20+ years of leadership positions in the financial services sector on both the buy side & the sell side and 10+ years in engineering, product management, business development & finance positions for technology-driven businesses. Investment management, investment banking, research, sales and compliance experience at Mufson Howe Hunter, Susquehanna International Group, Foley Mufson Howe, and Butcher & Singer. Direct oversight of, and involvement in, a $200+MM private equity fund as well as over 150 financing and M&A advisory transactions. Client & investor relationships in U.S., Europe and Asia. Hands-on experience in starting, financing, growing and selling businesses. Founded two investment banking firms. Extensive presentation, deal structuring & negotiation experience at both executive and board levels with clients & counterparties. Registrations: Series 24, 8, 79, 7, 63 and 16 (previously).Earlier in career, management & individual contributor experience at GE, Honeywell, General Signal and AII (an RCA spin out). Diverse product design & development, technology acquisition & spin off, operational assessment & control, product management and financial processes / systems experience in several technology-driven sectors including avionics test equipment, satellite-based navigation / communications systems (prototypes of GPS & Loran systems), telecommunications testing (forerunner of Fortel), robotics/industrial automation & control systems for in-plant, undersea and aerospace applications (including the control system for the Space Shuttle Robot Arm) and process measurement & controls. Undergraduate degree from Villanova in Electrical Engineering (BEE in control systems and communications) and graduate degrees from University of Pennsylvania in Systems Engineering (MSSE in simulation & optimization) and in Business (MBA in strategy & management). Specialties: Private Equity, M&A, Deal Structuring & Negotiations, Operational & Financial Due Diligence
Listed skills include Corporate Finance, Options, Start Ups, Trading, and 5 others.