Bio
Experience
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Business Consulting and Services
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1 - 100 Employee
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Managing Director
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Jun 1995 - Present
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President & Founder
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Jan 1995 - Present
The firm advises companies in the start-up or early planning stages to mature companies requiring guidance on complex strategic planning, financing, marketing and management issues. It advises business owners, corporate executives, entrepreneurs and individual investors. It offers objective viewpoints on businesses and business models, as well as the economic feasibility and attractiveness of contemplated projects. Its analyses includes evaluations of market dynamics, business drivers, competitive factors, operational strengths and weaknesses, financing options and market environments so informed decisions can be made. It also conducts due diligence investigations and evaluates potential investment opportunities for investors and investing groups.
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Consultant
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2003 - 2005
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Principal
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Mar 1987 - Mar 1989
Involved in general corporate advisory services, capital raises in the public and private markets, venture capital, mergers and acquisition searches
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Vice President
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1982 - 1987
Corporate financing position specializing in technology and communications companies. Debt and equity placements in the private market, public offerings and mergers and acquisitions
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Vice President
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1980 - 1982
Investment banking and advisory services to regulated and non-regulated telecommunications companies
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Vice President
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1977 - 1981
Negotiated and competitive public offerings of debt securities and institutional debt placements for US and Canadian provincial utility companies
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Second Vice President
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Jan 1970 - 1977
Commercial loan officer to electric, gas, telephone and utility holding companies; structured short to medium term borrowing arrangements and project financings. Also advisor to Saudi Industrial Development Fund
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Education
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1965 - 1967City University of New York
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1964 - 1967Baruch College, City University of New York (CUNY)
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1960 - 1964Manhattan College
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Manhattan College
Suggested Services
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Industry Focus. “Management Consulting”
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