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Customer Service Human Resources

Princeton, New Jersey, United States
October 31, 2016

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* ******** ****, ********* ** 08540 973-***-****

Public and private company Chief Financial Officer with a diverse portfolio of hands-on executive, financial, administrative and operational responsibilities. Extensive corporate finance experience, including over $1.5 billion in M&A transactions, initial-public offering, private equity and debt funding transactions. Proven track record of building shareholder value and realizing liquidity for investors.

Trusted advisor and partner to CEO who excels at imparting business vision and strategy into corporate culture to help build, manage and grow organizations. Valued member of the Leadership Team who builds and maintains strong cross-functional relationships. Strong leadership skills with ability to work under pressure, analyze problems and make tough decisions.

Experienced in business strategy development, budgeting, planning and analysis, financial reporting, audit and tax. Strong management and cost accounting background, SEC reporting experience, internal control design, and have successfully completed several ERP system implementations. Extensive experience managing Human Resources, Investor Relations, IT and all aspects of corporate governance.


Catheter Precision, Inc., Ledgewood, NJ 2010 - present

Vice President, Chief Financial Officer, Corporate Secretary and Treasurer

Scope and Scale: One of three initial employees of start-up medical robotics company focused in the field of cardiac electrophysiology. Our products include the Amigo Remote Catheter System which provides for accurate positioning, manipulation and stable control of catheters used to diagnose and treat cardiac arrhythmias and the VIVO (View into Ventricular Onset) intracardiac mapping system used to identify the origin of arrhythmias. Responsible for all finance, accounting and reporting activities, investor relations, corporate governance, human resources and information technology. Direct reports also include all manufacturing operations and manufacturing engineering activities.

Financial and Strategic Accomplishments:

Raised $36 million in private equity funding and $8 million of bridge debt.

Achieved FDA and CE Mark approval to sell the Amigo in the US and EU.

Established all accounting and human resources policies and procedures.

Implemented ERP system for an FDA regulated manufacturing operation and started implementation process of an integrated document control system.

Opened 10,000 square foot manufacturing facility.

Negotiated several EU and ROW distribution agreements.

St. Jude Medical, Inc., West Berlin, NJ – (NYSE: STJ) 2008 - 2010

Site Manager (Atrial Fibrillation Division).

Scope and Scale: Following the acquisition of EPMD by St. Jude, assumed the role of Site Manager of the New Jersey operation with direct responsibility for financial accounting and reporting, budgeting, planning and analysis, site administration, human resources, information technology, customer service, manufacturing operations and quality assurance reporting to various AF division functional Vice Presidents.

Financial and Strategic Accomplishments:

Managed integration of EPMD business, people and processes into St Jude systems.

Managed 200% increase in annual sales volume within first year after the merger due to introduction of products into St Jude distribution channel.

Oversaw SAP and integrated quality management system integrations at New Jersey site.

Participated in St Jude global quality initiatives in response to corporate warning letters.

Planned manufacturing transfer and ultimate plant shutdown.

EP MedSystems, Inc., West Berlin, NJ - (NASDAQ : EPMD) 2007 - 2008

Vice President, Chief Financial Officer, Secretary and Treasurer

Scope and Scale:

Hired by new CEO to help reorganize the business and position the company for sale. Responsible for all accounting, planning, audit and tax activities. Responsible for public company reporting, corporate governance activities and Investor Relations. Direct reports included accounting and finance, SOX compliance, customer service, human resources, information technology and all manufacturing operations.

Financial and Strategic Accomplishments:

Participated in presentation of acquisition opportunity to STJ Senior Leadership Team, including CEO, CFO and five Divisional Presidents.

Participated in negotiations for sale of the Company to STJ for approximately $100 million, as well as direct responsibility for all due diligence and transaction documentation.

Assisted EPMD Board in analysis of merger offer.

Closed down two European sales and business offices.

Revamped cost accounting system and discontinued several unprofitable product lines.

St. Jude Medical, Inc. (NYSE : STJ) 2005 - 2007

Vice President of Finance (St Jude Neuro division)

Scope and Scale: Following the acquisition of ANS by St. Jude for approximately $1.3 billion, I continued my responsibilities for New Jersey activities with the same dotted line reporting to ANS divisional functional Vice Presidents.

