Experience

U.S. Dynamics Corporation

• United States
• Defense and Space Manufacturing
• 1 - 100 Employee

• President

  • Nov 2014 - Present

  U.S. Dynamics Corporation is a key global supplier in the support of mature and legacy systems, obsolescence postponement, and DMSMS solutions. Our mission is executed by a talented management team in our Electronic Services, Custom Fabrication and Precision Instruments divisions. They are supported by our vertically integrated infrastructure consisting of clean rooms, machine shops, large bays and manufacturing space, environmental test facilities, and engineering, manufacturing, and technical staff.As President, and a member of the Board of Directors, my charter is to establish, implement and oversee U.S. Dynamics Corporation's core strategic goals through:- National and international market penetration- Strategic partnership development- Capability expansion- Supplier Source Approval generation- Process enhancement via implementation/upgrade of Information Systems- Corporate Finance partnerships/Banking relationships- Organizational re-structuring- Executive leadership and managementKey Accomplishments:- Was promoted to President after two years of losses, and have now successfully led U.S. Dynamics Corporations to consecutive years of profitability- AE for major accounts, personally negotiating ~40% of annual revenue- Generated and implemented strategy to streamline Electronic Services sales and product offering, increasing divisional revenue YoY for the last two years by ~60% and ~32%, making it the top producing business unit at U.S. Dynamics Corporation in FY 2016.- Re-positioned Precision Instruments division after 4 years of sales decline, personally winning contracts for 3 new products for high profile applications, and launching rate gyro production line.- Negotiated cross-collateralized commercial mortgage refinance: lowering interest rates, consolidating aged Payables, and structured financing to include a LOC collateralized by Real Estate to facilitate cash flow assistance without AR base maintenance and reporting requirements.

• Vice President, Business Development

  • Mar 2014 - Nov 2014

  As the Vice President of Business Development, and a board member, my charter was to develop and implement a viable, scalable revenue generation strategy, play a key role in developing corporate strategy, and perform general executive functions. Responsibilities include:• Identify and maximize competitive advantages• Oversee the Sales and Proposals departments• Develop and implement pipeline process flow• Identify and implement software and technological tools to streamline bid board based opportunity search initiatives, as well as provide transparency, efficiency, and accountability in pipeline management and deal flow• Recruit, reward and retain staff in the Sales and Proposals departments• Develop productive national and international networks of sales representatives, export managers, and re-sellers• Provide turn-key b2b marketing support, territory analysis, and lead generation for internal and external sales channels, and strategic partners• Perform business analysis on internal performance and apply metrics to identify core competencies, streamline product offering, and further product extension strategy• Analyze domestic and international procurement trends and sustainment needs of key systems• Expand relationships with OEM’s• Maximize U.S. Military sales • Leverage U.S. Armed Forces approvals to overcome barriers to entry overseas, and deepen competitive advantages

• Director, Business Development

  • Nov 2012 - Mar 2014

  Head of sales and marketing. Part of executive management team. Duties include all typical responsibilities of a marketing manager and a head of sales. Strategy is also a key part of my role - evaluating the market, competitors, our client portfolio mix, how we need to be positioned for the future, and opportunities for partnerships.



Pan Am Equities

• 1 - 100 Employee

• Portfolio Analyst

  • Apr 2012 - Nov 2012

  Analyze liquid securities portfolio. Focus on equities and equity linked securities. Touch on various fixed income products, commodities, hard and illiquid assets as well as private placements. Generate customized financial models. Advise venture funded startups. Analyze liquid securities portfolio. Focus on equities and equity linked securities. Touch on various fixed income products, commodities, hard and illiquid assets as well as private placements. Generate customized financial models. Advise venture funded startups.



FBR Capital Markets

• United States
• Investment Banking

• Vice President - Listed Options Sales and Trading

  • Jul 2011 - Nov 2011

  Provided institutional sales coverage. Focused on equity derivatives and equities. Generated customized trading strategies. Provided institutional sales coverage. Focused on equity derivatives and equities. Generated customized trading strategies.



