
Leadership, Innovation, Technology
Orange County, California Area

Leadership, Innovation, Technology
Orange County, California Area
Seasoned technology leader with over two decades of experience in startup ventures, higher education, and financial services.
Information technology innovation and leadership; business plan development; IT infrastructure; software development; operations. Industries: startups, technology, financial services, higher education.
(Information Technology and Services industry)
July 2009 — Present (6 months)
Works side-by-side with entrepreneurs and management teams to help them enhance their products, strategy, and business models, resulting in a company that is more appealing to potential strategic partners, customers, and investors.
Draws from the experiences gained over two decades of technology leadership, and brings those skills to each engagement. Creates success through collaboration, innovation, common sense, and hard work.
(Partnership; Management Consulting industry)
June 2009 — Present (7 months)
Principal and co-founder of M2 ("M-squared") Advisors. Our firm offers customized, creative solutions for small- to medium-sized ventures with large-sized aspirations. We work side-by-side with technology entrepreneurs looking to position their businesses for strategic partnership, strategic investment, and greater market penetration. We don't believe in one-size-fits-all methodologies; instead, we focus on personal interaction, working with the entrepreneur to capitalize on the strengths of the company, its leadership, employees, and products.
(Banking industry)
November 2006 — May 2009 (2 years 7 months)
Led information technology organization for this leading nationwide broker/dealer.
(Educational Institution; 10,001 or more employees; Higher Education industry)
July 2003 — November 2006 (3 years 5 months)
Director, Infrastructure Services
Network and Academic Computing Services
(Information Technology and Services industry)
1992 — 2003 (11 years )
(Telecommunications industry)
1994 — 2000 (6 years )
Acted as outside board member for this closely held, award-winning software company. TAA produced voice mail and CTI software for resale by VARs and OEMs. Worked closely with company leadership on strategy, funding, technology, and partnerships. During this period, TAA appeared on the “Inc. 500” list of fastest growing private companies three times.
(Public Company; LEH; Investment Banking industry)
October 1988 — April 1992 (3 years 7 months)
Manager, Worldwide Systems Engineering
(Public Company; 10,001 or more employees; sunw; Computer Hardware industry)
September 1987 — September 1988 (1 year 1 month)
Software support engineer for the Wall Street area.
BA , Computer Science , 1982 — 1985
Usenix, SAGE,
LOPSA,
American Jewish Committee, AIPAC,
YEO (former), Congregation B'nai Israel