Led post sale integration efforts for all Financial and Administrative functions following successful sale of Syclo to SAP AG. All objectives were achieved on time and on budget. All integration activities were completed ahead of schedule and with minimal impact on associated work streams.

Founding member of start-up technology company management team; managed internally funded growth from inception through successful sale of business. Accomplishments include creation, oversight and management of all financial and daily operational functions including:Accounting, Financial Control, Managerial Reporting, Financial Analysis, Tax Compliance and Planning • Developed financial, accounting, billing, internal control, and auditing procedures • Responsible for financial management of domestic and foreign operations and development of financial policies and tax compliance practicesManagement Committee Member and Strategic Planning • Provided consultative support to firm-wide planning initiatives through financial and management information analyses, reports, and recommendations • Supervised cash flow management, cost controls, expenses and analysis of financial statements for strategic business development • Coordinated closely with sales management to manage pipeline projections and product deliveryManagement of External Financial Functions • Established and maintain commercial banking relationship • Prepared and present materials for outside parties including potential strategic and venture investorsContract Management and Administration • Oversaw generation and compliance of all customer contracts • Supervised timely collection of all receivablesProcurement, Space Management, Office Operations • Managed IT Operations and Staff • Oversaw Office Management and Staff

• Team member sharing management responsibility for large-cap growth equity portfolio• Responsible for investment analysis, recommendation and write-ups for approximately 25% of S&P market sectors including: financials, chemicals, software, business services, process manufacturing• Consistently outperformed market benchmarks• Promoted to Portfolio Manager with responsibility for managing several institutional portfolios

• Responsibilities included due diligence, investment banking analysis, financial forecasting, analysis of stock trading history, market segment analysis, evaluation of senior company management, growth trends, economic modeling and authoring investment research reports and recommendations• Formulated equity investment recommendations for institutional and private investors• First research assistant promoted to analyst in firm history