CEO, CFO, senior executive and builder of growing companies in biotech/healthcare and other industries with extensive experience imposing financial discipline while bringing a high level of managerial expertise.Adept at partnering with outstanding entrepreneurs to build great companies, including successfully maneuvering the challenges of high growth and innovation, recruiting and retaining the best team, and building a fantastic work culture.Career Highlights● Managing Partner, CFO, founder, and builder of financial industry startup, Dunbar Capital, that grew to over $225 million in AUM successfully serving large corporate customers such as LPL, Lincoln Financial, MassMutual and AXA and several hundred clients in 30+ states. Developed, implemented, and led “best practice” institutional quality financial function/business controls, policies and procedures, compliance effort and investment process. ● Interim CFO - recruited to turn around a healthcare tech startup in financial crisis and quickly stabilized and rebuilt company’s financial function, restored confidence with key stakeholders and enabled company to raise $15 million to position it to return to growth mode.● Business lead for a Princeton University biotech venture, analyzed the commercializationpotential of insulin/synthetic protein design technology and raised funds to continue development of insulin in Princeton lab.● Portfolio manager - invested in thousands of public and private companies including distressed assets.● Investment banker - advised public and private companies undergoing complex financial restructurings, equity and debt offerings and M&A transactions. Areas of ExpertiseRaising Equity & Debt Capital | Business Development | Financial Planning & Analysis | Crisis Management | Financial Restructuring | Team Leadership | Growth Initiatives | Board Communication/Presentations | Budget Management | Revenue/Profit Growth | Strategic Partnerships | Business Planning | Risk Management | Utilizing Princeton/Columbia Alumni & Financial Industry Networks to Build Company | Passionate About Investor Relations & Customer Service | Recruiting of A Players | Identifying & Implementing Best practices | Managing Complex Tax, Regulatory & Accounting Issues | Articulate Oral and Written Communicator | Accurate Projections Models | Cash Management & Controls | Thinking Out of the Box | Solve Complex Problems With Imperfect/Noisy Data | Negotiate Complicated Agreements | Due DiligenceSwim More Than a Mile Daily | Community Volunteer
Listed skills include Founder And Senior Executive Of Startup, Business Development, Professional Investor, Leadership, and 45 others.