CEO and President
Cedric Bru is President and CEO of Taulia, the Fintech company revolutionizing cash flows and supplier financing. He has more than 20 years of experience and a proven executive management track in financial services and technology companies like Visa and Hewlett-Packard.
Cedric holds an MBA from UC Berkeley Haas School of Business. In addition to his dedication to his career, Cedric is passionate about his family, art, and a good game of rugby, tennis, or golf.
Chief of Staff
As Chief of Staff, Anjali is responsible for driving Taulia’s people operations policies, procedures, and programs as well as the CEO’s strategic initiatives forward, including communicating and managing deliverables across the business.
Since joining Taulia in 2013, Anjali has been instrumental in ensuring the Talent Acquisition and People Operations processes are as smooth as possible. When not working you can find Anjali dancing or discovering a new brunch spot around town.
Chief Customer Officer
As Chief Customer Officer, Dave is responsible for driving customer success and value delivery across the Taulia network. Dave oversees Taulia’s account management, professional services, technical support, and supplier adoption teams. The teams’ focus is on driving adoption, revenue and speeding customers’ path to credible and significant ROI. Prior to joining Taulia, Dave was an executive at GT Nexus for over 15 years where he helped grow the company from the early start-up days to maturity and its ultimate sale to Infor.
He started his career working in finance at the Industrial Bank of Japan in Tokyo and then in consulting with Accenture in San Francisco for almost 10 years. Dave did his undergraduate work at Stanford University and then got a masters in international business from the University of California at San Diego. Dave enjoys playing soccer, running, yoga, golf and surfing – and is always working hard to keep up with his equally athletic and competitive wife and kids.
Chief Financial Officer
As Chief Financial Officer, René has responsibility for the company’s finance and human resource functions and oversees the administration of the company. René has more than 20 years of experience in finance, operations and leadership roles in the United States and Asia.
Before joining Taulia, René took a break from the for-profit world and helped Goodwill of Silicon Valley develop its program to help adults with autism find meaningful work. René’s corporate experience includes managing the divisional finance staff at Visa to prepare the business units for what was, at the time, the largest IPO in the United States. René also spent 4 years in Asia managing the operations of Visa’s largest region outside the United States.
When not working, René spends time with his wife and two girls and when they are asleep, he can be found working out in his garage.
Chief Technology Officer
Brady is responsible for Taulia’s product strategy, delivery and operations. Leading our Product, Engineering, Operations, and IT teams, he is focused on delivering a best-in-class solution for our customers.
Prior to joining Taulia, Brady combined his technical and business acumen, serving in various senior leadership roles at ProvideCommerce, an e-commerce company based in San Diego, CA. As General Manager of Sincerely, a division of ProvideCommerce, he was responsible for overall business unit strategy, product and operations. Prior to this, he served as Chief Technology Officer for the full suite of ProvideCommerce brands (including ProFlowers, Sincerely, Personal Creations, Shari’s Berries and RedEnvelope) where he led the 175 person technology team and platform as the business rapidly scaled from $80 million in revenue to over $700 million.
When not working, you can find Brady chasing after his three toddlers with his wife, or out enjoying a Warriors or Giants game with his friends and family.
VP Global Program Management
Darcy Douglas is an accomplished financial technology executive with over 25 years of experience in leading organizations. As Vice President of Global Program Management, she is responsible for overseeing the achievement of the company’s top growth initiatives and organizational goals. This includes identifying and managing cross-initiative dependencies, defining standards and processes for successful completion of those initiatives, and identifying and managing risk.
Darcy also understands the importance of company culture and has a passion for mentoring and empowering the employees at Taulia, Inc. She created the Taulia LIFT program that includes a mentoring program, guest speakers, employee-led training/sharing of their skills and talents, and a support group focused on the women of Taulia. She also created the Taulia Leadership Program, a year-long program, focused on 4 to 5 individuals, to create and develop the future leaders of Taulia.