Advanced Neuromodulation Systems, Inc. (NASDAQ : ANSI) 2001 - 2005

Vice President of Finance (HDI division)

Scope and Scale: Following the acquisition of Hi-tronics by ANS, assumed responsibility for all day to day activities of the New Jersey operation with dotted line reporting to ANS functional Vice Presidents. Direct responsibilities included financial accounting and reporting, budgeting, planning and analysis, site administration, information technology and human resources. Also had shared responsibility for portions of the design engineering team and various aspects of the manufacturing organization reporting to ANS functional Vice Presidents. ANS received US PMA approval for its fully implantable spinal cord stimulator and sales grew from $25 million to $140 million annualized revenue run rate at the time of its acquisition by St Jude Medical.

Financial and Strategic Accomplishments:

As a member of ANS Leadership Team, participated in key planning and growth initiatives leading up to acquisition by St Jude Medical.

Led implementation of MANFACT ERP System and participated in the implementation of an integrated quality management system in NJ facilities.

Participated in expansion and reorganization of manufacturing operations to increase output, improve quality and reduce scrap and rework.

Led integration of HDI people and processes into ANS systems.

Hi-tronics Designs, Inc., Budd Lake, NJ 1999 - 2001

Vice President, Chief Financial Officer, Secretary and Treasurer

Scope and Scale: HDI was a privately owned OEM medical device engineering and manufacturing company with a focus on active implantable devices for use in the fields of cardiology and neurology. Key customers included Medtronic, Advanced Neuromodulation System, Inc., Cyberonics, Inc. and Arrow International. Hi-tronics also leveraged its design capabilities to incubate a number of start-up medical device companies including EP MedSystems, Angel Medical, Transneuronix and Exogen, among others.

Financial and Strategic Accomplishments:

Business grew to $20 million per year in revenue, including manufacture of over 50,000 active implantable medical devices per year.

Negotiated buyout of Medtronic CRM non-compete and 19% equity stake.

Negotiated terms of sale of HDI to Advanced Neuromodulation Systems.

Responsible for all acquisition due diligence and transaction documentation.

Negotiated several long term Product Development, Manufacturing and Licensing Agreement with new and existing customers.

EP MedSystems, Inc., Mount Arlington, NJ - (NASDAQ :EPMD) 1995 to 1999

Vice President, Chief Financial Officer, Secretary and Treasurer

Scope and Scale: One of the initial employees of start-up in the field of cardiac electrophysiology. Initial product was the EP-3 Clinical Stimulator followed shortly thereafter by the EP Work-Mate computerized electrophysiology system. Acquired an electrophysiology catheter manufacturing business and licensed several new EP technologies to expand our product line. Completed IPO in 1996 and built up to a fully operating publicly traded medical device company.

Arrhythmia Research Technology, Inc., Austin, TX – (AMEX : HRT) 1991 to 1995

Vice President of Finance

Scope and Scale: HRT was a pioneer in the development and sale of equipment in the field of cardiac electrophysiology, a market currently measured at approximately $2 billion in annual sales (exclusive of pacemakers and defibrillators). Its main product was the CardioLab EP Recording System which is currently owned and distributed by GE Healthcare.

Following acquisition of Micron by HRT, corporate headquarters were relocated to Micron’s manufacturing facility in Fitchburg, MA. Responsible for all aspects of financial accounting, SEC reporting and corporate governance. Assumed additional responsibility of co-managing growing ECG sensor manufacturing business and implemented ERP System and standard cost accounting system.

Micron Products, Inc., New York NY – (AMEX : PMR) 1989 to 1991

Chief Financial Officer

Scope and Scale: Publicly held “roll-up” of medical device manufacturing and hospital supply distribution businesses created using public stock as a currency. Achieved $40 million is annual sales. Responsible for all aspects of financial accounting and reporting, corporate governance and administration. Assumed additional role of interim President of Philadelphia based hospital supply distribution business. Disaggregated distribution and manufacturing businesses and negotiated sale of Company to Arrhythmia Research Technology, Inc.

Deloitte & Touche (formerly Touche Ross & Co.), New York, NY 1984 to 1989

Scope and Scale: Spent five years on the audit staff at Big Four accounting firm. Clients included large multi-national public and private companies in the manufacturing, retail and healthcare sectors.


Rutgers College, New Brunswick NJ. BA in Business with a Concentration in Accounting.

Fordham University, New York, NY. MBA in International Finance.

Certified Public Accountant.

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