Utilizing my breadth of financial knowledge and experience coupled with professional qualifications and an expansive network I will lead a team of professionals to meet and exceed expectations of both internal management as well as external stakeholders.
PenChecks is a leading outsource partner providing solutions for benefit payment distributions, default and missing IRA programs, retirement plan trust resolutions, and legal settlements.
TargetSolutions is the leading provider of online education for first responders. I lead the accounting & finance department for world-wide operations.Presented all accounting and financial information to the Board of Directors and Audit Committee. Acted as the liaison for all financial activities with outside parties.
Performed valuation analysis for private enterprises as well as valuation of interests of professional service firms.Analysis was needed due to partnership buy-ins/buy-outs and divorce proceedings.Performed cost savings analysis for private enterprises while acting as a consultant for Tatum, LLC.
Nik Software was a world-class software development company offering solutions for digital photography. Financed by Nikon Inc., Nik Software was headquartered in San Diego with a wholly-owned German subsidiary that performed the R&D function. Nik Software was acquired by Google. I lead the accounting & finance department for world-wide operations.Presented all accounting and financial information to the Board of Directors to include quarterly meetings with Nikon held in Tokyo.
McGladrey & Pullen, LLP, is a leading international CPA firm focused on meeting the accounting needs of midsized companies.Performed assurance and valuation work for public and private companies.
The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge you need in today’s investment industry. It also emphasizes the highest ethical and professional standards.
To earn the CFA charter you must have four years of qualifying investment work experience, become a member of CFA Institute, pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct, apply for membership to a local CFA member society, and complete the CFA Program.
Corporate Finance
Accounting
1st Force Reconnaissance Company - Camp Pendleton, CA
2016 as Penchecks' CFO & 2012 as TargetSolutions' CFO