Functional Skills

Acquisition Target Identification
Private Equity Investing
Business Unit Strategy
Change Management / Org Design
Divestitures
Clinical Trial Design
Financial Due Diligence
IP Licensing
Strategic Planning
Valuation

Software Skills

Adobe Creative Cloud
Clindata Cloud
Dropbox
Google Cloud Storage
Google Docs
HP Smart Array
MasterControl
Microsoft Office
Microsoft Project
Outlook

Sector Experience

Business Services
Financial Services
Healthcare
Life Sciences & Pharma
Technology

Experience

Tralee Intl. LLC Management Consulting
Managing Partner
1/2012 - Present
Manage the operations of this consulting firm as well as act as the lead consultant on engagements including Ultracare, Kato, Volante, Fjord Ventures.

UltraCare Corp Corporate Strategy & Development
Acting CEO
9/2022 - Present
UltraCare is a PE backed roll up of Urgent Care and Primary Care facilities.
Developed a business, financial and growth model for the acquisition and execution strategy.
Formed a Joint Venture with an AI driven practice management
system for improving cash flow by up to 250% within 18 to 24 months.
Negotiated and executed a Joint Venture with a Primary Care Physician management company for on site management.
Actively identifying and negotiating acquisition targets.

KATO PHARMACEUTICALS, INC. Management Consulting
Acting CEO
1/2016 - 3/2023
• Created this VC backed company around acquired IP for novel treatments for retinal diseases.
• Recruited and developed a strong team of full and part time professionals including finance, R&D, quality control, clinical trials, regulatory, FDA/other agency compliance,
• Successfully developed a novel new drug, establishing FDA compliant manufacturing, conducted animal and human clinical studies to enable IND filing while securing patent approval.
• Successfully achieved FDA approval for a US Phase 2 Clinical program. Out licensed greater China rights to a public Hong Kong Company

Volante Diagnostics Corporate Strategy & Development
Acting CEO
1/2014 - 1/2018
Volante is VC backed early stage company developing diagnostics in
Oncology.
Negotiated a license with the Cleveland Clinic for a novel biomarker for
metastatic brain cancer.
Developed an ultrahigh sensitivity testing procedure increasing sensitivity by 20X.

FJORD VENTURES Corporate Strategy & Development
Managing Director
1/2012 - 1/2016
•Fjord is a healthcare venture capital group. Focus on unmet medical needs and $1B markets in Oncology, Cardiology, Ophthalmology and Neurology.
• Collaborated with internal/external research analysts and scientists to identify and qualify early-stage investment opportunities meeting strict criteria leading to creation of new corporate entities including Kato Pharmaceuticals and Volante DX
• Cultivated strong relationships with academic researchers and startups on leading edge technologies.

NUMODA CAPITAL Corporate Strategy & Development
Managing Director
1/2009 - 1/2012
Numoda Capital is the venture division of a large Philadelphia based CRO.
Identified novel healthcare investments with a focus on new therapies, diagnostics and devices as new business for the CRO.
• Leveraged market/industry contacts and insights to identify unique biotech/pharma/ devices and diagnostics investments.
• Established and maintained global contacts through frequent attendance at major international conferences.
• Generated a 50+% ROI leading 12 investments in public and private companies.

CRYSTAL COVE CAPITAL LLC Finance
Managing Partner
1/2005 - 1/2009
• Founded and grew a FINRA-registered merchant bank into a multi-million$ business that provided transaction and capital raising services for emerging public and private companies developing therapeutics, diagnostics and devices.
Successfully closed over 25 transactions.

CIBC World Markets Finance
Managing Director
1/2000 - 1/2005
Responsible for M&A, private placements and real estate finance for Fortune 1000 companies in North America.
Led a team of 25 investment bankers while acting as lead banker advising select clients.