Financial Intelligence, LLC's Team

Team

Jerome M. Behar, CEO
Arnold Freilich
Joseph Howell
Joseph Kelly
Neil J Miotto
Michael Blum CFA

Pauline Chiu
Elizabeth Harder, J.D.
Angie Kooiker
Anna Kwok
Ogen Perry
Craig Weber

Jerome M. Behar, CEO jerry@financial-intelligence.com

Jerry Behar is Financial Intelligence's founder and CEO. He has over 25 years of senior financial management experience in both public and early stage companies. As the CFO for Engineering Animation Inc. (NASDAQ:EAII), he valued and negotiated eight M&A transactions over a two-year period during which the company's annual revenue grew from $20 million to over $100 million. He was also the CFO of MS2, Inc., a software company focused on product lifecycle automation, and the co-founder and CFO of International Risk Control Inc., which developed and marketed risk management decision support software systems. Jerry has completed over $100 million in public and venture capital financings. A certified public accountant, he earned a BA from Michigan State University and an MBA from Stanford University. Jerry served on the board of directors and audit committee of Portal Software, Inc. (NASDAQ:PRTL), which was sold to Oracle Corp. in 2006.
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Arnold Freilich arnie@financial-intelligence.com

Arnie Freilich has over 25 years of senior finance, accounting and management experience in both public and private companies. More than half of that time was spent as a management consultant focused on operational and functional process reengineering to reduce costs and improve profitability. Arnie also served as Intel's M&A Equity Compensation Program Manager, where he implemented and reengineered processes and systems for all of Intel's equity benefit programs, and as an HR Global Reengineering Project Manager. In 2006 and 2007, he led the data analysis and migration process in eight major financial restatement projects. Arnie earned a BS from Nyack College in New York. He is certified in Equity Compensation, Project Management and Six-Sigma reengineering and has been enrolled to practice before the IRS.
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Joseph Howell jhowell@financial-intelligence.com

Joseph Howell has over 25 years of experience in senior financial management and SEC reporting. He served as Chief Accounting Officer and CFO for Borland Software (NASDAQ: BORL) and as CFO of Merix Corporation (NASDAQ: MERX). He also served as CFO of EMusic.com (NASDAQ: EMUS), which was acquired by Universal Music Group. Joe developed substantial experience in financing and managing early-stage technology companies, serving as CFO for Eid Passport and for Webridge, Inc., which was acquired by Click Commerce. He led the $92 million IPO and $33 million secondary offering at EMusic.com, as well as a number of private placements and over two dozen significant M&A transactions. A CPA, he earned a BA from the University of Michigan and an MS in Accounting from Eastern Michigan University.
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Joseph Kelly joekelly@financial-intelligence.com

Joe Kelly has over 30 years of broad business and professional services experience in advising organizations—from private start-ups to large, public, multinational companies in the technology, industrial, consumer products and retail markets. Joe retired as an audit partner with KPMG LLP, where he held a variety of senior client service and management positions. In addition to his accounting and audit expertise, he was designated an SEC partner specializing in SEC reporting and accounting. In this role, he was authorized to deal directly with the SEC staff on behalf of the firm’s public clients on complex, technical issues. Joe has also successfully managed numerous initial public offerings and debt and private placements and developed expertise in mergers and acquisitions, international operations and litigation support. During the last year, Joe utilized his unique experiences with key roles in five major financial restatement projects. A CPA in California and New Jersey, he currently serves on the Board of Directors for two Southern California real estate ventures managed by Kennedy Wilson. Joe earned his BS degree in accounting from St. Peter's College, New Jersey.
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Neil J. Miotto neil@financial-intelligence.com

Neil Miotto has over 30 years of business and professional services experience in advising and assisting organizations in the technology, industrial, and retail industries—from the start-up stage to large, public, multinational companies. He retired as an audit partner with KPMG LLP, where he held a variety of senior client service and management positions. Neil successfully managed a number of initial public equity and debt offerings and private placements. He was also designated as an SEC partner specializing in SEC reporting and accounting. In this role, he was authorized to deal directly with the SEC staff on behalf of the firm’s public clients. Neil has a strong background in mergers and acquisitions, international operations and forensic projects. Over the last few years, he has served in key roles in several major financial restatement projects, both as an auditor and as an outside advisor. Neil is a CPA who practiced in California, New York and Connecticut during his career with KPMG. He currently serves on the Board of Directors of a medium-size public technology company. He earned his BBA degree from Baruch College of the City University of New York.
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Michael Blum CFA michael@financial-intelligence.com

