Gerard Wen
CFO and Business Development at Albin Engineering Services, Inc.- Claim this Profile
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Bio
Experience
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Albin Engineering Services, Inc.
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United States
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Staffing and Recruiting
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1 - 100 Employee
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CFO and Business Development
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2014 - Present
San Francisco Bay Area
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Board Member and Chair of Communications & Marketing
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Jan 2015 - Dec 2015
San Francisco Bay Area * Recruited members to be on the Committee * Working with the Committee and Board of Directors, set up newsletter content for each issue * Established timetable for quarterly newsletter * Trained Committee members on setting up Event web pages and sending out email invitations to Events * Worked with sub committee on the start of the website refresh
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Board Member and Chair of Membership
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Jan 2014 - Dec 2014
San Francisco Bay Area * Oversaw membership retention and growth * Established Membership Committee and allocated tasks and responsibilities to individual committee members * Program champion for 49er stadium tour * Program champion for EB-5 (visa program for foreign investors) Overview event * Program champion for Inbound Asian Investments event * Established a new Membership Plus category for 2015 * Oversaw Co-Treasurers work
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Treasurer and Board Member
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2013 - 2014
San Francisco Bay Area * Set up Wild Apricot membership software in 2012 prior to joining the Board in 2013 and being elected as Treasurer. Added advance registration and credit card processing. * Installed financial controls and processes; produced monthly financial statements; worked on filing of Federal and California-mandated filings
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Chief Administrative Officer & Business Development
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2011 - 2014
San Francisco Bay Area Helping to support its growth by building a financial and human resource infrastructure. Expanding our reach into the commercial and business property owners, facility managers, and property management companies. Handle the functions of an IT help desk, supporting local and remote users. Worked with the California Public Utility Commission (CPUC), California Highway Patrol (CHP), Department of Motor Vehicles (DMV), insurance carrier, consultant for drug test sampling and training, and… Show more Helping to support its growth by building a financial and human resource infrastructure. Expanding our reach into the commercial and business property owners, facility managers, and property management companies. Handle the functions of an IT help desk, supporting local and remote users. Worked with the California Public Utility Commission (CPUC), California Highway Patrol (CHP), Department of Motor Vehicles (DMV), insurance carrier, consultant for drug test sampling and training, and California Secretary of State to obtain all the necessary paperwork, inspection, etc. to start Legend Limousines. Show less
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Voice Carrier
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United States
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Telecommunications
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1 - 100 Employee
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Business Development
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2009 - 2011
San Francisco Bay Area Joined Voice Carrier (formerly known as Ring Carrier), doing outside sales and outreach to SMB (small to medium businesses) market and enterprises, as our application is scaleable from 2 employees up to 2,000 employees. The Company was co-founded by one of my retired TAB (The Alternative Board) member
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American Red Cross
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United States
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Non-profit Organizations
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700 & Above Employee
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Board Member, Northern California Blood Services Region
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2007 - 2011
San Francisco Bay Area
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Chair, Pacific Service Area Resource Council
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2004 - 2007
Sacramento, California Area
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Chair, National Committee on Nominations
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2003 - 2004
Washington D.C. Metro Area
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The Alternative Board (Worldwide)
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United States
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Business Consulting and Services
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100 - 200 Employee
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President
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2003 - 2010
San Francisco Bay Area Bringing together local peer advisory Boards of Directors for small-medium businesses (SMBs) made up of Presidents, owners, and CEO's from non-competing businesses. These key decision-makers help their businesses prosper by exchanging ideas, providing advice, avoiding business mistakes, and offering solutions and strategies to their business problems, challenges, and opportunities. • Some of our members have reported sales increases of 30% to 40% in less than 1 year of TAB membership •… Show more Bringing together local peer advisory Boards of Directors for small-medium businesses (SMBs) made up of Presidents, owners, and CEO's from non-competing businesses. These key decision-makers help their businesses prosper by exchanging ideas, providing advice, avoiding business mistakes, and offering solutions and strategies to their business problems, challenges, and opportunities. • Some of our members have reported sales increases of 30% to 40% in less than 1 year of TAB membership • Facilitate monthly TAB Board meetings • Coach TAB members on a monthly basis Show less
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San Jose Laser, Inc.
