Skip to main content

Guiding the future of business education: Welcoming new Advisory Board Members

by Michael Jacobs |  September 10, 2025

At the Raymond A. Mason School of Business, strategic guidance and industry engagement are essential to shaping a forward-thinking, student-centered academic experience. The Mason Accounting Programs Board, the Business Analytics Advisory Board, and the Boehly Center Advisory Board exemplify this commitment. These boards serve as vital extensions of the Mason School’s mission—bringing together accomplished professionals, alumni, and thought leaders who contribute their expertise, networks, and resources to elevate the school’s programs and prepare students for success in a rapidly evolving business landscape.

Each board plays a distinct yet complementary role in advancing the Mason School’s objectives. From advising on curriculum and sponsoring experiential learning opportunities to mentoring students and fostering corporate partnerships, trustees serve as catalysts for innovation and champions of student development. Their involvement ensures that the Mason School remains responsive to industry trends while staying rooted in the values of integrity, leadership, and academic excellence that define a William & Mary education.

Effective July 1, 2025, the Mason School welcomed a new cohort of trustees to these three boards. These distinguished individuals bring fresh perspectives and a shared dedication to shaping the future of business education. Their contributions will help strengthen the Mason School’s impact across accounting, analytics, and finance—ensuring that students are not only equipped to meet the demands of today’s marketplace but empowered to lead with purpose.

Biographies of incoming trustees, separated by board and listed alphabetically.

BUSINESS ANALYTICS ADVISORY BOARD

  • Rob Allen, ’81, P ’16, is the retired Chief Credit Officer of Citizens Bank, the 14th largest bank in the U.S with $220BN in assets, where he was responsible for credit risk management across the entire enterprise, including Commercial and Consumer Banking and Capital Markets. In addition, he oversaw the credit data management, reporting and analytics functions, including the Allowance for Credit Losses group. With a career spanning over four decades, Rob held senior leadership roles at Bank of America, FleetBoston, and BankBoston, specializing in portfolio and risk management across diverse industries and global markets. Rob earned his B.A. in Economics from the College of William and Mary.
  • Christine Davis, ’90, is the Senior Vice President of Marketing at HealthEdge, where she leads the global marketing organization for healthcare AI-enabled technology and services solutions. Christine has held leadership roles at McKesson Health IT, Change Healthcare, GE Healthcare, and IBM, specializing in product marketing, digital strategy, demand generation, and brand management. Christine is recognized for building and leading top-performing teams and creating an environment of engagement. She holds an MBA from Emory University's Goizueta Business School and a BBA in Marketing from William & Mary.
  • Tyler Johnson, MSBA ’20, is a Manager in Tax Technology at PwC. His technical proficiency spans Python, Alteryx, Power BI, and ERP systems such as SAP S/4HANA and Vertex O Series. Prior to PwC, Tyler led multiple end-to-end tax software implementations at Sonepar USA, achieving dramatic reductions in processing time and earning recognition for his impact. He holds a Master of Science in Business Analytics from William & Mary and a Bachelor's in Finance and Business Analytics from Old Dominion University.
  • Shantanu Seth, MSBA ’18, is Senior Director at Axtria where he leads the Decision Science business across the Midwest and California, delivering advanced commercial analytics solutions to biopharma clients with a focus on commercialization of rare disease drugs. Prior to Axtria, Shantanu played a pivotal role in scaling North American operations at TheMathCompany, managing a multi-million-dollar P&L and leading high-impact teams across CPG, retail, manufacturing, and life sciences. He holds a Master’s in Business Analytics from William & Mary, with a specialization in optimization and AI, and a B.Tech in Electronics & Communications Engineering from Vellore Institute of Technology.
  • Zar Toolan, MBA ’07, is Principal of Wealth Platforms, Data & AI at Edward Jones and a member of its Operating Committee. Previously, he served as Managing Director at Wells Fargo Advisors, where he oversaw over $1.5 trillion in client assets. A former U.S. Navy nuclear engineer, Zar brings a disciplined, resilient approach to leadership and strategy. He is a sought-after speaker, board advisor, and thought leader whose insights have been featured in Fortune, Bloomberg, Harvard Business Review, and more. Zar lectures at top universities and actively coaches organizations driving positive global impact.

