Bulge Bracket Investment Banks

Experience

Technology & Marketing Ventures, Inc. Management Consulting
CEO
9/1992 - Present
- Helps C-level clients navigate through unchartered waters by formulating/executing strategies, developing/managing ventures & JIT interim roles.
- Creates & executes Electronic-BoardroomTMVi(r) Solutions in consulting, education, TV,network,database,newsletter.
- TMVi Methodology tool to manage change, complexity & risk used for investor M&A due-diligence, stock ratings, product development.
- EmpowernatorJune TV/video: Techopolis; Journey of Resiliency; Explainers;
-Board member
Bill & Melinda Gates Foundation Operations
Advisor to Technology Partner Network
12/2015 - 12/2016
strategy, products & grantee support for financial services for the poor and US STEM education programs.
Paythru Finance
Board member, investor, advisor
9/2012 - 9/2016
Mobile marketing and payments SAAS strategy for St. Pancras UK train station, South Africa venture with standard bank & WPP marketing, assessment of USA subsidiary, tech explainer for board members.
JPMorgan Chase & Co Corporate Strategy & Development
division exec banking, investments, technology, marketing, products
1/1975 - 1/1992
JPMorganChase: VP US Gov't Banking Sales, public-private collaborations;
Citigroup: VP Global Info Products, Investor Services, Electronic Trading
IBM: Systems Integration Leader for banks, brokerage, insurance, real estate.
Merrill: systems program manager for financial advisors & security analysts;
Federal Reserve Bank: programmer/analyst
National Association of Corporate Directors Accounting
Treasurer New York City Chapter
9/1983 - 9/1989
report on financials at monthly board meeting; recruit monthly speakers for Harvard Club; coordinate with NACD on board positions for NYC membership.