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Work experience



Cutter Consortium

A global IT consulting company.

Fellow, Business Technology Trends Council

Recruited by council members.Responsibilities include writing regular commentary and providing consulting services in IT and management issues for a C-level client audience.


Asure Software

Maker of workforce management and scheduling software with operations in Austin, Vancouver, Seekonk and Mumbai.

Member of Board of Directors, Audit, Compensation Committees

     Advise company on all aspects of business strategy including organization, technology, and acquisitions.

Have helped guide the company through several business models from video teleconferencing systems to

     telecom software to IP litigation to application software including SaaS delivery models.

Aug 2001May 2009

Venture Partner

Ridgewood Capital

Technology venture capital firm with offices in Ridgewood, NJ and Palo Alto, CA, with $300M under management at its peak.

Venture Partner

Recruited by and reporting to the CEO as a member of the Ridgewood investment team.

Responsible for $47M of investments spanning 11 projects, $37.9M of which is still carried in the portfolio.  Scope spanned entire $200M portfolio.  Goals were improving portfolio performance by rationalization and diversification, expanding Ridgewood’s relationships with US venture firms, raising Ridgewood’s investment profile by sourcing projects on the east coast, and advising portfolio companies on technology and business strategy and tactics.


·  Freed up $30M+ in capital for redeployment to higher-potential investments by identifying and driving no further investment in, or shutdown of, underperforming portfolio companies.

·  Returned $14.5M on $6.5M in 30 months by driving investment in Volterra (NASQAQ:VLTR), which had an IPO in 2004.  This was Ridgewood’s first successful exit.

·  Improved Ridgewood’s portfolio by driving $38M comprising 10 new investments ranging from $2M to $16M in companies still carried in the portfolio.

·  Returned $720K on $300K in 26 months by driving investment in CleverSet, sold to ATG in 2008.

Expanded Ridgewood’s partnership universe by a syndicating a $4M+ investment with Polaris Venture Partners and General Catalyst, both new to Ridgewood.
Nov 2004Mar 2007

Interim CEO

LightSpace Technologies, Inc.

A startup developer of solid-state, direct-view volumetric 3D displays.

Interim CEO

Recruited by US inventor and Swedish angel as a consultant to assess the company’s prospects.Subsequently tasked with implementing operational recommendations and securing institutional financing on a minimal budget. Declined CEO offer in 1999, sensing organizational issues that could impede success.LightSpace raised $10M in 2001 but ran out of cash in 2003, had no revenue, and most company assets were moved to Sweden after investment by a Swedish angel.


·Captured term sheet for $5M equity investment and $500K bridge loan from a US venture capital investor by restarting the company in the US and demonstrating compelling market opportunity.

·Achieved $250K in revenue by reconfiguring existing prototypes into saleable systems, building a direct and indirect sales channel and driving sales through those channels.

·Positioned LightSpace as one of two leading US direct-view 3D display companies by leveraging appearances at targeted trade events into print and web coverage including features in Newsweek and IEEE Spectrum.

·Demonstrated plausible product roadmap (key to major account sales) by proposing and receiving funding from Swedish angel for a $150K project to design and build a next-generation prototype.Hired Design Continuum and supported a team of three to create the new prototype in 6 months.

Oct 2003Jan 2005

Founder & Managing Partner

Artemis JSM LLC

A joint venture between an independent record label and a leading music production company to integrate the advertising and music businesses.

Founder & Managing Partner

Created business model, identified and recruited JV partners Artemis Records and JSM Music.Responsible for all aspects of the joint venture including strategy, marketing, finance, licensing and production.

Jul 1996Jul 2001

Senior Vice President

Gerard Klauer Mattison & Co, Inc.

An equity research, trading and investment banking firm with offices in Boston, Chicago, Los Angeles, San Francisco and Tel Aviv (acquired by Harris Nesbitt).

Senior Vice President

Recruited by CEO and Director of Research.  Hired as VP and promoted in second year.  Equity research team member from 1996 to late 1999.  Investment banking team member from late 1999 to 2001.

Hired by new Director of Research to build GKM’s technology research practice base.  Analyst responsibilities: establish industry credibility in coverage space, generate novel research ideas, increase GKM’s exposure with institutional clients, and leverage research activities into other GKM lines of business (trading, syndication, banking).  Banking responsibilities: promote GKM’s tech banking capabilities and source and execute transactions.


·  Generated over $500M in gains for clients by recommending Apple Computer as a “buy” in November 1997, a year ahead of any major Wall St. firm.

·  Avoided substantial client losses by recommending not buying Compaq in early 1998 in the face of a positive Street consensus.  My assessment proved correct when Compaq faltered after DEC acquisition later that year.

