Highly creative and goal-driven leader with proven track record of achieving exc

eptional results in highly competitive environments. Technology driven who conf

idently champions business objectives in relation to short and long-term perform
ance driven results. Expert contract negotiator and market driven performer wit
h mastery of sales cycles, strategic business opportunities and customer/client
relationships. Performance focused and history of establishing and driving mark
et share with ability to overcome obstacles/barriers to market penetration. Tech
nology and media savvy, with sound knowledge of current technology trends and ma
rket drivers.
Series 7 & 63 Licensed
KEY STRENGTHS

Strategic and Sales Leadership

Consistently Strong Sales Results
Key Account Relationship Management
Enterprise Planning / New Business Development
Profit Building and Sales Growth
Analytics & Pricing Models
New Product Introduction. Software, IT
Promotional and Pricing Strategies
CAREER OVERVIEW

VP/ Emerging Technologies Spencer Trask Ventures, NYC 2010-Present

Leading Technology Venture Fund/Private Equity Group Member FINRA & NASD
Leading NY Team handling all PIPE, Reverse Merger and Public Transactions for th
e Company.
Responsibilities include: Business and Marketing Analysis, Capital Structure Pla
nning and Raising, Portfolio Strategic Business Development. Modeling. Capital R
aising. Road Show & Technical Conference
COO / Founder Zephyr Technology Ventures, NYC 2009-2010
Consulting based Advisory Firm providing full range of development services to m
iddle market technology companies. Consulting, Market forecasting, Sales Strateg
ies, Software Development
CEO / Founder Zephyr Financial Technologies, Tel Aviv, Israel 2008-2009
Israeli Based Early stage software startup dealing with financial analytics prim
arily with XBRL
Created, designed and wrote business plan, system software specification and ma
rketing plan.
Devised interactive prototype (POC) as well as structured world-class advisory
board including Former Chairman of Microsoft Israel and founder of XBRL.org
Gained three term sheets from VC Marketplace within a six-month scale
Negotiated and signed strategic partnership with Edgar Online.
Actively participated with SECs RFI Process in terms of Database and Product De
velopment.
Vice President, Strategic Development Wavetone Technologies | Founder Data JCE,
Tel Aviv, Israel 2005-2007
Wavetone Technologies was a fabless semiconductor company developing high perfor
mance chipsets for the cable TV market based on its patented WFMT protocol.
Developed Marketing & Business Strategy for the Company.
Created and Designed License based Business Model including all Patent Filings.
 Identified and Negotiated Several Strategic Development Agreements with Arris/M
otorola/Cablevision.
Designed and wrote all Company Marketing Materials: Website, Presentations, Pro
duct Brochures, White Papers, Investor & Financial Package including Business Pl
a
Advance Ventures | Venture Partner San Jose California/ Tel Aviv, Israel 2004-
2008
Sans Jose Based Venture/Incubator Fund
Director, International Sales and Marketing Data JCE / Nisko Projects, Tel Aviv
, Israel 2000-2008
Created the groups 1st International Sales Division inside one of the subsidiary
Companies with primary focus on Semiconductor Distribution and ASIC Chip Design
.
Sales Book was built from scratch: Over 250 Global Customers and $ 130M in Sales
(2002-2007)
Designed, tested and deployed proprietary database matching engine that consoli
dated over the groups excess and available semiconductor inventory into direct i
nternational sales channel.
Managed all aspects of business operations: Sales /Purchasing/Logistics/Invento
ry Management.
Handled monthly Memory chip purchasing in excess of $ 2M per month.
Expert in Memory technologies, including wide array of semiconductor roadmap dy
namics and MI.
Fluent in Military component procurement and ISO 9001 Standards
Involved in very complex supply chain contracts with multiple Tier One OEMS and
Manufacturers: Samsung, Motorola, Flextronics, Sanmina SCI as well as spot mark
et channel deals.
Opened and remotely managed several Logistic Centers: Hong Kong, Singapore, Chi
na and California and consolidated groups supply chain logistics into one master
database.
Instrumental for Data JCEs sales growth from an average of $8M annually in 2000
to $70M in 2007
Director, US Operations Nisko Ardan, New York City, NY 1998-1999
Set up US satellite office for Publicly Traded Israeli Technology Holding Compan
y.
Negotiated fairly complex rep agreements and acted as Liaison between underwriti
ng opportunities in the US and the companies diverse portfolio of assets.
Special Projects Manager Nisko Ardan, Tel Aviv, Israel 1999-2000
Reported directly to CEO regarding Long Term Strategic Planning and Business Dev
elopment amongst several of the portfolio companies and its Venture Fund.
EDUCATION AND CREDENTIALS

Bachelor of Science in Industrial Management, with Minor in Accounting Alfred U

niversity, Alfred, NY
Investment Banking Institute Intensive 8-week financial modeling and valuation t
raining program
Performed company valuations utilizing (i) comparable public company analysis,
(ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analys
is
 Built fully integrated financial statements projection model, LBO model, accret
ion/dilution merger models, including ability to run operational and capital str
ucture sensitivities within models and data tables for sensitivity analysis
AWARDS AND HONORS

Samsung EMEA Distributor of the Year 2005

Samsung Presidents Award 2006
AFFILIATIONS AND ACTIVITIES

Gerson Lehman Group (GLG): Consultant and Advisor (Top 5% Performer)

Guidepoint Global: Consultant and (Advisor Top 5% Performer)
Magon David Adom: NY Board Member
New Synagogue of Fort Lee: Board Member / Treasurer
TECHNICAL EXPERTISE

Proficient over multiple Software Environments, Analytics and New Media Technolo
gies
Business Development, Capital Raising, Venture Capital/Capital Markets