David J. Marston

Chief Operating Officer at Allele Capital Partners
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • Spanish Limited working proficiency
  • German Elementary proficiency
  • Italian Elementary proficiency
  • French Elementary proficiency

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Bio

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Renee J. Fogarty

Dave is the epitome of an effective collaborator -- generous with his ideas, his time, respectful and curious of others' views and experience. I learn something from each conversation with Dave.

Bob Derocher

Dave worked for me on several marketing operations improvement projects for a major Retailer and did an excellent job in all facets of the engagement. He was one of the more creative consultants that I have worked with, always pushing the envelope. He also did an excellent job in managing the engagement and clients.

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Credentials

  • Series 63
    NASAA
    May, 2022
    - Sep, 2024
  • Series 99 Operations Professional
    FINRA
    Jan, 2022
    - Sep, 2024
  • Series 7 General Securities Representative
    FINRA
    Jun, 2020
    - Sep, 2024

Experience

  • Allele Capital Partners
    • Chief Operating Officer
      • 2020 - Present

      We offer strategic advisory, investment banking (via executing broker dealer) and merchant banking for biotech and med device companies worldwide. I lead operations, finance and accounting, deal accounting, IT, HR, CRM, KYC/AML and compliance. I recently implemented PipeDrive CRM for our team, providing training and documentation to support our sales process and pipeline of hundreds of prospects and ~20,000 contact records. With our executing broker dealer, Wilmington Capital, we structure and execute private placements of debt and equity financing; and guide our client companies to exits via acquisition by strategic investors or IPO. Our clients range from seed / startups, through clinical stage companies with multiple funding rounds. Allele advises, raises capital for, and invests directly in private and public biotech and med tech companies, providing $5-50 million of proprietary and syndicated capital. We are a trusted partner to accelerate development and de-risk; provide VC and PE financing, and identify strategic partners. All securities and investment banking services offered via Wilmington Capital Securities, LLC, a registered broker-dealer. Member FINRA, MSRB and SIPC. Principals of Allele are registered representatives of Wilmington. Allele and Wilmington are separate and unaffiliated entities.

  • Turnberry Solutions
    • United States
    • Business Consulting and Services
    • 500 - 600 Employee
    • Consulting Advanced Practitioner
      • 2016 - 2019

      All my work was delivered at one client, where I grew our presence from one consultant (myself) to six, providing supply chain integration and process design and improvement in a post-M&A setting; and building a program to launch dozens of new products into dozens of global markets. Turnberry Solutions provides business transformation, IT strategy and system integration. All my work was delivered at one client, where I grew our presence from one consultant (myself) to six, providing supply chain integration and process design and improvement in a post-M&A setting; and building a program to launch dozens of new products into dozens of global markets. Turnberry Solutions provides business transformation, IT strategy and system integration.

  • OnDemand Resources
    • United States
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Program Manager to VP Client Service
      • 2009 - 2016

      I planned and delivered complex projects of 6-24 months to medical device, OTC/pharma and consumer goods clients across the US and in Mexico; primarily in supply chain improvement and strategic cost analysis and reduction. Later, as a member of ODR's bus dev team, I provided clients with expert program and project managers to design and deliver major programs and process excellence. I planned and delivered complex projects of 6-24 months to medical device, OTC/pharma and consumer goods clients across the US and in Mexico; primarily in supply chain improvement and strategic cost analysis and reduction. Later, as a member of ODR's bus dev team, I provided clients with expert program and project managers to design and deliver major programs and process excellence.

  • KPMG Advisory
    • Netherlands
    • Investment Banking
    • 1 - 100 Employee
    • Director IT Strategy & Performance
      • 2011 - 2012

      Led global teams (EU, India, US) to deliver successful projects in IT strategy and SEC compliance, financial management of IT organizations, and IT-business innovation for clients in pharma and life sciences, and the financial sector. Led global teams (EU, India, US) to deliver successful projects in IT strategy and SEC compliance, financial management of IT organizations, and IT-business innovation for clients in pharma and life sciences, and the financial sector.

Education

  • Columbia Business School
    Master of Business Administration (M.B.A.), Finance and Operations Management
  • Queen's University
    Honors Bachelor of Commerce, Marketing

Community

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