• EMBA (1987), Cornell University, Ithaca, NY
• MBA (1976), Finance & Investment, George Washington University, Washington, DC
• BS (1972), Aerospace Engineering, Pennsylvania State University, State College, PA

• Supported the $13.5M in series B and C round for fables semi-conductor firm (2002-2003
• Raised approximately $1M in seed financing for a WiFi software company (2002)
• Completed $25M PIPE investment and $52M vendor financing for early stage technology firm (2000-2001
• Created entrepreneurial finance teaching program at Fairleigh Dickinson University (2001/2002+)
• Supported multiple initial and secondary public offerings as sell side analyst for Wall Street firm (1996-2000)
• Board advisor to numerous emerging growth companies seeking to access institutional financing

• Developed budgets/accounting records and financial reports for private companies as interim/part-time CFO
• Established operating and financial controls for both start-up and large cap public firms
• Managed national revenue quotas, branch budgets and compensation program for a $14B division of a large telecom
• Routinely analyzed complex accounting records of financial filings by public firms as a Wall Street analyst

• Lead financial team in all phases of the AT&T $12.6B acquisition of McCaw Cellular (valuation/terms/closing)
• Evaluated numerous strategic acquisitions for public and private firms in telecom and eCommerce spac
• Valued and marketed ¡§buy-sell¡¨ recommendations for medium and large cap technology firms as a Wall Street Analy
• Hands-on experience in corporate and investor due diligence of operating, financial and business

• Created business plans and financial roadmaps for AT&T acquisitions in early 1990¡¦s and at divestitur
• Built business and financial plans that supported partnership initiatives between early stage firms and large cap domestic (i.e. HP, WFI) and foreign companies (i.e. Hyundai Electronics, Rafael)
• Established manufacturing, marketing and distribution agreements within the telecom industry
• Prepared, valued and/or reviewed hundreds of business plans for corporate and financial clients
• Significant rolodex with carriers, service providers, OEM¡¦s and enabling technology firms in high tech sectors

• Comprehensive sales carrier sales experience ¡V Account Executive, National Account ($5M)/Branch and Area Manager ($250M) and Sales Division corporate controller ($14B
• Managed $60M annual advertising budget for new product introductions, usage stimulation and competitive win backs
• Multiple marketing positions in sales planning, promotions and advertising in telecom and high tech segments
• Responsible for pricing hardware, software, professional services and service bureau offers in large and small cap firms
• Lead equity analyst at major Wall Street institution selling high technology and service provider stock recommendations
• Developed value propositions based on market research and economic analysis for multiple start-up firms
• Managed brand identity and product image programs for technology/telecom firms

• Founded, co-Founded, or advised on a number of early stage corporate formations (legal/accounting/regulatory)
• Frequent presenter at industry forums and analysts meetings

Faculty advisor for Stevens Finance and Stevens Investment Groups

•      CPA, New Jersey, Inactive
•      Series 7

2006-2007 Outstanding Advisor Award

Stevens Entrepreneurial Conference Funding buy Kaufmann Brothers ($15K)