Download PDF


Senior Financial Executive with 28 years of experience in finance, accounting, start-ups, turnaround management, budget and control, client and vendor management, strategic planning, mergers & acquisitions, due diligence, cash flow management, cost control, payroll and 401k, insurance, contract administration, bank relationships and human resources. Extensive experience in working with PE and VC investors after serving as CFO & COO of three private equity owned companies and one privately held company in the software, technology, light manufacturing and service industry sectors.

Work experience

Assistant Vice President

Bank of Tokyo

• Managed client relationships with Fortune 1000 companies in California, Oregon, Texas and Washington.• Pioneered Oregon and Washington markets by developing numerous company and correspondent bank contacts.

Chief Financial Officer

Diamond Communication Products, Inc.

Private equity owned investment of Full Circle Investments. Manufacturer with revenues of $55 million with a complete line of poleline hardware for the telecommunications industry. • Survived "baptism of fire" after being suddenly promoted to CFO after previous CFO was fired amid allegations of fraud. Responsible for leading forensic accounting audit to recreate the firm's financial records. Responsible for all accounting and finance functions at this multi-plant operation with facilities in New Jersey and Montreal. • Developed a network of domestic and international contacts to explore acquisition and joint venture possibilities.• Played key role in the sale of company to Thomas & Betts including development of financial and marketing information for buyers, due diligence, legal documentation and coordination of bank relationships.• Sold company to Thomas & Betts for $32 million realizing a substantial return on initial investment of $2.5 million.

May 2008Present

Chief Financial Officer, Inc.
    Technology company with revenues of $30 million that provides print procurement software applications to the Global 2000. Offices in 11 locations throughout North and South America. • Recruited as turnaround CFO in wake of leadership change at this portfolio company of venture capital firm, Gryphon Holdings II, LP. • Led bottom-up budgeting process and developed strategic plans in concert with CEO and venture capital investors. Responsible for developing plans for strategic growth in all vertical markets. Implemented cost cutting strategies including a work force reduction which significantly reduced the company's operating expenses.• Implemented new accounting and CRM systems, established business performance analytics, streamlined policies and prepared the first set of accountant approved financial statements in the firm's history.• Tasked with a myriad of special projects which included information systems, sales force management, insurance assessment, email system reconfiguration, performance appraisals, real estate lease negotiation and office relocation.• Raised $1.6 million in New Jersey Economic Development Authority grant funding.• In early 2009 given mandate by lead investor to quickly determine whether this investment was a "hold" or a "sell". Recommended a "sell" strategy after an in-depth evaluation of the company's prospects.• Played a lead role in the 2009-2010 sale of the company by developing offering memorandum for potential buyers and managing due diligence process.• Orchestrated the transfer of all U.S. assets to LogicSource, a new platform company established by Bain Capital. Concurrently, managed the sale of the company's Latin American operations to a Chilean private investor group.• Currently provide consulting services to the managing venture capital firm on several operational and financial projects. Closing out the remaining open issues at Cirqit.

Chief Financial Officer & Chief Operating Officer

The Endurance Group

Outsourced business development firm established in 1999 that works with a diverse client base in the professional services, management consulting, private equity, financial services, information technology, telecommunications and other sectors to develop and execute world class business development programs. Many of the firm's clients have been start-up companies seeking help to establish a robust sales pipeline.• Led a turnaround effort that returned this near bankrupt firm to profitability. Restructured balance sheet and successfully raised new round of financing. Doubled sales during tenure and expanded the firm's client base. Left the firm after turnaround effort was completed, but continue to be active at the board level and as part-time CFO. • Instituted best practices philosophy and mandated intensive documentation of all internal business processes. Participant in a survey of best practices in the outsourced business development industry by the Aberdeen Group.• Managed all business development, financial and administrative activities for the firm.



The Diamond Group

Boutique private equity and consulting firm formed by the former senior management of Diamond Communication Products to capitalize on turnaround management opportunities in the manufacturing sector.• Quarterbacked the acquisition of Piedmont Dielectrics Corp. and related add-on acquisitions.• Explored the acquisition of a $100 million manufacturing enterprise with two large private equity funds, but unable to close transaction because of adverse economic conditions.• Provided management consulting services in several turnaround situations


Chief Financial Officer & Chief Operating Officer

Bergen Cable Technology, Inc.

Private equity owned investment of The Diamond Group. Manufacturer with revenues of $22 million that offered a complete line of custom mechanical cable assemblies and stranded steel products used in automotive, aerospace and OEM applications. • Quarterbacked acquisition of Bergen Cable Technology, Inc. in April 1998. Negotiated terms of the sale and coordinated the legal aspects of the transaction. Developed financing proposal and negotiated terms of this leveraged buyout transaction with senior and subordinated debt lenders. Crafted prospectus to raise equity funding. • Increased EBITDA from $1.24 million in 1997 to $4.4 million in 1999 by reengineering operations, revitalizing the sales and marketing functions and leveraging the cost advantages of company's Mexican maquiladora.• Unlocked hidden value in the assets of the company by identifying an overfunded insurance policy which resulted in an unanticipated windfall of $400,000.• Bergen Cable Technology was sold to Leggett & Platt Corporation in December 1999 generating a significant return in a twenty month period. A $100,000 investment in Bergen Cable yielded a net return of $1.1 million.


Management Consultant


• Provided consulting services on executive compensation, strategic planning and organizational effectiveness.• Designed team-building programs to support client reengineering efforts.


Senior Financial Analyst


• Prepared detailed analyses of product line profitability and projected inventory levels.• Led total quality teams in Total Quality Through Speed (TQS) cycle time reduction initiative.


Peace Corps Volunteer

U.S. Peace Corps

• Advised small business owners on strategies to increase profitability.• Coordinated logistical support for U.S. medical brigades providing medical care to region.


Loan Officer

National Westminster Bank

• Developed loan and other business opportunities with middle market companies in Northern California.• Completed bank's sixteen-month training program in finance, accounting and credit analysis (New York City).


Sep 1991May 1993


Dartmouth College

Master of Business Administration Degree in June 1993. Arnold F. Adams, Jr. Award for Excellence in Entrepreneurship.


International Relations

Georgetown University

Bachelor of Science Degree in International Relations with a concentration in International Finance in May 1984


High School Diploma

Regis High School

Attended this Jesuit High School on a full scholarship.