Committee

Dave spent the majority of his career in leadership positions at Ford Motor Company, including President of Southeast Asia & Japan and Vice President, Marketing, Sales & Service for Asia Pacific & Africa. He attributes his career progression to his lifelong learning ethic and growth mindset. After his 32 year career at Ford, Dave decided to challenge himself by taking a role in a startup operation as the head of the commercial efforts of CHEP Automotive Solutions in the Americas. Presently, Dave is a Vistage Chair for two groups of mid-market CEO/Business owners in Southeast Michigan. He works with members to build cultures of employee accountability and engagement. Dave's approach to professional development combines the personal and professional to create meaningful change with his leaders. He balances his professional life by spending time with his wife, four children, and as an avid golfer and car aficionado.

George is dedicated to ensuring Ecosave’s legal framework supports its mission of delivering innovative and sustainable solutions. With a proven track record of providing strategic legal counsel for scalable growth, George leads Ecosave’s legal department, overseeing commercial contracting, company-wide compliance and risk management, corporate governance, and intellectual property. George also oversees Ecosave’s HR function, guiding talent acquisition, employee relations, and organizational development to foster a dynamic and inclusive workplace culture (“One Team Culture”). His guidance ensures that the company navigates complex legal landscapes with integrity and precision. George collaborates across the company’s various departments to safeguard Ecosave’s initiatives, enabling Ecosave’s customers to implement energy-saving measures seamlessly and responsibly.

Managing Director, Head of Business Development at Hidden River Strategic Capital, an investment firm that supports the success of small business owner-operators by making flexible structured capital investments to meet their unique and often unmet capital needs.

Ray Bixler is the CEO of Sonar Software, a leading SaaS provider serving 430+ internet service providers. With 30+ years in technology and telecom—including leadership at SkillSurvey, SkyTel, and RCN—Ray specializes in growth strategy, innovation, and operational excellence. He is passionate about expanding broadband access and closing the digital divide across North America.

David Bovenizer is a co-founder that has built Lionheart Industrial Group into a global diversified group of industrial manufacturing business with three platforms in combustion systems; pneumatic valves; and precision aerospace and defense components. He has completed more than 30 transactions totaling over $2.0 billion in value including leveraged acquisitions, cross-border M&A, public debt offerings, joint ventures, acquisitions and divestitures.

William Bowie is the Founder, President & CEO of Empower Construction—a utility construction firm specializing in the installation of utility infrastructure around the United States. One of North America's leading utility construction companies, William leads the company's objectives, vision, and overall strategy.

Luke is the Founder and CEO of Good Bull Capital and Diamond Client Group. He is also a founding partner of Diamond Client Consulting. These three companies form a full-service integrated model that caters to the needs of private business owners and high-net-worth families.

For over 15 years, Luke has worked alongside business owners, providing strategic insights on reducing taxes, incentivizing employees, mitigating risk, and preparing for successful exits. Immersed in entrepreneurship from an early age, he understands not just how business owners think, but what it takes for them to thrive. His success in the advisory space led to the formation of Diamond Client Group, LLC in 2016 where he has built a team of advisers with a significant following.

Recognizing a gap in the market, Luke took his practice independent, registering Diamond Client Group as an Investment Advisory firm while launching Good Bull Capital and Diamond Client Consulting in 2021. Good Bull Capital provides private credit and private equity opportunities to accredited investors. Diamond Client Consulting offers world-class operational due diligence, consulting, and accounting services for small to mid-sized enterprises, and Diamond Client Group continues to provide strategic financial planning for business owners and high-net-worth families.

I currently serve as Market Executive for Bank of America’s Business Banking division, leading a team of nine Relationship Managers across the Philadelphia–Delaware market. Our team supports privately held businesses with annual revenues ranging from $1 million to $50 million, delivering strategic financial solutions and deep partner engagement across all lines of business.

Since joining Bank of America in 2015 as a Senior Vice President and Senior Relationship Manager, I’ve focused on helping lower middle market clients grow through tailored credit, deposit, and advisory services. I was promoted to Market Executive in 2024, where I now lead efforts to drive consistent client contact, market coverage, and team development.

Lisa Clifford co-leads Callan Family Office’s Business and Transaction Advisory Practice, advising founders as they prepare for business transitions. As part of an independent multi-family office, she provides strategic guidance on transaction structuring, tax optimization, wealth transfer, and charitable planning to help maximize after-tax value and build enduring legacies across generations.

