Experience

EDJX

• United States
• Software Development
• 1 - 100 Employee

• EVP Business and Corporate Development

  • May 2022 - Present

  Recruited early-adopter users and customers to platform pre- and post-GA commercialization, representing diverse spectrum of applications, verticals and use cases including Ai, Web, Mobile, IIoT, Intelligent Transportation, Critical Infrastructure, Autonomy, and Smart City domains.

• EVP Corporate Development

  • Jul 2020 - May 2022

  Secured diverse partnerships with global footprint of digital infrastructure companies--including major operators in the Tower, Data Center, Fiber, Telco and Smart City spaces--to help capitalize a global network of edge nodes.

• Strategic Advisor

  • Oct 2019 - Jul 2020

  Strategic advice related to Seed rounds



Telemedicine Solutions, LLC

• United States
• Software Development
• 1 - 100 Employee

• Strategic Advisor

  • Mar 2021 - Present

• EVP Finance and Strategic Development

  • Feb 2011 - Feb 2021

  As member of the executive management team: Crafted commercialization funding strategy, including direction and execution of Bridge, Preferred A, Investor Rights, and Convertible rounds, as well as structured diverse credit facilities to help fund growth objectives. Built a spectrum of partnerships to accelerate market adoption with a diverse array of industry-leading organizations, including major Medical Suppliers, Medical Device Manufacturers, Private Equity Firms, Industry… Show more As member of the executive management team: Crafted commercialization funding strategy, including direction and execution of Bridge, Preferred A, Investor Rights, and Convertible rounds, as well as structured diverse credit facilities to help fund growth objectives. Built a spectrum of partnerships to accelerate market adoption with a diverse array of industry-leading organizations, including major Medical Suppliers, Medical Device Manufacturers, Private Equity Firms, Industry ISVs, and Industry P&C Insurance Agencies Designed. launched and expanded multi-channel marketing strategy, including social platforms, a regular calendar of education-focused and CE-credit webinars, production of key marketing assets including white papers, case studies, meta-analysis studies, equipping sales team with an arsenal of marketing assets to energize value points. Led corporate development initiatives to target multiple potential strategic acquisitions, conduct due diligence, and build the framework for evaluation and decision-making. Led negotiations for one potential major acquisition through final phase of purchase documentation, though Telemedicine Solutions team and Board ultimately decided not to complete the deal.



Strata Partners, LLC

• Founder, Managing Partner

  • 2004 - 2009

  Investment Banking for both public and private North American emerging companies, focused on minerals, oil & gas exploration technology and alternative energy, serving US and Canadian issuers. Sole-sourced, led or syndicated in excess of $100M of transactions in late 2000's. Acquired in 2009. Investment Banking for both public and private North American emerging companies, focused on minerals, oil & gas exploration technology and alternative energy, serving US and Canadian issuers. Sole-sourced, led or syndicated in excess of $100M of transactions in late 2000's. Acquired in 2009.



Octavius Capital Management, LLC

• Managing Partner

  • May 1997 - Dec 2008

  Founder and CIO of of Octavius Partners, LP, a multi-sector, thematic fund investing in public and private equities. Founder and CIO of of Octavius Partners, LP, a multi-sector, thematic fund investing in public and private equities.



Cowen & Co.

• Business Consulting and Services

• Vice President

  • Jan 1996 - May 1997

  Institutional & HNW Sales, focused on technology and healthcare sectors for predominantly West coast institutions and hedge fund clients. Institutional & HNW Sales, focused on technology and healthcare sectors for predominantly West coast institutions and hedge fund clients.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Institutional Equities Sales

  • Nov 1991 - Dec 1996

  Equities coverage of West Coast middle markets accounts Equities coverage of West Coast middle markets accounts