I get stuff done.

M-ND Media | V.P. of Accounting & Legal | July 2015 - January 2018Responsibilities included managing all accounting, finance, and legal operations for a leading Advertising/Marketing Technology company focused on interactive touch screens powered by internally developed software. Reporting directly to the executive team. Ensured accurate financial reporting and legal compliance while maintaining consistent revenue growth and fundraising goals. • Managed A/R, A/P, budget, cash flows, financial reporting, insurance, payroll, tax compliance, and treasury operations. • Implemented systems and controls that ensure accurate financial reporting to identify opportunities that drive sales, cut costs, and minimize risk. • Streamlined the sales process by implementing Chargify, HubSpot, and MailChimp to accurately track sales from lead to close and decrease A/R aging. • Managed annual revenue growth of $130k in 2015 to $1.5mm in 2017. • Negotiated $3mm Series A in 2016. • Created contracts and modern legal processes to manage risk while maintaining accurate records.

Trusted business and tax advisor for high-net worth families with closely held businesses, private investments, and non-profit organizations. Specialized in tax planning and preparation for high-net worth families’ businesses, individuals, trusts and estates. Advised on the tax implications of private equity driven acquisitions, dispositions, and reorganizations. • Performed all family office functions for a $500mm net worth family focused on biotechnology and medical device investments. • Managed a portfolio of investments including an art collection, hedge funds, private equity investments, and real estate to generate returns while minimizing costs and tax risks. • Assisted in trust and estate planning that protected the family’s assets for generations and minimized taxation.

Drafted bench memoranda, reviewed opinions, and facilitated emergent appeal applications for cases on appeal from the civil and criminal parts of the New Jersey Superior Court and State Agencies.

Researched and analyzed international corporate tax issues to develop corporate tax structures that minimized worldwide tax liability through the transfer of intellectual property to offshore entities.

Only associate selected to join a spinoff of technology consultants from Anderson Consulting. Developed custom accounting and treasury solutions utilizing ERP technologies to manage financial and regulatory operations for clients including Endo Pharmaceuticals, Drexel University, NCO Group, and SunGard.