Life Science Practice Leader/ CFO

• Jan 2021 - Present

Chief Financial Officer

• Jan 2020 - Present

Early stage drug development - Sickle Cell Early stage drug development - Sickle Cell

VP of Finance and Administration

• Dec 2017 - Sep 2019

Phase II clinical company, converted company from LLC to Inc., performed first three years of audits and financial forecasts, scaled company from virtual to an organization with employees, associated benefits, office space and infrastructure to run a 160 patient clinical trial. Prepared the company to go public based on positive drug results in a Phase 2 trial. Prepared and filed an S-1 with the Securities an Exchange Commission (SEC). Drug ultimately did not meet primary endpoint with the… Show more Phase II clinical company, converted company from LLC to Inc., performed first three years of audits and financial forecasts, scaled company from virtual to an organization with employees, associated benefits, office space and infrastructure to run a 160 patient clinical trial. Prepared the company to go public based on positive drug results in a Phase 2 trial. Prepared and filed an S-1 with the Securities an Exchange Commission (SEC). Drug ultimately did not meet primary endpoint with the trial end in July 2019. Show less Phase II clinical company, converted company from LLC to Inc., performed first three years of audits and financial forecasts, scaled company from virtual to an organization with employees, associated benefits, office space and infrastructure to run a 160 patient clinical trial. Prepared the company to go public based on positive drug results in a Phase 2 trial. Prepared and filed an S-1 with the Securities an Exchange Commission (SEC). Drug ultimately did not meet primary endpoint with the… Show more Phase II clinical company, converted company from LLC to Inc., performed first three years of audits and financial forecasts, scaled company from virtual to an organization with employees, associated benefits, office space and infrastructure to run a 160 patient clinical trial. Prepared the company to go public based on positive drug results in a Phase 2 trial. Prepared and filed an S-1 with the Securities an Exchange Commission (SEC). Drug ultimately did not meet primary endpoint with the trial end in July 2019. Show less

Interim CEO, CAO, VP Finance and Treasurer

• Jul 2014 - Apr 2018

Enumeral was discovering and developing novel antibody immunotherapies that helped the immune system attack diseased cells. The unique platform allowed Enumeral to screen, identify and characterize promising new antibodies relevant to cancer, infectious and inflammatory diseases (PD-1, CD39, TIM3). A lead PD-1 antibody was licensed to Pieris Pharmaceuticals for combination with one of their Anticalin molecules. The core technology behind the high through put screening platform was… Show more Enumeral was discovering and developing novel antibody immunotherapies that helped the immune system attack diseased cells. The unique platform allowed Enumeral to screen, identify and characterize promising new antibodies relevant to cancer, infectious and inflammatory diseases (PD-1, CD39, TIM3). A lead PD-1 antibody was licensed to Pieris Pharmaceuticals for combination with one of their Anticalin molecules. The core technology behind the high through put screening platform was developed and licensed from the Massachusetts Institute of Technology. Company ultimately went through a Chapter 11 bankruptcy packaged asset sale process in 2017-2018 Show less Enumeral was discovering and developing novel antibody immunotherapies that helped the immune system attack diseased cells. The unique platform allowed Enumeral to screen, identify and characterize promising new antibodies relevant to cancer, infectious and inflammatory diseases (PD-1, CD39, TIM3). A lead PD-1 antibody was licensed to Pieris Pharmaceuticals for combination with one of their Anticalin molecules. The core technology behind the high through put screening platform was… Show more Enumeral was discovering and developing novel antibody immunotherapies that helped the immune system attack diseased cells. The unique platform allowed Enumeral to screen, identify and characterize promising new antibodies relevant to cancer, infectious and inflammatory diseases (PD-1, CD39, TIM3). A lead PD-1 antibody was licensed to Pieris Pharmaceuticals for combination with one of their Anticalin molecules. The core technology behind the high through put screening platform was developed and licensed from the Massachusetts Institute of Technology. Company ultimately went through a Chapter 11 bankruptcy packaged asset sale process in 2017-2018 Show less

