Education
Babson F.W. Olin Graduate School of Business
MBA, Magna Cum Laude, Finance & Entrepreneurship -MIT Sloan School of Management
Executive Program, Supply Chain Strategy & Management -Rensselaer Polytechnic Institute
MS Management, Technology Entrepreneurship & Innovation -University of Connecticut
BS, Finance -Work Experience
Exelis Group
Current
Exelis Group
Plexe
2021-10-01 - 2022-12-01
Plexe
The Broe Group
2011-02-01 - 2011-11-01
The Broe Group
Fidelity Investments
2003-09-01 - 2010-12-01
Fidelity Investments
Word Technologies
2001-04-01 - 2003-05-01
Word Technologies
Validea.com
1997-12-01 - 2001-04-01
Validea.com
Skills
Summary
As an accomplished operator, private equity investor, and C-Suite advisor, I create value for PE funds, family offices, mid-market operating companies, and emerging growth firms through strategic growth, operational improvement, and post-acquisition integration initiatives. With expertise spanning strategy, finance, operations, and supply chain, I engage with organizations on a direct, fractional, or interim basis and provide both thought leadership and strategy execution capabilities. My versatility and collaborative approach blended with strategic vision and operational expertise allow me to have long-term strategic impact that is focused on growing revenue, driving profitability, and optimizing balance sheets. Holding both Series 82 and 63 FINRA licenses, I also raise capital and provide investment banking services for select opportunities. Earlier in my career, I co-authored "The Market Gurus: Stock Investing Strategies You Can Use from Wall Street's Best", a successful book on investing that was published in four languages (Dearborn/Kaplan Publishing, 2002).