Argilus Investment Banking, Rochester, New York  3/2002 – 3/2004
Vice President
Conduct competitive and industry research
Financial modeling and valuation analyses
Structure and negotiate sell and buy-side transactions and debt restructuring
Conduct capital raising activities
Write Private Placement and Offering Memorandums
Create and conduct marketing presentations for potential clients
 Position created due to growth of firm
 Co-led or Participated and closed seven transactions in two years.
 Assisted in the strong three year sales growth of the firm culminating in the record
2003/2004 fiscal year growth
 Led team that investigated first international opportunities for the firm in China and Korea
 Various articles published in the local business newspapers
ValuQuest Business Appraisals – The Bonadio Group, Rochester, New York 9/2001 – 3/2002
Senior Valuation Analyst
 Conduct business valuation studies for a variety of industries
 Create industry, economic and company profiles
 Consulting with closely held corporations and professional partnerships
 Financial analysis and modeling of business plans and forecasts.
 Creation and execution of marketing plans
RHI Management Resources, Rochester, New York  4/2001 – 9/2001
Finance Consultant
Major Client: NetLink Transaction Services LLC, Victor, NY and Monterrey, MX
Planning and modeling of current business plan and forecasts.
Planning and integration of new foreign acquisition.
Production of financial statements including consolidation of foreign subsidiaries.
Center for Governmental Research Inc., Rochester, New York 1987-2001
Director of Business Services/CFO
Full range of experience including supervision, productivity, economic analysis and forecasting,
budgeting, accounting, planning, project management, benefits design and computer skills.
 Managed financial growth of 109% since 1988 with staffing cost growing by 2% over the
same period.
 Established satellite office in Albany, NY.
 Analyzed market value of physical plant; recommended the sale of existing facilities and
leasing of new facilities. Result: CGR sold its facilities and began leasing new facilities
 Conducted benchmarking study of similar organizations, interviewed CEO’s and
chairpersons and presented findings to staff and board Result: Created model for

Simon School of Business - University of Rochester  2000
M.B.A.
Served on program evaluation committee.
St. John Fisher College  1982
BS Management
PROFESSIONAL HIGHLIGHTS
Guandong Peizheng College, Guangzhou, Guandong, China  9/2018 – Present
Teach 2 nd year students Oral English 22 periods per week
Conduct one “English Corner” each week
Bay Colony Capital, Rochester, NY – Pittsburgh, PA – Boston, MA  6/2008 – present
Managing Director/Founder
Conduct capital raising activities
Structure and negotiate sell and buy-side transactions and debt restructuring
Source opportunities through networking
Assemble teams based on relevant skills for each transaction
Create and conduct marketing presentations
Write Private Placement and Offering Memorandums
Financial modeling and valuation analyses
Attend and present at relevant industry conferences
George A. Keene, Inc. – Buffalo, NY (construction company)  7/2010 –