Family matters! ICmed helps health enterprises engage and collaborate with patients and family caregivers to coordinate care and share health information, creating improved medical outcomes in an emerging value-based care model. Consumers OWN, SHARE AND LEARN from their personalized, portable data in a free mobile app, enriched continuously from data generated from multiple sources, including remote patient monitoring devices and electronic medical records. Providers, health plans and self-insured employers introduce ICmed to their constituents to drive shared savings through increased patient/family/caregiver engagement and improved outcomes.

Where capital goes, progress follows. WealthForge is bringing greater efficiency and transparency to private capital markets.

CEO of Vesttoo Securities (USA) LLC, subsidiary of Vesttoo Ltd (Israel), a non-catastrophe insurance-linked securities model creating sources of capacity for (re)insurers and diversification opportunities for institutional investors seeking returns uncorrelated to the market. Before entering the US market and capitalizing on our preparations, the parent company was forced into Chapter 11 by virtue of schemes that created fraudulent letters of credit. After discovery and investigation, I facilitated the closure of the broker-dealer before exiting myself.

CEO of DH Capital Securities LLC during our FINRA broker-dealer formation process, prior to DH Capital's asset acquisition by Citizens Bank. Facilitated the sale of that new broker-dealer to Vesttoo Ltd.(Israel), establishing a broker-dealer presence in the US to develop the institutional insurance-linked securities market. Asked to stay on as CEO of the Vesttoo Securities (USA) LLC subsidiary.

HEALTH WARRIOR: radically convenient superfoods. Exit through acquisition by PepsiCo in 2018.

After establishing Equity Origination platform in 2006 to drive increases in IPO underwriting, took Equity Capital Markets chief executive role in 2008, comprising Investment Banking, Institutional Sales & Trading and Equity Research. From 2009 to 2015, turned operating losses into double-digit profit contribution through product enhancement, change to expense/compensation structure and coordination with bank parent. Involved with key regulator (FINRA) and industry trade group (SIFMA) in policy issues impacting market structure, private and public equity issuance and investment banking.

Set policy and strategic direction for $30B+ state pension system. Initiated formal assessment and commitment to alternative asset classes, including private equity, venture capital and real estate.

Co-founded investment banking firm focused on capital structure advisory and growth equity capital-raising, with securities issued through Brown Advisory Securities. Focused on emerging growth private and small-to-mid cap public companies, working with long-term institutional investors interested in early-stage successes in emerging growth digital health and fintech.

Led equity capital-raising activity in five industry groups: Transportation, Media, Real Estate, Gaming & Leisure, Financial Services. Responsibilities included business development; deal structuring, coordination and execution; and decision-making for transaction pricing, institutional placement and trading stabilization. Fostered relationships with venture capital and private equity group clients. Began in investment banking division with Alex. Brown & Sons in 1991, which was acquired by Bankers Trust in 1997 and by Deutsche Bank in 1999.

Joined as an Associate in Healthcare Investment Banking group, working on M&A and public equity and debt transactions. Transitioned into Equity Syndicate and Capital Markets group in 1993, with increasing origination responsibilities as Alex. Brown & Sons grew and was acquired by Bankers Trust in 1997, and then by Deutsche Bank in 1999.