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Director, British American Educational Foundation, 1993-Present; Chairman, 1993-1997.

Trustee, Silvermine Guild Arts Center, 2002-2008; Treasurer, 2002-2004; Co-Chair; 2004-2006.

Director, Philadelphia Association of Zeta Psi, 2008-Present


Insightful, analytical and responsive SENIOR EXECUTIVE with a proven history of success.Resilient problem solver who thrives on challenges, excels under pressure and gets the job done.Bright, cost-conscious and resourceful team player who possesses outstanding interpersonal and communication skills.Quietly assertive hands-on leader and catalyst, thorough planner and effective negotiator dealing easily across all levels of the organization.Accustomed to a fast pace and multiple projects, fulfills priorities and balances competing agendas while steadfast to principle yet consistently able to achieve strategic and profit objectives.

Areas of Expertise

Financial Management including startup and ongoing funding and investment strategies, budgeting and forecasting, cash and working capital management, financial control, preparation of financial statements, profit and loss analysis, credit and collections, accounts payable and insurance.

Business Development including defining business issues and identifying opportunities, client development and relationship management, design and placement of offerings, development and negotiation of multipartycontracts, client events, spokesperson to the industry, proven experience dealing with senior management.

Investment Analysis and Execution including assessment of industry and company financial and competitive strengths and weaknesses, analysis and negotiation of transaction structure, due diligence, negotiation of debt and equity agreements, and post-closing monitoring of investments.

External Consulting from inception through completed project including developing project and pricing strategy, providing expert testimony in litigation/arbitration, consulting to and advising financial institutions, managing deadlines, client feedback, managing expectations, documentation and executive reporting.

Work experience


Chief Operating Officer

Fastransit Inc.

Fastransit is a startup company developing, in conjunction with its engineering team members, breakthrough technologies in permanent-levitation maglev transportation and (through its SyncPark division) linear-motor-based automated parking.

Have general management responsibilities including business plan development, prospective customer/investor interface, corporate and project financial projections, web presence (website, blog, twitter).


Senior Consultant

Brooks Systems

Brooks Systems is a developer and vendor of software for the residential mortgage industry.

Responsible for business development, marketing and sales for fifteen states.   

* To establish brand name in previously underdeveloped Western region, prepared and executed marketing plan emphasizing product awareness.Result: increased contact base by 300 percent and customer base by 200 percent.

* To diversify revenue sources in decelerating residential mortgage market, developed plan to create consumer website using existing software.Result: Website development in progress.


Chief Financial Officer

Space Machine Advisors, Inc.

Co-founded this company specializing in insurance brokerage and consulting to the communications satellite industry.  Responsible for financial management, design and placement of spacecraft insurance, policy wording development, claim settlement, consulting and investing in related companies.

* To establish a presence in the spacecraft insurance industry, partnered with industry veteran and

prepared a comprehensive business plan.Personally made presentations to funding sources.

Result:raised sufficient initial capital within three months; company achieved profitability within

  two years.

* To improve client’s negotiating position with underwriters and generate commission revenue,

conceived, developed and implemented a placement strategy keyed to joint participation with

vendor.Result: saved client $6 million in premium expense and increased our company’s commissions by $1.5 million.

* To enable client to avoid additional cost to plug coverage gaps resulting from multi-vendor placement, created multi-tiered policy structure within standard policy framework.Result: gaps filled, saving client $3-5 million; all satellites launched on schedule with full coverage.

* When client faced concern about coverage for spacecraft similar to recently failed satellite, assisted client in negotiating manufacturer’s agreement to fund premium for unique additional coverage.Negotiated underwriter commitment to provide this coverage at target rate.Result: client spacecraft launched on schedule at no additional cost; after satellite failure, coverage provided additional $125,000,000 and client kept whole.


Vice President

Prudential Capital

Led team originating and executing privately placed debt transactions with Fortune 1000 companies based in New York City.  Reported to Regional Vice President.

        * Team executed transactions aggregating $683 million.Developed 95 new business relationships.


Vice President

PIC Capital Group

Selected to be first Prudential overseas investment associate and helped open the London office, which focused on mezzanine investments in management buyouts; promoted to Senior Associate and thereafter to Vice President. 

            *Involved in analysis and execution of first European buyout over $100 million.




Analyzed and assisted on execution of  private placement debt transactions for category leader..


Corporate Bond Research Analyst (P/T)

Salomon Brothers

Analyzed financial results of public debt issuers to determine relative credit strength.  Selected based on performance from a group of four MBA students to work on more complex usable bond research project.


Business Manager

Albuquerque Professional Baseball

For AAA farm team of Los Angeles Dodgers, in charge of financial books and records, wrote and published game program, compiled and wrote daily home game press notes.


Assistant Account Executive

Craig W. Moodie & Associates

Responsible for print production and traffic for advertising agency.  Frequent client interface.




Columbia University

Dean's List; Beta Gamma Sigma National Honor Society (elected as first-year student).

American Finance Association.