Contact: mailbox@finbar.net
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Innovation Process Leadership & Techno-Economic Strategy
​in the Energy Transition

​Leadership of IP development and cross-functional innovation processes, leveraging a broad and relevant background

Experienced in innovation processes, patent portfolio development, techno-economic analysis, finance and valuation, top-level management consulting and executive management

Excellent analytic and communication skills; facility in bridging between analytic/technical and investor/general management worldviews

Electrical Engineering PhD (Caltech)

CFA Charterholder

307 International 
​(2024-)

San Diego, CA (and remote)

Independent Consultant, Energy Transition
  • Innovation initiatives
  • IP portfollio development
  • Techno-economic assessments
  • C-level and VP-level special projects
Avantus (2019-2024)
Los Angeles / San Diego, CA
Sr. Director, Innovation & Technology
  • Development of the company's patent portfolio
  • Techno-economic assessments
    • Assessment of new technologies
    • Exploration of new architectures
    • Evaluation of new business opportunities
  • Cross-functional innovation processes and special projects
    • Task Forces, Forums, R&D, virtual brainstorming, etc.
    • Corporate process development

Sanford C. Bernstein
(2005-2018)

New York, NY

Analyst/Vice President (Industrials, Global Aerospace & Defence)
  • Sell-side equity research analyst
  • Chartered Financial Analyst
  • FINRA Series 7, 63, 86, 87
  • Regulations prohibit me from describing my professional activities further on this web site. ​

Dock3, Inc.

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San Diego, CA

Chief Technology Officer (2000-2003) / Strategic Projects (2004)
  • Develop initial business concept & strategy; raise initial financing.
  • Executive team member as CTO and Corporate Secretary. 
  • Develop platform to coordinate vendors, customers, site operators and clients.
  • Consulting role on special projects after sale of company.
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McKinsey & Company

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Los Angeles, CA

Senior manager (strategy consultant) 
  • Valuations and transactions (asset & business unit)   
  • Business unit and corporate strategy
  • Market price modeling and hedging
  • Marketing
  • Organization
  • Aerospace / Defense
  • Technology (valuation and business implications of technology in broadcast & cable tv, radio, internet media)
  • Energy (electricity generation, regulation and trading; global oil & gas)
  • Chain retailing & franchising

California Institute of Technology (Caltech)

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Pasadena, CA

Ph.D., Electrical Engineering 

Dissertation: "Antenna-coupled Millimeter-Wave Electro-Optic Modulators and Linearized Electro-Optic Modulators" (12.7 MB) 

Advisor: Prof. William B. ("Bill") Bridges
My original technical background is in optical and radio communication engineering. We collaborated with HRL Laboratories, and funding was primarily from the Defense Advanced Research Projects Agency.
 
Awards / honors
  • AT&T Bell Labs Ph.D. Scholar
  • Schlumberger Fellow

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