Functional Skills

Restructuring / Turnarounds
Market Research
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Investor Relations
Operational Efficiency
Supply Chain Management
Cost Reduction
Growth Strategy
Strategy Development

Software Skills

Microsoft Office
Microsoft PowerPoint
Microsoft Word
Microsoft Excel

Certifications

Series 63
Series 82

Sector Experience

Energy
Financial Services
Industrials
Manufacturing
Transportation & Logistics

Languages

English

Experience

Exelis Group Management Consulting
Managing Partner
1/2012 - Present
Strategic advisory and capital markets firm that works exclusively with senior executives of private equity-backed companies, emerging growth firms, middle market investment groups, and family offices leveraging the integrated disciplines of strategic advisory, interim leadership and investment banking.
Exelis Group Finance
Managing Partner
1/2012 - Present
Same as above.
Fintech (SMB Lending) Start-Up
CEO North America / Board Member
10/2021 - 12/2022
Global fintech and artificial intelligence (AI) powered financing platform for small businesses (SMBs). Led the launch of the North American businesses, raised $25M in funding, and established 18 commercial relationships.
$1B+ Family Office / Private Equity Group Finance
Director (Focused on Business Development & Strategic Growth)
1/2011 - 11/2011
Private equity firm and single family office with a multibillion dollar portfolio of transportation, logistics, energy, real estate and investment assets spanning North America. Sourced, analyzed and transacted on new investment and business development opportunities and developed advanced supply chain and logistics solutions for key operating company customers.
Fidelity Investments Corporate Strategy & Development
Portfolio Company Development / Strategic Investments
9/2003 - 12/2010
Private equity group within a leading global financial services firm with over $10B in assets spanning industries (e.g. industrial, services, financial, hospitality, transportation, technology) and strategies (e.g. PE, VC, corporate venturing, operating holding companies).
$6B Industrial Distribution Company (Owned by Fidelity Investments) Operations
Director, Market Development & Supply Chain
9/2006 - 10/2010
Owned by Fidelity Investments' private equity group. Served as both Supply Chain Development Director and Market Development Director. Played a key role in growing a $500M company to $6B in sales through the acquisition of key competitors. Lead transformation efforts across Corporate Development, Supply Chain and Market Development.
Transcription technology company with customers in over 28 countries worldwide Start-Up
Co-Founder / COO
4/2001 - 5/2003
Spearhead the development of a new hardware product line for the international marketplace. Achieved substantial gross margins of over 75% through effective global sourcing with constituents based on four continents and by leveraging a lean, asset light operating model. Quickly grew sales past breakeven by establishing an independent sales force and effectively managing the P&L.
VC-Backed Fintech Operations
Founding Team / Biz Dev / VP Ops
11/1997 - 3/2001
Raised over $7M of venture capital and helped scale the business from three employees to over 80. Directed the creation and evolution of an artificial intelligence-based investment analytics platform that was ultimately used to launch a $1B asset management business. Negotiated and closed licensing and partnership agreements with firms such as NASDAQ, CNBC, and Yahoo!Finance.