Functional Skills
Budgeting
Business Planning
Financial Modeling
Product Development
Product Innovation
Project Management
Strategic Planning
Systems Integration
Technology Strategy
Financial Due Diligence
Software Skills
Microsoft Excel
PL/SQL
Python
SQL
Microsoft Word
Microsoft Project
Miro
Outlook
Microsoft Office
Microsoft PowerPoint
Zoom
MySQL
Salesforce
Sector Experience
Business Services
Financial Services
Life Sciences & Pharma
Technology
Languages
English
Notable Clients
Brinker Capital
Kiki Vodka Company LLC
Lonza Group
Reed Technology
Experience
La Salle University
Other
Founder and Executive Director
1/2011 - Present
Responsible for the initial vision and programming to support the academic and experiential needs of students as they pursue careers involving entrepreneurship and entrepreneurial thinking. Developed the Business Engagement Center to support small and start-up companies develop and implement strategies to meet growth goals. My larger role at La Salle includes designing and executing strategies for student enrollment and retention, developing marketing programs and content, fundraising and working with external stakeholders, interfacing the local community, and developing new academic and co-curricular programs collaboratively with fulltime faculty. Through our Center we have fostered and launched over 25 ventures.
Logic360 LLC
Information Technology
Founder/Consultant
1/2013 - Present
Logic360 offers technology and business strategy consulting services for F1000 companies in the greater Philadelphia region. We do this through on-site and remote staff augmentation, engagement with senior technology and business leaders, and helping lead and advise project teams from formation to completion.
Ben Franklin Technology Partners
Management Consulting
Consultant
4/1999 - Present
Ben Franklin Technology Partners is one of Philadelphia's most active investors in pre-money and early stage businesses. I serve a number of different roles including due diligence analysis which includes market forecasting, management and product assessments, and a thorough review of financial and operational data; Board representation; and initial funding application screening.
MODA Technology Partners
Start-Up
Founder, Director, and President
9/2005 - 5/2010
MODA Technology Partners was a provider of proprietary software products for pharmaceutical manufacturing customers seeking cost reductions and increased levels of regulatory compliance through automated workflow solutions. In May 2010, MODA was acquired by Lonza Group Ltd, a leading supplier to the pharmaceutical, healthcare and life sciences industries. Key accomplishments and activities include:
•Identified product opportunity in market and formed team and corporate infrastructure to commercialize, launch and drive shareholder value.
•Internally and externally focused as the company's president, overseeing all aspects of operations management, finance, legal, human resources, accounting, investor relations, and product strategy and delivery.
•Oversaw the acquisition and integration with Lonza.
•Raised over $8.5MM in debt and venture capital; responsible for negotiations and documentation for each round of financing, working closely with Board and professional legal counsel on cr
•Identified product opportunity in market and formed team and corporate infrastructure to commercialize, launch and drive shareholder value.
•Internally and externally focused as the company's president, overseeing all aspects of operations management, finance, legal, human resources, accounting, investor relations, and product strategy and delivery.
•Oversaw the acquisition and integration with Lonza.
•Raised over $8.5MM in debt and venture capital; responsible for negotiations and documentation for each round of financing, working closely with Board and professional legal counsel on cr
The Sycamore Group
Information Technology
Founder, President and Chief Executive Officer
10/1996 - 4/2006
The Sycamore Group was a software services consulting business offering high-end applications development outsourcing and technology leadership. The business was acquired by Anexinet Corporation, a regional leader in systems integration and technology management consulting firm.
•Served as the company's president and chief executive officer, overseeing all aspects of sales, marketing, human resources, finance, accounting, corporate files, project delivery and legal.
•Worked with numerous projects and clients with several individual client engagements in excess of $2M in project budgets in industries including insurance, healthcare, government and financial services.
•Provided leading edge IT solutions to over 70 prominent F1000 customers.
•Focused the company's strategy around business process automation which included business analysis, project management, technology planning, product development, and delivery and transition services.
•Built positive culture, resulting in very lo
•Served as the company's president and chief executive officer, overseeing all aspects of sales, marketing, human resources, finance, accounting, corporate files, project delivery and legal.
•Worked with numerous projects and clients with several individual client engagements in excess of $2M in project budgets in industries including insurance, healthcare, government and financial services.
•Provided leading edge IT solutions to over 70 prominent F1000 customers.
•Focused the company's strategy around business process automation which included business analysis, project management, technology planning, product development, and delivery and transition services.
•Built positive culture, resulting in very lo