
Investment Banker, Consultant/Advisor, Business Development ("Rolodex Revenue"), Microcap Stock Expert
Washington D.C. Metro Area

Investment Banker, Consultant/Advisor, Business Development ("Rolodex Revenue"), Microcap Stock Expert
Washington D.C. Metro Area
2 more...
20 years of experience in transactions on every side of a deal; Founded, financed, advised dozens of small companies in diverse industries and varying stages of development. This gives me unique perspective on issues affecting clients. Substantial expertise in inbound/outbound sales, telesales operations, sales training, management and compensation plans. 4-time company founder.
$300 million+ in investment banking transactions, including dozens of private placments, IPOs, PIPEs and M&A. Strong European distribution. Recent focus in federal IT - mergers, acquistions, biz dev, IP licensing.
Founder/Editor of Bull Market MicroCap Review, a subscription-based investment newsletter that provided commentary and analysis on microcap stocks. One of the best-performing stock newsletters in the US in 2003-2004. Over 90% return on recommendations in only year of publication.
Developed several business models that leveraged Internet, including Document Planet, a provider of online printing management and pre-press solutions; Online Research Partners, a corporate advisory firm; New Media Partners, a reseller of online marketing technologies; Virtual Films, an online entertainment concept. I've consulted to dozens of companies in industries as diverse as recycling, antique art, and mortgage lending. Recent consulting assignment in 2006-2007 in sales management for one of the largest sub-prime mortgage lenders in the country.
Created program for America Online called AOL Select, which developed an alternative marketing channel for AOL's service and other e-commerce partners. Bought out by AOL.
Exec. Producer on feature film, "Moving Target," which gained international distribution and has been shown on various cable networks. I continue to contribute to entertainment projects, and recently served as an advisor on the feature film, "Checkout."
Branch Manager for two national securities firms.
NASD Series 62, 63 and 24 licenses.
My strengths are in microcap stocks, deal origination, business development (connecting clients to customers/partners through large Rolodex), out-of-the-box strategic thinking, high-level negotiations, capital raises, sales, sales compensation plans, and sales management.
Golf, Travel, Reading, Writing, Music (write and produce with L.A.-based collaborator Justin Sheehy)