A Hands-on, technology & investment professional with over 25 years of leadership experience "wearing many hats" in applying creative problem solving to Financial Modeling, Technology Industry Analysis, Venture Capital, IT Project Management, Operations and Hardware & Software Product Development. A passionate and Innovative "techie", with a deep understanding of technology, who can effectively communicate with technical, management and C-Level executives "Connecting the dots" between technical requirements, creative applications, and business opportunities.
Principal - Acquisition & restructuring of an early stage IoT Data Analytics venture
Experienced in Windows Server set-up & administration, forecasting and budgeting for maintenance, upgrades and capacity planning, Watchguard firewall configuration, Network traffic analysis, management & optimization, load balancing, failover redundancy IPv6, PRTG, HP Managed Switches, Watchguard firewalls, Microsoft Network Monitor, Microsoft Windows Server Update Services (WSUS), Network Vulnerability - Intrusion Detection, testing & Prevention, Network Penetration, Testing Virus / Malware detection & eradication, and always searching for the latest tools to use.
Implementation of disaster recovery & business continuity plans
IT compliance issues (Sarbanes-Oxley, internal, state, and federal), risk assessment, and computer forensics.
Managed $15m IT & Communications infrastructure development project
Managed multiple, highly complex hardware & software development projects
Startup Experience in Hardware, Software and Internet Services venture(s), Lean Startup
Contract design & programming of complex home automation & SCADA control systems (AMX & Crestron)
Hardware Engineering, Prototype Development & beta testing
Experience working with Internet of Things (IOT) technologies: Arduino, RFID, Bluetooth LE, Zigbee, IFTTT, PushingBox, Xively, Thingspeak, exocite, OAuth, ARMmbed, SCADA, M2M, AWS, Circuit design, SparkCore
Experience with product design, parts sourcing, rapid prototyping, 3D printing, Original Design Manufacturer (ODM), Go to Market (GTM), Minimum Viable Product (MVP), A/B Testing methods
Beta testing for human factors, usability, and bug discovery of consumer electronics, networking, IoT, and software products including Logitech, Plantronics, Roku, Belkin, Linksys, Netgear, TiVo, Xfinity, Products & Services and Nest Labs Thermostat, Protect smoke + CO detector, and iOS apps.
Member: College of Engineering, Technology, Architecture University Of Hartford - Board of Visitor's, University Of Hartford Member, Budget & Finance committee - Endowment Foundation: - The Jewish Federation of Greater Hartford Technology Advisor: Community Service Building project (CSB) - Jewish Federation of Greater Hartford - W.
Hartford, CT Mentor: College of Engineering Senior Capstone project - University Of Hartford - West Hartford, CT Written for, or Mentioned in Hartford Courant - "Connecticut Cities Looking For Ultra-High Speed Internet Service" aNewDomain.net (formerly BYTE.com) TechPage One - A Dell Blog.
April 2015 to August 2015Simsbury, CT
Led the formation of an Investment & Management Team seeking to acquire & re-capitalize an early-stage, pre-revenue Internet of Things (IoT) Data Analytics company.
Performed extensive due diligence, market & competitive analysis.
Researched & verified technology (hardware & software), as well as determining validity of patents (IP) filed, and recommended additional filings.
Developed a new business model increasing annual recurring revenue (ARR) by 10x.
Identified new markets for the company's core product.
Established relationships with potential partners, including a key partnership with Google & Carnegie Mellon University related to securing IoT edge devices.
Leveraged my network of investment resources and attracted interest from Comcast Ventures, Andreessen Horowitz (A16Z), First Round Capital, Providence Equity Partners NFL Fund, and several individual investors.
NOTE: Unfortunately this deal did not close due to a number of issues uncovered in the due diligence process.
Continued development of Internet of Things (IoT) prototypes including: a multi-purpose sensor block (the iWidget ), a cloud based consumer bar code scanner, and a Bluetooth Aural thermometer; using my experience in rapid prototyping using Arduino, SparkCore, Electric Imp, general circuit design, and 3D printing.
