Advise companies and high-net worth individuals on finance, operations and strategy.
• Co-inventor on patent for a digital platform to create and view interactive content - first was Steven's Soderbergh's Mosaic on HBO
• Founding board member and investor in a sunscreen dispenser platform aimed at preventing skin cancer
• Equity research focused on Canadian stocks including Village Farms, which provided over a 10x return since the initiating report

• Oversaw the finances of an 85-person automotive management consulting firm
• Improved EBITDA margins by 4.4% during the first 12 months
• Managed accounts receivable collections, company-wide payroll and all accounts payables
• Utilized NetSuite ERP software to aid in enhanced financial reporting
• Negotiated custom payment plans for bad debt clients and lowered the monies owed by more than 80%
• Consolidated and refinanced existing loans related to the Company’s 25,000 square foot HQ

• Ran a successful $5.1 million seed capital raise
• Responsibilities spanned across business operations and financial management (including plans for Europe)
• Key accomplishments: Arranged the secure import of finished inventory from Asia; executed volume sales orders/deliveries with Amazon and Best Buy; led the development and launch of our e-commerce website
• Saw the business through from initial design and manufacturing of our electric scooter to profitability

• Raised seed capital for VideoBurst (video ads); established the U.S. business; successfully IPO’d in 2016
• Oversaw finance, investment, and strategy for a portfolio of companies with online video-centric B2B ad tech

• Partnered with the CEO to acquire a 6-acre, 20-stage studio facility; built the business to $3 million in revenue
• Oversaw day-to-day operations, led a team of 15 full-time employees and grew EBITDA margins 13% to 21%
• Established financial reporting, budget reviews, cash flow management protocols and prepared taxes

• Laid the groundwork in the U.S. for the online trade finance platform business of Sydney-based Octet
• Developed relationships with lending institutions; supported new client integration such as Accord Financial
• Arranged business transaction facilities for U.S. and Canadian importers of goods from China and Australia

• Led the IESE side of joint research with BCG; co-authored Get Ready for the Private Equity Shakeout
• Analyzed 330 portfolio companies and combined the data with interviews of funds’ general and limited partners

• Executed financing and M&A deals as part of the Leveraged Finance and Financial Sponsors Groups
• Developed extensive financial modeling, valuation and client-oriented experience