Sales Manager

JEFFREY STELLO

* ******** **** ******: 610-***-****

Malvern, PA 19355 Home: 484-***-****

E-mail: *******@*******.***

SENIOR HEALTHCARE PROFESSIONAL

Information Technology/ Healthcare/ Biotechnology

Extraordinary 25 year executive career with progressively increasing operational and financial responsibilities

within diverse public and private information technology, healthcare and biotechnology firms ranging in

scope from start-up to $700 million in revenue. Results oriented leader with a record of achieving maximum

profitability and shareholder value through several successful exits. Documented results leading financial and

operational turnaround, effectively managing organic growth and integrating multiple acquisitions. Successful

team builder with high energy level, unquestionable integrity and ability to communicate clear vision.

AREAS OF EXPERTISE

• Capital Fundraising • Strategic Planning & Execution • P&L Management

• IPO/ SEC Compliance/ SOX • Teambuilding and Leadership • ERP Implementations

• Mergers & Acquisitions Integration • Board Collaboration & Liaison • Customer Contract Negotiations

• Operations & General Management • Profitability Improvement • Investor Relations

• Sales & Customer Satisfaction • Bank Negotiations and Relations • Strategic Alliances

PROFESSIONAL EXPERIENCE

Charlestown Capital Partners, LLC – Malvern, PA 2008-Present

Managing Partner

Provide transaction advisory and interim executive management services to middle market companies, specifically in the

areas of capital fundraising, mergers & acquisitions and business development, for companies such as Profectus

BioSciences (vaccine development for chronic viral diseases), FemmePharma Global Health (women’s health specialty

pharma) and ninety five 5 (strategic sales management consulting firm).

Precimed Group, SA – Exton, PA/ Orvin, Switzerland 2005 - 2008

Global Chief Financial Officer

(International designer and manufacturer of surgical instruments, implants and sterilization cases for the orthopedic industry backed by HBM

Partners, BV Group and Vinci Capital).

Provide global leadership for all finance, M&A, accounting, human resources and information technology initiatives for

this strategic medical device supplier to the largest orthopedic companies worldwide including Johnson & Johnson DePuy,

Stryker, Medtronic, Zimmer and Synthes. Successful execution of strategic plan leading to successful exit with sale to

Greatbatch, a NYSE-listed company, after building Company from $40 million to $120 million in annual sales.

Executed mergers & acquisition strategy including identification of target companies, due diligence, financial analysis,

negotiations and financing requirements for acquisitions in Europe and the United States.

Developed strategy for global ERP system in an FDA-regulated environment resulting in the implementation of

SAP. Coordinated cross-cultural stakeholders to a common strategy to implement a single global ERP solution.

Negotiated software license, hosting and systems implementation contracts with multiple service providers. Completed

implementation project in 5 months, on-time and on-budget.

JEFFREY STELLO

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Vis.align, Inc. - West Chester, PA 1999 - 2005

CFO / Interim CEO / General Manager - Managed Services Division

(Multi-location, eastern U.S. provider of information technology consulting services, venture-backed (SCP Capital, Apax Partners).

Recruited to provide financial leadership during Company’s 40% annual organic growth period to more than 500

employees, acquisition integration and initial public offering. Established financial objectives, operating policies and

internal controls to ensure attainment of corporate objectives. Managed implementation, upgrades and conversion of

ERP systems. Developed overall philosophy and strategy regarding legal matters and ensured that all practices,

policies, and business activities of the Company fall within the organization’s legal posture.

Raised more than $33 million in private debt and equity capital over several financing rounds to meet

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Company’s growth, acquisition and operating capital needs.

Headed acquisition of 3 companies accelerating growth to $50 million in revenue, expanding service

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offerings, and improving profitability. Created formulas and criteria for acquisition valuation and due diligence;

negotiated transaction terms; formulated integration strategies including standardized post-integration processes.

Rescued Company from brink of failure by engineering and successfully executing turnaround plan during

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recession despite senior management changes, significant declining revenues and non-compliance with bank

lending agreement. Reversed several hundred thousand dollar operating losses to positive cash flow in one

quarter. Maintained investor and banker confidence by consistently meeting earnings and cash flow projections.

Maintained 38%-42% gross profit margins through effective pricing and resource management while industry

average was declining from 50% to 30% gross margins.

Improved reliability and cost effectiveness of key internal processes by managing internal IT operations

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including the implementation and upgrade of PeopleSoft financial and human resource applications. Converted

enterprise systems from PeopleSoft to Microsoft - Great Plains reducing support and maintenance costs by

several hundred thousand dollars per year.

