Overview

Seasoned executive with a broad range of management, operational, financial, legal and leadership skills; experience at the public company board and executive management level.

Managing Director of Boston-area early stage angel capital group Race Point Capital Group LLC; member of Launchpad Venture Group, Boston Harbor Angels and Walnut Venture Associates.



Business Experience

Race Point Capital Group LLC, Newton, MA

Managing Director of an early stage angel capital group focusing on technology and select opportunities in green technology.

Managing Director, Lead Investor 2009-Present

Northeastern University College of Business Administration, Boston, MA

Executive-in-Residence, supporting the college’s Executive Education curriculum by designing, developing, delivering and/or facilitating executive workshops and conferences for business and legal professionals.

Executive-In-Residence 2009-Present

IONA Technologies PLC, Waltham, MA  and Dublin, Ireland (now Progress Software)

Chief Financial Officer and General Counsel for a multinational, publicly-traded provider of software products and consulting services to Global 1000 companies.  Executive Officer and member of senior management team, reporting to the Chief Executive Officer.

Responsible for worldwide legal and financial reporting and controls, legal affairs, investor relations, corporate development, and business and IT operations:

  • collaboration on all aspects of corporate strategy and operations;
  • direction of M&A activities and direction of private and public equity offerings and private equity investments;
  • direction of global IP strategy and protection;
  • coordination and review of communications and financial disclosure to investors, analysts and press;
  • maintenance of NASDAQ and Irish Stock Exchange listings;
  • direction of SEC compliance, Sarbanes-Oxley disclosure controls and processes, and '34 Act reporting;
  • direction of corporate governance matters, including Board of Directors and Disclosure Controls;
  • development of open source strategies and oversight of industry-leading open source projects.

Testa, Hurwitz & Thibeault, LLP, Boston, MA

Associate in the Business Practice Group of a 400+ lawyer corporate law firm.  Practice areas: initial public offerings (including taking IONA Technologies PLC public on NASDAQ and Irish Stock Exchanges); mergers and acquisitions; strategic alliances and joint ventures; private placements and related work with venture capital funds; technology licensing; representation of public companies in '34 Act registration, reporting, compliance, and restricted securities transactions; and representation of start-ups and other private companies.

Associate 1995-1997 

Price Waterhouse, Strategic Consulting Group, Chicago, IL

Consultant in a multi-disciplinary international management consulting practice focusing on corporate and business unit strategy. Wrote, supported, produced and delivered client presentations; led client team meetings; gathered market and industry information and competitor intelligence and performed financial analysis and modeling.  Example projects include: development of a comprehensive performance measurement and management system for “big three” US automaker; strategic restructuring for a national bank holding company; competitive assessments, acquisition target evaluation, and strategic acquisition counseling for a large European-based industrial goods manufacturer; assessment of marketing issues and modeling of break-up valuations for major U.S. consumer goods manufacturer; and assessment and management of post-merger strategic and marketing issues for major European-based materials supplier.

Consultant 1989-1991

Education

Awards

Professional Associations

Publications, Quotes and Selected Speaking Engagements

Community and Volunteer

Interests and Activities