Experience

OwnersEdge, Inc.

• United States
• Capital Markets
• 1 - 100 Employee

• President

  • Oct 2021 - Present

  Based in Waukesha, Wisconsin, OwnersEdge is a 100% employee-owned ESOP holding company that strives to invest in and build sustainable companies throughout the Midwest. The operating companies within our portfolio utilize their industry expertise to drive expansion and create value for our stakeholders including customers, communities and our employee owners. Companies in our portfolio provide diverse products and services and encompass a variety of business segments. As we evaluate future… Show more Based in Waukesha, Wisconsin, OwnersEdge is a 100% employee-owned ESOP holding company that strives to invest in and build sustainable companies throughout the Midwest. The operating companies within our portfolio utilize their industry expertise to drive expansion and create value for our stakeholders including customers, communities and our employee owners. Companies in our portfolio provide diverse products and services and encompass a variety of business segments. As we evaluate future acquisitions, we consider healthy companies that leverage technology as a growth driver and have the potential to complement our current offerings or add diversity to our portfolio in new ways. Our portfolio currently includes five companies – Asche & Spencer, BAYCOM, CC&N,Implecho and QComp Technologies – and our growth plan is to add five more. At the heart of our success is the unique dedication of each employee. As employee owners, they seek to deliver an outstanding customer experience. With our motto of “Owning It” in mind, we believe that our value results from enriching our customers’ success. Each company in our portfolio is chartered with growth goals and initiatives designed to build the value of our ESOP employee owners so they have a path to reach their American Dream.

• Chief Financial Officer

  • Jan 2015 - Present

  Brookfield, wi



Mounds Pet Food Warehouse

• United States
• Retail
• 1 - 100 Employee

• Director Board Of Directors

  • Aug 2020 - Present



Wellness Council of Wisconsin (WCWI)

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Board of Director/Treasurer

  • Sep 2011 - Feb 2021

  Milwaukee, WI



CC&N (until CC&N became affiliate of OwnersEdge)

• VP of Finance

  • Apr 2013 - Dec 2014

  Pewaukee, WI



The Mark Travel Corporation

• Corporate Controller

  • Jun 2012 - Apr 2013

  Greater Milwaukee Area



Wild Marketing Group

• United States
• Advertising Services
• 1 - 100 Employee

• CFO / COO

  • Apr 2007 - Jun 2012



Tarsus Expositions

• CFO of US Operations

  • Oct 2005 - Apr 2007



Landmark Healthcare Facilities

• CFO

  • Feb 2003 - Oct 2005

  Real Estate development of healthcare facilities



von Briesen & Roper, s.c.

• United States
• Legal Services
• 200 - 300 Employee

• CFO

  • May 1993 - Feb 2003



Arthur Andersen

• Accountant

  • Jan 1990 - May 1993