mountain Dew

“Livin’ the dream”

SUSAN BELL

Co-Founder & Chief Sales Officer

Former banker, current industry intelligence guru with a passion for helping sales professionals and advisors differentiate themselves. A musician and avid shoe collector. Can be found most days walking on the beach before heading to the office. 100% morning person and total mom (minus the jeans).

Favorite Movie: Shawshank Redemption
Favorite Sports Team: KC Chiefs
Best Candle Scent: Fresh Balsam

“Don’t sweat the small stuff”

BILL WALKER

Co-Founder & Research Advisor

With over 35 years of technology product management experience, the “old man” of the team, also known as “the doctor”. Fan of craft beers, wine, good food, watching sports, and creating limericks. Formerly a serious golfer, now a Crossfit devotee, along with his wife (the real athlete in the family). A lover of all dogs, especially golden retrievers.

Best Non-Work Activity: Playing w/my granddaughter
Favorite Food: Shrimp and grits
Caffeine Fix: Darkest roast black coffee

“Bill tries hard”

KEN TAYLOR

COO & CFO

CPA and entrepreneur with over 30 years experience working with service and technology companies. Native North Carolinian, avid golfer, and runner. Loving life as a grandfather to three beautiful grandkids.

Favorite Musical Artist: The Beatles
Favorite Sports Team: UNC Tarheels
Favorite Cereal: Granola

“Show up every day.”

MATT REDDING

Chief Technology Officer

Wide ranging technical solutions background with a passion for web development and the startup world. Loves cooking, trying new foods, good coffee, the beach, the mountains and cutting-edge technology. UNC alumni, Go Heels! Definitely a morning person and can often be found writing code by 5am.

Favorite Movie: Unsusal Suspects
Favorite Food: Gyros
Favorite Cereal: Fruity Pebbles

“If you are the smartest person in the room, then you are in the wrong room.”

COURTNEY FARFOUR

VP, Customer Success

Teacher at heart, solutions-provider by trade. Now combining the two by helping others in the financial industry succeed. Pays attention to the details. Professional beach bum and soccer mom living in Raleigh, NC, with her husband, two boys, and a pup.

Best Non-Work Activity: Going to the beach
Favorite Musical Artist: Zac Brown Band
Best Candle Scent: Fresh Linen

“Better to have tried and lost than to have never tried at all”

Full Team

PAUL HOCK

VP, Sales & Strategic Partnerships

Favorite Food: Homemade Lasagna
Favorite Book: The Canterbury Tales
Caffeine Fix: Black coffee with a shot of vanilla

“The ultimate measure of a man is not where he stands in moments of comfort and convenience but where he stands in times of challenge and controversy” -MLKJr

ALEX ROUSSEAU

Senior Account Executive

Favorite Coffee Order: Espresso
Favorite Movie: Star Wars
Favorite Sports Team: UCLA Bruins

“If you tell the truth, you wont have to remember anything.”  -Mark Twain

AIMEE TRACY

Senior Sales Associate

Favorite Musical Artist: Luke Combs or Old Dominion
Favorite Sports Team: Any Pittsburgh Team
Favorite Book: The Nightingale

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” -Maya Angelou

KELLI DUPREE

Account Executive

Favorite Activity: Boating and Beach trips
Favorite Music: Morgan Wallen
Caffeine Fix: Vanilla Latte

“When you have your health, you have everything. When you do not have your health, nothing else matters at all.”

COLE TEAL

Sales Associate

Best Non-Work Activity: Golf
Favorite Musical Artist: The Brook & the Bluff
Favorite Candle Scent: Bergamot Waters

“Don’t let the fear of losing be greater than the excitement of winning” – Robert Kiyosaki

JACOB DOUGHERTY

Sales Development Representative

Favorite Non-work Activity: Playing golf or spending time with my wife
Favorite Movie: Interstellar
Favorite Sports Team: Minnesota Vikings

“Spread Love.”

NICOLLE BOUFFARD DELISO

Director, Training & Success

Favorite Food: Lobster & Mushroom Risotto
Caffeine Fix: Grande Skinny Peppermint Latte (double shot)
Best Candle Scent: Christmas Cookie

“Everybody talks about wanting to change things and help and fix, but ultimately all you can do is fix yourself. And that’s a lot. Because if you can fix yourself, it has a ripple effect.” -Rob Reiner

RUTH KEYES

Senior Customer Success Manager

Favorite Music Artist: Kenny Chesney
Favorite Movie: Father of the Bride
Favorite Book: Anna Karenina

“Be kind.”

