Our Team

For over 20 years, we have been executive recruiters, with an emphasis on investment and merchant banks, private equity and venture capital firms, asset management companies, corporate business development departments, and portfolio companies of private equity and venture capital firms. We have worked on Wall Street and in corporate firms in banking and personnel positions. This experience enables us to understand our client's needs, understand the position, screen candidates and competently handle the individual components of the recruitment process.

At Phoenix Group International, our relationships with our clients and candidates have been based on:
  • Trust and Personal Service
  • Discretion and Confidentiality
  • Integrity and Consistency
  • Professionalism and Excellence
Biographies of Our Team:

EXECUTIVE RECRUITERS
STEPHEN FLYNN LISA JACOBS CONTI
JOANNE FLYNN CONNIE PON KOPLAN
LYNNE BALLEGEER
RESEARCH ASSOCIATES
KEVIN CONROY SUSAN LAMA
DONNA WILSON
CONSULTANTS
KAREN BULLARD ANN FUTCH

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Executive Recruiters
STEPHEN FLYNN

Stephen Flynn is the founder and Managing Director of Phoenix Group International. He has over 25 years of experience in executive recruitment in the financial sector.

A graduate of the United States Military Academy at West Point, Steve served for five years in the U. S. Army, attaining the rank of Captain. He also earned two graduate degrees from the University of Oklahoma in the areas of Business Management and Human Resource Management while serving as a field artillery officer at Fort Sill, Oklahoma.

Prior to working in the executive recruitment field, Steve worked for Goldman, Sachs & Co. in mortgage-backed securities and he held several executive positions at Philip Morris, Inc., in executive recruitment, MBA recruitment, and executive compensation. Steve's credentials are unique in that he has corporate recruitment experience, together with an investment banking background. This combination provides him with the experience to understand the recruitment requirements of the industry. Steve has also seen the changes in this industry over the past 20 years and has continually evolved his own recruitment strategies accordingly. Technology has become an important part of the industry, but it will never overshadow the personal relationships Steve has developed with both candidates and clients.

Contact Stephen at sflynn@phxgrpintl.com -- Back to the Top
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JOANNE FLYNN

Joanne Flynn continues to head the business development consulting group. In addition, Joanne will also focus her efforts on recruitment. Previously, Joanne held the position of Vice President and Director of Global Training and Development at Goldman, Sachs & Co. for nine years. She focuses on the full range of strategic business development issues facing the investment banking industry.

Joanne is experienced in all aspects of organizational development and training on an international level. Her consulting engagements include the design, development and delivery of training programs on the topics of business development, client account management, strategic selling, management development, and executive coaching. At Goldman Sachs, Joanne implemented programs to improve the organizational effectiveness of various business units, most notably investment banking, equities, fixed income and operations. Her consulting clients range from global investment banks to small private equity/venture capital firms.

Joanne holds a Master of Arts degree in Business Management from the University of Oklahoma. In addition, she holds a double degree major from the College of St. Elizabeth, as well as certificates from a variety of leading universities and professional training and development organizations.

Contact Joanne at jflynn@phxgrpintl.com -- Back to the Top
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LYNNE BALLEGEER

Lynne Ballegeer has been recruiting in the financial industry with Phoenix Group International since 1991. Prior to 1991, Lynne worked at Pan American World Airways as Personnel Director for finance and information services at the company's headquarters. Lynne leverages her human resource experience with her recruiting experience in assisting her clients and has a large impact particularly with regard to their organizational development and compensation questions. Over the last several years, Lynne greatly increased her number of business relationships in the Midwest Region.

Lynne lives in Indiana with her husband. They have four children – two college students at Indiana University and two professionals in New Jersey and New York. Lynne works throughout the United States for Phoenix Group International with particular emphasis in the Midwest Region. Lynne is a graduate of The Berkeley School and Pace University in New York.

Contact Lynne at lballegeer@phxgrpintl.com -- Back to the Top
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LISA JACOBS CONTI

Lisa Conti has an extensive background in executive recruitment, working for 10 years as a recruiter specializing in financial services. During that time, Lisa worked with Winston Personnel and Phoenix Group International in New York City.

Lisa relocated to Boston, her hometown, and worked for Plymouth Rock Assurance Company, where she recruited at the executive level. In 2007, Lisa rejoined Phoenix Group International.

Lisa is a graduate of Syracuse University and lives in a suburb of Boston with her husband and children. Lisa has been actively involved in her local community, serving in leadership roles at the board level.

We are pleased to have Lisa return to Phoenix Group. She will be working with clients throughout the country, with emphasis on developing the Northeast Region for us.