Jason joined Argosy in 2019 as Vice President of Business Development. Mr. Cunningham leads the firm's transaction sourcing and origination activities, bringing more than 18 years of experience as an investment banker and private equity investor focused exclusively on middle market businesses. Throughout his career, Mr. Cunningham has advised middle market clients in across a broad range of industries on public and private company mergers and acquisitions, spin-offs, private placements, strategic alternatives, succession planning and capital formation issues.

Andrew is responsible for sourcing new acquisition opportunities and assisting with select operational initiatives across the RAF portfolio. He advises our portfolio companies on add-on acquisition opportunities and organic growth initiatives. Previously, Andrew was a senior manager in mergers and acquisitions at McKinsey & Company and an associate in the technology investment banking group at Jefferies. Andrew holds a B.A. in Political Science from the University of Pennsylvania and an M.B.A. in Finance, with honors, from Vanderbilt University. RAF team member since 2023.

As President of ASL Transportation, James Donnelly brings decades of experience and a steady vision to the company’s strategic growth and daily operations. Under his leadership, ASL has evolved from a regional provider into a trusted logistics and fleet partner with a national footprint, serving customers across industries with integrity, responsiveness, and performance-driven solutions.

Known for his hands-on approach and deep industry knowledge, James continues to shape ASL’s culture around long-term partnerships, operational excellence, and a customer-first mindset. His commitment to team development and service innovation remains central to ASL’s success today and its momentum for tomorrow.

Sam serves as General Counsel and Secretary for Burnham Holdings, Inc. Prior to joining the company, Sam’s experience was diversified by her time as an attorney at McNees Wallace & Nurick and international tax consultant at Deloitte Tax LLP. She received her B.S. in Accounting from Gannon University and her J.D. from the University of Pittsburgh School of Law. Sam is on the Boards of Directors of Family Promise Harrisburg Capital Region and Très Bonne Année.

As a Financial Advisor, Michael has assisted clients by managing their individual wealth through multiple and complex market cycles meeting their individual needs. Michael is a frequent and sought after speaker on investment planning for retirement which has been a primary business focus for Michael and his team for decades. Michael focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.

Ryan Giacomarro is a Managing Director at J.P. Morgan Private Bank. As the Head of the Ohio Market, Ryan leads a team of Bankers and Specialists to deliver holistic wealth management advice, strategies and services for affluent individuals and their families. His focus is on providing the resources necessary to help clients fulfill their purposes and leave legacies for the next generation.

Ryan believes strongly in a “One Ohio approach,” essentially a single team sitting in multiple locations, united in delivering the best of J.P. Morgan. Collaborating together, they serve as a powerful gateway to the strengths of the firm—opportunistic ideas and intellectual capital, the Investment and Commercial Banks, and other sophisticated capabilities necessitated by substantial assets. Ryan recruits a diverse group of talented Bankers, and forges a culture where everyone can thrive and succeed. He has deep roots in the area, and plays an active and visible role in expanding J.P. Morgan’s brand recognition and presence in the community.

With over 25 years of industry experience, Ryan brings a strong track record in managing the challenges inherent when running a complex organization. He is drawn to the tremendous growth opportunity in Ohio, and welcomes the chance to be part of an organization that spans the globe.

Before joining J.P. Morgan, Ryan spent much of his career with UBS as an influential force in the expansion and evolution of the firm. His management capabilities extend across products, sales, operations and markets, and he has held senior leadership roles in New Jersey, North Carolina and Ohio.

Elisabeth Golden is the Business Banking Market Executive at Bank of America, bringing extensive leadership experience in the banking sector.

With a focus on relationship management, Elisabeth has demonstrated capabilities in client engagement and portfolio growth. Their background includes cultivating client relationships and providing financial solutions to meet diverse business needs.

Within Bank of America's banking environment, Elisabeth also served as Senior Vice President, Relationship Manager. Prior to joining Bank of America, Elisabeth was Vice President, Relationship Manager at BB&T, where they focused on business development and portfolio management. During their tenure at BB&T, Elisabeth applied knowledge of financial services to support client financial objectives.