Improved annual profitability by more than $1 million through the effective negotiation of subcontractor

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agreement extension with global service provider. Maintained cohesion among colleagues and managed colleague

anxiety as contract approached expiration date.

Led IT outsourcing service offering to large pharmaceutical clients including Pfizer, AstraZeneca, Schering-Plough and

Shire with full accountability for sales, customer support and P&L performance. Practice profitability, predictability and

cash flow generation contributed significantly to company turnaround.

Attained 100% revenue and profit objectives accounting for 65% of Company revenues and 75% of gross

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profits. Highest performing practice in the company.

Achieved outstanding client satisfaction rating of 4.6 on a scale of 1 to 5.

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Realized 100% client renewal and personally negotiated several multi-million dollar contracts.

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Improved predictability of business and system for escalating client and colleague issues to senior management

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by developing and implementing consistent dashboard reporting system across all practices.

IT Financial, Inc. - Malvern, PA 1994 - 1999

CEO and Founder

(Regional provider of finance and accounting outsourced services primarily to venture-backed technology and healthcare services companies. Reseller

of Great Plains enterprise software. Named to Philadelphia 100 list of fastest growing companies).

Developed strategic vision for financial management consulting and business process outsourcing firm providing services

to venture-backed technology companies. Business successfully sold to regional CPA firm and joined executive team of

client, Vis.align, Inc.

Implemented sales and marketing plan resulting in $1 million revenue run rate and Company being named to

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the Philadelphia 100, recognizing fastest growing companies in Delaware Valley. Served diverse client base across

life sciences, software development, IT services and healthcare services industries.

JEFFREY STELLO

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Identified and developed all service offerings including interim CFO services, systems implementation, capital

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fundraising and outsourced accounting services. Recognized for unique business strategies in Entrepreneur, Business

Week and Philadelphia Business Journal.

Created business plan and raised $2 million in institutional investment for physician practice management

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company allowing company to fund and accelerate growth.

Maintained SEC compliance and reporting requirements for public company while recruiting for full-time

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CFO. Recruited several CFO candidates for clients when they surpassed interim service model.

GMIS, Inc. (now part of McKesson Corporation) - Malvern, PA 1988 - 1994

Chief Financial Officer

(Market leading publicly-held developer of cost containment software for U.S. health insurance industry).

Raised more than $35 million in IPO and secondary public offerings for this $40 million software

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development and services firm. Created reporting systems for SEC disclosure and reporting compliance.

Headed acquisition of 2 companies accelerating growth to $40 million in revenue, adding complimentary

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software products, and improving profitability. Created formulas and criteria for acquisition valuation and due

diligence; formulated integration strategies including standardized, post-integration processes.

Implemented tax planning and compliance strategies that eliminated potential state sales tax liability exposure and

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reduced income tax liability by several hundred thousand dollars per year.

Established and directed Human Resources Department to align compensation and benefits, recruiting and

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colleague development programs with corporate objectives.

Instituted and managed extensive investor relations program communicating quarterly performance and

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financial guidance to 14 research analysts, institutional shareholders and investor conference attendees.

Shared Medical Systems Corp. (now part of Siemens) - Malvern, PA 1981 - 1987

Manager, Pricing and Contract Analysis / Manager, Finance & Administration

(Publicly held $700 million application service provider and business process outsourcer to hospital systems and physician groups).

Supported acquisition of 3 physician practice management companies accelerating growth, extending

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geographic reach, and improving profitability. Performed due diligence; formulated integration strategies,

standardized post-integration processes and coordinated communications to branch offices.

Developed methodology to analyze Company’s remote computing service offerings and to calculate cost and

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profitability for each application resulting in modified pricing and improved gross margins.

Eliminated three month review backlog of enterprise software license agreements by streamlining review

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process and specialization by product line.

KPMG - Harrisburg, PA 1979 - 1981

Senior Audit Supervisor

Effectively managed audit engagements on-time and on-budget with high client satisfaction.

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Trained new colleagues utilizing generally accepted auditing standards.

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Prepared audited financial reports for diverse client base.

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EDUCATION AND CREDENTIALS

Masters in Business Administration

Villanova School of Business

Bachelor of Science – Business Administration/ Accounting

Bloomsburg University

Certified Public Accountant - Pennsylvania

Member: ACG, AICPA, PICPA, GPSEG

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