Chief Financial Officer, CPA
Joe is the Chief Financial Officer of Newbury Ventures in Silicon Valley. Over the past 3 years, he has been responsible for maintaining the accounting systems, valuation analysis, reporting functions, and investor relations for over 10 investing and operating entities including Rising Tide and Newbury Ventures.
From 2008 to 2009, Joe concurrently acted as Chairman of the Finance Task Force of BDNA Corporation, a 150-person software company with offices in US, EU, and China. Upon BDNA's acquisition of PS'Soft, Inc. in 2008, Joe built and monitored the annual operating plan, prepared the acquisition accounting, stock based compensation charge, 11 entity consolidation model while supervising completion of the annual audit and tax work and assisting in the hiring a new CFO and Corporate Controller. During 2011, when the Allen Systems Group, Inc. acquired PS'Soft Inc. from BDNA, Joe was instrumental in managing the due diligence and divestiture process.
Prior to joining Newbury, Joe was a venture capital and technology focused audit manager at Ireland San Filippo, overseeing a portfolio of seed, growth, venture debt, SBIC, and buyout funds along with venture-backed technology companies. Joe graduated from Saint Mary's College in 2001 with a BS in Business Administration and a minor in Accounting. He is a Certified Public Accountant and a member of American Institute of Certified Public Accountants and California Society of Certified Public Accountants.