Languages
English
Experience
ACAI Network
Corporate Strategy & Development
President
6/2016 - Present
• Building vertical market distributed applications on blockchain & negotiating telecom, finance and real estate partnerships for multiple early stage firms under business development.
• Generated LOI commitments for $120m in environmental, social & governance projects including a 403mw solar project in Bahia, Brazil.
• ACAI Network has also assisted early stage blockchain firms with market assessment and competitive analysis work in agriculture tech & real estate tech.
• Generated LOI commitments for $120m in environmental, social & governance projects including a 403mw solar project in Bahia, Brazil.
• ACAI Network has also assisted early stage blockchain firms with market assessment and competitive analysis work in agriculture tech & real estate tech.
UpperVal Capital
Corporate Strategy & Development
Principal Investigator and Founder
8/2015 - 7/2016
• Provided IP commercialization, business development advisory services, health care cross-fertilization, and capital raising for promising health care businesses.
• IP evaluation, market opportunity analysis and business development for a MIT Langer Labs team engaged in therapeutic cancer vaccines and infectious disease vaccines.
• IP evaluation, market opportunity analysis and business development for a MIT Langer Labs team engaged in therapeutic cancer vaccines and infectious disease vaccines.
Sotheby's International Realty
Other
Licensed Realtor and Team Co-Founder
5/2011 - 5/2016
• Multi-skill real estate services firm built as the CFO and Co-Founder of the Barton Group within an existing affiliate and led Upper Valley brokers in terms of sales volume, price achievement and premium over assessments, and
• Executed almost $150M of agreements for residential property sales, making us the leading real estate team in the Upper Valley in terms of total dollar value of transactions and price achievement over four years (2013 to 2015- Licensed Rea
• Executed almost $150M of agreements for residential property sales, making us the leading real estate team in the Upper Valley in terms of total dollar value of transactions and price achievement over four years (2013 to 2015- Licensed Rea
Unither Virology/TriStar Research
Finance
Team Partner and Co-founder
10/2008 - 5/2011
• Diversified research, business development and business intelligence research firm Worked with a multi-disciplinary team to win a $45M, 5 year NIAID award for pre-clinical (to Phase 2b) development of a broad spectrum antiviral therapeutic, and
• Engaged in Environmental, Social and Governance (ESG) work for a water purification firm looking to apply advanced purification breakthroughs across sectors.
• Engaged in Environmental, Social and Governance (ESG) work for a water purification firm looking to apply advanced purification breakthroughs across sectors.
Wells Fargo Securities
Finance
Licensed Wealth Manager & Team Co-Founder
3/2007 - 9/2008
• Built a $25m investment fund as a Licensed Wealth Manager through an existing partnership using active stock selection skills. Extensive experience as a growth-at-a-reasonable price (GARP) investor using equities, options and warrant-based strategies.
U.S. Treasury- Office of Intelligence & Analysis
Accounting
Senior International Financial Analyst (TS/SCI)
2/2002 - 3/2006
* Designated and sanctioned multiple terrorist groups. As a senior intelligence/ international economics officer working in the Treasury’s Office of Intelligence and Analysis (OIA) and the Office of Naval intelligence on secondment. Civilian intelligence award to OIA head.
Third Millennium Ventures
Finance
Principal & Hedge Fund Manager
8/1998 - 9/2001
• Built a diversified hedge fund on a Long/Short strategy in technology sectors and outperformed S&P by 45% over 2 years. Exited all partners in Spring 2000 to preserve investor capital.
• Reviewed over 100 private Placement opportunities after co-founding a young professionals-based Boston Venture Capital Society.
• Reviewed over 100 private Placement opportunities after co-founding a young professionals-based Boston Venture Capital Society.
Fidelity Management & Research
Other
Senior Technology Analyst & Fund Manager
6/1986 - 7/1987
• Delivered high quality research and portfolio recommendations for over a decade to growth and value fund managers at the leading buy side investment manager in the U.S. and U.K.
• Managed a number of sector and country mutual fund portfolios to first quartile performance over a decade while providing duty of care/stakeholder representation for stakeholders under FMR code of ethics. Served in multiple managerial & leadership roles in Fidelity International.
• Managed a number of sector and country mutual fund portfolios to first quartile performance over a decade while providing duty of care/stakeholder representation for stakeholders under FMR code of ethics. Served in multiple managerial & leadership roles in Fidelity International.