Marcum LLP is one of the largest independent public accounting firms in the nation providing a comprehensive spectrum of financial services to both privately held and publicly traded companies.The Emerging Companies practice provides a comprehensive menu of a la carte financial services for the early stage technology and emerging growth business that is tailored to satisfy both client needs and budget. Major categories of deliverables include;1.) Basic Accounting and Tax services, 2.) Forecasting and Planning models, 3.) HR and Benefits team building,4.) Constituency (Director and Investor) support and meetings, 5,) Financial Strategy, 6.) Fundraising preparation and support, 7.) General Operating and Fractional CFO management services, and 8.) Exit and Liquidity event planning.Marcum LLP is able to effectively and economically satisfy the client's needs at all stages of development from start-up through public company or liquidity event.

Contract engagement with Executive's consulting firm, Venture Management Solutions Group, providing consulting and advisory services to BioMotiv LLC and its portfolio companies related to strategic planning, budgeting, financial model and projections, and periodic financial reporting. Providing support to Managing Director and Leadership Team based on experience as BioMotiv's CFO and in previous positions with private equity (PE) and venture capital (VC) investment firms at both the fund and portfolio company levels, Primary engagement objective for the first six month phase is to achieve a smooth. well-planned and orderly transition of CFO responsibilities to long-term Senior Finance Director.

Member of Executive Team supporting the CEO and responsible for managing the Finance and Accounting, Human Resources (HR), Information Technology (IT) and Administration and Facilities Management functions of this high-growth pharmaceutical research and development investment and operating company. Primary responsibilities include planning, implementing, managing and controlling all financial and administrative activities of the Company. Advises the Executive Team, Board of Directors and staff on financial strategy, performance reporting, risk management, organizational development, and management systems for the Company and its ten portfolio (product development) companies. BioMotiv is a mission-driven, for-profit investment and drug development operating company that accelerates breakthrough discoveries into medicines. The company is associated with The Harrington Project of University Hospitals in Cleveland, Ohio, an international drug development initiative. It is advancing a portfolio of discoveries into new therapeutics through an innovative model that efficiently aligns capital and collaborations. Technology platform and compound opportunities are sourced primarily through relationships with research institutions, disease foundations, and governments. The company is interested in all disease areas and types of therapeutics—small molecules, antibodies, proteins, cell therapies, and nucleotides. Projects are advanced to the point of clinical proof-of-concept and then out-licensed to strategic partners.

Venture Management Solutions Group (VMS) performs vital work to help early-stage technology venture Clients achieve value-creating milestones faster and more efficiently. VMS reduces execution risk by managing and performing certain administration, operations and finance functions, thereby facilitating and sharpening the entrepreneurial team's focus on technology development and commercialization (market launch and revenue ramp).VMS brings extensive Board of Directors and C-level venture management experience to its Clients on a significantly more economical part-time, project basis than a full time hire. VMS engagements maximize Client flexibility, optimize cash flow control, and reduce risk compared to full-time hires.VMS performs services and completes projects in the following business functions.• Financial Strategy• Financial Planning and Budgeting• Financial Systems Design and Implementation• Fundraising and Sale Transaction Preparation, Management and Support• Portfolio company Valuations including 409(A) Valuations• Virtual Data Room (VDR) Design, Implementation and Maintenance• Corporate Governance• Cap Table, Stock Register and Stockholder Database Management• Waterfall Modelling and Investor Return Analysis• Contract Review• Risk Management and Insurance Program• Human Resources

Reported to the founder, President and CEO of development stage medical device company. Functional responsibilities included Operations, Finance, Treasury, Accounting, Risk Management, Human Resources, Governance and Tax. Neuros Medical is commercializing a novel, disruptive technology and developing an implantable nerve stimulation device that blocks chronic pain for amputees and is presently conducting its Pivotal Clinical Trial to obtain FDA PMA approval. Previously served Neuros Medical as Chief Operating Officer, member of the Board of Directors, and as part-time CFO (through Taosandia LLC and Glengary LLC) since November 2009.

A consulting company focused on providing contract management services to technology-based, early stage companies in the areas of strategic planning, capital raising, general management, finance, operations and marketing.

Source and review investment opportunities, perform due diligence, participate in investment decisions. Provide management services to client companies in areas of general management, finance and operations.

A strategic roll-up in the moldmaking industry serving plastics processors comprised of four portfolio companies providing specialized machining services, injection molds, blow molds, compression molds and pultrusion dies.

Founded private equity investment firm new venture with four passive financial partners. Grew sales volume to $45 million in 1999 by acquiring seven well-established, manufacturing companies in the Midwest region. Completed successful exits through share redemptions, outright business sales to strategic and financial buyers, and liquidity recapitalization transactions. Provided limited partners with 32% cash internal rate of return (IRR) from inception through 1999. Businesses include custom assembly-line machinery, industrial lifting hardware, molds for plastics processors, specialized machining services and non-metallic die cut products. As principal entrepreneur, completed hands-on, operating tours of duty as CEO of portfolio companies to affect turnarounds or act as change agent in improving performance and implementing strategic initiatives.

Corporate finance department of this formerly-independent, publicly traded investment bank that is now part of Key Bank (Cleveland, OH). Originated corporate finance transactions for Midwest emerging growth companies. Representative transactions include initial public offerings, secondary equity offerings, business sales, leveraged acquisitions by management and private placements of debt.