Strategic CFO brought on to replace retiring CFO for revitalized medical technology company. Executing on management team objective to dramatically grow the company via organic improvements and strategic options.

CFO and related support for various companies on start-ups, revitalization and turn-around situations. Activities include: organizational structure/transformation, operations, business-plans & budget, revenue growth & margin improvement, financial processes & systems, capital structure & fund-raising, recapitalization/restart, and exits.

Recruited as part of new management team to increase managerial depth, grow revenues, and position dynamic CDP SaaS company for growth and eventual exit.

Joined by new CEO and CSO to execute corporate pivot with new strategic plan. Translated scientific vision into business structure and budget priorities. Led legacy employees through reorg, merger and pivot of business from DNA Sequencing, to novel sample preparation approach based on a new understanding of CRISPR/Cas9/RNA interactions.

Brought on as co-founder to raise capital and run the business side of life science startup. Raised capital from seed stage through Series B, including special tax-advantaged investment mechanisms, as well as non-dilutive public and private capital. Piloted through challenging external crises, including the 2008 financial crisis which came at critical stage of enterprise. Developed and oversaw the growth and integration taking a novel DNA sequencing technology from small virtual company, to lab and office facility with multiple third-party development partnerships. Responsible for the business efforts of the company -- including finance, human resources, partnerships, strategic development, marketing, investor relations, IP management, and legal compliance -- as company’s genomics technology moves from early stage research to demonstration. Co-developer of business model to combine pre-existing technologies in unique way for new purpose and to own the nexus of the integration, for leveraging of resources and risk management. Developed go-to-market plan to leverage capital requirements, improve cash flow, and speed engagement of prospective light-house accounts.

During tenure we dramatically increased the size and scope on HGM. Broadened scope of organization and successfully executed on that increased mission. In doing so, increased funding, broadened relationships in the community and state, added staff, purchased and renovated an additional facility to house new incubator, and launched that incubator.

Co-founder of thematic consumer products company with Danish design and Thai manufacturing. • Developed wholesale relationships with 50 lighthouse retailers.• Developed strategy for brand establishment and line extension.• Established the international supply chain for product design and manufacturing, including the importing/warehousing/order fulfillment processes to order and bring manufactured goods from Asia to company’s North American warehousing and shipping facility for order fulfillment

• Aided clients in industries ranging from consumer goods, to software, to web-based ventures.• Efforts included: Initiating sales and marketing activities for start-ups; Developing database marketing applications; Data science manipulation for new customer acquisition; Strategic planning; Partnership identification, Negotiation and management; Brand building; and Business plan and budget development.

An angel-stage start-up SaaS/ASP integrating and streamlining the collaboration and communications activities of the direct marketing industry. Responsible for strategic planning & partnerships, sales, marketing and mar-com. Initiated marketing and sales activities. Established new brand and secured first customers. Developed the company’s budget and business plan, including product plans, marketing & sales strategy, finance, pricing, and personnel.

After acquisition by Creative Technology, Ltd., recruited as executive responsible for marketing, new business development, strategic partnerships, and web commerce. During reorganization management responsibilities expanded to include advertising, catalog, database marketing, public relations, sales and customer service.• Responsible for the development and management of integrated “bricks and clicks” multi-channel web/catalog/retail store strategy, with multi-million dollar P&L.• Created and implemented company’s multi-stage B2B strategy. Successfully focused on developing a national business partner network, and integrated web and retail store operations. Sales results exceeded 200% of plan. • Successfully built forward-looking Business Development and Marketing departments from initial headcount of two, to a multi-unit entity of fifteen employees. • Identified and negotiated over thirty major business deals, including: co-branded credit cards, major co-marketing arrangements, new product lines, and infrastructure services. • Defined and directed the execution of company’s marketing to establish new consumer electronics retail brand, while cost-effectively growing the web site to over 500,000 unique visitors per month in initial fiscal year. Spearheaded and oversaw the refinement of site strategy/design and global marketing presentation of company.• Served as member of executive team that planned and implemented company reorganization from functional orientation to profit-center structure, with switch from growth to hold strategy.

Hired for new management team to initiate online business. Established, expanded and extended online business to be the equal of traditional channels. Directed the department, reporting to the Vice President of Strategic Development, responsible for the analysis, development and implementation of new business opportunities. Led the team which planned and implemented a new house brand computer line. Additionally, managed market research and all non-catalog marketing.• Responsible for the identification and analysis of opportunities via partnerships, acquisitions, business expansions, and data science for: web commerce, new business and geographic expansion. • Developed, implemented and updated the strategy for the company’s online marketing of web site. • Led cross-department teams analyzing and implementing several strategic distribution, custom assembly and quality initiatives estimated to provide multi-million dollar cost savings and entry into new line of business. • Brought the company’s award-winning customer service program to the web, implementing first-in-industry online customer support service. Program increased service level for customers and decreased variable expenses related to customer service.

Strategist, Business Planner and Marketing Manager Global Business Development, Strategy and Services Innovation (Bell Labs) Led the development and implementation of new strategic businesses for international electronic commerce and virtual private data networking, to provide “secure media dial-tone” to global organizations.• Founding team of global cross-industry consortium. Author of strategy white paper for interoperable network-based information management and transmission services. Responsible for marketing services strategy, strategic direction planning, financial management, and governance. • As company negotiator, developed AT&T’s offerings to the major global telecoms for membership in consortium. Responsible for competitive analyses, cooperative opportunities, consulting services development, project management, business case development, and global business and marketing planning. • Directed the creation of the financial settlements models for the inter-telecom interoperable services.• Led development of the business plan covering AT&T’s efforts in inter-networked business services among multiple service providers and technology partners, worldwide, including the major telecoms and technology developers of the world.• Developed the Professional Services offers supporting the services marketed by AT&T to other consortium service providers. Alliance Manager and Product Manager AT&T NetWare Connect Services (ANCS) Product Management• Business development team responsible for the new services created by the partnership with Novell. • Designed and managed the processes for the ongoing administration of each partner’s contributions to the joint venture. • Special corporate Board of Directors advisory committee recommending company strategy in a critical international market.

AT&T Business Communications Services, Sales and Marketing* Analyzed, designed and approved specific responses to competitive threats to existing and new business in the small and mid-size business markets.• Created first multiple business unit special agreement for 20,000-member association, combining many AT&T services into a single package.• Led team that reversed negative trend group customer satisfaction, improving results by over 80% in eight months (moving branch from 24th out of 25, to 4th out of 25), thereby exceeding corporate goals.

Began as assistant house trader at boutique brokerage/investment bank. Roles steadily expanded to include: corporate finance/mergers & acquisitions, trader, retail & institutional brokerage, Operations Principal, Senior Registered Options Principal and Compliance Registered Options Principal, and Financial Principal. Responsibilities included: analysis, deal structuring, consulting, sales, supervisory, and regulatory compliance.