The Ohio State University Fisher College of Business

Florida State University College of Law

Eckerd College

Upper Arlington High School

Florida State University

Corporate Development at Kraken Digital Asset Exchange

- Financial Planning and Analysis
- Strategic Finance
- Implementing Causal.App + BigQuery for FPM
- Finance Operations and Standardization 
- Stakeholder Relations
- Performance Management

Hedera

VP of Strategic Finance

Building Public Goods that Align Incentives
- Public Goods related to digital asset transfer primitives
- Incentivized curation network design
- Exploration of Schelling points in bad protocols and possible escapes (Think "Summer of Protocols")
- DAO contributions related to Privacy L1s and L2s

Stealth

Pixelynx is an interactive music project founded by Deadmau5/Richie Hawtin to help artists delight fans, backed by Animoca, Niantic, Alameda, Alumni Ventures & more.

Built and executed strategy at Pixelynx, now one of the Animoca Brands main subsidiaries. 
•	Full lifecycle M&A, investment, and commercial expansion from thesis, target engagement, deal negotiation, execution.
•	Closely supported CEO in fundraisings: financial model, storyboarding/decks, investor strategy and presentation. 
•	Sector focus on projects touching music and media- AI including Large Language Models (LLMs), Diffusion Models, note-based generation, DIDs, and Web3 infrastructure. Advised Animoca Brands on sector investments.

PIXELYNX

VP Corporate Strategy & Investments at Pixelynx

Full lifecycle Corporate Development with a focus on NFTs, Web3
•	Led M&A deals: thesis building, valuation models, negotiation, integration planning, execution to close across a series of transaction establishing Kraken’s core capabilities in NFTs, fintech and infrastructure.

Kraken Digital Asset Exchange

Corporate Development and NFTs

Distributive develops a distributed computing framework in the web stack to accelerate analytics, machine learning and computer vision. Not only can these tasks be executed in parallel, but load balancing and orchestration is abstracted away. 

Formerly named "Kings Distributed Systems." 

The flexible any-device framework gives rise to cloud and edge computing configurations with fully composable supply (from IoT to Data Centers) and corresponding granular control over cloud/edge privacy. Control over supply enables shared private networks across healthcare, Industry 4.0 and edge learning, even in high latency environments (mining, outer space).

Corporate Development leads strategic partnership development, new vertical creation, Space Edge Networking, and strategic planning, decision support, FP&A and co-owns fundraising and stakeholder relations.

Distributive

CFO, VP of Corporate Development

- Executed two transformative deals - $530M Acquisition of ShoreTel in 2017, and $500M divestiture of  Mavenir in 2016.
- Executed tuck in acquisition of Toshiba telecommunications assets, and divestiture of DeTeWe systems integrator business unit.
- Deal Funnel Progression:
Owned deal funnel progression for inbound and outbound opportunities. Drove end-to-end deal analysis, diligence, negotiation and execution for 7 deals ranging from $30m-$2b (acquisitions and divestitures).
- Process Design and Improvement: 
Built deal playbook and led master planning and program management to craft a repeatable deal playbook for deal flow analysis, diligence, integration/carveout, and transition services. 
- Program and Integration Management: 
Led master planning and program management for integrations of ShoreTel and Toshiba acquisitions and TSAs for Mavenir and DeTeWe divestitures. Selected and deployed integration management application (eKnow) to 150 users.

Mitel

 Mergers and Acquisitions

Privacy tokens as a service for service provisioning.

Microdesic's technology combines Cryptonote and lightweight anonymous credentials to create tokens as a service -- tokens that are auditable, off-line transactable, and anonymous unless double-spent.

Microdesic

Advisor

Bild Alternative Investments is a multi-strategy alternative asset manager.

As Director of Strategy:
- Designed and executed investment strategy, target selection in venture portfolio, managed due diligence and valuation, deal structuring and negotiation.
- Invested in Artemis, Hydrostor, ContextLogic/Wish (IPO), Predikto (acquired - United Technologies), OBMedical (acquired - Philips)
- Served as operating partner for portfolio companies in finance and strategy.
- Provided strategic decision analysis and market analysis for growth initiatives for greenfield investment in Mantis Organics.
- Led committee on capital investment and go to market strategy for portfolio companies.
- Oversaw monthly FP&A review for three portfolio companies.

Bild Alternative Investments

Director of Strategy

AFP is a portfolio company of Bild Alternative Investments (BAI)

July 2014 - June 2016: Operating Partner for Bild Alternative Investments
Aug 2014 - June 2015: Chief Financial Officer, as an Operating Partner for BAI
Jan 2014 - July 2014: Director of Strategy

As CFO: 
- Implemented Manager Tools trinity and meeting format across the company. Managed 2-3 staff. 
- Led monthly and annual cadence of the Finance and HR departments, including FP&A, AP/AR, accounting and investment decisions. 
- Designed total rewards program, including design and implementation of top talent, training, incentive pay programs.


Led product to ASTM 6868 and BPI compostability standards.

American Fiber Packaging

CFO, Operating Partner for Bild Alternative Investments

Corporate finance advisory and project finance consulting for Value Recovery Group's portfolio company, USA Energy Advisors. Utilizing finance and legal training,  performed management and financial due diligence and valued pro forma financial projections for renewable energy deals using detailed IRR models. Full underwriting and term negotiation for renewable energy project loans through The Ohio Air Quality Development Authority. Active on more than a dozen deals.