Hapoalim Securities USA

• United States
• Investment Banking

• Vice President - Institutional Sales/Desk Analyst, Equity Derivatives

  • Oct 2010 - Aug 2011

  Provide institutional sales coverage in equity derivatives, equities, and equity linked securities. Conduct research for the purpose of generating trading ideas. Customize and recommend equity derivatives hedging and arbitrage strategies. Work closely with all equities based trading desks. Expertise in the housing sector. Developing knowledge base in commercial real estate, solar, bio-tech, consumer staples, and energy. Series 7 & 66 registered. Provide institutional sales coverage in equity derivatives, equities, and equity linked securities. Conduct research for the purpose of generating trading ideas. Customize and recommend equity derivatives hedging and arbitrage strategies. Work closely with all equities based trading desks. Expertise in the housing sector. Developing knowledge base in commercial real estate, solar, bio-tech, consumer staples, and energy. Series 7 & 66 registered.



Baruch College, Zicklin School of Business

• Honors MBA Graduate

  • Aug 2008 - Jun 2010

  Baruch College, Zicklin School of Business, Full-Time Honors MBA program. Baruch College, Zicklin School of Business, Full-Time Honors MBA program.



Zicklin Graduate Finance and Investment Club

• President

  • Sep 2008 - Apr 2010

  Our mission is to enhance the awareness of the Zicklin School of Business' reputation in the NYC finance community, while enriching the experience and knowledge base of our members. I am responsible for sourcing, retaining, and managing our board of directors in their efforts to fulfill our mission. I also actively work with the school's administration for the promotion and facilitation of finance related competitions and events. Our mission is to enhance the awareness of the Zicklin School of Business' reputation in the NYC finance community, while enriching the experience and knowledge base of our members. I am responsible for sourcing, retaining, and managing our board of directors in their efforts to fulfill our mission. I also actively work with the school's administration for the promotion and facilitation of finance related competitions and events.



Amalgamated Bank

• United States
• Banking
• 300 - 400 Employee

• Summer Associate

  • Jun 2009 - Aug 2009

  Rotating internship involving financial analysis for the bank's leveraged lending transactions with equity sponsorship; as well as credit analysis on the bank's portfolio exposure to commercial and industrial, and syndicated loans. Rotating internship involving financial analysis for the bank's leveraged lending transactions with equity sponsorship; as well as credit analysis on the bank's portfolio exposure to commercial and industrial, and syndicated loans.



Bondcorp Mortgage Company

• Partner - Wholesale Mortgage Banking Unit

  • Aug 2007 - Aug 2008

  Launched new wholesale mortgage banking unit. Developed sales and operations infrastructures. Managed secondary market relationships for closed loan sales. Recruited, hired, trained, managed, terminated staff. Stimulated loan production. Managed credit risk. Launched new wholesale mortgage banking unit. Developed sales and operations infrastructures. Managed secondary market relationships for closed loan sales. Recruited, hired, trained, managed, terminated staff. Stimulated loan production. Managed credit risk.



HomeView Lending

• Banking
• 1 - 100 Employee

• Regional Manager

  • May 2006 - Apr 2007

  Drove company production funding over $175mm in loans to be sold or securitized. Managed 30 account executives and was responsible for 70% of company wide production during my tenure. Recruited and trained over half of the account executives under management. Applied strong judgement and risk management limiting loan portfolio default to under 1%. Drove company production funding over $175mm in loans to be sold or securitized. Managed 30 account executives and was responsible for 70% of company wide production during my tenure. Recruited and trained over half of the account executives under management. Applied strong judgement and risk management limiting loan portfolio default to under 1%.



Acoustic Home Loans, LLC

• Client Manager

  • Dec 2004 - Apr 2006

  Developed and managed a book of business of over 50 nationwide institutional clients. Funded 230 units for over $35mm in production. Generated a Weighted Average Coupon close to 9%. Assisted in recruiting, motivating, and training staff. Was the top producing client manager twice regionwide; and was the top producing client manager companywide in April 2006. Developed and managed a book of business of over 50 nationwide institutional clients. Funded 230 units for over $35mm in production. Generated a Weighted Average Coupon close to 9%. Assisted in recruiting, motivating, and training staff. Was the top producing client manager twice regionwide; and was the top producing client manager companywide in April 2006.