Advisory Board Member

• Jul 2014 - Dec 2016

SPR Advanced Technologies, Inc. was incorporated in 2014 to evaluate a technology platform that was developed with support from two grants provided by the Bill & Melinda Gates Foundation. SPR’s patented technology is a durable, long lasting, easy-to-apply pre-treatment for surfaces that introduces both self-cleaning and anti-microbial properties to treated materials, using concepts of applied physics rather than chemicals. SPR Advanced Technologies, Inc. was incorporated in 2014 to evaluate a technology platform that was developed with support from two grants provided by the Bill & Melinda Gates Foundation. SPR’s patented technology is a durable, long lasting, easy-to-apply pre-treatment for surfaces that introduces both self-cleaning and anti-microbial properties to treated materials, using concepts of applied physics rather than chemicals.

VP Finance and Administration

• Sep 2013 - Aug 2014

Avaxia is an early-stage biotechnology company developing Avaximabs™, gut-targeted antibody therapeutics which are orally administered, minimally absorbed drugs that are designed to act locally in the gastrointestinal (GI) tract. - Successful Phase 1, unable to scale based on bovine model, company IP assets sold to angel investors. Avaxia is an early-stage biotechnology company developing Avaximabs™, gut-targeted antibody therapeutics which are orally administered, minimally absorbed drugs that are designed to act locally in the gastrointestinal (GI) tract. - Successful Phase 1, unable to scale based on bovine model, company IP assets sold to angel investors.

Consultant - Financial and accounting services for the life science industry

• May 2009 - Sep 2013

Consulting Finance and Accounting - Life Science Companies. Interim CFO/Controller. Long or short term projects. (May 2009 - Sept 2013) Projects worked on: DEERFIELD MANAGEMENT – Transitioned Nitromed corporate business to an out-of-state private equity purchaser. (May 2009) INOTEK PHARMACEUTICALS – FAS123R consultation, Equity Edge software install and analysis. (June 2009) INTELLIGENT MDx – Medical Device - financial restatement, FAS 13 lease analysis, FAS 150… Show more Consulting Finance and Accounting - Life Science Companies. Interim CFO/Controller. Long or short term projects. (May 2009 - Sept 2013) Projects worked on: DEERFIELD MANAGEMENT – Transitioned Nitromed corporate business to an out-of-state private equity purchaser. (May 2009) INOTEK PHARMACEUTICALS – FAS123R consultation, Equity Edge software install and analysis. (June 2009) INTELLIGENT MDx – Medical Device - financial restatement, FAS 13 lease analysis, FAS 150 convertible debt warrant valuation, prepared for year end audit with new "Big 4" provider. (May 2009 - Nov 2009) REDLINE TRADING SOLUTIONS - Software Company - Prepared year end financials, and managed year end audits 2011 and 2012, ongoing financial consultation to the CEO. (2011 - 2012) TESARO, INC. - Biopharmaceutical Company - SEC form S-1 preparation - financials and MD&A, year end audit prep and assistance, FAS123 (ASC718) prep and disclosure, company IPO March 2012 (Feb 2012 - May 2012) TETRAPHASE, INC. - Biopharmaceutical Company - SEC form S-1 preparation - financials and MD&A, year end audit prep and assistance, FAS123 (ASC718) prep and disclosure, company IPO March 2013 (Oct 2012 - Jan 2013) PARATEK, INC. - Biopharmaceutical Company - SEC form S-1 preparation - financials and MD&A, year end audit prep and assistance. (Jan 2013 - Feb 2013) PRONUTRIA - Biopharmaceutical Company - financial preparation 2011 - 2013, first year end audit prep and assistance 2011, ASC 718 prep and disclosure. (June 2012 - Dec 2012) KARYOPHARM THERAPEUTICS - Biopharmaceutical Company - SEC form S-1 preparation - financials, audit prep and assistance, company IPO (June 2013 - Aug 2013) GENOCEA BIOSCIENCES - Vaccine Discovery and Development Company - SEC form S-1 preparation - financials, audit prep and assistance, company IPO (June 2013 - Aug 2013) Cell # 617-640-8208 Show less Consulting Finance and Accounting - Life Science Companies. Interim CFO/Controller. Long or short term projects. (May 2009 - Sept 2013) Projects worked on: DEERFIELD MANAGEMENT – Transitioned Nitromed corporate business to an out-of-state private equity purchaser. (May 2009) INOTEK PHARMACEUTICALS – FAS123R consultation, Equity Edge software install and analysis. (June 2009) INTELLIGENT MDx – Medical Device - financial restatement, FAS 13 lease analysis, FAS 150… Show more Consulting Finance and Accounting - Life Science Companies. Interim CFO/Controller. Long or short term projects. (May 2009 - Sept 2013) Projects worked on: DEERFIELD MANAGEMENT – Transitioned Nitromed corporate business to an out-of-state private equity purchaser. (May 2009) INOTEK PHARMACEUTICALS – FAS123R consultation, Equity Edge software install and analysis. (June 2009) INTELLIGENT MDx – Medical Device - financial restatement, FAS 13 lease analysis, FAS 150 convertible debt warrant valuation, prepared for year end audit with new "Big 4" provider. (May 2009 - Nov 2009) REDLINE TRADING SOLUTIONS - Software Company - Prepared year end financials, and managed year end audits 2011 and 2012, ongoing financial consultation to the CEO. (2011 - 2012) TESARO, INC. - Biopharmaceutical Company - SEC form S-1 preparation - financials and MD&A, year end audit prep and assistance, FAS123 (ASC718) prep and disclosure, company IPO March 2012 (Feb 2012 - May 2012) TETRAPHASE, INC. - Biopharmaceutical Company - SEC form S-1 preparation - financials and MD&A, year end audit prep and assistance, FAS123 (ASC718) prep and disclosure, company IPO March 2013 (Oct 2012 - Jan 2013) PARATEK, INC. - Biopharmaceutical Company - SEC form S-1 preparation - financials and MD&A, year end audit prep and assistance. (Jan 2013 - Feb 2013) PRONUTRIA - Biopharmaceutical Company - financial preparation 2011 - 2013, first year end audit prep and assistance 2011, ASC 718 prep and disclosure. (June 2012 - Dec 2012) KARYOPHARM THERAPEUTICS - Biopharmaceutical Company - SEC form S-1 preparation - financials, audit prep and assistance, company IPO (June 2013 - Aug 2013) GENOCEA BIOSCIENCES - Vaccine Discovery and Development Company - SEC form S-1 preparation - financials, audit prep and assistance, company IPO (June 2013 - Aug 2013) Cell # 617-640-8208 Show less

