Functional Skills
Business Planning
Financial Modeling
Valuation
Investor Relations
Forecasting / Projections
Software Skills
Microsoft Office
Quickbooks
Quickbooks Enterprise
DocuSign
G Suite
Certifications
CFAChartered Financial Analyst
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Travel & Hospitality
Bulge Bracket Investment Banks
Experience
Ciamara Corporation
Finance
Founder and CEO
7/2009 - Present
Founded in 2008, Ciamara designs, markets and implements high end audio components and sound systems for the home audiophile, professional studio and nightclub / venue markets. Ciamara markets and sells several top-tier audio brands on an exclusive and semi-exclusive basis in the US and globally. In 2013, Ciamara took a portion of its business online through ciamara.com, despite the industry’s strong resistance to the internet. Ciamara enjoys a reputation for excellence in audio system design an
Immunic Therapeutics
Finance
CFO
6/2019 - 4/2020
Assumed the senior leadership role for Corporate Finance, Investor Relations, Corporate M&A/Business Development, Finance/Accounting and Information Technology. Joined company immediately following its reverse merger into a small-cap public biotech company traded on Nasdaq. Opened and ran the New York office. Set up a USD40m ATM (At-The-Market) program and raised approximately USD10m within the first 4 months.
Pernix Therapeutics Holdings
Finance
CFO
6/2014 - 7/2016
Assumed senior leadership role for Corporate M&A and FinanceAccounting. Sourced several transactions, including the acquisition of Treximet from GSK for USD252m. Raised USD465m in under 18 months.
Cantor Fitzgerald
Finance
Managing Director
12/2009 - 6/2014
Led the firm's move into Healthcare Investment Banking, with a specific focus on ATM (At The Market) programs and M&A. Sourced and closed over 15 deals in 3 years as a coverage officer, raising more than USD500m for clients.
William J. Clinton Foundation
Management Consulting
Manager, Global Malaria Program, Drug Access Team
11/2008 - 6/2009
Negotiated a multi-billion dollar, multi-year supply chain agreement with manufacturers of LLINs (mosquito nets), ACTs (artemisinin-based combination therapies) and HIV drugs on behalf of the Geneva-based Global Fund. Successful in reducing prices by over 20% and in generating more than USD300m in cost savings in year one.
Cowen Group
Finance
VP Healthcare Investment Banking
6/2007 - 6/2008
Met regularly with healthcare companies leading to two M&A mandates and two financing transactions. Presented M&A and financing alternatives to generic/specialty pharmaceutical companies (e.g. Allergan, Alpharma, Cephalon, Endo Pharmaceuticals, Roche, Shire) and life science tools companies (e.g. Affymetrix, Applied Biosystems, Cepheid, Illumina, Luminex, Nanogen, Sequenom). Executed transactions for diaDexus (USD50m sellside M&A) and Nanogen (USD160m reverse merger).
UBS
Finance
Associate Director, Global Healthcare Group
7/1998 - 7/2001
Executed more than 15 transactions (IPO, Follow-on, Private Placements, M&A, Convertible Debt and High Yield) as part of an industry-leading healthcare investment banking effort. Helped generate significant revenue for the investment banking team by leveraging deep expertise in genomics and molecular biology to position and market multiple life science tools deals.