Theresa Mazzullo

Bio

Theresa B. Mazzullo is the Chief Executive Officer at Excell Partners. Prior to joining Excell, 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%; increased flat margins to 14.7% profit margin and managed employee growth from 32 to 50. 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. 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. Theresa received a Bachelor of Arts degree from Spring Hill College, Mobile, Alabama and a Graduate Degree in Banking from Stonier. Her community activity includes: Chair, Monroe County Industrial Development Authority (COMIDA); Vice-Chair, Empire State Zone Authority; Member, Finger Lakes Regional Economic Development Council; Member-Executive Committee, Greater Rochester Enterprise Board; Trustee, Center for Governmental Research; Chair of Memorial Art Gallery; Trustee, New York State Lawyers Fund; Trustee, Farash Foundation; Board Member, University of Rochester Eye Institute.