Work History

Work History
Sep 2010 - Present

Operating Partner

Argosy Capital

Argosy Private Equity is part of the Argosy Capital fund family which manages over $500 million in private equity capital and invests in management and leveraged buyouts, recaps, corporate divestitures, growth financings and generational transitions of family owned businesses. Argosy was named the 2010 Small Business Investment Company of the Year by the SBA.

May 2009 - Aug 2010


Venture Catalyst Consulting

Strategic consulting to growth oriented companies.

Oct 2005 - Mar 2009


Gratis Internet (now SocialCash)

  • Led turnaround in Q4 05 taking over a company losing ($1mm) per qtr to $1mm in profit per qtr in Q1 08 with no outside funding.
  • Achieved $53M in revenue and profit during tenure, without venture funding, by establishing a clear focus on free cash flow.
  • Provided hourly performance metrics categorically by introducing an innovative business intelligence and metric reporting platform.
  • Enhanced performance by launching 360 feedback mechanisms, CFO Working Group and 515 management reporting.
  • Strengthened financial infrastructure by recruiting key staff, implementing Great Plains Dynamics, introducing business analysis, and upgrading network engineering.
  • Gained company recognition as a 2008 finalist for Hottest Bootstrap by the NVTC, and a Growth Company presenter at 2008 Mid Atlantic Venture Fair (MAVA).
Oct 2006 - Mar 2009


Gratis Internet (now SocialCash)

$25mm, Global performance-based (CPA) Internet advertising/marketing firm focused on online customer acquisition, social network monetization and affiliate marketing.

Recruited by company founders to enhance teams and infrastructure for projected rapid growth.Increased staff from 24 to 46 with 10 direct reports.Developed multiple product lines including Gratis Network, serving 100 countries worldwide.Filed four patents focused on developed technologies and business processes.

Aug 2004 - Jun 2005

EVP Strategic Development/Mergers & Acquisitions

InPhonic, Inc. (now Simplexity)

$300 mm, Leading e-commerce company in the wireless sector, “the Expedia of Wireless”.

Appointed to various leadership capacities including President, COO, CFO, and EVP of Corporate Development/M&A.Oversaw recruitment, hiring and evaluation of a cross-functional team of executive professionals.

  • Founding management team member of  InPhonic, Inc., achieving INC 500 #1 ranking in 2004 as the fastest growing private company in the US.
  • Generated $300M in annual revenue by recruiting CXO team to launch sales channels, identifying and completing ten strategic acquisitions, executing key business development deals and new carrier agreements and 5K+ private labeled websites.
  • Launched $150M IPO in 2004 by guiding teams through filing of S-1, selecting lead underwriter, performing diligence requests, developing pitch decks, and executing road show.
  • Established corporate strategy for planning, sourcing, evaluating and executing strategic acquisitions and alliances. Team identified, completed and integrated eight strategic acquisitions in five years.
Apr 2003 - Aug 2004

President Liberty Wireless

InPhonic, Inc. (now Simplexity)

Liberty Wireless MVNO (Mobile Vitual Network Operator) (Division of InPhonic)

  • Started, launched and managed this $35 mm P&L. 
  • Critical Thinking/Strategy Development - responding to high fall out rate for credit of post paid subscribers (>60%) conceived and launched with team a Pay as You Go wireless offering. 
  • Achieved 100K+ subscribers , third largest Sprint based MVNO in US. 
  • Established web presence, branding, billing, customer care, fulfillment and sales distribution channels. 
Jan 2001 - Apr 2003


InPhonic, Inc.

  • Successfully secured $90M in venture capital by effectively leading teams to raise, present, and coordinate five different investment rounds (Series A – E) from eight VC firms, along with due diligence, financial audits, forecasts, pitch decks, and legal documentation.
Mar 2000 - Dec 2000


InPhonic, Inc.

Responsible for startup activities, recruiting management team, setting up initial operations infrastructure.

Mar 1999 - Mar 2000

Vice President Finance

Osage Venture Partners

Middle market leveraged buy out  and early stage venture capital firm. 

  • Performed investment screening and due diligence for prospective buyouts and investments.
  • Established metric and financial reporting infrastructure. 
Apr 1994 - Mar 1999

Controller & Director Business Development

Baxter Healthcare (Nextran Unit)

Spin-out of Baxter Healthcare, a $7B global healthcare company, pioneering transplant therapeutics and diagnostics.

Served in various leadership capacities during tenure including Director of Finance and Business Development, accountable for all finance, administration, IT and business development strategies. Researched and analyzed market potential of products.Effectively managed critical business development initiatives encompassing acquisition/divestitures transactions, in-licensing intellectual property, and out-licensing non-core technology.

  • Captured $75M in corporate funding during tenure.
  • Generated $10M in estimated savings by pioneering financial analysis to terminate an operating business.
Sep 1987 - Apr 1994

Senior Manager

Coopers & Lybrand (now PriceWaterhouseCoopers)

Global professional services firm.

  • Fast track advancement from introductory staff level to manager in less than five years.
  • Managed clients in over 70+ diverse industries, concentration in the high technology sector.
  • SEC reporting experience.


1983 - 1987


Activities: Varsity Baseball



Financial Reporting, Budgeting, Forecasting


Growth & Expansion Strategies

Internet marketing/social media

Recruiting, Building Teams


Capital Raising

About Me

Professional Snapshot:

A driven, entrepreneurial leader with sound operating and financial experience and an ability for recognizing talent and building teams. Performance driven C-suite athlete (“Pres, COO, CFO”) with demonstrated experience delivering continuous growth, achievements, and impressive leadership in start-up, hyper-growth, turnaround and growth oriented enterprises. 

- Founding management team member of InPhonic, Inc., achieving INC 500 #1 ranking in 2004 as the fastest growing private company in the US.

  • Successfully secured $90M in venture capital by effectively leading teams to raise, present, and coordinate five different investment rounds (Series A – E).
  • Launched $150M IPO in 2004 by guiding teams through filing of S-1.
  • Company achieved goal of becoming #1 in its market - the "Expedia of Wireless"

- Led turnaround at Gratis Internet in Oct 2005 taking over a company losing ($1mm) per qtr to $1mm in profit per qtr in 2008 with no outside funding.

  • Achieved $53+ mm in bootstrapped revenues in three years by establishing a clear focus on free cash flow. 

MBA NYU Stern School of Business (1998)

BS University of Scranton (1987), Varsity Baseball CPA


Blogs I Read:

A VC – Fred Wilson


Information arbitrage

Both Sides of the Table (Suster)


Internet DJ

Played baseball (hardball) thru 2007

Wine enthusiast

Expansive network (LinkedIn, FB)



Mindshare Graduate (2006)

Mindshare Alumni Network