Founding partner of research, strategy and business advisory for technology and finance startups. Advisory projects include financial forecasting and modeling for startups seeking funding, pitch deck preparation, blockchain and cryptoasset tutorials and workshops for institutional investors, strategy development for blockchain startups. Public appearances as speaker and moderator at public events including blockchain meetups and conferences in New York and Washington DC

Treasurer and Board Member for Youth Orchestras of Essex County

Momenta Partners cultivates Connected Industry companies across all life-stages. We help companies navigate their Digital Transformation journey, through our integrated Advisory, Executive Search and Ventures practices. Led research and thought leadership efforts from 2017-2019. Created and led topical content strategy for website and newsletter, including industry expert interviews, thematic articles and whitepapers. Hosted 76 episodes of podcast series and quarterly webcast covering topics including predictive maintenance and blockchain technologies. Key topics included edge computing, ESG, IT security, blockchain, multi-cloud and data integration technologies.

• Supervised a team of 12 research analysts covering US REITS, BioTech, Energy, Software, Semiconductors, IT Security and Fintech. Responsible for Supervisory Analyst review of reports, presentations, marketing decks and communications since initial launch April 2019. • Collaborated with legal, compliance and internal stakeholders to develop and implement Policies and Procedures and Written Supervisory Procedures for US Equities and Globally Branded Research, ensuring compliance with FINRA and SEC regulations and firm policies. Responsibilities included chairing the Research Compensation Committee, approving all initiations and rating changes and supervision of US-based Japanese equity Supervisory Analyst

Tech 2025 is a platform and community for learning about, and discussing, the most consequential emerging technologies that will impact our world in the next 10 years including AI, Machine Learning, VR/AR/MR, Driverless Vehicles, Robot Automation, 3D Printing, Space Tech, Drones, Internet of Things, Blockchain, and Sustainable Technologies

Led research team of 2 analysts, initiating coverage of the software industry for CLSA in February 2010. Sectors included software as a service, virtualization, open source software, mobility, security, Internet of Things and internet infrastructure. Initiated coverage on 20 stocks. Most recent coverage included Microsoft, Oracle, Salesforce.com, Red Hat, Citrix, Trend Micro (Japan), Akamai, Teradata, PTC, Splunk and ServiceSource. Other coverage included McAfee, Sybase, Syniverse, Informatica, Qlik (acquired), IBM, Symantec, VeriSign and Rovi . Long-form industry reports “Deep Field: Discovering the Internet of Things”, “Soft Machines: Cloud Computing and Software’s Ascendency”, “Compubiquity”, and the 2020 series - “2020 Foresight”, “2020 Innovation”, “Pulling 2020 Forward”, “2020 Forces Converging”, “2020 In Sight” outlined critical long-term trends in technology. Collaborative thematic reports included “Mirror Worlds” (Virtual/Augmented Reality),“Clouducopia” (Cloud Computing), “Life 2.0” (Quantified Self) and “From Bytes to Atoms” (3D Printing/Additive Manufacturing).Developed and executed marketing agenda for institutional investor clients in the U.S., Asia, Canada and Europe. Regular appearances on CNBC, Bloomberg TV, Fox News and BNN. Quoted in major trade and financial publications including Bloomberg BusinessWeek, Barrons, Wall Street Journal, Forbes, Fortune, Dow Jones Newswire, Reuters, National Post, Globes, Information Week.

Strategic and industry consulting for technology and investment firms. Providing senior management and corporate development teams a range of specialized services including:▫ Strategic, competitive and industry analysis▫ Formulating effective go-to-market strategies▫ Identifying acquisition and/or investment opportunities▫ Assessing strategic alternatives▫ Evaluating build-or-buy decisions

Coverage officer with a primary focus on East Coast public and private software companies, venture capital and private equity firms. • Initiated East Coast based Software coverage effort for Merrill Lynch Tech Banking team, building banking coverage to >20 public and >40 private companies within first 10 months. Coordinated resources across corporate finance, M&A, Equity Capital Markets and senior management to identify client needs and strategic opportunities.

Led research team of 2 analysts, growing coverage from 6 stocks in 2002 to 18 in 2007. Facilitated client access to corporate management, investor relations, independent industry experts and Merrill Lynch IT staff through marketing trips, site visits and conference calls. Coordinated and hosted exclusive events for institutional investors including yearly Software and IT Services Conference, Data Security/Networking Bus Tour, Software Bus Tours, management conference calls, industry expert dinners and company visits. Authored initiation reports on 30 stocks, company updates, industry overviews, in depth topical analysis, earnings previews and reviews, competitive assessment, sum of the parts valuation, derivative strategies and industry event coverage.

Research Associate co-covering Infrastructure and Applications software

Sales manager for regional distributor of independent label pre-recorded music.