Investment banking and consulting for public and private company's. Specializes in start up and second stage companies . M&A, debt structuring, and marketing. Relationship management, corporate finance and liaison with private equity and venture capital funds. We have been responsible for well over 150m in Private Equity funding with various staged companies, through direct and or secondary funding.

Private Equity fund focus on Technology based companies, Direct investors in 23 incubator Tech Companies. Designed and created several investment strategies and ananlizied markets and sectors which we made investments into.

Private Equity fund specializing in Life Insurance fianacing and senior life settlements. I worked with 30 plus offices and over 100 agents helping them and there clients finance there life insurance policy's. Purchased and sold portfolios from various different owners for a secondary fund I ran. Was successful in identifying portfolios that where undervalued and where purchased and sold with high returns.

Handled all aspects of institutional block trading of common stock, preferred stock, and bonds. Research and analysis of new and secondary issues, trading, and assisted in tracking and back office operations.Helped raise working capital of 162mm over the course of 9 years into 62 companies. Participated in many investment banking projects such as Covad Communications, North Point Communications, Fleet Call (Nextel) PSI Net, Nextwave Communications, Finisar, Red Hat, WebMD, Global Crossing and various NASDQ public and private companies. I was the decision maker in what level of equity participation we would extend out to. I helped and jointly provided well over 100mm in private equity needed for expansion.

Leverage buyout, Merger and Acquistion fund. Responsible for deployment of 37m in equity funding in several Telecom and Technology Company's. Helped raise 60m I capital for a secondary fund specializing in risk arbitrage for tech companies.

Completed an extensive sales and marketing training course provided by the firm. Maintained and managed 100 million dollars in client assets. Provided investment banking alternatives for Blue Chip Companies. Traded for retail as well as institutional clients.

Rookie of the Year 1991. Completed an extensive sales and marketing training course provided by the firm. Maintained and managed portfolio of clients assets in excess of 60 Million Dollars. Provided investment banking alternatives for Blue Chip Companies. Traded for retail as well as institutional clients. Administered, research, analysis, sales, & marketing, techniques. First and Second round capital for Celestial Seasons (CTEA) Boston Chicken now owned by McDonald's Corp (MCD), Adaptec (ADPT), and Starter Corp(STA) . Administered, research, analysis, sales, & marketing, techniques.