ANNE ELIZABETH HARRELL

Customer Success Manager

Favorite Musical Artist: Widespread Panic
Favorite Movie: Ocean’s Trilogy
Best Candle Scent: Bamboo

“Be who you are and say what you feel, because those who mind don’t matter and those who matter don’t mind.” -Dr. Seuss

ALEXIS CORTEZ

Customer Success Manager

Caffeine Fix: Vanilla Latte with Oat Milk
Favorite Sports Team: Cleveland Browns
Favorite Movie: 13 going on 30

“Creativity takes courage.” -Henri Matisse

ANNA MCDONALD

Customer Advocacy Manager

Favorite Musical Artist: Widespread Panic
Favorite Movie: Ocean’s Trilogy
Best Candle Scent: Bamboo

“Be who you are and say what you feel, because those who mind don’t matter and those who matter don’t mind.” -Dr. Seuss

JULIE GILBERT

VP, Marketing

Favorite Food: Tacos
Favorite Musical Artist: Eric Church
Favorite Sports Team: UNC Tarheels

“Hard work beats talent when talent doesn’t work hard.” -Tim Notke

BRIN SULLIVAN

Integrated Marketing Manager

Favorite Musical Artist: Taylor Swift
Favorite Book: The Great Gatsby
Favorite Sports Team: The Pittsburgh Steelers

“Live and let live.”

JESSICA TEAL

Marketing Manager, Sales Enablement

Favorite Book: The Overnight Guest
Favorite Cereal: Honey Nut Cheerios
Best Non-Work Activity: Weekend trips, especially to the mountains!

“Cole’s my Brother In-Law.↑”

SOPHIA GILBERT

Marketing Operations

Favorite Movie: Julie & Julia
Caffeine Fix: Ice Matcha Latte with Oat Milk
Best Non-Work Activity: Weekend at the beach

“You miss 100% of the shots you don’t take.” -Wayne Gretzky

AMY SHORT

Director, Research

Favorite Sports Team: Green Bay Packers
Favorite Book: Harry Potter and the Prisoner of Azkaban
Caffeine Fix: Caramel Macchiato Latte

“Ever forward.”

KIMBERLEY MCCAULEY

Research Operations Manager

Favorite Movie: Circle of Friends
Best Non-Work Activity: Playing trumpet at Oktoberfests
Favorite Food: Swedish Gingersnap Cookies

“Live, love, laugh, & be free.”

JAMES BRYANT

Research Analyst

Best Non-Work Activity: Woodworking
Favorite Musical Artist: ZZ Top
Favorite Book: One Hundred Years of Solitude

“Don’t Panic.”

PAUL DUBIANSKY

Research Analyst

Favorite Sports Team:
Favorite Movie:
Favorite Candle:

”   “

LINNEA KIRGAN

Research Analyst

Favorite Sports Team: Boston Bruins
Favorite Movie: Ferris Bueller’s Day Off
Favorite Candle: Citrus, Vanilla

“All big things come from small beginnings.”

ALEXANDRA BANGS

Research Analyst

Favorite Band: Daft Punk
Favorite Cereal: Cinnamon Toast Crunch
Favorite Movie: The Big Lebowski

“Live in the present, prepare for the future, learn from the past.”

KIM NABORS

News Analyst

Caffeine Fix: 1/3 cream, 1/3 decaf, 1/3 regular coffee
Favorite Candle Scent: Birchwood Pine
Favorite Movie: Tombstone

“A great strength is knowing your weaknesses.”

IAN WILDBLOOD

News Analyst

Favorite Band: Daft Punk
Favorite Cereal: Cinnamon Toast Crunch
Favorite Movie: The Big Lebowski

“Live in the present, prepare for the future, learn from the past.”

DRAKE BRANSON

Director, Product

Best Non-Work Activity: Anything involving mountains
Favorite Book: The Ruthless Elimination of Hurry
Favorite Cereal: Wheaties

“Experiencing the world through endless second-hand information isn’t enough. If we want authenticity, we have to initiate it.” -Travis Rice

ZEKE HART

Full Stack Developer

Favorite Food: Dan dan mian
Favorite Cereal: Cinnamon Life
Favorite Book: “Ficciones” by Jorge Luis Borges

“One of history’s few iron laws is that luxuries tend to become necessities and to spawn new obligations.”          – Yuval Noah Harari, Sapiens

PAUL REECE

Software Developer

Favorite Movie: The Grand Budapest Hotel
Favorite Sports Team: The Atlanta Hawks
Favorite Food: Sushi

“You plus motivation equals success.” – Jim Valvano

KINNARI SHAH

Backend Software Developer

Best Non-Work Activity: Trying out new recipes
Favorite Cereal: Honey Bunches of Oats
Favorite Book: The Alchemist

“Yesterday I was clever, so I wanted to change the world. Today I am wise, so I’m changing myself.” – Rumi

CHRISTY CLEMENT

Director of Human Resources

Favorite Movie: Forrest Gump
Favorite Sports Team: Clemson Tigers
Favorite Cereal: Honey Nut Cheerios

“This too shall pass.”

CAROLYN BEGGS

Controller & Director of Local Market Monitor

Best Non-Work Activity: Biking riding with my boys
Favorite Movie: Love Actually
Caffeine Fix: Iced Chai Tea Latte

“Believe in yourself, for you are capable of great things.” -Curious George

MOLLIE B. BURNHAM

Marketing & Operations Manager for CEO

Best Non-Work Activity: Treasure hunting
Favorite Book: Lonesome Dove
Caffeine Fix: Hot Herbal Tea

“We cannot discover new oceans unless we have the courage to lose sight of the shore.”

MEET US IN PERSON

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