Functional Skills
Business Unit Strategy
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Data Modeling
Software Skills
Microsoft Excel
Microsoft Excel Macros
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Certifications
Series 16
Series 63
Series 7
Sector Experience
Automotive
Energy
Financial Services
Healthcare
Manufacturing
Languages
English
Bulge Bracket Investment Banks
Experience
SiGNa Chemistry
Start-Up
Chief Financial Officer
4/2013 - Present
SiGNa is a specialty chemical manufacturer with unique, patented technology in applicable to Enhanced Oil Recovery and hydraulic fracturing. Consulting in the CFO role, I implemented stronger cash management, facilitated new bridge financing with their incumbent VCs and developed their 5-year operating budget and valuation. In addition, I completed a 5-year financial audit of the company and led the sale of their fuel cell assets
Ener1, Inc
Start-Up
Chief Financial Officer and Chief Strategy Officer
9/2008 - 10/2011
First U.S. based manufacturer of commercial grade lithium battery systems, an early stage $160 million technological pioneer for the automotive and renewable energy industries. Led all strategic and financial planning, rapidly raised substantial capital and served as key liaison to investor groups, U.S. DOE, external counsel and Board of Directors. Staff of 17 with seven direct reports in finance, accounting, investor relations, IT and corporate strategy
Acuity Capital
Finance
Portfolio Manager
12/2007 - 8/2008
Appointed to develop new lines of business for this start-up hedge fund, for which assets under management peaked at $450 million prior to the 2008 global financial crisis.
Credit Suisse
Finance
Director, Convertible Arbitrage
9/1987 - 2/2007
Recruited and progressively appointed to roles of increasing responsibility in equity finance, convertible arbitrage and research & strategy for this $100 billion global financial services leader.