Patty is a Partner at Third Arch Investments, a Philadelphia-based investment firm making long-term investments in high quality small businesses. She has 15 years of investment, advisory, and portfolio oversight experience dedicated to lower middle market businesses across a variety of industries, including the media, consumer products and manufacturing sectors. Prior Third Arch, Patty was a Principal at Versa Capital Management. She began her career as a financial analyst at Rothschild Inc., where she focused on consumer M&A and restructuring.

Orim Graves is a visionary leader and proven advisor, guide, and implementor of evolutionary growth and transformational change within investment organizations. As the Executive Director of the National Association of Securities Professionals (NASP) for more than ten years, he revolutionized the organization while architecting the vision, strategy, and execution for NASP’s mission of promoting diversity, financial education, investment, and advocacy across the financial services sector. Currently Orim operates an independent consultancy to provide strategic and tactical investment advisory services, ESG integration, market strategy, and diversity equity and inclusion consulting to diverse clients across the global investment sector.

Mr. Graves has more than thirty years of experience in the investment, pension, banking and financial services industries. Recognized as a strategically and analytically effective leader with sound business and investment acumen, an extensive professional network, expert in diversity and inclusion, and the ability to develop and implement effective strategies.

Levar Haffoney is the Managing Partner of Vedere Capital Group (VCG). VCG invests in business services, healthcare services, and logistics related businesses. He is responsible for strategy, deal sourcing, due diligence, negotiations, deal structuring, and financing.

Mr. Haffoney began his career in financial services. He earned a B.S. in Business, Management, and Economics from the State University of New York and an M.B.A. from the Eastern University College of Business and Leadership.

Kristi Heller is Middle Market Commercial Banking Executive at Fulton Bank. Based in Pennsylvania, she possesses over two decades of commercial banking, client relationship management, and business development experience in the region.

I am John D. Hernandez, Founder of VerdeVista Partners, an investment platform focused on retiring landscaping, tree, and snow service business owners in Greater Philadelphia by acquiring and operating their companies with the same values my father taught me: hard work, integrity, and a constant appreciation for employees, customers, and the communities we serve.

My background spans home services, sales, startups, and transaction execution. I work alongside a seasoned board of operators, financiers, legal counsel, and M&A professionals to ensure every VerdeVista partnership is structured, executed, and integrated conservatively and deliberately.

James Hipolit advises both buyers and sellers on strategic transactions, focusing on mergers and acquisitions. He takes a leading role in counseling buyers, sellers, and company owners in M&A transactions across a broad range of industries, including technology, manufacturing, food and beverage, health sciences, health care IT, financial services, insurance, home services, transportation, and construction. His clients also rely on him for advice and counsel related to corporate governance, structuring, and corporate finance matters.

David Horowitz joined Everberg Capital in 2020 as a Partner and Member of the Investment Committee. Everberg provides flexible debt and non-control equity solutions to the middle market. Previously, he was a Managing Director in Macquarie Principal Finance, and a Vice President in Goldman Sachs' Special Situations Group. He graduated from the Pennsylvania State University’s Schreyer Honors College.

Ralph is a CPA with over 20 years’ experience as a CFO with family-owned businesses. With those businesses, he has worked with Griffin Financial Group to lead recapitalizations of $40M and $100M. He also sourced $100M in other financings and managed complex credit agreements. As Chief Accounting Officer of a public company, he was a key contributor in the registration and closing of 10 capital markets transactions with an aggregate value of $5B, and the tri-vestiture of a private company into three separate public companies.

He is currently the CFO of Martz Bus, a $60M regional provider of scheduled service, charter, and contracted passenger transportation services.

Prior to joining Martz, Ralph was the Principal of an outsourced CFO services firm from 2017 – 2020.  He was CFO of DBI Services, a global provider of transportation infrastructure maintenance, operations, and management solutions with $250M in revenue from 2007 – 2016 and CFO of Benco Dental, the largest independent distributor of dental supplies and equipment with $400M in revenue from 2001 – 2007. Ralph was the Chief Accounting Officer of RCN Corporation , a publicly held provider of telecommunications services with $500M in revenue from 1997 – 2001.

Ralph received his Bachelor of Science in Accounting, summa cum laude, from King’s College, Wilkes-Barre, PA.

