Trusted advisor to entrepreneurial companies and investors seeking professional guidance in the development of financial and administrative operations, business plans, financial projections and analysis.

Contract role that led to becoming full-time CFO for $25 million digitally-enabled provider of payment cards and related services. Successfully freed up $1.8M in cash flow over the first 24 months through the effective management and closing of a $6 million refinancing of the company’s term debt. Shepherded the company through a period of significant growth, maintaining 4% annual growth in SG&A for two years, accompanied by 33% annual growth in revenue.

CFO of this healthcare technology and network company. Developed private placement memorandum and successfully secured $7 million of equity funding for company’s developmental stage. Acquired by Accredo Health Group, the specialty pharmacy division of Medco Health Solutions, which was one of the nation's largest Pharmacy Benefit Managers before itself being acquired by Express Scripts.

Referred by a Big 4 public accounting partner to lead the financial and administrative operations of this scientific commercialization company. Worked with a new CEO and Board of Directors to refocus and clarify the company's strategic direction and business model. Sold company to Haemonetics Corporation, a global provider of blood and plasma equipment and related services. Led the due diligence process and oversaw the closing of the acquisition and subsequent integration.

CFO of this visionary software company dedicated to providing the industry's first Java-based storage resource management solution, with accountability for the development of relationships with venture capital firms to secure required funding.
Led capital-raising activities resulting in bridge financing and Series A term sheet with Summit Partners. Sold company to IBM Corporation, led the due diligence process and oversaw the closing of the acquisition and subsequent integration.