Michael Blum has over 15 years of financial and management consulting experience. As a result, he has obtained significant experience in the valuation of companies, financial instruments and intangible assets, as well as in developing financial plans, business projections and valuations for venture-funded companies. As head of Shoreline Pacific's research department, Michael directed all research and structuring for over $200 million in placements for public and private companies, including valuation of companies and securities. Previously, he worked in KPMG Peat Marwick's corporate transactions group, specializing in the valuation of companies, technologies and distressed instruments. Michael earned a BSE from the University of Pennsylvania and an MBA from the University of Chicago.
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Pauline Chiu pauline@financial-intelligence.com

Pauline Chiu has 14 years of financial and accounting experience in public and early-stage companies. As a former consultant with Horn Murdock Cole Silicon Valley, Pauline provided Controller, financial planning and analysis, and merger and acquisition services to clients in the software, semi-conductor, medical device, and network service provider industries. She also led project management, documentation and testing of internal controls for financial reporting and disclosure at several companies seeking to comply with the Sarbanes-Oxley Act. A certified public accountant, Pauline earned her BA from Claremont McKenna College in California and an MBA from Monash University in Melbourne, Australia.
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Elizabeth Harder, J.D. elizabeth@financial-intelligence.com

Elizabeth Harder has 9 years of experience with stock option valuation, financial reporting and compliance for equity compensation plans, as well as with the development of compliance software. As a former executive with Equity Methods, an industry-leading equity consulting and research firm, she led the equity consulting team and oversaw the firm’s software research and development endeavors for both internal initiatives and strategic partner products. Elizabeth has significant experience working directly with financial professionals to resolve the complex accounting and reporting issues that pertain to SFAS 123 and 123R and related regulations. She holds a BA and a JD from the University of Wisconsin and an MBA from the Thunderbird School of Global Management in Arizona.
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Angie Kooiker angie@financial-intelligence.com

Angie Kooiker has more than 15 years of financial and general management experience in the manufacturing, technology, financial, and insurance industries. Angie was the Financial Planning and Analysis Manager of Murphy-Brown, LLC Western Operations Division, a division of Smithfield Foods (NYS: SFD). She previously held various financial and management positions at Engineering Animation, Inc. (NASDAQ: EAII), including Controller. In 2006 and 2007, she led the data analysis and migration process in three major stock option restatement projects. Angie earned her BA from Iowa State University.
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Anna Kwok anna@financial-intelligence.com

Anna Kwok has 14 years of financial and general management experience in technology and manufacturing companies. Most recently, she was the COO of Botanic Industrial. Anna previously held financial management and controller positions at Phoenix Technologies and MS2, respectively. In 2006 and 2007, she led the data analysis and migration process in two major stock option restatement projects. Anna earned her BA and MS in Accounting from the University of Illinois.
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Ogen Perry ogen@financial-intelligence.com

Ogen Perry has more than 15 years of experience in consulting, venture capital, and mergers and acquisitions. He was previously a partner with Vertex Venture Capital. Prior to this, he founded a group of angel investors in the Bay Area. Ogen also led several investments while working at Intel Capital and was a partner at Helix Capital, a boutique M&A firm. Before making the switch to the investment world, he was a consultant with McKinsey and Company in Brussels as well as in San Francisco. Ogen holds a BE and an ME from Rensselaer Polytechnic Institute in New York and an MBA with distinction from the Wharton School at the University of Pennsylvania.
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Craig Weber craig@financial-intelligence.com

Craig Weber brings more than 20 years of finance experience, including senior management roles at several public and early-stage biotechnology companies. Most recently, he worked with Protiviti, where he helped companies document and test internal controls to comply with the Sarbanes-Oxley Act. Craig previously served as Director of Finance at Calyx Pharmaceuticals, where he was responsible for financial and commercial planning. A certified public accountant, he previously worked for PricewaterhouseCoopers. Craig earned a BS from the University of California at Berkeley and an MBA from San Francisco State University.
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