Finance executive with 20+ years experience in clinical research, life science and healthcare related organizations.  Experienced in turnarounds, growth plans, sale processes and private equity. From April 2010 - September 2015, I was Chief Financial Officer of Theorem Clinical Research.  During my tenure, Theorem's revenue grew from $85M to $160M+ and I helped navigate a successful exit to Chiltern International.

Prior experience includes roles as Chief Financial Officer of Omnicare Clinical Research, Sr. Finance Director of MDS Pharma Services, and Finance Director at VIASYS Healthcare.

I developed a plan to right size Omnicare's cost structure and managed a successful divestiture to Nautic Partners (private equity firm).   Deliverables at MDS included developing a "return to profitability" plan for their Late Stage CRO and managing the divestiture of the Early Stage CRO to Ricerca & Bain Capital.  Lastly, at VIASYS, I partnered with the General Manager of the Customer Service Business Unit to grow revenue from $40M to $70M+.


Jason Monteleone Pivotal Financial Consulting


Temple University

Masters of Business Administration

Millersville University

Bachelor of Science in Business Administration

Certified Public Accountant (CPA)

Certified Management Accountant (CMA)

Certified Financial Manager (CFM)