Consultant

• Jul 2011 - Feb 2013

Medical Device - Interim Controller – Year end audits, SOX testing, SEC Reporting - 10-K, 10-Q, financial reporting, Ch 11 Bankruptcy Nov 2012 handled bankruptcy financial reporting, cash forecasting and court representation. Medical Device - Interim Controller – Year end audits, SOX testing, SEC Reporting - 10-K, 10-Q, financial reporting, Ch 11 Bankruptcy Nov 2012 handled bankruptcy financial reporting, cash forecasting and court representation.

VP Finance

• Jun 2010 - Feb 2012

VP Finance for a research and development company in the aptimer field. Part of the executive team that sold an early stage drug therapy in the Hemophilia field for $330 million in milestone based payments to Baxter. Utilizing a valuation Monti Carlo analysis and the company's tax NOL's through a 382 tax analysis transitioned company into a liquidating corporation and distributed assets back to venture capital investors. Other accomplishments include negotiating the subletting of 35,000 sqft… Show more VP Finance for a research and development company in the aptimer field. Part of the executive team that sold an early stage drug therapy in the Hemophilia field for $330 million in milestone based payments to Baxter. Utilizing a valuation Monti Carlo analysis and the company's tax NOL's through a 382 tax analysis transitioned company into a liquidating corporation and distributed assets back to venture capital investors. Other accomplishments include negotiating the subletting of 35,000 sqft of R&D lab space, and sale of lab assets and the build out of 10,000 sqft office and R&D space that was eventually sold with the sale of drug assets. Show less VP Finance for a research and development company in the aptimer field. Part of the executive team that sold an early stage drug therapy in the Hemophilia field for $330 million in milestone based payments to Baxter. Utilizing a valuation Monti Carlo analysis and the company's tax NOL's through a 382 tax analysis transitioned company into a liquidating corporation and distributed assets back to venture capital investors. Other accomplishments include negotiating the subletting of 35,000 sqft… Show more VP Finance for a research and development company in the aptimer field. Part of the executive team that sold an early stage drug therapy in the Hemophilia field for $330 million in milestone based payments to Baxter. Utilizing a valuation Monti Carlo analysis and the company's tax NOL's through a 382 tax analysis transitioned company into a liquidating corporation and distributed assets back to venture capital investors. Other accomplishments include negotiating the subletting of 35,000 sqft of R&D lab space, and sale of lab assets and the build out of 10,000 sqft office and R&D space that was eventually sold with the sale of drug assets. Show less

