Experience

Treasury4

• United States
• Software Development
• 1 - 100 Employee

• Co-Founder, President & CEO

  • Jul 2020 - 3 years 6 months

  Spokane, Washington, United States Treasury4 is an enterprise Financial Technology company dedicated to delivering high-value solutions that fundamentally improve treasury and finance processes for organizations worldwide. We aim to reimagine the way finance and treasury data is used and visualized.



Washington Trust Bank

• United States
• Banking
• 700 & Above Employee

• Member, Board of Directors

  • Jan 2006 - 18 years

  Spokane, Washington Area



Rohinni

• United States
• Design Services
• 1 - 100 Employee

• Member, Board of Directors

  • Feb 2019 - 4 years 11 months

  Liberty Lake, Washington



Stay Alfred

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• President and CFO

  • May 2019 - Nov 2019

  Spokane, Washington Area



Lakeside Capital Group

• Chief Executive Officer

  • Jan 2015 - Dec 2018

  Spokane, Washington Area



Itron, Inc.

• United States
• Utilities
• 700 & Above Employee

• EVP and Chief Financial Officer

  • 2005 - 2014

  Spokane, Washington Area Responsible for the Finance organization including Controllership, Compliance, Financial Reporting, Financial Planning & Analysis, Treasury, Tax, Internal Audit and Investor Relations. Responsible for securing capital to support growth, raising over $2 billion including $770 million in Common Stock offerings, $345 million in Convertible Senior Subordinated Notes, Multicurrency First Lien Term Loan Facility ($605 million, €335 million, £50 million), and $120 million Section 3(a)(9)… Show more Responsible for the Finance organization including Controllership, Compliance, Financial Reporting, Financial Planning & Analysis, Treasury, Tax, Internal Audit and Investor Relations. Responsible for securing capital to support growth, raising over $2 billion including $770 million in Common Stock offerings, $345 million in Convertible Senior Subordinated Notes, Multicurrency First Lien Term Loan Facility ($605 million, €335 million, £50 million), and $120 million Section 3(a)(9) exchange offer of Convertible Senior Subordinated Notes for Common Stock. In first year as CFO, became Executive sponsor to implement Oracle as ERP system. Subsequently acted as Executive sponsor for a multi-year rollout of a single instance of Oracle worldwide, to replace 60 separate instances of a manufacturing/ERP system. Recruited and built experienced global finance team to support $1.7 billion international acquisition of Actaris ($1 billion in revenue, 6,000 employees, 60 locations in 30 countries) in 2007. Transformed Finance organization from a U.S.-centric team into a global compliance, planning and business support platform. Executive sponsor to evaluate and implement a Global Shared Service Center (GBS) in Cork, Ireland. Directly involved in 39 consecutive earnings releases and SEC filings over a ten-year period. Received CFO of the Year Award, Public Companies category, from Puget Sound Business Journal in 2009. Show less



Itron, Inc.

• United States
• Utilities
• 700 & Above Employee

• Vice President, International

  • 2002 - 2004

  Spokane, Washington Area Responsible for international business strategy with offices and staff in France, Netherlands, Japan, Mexico and Australia. Involved in sales and client management, definition of market requirements, strategic business plans and establishing business alliances in Japan and Brazil.



LineSoft Corporation

• Chief Financial Officer

  • 2000 - 2002

  Spokane, Washington Area Responsible for building out financial accounting and reporting capabilities as well as Treasury, Tax, budgeting and forecasting, human resources, information technology, and legal in fast growth, entrepreneurial environment. Directly involved in negotiating and drafting software and service contracts. Established new set of standard contracts to support software sales, services and maintenance and to comply with GAAP requirements for revenue recognition. Led process to sell… Show more Responsible for building out financial accounting and reporting capabilities as well as Treasury, Tax, budgeting and forecasting, human resources, information technology, and legal in fast growth, entrepreneurial environment. Directly involved in negotiating and drafting software and service contracts. Established new set of standard contracts to support software sales, services and maintenance and to comply with GAAP requirements for revenue recognition. Led process to sell company to Itron, Inc. in 2002. Actively involved in negotiations, due diligence and deal structure including working with venture capital firm, outside counsel and investment banks. Show less



SS&C Technologies

• United States
• Software Development
• 700 & Above Employee

• Senior Vice President, International

  • 1996 - 2000

  London, United Kingdom Promoted to Vice President – International/Europe and relocated to London in 1996. Responsible for building from early stages the infrastructure for SS&C’s international operations including: - Creation of legal entities and facilities setup - Recruitment of over 60 staff in sales, marketing, services, R&D and accounting - Direct involvement in sales and client management, winning clients in 20+ countries - Definition of market requirements, product localization and business… Show more Promoted to Vice President – International/Europe and relocated to London in 1996. Responsible for building from early stages the infrastructure for SS&C’s international operations including: - Creation of legal entities and facilities setup - Recruitment of over 60 staff in sales, marketing, services, R&D and accounting - Direct involvement in sales and client management, winning clients in 20+ countries - Definition of market requirements, product localization and business plans Accomplishments - Grew London revenues by over 1,600% in three years - Signed thirty-five new clients in Europe, Middle East and Africa including major multinational insurance companies, banks and asset managers - Identified and spearheaded acquisition of Mabel Systems BV, a leading Dutch investment software vendor, in 1997 - Opened offices in Singapore and Tokyo in 1999 - Helped elevate SS&C’s status from a startup to a major participant in the investment software market with full-service international operations - Promoted to Senior Vice President – EMEA in 1997; Promoted to Senior Vice President – International (taking on additional responsibility for Asia) in 1999

• Account Executive

  • 1993 - 1996

  Greater Seattle Area