How I can help you
I help entrepreneurs commercialize their ideas and grow new businesses.
As a CFO, I have helped founders develop, finance and execute business plans with thoughtful analysis of products and services, markets, customer acquisition, revenue forecasts and expense budgets. I have over 30 years experience managing emerging growth technology companies from start-up through commercialization, IPO and acquisition. In my professional career I have developed expertise in strategic planning, raising capital, bank financing, managing expenses and cash flow, mergers and acquisitions, spin-outs, human resources and legal.
In addition to my professional activities I serve as Board member and Treasurer of the Central Oregon Symphony Association.
AREAS OF EXPERTISE
- Business Plans and Investor Presentations
- Raising Capital and Bank Financing
- Financial Projections and Cash Flow Models
- Human Resources
- Contingency and PIVOT Plans
INDUSTRY EXPERIENCE
- AI SAAS
- High Tech Manufacturing
- Medical Devices
- Specialty Pharmaceuticals
- Retail Contracting and Wholesale Distribution
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Manufacturing & Product Development
- Business Operations
- Human Resources & Internal Communications
Industry Experience
- Retail & Wholesale Trade
- Nonprofit, Public and Professional Organizations
Education
EDUCATION
- MBA, Haas School of Business, U.C. Berkeley
- BS Economics, Lehigh University
- CPA