Controller

• Dec 2009 - May 2010

Interim Controller at a publically traded medical device sequencing company. Performed year-end audit, 10K filing, Proxy, Equity accounting ASC 718/FAS123R and Sarbanes 404 readiness. Jumped into interim role to assist the company with completion of year-end audit and the hiring and training of a Controller for a full time role. Interim Controller at a publically traded medical device sequencing company. Performed year-end audit, 10K filing, Proxy, Equity accounting ASC 718/FAS123R and Sarbanes 404 readiness. Jumped into interim role to assist the company with completion of year-end audit and the hiring and training of a Controller for a full time role.

Principal Accounting Officer - Controller

• Mar 2005 - Apr 2009

Principal Accounting Officer/Interim CFO/Controller at a publicly traded (NASDAQ) - (NTMD) pharmaceutical company. SEC reporting, Led the initial implementation of Sarbanes-Oxley compliance and communicated a clean SOX audit opinion to the Audit Committee each year, forecasting/budgeting, primary contact with external auditors, and audit committee. Reported directly to CEO. Handled accounting and finance function for the company's commercial launch of its product (BiDil) in July 2005… Show more Principal Accounting Officer/Interim CFO/Controller at a publicly traded (NASDAQ) - (NTMD) pharmaceutical company. SEC reporting, Led the initial implementation of Sarbanes-Oxley compliance and communicated a clean SOX audit opinion to the Audit Committee each year, forecasting/budgeting, primary contact with external auditors, and audit committee. Reported directly to CEO. Handled accounting and finance function for the company's commercial launch of its product (BiDil) in July 2005. Transitioned company from R&D focus to commercial product focus. Handled growth of company from 100 R&D employees to over 300 sales and marketing employees and subsequent downsizing to 20 key employees as we prepared the company for sale. Worked with sales and marketing in implementing co-pay, patient assistance, managed care, chargeback and rebate programs. Managed the company's equity plans (stock options, restricted stock and ESPP) as well as implemented Equity Edge stock option software. Equity financings both public and private stock offerings. Cash, treasury and insurance risk management. Main financial executive in reverse merger M&A transaction which ultimately resulted in the sale of the company to a private equity group (Deerfield Management) in April 2009. Show less Principal Accounting Officer/Interim CFO/Controller at a publicly traded (NASDAQ) - (NTMD) pharmaceutical company. SEC reporting, Led the initial implementation of Sarbanes-Oxley compliance and communicated a clean SOX audit opinion to the Audit Committee each year, forecasting/budgeting, primary contact with external auditors, and audit committee. Reported directly to CEO. Handled accounting and finance function for the company's commercial launch of its product (BiDil) in July 2005… Show more Principal Accounting Officer/Interim CFO/Controller at a publicly traded (NASDAQ) - (NTMD) pharmaceutical company. SEC reporting, Led the initial implementation of Sarbanes-Oxley compliance and communicated a clean SOX audit opinion to the Audit Committee each year, forecasting/budgeting, primary contact with external auditors, and audit committee. Reported directly to CEO. Handled accounting and finance function for the company's commercial launch of its product (BiDil) in July 2005. Transitioned company from R&D focus to commercial product focus. Handled growth of company from 100 R&D employees to over 300 sales and marketing employees and subsequent downsizing to 20 key employees as we prepared the company for sale. Worked with sales and marketing in implementing co-pay, patient assistance, managed care, chargeback and rebate programs. Managed the company's equity plans (stock options, restricted stock and ESPP) as well as implemented Equity Edge stock option software. Equity financings both public and private stock offerings. Cash, treasury and insurance risk management. Main financial executive in reverse merger M&A transaction which ultimately resulted in the sale of the company to a private equity group (Deerfield Management) in April 2009. Show less

