Financial Sales

EXECUTIVE PROFILE

Versatile financial executive with proven success developing new businesses, raising capital, setting strategic direction, divesting assets, developing people and driving efficient growth across multiple industries:

Business development

Capital raising

Private equity

Mergers and acquisitions

Board presentations

Product launch

Company integrations

Asset divesture

Joint ventures

Outsourcing

Credit management

Sales management

International business

Investor relations

Contract negotiations

Strategic planning

SEC reporting

Public accounting

INDUSTRY EXPERIENCE

Financial services

Software

Manufacturing

Electronics

Biotechnology

Telecommunications

PROFESSSIONAL EXPERIENCE

PeopleSpace, Inc. Newport Beach, CA 9/2017 - present

Privately held design, engineering, manufacturing and installations company.

Chief Financial Officer, Corporate Secretary, Board Member

Strategic Accomplishments:

Increased revenue 240% in two years through organic growth and acquisitions

Restructured the organization to increase profitability supporting top line growth 20% organically

Negotiated and executed partial sale/joint venture to strategic partner

Negotiated and executed acquisition increasing annual revenue $60M

Raised $31M in debt and equity

Orange County Business Journal 2019 CFO of the Year Nominee

Operational:

Responsible for all financial aspects and treasury functions ($180 million annual sales)

Human Resources and Legal administration

Entrepreneurial Operating Systems (EOS) business management

Implemented NetSuite ERP system

Treasury Management Functions

Mobilitie Newport Beach, CA 2014 – 8/2017

Privately held wireless telecommunications company.

President, Financial Services

Strategic Accomplishments:

Initiated $950 million contract and launched new business growing to $400 million in annual revenue achieving 18% EBITDA

Negotiated international leasing joint-venture

Launched financial services business ($300 million assets under management)

Secured $500 million in capital (debt and equity)

Identified, negotiated, and funded $84 million asset acquisition

Operational:

Private Equity (Shamrock) management and governance

Capital management / Portfolio re-capitalization

Financial management for multi-billion-dollar international businesses including the development of strategic plans, policy deployment, and annual budgets

Developed action plans, initiated corrective actions, minimized impact of negative variances, and delivered on financial targets

Recruited key executives and built 1,200-person organization

Customer relations and business development

Sprint / Clearwire Corporation Bellevue, WA 2010 – 2014

Publicly traded wireless telecommunications company.

Director of Finance, Operations & Strategic Planning

Strategic Accomplishments:

Spearheaded outsourcing program resulting in $190 million in savings (35% cost reduction)

Initiated 15% reduction in force anticipating changing business climate ($30 million annual savings)

Launched new business segment (from concept to product) with $100 million in potential revenue

Due diligence for strategic alternatives; joint ventures, partnerships, and divesture

Operational:

Responsible for financial management of $2.8 billion spend for nationwide 4G network

Financial modeling, due diligence, presentations, and negotiations with strategic investors

Lead for integration activities for the Sprint acquisition of Clearwire

Built finance organization in multiple locations, hired team and established best practices driving accountability and financial visibility throughout the organization (team of 25+)

Hyperion Essbase design and implementation

Established controls, policies, and procedures to ensure financial commitments were aligned with the company’s annual goals and strategic initiatives

JP Morgan Chase / Washington Mutual Seattle, WA 2006 – 2010

Publicly traded financial services company.

Vice President, Finance - Commercial Group

Strategic Accomplishments:

Managed through business downturn to maintain profitability; pro-actively right sized the business to meet market needs by initiating an 8% reduction in force recognizing $11 million in savings

Exited non-core 1031 exchange business driving efficiencies and re-focusing on strategic priorities

Led bank integration efforts adapting best practices, synergies, and elimination of redundancies

Operational:

Financial management of Commercial Segment including; strategic planning, annual budget, and operating plans ($40 billion in assets and $855 million in revenue)

Board of directors and investor relations presentations

Partnered with Chief Risk Officer to establish credit principles and set underwriting guidelines balancing credit risk with profitable lending

Streamlined loan approval process eliminating waste, improving customer satisfaction, and standardizing loan requirements creating competitive advantage in loan closing process

Implemented new funds transfer pricing policies to ensure product profitability

Redesigned finance group – identified requirements and established roles (team of 20+)

Finance integration lead for acquired banks, designed and led integration plans for finance organization

Progressive management and senior level roles in technology and service companies 1996 – 2006

Fluke Corporation (a Danaher company) (publicly traded electronics manufacturer)

Philips Medical Systems, NA (publicly traded medical imaging manufacturer)

InterlinQ Software Corporation (publicly traded software-as-a-service company)

EKOS Corporation (private medical device start-up)

Leon Snead & Company, P.C. (private audit and tax CPA firm)

EDUCATION / CERTIFICATIONS

Salisbury University, Salisbury, Maryland 1995

Bachelor of Science in Accounting

Certified Public Accountant, State of Maryland 1996

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