Director of IT & Emerging Technology Analyst May 2002 to March 2015Talon Capital LLC － West Hartford, CT
Founding member of a private investment firm managing $400M AUM, employing a market neutral, long/short, capital preservation strategy, with a track record of positive returns for over 12 years.
Led the identification, sourcing & vetting of Venture Capital deal flow focused on: The Internet of Things (IoT), Big Data & Data Analytics, Cloud Computing, Enterprise Software, Mobile Apps, SaaS Wearable Technology Conducted extensive due diligence for prospective Venture Capital investments using Capital Asset Pricing Models (CAPM), Weighted Average Cost of Capital (WACC), Patent Valuation, Market Penetration, Addressable Market.
Closed the firms first $5M Series-A investment & in an Internet of Things (IoT) company (currently 12X+ valuation).
Strong networking with the startup ecosystem cultivating and maintaining relationships with entrepreneurs, MakerSpaces, College Students, angel investors, venture capital firms, Connecticut's department economic development & venture investing vehicle (CT Innovations) in an effort for increasing deal flow.
Collaborated with "Opportunistic" Portfolio manager and led the research & analysis of current and emerging technologies, identifying industry trends, defending business cases, and formulating investment strategies for a long/short fund with a track record of positive returns for over 10 years.
Developed and refined "themed" investment strategies including: following vendors feeding into the smart phone supply chain, winners and losers of the move to the cloud, the move to all solid state memory.
Led the design and build-out of offices, selection & installation of high availability IT infrastructure.
Configuration and support for all servers, computers, network & telephony equipment, voice & data services, network security, and disaster recovery planning; creating a mission critical, N+1 fully redundant IT environment maintaining 99.999% uptime (>5 minutes/year of downtime during critical work hours), to meet the demands of a time sensitive, information driven, execution environment.
Led ongoing cross functional collaboration (with Analysts, Portfolio Managers and Equities traders) in the development and refinement / iteration of financial analysis models using Microsoft Excel/VBA Access & SQL Server.
Responsible for continual iterations of risk modeling, back-testing, and portfolio optimization applications.
Convinced management, equities analysts and equities traders to adopt algorithmic trading strategies to defend against increasing volatility due in part to dark pools & high frequency trading (HFT).
Proficient with Bloomberg Professional, Excel data feed & DDE integration, Advent Axys & Partner back office management systems, Instinet, Thomson One, SNL DataSource, William O'Neil WONDA, deMark analytics.
January 1995 to August 2001Ubiquity Computing LLC － Simsbury, CT
Established startup venture to further development based on the grand prize recipient of the "EE Times / S-MOS Systems Cardio Challenge" concept for the "Video Navigator", a "Smart TV" set-top box based on commodity PC hardware components.
Managed all aspects of hardware and software development focused on bringing an advanced, social influenced, content navigation interface to market targeting "next generation" digital cable TV set-top boxes.
Led the successful development of the "Video Navigator" next generation software suite for Digital Cable TV "set-top boxes", including an advanced navigational interface, and other interactive functionality.
Led the successful development of the "TV Agent" application & service enabling "Advanced Filtering for TV content" (in collaboration with Dr.
Roger Desmond, a member of the Yale Family & Television Research Center).
Led the successful development of a "serial-to-infrared TV Remote" interface and API, allowing a PC serial port to emulate and to control any infrared controlled consumer electronics device.
Attracted & secured early stage funding from angel investors, and interest from top Silicon Valley Venture firms.
Developed "UbiquityPad" prototype (with the Telxon Corporation) - Internet Tablet device for the home.
Bachelor of Science : Business Administration - Management Information Systems Pre-Law / Legal Studies, June 1992University Of HartfordBusiness Administration - Management Information Systems Pre-Law / Legal Studies Post graduate & continuing education in
Electrical Engineering, Software Development, and Project Management.