Darcy has a Bachelor’s of Science degree in Project Management and is a Project Management Professional (PMP). In her free time Darcy enjoys being in the mountains of Utah with all of the activities that those surroundings provide.
VP Global Products
As Head of Global Products, Kathleen is responsible for the Taulia Working Capital Management platform. In her role she guides the direction of Taulia’s global product strategy and product development by listening to customers and prospects, anticipating market needs and industry trends, and offering solutions to relevant business problems.
With more than 25 years of experience, Kathleen has held leadership roles at a broad range of financial services, software, and banking organizations, including Syncada, Paymetric, JPMorgan Chase/Bank One, PaySys International, and Accenture. Kathleen earned her B.A. in Journalism and her M.B.A. in Finance and Investment Banking from the University of Wisconsin.
As General Counsel, Bart oversees legal matters for Taulia Inc. and its subsidiaries worldwide, including contract relationships with customers and partners, protection of Intellectual Property, risk mitigation, and inter-company matters. As a partner in San Francisco law firms, Bart represented companies conducting business internationally, including Ebydos, where he met the eventual founders of Taulia, and various Internet startups.
Active in professional groups, Bart has held various leadership positions, including as Co-Chair of the International Bar Association’s International Sales Committee. In addition to being a long-time Adjunct Professor at Golden Gate University School of Law in San Francisco, Bart has taught law school courses on International Business Transactions and on IP law in Italy, Germany, and the Czech Republic.
He is fluent in Italian, and if given the chance, he will often be found enjoying a glass of wine, including from a Sonoma Valley winery he co-founded in 2003.
As Vice President of Growth, Bob is responsible for driving adoption of the Taulia platform by its supplier customers. In his role, Bob oversees the outreach, marketing and customer success teams who ensure suppliers of all sizes realize the benefits of early payment and transaction visibility.
Prior to joining Taulia in 2014, Bob was responsible for M&A at Bottomline Technologies and founded a marketing technology startup. Outside of work, Bob is an avid runner on a journey to complete a half marathon in every state.
Managing Director, Americas and APAC
As Managing Director of APAC and the Americas, Kjel is responsible for origination in both of these large regions. Kjel has over 15 years of B2B sales experience working with small, medium and large companies. Prior to joining Taulia, Kjel worked for JP Morgan and American Express, selling their supply chain finance solutions.
Kjel has a proven track record at Taulia, closing large complex global companies in Europe, the Americas and Australia as a Senior Account Executive and Vice President of Sales. Kjel works out of the Salt Lake City office and, when he’s not working, he can be found farming, skiing, traveling and spending quality time with his family.
Managing Director, Enterprise Innovation Sales
As Managing Director of EMEA and Head of Sales for New Enterprise Solutions, Michael is responsible for the development and growth of Taulia’s market opportunity in EMEA. Michael has been in trade and working capital management for over 20 years and has a proven track record in helping companies across Europe assess and optimize their cash flow and working capital.
Prior to joining Taulia, Michael spent a number of years at Citi, CALYON and Dresdner Bank advising, structuring and implementing working capital financing tools across Europe. Michael currently works out of Taulia’s German offices in Düsseldorf and, when not working, he can be found spending time with his family, cycling or watching his favorite football team.
Managing Director, Global Head of Distribution
As Global Head of Distribution, Wasif is responsible for the management of all Syndication & Distribution related activities for Taulia. His role is focused on building and management of strategic relationships with financial institutions and a diversified, sustainable and cost-effective funding base for Taulia’s clients globally. He is also responsible for building new structures for funding Taulia’s expanding range of working capital finance products.
Wasif has about 23 years of experience in banking and trade finance sector. In particular, he is an industry veteran in the arena of Trade syndication and distribution. Prior to joining Taulia, he held leadership positions in trade finance distribution and corporate finance with leading banks and financial institutions.
In his spare time, he enjoys cooking, rock music, reading and trying his best to stay fit!
