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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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For over 25 years as an executive, entrepreneur, investor, board member and consultant, Robert has served numerous organizations in a leadership capacity, always seeking better ways to do things. In the mid-1990s, he was a consultant at McKinsey & Company (where, among other things, he helped develop the innovative concept, principles and action steps of "CRM" — a business practice new to the world, and a name Robert coined), and was president of TapeLicator, Inc. (maker of a patented one-handed tape applicator). In 1999, Robert pioneered the online HR services industry by founding iWorkwell, Inc. — the quality leader in HR information, guidance & tools — which he led as President for 17 years. He is now a professional angel investor and advisor, and currently serves on Keiretsu Capital's 5-person Investment Screening Committee for Co-Investment Funds IV and V and in its "Senior Advisor Network."

Company Board Roles, Composition and Compensation - Robert Padulo

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For over 25 years as an executive, entrepreneur, investor, board member and consultant, Robert has served numerous organizations in a leadership capacity, always seeking better ways to do things. In the mid-1990s, he was a consultant at McKinsey & Company (where, among other things, he helped develop the innovative concept, principles and action steps of "CRM" — a business practice new to the world, and a name Robert coined), and was president of TapeLicator, Inc. (maker of a patented one-handed tape applicator). In 1999, Robert pioneered the online HR services industry by founding iWorkwell, Inc. — the quality leader in HR information, guidance & tools — which he led as President for 17 years. He is now a professional angel investor and advisor, and currently serves on Keiretsu Capital's 5-person Investment Screening Committee for Co-Investment Funds IV and V and in its "Senior Advisor Network."

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