Experience

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  Ecowell, Llc - (Palm Ventures Portfolio Company)

  • Chief Financial Officer

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  Ecowell, LLC - (Palm Ventures'​ Portfolio Company)

  • Greenwich, CT

  • Chief Financial Officer

    • 2016 - Present
    • Greenwich, CT

    Manage day-to-day financial operations including budgeting, forecasting, capital investment, financial analysis and cash flow.

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  Palm Ventures, LLC - (Private Equity Investment Firm)

  • Greenwich, CT

  • Vice President and Controller

    • Mar 2012 - Present
    • Greenwich, CT

    ✦ Manages and directs Palm Ventures' accounting operations and financial reporting, including transaction reviews, financial analysis and waterfall calculations.

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  Activate Learning USA - (Palm Ventures' Portfolio Company)

  • Greenwich, CT

  • Chief Financial Officer

    • 2013 - 2015
    • Greenwich, CT

    ✦ Managed day-to-day financial operations including budgeting, forecasting, establishing financial performance indicators, cash flow, invoicing, AR, AP, vendor and customer relationships on financial matters✦ Established financial controls resulting in operating performance improvement✦ Implemented new inventory control and invoicing processes to enhance efficiency and lower headcount✦ Managed implementation of new accounting software

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  Greenwich Center for Hope and Renewal

  • Darien, CT

  • Finance Committee Member/Fundraiser

    • 2007 - 2011
    • Darien, CT

    ✦ Co-chair Annual Luncheon featuring Elizabeth Edwards as guest speaker ✦ Chairperson, Holiday Fundraiser✦ Planning & Finance Committee Member - Breakfast with Maria Bartiromo

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  Atlas Holdings LLC - (Private Equity Investment Firm)

  • Greenwich, CT

  • Manager of Accounting

    • Jul 2009 - Dec 2010
    • Greenwich, CT

    ✦ Prepared all required GAAP financial statements and supporting footnotes ✦ Managed and provided required accounting records for an audited “Fund of Funds”, including waterfall calculations, capital calls, and capital distributions✦ Managed all aspects of audit with outside auditors✦ Managed AR, AP and worked with state tax authorities to resolve tax issues ✦ Negotiated a settlement of disputed tax bills resulting in $300K savings

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  Greens Farms Academy

  • Westport, CT

  • Parent Fundraiser

    • 2001 - 2006
    • Westport, CT

    ✦ Class Captain Annual Giving Campaign

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  Nannie Network, Inc.

  • Darien, CT

  • Founder, Chief Executive Officer

    • 1988 - 1993
    • Darien, CT

    ✦ Created and led childcare placement firm that placed hundreds of qualified candidates✦ Established interview criteria, background check and placement practices

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  Financial Accounting Standards Board (FASB)

  • Norwlk, CT

  • Project Manager, Consolidations

    • 1985 - 1988
    • Norwlk, CT

    ✦ Responsible for the resolution of current accounting practice problems pertaining to consolidations and joint venture areas✦ Managed all aspects of the preparation of the Exposure Draft and Chaired and organized related Public Hearings resulting in the issuance of FASB 94 "Consolidation of All Majority-Owned Subsidiaries"

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  The Singer Company, International Group - (Fortune 100 Company)

  • Stamford, CT

  • Manager Financial Planning and Analysis

    • 1978 - 1985
    • Stamford, CT

    ✦ Responsible for critically analyzing foreign capital investment proposals to ensure completeness and validate financial return ✦Identified unforeseen risks in a foreign capital investment, saving $10 million. Commended by CFO✦Analyzed and presented the International Group’s budgets and operating results to Senior Management

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  Arthur Andersen & Co.

  • Albany, New York Area

  • Senior Accountant - Industrial and Natural Resource Division

    • 1973 - 1978
    • Albany, New York Area

    ✦ Responsible for planning, direction and administration of audits and staff