Managing Director, EMEA
As Head of Sales for the EMEA Region, Alexander is responsible for the network of existing investors and expansion of Taulia’s funding partners across the globe. His role is focused on building strategic relationships with financial institutions and strengthening Taulia’s breadth of funding sources.
Alexander has about 25 years experience within the trade and supply chain sector. Prior to joining Taulia, he held leadership positions in the global trade and supply chain functions within leading financial institutions such as HSBC, Deutsche Bank, ABN AMRO Bank N.V., and Citigroup.
In his spare time he enjoys his family life, playing golf with his wife and friends, cycling and skiing in particular with his two grown-up daughters.
Board of directors
CEO and President, Taulia
As Chief Executive Officer and President, Cedric drives worldwide growth, increasing market penetration and identifying new business opportunities. Since joining Taulia in 2013, Cedric, who previously served as the company’s Chief Sales Officer, has helped Taulia triple its revenue for two consecutive years, built strategic international partnerships, and helped guide the company to a 100 percent customer retention rate.
Before Taulia, Cedric served as Global Head of Sales, Marketing, and Business Development at Syncada from Visa. Cedric has over two decades of experience in financial services and software industries, including positions at Visa and Hewlett-Packard.
Bertram is the co-founder of Taulia. Having served as CEO from 2009 to 2015, Bertram has helped transform Taulia into an industry leader, serving customers in over 99 countries and enabling some of the most innovative brands in the world to truly partner with their suppliers, including Coca-Cola Bottling, Pfizer, Hallmark, Grainger, TELUS, and other Fortune 500 companies across all industries.
Prior to joining Taulia, Bertram held positions as Director of Railteam, Europe’s high-speed rail alliance and Managing Director at RailLink, Railteam’s IT subsidiary. Bertram also acted as Chief Sales and Marketing Officer at Ebydos, the SAP solution provider widely known for its Invoice Cockpit solution that was sold to ReadSoft in 2006. Earlier, Bertram worked for 5 years as Top Management Consultant for the Boston Consulting Group with a focus on IT and Financial Services. Bertram holds an MBA from INSEAD.
Executive, KMD, Unit4, Schneider-Electric, Nice
Léo Apotheker is currently Chairman of KMD, Chairman of Unit4, Vice Chairman, Lead Independent Director and Chair of the Nomination and Governance Committee of Schneider-Electric SE, Non-Executive Director of P2 Energy management systems and of Nice Inc. He is the former President & CEO of Hewlett Packard (HP). Prior to his role at HP, Léo was the CEO of SAP AG, the global leader in enterprise application software.
He started his business career as a financial controller for the Hebrew University in Jerusalem. From there, he moved to S.W.I.F.T. in Brussels, which was where Léo discovered his passion for technology and software. After S.W.I.F.T., he moved to McCormack & Dodge’s Paris based EU headquarters to drive the company’s continental European expansion. In 1988, he was recruited by SAP with the challenge to conquer the French and subsequently the Belgian markets. In 1992, Léo co-founded ECsoft, a venture backed pan-European start up, and served as President & COO until 1994. He returned to SAP in 1995 and became the company’s driving force behind the successful drive in achieving global market leadership from the late 90s until early 2010. He was awarded the French Légion d’Honneur for his contribution in leveraging the usage of IT technologies in France.
Léo graduated from the Hebrew University in Jerusalem in economics and international relations. He is fluent in five languages, and lives in London with his wife Liliane.
General Partner, Trinity Ventures
Noel has been part of the Silicon Valley venture capital community for more than 40 years. Prior to co-founding Trinity Ventures in 1986, he was co-founder of three successful technology startups, and CEO of two of them, Covalent Systems and Acurex. From 1983 to 1986, he led Covalent Systems from start up to a profitable $12 million sales level in three years. He led Acurex from 1972 to 1982 during a period when sales increased nearly tenfold to $65 million with continuous profitability.
