Experience

Octo (formerly Sevatec)

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• CFO

  • Oct 2016 - Present

  Chief Financial Officer for Sevatec, a world class provider of Data Sciences, Cyber Security, Software and Systems Engineering, Agile and DevOps, Cloud and Human Capital Learning solutions for the most pressing national security challenges, serving multiple agencies within the Federal government, including DHS, DoT, State and NOAA. As CFO, responsible for finance and accounting, contracts, human resources, M&A and other strategic management functions across the firm. Chief Financial Officer for Sevatec, a world class provider of Data Sciences, Cyber Security, Software and Systems Engineering, Agile and DevOps, Cloud and Human Capital Learning solutions for the most pressing national security challenges, serving multiple agencies within the Federal government, including DHS, DoT, State and NOAA. As CFO, responsible for finance and accounting, contracts, human resources, M&A and other strategic management functions across the firm.



FI Investment Group, LLC

• Senior Advisor

  • Jun 2007 - Present

  Executive member of a private investment holding company providing early stage debt and equity to various service and software companies, such as Zantech IT Services, Inc. and Vantage Force, Inc. Executive member of a private investment holding company providing early stage debt and equity to various service and software companies, such as Zantech IT Services, Inc. and Vantage Force, Inc.



Zantech IT Services, Inc.

• Executive Vice President & CFO

  • Jan 2011 - Mar 2016

  Executive officer of this a $45million Federal government contractor. Prior to joining the company, served as an advisor from the inception of the company, supporting the financing and assembly of an experienced management team to assist the owner in the start-up phase. Joined fulltime as CFO in 2011 responsible for all aspect of the financial management of the company, including strategic planning, forecasting, financing, pricing, accounting and reporting. Served as key advisor and mentor to the CEO, and worked closely with the other members of the management team to build a successful, profitable company. Actively involved in both the business development process, assessing capture plans and win strategies along with pricing, and the delivery of projects, including contract management, project budget and profitability management Show less



QSS Group, Inc.

• Senior Vice President & CFO

  • Oct 2004 - Jun 2007

  Senior Finance executive for this $300m government contract with responsibility for corporate accounting, planning and forecasting, contract management, Human Resources and Program Control. Also responsible for multiple strategic issues in support of the CEO/majority owner’s long-term acquisition/divestiture/financing plans. Led the due diligence process and negotiation of the sale of the Company to Perot Systems in 2007. Senior Finance executive for this $300m government contract with responsibility for corporate accounting, planning and forecasting, contract management, Human Resources and Program Control. Also responsible for multiple strategic issues in support of the CEO/majority owner’s long-term acquisition/divestiture/financing plans. Led the due diligence process and negotiation of the sale of the Company to Perot Systems in 2007.



SOTAS, Inc.

• Senior Vice President & CFO

  • Jun 2000 - Jun 2004

  Senior finance executive for this venture backed software company that provided network management solutions to major Telecom carriers and private companies with large internal communication networks. Negotiated several major VC financings, the acquisition of an emerging sw developer in the same industry and the sale of the business in 2004. Senior finance executive for this venture backed software company that provided network management solutions to major Telecom carriers and private companies with large internal communication networks. Negotiated several major VC financings, the acquisition of an emerging sw developer in the same industry and the sale of the business in 2004.



The Intellisource Group

• Executive Vice President & CFO

  • Jun 1997 - Jun 2000

  Senior finance executive for this venture backed government contractor that provided information technology, network and telecommunication services to the Federal government and the commercial sector. Liaised directly with the venture group of owners, supported a merger with a related company and negotiated the sale of the company in 2000. Senior finance executive for this venture backed government contractor that provided information technology, network and telecommunication services to the Federal government and the commercial sector. Liaised directly with the venture group of owners, supported a merger with a related company and negotiated the sale of the company in 2000.



American Personal Communications (Sprint Spectrum)

• Chief Financial Officer

  • Mar 1995 - Jun 1997

  Financial executive of the joint venture with Sprint which to design, build, launch and operate the wireless service in the Baltimore-Washington area. Led the development of the financial and accounting necessary to support the company once it became operational of and negotiated a $450m debt financing to support the build and launch of the system. The joint venture’s interest was acquired by Sprint in 1997. Financial executive of the joint venture with Sprint which to design, build, launch and operate the wireless service in the Baltimore-Washington area. Led the development of the financial and accounting necessary to support the company once it became operational of and negotiated a $450m debt financing to support the build and launch of the system. The joint venture’s interest was acquired by Sprint in 1997.