Experience

Charles River CFO, Inc.

• United States
• Accounting
• 1 - 100 Employee

• Client Service CFO

  • 2018 - Present

  Newton, MA CRCFO is a strategic financial consulting firm that brings financial leadership, strategic guidance and operational stability to over 1000 clients in the alternative energy, consumer business, high technology, life sciences, manufacturing and professional services industries.



Endicott College

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Faculty | Gerrish School of Business

  • 2017 - Present

  Teach coursework for Industry/Competitive Analysis and Senior Thesis I and II studies. Serve as Faculty Advisor for Senior Internships.



Nuclear Electric Insurance Limited

• United States
• Insurance
• 1 - 100 Employee

• CFO Consultant

  • 2017 - 2018

  Wilmington, DE Engaged to provide strategic consulting services and serve in an advisory role on specific projects as requested by the Company.

• Chief Financial Officer | CFO | SVP

  • 2003 - 2017

  Wilmington, DE Senior member of the Leadership Team with primary responsibility for Strategic Planning and organizational accountability for Finance & Accounting, Risk Management, and Information Technology. Managed all external/internal audit, strategic/financial planning, and risk management activities associated with the Audit and Finance Committees of the Board of Directors. Led extensive strategic planning efforts to define the Corporate Strategic Framework - Vision, Mission, Strategic Goals and… Show more Senior member of the Leadership Team with primary responsibility for Strategic Planning and organizational accountability for Finance & Accounting, Risk Management, and Information Technology. Managed all external/internal audit, strategic/financial planning, and risk management activities associated with the Audit and Finance Committees of the Board of Directors. Led extensive strategic planning efforts to define the Corporate Strategic Framework - Vision, Mission, Strategic Goals and Business Plans. Coordinated activities with the Board of Directors, Member Planning Committee, and Leadership Team. Developed in-depth communications plan for Members, industry groups, and employees. Initiated and implemented an Enterprise Risk Management program designed to enhance identification, evaluation, reporting, and management of key risk exposures. Managed overall Strategic Risk Assessment, formalized Risk Management policies and primary governance roles and responsibilities.



Overseas NEIL

• Board of Directors

  • 2011 - 2017

  Dublin, Ireland Served as Member of the Board of Directors of European subsidiary headquartered in Dublin. Leadership engagement on Finance, Audit and Risk Committees.



Internet Capital Group | now Actua

• Managing Director | Treasury | Investor Relations

  • 2000 - 2002

  Wayne, PA Reported to CFO with responsibility for treasury and investor relations functions. Coordinated investment and commercial banking relationships, managed all aspects of Wall Street investment community interaction, and provided financial oversight for ICG’s public company investments. Managed institutional investor relationships, quarterly earnings reviews, road shows, and buy/sell-side research. Implemented targeting program resulting in significant new institutional ownership.



eMerge Interactive

• Board of Directors

  • 2000 - 2002

  Sebastian, FL Served as Member of the Board of Directors for eMerge Interactive, a food safety technology solutions business. Representative of majority shareholder Internet Capital Group.



Exelon

• United States
• Utilities
• 700 & Above Employee

• Vice President | Corporate Planning

  • 1998 - 2000

  Philadelphia, PA Reported to CFO to direct group responsible for strategic and long-range planning, budgeting and business analysis, and investor/shareholder relations. Served as primary source of financial performance information to the Board of Directors, Executive Management, and Wall Street. Presented financial results to the Board of Directors, directed executive strategy sessions, and coordinated quarterly management reviews. Managed financial analysis and preparation of integrated business plan… Show more Reported to CFO to direct group responsible for strategic and long-range planning, budgeting and business analysis, and investor/shareholder relations. Served as primary source of financial performance information to the Board of Directors, Executive Management, and Wall Street. Presented financial results to the Board of Directors, directed executive strategy sessions, and coordinated quarterly management reviews. Managed financial analysis and preparation of integrated business plan for successful $12 billion merger negotiation with Unicom – one of the largest mergers in the electric utility industry. Served as PECO Energy’s integration project manager accountable for directing and coordinating activities for 250-person group of merger integration teams. Show less



Atlantic Richfield Company (ARCO) | now British Petroleum

• Manager | Corporate Finance | Corporate Treasury

  • 1995 - 1998

  Los Angeles, CA Directed group accountable for company corporate finance activities covering capital markets, rating agencies, mergers & acquisitions, executive compensation funding and corporate governance. Led development of secondary public offering structure for $5 billion chemical subsidiary. Managed and coordinated investment banking and legal counsel activities including development of prospectus, governance structure, financing alternatives, and capital market assessments. Maintained top financial… Show more Directed group accountable for company corporate finance activities covering capital markets, rating agencies, mergers & acquisitions, executive compensation funding and corporate governance. Led development of secondary public offering structure for $5 billion chemical subsidiary. Managed and coordinated investment banking and legal counsel activities including development of prospectus, governance structure, financing alternatives, and capital market assessments. Maintained top financial credit ratings through strong relationships with rating agencies despite complex $1 billion exchangeable note financing and subsidiary IPOs. Show less



Atlantic Richfield Company (ARCO)

• Multiple Roles

  • 1986 - 1995

  Los Angeles, CA Operations Advisor – Corporate Controller, Los Angeles, CA | 1993-1995 Business Manager – ARCO Western Energy, Bakersfield, CA | 1991-1993 Planning & Evaluation Consultant – ARCO Alaska, Anchorage, AK | 1989-1991 Senior Treasury Analyst – Corporate Treasury, Los Angeles, CA | 1986-1989