For nearly 50 years, the leading U.S. universities and colleges have turned to Ruffalo Noel Levitz (RNL) to enroll the students they want, help more students graduate and succeed, and build lifelong relationships with donors. Our mission is to make universities, colleges, and nonprofits successful and vibrant through inspired and relevant engagement with our team of experts and leading technology solutions. RNL offers solutions in Undergraduate Enrollment Management, Graduate & Online Enrollment Management and Fundraising Management. RNL is a portfolio company of Summit Partners and Quad Partners.

Factorial Energy is developing breakthrough solid-state batteries that offer longer range per charge and increased safety. The company’s proprietary FEST™ (Factorial Electrolyte System Technology) leverages a solid electrolyte material, which has the potential to enable safe and reliable cell performance with high-capacity cathode and anode materials. Have served as partner to CEO on all strategic, operational, and financial matters and made significant impact to build the financial and operational infrastructure with very significant upgrades to the Finance team, processes, controls as well as systems. Managed team of 7 people in Finance. Significant accomplishments to-date include:• Accounting – Have completed initial implementation of NetSuite Financials and migration from QuickBooks; Ongoing work to implement additional NetSuite capabilities in 2023; Implementing Concur for expenses management; Have upgraded and built out Finance team with key hires• Financial Planning & Analysis – Built first-ever annual departmental-level, bottoms-up budget model; Implemented monthly budget/performance reviews; Introduced spend optimization program to better manage discretionary spending across entire business; Introduced Capex and Opex approval process• Finance – Ongoing work to complete Series E equity raise, managed global commercial banking relationships• Operations – Implementing WIP scrap recovery process and working with recycling partners on developing closed- loop system to minimize quantity and cost of pure scrap of expensive materials• Supply Chain – Developed detailed BOM model and working closely with Procurement on cost optimization. Established standard purchase agreement template and process for supplier negotiations• Sales – Collaborated with Sales team on multiple RFQs to provide financial support for pricing and Factorial COGS, as well as pricing strategy for sample cells delivered to customers

CFO of Fifth Season, a leader in vertical farming through its best-in-class automation and superior product offerings. Served as partner to co-founders on all strategic, operational, accounting, and financial matters. Built financial and operational infrastructure to enable rapid commercial ramp as well as raising additional capital to fund growth. Managed 25 people across Finance, Operations and Sales. Significant accomplishments included:• Accounting – Significantly upgraded accounting policies and processes. Reduced monthly close period from 30+ to 5 business days; Migrated financials from QuickBooks to NetSuite and payroll/HCM to Rippling; Built Finance team with key hires including Controller, Head of FP&A and Senior Accountant; managed audit relationship with Deloitte• Financial Planning & Analysis - Built bottoms-up budget model and implemented monthly budget/performance reviews; Instituted weekly cash forecasting and reporting• Finance – Raised Convertible Bridge Note to fund operating burn; was in process of raising Series C equity financingas well as re-financing term loan and equipment leases• Corporate & Strategic Development – engaged in multiple opportunities including merger/sale discussions as well as JV/technology licensing transactions• Supply Chain – Developed detailed BOM model and worked closely with farm operations on cost optimization. Established standard purchase agreement template and process for supplier contract negotiations• Operations – Worked closely farm management to implement inventory and WIP tracking system• Sales – Implemented Sales reporting process and provide weekly read-out to organization on Sales performance

Led Spurrier Capital Partners ("SCP") expansion into Europe and as well as driving the Firm’s Communications and Supply Chain Software efforts. Leveraging my extensive industry experience and knowledge of leading European Technology companies to enable SCP to further augment its cross-border capabilities. SCP is an elite boutique investment bank specializing in Mergers & Acquisitions advisory services and capital raising within the Technology sector. The Firm’s Consigliere Approach is an orientation in which it is the trusted advisor and counselor to the senior management teams and Boards of its clients. I was responsible for building SCP's business in Europe including defining market opportunity, creating business plan, client coverage, building headcount/resources, office location, fulfilling all regulatory requirements.

CFO of Skorpios Technologies, Inc., a disruptive silicon photonics company. Served as business partner to CEO with mandate to build operational infrastructure and manage company through commercial ramp and initial public offering. Broad set of responsibilities across the entire business during a period of rapid company growth and transformation. Managed a team of 30 across Accounting, Sales, Supply Chain, Quality, IT and Facilities departments. Significant accomplishments include:• Accounting - Built out Accounting function and instituted new processes, controls and reporting • Financial Planning & Analysis - Built detailed, bottoms-up budget and performance metrics• Finance – Completed novel non-dilutive capital infusion, two equity raises at significant valuation premiums, two debt financings and innovative bridge loan to finance Novati acquistion• M&A – Closed transformational acquisition of Novati to vertically integrate chip fabrication• R&D – Negotiated complex NRE deal with large OEM and acted as Program Manager• Corporate Development – Negotiated and closed major strategic partnership• Supply Chain – Developed detailed BOM model and led product cost optimization• Operations – Worked closely with semiconductor fab management in overseeing daily operations• Sales - Managed sales team; implemented commission plan; tracked Sales team performance

Hired to build and grow a technology investment banking business. Responsible for developing business strategy, recruiting and building team, aligning with product groups, other sector coverage leaders and senior management. Lead all business development and transaction execution across software, networking, cloud infrastructure and services sectors.

Global Head of Enterprise & Communications Systems. Responsible for developing and executing coverage strategy across enterprise software & systems, networking and cloud infrastructure sectors. Previously co-Head of European TMT group and Head of European Technology group.

Co-head of Global Technology Group. Managed European technology business and led coverage of all priority accounts.

Joined as VP in Technology Group in New York in 1996 and subsequently promoted to Principal and Managing Director. Relocated to London in October 1999 to lead coverage of communications sector as well as large cap European technology companies.

Founding member of newly formed Leading Technologies Investment Banking Group. Collaborated with Managing Director to determine overall strategic business plan, client coverage and execution of transactions. Supervised and trained eight team members.

Member of Technology Investment Banking group in New York and San Francisco. Primary responsibility for execution of equity financings, M&A transactions as well as new business proposals.

Supported Swaps and Repo Financing desks through analysis of profitability of originations and trading, regulatory compliance and credit exposure.

Performed audit fieldwork and supervised first-year audit staff in engagements for clients in investment banking and insurance sectors.