Leader and manager with founding team of strategic, operational and financial development of Pathogen Reduction Solutions (PRS). PRS is an emerging player in the dynamic field of Indoor Air Quality (IAQ) management, a field energized most recently by the pandemic, but also by a growing market awareness of risks that airborne pathogens pose in indoor spaces. PRS offers an IAQ solution that directly addresses the moral obligations related to protecting human health and well-being indoors, while presenting an equally compelling economic case based largely upon energy efficiency-driven cost savings when compared to other IAQ management alternatives. In summary, as empirical evidence and understanding of airborne pathogen threats builds, PRS enables practical action now to mitigate risk while building scalable resiliency to future threats.

Leader and manager of best practices standardization and development of all Product and Service Lines across TEAM’s roughly $1 billion global service and product portfolio. TEAM is a global leading provider of integrated, asset performance assurance and optimization solutions, deploying conventional, specialized and proprietary inspection, condition assessment, maintenance and repair services.

Co-founder, investor and manager of platform company providing advanced inspection and engineering assessment solutions for critical energy infrastructure within the pipeline, process, power and production sectors. Quest Integrity is the global leader - utilizing a vertically integrated, proprietary portfolio of non-destructive testing/examination (NDT/E) instrumentation and software tools - in the in-line inspection of and asset integrity management solutions for operators’ most challenging tubular energy infrastructure.

Investor and manager, as one of six partners in the U.S., of approximately $500 million in private equity through middle market buyouts, recapitalizations and growth capital infusions. Leader of specialty group responsible for technology investing with a primary emphasis on lower R&D intensity, industrial technology and vertical market-tailored information technology services and software applications.

Investor and manager, as one of five dedicated partners in the U.S., of $400-600 million of Deutsche Bank’s capital per year. Responsible for rebuilding the institution’s West Coast private equity presence and developing lead/co-lead managed deal flow in buyouts, growth financings, build-ups, recapitalizations, sales and restructurings with investments ranging from late stage venture capital to traditional private equity.

Developer and leader of global capital markets effort in tandem with existing convertible arbitrage business. Sourced, structured and priced convertible and equity-linked securities originating primarily in the U.S. and Asia and distributed in the U.S. and Europe. Prior to that, part of a small team responsible for building a cash equity business shortly after the institution received federal underwriting approval; and one of three founding members of group developing innovative financial structures for funding, tax and balance sheet advantages, as well as M&A prospects.

Analyzer of various operations and life cycle cost implications for military aircraft programs.