Chief Financial Officer at Infinia Corporation
Washington D.C. Metro Area
Chief Financial Officer at Infinia Corporation
Washington D.C. Metro Area
• Chief Financial Officer of a privately-held solar technology company which has developed and is commercializing a low-cost, high-efficiency solution for generating clean energy on a large-scale basis.
• Chief Financial Officer of the third largest accounts receivable management company in the world with more than $300 million in annual revenue and approximately 7,000 employees operating in the US, Canada, the UK, India and the Philippines
• Chief Financial Officer of a publicly-traded $200 million telecommunications service provider for 4 years (of nearly 7 years at the company). During this time, I played a lead role in:
- Restructuring the business operationally and financially (through a Chapter 11 reorganization),
- Stabilizing it and growing it organically and through acquisition,
- Successfully marketing the equity to an entirely new group of shareholders, and
- Ultimately selling it for 50x more than the equity value post-reorganization, in cash
• Investment Banker for 10 years with Goldman Sachs, Morgan Stanley and Argent Group in New York, Hong Kong and Singapore in a broad range of disciplines, industries and countries. During this time, I completed nearly 50 transactions for clients in 11 countries on 4 continents:
- 17 M&A and financial advisory transactions totaling $87 billion in value,
- 16 debt transactions totaling $2.7 billion of capital raised, and
- 15 equity transactions totaling $3.5 billion of capital raised
• Trading Desk Manager at the Chicago Mercantile Exchange focused on assisting clients in implementing speculative trading and hedging transactions involving the full suite of futures and options on futures, including energies, agriculturals and financials
(Privately Held; 11-50 employees; Renewables & Environment industry)
December 2007 — Present (1 year 8 months)
Infinia is a solar technology company that has developed a low-cost, high-efficiency solution for generating clean energy on a large-scale basis. The company has been in existence for more than 20 years developing proprietary energy conversion technologies primarily for government agencies such as NASA, the DoE, the DoD and the NIH. It recently raised nearly $70 million of capital from investors including Vulcan Capital, Khosla Ventures, Idealab, GLG Partners and Foxconn Technologies to commercialize a revolutionary thermal solar energy generating system.
(Privately Held; 5001-10,000 employees; Outsourcing/Offshoring industry)
May 2007 — June 2007 (2 months)
iQor (formerly known as IntelliRisk Management Corp.) is one of the world’s largest privately-held call center services companies in the world with approximately 7,000 employees worldwide and annual revenues of over $300 million. As one of the industry's fastest-growing companies, iQor specializes in customer retention and recovery services. It is the third largest debt collection company in the world, collecting billions of dollars of past due receivables on behalf of many of the world’s largest and most prestigious companies. It is owned by predominantly by Guggenheim Partners and management. The company is headquartered in New York City and has significant operations in the United States, Canada, the United Kingdom, India and the Philippines.
(Public Company; 501-1000 employees; MPE; Telecommunications industry)
January 2000 — September 2006 (6 years 9 months)
Chief Financial Officer of a publicly-traded $200 million telecommunications service provider for 4 years (of nearly 7 years at the company). During this time, I played a lead role in:
- Restructuring the business operationally and financially (through a Chapter 11 reorganization),
- Stabilizing it and growing it organically and through acquisition,
- Successfully marketing the equity to an entirely new group of shareholders, and
- Ultimately selling it for 50x more than the equity value post-reorganization, in cash
(Public Company; 10,001 or more employees; GS; Investment Banking industry)
March 1997 — December 1999 (2 years 10 months)
Vice President of Investment Banking - Communications, Media & Entertainment (CME) Group (New York) - Responsible for developing and maintaining client relationships and leading transaction execution teams for mergers & acquisitions, equity and high yield transactions. Worked with the Firm’s principal investment area in evaluating investment opportunities in the CME sectors.
Vice President of Investment Banking - Communications, Media, Entertainment & Technology Group (Singapore) - Led a team of two dedicated and up to ten generalist bankers in originating and executing mergers & acquisitions and financing transactions for CMET-related companies throughout Asia.
(Public Company; 10,001 or more employees; MWD; Investment Banking industry)
September 1992 — March 1997 (4 years 7 months)
Vice President of Investment Banking - Communications, Media & Entertainment (CME) Group (New York) - Responsible for developing and maintaining client relationships and leading transaction execution teams for mergers & acquisitions, equity and high yield transactions. Worked with the Firm’s principal investment area in evaluating investment opportunities in the CME sectors.
Vice President of Investment Banking - Communications, Media, Entertainment & Technology Group (Singapore) - Led a team of two dedicated and up to ten generalist bankers in originating and executing mergers & acquisitions and financing transactions for CMET-related companies throughout Asia.
(Privately Held; 1-10 employees; Investment Banking industry)
May 1990 — September 1992 (2 years 5 months)
Vice President and Associate (New York) - Boutique investment advisory Firm specializing in leveraged lease financing. Responsible for the analytical and structuring activities of the Firm. Participated in business development, private equity syndication and transaction execution. Earliest promotion to Vice President in Firm history.
MBA , Finance, Accounting , 1988 — 1990
BA , Economics , 1982 — 1986