BOEHLY CENTER ADVISORY BOARD

  • Juli Bowe, ’10, serves as Head of CMBS Trading and Managing Director at Wells Fargo. Prior to her leadership role at Wells Fargo, Juli was a trader at Appaloosa Management LP and held multiple positions at Goldman Sachs. Juli holds a degree in Finance from the Raymond A. Mason School of Business at William & Mary and is based in Charlotte, North Carolina.
  • Alice Davison, P ’16, is a distinguished executive with over 30 years of experience at Capital Group. As Senior Vice President and Head of the Capital Associates Program & Early Investor Development, she played a pivotal role in shaping the firm’s future through strategic talent initiatives, diversity programs, and leadership development. She previously served as Vice President of Global Investment Group Talent Acquisition. Alice holds a bachelor’s degree in economics from Bowdoin College and an MBA with distinction from NYU’s Stern School of Business. She was a Trustee of the William & Mary Business School Foundation, and a founder of the Women’s Stock Pitch at William & Mary.
  • David Klepser, ’97, P ’26, leads the development and construction teams for Ram Realty Advisors across Florida, North Carolina, and Tennessee, and serves as a member of the firm’s Investment Committee. Prior to Ram, David spent six years in investment banking at First Union/Wachovia Securities. He later joined Grubb Properties, where he held diverse roles across development, finance, investments, and brokerage. David holds a B.B.A. from the College of William & Mary and an M.B.A. from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.
  • Chris LaRosa, P ’29, is Executive Director of Strategy and Global Business Development at CME Group, where he leads international corporate development, commercial partnerships, and strategic initiatives globally. Working across multiple asset classes Chris has a particular interest in energy and FX markets. He also represents CME on the boards of China-NEX and the EBS Swiss Company. Chris holds an Executive MBA from Northwestern University’s Kellogg School of Management, an MPA from James Madison University, and a BA from Allegheny College.
  • Adib Mattar, ’99, is the Co-Head of Cain Middle East & Head of Private Equity at Mubadala Capital. Prior to joining Mubadala, Adib was a banker with Credit Suisse’s Energy investment banking team in New York. He currently serves as a board member for Parking Platform and Reigning Champs. Abid graduated from the College of William & Mary with a B.A. in International Relations, and he holds an MBA and Masters of Science in Foreign Service (MSFS) from Georgetown University in Washington D.C. Adib is a Fellow at the Aspen Institute.

MASON ACCOUNTING PROGRAMS BOARD

  • Greg Althans, ’84, is Co-Leader of the Private Client Group and Vice Chairman at Clearstead Advisors. With over 35 years of experience—including leadership roles at Price Waterhouse and Fairport Asset Management—Greg has built a career focused on delivering personalized financial guidance and driving organizational growth. He is a CPA and Certified Financial Planner, and a frequent speaker at industry events. Greg holds a B.B.A. in Accounting from the College of William & Mary.
  • Jordan Culbertson, MAcc. ’17, is an Audit Director at BDO USA, based in Norfolk, Virginia, where he leads audit engagements and services clients ranging from closely held businesses to large, multi-national, multi-billion-dollar companies across a range of industries. At BDO, Jordan routinely advises owners, executives, and boards on the application of technical accounting pronouncements, implementation of internal control policies, and strategies for navigating complex and emerging accounting issues. He holds a Master of Accounting from William & Mary and a Bachelor of Science in Business Administration from Old Dominion University, with concentrations in Accounting and Finance. Jordan is a licensed Certified Public Accountant through the Virginia Board of Accountancy.
  • Terrye Enslow, ’96, serves as Founder and CEO of Threadline Consulting and previously held CFO roles at Care Advantage, Clarest Health, and McKesson Medical-Surgical, where she led high-impact initiatives in M&A, strategic planning, and operational execution. She holds a BBA in Accounting from William & Mary and serves on the Programs Board for the Richmond Chapter of the Association for Corporate Growth.
  • Tim Floyd, ’03, is an Audit Partner at KPMG and the Aerospace & Defense Audit Sector Leader for the firm’s Washington, DC metro commercial audit practice. With over two decades of experience, Tim specializes in audit and advisory services for aerospace, defense, government services, and real estate clients, ranging from Fortune 500 companies to pre-IPO entities. Tim serves as KPMG’s University Talent Acquisition Partner for the College of William & Mary, where he earned his BBA in Accounting.
  • Angela Inge, ’07, is Chief Accounting Officer at Capital Square, where she oversees the company’s accounting operations with a focus on its REIT, DSTs, and development initiatives. Prior to joining Capital Square, she worked in Ernst & Young’s assurance practice, serving clients across real estate, healthcare, and consumer products. Angela holds a bachelor’s degree in accounting and economics from the College of William & Mary and is a Certified Public Accountant. Angela was honored as “Female Executive of the Year” by the 2024 Titan Business Awards.
  • Scott Zickefoose, ’10, CPA, CM&AA, is a Partner at Keiter, where he leads the firm’s Transaction Advisory Services and Tax practice. Scott is a member of Keiter’s Merger & Acquisition team, Keiter Advisors, and the Emerging Growth and Technology Industry team. A graduate of William & Mary with a BBA in Accounting and Finance, Scott is also a Registered Representative of BA Securities, LLC and a Certified Merger and Acquisition Advisor through the Alliance of M&A Advisors.