Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Sean
Work Experience
Chief Executive Officer
2016
Marion Street Capital (MSC) helps innovative growth companies solve their most pressing challenges. We offer our ambitious clients a caliber of service parallel to that of the world’s greatest consulting and banking firms, at a price that growth firms can afford. Services include FinOps, DataOps, and RevOps. As Founder and CEO at MSC, I leverage 20+ years of deep business experience to lead a unique blend of entrepreneurial talent and seasoned analytical expertise. I guide each project to meet client objectives and achieve maximum results. I help to find clients capital and customers, and I help them build lean, scalable processes across Finance, Sales, and Operations. I am currently pursuing a PhD in Finance from EDHEC Business School. Industries served include Consumer Electronics, Construction, Foodservice & Beverage, Gaming, Healthcare, Homebuilding, Hospitality & Lodging, Investment Firms, Logistics, Manufacturing, Media & Television, Metals & Mining, Nonprofit, Private Equity, and Software.
2021
General Partner
2021
Addvia invests early-stage venture capital into innovative high-growth companies addressing large end markets. • Built and staffed the GP and its first venture fund from scratch. • Partnered with a SaaS sales executive with several successful exits, including a $30B public company, and who mentored scores of protégés now leading sales organizations for other innovative growth SaaS companies. • Helped execute 6 investments from inception, delivering >3.5x MOIC and >250% IRR through 3Q23. • Built a pipeline of additional investment opportunities. • Built a pipeline of LP’s.
Past President and Director
2016
CFAP is the 7th largest CFA Society in the US with over 2500 members. We aspire to be a diverse Society that advances the region's investment community by serving our members and the broader community who seek investment knowledge, professional development, connection, and inspiration, and by promoting professional excellence, ethics, and education. • Co-Chair, Governance Committee from July 2022 • President, July 2021 - June 2022 • VP, July 2019 - June 2021 • Member, Finance, Audit & Investment Committee, Fall 2016 - present • Chair Emeritus, Education Committee. • Chair, Investment Research Challenge, 2015 - 2017. Judge, Global Final, 2018. Judge, Americas’ A Final, Spring 2016, 2017 & 2019. • Member, Programs Committee, 2015 - 2018 • Volunteer of the Quarter, Spring 2016
Director
2016
Headquartered inside the Federal Reserve Bank of Philadelphia, The Global Interdependence Center (GIC) is a Philadelphia-based 501(c)(3) nonprofit organization that strives to continue to be a leader in influencing world policies for the greater good through cooperative international engagement among diverse thought leaders. • Member, Finance and Governance Committee, January 2021-current
2018 - 2024
Finance Expert
2018 - 2024
Toptal is an exclusive network of the top freelance software developers, designers, finance experts, product managers, and project managers in the world. • Recently named one of the top 0.5% of Finance talent • Recognized for generating >5000 billable hours • Helped design talent screening case studies and screened over 100 applicants • Authored thought pieces • Analyzed sales processes and suggested improvements
2017 - 2023
Adjunct Professor
2017 - 2023
The Villanova School of Business develops business leaders for a better world through the Augustinian values of truth, community, caring, and leading through service. • Redesigned and taught Applied Portfolio Theory I & II for the Master's of Finance Program. • Redesigned and taught Equity Markets & Valuation for the undergraduate Finance Department.
2022 - 2023
Interim Head of Finance
2022 - 2023
B Lab is the nonprofit networking transforming the global economy to benefit all people, communities, and the planet. • Constructed an integrated global financial model to provide the organization with insights to help it productively evolve its business model. • Identified short-term and long-term growth financing and secured a $1MM term sheet. • Helped hire a permanent Head of Finance. • Built a dynamic dashboard to analyze pipeline and forecast revenue with granular detail
2022 - 2022
Chief Financial Officer
2022 - 2022
Helped prepare this blockchain services company for its $35MM Series A.
2020 - 2022
Chief Financial Officer
2020 - 2022
Helped this healthcare consulting company grow from $1MM+ to $10MM+ annual revenue.
2020 - 2022
Chief Financial Officer
2020 - 2022
Helped this healthcare services company grow from $0 to over $50MM annual revenue.