I’m grateful for the experiences and mentors that have shaped my journey in finance and manufacturing leadership over the past 15+ years. From operational finance and capital strategy to executive leadership roles, my focus has always been on helping organizations grow responsibly while strengthening financial discipline and governance. I’m excited to share more about my background, leadership philosophy, and board interests. Here is my biography.

I’m proud to share a more complete view of my professional journey, leadership philosophy, and the experiences that have shaped my approach to building and transforming organizations. Throughout my career, I’ve been fortunate to work alongside exceptional teams across healthcare, private equity, and global operations, each contributing to the way I think about growth, strategy, and service. Here is my biography.

Mastering capital markets isn’t about chasing the biggest deals, but about building the systems, relationships, and discipline that make those deals possible. From structuring $10 billion in debt, I’ve learned that credibility matters more than polish, strong lender relationships outlast any term sheet, and flexibility often outweighs price. Technology and process are no longer optional—they’re essential to scaling efficiently—and discipline in both growth and de-leveraging is what preserves trust when conditions shift. For executives and finance leaders, the true competitive advantage lies not just in raising capital, but in creating the foundation for sustainable growth.

Benjamin A. Jagoe is a distinguished financial executive and investment strategist known for his cross-sector expertise, global investment fluency, and principled leadership. As Chief Investment Officer at Dobbs Management Service, Ben oversees a sophisticated portfolio spanning public equity, private assets, and alternatives—executing strategic acquisitions and advising family stakeholders with institutional-grade rigor. His legacy includes driving operational excellence across six board seats, spearheading venture investment initiatives, and serving as a trusted voice on financial strategy, family governance, and philanthropic engagement.

Craig Nelson is a pioneering force in SaaS and AI-driven revenue enablement, with over 25 years of experience guiding companies to market leadership, successful IPOs, and profitable exits. As the founder and CEO of iCentera, he led the company’s rapid growth and acquisition by CallidusCloud, which was later acquired by SAP for $2.4 billion. His strategic acumen has supported major enterprise firms, including ADC, Thomson Reuters, Motorola, and the NBA, in implementing revenue enablement technologies that drive sustainable growth. Craig's unique expertise in capital strategy and digital transformation has positioned him as a sought-after advisor and thought leader in AI-driven sales optimization, consistently delivering impactful insights that shape modern sales and marketing practices.