Experience

The Bardstown Bourbon Company

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Retired CFO

  • Aug 2023 - 5 months

  Bardstown, Kentucky, United States

• CFO

  • Jan 2020 - Aug 2023

  Louisville, Kentucky Area Set on 100 acres of active farmland in the heart of the Bourbon Capital of the World®, The Bardstown Bourbon Company produces the highest-quality Kentucky bourbon, whiskey, and rye brands and offers custom whiskey production through our one-of-a-kind Collaborative Distilling Program. We are the first Napa Valley style destination on the Kentucky Bourbon Trail® to combine distilling, culinary, and beverage expertise to create a modern, authentic bourbon experience.



Tri-Arrows Aluminum, Inc.

• CFO

  • May 2018 - Oct 2019

  Louisville, Kentucky Area Premium aluminum sheet manufacturer supplying the beverage container industry.



University of Louisville

• United States
• Higher Education
• 700 & Above Employee

• Interim Associate Vice President - Finance/Controller

  • 2016 - 2017

  Louisville, Kentucky Area Contracted to introduce and enhance internal and external reporting and analytics.



Keurig Green Mountain, Inc.

• United States
• Food & Beverages
• 400 - 500 Employee

• Vice President, CFO - North America

  • 2015 - 2016

  Burlington, Massachusetts



Brown-Forman

• United States
• Beverage Manufacturing
• 700 & Above Employee

• SVP, Director Regions and Brands Finance

  • 2013 - 2015

  Louisville, Kentucky Area Reporting to CFO, drove financial performance through regional and brand finance team; led global corporate planning processes, annual budgeting and intra-year performance-based course adjustments; set annual performance goals for corporate, global brands and regions; determined key growth opportunities and allocate resources accordingly. Communicated company performance to executive leadership and Board of Directors. Coordinated with accounting and investor relations for external reporting.… Show more Reporting to CFO, drove financial performance through regional and brand finance team; led global corporate planning processes, annual budgeting and intra-year performance-based course adjustments; set annual performance goals for corporate, global brands and regions; determined key growth opportunities and allocate resources accordingly. Communicated company performance to executive leadership and Board of Directors. Coordinated with accounting and investor relations for external reporting. Directed efforts of global finance team of 200+, including 4 global brand teams and 6 regional finance directors. Co-Chair Planning & Operating Council – subcommittee of Executive Leadership Team that manages the corporate P&L; Total Shareholder Return during tenure outstripped S&P 500, consumer staples and spirits competitors

• Director of Regional Operations and Strategy

  • 2012 - 2013

  Louisville, Kentucky Area Strategic commercial project director and thought partner to COO. Created continuing forum to connect Managing Directors of corporation’s largest markets on relevant operational matters and sharing of best practices; created market prioritization model to identify areas of significant growth opportunity and attending risks to facilitate risk / reward trade-off conversations.

• VP, Area Director - Central Europe

  • 2009 - 2012

  Prague, Czech Republic Responsible for sales, marketing and finance operations in 23 markets including Czech and Slovak Republics, Hungary, West Balkans, Netherlands, Switzerland and Austria; managed team of 50. Built and developed high-performing team and consistently grew business in the face of significant regional recession; identified priority brand and market opportunities and directed resources accordingly; shaped multiple route-to-consumer strategies ranging from traditional third-party agreements to… Show more Responsible for sales, marketing and finance operations in 23 markets including Czech and Slovak Republics, Hungary, West Balkans, Netherlands, Switzerland and Austria; managed team of 50. Built and developed high-performing team and consistently grew business in the face of significant regional recession; identified priority brand and market opportunities and directed resources accordingly; shaped multiple route-to-consumer strategies ranging from traditional third-party agreements to own-distribution.

• Finance Director, Asia Pacific

  • 2006 - 2009

  Sydney, Australia Directed all planning, reporting, accounting, tax and analytical processes for Asia-Pacific region. Led strategic analysis of Chinese and Indian businesses to explore growth opportunities and route-to-market planning; spearheaded business case development for numerous operating decisions including pricing, innovation and route-to-consumer options.

• VP Corporate Development

  • 1997 - 2006

  Louisville, Kentucky Area Led merger, acquisition and divestiture efforts globally; Identified, analyzed and sought corporate approval for numerous strategic acquisition opportunities. Successful acquisitions included Chambord Royale Liqueur, Finlandia Vodka and Tuaca Italian Liqueur brands in addition to divestitures of Glenmorangie Scotch equity holdings and Lenox China. Created a highly skilled staff of MBA talent with a focus on teamwork, strategic thinking, rigorous analytics and effective communication.



Bowles, Hollowell, Conner & Co.

• Associate

  • 1994 - 1997

  Charlotte, North Carolina Area Investment bank focused on mergers and acquisition advisory services to middle-market-sized companies Conducted due diligence, prepared company valuations, drafted offering materials, created client presentations and participated in negotiation of transaction terms in merger, acquisition, and private finance transactions. Industries included manufacturing, automotive, aeronautics, media, furniture and paper/packaging.



Trans Leasing International

• Financial Analyst

  • 1992 - 1993

  Northbrook, Illinois



First Union National Bank

• Banking
• 1 - 100 Employee

• Assistant Vice President

  • 1989 - 1992

  Charlotte, North Carolina Area