·  Increased GKM’s trading revenue by initiating and maintaining coverage of 10 companies in the PC and digital media segments that added value for clients.  Clients “paid” for perceived added value in trading commissions.

·  Raised GKM’s visibility by frequent quotes in general and financial press, continuous appearances on national television and radio networks, and demonstrated out performance versus peers.  Ranked by Wall St. Journal as Top PC Analyst in earnings estimate accuracy (0.48 error factor) in 1988, and Top PC Analyst in stock picking performance (142% portfolio gain) in 1999, which was the 3rd best performance of 2,400 analysts surveyed.

Closed $35M PC company IPO assignment as lead analyst on GKM team.
Sep 1982Aug 1995

Founder, Chairman, CTO

Then the leading supplier of computer-aided software engineering tools for technical customers with over 22,000 installations worldwide. 1994 revenue exceeded $50 million.Acquired in 1996 by Bachman Information Systems.

Founder, Chairman, VP & CTO

1982: Created business and raised angel funding.July 1983: Raised venture capital and recruited startup team. 1984: Named Chairman after second venture round.1989: Named VP & CTO as part of merger with MicroCASE.Responsible for executive management, fundraising, investor relations, engineering management, marketing management, business development, and pre- and post-sales support for opportunities ranging from $50K to $10M.


·Created a $50M, 300-person technical CASE company by building and managing the team and establishing and nurturing a culture of creativity, uncompromising technical excellence, commitment to customers and fun.

·Generated $250M+ in cumulative product and service revenue by building and supporting a team that excelled in product development, marketing, sales and support for large global customers.

·Merged 2 companies separated by 3,000 miles into a viable new business by designing an organization and culture that enabled synergy and was enthusiastically embraced by all employees.

·Achieved and maintained #1 market position by designing an extensible product architecture that enabled feature leadership, distributed multi-platform interoperability and flexible licensing options.

·Closed $10M GE Aerospace sale to standardize on Teamwork by supporting a multi-site, yearlong sales campaign.This was the largest CASE sale ever recorded at the time.

Oct 1979Sep 1982

Senior Staff Consultant

Yourdon inc.

Then the leading provider of structured systems development, consulting and training.

Senior Staff Consultant

Recruited by Vice President of Consulting Operations.Hired as Staff Consultant.Promoted after one year in recognition of superior client effectiveness.

Responsible for creation and delivery of structured systems development methods, training courses and consulting services.Clients included large technology, manufacturing and business services clients worldwide.


·Identified market opportunity for development tools by interacting with client base.

·Expanded Yourdon’s revenue in technical accounts by extending structured analysis and design techniques and training courses to address real-time systems problems.

Generated substantial repeat business by consistently receiving highest customer satisfaction ratings.
Jun 1975Sep 1979


International Data Sciences, Inc.

A manufacturer of data communications test equipment.

Software Support Manager, CIO

Recruited and hired by President and CEO while in college, substantially offsetting tuition costs.Offered full-time position as Software Support Manager upon graduation in 1977.Transitioned to CIO in 1979.

Responsible for creating in-house embedded system design team, and lead member of the Model 4000-series protocol analyzer product team.Designed and deployed first automated systems to help manage IDS’s business.


·Increased IDS revenue by delivering microprocessor-based products including industry’s first software UI-based protocol analyzer.

Improved company’s balance sheet by using a $75K computer system to write off $80K in dead inventory within a week of system installation.Improved third-party vendor software performance 40X by adding 3 lines of code. 


Sep 1994Nov 1994

Advanced Management Program

Sep 1973May 1977



Proven industry executive, business builder and entrepreneur, with successes starting, growing, running and analyzing global technology and media companies.Courageous, innovative, and diplomatic leader with experience as a CEO, CTO, company founder, venture investor, board member, Wall Street equity analyst and investment banker.Delivered over $500M in gains to investment clients, driven financing, M&A and divestiture events exceeding $100M and generated combined revenue of over $250M from businesses formed.Ranked as a Top US Equity Analyst in consecutive years by The Wall St. Journal.Named one of the top 200 people in the software industry by Softwaremagazine.


Member, Airlie Council1996 – 1999

The Airlie Council, a group of the United States’ most distinguished software engineering experts and thought leaders, was empanelled by Congress to bring reform to software development andacquisition practices. The Council developed the Nine Principal Software Best Practices and seven sustaining practices, comprising the 16-Point Plan for Software Success. The Council has had a dramatic influence on aerospace and commercial software development and brought about refinements that were subsequently made to the Software Engineering Institute’s Capability Maturity Model (CMM) and the CMMI, a version for integrated software and hardware systems.