- CFO for Menlo Capital Group, a private equity investment firm with $3.7BB in assets under management.
- CFO for Asante Technologies, a publicly traded networking company with $80 MM in revenue. Exceeded analyst expectations on turnaround plan (reached breakeven in 4th qtr. after 7 consecutive quarters of losses) while tripling analyst coverage. Rebuilt credibility with analysts and institutional shareholders during challenging period in Company history.
- As CFO & COO, led IPO process at PeopleWeb Communications, including underwriter selection and an 18 city road show to institutional investors. Positioned company to analysts and investment bankers.
- Part of senior finance team that led the spin-off of PacTel Corporation, (Vodaphone Airtouch) in the 4th largest IPO in US history, concurrent with a billion dollar Debt offering.
- As VP Finance & Controller, led M&A team that managed a total of 10 mergers/acquisitions (4 public, 6 private companies) in 26 months at Avant!-Synopsys, while company grew to 42 offices in 16 countries, over 1000 employees, and annual bookings in excess of $400 MM.
- As Finance Director, arranged $700MM in syndicated financing and refinanced $250MM in convertible bonds at Conner-Seagate during explosive growth, (reached $1.2BB in revenue within 13 months, still holds record for fastest growing company in the history of Fortune 500).