Board Member

• 2005 - 2008

Lead finance board member for a college prep private school of 150 students (boarding and day). Assisted headmaster on advising the schools financial affairs, building program and fund raising. Lead finance board member for a college prep private school of 150 students (boarding and day). Assisted headmaster on advising the schools financial affairs, building program and fund raising.

Controller

• 2000 - 2005

Controller at a privately held medical device company. Entered into a joint venture development with Medtronics Inc. for $50 million. Oversaw a period of HR managment and interim CFO responsibilites during a transition time. Controller at a privately held medical device company. Entered into a joint venture development with Medtronics Inc. for $50 million. Oversaw a period of HR managment and interim CFO responsibilites during a transition time.

Auditor - Technology Group

• 1996 - 2000

Provided professional services to both public and private companys in the technology sector (TICE). SEC, Accounting Services - Originally started with Coopers and Lybrand merged with Price Waterhouse Clients: Banyan Systems (public), Switchboard.com (carve out took public) , Centennial Technologies (fraud audit), Mercury Computer (took public), RadioMed (private med device), Hydrocision (private med device), Indigo America (Israeli manufacture of commercial printing machines) Provided professional services to both public and private companys in the technology sector (TICE). SEC, Accounting Services - Originally started with Coopers and Lybrand merged with Price Waterhouse Clients: Banyan Systems (public), Switchboard.com (carve out took public) , Centennial Technologies (fraud audit), Mercury Computer (took public), RadioMed (private med device), Hydrocision (private med device), Indigo America (Israeli manufacture of commercial printing machines)

Financial Analyst

• 1995 - 1996

The World Trade Center Boston, is a conference and event complex in New England, offering tenants and guests over 155,000 square feet of flexible meeting and exhibition space. World Trade Center Boston consists of office and retail space, conference center facilities, an exhibition hall, and a marine terminal. In addition to approximately 550,000 square feet of office space, the World Trade Center Boston contains 9,762 square feet of retail space, a conference center, an amphitheater, and a… Show more The World Trade Center Boston, is a conference and event complex in New England, offering tenants and guests over 155,000 square feet of flexible meeting and exhibition space. World Trade Center Boston consists of office and retail space, conference center facilities, an exhibition hall, and a marine terminal. In addition to approximately 550,000 square feet of office space, the World Trade Center Boston contains 9,762 square feet of retail space, a conference center, an amphitheater, and a 120,000 square foot exhibition hall. Show less The World Trade Center Boston, is a conference and event complex in New England, offering tenants and guests over 155,000 square feet of flexible meeting and exhibition space. World Trade Center Boston consists of office and retail space, conference center facilities, an exhibition hall, and a marine terminal. In addition to approximately 550,000 square feet of office space, the World Trade Center Boston contains 9,762 square feet of retail space, a conference center, an amphitheater, and a… Show more The World Trade Center Boston, is a conference and event complex in New England, offering tenants and guests over 155,000 square feet of flexible meeting and exhibition space. World Trade Center Boston consists of office and retail space, conference center facilities, an exhibition hall, and a marine terminal. In addition to approximately 550,000 square feet of office space, the World Trade Center Boston contains 9,762 square feet of retail space, a conference center, an amphitheater, and a 120,000 square foot exhibition hall. Show less

Commercial Loan Officer - Banking

• 1992 - 1994

Troubled debt restructure, portfolio and asset management, commercial loan refinancing Troubled debt restructure, portfolio and asset management, commercial loan refinancing

Commercial Banking - Loan Workout Officer

• 1990 - 1992

Commercial loan restructuring, bankruptcy, discounted loan payoffs Commercial loan restructuring, bankruptcy, discounted loan payoffs