Chief Financial Officer

• Aug 2021 - Present

Surface Ophthalmics, Inc. is a pharmaceutical company focused on the development and commercialization of innovative therapeutics for ocular diseases. Our current drug pipeline consists of three proprietary drug candidates, all utilizing Klarity®, a patented delivery vehicle. Surface is led by a management team and board of directors with over 80 years of ophthalmology-related professional experience. Surface Ophthalmics, Inc. is a pharmaceutical company focused on the development and commercialization of innovative therapeutics for ocular diseases. Our current drug pipeline consists of three proprietary drug candidates, all utilizing Klarity®, a patented delivery vehicle. Surface is led by a management team and board of directors with over 80 years of ophthalmology-related professional experience.

Chief Financial Officer

• Feb 2019 - Sep 2021

Project-based CFO advisory services to emerging companies in technology and software/SaaS, including financial planning, accounting, team organization and development, process improvement, equity and debt financing, and M&A. Deep experience with high-growth, VC-backed companies, including two IPO's. Project-based CFO advisory services to emerging companies in technology and software/SaaS, including financial planning, accounting, team organization and development, process improvement, equity and debt financing, and M&A. Deep experience with high-growth, VC-backed companies, including two IPO's.

Chief Financial Officer

• Mar 2011 - Oct 2018

Trion is a consumer entertainment company offering a portfolio of online games and e-commerce platform to over 40M+ registered users. Our initial product drove revenues from zero to over $100M in its first-year through the subscription/SaaS and micro-transaction business models. I scaled the infrastructure, processes, and teams to meet this rapid expansion and growing operational complexity. At Trion, I also raised over $100M in equity, bank, and venture debt and directed the… Show more Trion is a consumer entertainment company offering a portfolio of online games and e-commerce platform to over 40M+ registered users. Our initial product drove revenues from zero to over $100M in its first-year through the subscription/SaaS and micro-transaction business models. I scaled the infrastructure, processes, and teams to meet this rapid expansion and growing operational complexity. At Trion, I also raised over $100M in equity, bank, and venture debt and directed the implementation of a grounds-up budgeting/forecasting process running on Host Analytics that drastically improved forecasting accuracy. In late 2018, I successfully led the sale of Trion to an overseas Buyer. Show less Trion is a consumer entertainment company offering a portfolio of online games and e-commerce platform to over 40M+ registered users. Our initial product drove revenues from zero to over $100M in its first-year through the subscription/SaaS and micro-transaction business models. I scaled the infrastructure, processes, and teams to meet this rapid expansion and growing operational complexity. At Trion, I also raised over $100M in equity, bank, and venture debt and directed the… Show more Trion is a consumer entertainment company offering a portfolio of online games and e-commerce platform to over 40M+ registered users. Our initial product drove revenues from zero to over $100M in its first-year through the subscription/SaaS and micro-transaction business models. I scaled the infrastructure, processes, and teams to meet this rapid expansion and growing operational complexity. At Trion, I also raised over $100M in equity, bank, and venture debt and directed the implementation of a grounds-up budgeting/forecasting process running on Host Analytics that drastically improved forecasting accuracy. In late 2018, I successfully led the sale of Trion to an overseas Buyer. Show less

Chief Financial Officer

• May 2009 - Jul 2010

Bundled hardware/software SaaS offering focused on improving driving behavior to reduce accident costs and improve fuel consumption. Extensive international operations. Bundled hardware/software SaaS offering focused on improving driving behavior to reduce accident costs and improve fuel consumption. Extensive international operations.

Chief Financial Officer

• Apr 2004 - Jun 2008

NASDAQ-traded enterprise software/SaaS solution for major call centers and consumer tech support that underwent major shifts in its business model from enterprise -> subscription -> consumer. I was involved in closing heavily negotiated enterprise sales contracts up to $10m in value and led over 150 investor meetings to attract and renew institutional investor interest. NASDAQ-traded enterprise software/SaaS solution for major call centers and consumer tech support that underwent major shifts in its business model from enterprise -> subscription -> consumer. I was involved in closing heavily negotiated enterprise sales contracts up to $10m in value and led over 150 investor meetings to attract and renew institutional investor interest.

Independent Consultant

• 2003 - 2003

CFO

• Nov 1997 - May 2002

Exponential growth led to a successful IPO and subsequent sale to BMC of this client configuration automation software company. I led the company's IPO readiness effort for its $80 million IPO in May 1999. Promoted to CFO of then-public company upon departure of predecessor Exponential growth led to a successful IPO and subsequent sale to BMC of this client configuration automation software company. I led the company's IPO readiness effort for its $80 million IPO in May 1999. Promoted to CFO of then-public company upon departure of predecessor

Corporate Controller

• Jul 1994 - Oct 1997

Company best known for creating SimCity and the Sims video games. Maxis completed a successful IPO in 1995 and subsequent sale to Electronic Arts. Company best known for creating SimCity and the Sims video games. Maxis completed a successful IPO in 1995 and subsequent sale to Electronic Arts.

Audit Manager

• Aug 1987 - Jul 1994