Bob has more than 40 years of experience in Finance and Strategic Planning. He has advised CEOs and their management teams for more than 25 years. He has been a CFO at several companies, both public and privately held companies. He has co-founded several companies, one of which was taken public and ultimately sold for $5 billion. Another was grown with Private Equity capital and ultimately sold for $2 billion. He has raised capital, aggregating hundreds of millions of dollars. He has acquired, merged and sold companies and product lines, creating value in each transaction. He has sat on several Boards of Directors, and currently sits on the Board of a client in the Renewable Energy industry. He has significant industry experience in Healthcare Services, Healthcare Information Technology, Pharmacy Benefits Management, Industrial Manufacturing and Distribution, Construction and Renewable Energy, Health Insurance, and Petroleum Services. Bob is a licensed Investment Banker, holding Series 79 Investment Banking Representative and Series 63 Uniform Securities Agent licenses. Bob is also a CPA (non-active), CEPA and CGMA. Bob strated his career with Deloitte, and is a graduate of Villanova University with a B.S. Degree in Accounting and has taken Executive Education Programs at the Wharton School of the University of Pennsylvania in Strategic Planning, Strategy Implementation and Mergers and Acquisitions.
Peggy has over 25 years of experience in Financial Analysis, Financial Reporting, Budgeting and Forecasting, Cash Flow Analysis and Actuarial Analysis. She is skilled in translating complex analytical models and analyses into easily understandable reports and tools for decision-making. She is also skilled in organizing, analyzing and reporting on large, complex sets of data, using tools such as SAS, SQL and Excel and Powerpoint. Peggy has significant industry experience in Healthcare Services, Pharmacy Benefits Management, Health Insurance and Construction. Peggy is a licensed Investment Banker, holding Series 79 Investment Banking Representative and Series 63 Uniform Securities Agent licenses. She is a graduate of Duke University, with a B.A in Anthropology and a Masters Degree in Public Policy.