Experience

Pebble

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Company Director

  • Aug 2022 - Present

  Maryland, United States Currently implementing an EV-centric climate technology platform that rewards consumers and businesses for their commitment to sustainability.



Independent Consultant

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Securities Industry Consultant

  • Jul 2007 - Present

  California I am currently working with MKR Group (Los Angeles) and Tormont Group (Toronto) developing cross-border investor relations programs, primarily for Canadian companies looking to improve their institutional and U.S. investor bases. Previous contract/consulting work included creating marketing materials and nationwide databases for a multi-product investment management firm; earnings call script writing; new business proposals for a broker dealer and telecom start-up; and development of a… Show more I am currently working with MKR Group (Los Angeles) and Tormont Group (Toronto) developing cross-border investor relations programs, primarily for Canadian companies looking to improve their institutional and U.S. investor bases. Previous contract/consulting work included creating marketing materials and nationwide databases for a multi-product investment management firm; earnings call script writing; new business proposals for a broker dealer and telecom start-up; and development of a fund procedures manual. Show less



Ryan Capital Management

• United States
• Financial Services

• Vice President

  • Feb 1999 - Jul 2007

  Co-manager and primary analyst for Rustic Partners, a two-man, $68 million growth-oriented hedge fund. Involved with all phases of fund management -- Series 7 & 63 certifications; advanced WONDA user.



William O'Neil + Co. Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Jun 1990 - Jan 1999

  Various positions (June 90 to Jan. 99) Writer/Analyst for the company’s fundamental research products; Initial Public Offering specialist, responsible for written research on more than 1,000 new issues; and Manager/Analyst for the New USA Mutual Fund, $200 million in assets (8/95-5/97).



General Display

• Advertising Services
• 1 - 100 Employee

• Head of New Business Development

  • Jun 1989 - Jun 1990

  Wilmington, CA Coordinated a business expansion plan for a point of purchase (POP) signage maker that targeted major advertising agencies and retailers.



Hughes Aircraft – Electron Dynamics Division

• Production Planner & Program Controls Administrator

  • Nov 1983 - May 1989

  Torrance, CA involved in the clean-room manufacturing of traveling wave tubes, cryocoolers and ion thrusters; responsible for financial controls on more than 100 commercial and military contracts. Secret Clearance.