Experience

Outcomes Matter Innovations, LLC

• Hospitals and Health Care
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2023 - Present

  Jersey City, New Jersey, United States



U.S. Shipping Corporation

• United States
• Maritime Transportation
• 1 - 100 Employee

• CFO

  • Apr 2017 - Aug 2021

  Edison NJ



ZAIS Group, LLC

• Chief Financial Officer

  • Jan 2010 - Aug 2015

  Red Bank, NJ Responsible for all financial, regulatory, and tax reporting and the development of the internal control infrastructure for a dynamic investment management firm with approximately $5.0 billion of assets under management focused on specialized credit investments. Responsible for the financial operations of two publicly traded companies, multiple hedge funds, private equity funds, separately managed accounts and structured CDO/CLO vehicles. ZAIS has a global operation with offices in Red Bank… Show more Responsible for all financial, regulatory, and tax reporting and the development of the internal control infrastructure for a dynamic investment management firm with approximately $5.0 billion of assets under management focused on specialized credit investments. Responsible for the financial operations of two publicly traded companies, multiple hedge funds, private equity funds, separately managed accounts and structured CDO/CLO vehicles. ZAIS has a global operation with offices in Red Bank, New Jersey and London. Co-chaired the ZAIS Valuation Committee and was a member of the Management, Commitments, and Disclosure Committees. Show less



XE Capital Management, LLC

• Chief Financial Officer / Chief Operating Officer

  • Mar 2004 - Apr 2008

  New York, NY Responsible for all finance and operations activities in an independent successful investment management firm specializing in structured products. XE operated in New York, Singapore, and india with over $1 billion of assets under management at its height in three hedge funds and a private equity fund.



Zurich Capital Markets (a subsidiary of Zurich Financial Services Group)

• Managing Director and Global Financial Controller

  • May 2001 - Mar 2004

  New York, NY Managed the Global Finance and Tax functions for a highly successful business specializing in structured products. Responsible for over 30 personnel in 7 global offices with over $15 billion of assets under management.



JP Morgan & Co., Inc.

• Vice President

  • Mar 1992 - May 2001

  New York, NY Positions at JP Morgan included the following: Vice President and Global MIS Manager for Interest Rate Markets/FX & Commodities Vice President and Controller, JP Morgan, Hong Kong Global FX Business Group Controller Market Risk Reporting, JP Morgan, Brussels Emerging Markets - External Debt Trading



Reliance Group Holdings, Inc.

• Senior Financial Analyst

  • Nov 1989 - Feb 1992

  New York, NY Prepared monthly consolidated statement of operations, analyzed subsidiaries pre-tax operating results, monitored performance for the equity and fixed income portfolios, prepared the consolidated three year corporate budget and plan, prepared LBO models for target companies, generated various competitor analyses.



Price Waterhouse

• Senior Auditor

  • Sep 1986 - Oct 1989

  New York, NY Planned and staffed audit engagements, supervised audit staff, and interacted with senior management on various accounting and financial reporting issues.