Experience

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  Oxygen Funding LLC

  • Lake Forest, CA

  • Chief Executive Officer

    • Jul 2017 - Present
    • Lake Forest, CA

    We are dedicated to providing professional underwriting and daily customer service support to the clients of our funding partners. Partners include other financing companies, investors that fund deals, and brokers who wish to fund deals. These same partners who wish to extend their capitalization may additionally access funding by using our participation fund. For select factoring partners we can also provide co-factoring service.

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  Oxygen Funding, Inc.

  • President and CEO

    • Mar 2017 - Present

    We are a direct funder of specialized financing products ideally suited to growing businesses nationwide. Our team is first focused on understanding each client's specific challenges and needs. From that we craft the best fit financing product or combination of products. We self-fund factoring, vendor procurement lines of credit, revenue lines of credit and equipment leasing. Our affiliate relationships allow us to participate on supporting lines of business such as cash advance and term lending.

  • EVP & COO

    • Oct 2007 - Feb 2017

    I created our operations and systems processes and have continuing direct responsibility for all aspects of operations and systems. I share responsibility for all strategic planning and execution, hiring, marketing, sales, as well as investor relations. I am excited and proud to be a part of this great business concept.

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  FHF Associates

  • Lake Forest, CA

  • President and CEO

    • Jan 2018 - Dec 2018
    • Lake Forest, CA

    We are a Commercial Finance Broker dedicated to the principles of Fair pricing and Honest dealings. We are committed to first and foremost help our clients improve their ability to grow their businesses profitably. Challenges exist in every business and we specialize in crafting financing solutions that best fit to solve those challenges. Our clients range from startups to established firms.

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  WIN2 Partners

  • Groups meet around California

  • Founder

    • Aug 2014 - Aug 2016
    • Groups meet around California

    Win² Partners is a membership organization comprised of business professionals who consistently exhibit both integrity and high level advocacy for their clients and referral partners. We exist to create and nurture deep and solid Win-Win relationships for our members.

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  Meadowbrook Insurance Group

  • VP - Information Services

    • Jul 1997 - Sep 2006

    Crest became a division of MIG which was a public corporation. My corporate focus included systems standardization, corporate compliance, and Sarbanes-Oxley compliance. My divisional focus included new profit center creation and new program implementation. My responsibilities included all of the former plus advertising and marketing, president of our trade association, and retail sales metrics and management.

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  Crest Financial Corporation

  • VP - Information Systems

    • Oct 1986 - Jul 1997

    Executive level planning, operational, and IT leadership roles. First, refinement of top-level business planning and targets. Second, systems design, development (inhouse and outsourced), implementations, and training. Third, creation of metrics, development of synergy, maximize the profitability of the existing organization.