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United States
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Medical Device
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Officer and Investor
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2007 - 2009
San Francisco Bay Area San Jose Laser, Inc. specializes in precision laser cutting. We use state-of-the-art Mitsubishi laser machines to cut out your precise patterns, details, holes, etc. for your jobs. Besides precision and quality, you want the efficiency and speed of lasers. We cut steel, stainless steel, aluminum, copper, other metals, and many non-metals such as plastic, wood, and rubber. Our smallest job is 1 piece. Our largest job is several thousand pieces. We work with a variety of people… Show more San Jose Laser, Inc. specializes in precision laser cutting. We use state-of-the-art Mitsubishi laser machines to cut out your precise patterns, details, holes, etc. for your jobs. Besides precision and quality, you want the efficiency and speed of lasers. We cut steel, stainless steel, aluminum, copper, other metals, and many non-metals such as plastic, wood, and rubber. Our smallest job is 1 piece. Our largest job is several thousand pieces. We work with a variety of people, including those in high tech industry and biotech companies, vehicle aftermarket parts manufacturers, solar and other alternative energy enterprises, machine shops, sheet metal businesses, hobbyists, interior designers, contractors, individuals, inventors, students, sign companies, etc. Our mission is "Harnessing the Power of Light to Deliver Top Quality Products". Show less
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President
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2006 - 2007
San Francisco Bay Area
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Interim Executive
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2001 - 2002
San Francisco Bay Area
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American Red Cross
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United States
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Non-profit Organizations
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700 & Above Employee
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Chair, Bd Dev Committee, Palo Alto Area Chapter
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2000 - 2002
San Francisco Bay Area
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Council Member, California State Service Council
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1995 - 2002
California
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Treasurer, Palo Alto Area Chapter
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1995 - 1997
San Francisco Bay Area
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ISP
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Chemical Manufacturing
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700 & Above Employee
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Interim Executive
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2000 - 2001
Mountain View, CA
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Chapter Chair
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1998 - 2000
San Francisco Bay Area
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Green Valley
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Netherlands
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Software Development
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100 - 200 Employee
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President
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1997 - 1999
San Francisco Bay Area Over a 13-year span: Held full P&L responsibility for strategic planning, organizational leadership, marketing, business development, contracts, negotiations, policy and HR. Led a 10 senior management and a 145-employee enterprise. • Spearheaded 27 acquisitions, joint ventures, multi-year contracts and contract extensions representing $525 million in new business. • Built the business from one to six operations and revenues from $8 million to $25 million. • Acquired a regional… Show more Over a 13-year span: Held full P&L responsibility for strategic planning, organizational leadership, marketing, business development, contracts, negotiations, policy and HR. Led a 10 senior management and a 145-employee enterprise. • Spearheaded 27 acquisitions, joint ventures, multi-year contracts and contract extensions representing $525 million in new business. • Built the business from one to six operations and revenues from $8 million to $25 million. • Acquired a regional business and grew revenues from $3.5 million to $10 million. • Participated in the launching of a start-up of a $25 million joint venture. Show less
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Green Valley
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Netherlands
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Software Development
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100 - 200 Employee
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CFO / Assist. GM to CFO / General Manager
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1987 - 1996
San Francisco Bay Area
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President
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1985 - 1986
San Francisco Bay Area
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KPMG US
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United States
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Financial Services
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700 & Above Employee
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Partner
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1984 - 1986
San Francisco Bay Area Successor firm to KMG Main Hurdman, which had acquired John F. Forbes & Company, where Gerard joined as a staff member. Developed business and managed key client relationships spanning private and publicly traded companies across the manufacturing, high-tech, service, distribution, retail, construction and non-profit industries. Partnered clients on multiple transactions (acquisitions, IPO), financial systems and technology upgrades, and financial/operational audits. Administered SEC… Show more Successor firm to KMG Main Hurdman, which had acquired John F. Forbes & Company, where Gerard joined as a staff member. Developed business and managed key client relationships spanning private and publicly traded companies across the manufacturing, high-tech, service, distribution, retail, construction and non-profit industries. Partnered clients on multiple transactions (acquisitions, IPO), financial systems and technology upgrades, and financial/operational audits. Administered SEC reporting/compliance, and positioned a high-tech company for successful IPO. Show less
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Audit Manager
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1982 - 1984
San Francisco Bay Area
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Education
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University of California, Berkeley
B.S. -
Robert Louis Stevenson
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Junipero Memorial High School
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St. Angela's School
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Sandler Sales Training