Affiliated Management
Grant Grigorian Chief Financial Officer, Car Saver
Bradley George, Ph.D.
Jeff Mortimer
Former CIO of Charles Schwab
Professor, Babson College
• Chief Financial Officer of CarSaver
• 30 Years Experience working with startups and corporate ventures, with a focus on early-stage, pre- public firms.
• Chairing the Investment Strategy Committee at BNY Mellon Wealth Management
▪
Previously COO for CarSaver
• Worked for Aperion Capital Acquisition Corp. as Sr. Advisor – Acquisitions & Partnerships
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CFO positions in Ford’s South African and Argentine operations and global controller role for vehicle development finance
• 30+ years of experience in the financial services industry
• Associate Professor of Entrepreneurship at Babson College (ranked #1 in the US in Entrepreneurship)
• Prior to BNY Mellon, Charles Schwab Investment Management for 13 years, eventually serving as Chief Investment Officer
▪ Formerly strategy and business development lead for Ford’s Asia Pacific region
• BS and Meng in Mechanical Engineering from the University of Louisville, MBA from the University of Northern Iowa and an MS and PhD in Strategy and Entrepreneurship from Indiana University.
▪ Served on the boards of a number of Ford affiliates and joint ventures
Value-add support from proposed top-tier affiliated management with significant relevant industry experience 6
STRICTLY PRIVATE AND CONFIDENTIAL
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