Innovative, Forward-Thinking Entrepreneurial CFO Grows Businesses and Increases EBITDA
Strategic Innovation
I am passionate about forming creative solutions to challenging problems. I create strategic business plans, involve company executives, and execute the plan to achieve outstanding results.
Increased Profitability
I have a track record of increasing profitability in companies through operation savings, raising capital, and maximizing business. In consolidated West Coast operations for Citicorp from multiple city locations and grew 25% of ongoing operating expenses.
Company Transformation
I have an entrepreneurial style that seeks out opportunity for improvement in all areas of a business. Through creative planning and increasing efficiency, I can transform a struggling business into a success. When I began to work with Hansen Investments, I raised assets/capital for one business from $900M to $2.5B in less than 18 months.
About Me
I have over 20 years of experience in global financial, operational, investments and business management. I am an honest, trustworthy, innovative, forward-thinking entrepreneurial CFO COO Executive. My executive career spans senior and middle management functions focusing on leadership, finance, administration, operations and technology. Throughout my career, I have managed many multi-disciplinary teams performing strategic analyses, as well as performing due-diligence into solving daily operational and technology problems. My industry experiences include Government, Banking, Investment, Real Estate, Consumer Products, Non-Profit and High Tech Manufacturing. In addition to my professional accomplishments, I cofounded an orphanage in the Philippines for children ages 1-18 and was formerly the president of the Rotary Club of Orinda.
Education
University of Chicago - Booth Business School
Finance
University of California, Berkeley - Haas Business School
Business Administration
Experience
2015 - 2016
Innovative CFO Management Consultant
CFO COO Consultants, Inc.
2011 - 2015
Chief Compliance Officer | Operations Strategist
Registered Investment Advisor
2011 - 2015
Chief Financial Officer | Chief Compliance Officer
Hammerman Capital Management
2003 - 2010
Managing Principal | Operations & Finance Administrator
RKB Investment Group
Skills
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