Corporate finance and distressed debt analysis for Value Recovery Group portfolio company. Analyzed portfolio of distressed FDIC assets, identifying recoverable tangible assets of debtors, and evaluating expected value of pursuing claims.

USA Energy Advisors

Investment Banking Associate - CleanTech Project Finance

- IT Strategy and Retalix Acquisition Planning
- M&A Value Capture and project planning

Finance and Business Operations Lead - NCR ITS Retalix Integration and Services Technology
Apr 2012 – Dec 2013
- Led FP&A and business operations for IT integration of $800 million Retalix acquisition, as integration partner to NCR business development team (M&A group). Led IT financial and technological due diligence, integration planning, synergy identification/tracking/reporting, FP&A to drive business case attainment, business continuity and customer satisfaction. 
- Worked with NCR corporate development team (Strategic Alliances group), to analyze potential partnership opportunities with electronic payments and chipset manufacturing. Built business case by analyzing sets of ATM service call data, identified opportunity to reduce device visit costs by $550 million through remote resolution.
- Promoted in 9 months.

Sr. Financial Analyst & Business Consultant - ITS Strategy & Architecture, Services Technology
May 2011 – Mar 2012
- Led IT forecast process, annual planning, benchmarking, strategic outsourcing, program performance monitoring, 
- Provided IT PMO analytics services -- capital budgeting, financial and valuation advisory to ITS strategy and architecture organization and the ITS Central PMO;
- Corporate development support: M&A diligence and synergy modeling, expense & capital forecasting and integration; 
- FP&A: monthly, quarterly and annual reporting and planning for IT Strategy and Architecture ($3 million OpeEx budget);
- Promoted in 11 months.

Corporate Finance Summer MBA Intern - IT
Jun 2010 – Sep 2010 Employment
- Data Analytics: Analyzed metrics used to project benefits for $98 million of 2010 projects.
- 2011 Strategic Plan support, preparing reports for leadership. Analyzed business cases and provided project investment recommendations for $120 Million of IT projects for the 2011 Plan, comparing KPI. 
- Extended a full time offer at graduation.

NCR Corporation

Strategic Planning Manager

- Designed company-wide personality/leadership testing protocols and performance measures following  a leadership transition.
- Renovated company hierarchy/structure to increase communication between finance and manufacturing units.
- Developed secession planning strategies for essential positions that operated within Ethiopian Legal Structure.

MoPlaco Trading Co. Ltd.

Consulting Engagement: MEA Organizational Transformation

Hired in the Communication department to teach 321 Public Speaking and 367 Persuasive Communication. Accountable to the department for formulating content, lesson plans, and student assignments; devising student evaluation and feedback methods, and leading lectures. Received evaluations in the 90th percentile of all teachers.

The Ohio State University

Graduate Teaching Associate, Persuasive Communication & Public Speaking

Senior Consultant at Fisher Professional Services, a for-profit management consulting firm run entirely by Fisher. Specialties included finance and corporate development.

The Ohio State University - CFO Office - 10 Weeks
- Worked with The Hackett Group on Finance Transformation to improve performance of OSU financial operations. Employed industry best practices and feasibility studies, using focus groups, interviews and peer benchmarks, to measure OSU Financial process performance and  to develop recommendations to enhance both the efficiency and the efficacy of those financial processes.

  Ohio Health - 16 Weeks
  - Created new go-to-market strategy for a health information translation and business intelligence venture.
- Analyzed potential markets based on demographic trends to identify ten target clients with high potential. Analyzed competitors based on seven different segment cross-sections. Used competitive analysis and statistical analysis to design pricing model. Created pro forma financials based on pricing data.  

Oracle Crystal Ball Business Development -- 10 Weeks
- Selected by top Oracle leadership as the winning team of the competition for designing a marketing plan to exploit Crystal Ball's Office 2010 readiness to position it as a conduit between Excel and Bloomberg.

Fisher Professional Services

Project Manager and  Sr. Consultant

Sponsored for the term of the 2009 legislative session. Evaluated proposed legislation, conducted and published original research and fiscal analysis to use by Florida Senate Commerce Committee members. Subject matter included enterprise zone tax credits, collective bargaining, and corporate income tax.

Conducted legal analysis of proposed legislation and of other committee staff analyses. Performed copy editing, and Committee meeting annotations.

The Florida Senate

Clerkship, Florida Senate Commerce Committee

Analyzed litigation strategy. Prepared pleadings and assisted in motion practice. Conducted legal research and wrote  advice letters and legal memoranda. 

Managed client contacts and correspondence.  Organized and supervised volunteer labor. Reviewed upcoming laws and analyzed effects of proposed legislation.

Keith A. Halpern, Esq.

Dispute Resolution & Litigation Strategy

SMB specializing in APAC imports resold through domestic channels.

Finance manager: FP&A; Annual budgeting. Certified regulatory compliance, directed state and federal tax strategy,

Led Strategy: 5 Year Strategic Plan design and execution, formulated internet marketing strategy, negotiated international acquisitions and developed sales channels for import-export venture specializing in Southeast Asian botanical sales.

Resigned full time duties in 2005 to pursue legal education. Continued involvement in an advisory capacity until late 2006.

Acquisition exit in 2006.

David Clark-Joseph