CAPITAL MARKETS PROFESSIONAL with FINTECH/ENTREPRENEURIAL EXPERIENCE, BOARD MEMBER, CFA SOCIETY OF NEW YORK INVESTOR/TRADER Created a unique decision tree for the Energy sector while founding Octane. "Live" track record is beating a major Energy ETF by 900 basis points. (These results will be ...more

CAPITAL MARKETS PROFESSIONAL with FINTECH/ENTREPRENEURIAL EXPERIENCE, BOARD MEMBER, CFA SOCIETY OF NEW YORK INVESTOR/TRADER Created a unique decision tree for the Energy sector while founding Octane. "Live" track record is beating a major Energy ETF by 900 basis points. (These results will be audited by a third party, and there is no offering from Octane currently available to the public.) Global liquid markets: traded foreign exchange, options, and interest rate instruments for the first 1/3rd of my career; advised on and executed trades for global macro funds, corporate hedgers, and sovereign wealth funds. CONSULTANT Fixed Income consultant: advised on and placed multi-billion dollar fixed income investments for large bank holding companies in their bank-owned life insurance (BOLI) programs. CURRENT POSITION: ASSET MANAGEMENT SALES & ADVISORY Buy-Side Advisory: Advise large institutional investors, large single- and multi-family offices on all aspects of their (mostly public) investment activities; leveraging my firms' extraordinary research capital to most profitably express clients' capital markets views and long-term investment goals. EXPERIENCED ENTREPRENEUR & INVESTOR ABACUS PAYMENT SYSTEMS Founded, raised the seed round, and ran Abacus Payment Systems, a firm launched in 2000, that used raw ERP data from operating companies to help accelerate cash flow and improve working capital. Beta client successfully reduced DSO (days sales outstanding) and improved financial ratios. Secured a Fortune 5 prospect as a consulting client. CAREPOOL Founded and raised the seed round for Carepool, a health insurance start-up that received support from a large state to enhance their version of the Affordable Care Act. The state-sponsored pilot, based on Carepool's unique actuarial design, never got off the ground due to political concerns. References from senior state staffers and actuarial partner Milliman are available upon request. SUCCESSFUL ANGEL INVESTOR Led seed round as the first investor in a clean tech company that is now publicly traded. Details can be provided privately.less