
Timeline
About me
Entrepreneur and angel investor with multiple exits. Currently providing data monetization consulting services for use cases including securities trading, risk analysis, AI model training and entity resolution
Education

University of alberta
1987 - 1991B. com finance & accountingActivities and Societies: International President, Delta Kappa Epsilon. Labor Arbitration National Champion. Finance & Accounting

Harvard business school
1995 - 1997MbaActivities and Societies: Private Equity Club. Harbus Newspaper Editor. Field study on Digital Music Distribution. Member of alternative rock band Sandeep's Jacket Managed Business Development for private enterprise software company during first year.
Experience

Nesbitt burns
Jan 1991 - Jan 1994Investment banking analystResponsible for the execution of transactions at Canada's largest investment bank. Developed detailed financial models in support of M&A and syndication deals and managed the mechanics of 5 IPO's.

Bain & co
Jun 1997 - Dec 1998ConsultantStrategy Consultant to the Fortune 500 with a specialization in Telecommunications and Technology.

Level 3 communications
Dec 1998 - Jun 2004DirectorVarious roles including Venture Capital, Marketing Strategy, Corporate Development, Corporate Strategy, Channel Development & Business Development.
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Netcracker technology (acquired by nec)
Jun 2004 - Jun 2005Vp salesResponsible for management and growth of sales organization, including account reps across North America, Europe & Asia, and Sales Operations in the USA and Moscow, Russia. Duties include the, creation of target account planning processes, forecasting, quota-setting, commission-planning, creation of pricing structures, recruiting, hiring and mentoring new sales reps in regions around the world, leading the final negotiation of contracts

Collective intellect (acquired by oracle)
Jan 2005 - Jan 2008Svp business development• Created relationships for a privately-held company that uses advanced algorithms to extract information from Social Media conversations. • Sold social media trading signal to Goldman Sachs and 7 of the largest 10 quant hedge funds. Designed statistical trading strategies.• Established partnerships with large public relations and digital media agencies, including Omnicom's Fleishman-Hillard.• Closed deals directly with PR and Marketing organizations within the Fortune 50, including Dell, Pfizer and others. Show less

Com.motion, a social media marketing agency
Jan 2009 - Mar 2009General managerA full service Social Media marketing agency that offers social media strategy & outreach services to global brands. Part of Veritas in Toronto, and the MDC Partners of group companies (MDZ.A on TSX)

The search agency
Apr 2009 - Oct 2009Vp social mediaLed social media marketing practice for Top 10 online marketing agency. Integrated digital media campaign strategies for major brands. Creative and technical implementations of SEM, SEO, Click-path Optimization and Social Media Marketing programs.

Photobucket
Oct 2009 - May 2012Gm & chief revenue officer• Handled transition from founders to News Corp as General Manager. Hit record revenue and achieved profitability for the first time. Managed sale of the company to new investor group. Stayed on as CRO.• Conceived of, negotiated and successfully executed strategic photo partnership with Twitter • Managed branded sales team across NYC, LA, Chicago & San Francisco. Maintained personal relationships with virtually all major agencies (Starcom Mediavest, OMD, Carat, and others). Tripled eCPM.• Oversaw creation of industry-leading RTB ad serving integration. Doubled remnant eCPM• Co-author of issued patent for “Flipping” online photos to see extra info, and ads, on the back. Show less

Penda health
Apr 2012 - nowBoard memberEarly investor and Board member. Penda is one of the largest outpatient health care providers in East Africa with 16 Medical Centers across Nairobi. Over 2,000,000 patients have chosen Penda as their health facility since 2012. Penda is a leader in using AI in clinical settings. Penda is the global leader, chosen by OpenAI to partner on improving healthcare outcomes through the transformative power of AI-assisted consultations and medical decision-tools.

Socialgist
May 2012 - Mar 2017PresidentJoined entrepreneurial founder to refinance and MBO an angel-backed social media data provider. Negotiated key customer and channel contracts resulting in 100% revenue growth over 2 years, off a large revenue base. Identified potential suitors and negotiated sale of the company to publicly-traded Japanese company, resulting in a 20x return for original investors. Created financial systems, forecasts and compliance for audit, J-SOX (Japanese Sarbanes-Oxley) and quarterly public-company reporting. Show less

Pagedip platforms (fka beneath the ink)
Jan 2013 - nowBoard memberAn effortless way for users to access the best additional information related to an ebook’s content such as facts, puzzles, pictures, author notes, recipes, and maps. The first platform to enable these “extras” in a hidden layer beneath the words of any ebook or other digital material.

Southern sun angel capital
Jan 2013 - nowFounding partnerFounding partner of Boulder-based angel capital partnership, focused on technology-driven opportunities.

Hottolink inc.
Apr 2015 - Mar 2017Past board memberElected Board Member for publicly-traded HottoLink, a Tokyo Stock Exchange company (Ticker TSE:3680)

Clever endeavour games
Nov 2015 - Jun 2022Former advisor & investorFeaturing 2016 "Party Game of the Year", Ultimate Chicken Horse

Astro haven enterprises
Sept 2019 - nowAdvisorAssisting founders of rapidly-growing, innovative dome observatory technology company focused on military, astronomical, communication and LaserCom applications globally.

247 data knowledge
Dec 2019 - nowCo-founder247 Data Knowledge is a concierge alternative data provider for sophisticated financial professionals and other researchers. We use our extensive personal networks to find new and interesting "alternative" data sources and create valuable data sets that are consumable and actionable.
Licenses & Certifications
- View certificate

Cfa institute charterholder
Cfa instituteSept 2005 .webp)
Fellow of canadian securities institute and certified investment manager (fsci, cim)
Canadian securities institute (csi)Jun 1993
Volunteer Experience
Executive Director, Actor & Singer
Issued by Rocky Mountain Revels on Jan 2013
Associated with Darren KellyAlumni Advisor, CU Boulder Chapter
Issued by Delta Kappa Epsilon International Fraternity on Sept 2015
Associated with Darren KellyMentor & Judge
Issued by Colorado University New Venture Challenge on Sept 2012
Associated with Darren Kelly
Languages
- frFrench
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