Twice CEO, CFO at four technology companies, a finance Executive at Cardinal Health, and a finance and accounting professional at AlliedSignal and Cisco Systems. I have raised over $100M in equity capital and debt and have played leading and support roles in numerous buy and sell-side transactions for both public and private companies. In addition to running Accounting, Finance and Treasury, I have also led corporate and IP legal, HR and recruiting, IT, facilities and administration during my CFO tenures. As COO at two companies, I also ran Engineering, Manufacturing and Customer Service operations. My market experience includes domestic and international, and public and private companies in the hardware, software, service and process industries. I have also founded, invested in and been a board member of a number of companies.
Starting and growing companies, equity and debt financing, M&A, partnerships, negotiating and leading.
Organizations: Financial Executives International (FEI)
Starting and growing companies, equity and debt financing, M&A, partnerships, negotiating and leading.
Organizations: Financial Executives International (FEI)
Education
| University | Degree | Start Date (Year) | End Date (Year) | Activities and Societies | |
|---|---|---|---|---|---|
| Fuqua School of Business (at Duke University ) | MBA | 1993 | 1995 | Various entrepreneurial activities, soccer. | |
| Connecticut College | BA | 1987 | 1991 | Student government, chess, soccer, basketball and tennis. |
Experience
| Company | Dates | Title | Job Description |
|---|---|---|---|
|
Proformative I am currently working here |
08/2008 | Co-founder, CEO | Responsible for the vision, leadership, finance and operations of this company built to create and support a community for corporate finance and accounting professionals. |
|
VUDU |
06/2007 - 08/2008 | CFO | Responsible for accounting, finance, legal, HR and administrative operations for this venture-backed video-on-demand company. Raised a massive up round in a tough environment, created the G&A underpinnings of the company and positioned it for growth. |
|
Encirq |
03/2005 - 05/2007 | CFO | Responsible for fundraising and all things Accounting, Finance, HR, IT and Operations. Raised significant upround venture funding from one of the pre-eminent venture funds in the country. |
|
BlackPearl |
04/2003 - 12/2004 | CFO | Led funding, Finance, and Administration in a venture-backed software company developing sales and marketing applications for Global 500 Financial Services companies. Raised venture equity, bridge funding, venture debt and bank debt. Significantly reduced unnecessary or low-return burn rate. Created corporate entities in Hong Kong and the UK, utilizing advanced tax strategies. COO of company during sale process. Responsible for selling company to ACL Services, publicly traded software company, Canada. |
|
Atlantes |
11/1999 - 03/2003 | Co-founder, COO, CFO | Led funding, Finance, and Operations for a startup company developing Real-Time Remote Inventory Management and Access Control systems incorporating custom hardware, software and wireless technologies. Led and owned corporate strategy and execution in all Operations, Finance and Administrative domains. Sold company to Cardinal Health and remained there as VP Finance until joining Black Pearl. |
|
Cisco |
06/1997 - 10/1999 | Finance Manager | Managed team to support the >$1B Small/Medium Business Marketing organization and the >$100M Desktop Switching Business Unit. Worked extensively with Line of Business Sales, Marketing and Manufacturing leaders to plot and effectively execute strategy with resulting tremendous revenue and profit growth. |
|
AlliedSignal |
06/1995 - 05/1997 | Senior Financial Analyst and Manager | Financial Analysis, Strategic and Operational Planning, M&A Analysis and Integration, and Management Reporting for UOP, a $1B Joint Venture, and the $1B Specialty Chemicals division within AlliedSignal. |
Expert Information
Areas of Expertise
Finance, Capital Structure, Debt Financing, Equity Financing, Mergers & Acquisitions (M&A) and Joint Ventures, Professional Development, Startup & Entrepreneurs, Valuation, Venture Capital & Investment
| Expert's Bio | |
|---|---|
| I am CEO of Proformative and have been CFO at four technology companies, a finance Executive at Cardinal Health, and a finance and accounting professional at AlliedSignal and Cisco Systems. I have raised over $100M in equity capital and debt and have played central roles in numerous buy and sell-side. | |
