Chief Financial and Administrative Officer

• Jul 2021 - Present

Chair of the Audit and Finance Committee and Member of the Board of Directors

• Jun 2021 - Present

President

• May 2020 - Apr 2021

Chief Operating and Financial Officer

• Apr 2016 - Apr 2021

Cornerstone Capital was an SEC Registered Investment Advisor. investment advisor whose mission is to help investors achieve targeted environmental and social impact goals without sacrificing investment performance. Cornerstone was acquired by Pathstone in March 2021. I was a key member of the firm’s leadership team responsible for the design, enhancement, implementation, reporting, and oversight of the firm’s financials, operations, human resources and compliance. I led the sale of… Show more Cornerstone Capital was an SEC Registered Investment Advisor. investment advisor whose mission is to help investors achieve targeted environmental and social impact goals without sacrificing investment performance. Cornerstone was acquired by Pathstone in March 2021. I was a key member of the firm’s leadership team responsible for the design, enhancement, implementation, reporting, and oversight of the firm’s financials, operations, human resources and compliance. I led the sale of Cornerstone to Pathstone.

Chief Financial Officer

• 2013 - Aug 2016

Served as a primary advisor to the Executive Director and to the Board of Directors on financial and business matters. Responsible for overseeing the fiscal and fiduciary responsibilities for the organization, including responsibility for year-end financial activities, executive management reporting, developing and administering the annual budget, financial modeling, treasury responsibilities, audits and risk management activities. Served as a primary advisor to the Executive Director and to the Board of Directors on financial and business matters. Responsible for overseeing the fiscal and fiduciary responsibilities for the organization, including responsibility for year-end financial activities, executive management reporting, developing and administering the annual budget, financial modeling, treasury responsibilities, audits and risk management activities.

International CFO, Senior Vice President

• 2007 - 2012

Led the finance function of Christie's Americas and the worldwide operations of the Company’s diversified businesses (Christie’s International Real Estate, Christie's Fine Art Storage Services, and Christie’s Education). Reported to President of the US operations and Group CFO, based in London. 40+ direct and indirect reports. Led the finance function of Christie's Americas and the worldwide operations of the Company’s diversified businesses (Christie’s International Real Estate, Christie's Fine Art Storage Services, and Christie’s Education). Reported to President of the US operations and Group CFO, based in London. 40+ direct and indirect reports.

Vice President

• 2000 - 2007

Interpublic is a Fortune 500 holding company managing portfolio of operating companies in advertising, media, and communication services with total revenues of $6 billion. Held various roles within the finance organization in areas of Corporate Development, Financial Management and Risk Management. Interpublic is a Fortune 500 holding company managing portfolio of operating companies in advertising, media, and communication services with total revenues of $6 billion. Held various roles within the finance organization in areas of Corporate Development, Financial Management and Risk Management.

Director

• 1999 - 2001

Provided business advisory services, including target evaluation, strategic planning, structuring, acquisition due diligence, purchase agreement negotiation, post merger integration, and asset disposal analysis. Managed business advisory teams (consisting of 3 – 20 staff members) providing services to strategic and financial clients in wide variety of businesses and industries from start-up technology companies to mature companies. Provided business advisory services, including target evaluation, strategic planning, structuring, acquisition due diligence, purchase agreement negotiation, post merger integration, and asset disposal analysis. Managed business advisory teams (consisting of 3 – 20 staff members) providing services to strategic and financial clients in wide variety of businesses and industries from start-up technology companies to mature companies.

Asia Finance Director

• 1995 - 1998

Responsible for execution of the Company’s strategic plan to invest in and expand into Asian and Middle East markets. Closed 6 acquisitions with total value in excess of $3 billion. Led negotiations with partners, bankers and government regulators. Established new finance department for newly created regional headquarters overseeing all budgeting, forecasting and financial and management reporting for the operating and business development functions throughout the Asia… Show more Responsible for execution of the Company’s strategic plan to invest in and expand into Asian and Middle East markets. Closed 6 acquisitions with total value in excess of $3 billion. Led negotiations with partners, bankers and government regulators. Established new finance department for newly created regional headquarters overseeing all budgeting, forecasting and financial and management reporting for the operating and business development functions throughout the Asia region. Implemented financial system for newly established operations and transitioned acquired businesses to the Corporate system. Show less Responsible for execution of the Company’s strategic plan to invest in and expand into Asian and Middle East markets. Closed 6 acquisitions with total value in excess of $3 billion. Led negotiations with partners, bankers and government regulators. Established new finance department for newly created regional headquarters overseeing all budgeting, forecasting and financial and management reporting for the operating and business development functions throughout the Asia… Show more Responsible for execution of the Company’s strategic plan to invest in and expand into Asian and Middle East markets. Closed 6 acquisitions with total value in excess of $3 billion. Led negotiations with partners, bankers and government regulators. Established new finance department for newly created regional headquarters overseeing all budgeting, forecasting and financial and management reporting for the operating and business development functions throughout the Asia region. Implemented financial system for newly established operations and transitioned acquired businesses to the Corporate system. Show less

Manager

• 1987 - 1995

Provided audit and business advisory services to clients in industries including, high technology, telecommunications, oil & gas, industrial manufacturing, retailing, and real estate. Provided audit and business advisory services to clients in industries including, high technology, telecommunications, oil & gas, industrial manufacturing, retailing, and real estate.