Mobile: (614) 571-9683 o dc10c7f70@westpost.net EXECUTIVE LEVEL MANAGEMENT Operations, Business Development, Strategic Planning Accomplished executive with extensive experience in operations, sales management, finance and business development. Excel in settings requiring focused analysis, organizational effectiveness and tactical execution to drive high-value revenue and profit gains. Successfully identify key business drivers and develop effective strategies to revitalize organizational performance. Recognized as an energetic leader, strong motivator and exceptional innovator with superior business acumen. Change Management o Sales Team Development o Financial Analysis o Business & Strategic Planning o Market Analysis o Negotiations o Venture Capital o Start-Ups o Turnarounds o Strategic Alliances o Entrepreneur Coaching & Mentoring o Revenue & Profit Growth PROFESSIONAL EXPERIENCE Entrepreneur-in-Residence o TechColumbus, Inc. o Columbus, Ohio o 2007 to Present Lead the entrepreneur development program for this nationally recognized business incubator and funding resource for early-stage technology companies. Assess complex business, market and financial information to create effective investment recommendations. Serve an instrumental role in negotiations and preparing financing documents. Work with founders to execute business plans and achieve targeted sales and growth objectives. Identify and pursue venture capital sources to obtain follow-on equity investments. Forge corporate direction and provide guidance as a key member of the Board of Directors of funded companies. * Raised over $7 million in follow-on financing for pre-seed companies. * Originated and conducted seminars and online educational programs to demystify the capital access process for entrepreneurs. * Revamped due diligence procedures, improving the discovery and reporting of investment merits and risks. * Assumed senior level management roles in several portfolio companies, transforming technology into marketable products and preparing innovators to become business leaders. Chief Operating Officer o Sypherlink, inc. o Columbus, Ohio o 2006 - 2007 Selected by the Board of Directors to transform operations for this venture-backed data integration software company. Introduced innovative process improvements in sales, accounting, product development and customer service. Overhauled product direction and relevance by architecting and launching a Java-based development initiative. Established strategic business partnerships to effectively complement product functionality and enhance sales opportunities. Revamped financial reporting to improve accuracy and performance measurement. * Secured a $3.5 million follow-on equity investment from a leading venture capital firm. * Increased the sales pipeline 315% by recruiting and launching a national channel sales team. * Expanded product offerings to include pre-built interfaces to the national information exchange model (NIEM), minimizing the time and effort for public safety agencies to meet conformance standards. * Established and nurtured a key strategic partnership that led to the successful exit of the company. Daniel Casey o Page 2 o dc10c7f70@westpost.net Financial Advisor o UBS Financial Services o Columbus, Ohio o 2005 - 2006 Assessed client needs and risk tolerances to develop and execute appropriate financial strategies for this leading global wealth management firm. Initiated regular client meetings to solicit feedback and maintain client satisfaction. * Developed an investment program for entrepreneurs facilitating access to individual retirement accounts for start-up capital without unfavorable tax consequences. * Targeted cash management and retirement planning for small businesses. * Successfully completed Series 7 and 66 NASD Examinations. President and COO o AGT International, Inc. o Columbus, Ohio o 1995 - 2005 Recruited to revitalize the performance and strategic direction of this 50-person privately held technology company. Transitioned core business focus from low margin professional services to highly profitable software products. Synchronized product development efforts, created and launched marketing programs and called on senior executives at key accounts. * Grew annual revenues at an average compound rate of 12%; posted a profit after tax every year.
revenues from $300 thousand to over $3.2 million per year. * Targeted and closed four national account agreements, resulting in $2.5 million in new revenues. * Sold an unprofitable business unit, adding $1.3 million in working capital. Vice President, Sales o Sterling Commerce o Columbus, Ohio o 1993 - 1995 Charged with driving 30-person national software sales, support and marketing division for this leading provider of EDI solutions. Vastly improved sales team morale by streamlining decision processes, enhancing incentive programs and strengthening pre-sales support. * Achieved 112% and 115% of annual quotas in 1994 and 1995. * Packaged implementation services with product sales to increase profit margins by 65%. * Integrated new product acquisitions, reaching 137% of targeted growth. Career Note: Additional professional history includes Regional Director of Sales for Goal Systems, Inc.; Senior Vice President of Sales with Ticor Realty Tax Services; Senior Vice President of Sales and Vice President of Administration with Lomas Information Systems and Product Manager at UCCEL Corporation. Full details available on request. EDUCATION and ASSOCIATIONS Master of Business Administration - Finance The Ohio State University, Columbus, Ohio Bachelor in Business Administration - Management The University of Notre Dame, Notre Dame, Indiana
Executive Mentor - Technology Entrepreneurship and Commercialization
Academy at The Ohio State University Fisher College of Business Board Trustee - Upper Arlington Area Chamber of Commerce