Led the rapid expansion of Deal Sourcing operations for Armory Square Ventures (ASV). I am excited to meet with talented entrepreneurs as well professionals who advise companies that fit ASV's criteria or soon will. Please feel free to reach out to start a dialogue. I also participate in investment committee decisions and help guide ASVs Founders and Portfolio Companies in financial & strategic planning, recruiting Exec talent, optimizing operations and finding exit opportunities. http://www.armorysv.com/about/Armory Square Ventures is a seed and early stage venture capital firm based in Upstate New York and NYC. We often provide the first round of institutional capital for companies targeting the largest industries across New York State and select emerging markets in Northeast and Midwest US. We are actively involved in all aspects of company growth—from recruiting senior talent, customers, and co-investors to providing general management support.We launched our firm in 2014 and consider ourselves fortunate to be backed by the region’s most respected institutions, corporations and foundations. Now investing out of Fund III after a very successful debut Fund I for this combination of experienced investors.

Furlong FinTech assists leaders of Growth Stage Companies and provides Fractional CFO services. •Advisor to Innovation Advisors, Brooklyn Equipment, OrderBot Software, Arsenal Growth, Space Machine, Craftsman Plus, Morgan Partners•Preparing and organizing companies for improved transaction results•Financial Modelling, Deal Sourcing and Corporate Finance/Corporate Development

MassPay is changing the way the world gets paid.The company grew revenues 60%+ and returned to profitability during my tenure where I formalized the finance function & metrics and made it audit-worthy, enforced monthly accrual-based closing processes (integrating Floqast), implemented a budgeting process, controlled significant cost increases, created an option plan and oversaw 409a valuations, converted an S Corp to LLC for investors, opened dialogue with over 40 PE investors for future rounds, migrated from QBO to Netsuite to allow for multi-currency, multi-entity consolidations, helped creation of a formal board and defined key initial OKRs for strategic direction.

LB was named the 2022 Best Buyside OMS at the Trading Tech Insight Awards. Besides repeating as the Best buyside OMS, we are also setting our sights on the sellside - for both 15c3-5 Risk Gateways and core OMS functionality! Single Tenant. Single Instance.

Asked to return to oversee finance function during post-acquisition integration and planning to optimize new growth path. Financial liaison with new parent company.

Oversaw Finance, BI, HR, IT and UA/ASO for PIV and in 2018, led the execution Absolute Games acquisition (online Bingo) which is performing above 200% of pre-acquisition modelling and seeing 50%+ EBITDA margins. Cost containment leadership allowed us to maintain Divisional 35%+EBITDA Margins while pivoting to new high-growth businesses from maturing businesses undergoing revenue declines. Penn Interactive Ventures (PIV) is the iGaming division of Penn National Gaming, Inc. and publishes iGaming products, including Viva Slots Vegas, Downtown Deluxe, Hollywood Casino, Hollywood Races (real money horse betting and wagering). Looking forward to real money online casino games and online sports betting in the PA in the near future.

Oversaw financial planning to drive 400% revenue expansion and raised several rounds of venture debt to fuel that growth. Backed by premiere VCs including SoftBank Capital, Bullpen Capital, Founders Collective and LeadEdge Capital. Their flagship app Lucktastic launched on Android in 2014 and quickly built an engaged, enthusiastic and loyal customer base attracting nearly 15 million installs in the US on Android and iOS.

• Recruited by CEO to deliver mature financial and strategic leadership to the executive team of this $20million+, Inc500 FX trading technology and services company.• Led negotiations for sale to Forexware July, 2014 • Grew revenues 33% p.a.• Architected and drove strategic cost restructuring yielding > $200K/month savings, contributing to firm’s first year of profitability• Implemented matrixed budgeting and cost accounting discipline • Led financial relationship management with investment bankers, potential investors and existing venture lenders • Led 10 direct reports in Finance & Risk Management

IA is a 12-year old boutique that offers top tier investment banking & advisory expertise with small-firm concierge-like service in our fast-growth focus areas to companies who are underserved by top-tier banks. Sourced deals (>$1.5mil in potential fees) & set up process, identified buyers & investors, strengthened focus on & knowledge about FinTech. Clients served include Borro, TaxGopher and Boston Technologies.

Portware is a high-growth developer of advanced, "thinking" Execution Management Systems for the Global Securities Trading Industry.Prepared Company for exit. Implemented integrated organizational processes and extended revenue models. Yielded 200% revenue growth and robust EBITDA %s. Oversaw financial, hr & legal functions and administrative oversight to HK, India and UK Offices. • Sought out by CEO to build an investable finance function, streamline processes and advise Founders on several strategic alternatives • Guided CEO in multi-lateral negotiations with strategic investors regarding a ~$200M consortium merger/financing bid • Led competitive bid process to select an investment banking partner• Assisted CEO in restructuring $20mil strategic debt facility• Drove revisions to business model from software license only to add transaction-based revenues o generated more than $4 million in incremental revenue in Year 1 and $6 million in Year 2.o negotiated over 200 broker partner contracts and 100 client agreements• Drove 200% revenue growth (2006 to 2008) and 10% EBITDA margins (recovering from a prior loss position)• Developed a deal-ready Controller and finance team o Successfully completed Company’s initial 3 years of financial audits after prior failureo Created operations and project management processes including timesheet system for improved cost tracking & profitabilityo Guided creation of contract system and firm-wide processes to control software license distribution, enable proper revenue recognition, and create operational metrics

AD&Co is a growth stage purveyor of advanced precision MBS Analytics and data.Coordinated the Financial and Strategic Management of Company - arranged creative Venture Debt Financing and prioritized strategic opportunities. This enabled launch of Credit Default Model Products which now constitutes almost half of firm's revenues.

Edison Partners is one of the leading Growth and Expansion stage investment funds in the private equity industry. Lead team of 7 professionals dedicated to uncovering proprietary deal flow. Originated 7 deals including exits in M5 (5x) EdgeTrade (2.5x, 36% IRR), TetraData (2.5x, 46% IRR),Scivantage (3x) and Operative (Sintec Media for $200M).

An early "dark pool" in the Securities Trading and Exchange Industry. Helped President lead Institutional Sales Group of eVWAP product. Helped CEO revise business model to ensure system liquidity and procure large sales. Also led communication and implementation of key initiatives, including evaluation of possible acquisitions.

Instinet, who was a $250million sub of Reuters, led the electronic revolution of Global Securities Trading market structures and was the first ECN (electronic communications network) and electronic broker in the industry. Corporate Development, Strategy, M&A, Sales, MKTG and Quant productsResearch, Trading and Technology-Led LJR Acquisition in 1999 (Exited at 3.2x)-Co-led Archipelago Investment in 1999 (Exited at 3x)-Worked on Hambrecht, virt-x and CyberCorp (Schwab bought for $488mil)

Wildly successful automated quant hedge fund. Traded Japanese Warrant strategy and analyzed other quantitative, global, cross-asset arb strategies. Traded Equities, Warrants, FX, Futures and Forwards to execute strategy.

Specialized in Private Company Equity and Warrant Valuations and Taxation. Earned CPA designation. Passed entire CPA exam on first attempt - immediately before College graduation.