Kailash Kalantri is President & CEO at Acclaim Systems. He has 25+ years of experience in building strategic client partnerships and a profitable business with regular growth irrespective of market conditions. In past few years, Acclaim acquired several products from other companies in different domains that were built on legacy platform and rebuilt them using latest technologies. This created jobs and drove growth in PA as these products are currently being used by 30+ States. The advantage of these strategic acquisitions with limited investment dramatically increased the customer base and added value to the business while improving growth and stability. Clients also achieved benefit as there was reduction in administrative and general expenses as well as scaling and removal of redundant systems. Acclaim also has a 24*7 Contact Center for a major Telecom company to support State and Local Governments with Various IT Products in PA. Kailash is the current Treasurer and Director at Ben Franklin Technology Development Authority (BFTDA), PA Act 38 since 2014 and also a member of the Venture Investment Committee for Commonwealth of PA BFTDA.

Varun has over 15 years of experience across investment banking and private investing, working closely with founders and management teams. He led investments and advised companies on strategy, mergers and acquisitions, and capital formation across industries. Drawing on institutional experience and a partnership-oriented perspective, Varun brings disciplined judgment and a long-term focus to founder-led businesses. Prior to co-founding Olive Tree, Varun was at Goldman Sachs. Varun received his Bachelor of Science degree in Finance, with Business Honors, from the University of Illinois at Urbana-Champaign.

Lee is managing director of Smart Business Network LLC, a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Dealmakers Conferences throughout the U.S. He plays a key role in establishing corporate policies and developing long-term strategy and growth plans. Previously, he founded and chaired the Growth Group at national law firm Arter & Hadden LLP (now Tucker, Ellis & West), which focused on working with middle-market and high-growth technology companies. 

As a CERTIFIED FINANCIAL PLANNER™ professional, Matt focuses primarily on delivering holistic wealth management advice to the team’s ultra high net worth clients. Working to create and implement comprehensive financial plans, Matt helps each client build a financial road map for their assets and liabilities and design an investment strategy that is aligned with their goals. Matt has been named as a Forbes Top Next-Gen Wealth Advisors in 2023, 2024, and 2025.

At Freedom, I help oversee and manage all financial aspects related to investments, fundraising, and strategic planning. This includes the evaluation of potential investments and acquisitions, management of existing investments, capital raising and investment risk management.

Paul focuses his practice on business, concentrating in mergers and acquisitions, securities, banking, and corporations. His practice includes complex transactions. Among other recognitions, Paul maintains an "AV" Martindale Hubbell rating, he’s been ranked The Best Lawyers in America®, under the following categories, Banking and Finance, Mergers and Acquisitions, Securities and Capital Markets.

Andrew McBride is the Chief Financial Officer (CFO) at ResinTech, Inc.. He joined the executive leadership team in July 2025, bringing over 20 years of financial management and strategic planning experience to the company.

Previously, McBride served as Vice President of Finance and Corporate Development at Penn Engineering, where he demonstrated exceptional capability in driving financial performance and leading strategic initiatives. He holds a Master of Business Administration from the University of Virginia's Darden School of Business and a Bachelor of Business Administration from the University of Notre Dame.

Bob is Managing Partner and Founding Partner of Murphy McCormack Capital Advisors, a boutique investment banking and corporate advisory firm in Lewisburg, Pennsylvania. Mr. McCormack has more than 32 years of financial services experience, and focuses on providing advisory services related to business sales, mergers, acquisitions, divestitures, business valuations, debt and equity financing, and select turnaround projects. He formed Murphy McCormack Capital Advisors in 2005. He previously served as President and Chief Executive Officer of Sun Bancorp, Inc., a $1 billion financial services holding company with bank branches and affiliates located throughout central Pennsylvania.

Pat McGowan leads the Business Development function at Maximus Partners, bringing over 20 years of expertise in professional services. A seasoned Client Relationship and Business Development Leader, he specializes in supporting the Office of the CFO across emerging growth companies, mid-market private equity-backed firms, and Fortune 1000 enterprises. His experience spans a range of critical financial initiatives, including Accounting, Internal Audit & SOX, FP&A, M&A support, Finance Transformation, ERP Implementations, and Corporate Tax.

