Experience
Experience You Can Put to Work.
I bring decades of hands-on financial and operational leadership to help business owners solve problems, make better decisions, and achieve real results.
A Career at the Intersection of Finance, Operations, and Business Ownership
Practical Experience. Real-World Perspective.
I'm a CPA with extensive experience as a CFO, COO, founder, and advisor to private and public companies. I've operated businesses, built financial and operational infrastructure, led teams, raised capital, and helped organizations navigate periods of growth, change, and uncertainty.
This combination of financial, operational, and entrepreneurial experience allows me to understand both the numbers and the realities of running a business — and to develop solutions that work in practice.
Building and Growing Businesses
I've co-founded and helped build technology and SaaS companies, bringing products to market, developing go-to-market strategies, and supporting global enterprise customers. I've worked across the early-stage, growth, and expansion phases, gaining firsthand experience with the challenges and opportunities that come with each stage.
Financial and Operational Leadership
I've served as CFO and COO for companies in a variety of industries, leading finance, operations, HR, payroll, and technology teams. I've implemented and improved financial systems, reporting, and internal controls, and helped businesses become more efficient, scalable, and profitable.
Capital, Transactions, and Strategic Initiatives
I've raised more than $30 million in capital, structured debt facilities, and led mergers, acquisitions, and a reverse merger to a public shell in approximately 90 days with a Big 4 unqualified audit. I've worked with boards, investors, banks, and other stakeholders to support strategic and financial objectives.
Solving Complex and Challenging Situations
I've helped businesses address cash constraints, operational inefficiencies, and other challenges, including turnarounds. I've provided financial investigations and expert testimony in more than 300 matters, working with over 100 law offices in federal and California courts.
A Broader Perspective for Better Decisions
Having worked as an operator, advisor, and business owner, I bring a practical, objective perspective to financial and operational decisions. I understand that every business is different, and I focus on solutions that are realistic, actionable, and aligned with each client's goals.
Industries I've Worked With
Different Industries. Familiar Challenges.
While every business is unique, many of the core financial and operational challenges are similar across industries.
An Honest First Conversation
Let's Talk About Your Business.
No pitch, no obligation. Just a conversation about what's happening in your business and whether working together makes sense.