Experienced valuation and RoI strategist - more than 300 clients serviced
Greater New York City Area
Experienced valuation and RoI strategist - more than 300 clients serviced
Greater New York City Area
Term sheet advisory - Advising founders of venture-financed companies on the best ways to lock in their RoI through simulated term sheet structures
Component advisory - Advising companies on adding potentially profitable components to business models in the high technology businesses
Fair valuations and consulting - for a variety of purposes including IRC 409A, FAS 157, FAS 141/142 and IPO/M&A/Private Placements price range determination
term sheet negotiations, RoI consulting, fair market valuations, technology component advisory, strategic leadership advisory, financial planning, cash flow modeling, founder stock sale advisory
(E-Learning industry)
September 2008 — Present (1 year 4 months)
Advising OTLS on term sheets, strategic plans, financial valuation, founder RoI structuring, deal structuring and corporate finance
(Financial Services industry)
October 2006 — Present (3 years 3 months)
AccuServe advises and values companies from pre-revenues to near-IPO stages. Advisory includes term sheet negotiations, return on investment payoff charting, fund raising and component advisory.
Valuations include fair market valuations, purchase price allocations, intangibles valuation and specific asset valuations.
Visit www.accuserveus.com for more information.
(Privately Held; 51-200 employees; Financial Services industry)
January 2004 — October 2007 (3 years 10 months)
Founding principal; Largely responsible for scaling up US client base and setting up the first financial analyst center in the Philippines. Quoted in several news media.
Shares sold back to company after the company became a 150+ member firm.
(Public Company; NDAQ; Financial Services industry)
January 2005 — October 2006 (1 year 10 months)
Consultant to Nasdaq on issuer-paid research; Executed projects on issuer-paid research; Author of a study on issuer-paid research sponsored by Nasdaq Inc. Cited in articles on issuer-paid research - references available upon request.
(Public Company; 10,001 or more employees; Q; Telecommunications industry)
2002 — 2003 (1 year )
Interfacing with ebusiness vendors and choosing the right vendors through product trials and quantitative evaluations.
Developed RoI financial models to calculate product life cycle costs when choosing vendors.
Selected and implemented a web analytics solution from Omniture Inc. that managed online campaigns on Qwest.com
MBA , General Management , 2000 — 2002
Tepper is a fantastic place for people who want to pursue interdisciplinary courses in the business area. There are specialized tracks that really put the power of education in your hands. I actively utilize the education I received from Carnegie Mellon including its super smart and fantastic alumni network.
BS , Chemical Engineering , 1992 — 1996
Music (rock guitar), Politics, Entrepreneurship, Investing, Advanced technology reviews, writing blogs, optimizing Google AdWords, Visioning green business models
ASPCA Guardian Member, National Congress of Employers, New York Small Business Group