Throughout his career, Pat has successfully driven business development efforts for high-growth firms, expanding client portfolios, forging strategic partnerships, and fueling long-term growth. His leadership roles at Global Tax Management, Eliassen Group, and Fidato Partners have solidified his reputation as a trusted advisor in the industry

Kevin McPhillips has enjoyed more than 30 years working in both nonprofit and private leadership. Before joining the PaCEO, McPhillips served as CEO of 1000 Museums, the leading online community destination for museums and exhibitions from around the world. Prior, he was President of The Princeton Companies, handpicked by the Governor’s Office as a model of NJ Business growth, served as President of Direct Group, one of the nation’s largest Direct Marketing firms, and spent 8 years leading non-profit centers for citizens with special needs. His experiences managing and owning businesses taught him that employee ownership and investment is good business. Kevin is a product of Northwestern University.​

Robert Mindick is a highly experienced professional in the banking industry. Currently serving as the Senior Vice President at Northwest Bank, Robert focuses on business development and client management. Prior to this, Robert worked as a Senior Vice President at TD Bank Group and as a Senior Relationship Manager at Santander Bank, N.A. Robert holds a Master of Business Administration (M.B.A.) degree in Finance from Bloomsburg University. Throughout their career, Robert has demonstrated expertise in leading and transforming loan portfolios, earning him the Philadelphia Business Journal "40 Under 40" Award for impactful contributions to the financial industry.

Deborah O'Brien is a market executive at Bank of America, leading operations and community partnerships across Greater Philadelphia and Delaware. She is a notable local banking leader dedicated to economic development and community engagement.

Jason leads Sila’s relentless focus on collaboration, career training & development, and best practices that are creating a differentiated, highly scalable operating platform for great owners and top tradespeople.

Prior to Sila, he led other high-growth service companies, including Tyco, ADT, Aramark, and CHEP. He also worked for McKinsey & Company and served as a US Navy Aviator flying the SH-60B Seahawk and the P-3C Orion.

Jason is an Adjunct Professor at Villanova University, sits on the President’s Advisory Board of George Washington University, and is a (somewhat) dedicated cyclist. He lives outside Philadelphia with his wife, two teenage kids, and a host of rescue animals.

Bill is a seasoned corporate development executive, who possesses more than 20 years of experience leading mergers & acquisitions as well as strategic growth initiatives. As Vice President, M&A and Corporate Development at Kelvin Group, Bill Rottschaefer leads the company’s inorganic growth initiatives including all mergers and acquisitions, strategic partnerships, and new market expansion efforts.

Prior to joining Kelvin Group, Bill led the M&A deal process for ImageFIRST, a private equity-backed healthcare services business, which resulted in the completion of more than 25 acquisitions over a 3-year period and the expansion of ImageFIRST from a regional to a national platform servicing the healthcare market. Preceding his tenure with ImageFIRST, Bill held similar leadership roles at Greene Tweed & Company, Trinseo, LLC, and TE Connectivity (formerly Tyco Electronics) where he created and implemented these organizations’ corporate development functions and oversaw their deal pipelines. Before these corporate development roles, Bill was a middle-market investment banker focused on mergers, acquisitions, and restructurings.

Bill holds an MBA in finance and strategic management from the University of Chicago Booth School of Business and a bachelor’s degree in finance and international business from Pennsylvania State University.

Maddie brings customer-centric solutions and enjoys helping customers’ growth and long-term strategies through STORE’s platform. She joined STORE Capital in 2020 as a member of the Underwriting Department, where she was part of a team that evaluated over $1 billion in real estate investments. She was promoted to Senior Analyst and subsequently joined the Acquisitions Team as a Director and is now a Managing Director of Acquisitions. Maddie has found the greatest fulfillment throughout her career in building meaningful client relationships and supporting the continued success of their businesses.

Maddie was previously an intern at STORE in the Underwriting Department and had the opportunity to stay with the company. Through her experience at STORE, Maddie brings institutional knowledge of the firm’s platform and understanding of the net lease real estate industry, allowing her to provide thoughtful, strategic solutions to her clients.

Steven provides practical and strategic legal advice to executives and owners of both private and public businesses in connection with a variety of transactional matters. As co-chair of Stradley Ronon’s Closely Held & Family Owned Businesses practice, Steve’s business succession planning engagements encompass corporate, tax, estate planning and family issues, including complex intergenerational shareholder and voting trust agreements and numerous liquidity transactions.

Brian leads Kreischer Miller’s Business Advisory group, which offers an array of services including M&A/transaction advisory, business valuation, transition/exit planning, and ESOP consulting.

Brian is experienced in business valuations, transition planning, due diligence, and merger and acquisition activities. He helps his clients by actively working with them to solve issues, provide recommendations, and offer opportunities for success. Brian’s experience includes working with a variety of privately-held and family-owned businesses such as manufacturers, distributors, professional service companies, and internet-based organizations.

