YCharts (www.ycharts.com) offers a cloud based platform that enables smarter investment decisions and better prospect/client communications. Our service is a combination of robust data, intuitive and powerful tools, and outstanding customer support. YCharts was acquired by LLR Partners in October, 2020.

7ticks was the fastest growing business unit of Interactive Data Corp (IDC), a Warburg Pincus / SilverLake Partners owned company. IDC was acquired in December, 2015 by the Intercontinental Exchange Inc. (ICE, the parent company of NYSE), for $5.2B.7ticks was the market leading infrastructure-as-a-service (IaaS) provider for multi-geography, multi-asset class trading. With nearly 15% market share, 7ticks offered buy-side and sell-side banks, hedge funds, and proprietary trading desks with an outsourced managed trading infrastructure which included low latency transport, direct market access, colocation/proximity hosting, and market data services.Full accountability for the strategy, operations and P&L of this high-growth business.During my tenure, 7ticks improved significantly on every measureable dimension • Grew recurring revenue ($40M+) ~15% CAGR and expanded EBITDA margins • Exceeded signature targets by an average of 15%• Grew top 30 customer revenue by 15% per year• Improved monthly revenue turn-up capabilities by 25%, removing 9 months of backlog• Reduced major customer impacting incidents by >50%• Reduced employee attrition by 50% and increased satisfaction by 20 percentage points• Migrated business unit from a “solutions” focus to a product focus, rolling out new offerings• Won 3 Key Industry Awards: - Buy Side Technology’s “Best Low Latency Network” - Waters’ “Best Low Latency Data Feed Provider” - Inside Market Data’s “Best Low Latency Data Vendor”

P&L Responsibilities for CSG's Solution Portfolio and >$100M annual R&D spend. Led a team of 50 product managers across the globe, overseeing 8 product lines and >100 SKUs.

Led the strategic planning, and merger/acquisition sourcing, transaction closing, and acquired entity integration efforts of CSG International. Over the course of my tenure CSG acquired numerous entities, ranging from small private, domestic tuck-ins, to large, transformative, international public-companies. Collectively, these acquisitions helped transform CSG from a North American cable/satellite service bureau provider into a global, multi-industry, flexible delivery model (e.g. SaaS, COTS, service bureau) solutions provider.

Telution created complex back- and front-office SaaS OSS/BSS software (product catalog, customer care, billing, and order management) for Tier I communications and cable providers. The firm grew from a garage-venture that created and deployed software for small telecommunications providers, to an entity named “Best Overall Company” by the leading industry trade group. Customers included Fortune 500 firms such as Qwest, SBC, and Sprint. On March 1, 2006, Telution was acquired by CSG International.

Strategy and Management consulting in the financial services and utilities industries

Worked as a consultant for what was then called Andersen Consulting. Began career as a software engineer, designing and coding complex back office bespoke applications for clients in the financial services industry.