Helping young companies succeed
pocketsuite.io
aquicore.com
mega.com
credit-suisse.com
key.com
thepresidiogroup.com
bankofamerica.com
CFO, Director of Strategy and Partnerships
PocketSuite
• www.linkedin.com/company/pocketsuite
Feb 2020 - Present
San Francisco Bay Area
Chair Of The Board Of Directors
CT Next
Nov 2016 - Present
Hartford, Connecticut Area
Board Observer
Aquicore
• www.linkedin.com/company/aquicore
Oct 2014 - Oct 2022
Washington D.C. Metro Area
Director
Great Elm Capital Corp.
• www.linkedin.com/company/great-elm-capital-corp
Jun 2017 - Feb 2022
Greater Boston Area
SVP and Managing Director, North America
MEGA International
• www.linkedin.com/company/mega-international
May 2017 - Dec 2019
Greater Boston Area
Advisor
HelloWallet (acquired by Morningstar in May 2014)
• www.linkedin.com/company/hellowallet
Jan 2008 - May 2014
Washington D.C. Metro Area
Founding President
HelloWallet
• www.linkedin.com/company/hellowallet
Aug 2009 - Mar 2013
Washington, DC
Director of Strategy and Development
Sports4Kids/Playworks
Jan 2006 - Dec 2007
Principal
Montgomery Securities
Jan 1996 - Dec 1998
Senior equity research analyst
Alex. Brown & Sons
Jan 1993 - Dec 1996