At Sway Impact, Zaria specializes in connecting, building, and supporting startup founders from pre-seed to Series A stages. Zaria is a passionate ecosystem builder with a background in cloud technology and startup consulting. After college, she launched her career at Amazon Web Services as an Early Stage Startup Cloud Consultant.

This experience ignited her desire to create and nurture ecosystems that facilitate resource sharing within the tech industry. Zaria’s unique blend of technical knowledge and entrepreneurial insight drives her mission to foster innovation and collaboration in the startup world.

Chad Stender is a Managing Partner at SeventySix Capital. Chad is known as an entrepreneur, venture capitalist, tireless networker and prioritizes giving back.

SeventySix Capital was founded in 1999 and invests in startup sports technology companies. SeventySix Capital was an early investor in Whistle Sports, a global sports media company (acquired by Eleven Sports), Philadelphia-based Nerd Street, a community of competitive and recreational video gamers that produce a series of esports tournaments, leagues, and casual gaming events, and VSiN (acquired by DraftKings), the first media network dedicated to delivering the news, data and expert analysis of the rapidly growing sports betting industry, co-founded by acclaimed sportscaster Brent Musburger.

Chad is a Board Member at FORTË, KYX World, NFTPro, Quintar and a Board Observer to collectID and Nerd Street. Additionally, Chad was the Board Member for Vigtory, a next-generation sports book that was acquired by fuboTV.

In addition, Chad is a Co-Founder of SeventySix Capital Sports Advisory and he played an integral role in solidifying SeventySix Capital’s partnership with Rubicon Talent, a leading sports marketing agency.

Prior to SeventySix Capital, Chad worked in the sports and entertainment industry for the Walt Disney Corporation, Philadelphia 76ers, Philadelphia Flyers and Comcast Spectacor.

Chad has been involved in non-profits and served on the boards of the Economy League of Greater Philadelphia, Challah for Hunger and Tribe 12.

Chad was awarded the 2018 Philadelphia Business Journal’s 40 Under 40 and the 2018 Southern New Jersey Business People’s 40 Under 40.

Chad received his Bachelors in Business Administration from James Madison University and his Masters of Science in Sport Management from from East Stroudsburg University and studied abroad at the University of London.

Michael Swoyer concentrates his practice on general corporate and business matters. He has represented clients in connection with a wide range of corporate and commercial transactions.

As a Delaware State-barred attorney, Michael also regularly advises clients on issues related to the governance of Delaware corporations, limited liability companies, and partnerships. 

Prior to joining Blank Rome, Michael was an associate with a Delaware corporate transactional law firm. He also served as law clerk to former Justice Henry duPont Ridgely and Justice James T. Vaughn, Jr. of the Delaware Supreme Court. 

Michael has also published several articles on various issues regarding corporate and alternative entity law. 

Adam leads business development efforts for all of NewSpring's investment strategies. Before joining NewSpring, Adam was an Investment Banking Analyst at Credit Suisse where he assisted on several transactions in the financial services and financial technology sectors.  Adam is highly involved in the private equity and venture community with leadership roles in Mid-Atlantic ACG, PACT, AMAA the New Jersey Entrepreneur Network.

Michael Whitman is the founder and CEO of Micro Interventional Devices, Inc. (MID). Michael has over 40 years of medical device experience at market leading firms including, Johnson and Johnson, Olympus, Synthes and Power Medical Interventions. He previously was the founder and CEO of Power Medical Interventions (NASDAQ; PMII), which was acquired by Covidien Ltd. in 2009. Prior to founding PMI, Michael served in numerous management positions at Johnson and Johnson during his 13-year tenure including Vice President of Sales, Director of Sales and Marketing, Product Development and Product Management. He is the named inventor on over 55 US and foreign patents. He received his A.B. in Business and Economics from Lafayette College and completed graduate work at Wharton, University of Michigan, Harvard Executive Education, and Rutgers University.

Proven leader with 20+ years of demonstrated success in banking, management and marcomms - managing and leading cross functional/virtual teams to strategize, plan and execute a variety of programs and initiatives that are significant in scope, complexity and risk. Recognized leader within the banking segment; often sought out by teammates and senior leadership for launching strategic plans based on analytical/technical expertise, tactical problem solving perspective, and tenacious follow-through.