Functional Skills
Accounting Software Implementation
Financial Modeling
Sales and Operations Planning (S&OP)
Restructuring / Turnarounds
Software Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Certifications
CIMACertified Investment Management Analyst
Sector Experience
Business Services
Financial Services
Healthcare
Retail
Transportation & Logistics
Experience
Irelandia
Corporate Strategy & Development
1-Strategic and Financial Consultant
1/2018 - 8/2021
Retail consulting. Barcelona and Valencia Spain 2018-2021
•Financing and growth consulting for a retail chain in Spain.
•Financing and growth consulting for a retail chain in Spain.
MoneyOnMobile inc(MOMT)
Management Consulting
Director/Consultant
1/2010 - 1/2018
Mobile payments and credit card processing
•Lead Company in re-structuring process including asset sales
•Managed multiple debt and equity transactions for the Company.
•Worked in India on behalf of the Board in an effort to salvage the Company's Indian subsidiary.
•Led audit investigation and SEC reporting when in India
•Lead Company in re-structuring process including asset sales
•Managed multiple debt and equity transactions for the Company.
•Worked in India on behalf of the Board in an effort to salvage the Company's Indian subsidiary.
•Led audit investigation and SEC reporting when in India
Excel Corp(EXCC)
Corporate Strategy & Development
Director and Interim CEO
1/2015 - 1/2017
investors. (They were re-paid in 2016)
•2017-Implemented major re-structuring of senior management team and financial cost-base of the Company. 2017 revenues of $30m.
•Lead loan negotiating with Institutional lenders $25m (GACP).
•Lead asset sale negotiations.
•2017-Implemented major re-structuring of senior management team and financial cost-base of the Company. 2017 revenues of $30m.
•Lead loan negotiating with Institutional lenders $25m (GACP).
•Lead asset sale negotiations.
Active In-Home therapy
Start-Up
Founder/CEO/CFO
1/2011 - 1/2016
Active In-Home Therapy: San Francisco. 2011-2016
•Founded and built the largest in-home therapy company in Northern California.
•Grew the Company to 40 therapists providing, P.T. and O.T. to insurance companies, workers comp. org's and private pay clients.
•Sold the business in 2016. Provided 6 months consulting to new owners until 2017. Restructuring and Financial Management Consultant.
•Founded and built the largest in-home therapy company in Northern California.
•Grew the Company to 40 therapists providing, P.T. and O.T. to insurance companies, workers comp. org's and private pay clients.
•Sold the business in 2016. Provided 6 months consulting to new owners until 2017. Restructuring and Financial Management Consultant.
London Irish Rugby PLC
Finance
Management Consultant
3/2009 - 1/2010
Worked for LIH's largest investor on capital market assessment plus revenue
development opportunities.
development opportunities.
Innerstep LLC
Finance
Management Consultant
5/2009 - 9/2009
Consulted for outside shareholders and helped management re-structure balance sheet to improve capital needs at the Company.
Robertson Stephens Investment Bank LLC
Sales
Managing Director, Sales
1/1996 - 1/2001
Hired from Merrill Lynch to open the first international office of Robertson Stephens LLC. Helped grow the business from $0 to $100m+ in revenues and 140 employees over a 5-year period.
•Director of Institutional Sales for the London Office. Senior Manager, Institutional Equity Sales.
•Director of Institutional Sales for the London Office. Senior Manager, Institutional Equity Sales.
Merrill Lynch, Paine Webber, NCB Ireland
Sales
2-Investment Banker/ Asset Manager
1/1986 - 1/1996
Responsible for major client management and new market developments
•No 1 salesperson at Merrill Lynch London, U.S. equities.
•No 1 salesperson at Merrill Lynch London, U.S. equities.