Deliver an integrated research offering covering large/small capital equities in the technology sector including Airvana, Acme Packet, Ciena, Cisco, F5 Networks, Infinera, Juniper, Riverbed, Starent Networks, SonicWall and Sonus Networks. Publish quarterly and monthly reports on the enterprise and service provider sector and make specific stock recommendations. Execute research; develop financial models, valuations, and price targets. Host non-deal road shows; received client votes for Institutional Investor ranking in 2009 and 2008.•Retained to establish instant credibility for company’s entrée into the telecomm vertical. Leveraged long-standing relationships with CEO and CTO level industry contacts to provide current, accurate and critical intelligence to a portable 3000-member client list including Avian’s first income-generating relationships•Developed grass-roots research and publicity strategy utilizing 1500 social networking and media contacts to influence significant stock valuation changes; trained sales team to sell services to this new market•Author of IP Essentials and a primary expert resource for ~60 industry and investment journalists from prominent national media and publications including CNBC Power Lunch, CNBC Street Signs, Barron’s/Tech Trader Daily, Forbes, Bloomberg, Dow Jones Venture Wire, Thomson-Reuters, TheStreet.com, Femto Forum and Light Reading

Covered communications infrastructure and small capital equities in the technology sector including Airvana, Acme Packet, Starent, Veraz Networks, GlobalScape, Secure Computing, and SonicWall. Developed > 150 company relationships in social networking, mobile advertising, video, 3D and telecommunications. •Put AGC’s telecomm group on the map by creating and leading a New Technology Panel consisting of CEO/CTO industry thought leaders; presented content to > 600 institutional, equity and venture capitalists through white papers and 2 investor conferences

Acknowledged as companywide industry expert in digital media and telecommunications covering macro trends, industry technological trends and their impact on current business models. Created detailed industry forecasts, financial models and developed initiation reports on Sonus Networks, NeuStar, Cbeyond, F5 Networks, Riverbed, AudioCodes, NMS Communications, Packeteer, Akamai Technologies, Limelight, Websence, Blue Coat Systems, and Tekelec. Produced earnings results for morning reports.

Recruited to create and implement a channel marketing program. Oversaw a 2-person staff and a $1M operating budget to structure, develop and launch the channel portal with aligned marketing messages and print collateral. Developed standard contracts and tools for resellers in 40 Time-Warner markets.•Built strong partnerships with Ciena, Juniper, EMC and > 100 regional value-added partners; program generated > $100K in monthly recurring revenue within the first year of development

Restructured the products and technology organization, reporting directly to the COO. Managed P & L and a $14M budget, 3 directs and a 100-member staff in operations, delivery, and new product selection/development. Created and implemented a development and rollout phase gate process used companywide to streamline sales and operations.•Led the selection and evaluation of a hosted pbx solution with VocalData; subsequently developed and negotiated contracts with Cisco, Lucent Technologies, Covad and Rhythms valued at > $125 M

General Manager for the VoIP business unit and development of the Softswitch product including a $10M annual budget, operational and financial projections, and P & L. Oversaw patent process, product marketing, MarComm, channel development and customer service to complete time-to-market in record time.•Selected by the Group VP and Bell Labs President to lead the business unit responsible for launching the first VoIP software. Developed the Softswitch business case, wrote all functional requirements and partnered with VP Engineering on product development•System was recognized by Lucent CEO as a role model for “breakthrough” new product realization; its release resulted in a 31% increase in Lucent stock value and 340% year-over-year revenue growth•Founded the Softswitch Consortium which led development of standards for open IP-based networks