Noel’s active investments are BlueStripe Software, Blue Tarp Financial, ID Analytics, LoopNet, MyNewPlace, SciQuest, ServiceMax, and Taulia. Noel is actively involved in the World Presidents’ Organization and the Stanford Athletic Board, and is a past chairman of the Northern California Chapter of the Young Presidents’ Organization and a past chairman of the American Electronics Association. He received his M.B.A. from the Stanford Graduate School of Business and his B.S. in Chemistry from Cornell University.
General Partner, Matrix Partners
Josh Hannah is a general partner with Matrix Partners. His entrepreneurial career began in 1999 when he cofounded Flutter.com in London and later led a merger with his biggest competitor, Betfair.com. The combined entity revolutionized the gaming industry by building the world’s first online marketplace for sports betting. Josh returned to the States in 2004.
Soon after, he and a partner purchased eHow, an ailing, Web 1.0, how-to directory. Josh and his partner outsourced content creation to the community and employed then-new advertising and search engine optimization techniques. They increased revenue and traffic 30-fold before selling the company to Demand Media in 2006 for a 400-X return.
As a partner at Matrix, Josh has invested in Huddle, Inflection and Taulia. Prior to joining Matrix, Josh invested in successful startups such as Aardvark (acquired by Google), Blingo (acquired by Publishers Clearing House), Designer Apparel (acquired by Sugar Media), Friendster (acquired by MOL Global), Minted, uShip and Wetpaint.
Principal, QuestMark Partners
Brian joined QuestMark in 2008 and became a Principal in 2012. He focuses on growth investments in several sectors including SaaS/enterprise software, financial services, consumer internet, medical technologies and healthcare IT. Brian is actively involved with a number of investments including IntegenX, where he is a Board Observer, ServiceMax, and previously Ingenuity (Acquired by QIAGEN).
Prior to QuestMark, he was a Summer Associate with New Enterprise Associates (NEA) focusing on the firm’s business development strategy in Asia and consumer technology investments in the US. Before NEA, Brian was an analyst with Greenspring Associates leading diligence on the firm’s direct company investments and fund investments with other venture firms.
His investment background is augmented by his experience in sales, operations, and business development with two successful technology startups; StreetAccount (acquired by FactSet) in the financial services space and ISC in the enterprise networking sector. Brian received his undergraduate degree from Bowdoin College, where he was a two-time All-American lacrosse player, and an MBA from the University of Virginia’s Darden School of Business.
Partner, Zouk Capital LLP
Nathan Medlock joined Zouk in 2013 and is a Partner in the Technology Growth Team. With over 20 years’ experience in private equity, M&A, corporate finance and government advisory, Nathan brings significant direct investment and operational experience to Zouk.
Before joining Zouk, Nathan was a Partner at Galaxis Capital where was active in operational roles with Private Equity backed companies, including that of CEO in a Swedish listed mining company and CFO of a private US biotech company. Prior, he worked at Warburg Pincus in a direct investment role where he invested, managed and restructured over a $1bn of investments in European growth capital companies. Prior to those roles, Nathan was with Lehman Brothers where he was a director in the private equity division.
Nathan holds a Master of Business Administration with Honours from The Wharton School of the University of Pennsylvania, and a Masters of Engineering and a Bachelor of Science in Mechanical Engineering and Energy Systems (Nuclear) from the University of Manchester.
Chief Investment Officer, Ping An Global Voyager
Donald Lacey is Chief Investment Officer at Ping An Global Voyager, a growth stage fintech and healthtech venture fund formed by Ping An Group. Mr. Lacey joined Ping An from Citigroup, where he worked as a managing director in a variety of corporate and investment banking roles across Asia Pacific. While at Citigroup, he led the bank’s advisory efforts on numerous high profile cross-border M&A and capital raising transactions for Asian insurance, banking and technology firms. Mr. Lacey commenced his career as a financial analyst at Goldman Sachs in New York. He has an SB from the Massachusetts Institute of Technology and a JD from Harvard Law School.