Bio
Experience
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CFO
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Mar 2012 - Present
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Partner
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Sep 2010 - Present
An alternative investment partnership focused on macroeconomics and theme driven investing.
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Vice President, Corp. Controller
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Jun 2004 - Jul 2010
Overall financial reporting and internal control responsibilities for Connexus, a premier online, performance-driven marketing platform, offering a diversified, multi-channel approach to connect advertisers with their target customers.
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Controller
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2003 - 2004
Marimba was a publically traded enterprise software change management and configuration company. The company was acquired by BMC software in 2004.Overall financial reporting and internal control responsibilities including all SEC filings (10Q, 10K, Proxy Statements etc.).
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Sr. Manager - Financial Planning & Analysis
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2002 - 2003
Overall responsibility included monthly/annual financial planning and analysis along with revenue recognition responisbilities of this publically traded software company.
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Accounting Manager
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1999 - 2001
Intellisync, formerly known as Pumatech, an enterprise software company with revenues of over $50 million, was a NASDAQ high flier in the late 1999 and early 2000. The company was acquired by Nokia.Responsible for all financial reporting including quarterly and annual SEC reporting (10Q, 10K , Proxy Statements etc.)
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Senior Accounting Analyst
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1998 - 1999
Bay View Capital was the holding company of Bay View Bank. The company was a large diversified financial institution with over $5 Billion in assets.Internal auditor responsible for auditing the various balance sheet holdings of this diversified financial institution.
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Senior Accountant
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1995 - 1997
Eisner & Co. is a large regional (primarily in North East) accounting firm with 150 partners and a professional staff of over 400 employees. The accounting firm is ranked ninth nationally.Managed, performed and supervised audits and reviews for diverse range of clients including public companies with SEC reporting requirements and private companies.
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Accountant
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1990 - 1995
A small accounting firm where I worked for five years, while going to night school and progressed from a junior staff member to a senior accountant. I performed reviews and compilations on a variety of businesses such as healthcare companies, art galleries, medical, professional and legal firms, retailers, restaurants, etc.
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Education
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New York Institute of Technology
BS
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Industry Focus. “Financial Services”
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