SUMMARY
Accomplished executive, well versed in technology having 25 years of experience in trading,
Fin-tech and big data. With a strong background in marketing, operations and client relations.
Focused on maximizing resource utilization to support scalable operations and increase
bottom-line profitability. Organized and systematic with natural relationship-building and
leadership talents.
SKILLS
Operations Oversight
Management Team Building
Trading and Trading Systems
Business Development
Client Relationships
Alternative Financing
Quant Trading Systems
EXPERIENCE
Managing Director - Portfolio Company Liason, Old Block Capital, January 2020-Current
New York, NY
Intrapreneur to OBC portfolio of companies
Formulated strategic vision to drive mission and goals while stimulating revenue, profitability
and growth.
Distilled market and internal data to negotiate solutions and terms and conditions.
Built collaborative and functional teams to create highest value for stakeholders with portfolio
companies ranging from pre-revenue to Series A
Managing Director - Business Operations/Marketing Executive, Old Block Capital, January
2018-December 2020
New York, New York
Developed and implemented strategic business operations for pre-revenue and seed phase
portfolio companies including, HR, corporate governance, employee retention, investor
relations
Monitored competitive products and marketing activities with portfolio companies to keep in
line with consumer trends.
Expanded new businesses by developing powerful sales, advertising and marketing
campaigns.
MD - Biz-Dev, Fundraising, Old Block Capital, November 2017-January 2020
New York, New York
SCHEDULE INTERVIEW
RESUME RECEIVED
Trained and guided founders in conducting group projects, providing access to research and
analysis to develop practical tools and processes.
Worked closely with founders within OBC's portfolio of investments to establish funding
objectives and devise workable development plans.
Leveraged investor contacts to fund OBC investments
Spun-off and established quantitative factor investing trading fund from fin-tech data firm.
Principal, PTF Venture Partners, January 2011-November 2017
New York, New York
Advisory and Venture Capital Investing in early stage start-up technology companies primarily
involved in Fintech, Adtech, and big data.
Financing Progress through Technology development.
Head of Account Management; Sales and Marketing, On Point Executions, August 2008-October
2010
New York, New York
Planned, wrote and presented sales pitches and developed proposals that spoke to client
needs, concerns and objectives and addressed decision-makers within client organizations.
In-charge of vendor relationships and partnerships
Private Investor, Self-employed, April 2004-February 2011
New York, MD
Angel Investor. Invested in technology, fintech, and hyper-local community initiatives
Senior Vice President of Sales, CatCent, January 2004-June 2010
New York, New York
Technology Solutions and Infrastructure Firm.
Near shore Outsourcing Technology Solutions, Databases and Storage early adopter.
Worked with financial services and NGOs
Fan Car/ Old Glory Racing, Co-founder, August 2002-December 2004
New York, New York
Private Equity Group Partnership with grass-roots fundraising effort to create a fan-owned and
operated Nascar Winston Cup team through crowd sourcing and private equity.
Created a second initiative to offer organization, operations and fundraising blue-print to
owner-drivers at lower Nascar divisions.
Initiated talks with two Winston Cup teams regarding buying their teams and competing as a
fan owned team.
COO, J.F. Hawkey LLC, May 2002-May 2004
New York, New York
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