Contact Lisa at lconti@phxgrpintl.com -- Back to the Top
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CONNIE PON KOPLAN

Connie Pon Koplan focuses on executive recruiting in the areas of private equity, venture capital, investment banking, hedge funds, and corporate development.

Connie has seven years of principal investment and investment research experience. Connie spent five years as an Associate at Paul Capital Partners, a private equity firm focused on secondary investments in LBO and venture assets. Prior to Paul Capital, Connie spent two years as an Equity Research Associate at Robertson Stephens, where she focused on systems management software and hardware.

Connie earned her undergraduate degree in electrical engineering from Stanford University. She also earned a Master of Science in industrial engineering and engineering management from Stanford. Connie is a Certified Financial Analyst charterholder. In her spare time, she is an avid photographer.

Contact Connie at cpkoplan@phxgrpintl.com -- Back to the Top
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Research Associates
KEVIN CONROY

Kevin works as a part-time Research Associate for Phoenix Group International. Kevin is a Media Relations executive for Alloy Marketing in New York. He had joined Alloy directly out of college in 1999 as a Marketing Analyst. In 2001, he left Alloy, and worked for five years at a hedge fund in NYC. In June 2007, Kevin re-joined Alloy. Kevin has maintained a strong relationship with Phoenix Group International since 2000 and continues to be a valuable asset to the firm. His experience in the hedge fund market and finance in general are a great addition to our team.

Kevin is a graduate of the University of Massachusetts at Amherst, the Isenberg School of Management. He graduated with a Bachelor of Business Administration in Management.

Contact Kevin at kconroy@phxgrpintl.com -- Back to the Top
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SUSAN LAMA

Susan Lama has had a successful career in sales. Susan began her career at KLM in South Africa, her native country. After moving to the United States, she continued her sales career at De Palm Tours, Estee Lauder, and the Sheraton Hotel. Over the last 14 years, Susan has had extensive exposure to the investment banking and private equity sectors.

In addition to living in South Africa and the United States, Susan has also lived and worked in Aruba and the Dominican Republic. She lives in South Florida with her husband and children and is fluent in Spanish.

Susan will be working with clients across the United States, with an emphasis on developing the Southeast and Middle Atlantic Regions for Phoenix Group International.

Contact Susan at slama@phxgrpintl.com -- Back to the Top
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DONNA WILSON

Donna Wilson is our Office Manager. Her educational background includes a Master of Science and Bachelor of Science from Loyola University in Chicago. Donna has previous work experience in the health care sector, including Banner Health, Ascension Health, and the American Hospital Association. She brings very strong technology and organizational skills to the position.

Contact Donna at dwilson@phxgrpintl.com -- Back to the Top
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Consultants
KAREN BULLARD, Principal Consultant of HResource Solutions
In alliance with Phoenix Group International

Karen has over 25 years of corporate high-tech experience including 18 years in Human Resources. She has valuable hands-on knowledge with building human resource infrastructures in solo professional roles as well as executive team experience leading established HR operations. With excellent generalist expertise, Karen consults with firms in a variety of industries addressing their human resource needs.

Karen has worked primarily with small- to mid-size companies in Silicon Valley, successfully integrating a variety of cultures in start-up environments and emerging companies from pre-IPO through IPO. In addition, Karen has successfully managed change during corporate mergers and acquisitions.

Working with senior management teams where her contributions are highly visible, Karen develops and implements employment lifecycle processes, performance management systems, employee retention and benefit programs, as well as areas of compliance with policy development and training.

Most recently, Karen was Director of Staffing & Organizational Development at an emerging enterprise software development firm in Silicon Valley. Karen’s professional affiliations include her active membership in the Society of Human Resource Management (SHRM) and the California Employer Advisory Council. She was the Northern California Human Resource Association (NCHRA) Vice President and Program Director for three years.

Contact Karen at kbullard@phxgrpintl.com -- Back to the Top
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ANN FUTCH

Ann Futch, Executive Search Consultant, founded Sierra Advisory Group in 2004. Ann serves as a Special Advisor to Phoenix Group International. Previously she spent nearly a decade as an investment banking professional, working at Alex. Brown, Montgomery Securities, and Credit Suisse First Boston. Throughout her career in finance, she covered the technology, healthcare, and consumer sectors, with product knowledge spanning private and public equity and debt securities and M&A. Ann's recruiting efforts focus on Analyst through Managing Director level searches for bulge bracket investment banks, advisory boutiques, and private equity/venture capital firms.

A graduate of The Johns Hopkins University, Ann holds a Master of Business Administration from the Fuqua School of Business at Duke University. She also is an endurance sport enthusiast who is passionate about marathon running, triathlon racing, and Nordic skiing.

Contact Ann at afutch@phxgrpintl.com -- Back to the Top
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