Experience

Kaplan CFO Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Nov 2015 - Present

  Asheville, North Carolina Area Kaplan CFO Solutions is a team of veteran CFOs who provide financial and business leadership for western North Carolina’s growing companies and those in transition. With a unique business model, diverse professional network and extensive business management experience, we help companies overcome the challenges standing between you and your vision.



ASHEVILLE PIZZA & BREWING COMPANY, INC

• United States
• Food and Beverage Services
• 1 - 100 Employee

• CFO

  • Jan 2017 - Present

  Asheville, North Carolina Area Asheville’s third brewery opened in 1998 as a mash-up pizza joint, second-run movie theater, and brewpub, all wrapped up in a bright, happy, family-friendly space on Merrimon Avenue in North Asheville. A second brewpub, in downtown Asheville’s hip South Slope area, opened in 2006. That location now houses both our 15-barrel and 7-barrel brewhouses, plus plenty of shiny fermentation tanks from which some of Asheville’s most well-loved, creative, award-winning brews emerge. Asheville T-shirt is… Show more Asheville’s third brewery opened in 1998 as a mash-up pizza joint, second-run movie theater, and brewpub, all wrapped up in a bright, happy, family-friendly space on Merrimon Avenue in North Asheville. A second brewpub, in downtown Asheville’s hip South Slope area, opened in 2006. That location now houses both our 15-barrel and 7-barrel brewhouses, plus plenty of shiny fermentation tanks from which some of Asheville’s most well-loved, creative, award-winning brews emerge. Asheville T-shirt is part of the team and screen-prints fun! Our mission is great food, quality craft beer, excellent service and fun for all ages (kids, kids-at-heart, and canines). We’ve been keeping Asheville Hoppy since 1998! Show less



Bend of Ivy Lodge

• Co Owner

  • Jul 2014 - Present

  Marshall, NC Bend of Ivy Lodge is a retreat center specializing in personal growth, coaching workshops, health/wellness events, corporate retreats, meditation/yoga retreats, and intimate weddings. Located about 20 minutes north of Asheville, NC on 63 acres of land, the Lodge is nestled in the picturesque and peaceful Blue Ridge Mountains. Named after the Ivy River that flows past the land, Bend of Ivy Lodge is integrated into the natural surroundings. This integration is reflected in our strong commitment… Show more Bend of Ivy Lodge is a retreat center specializing in personal growth, coaching workshops, health/wellness events, corporate retreats, meditation/yoga retreats, and intimate weddings. Located about 20 minutes north of Asheville, NC on 63 acres of land, the Lodge is nestled in the picturesque and peaceful Blue Ridge Mountains. Named after the Ivy River that flows past the land, Bend of Ivy Lodge is integrated into the natural surroundings. This integration is reflected in our strong commitment to being carbon neutral and environmentally responsible. http://www.bendofivylodge.com/ Show less



Moog Music, Inc.

• Chief Financial Officer

  • Feb 2016 - Jul 2019

  Asheville, North Carolina Area Moog Music is a premier electronic music brand and has designed, engineered, manufactured and marketed a long line of world-renowned Moog Synthesizers over the past 50 years. Respected for amazing sound and quality by some of the greatest music artists in history, the Moog Synthesizer has generations of fans. In 2014, Moog was recognized by INC magazine as one of the fastest growing private companies in the country for a third consecutive year. Visit the website at… Show more Moog Music is a premier electronic music brand and has designed, engineered, manufactured and marketed a long line of world-renowned Moog Synthesizers over the past 50 years. Respected for amazing sound and quality by some of the greatest music artists in history, the Moog Synthesizer has generations of fans. In 2014, Moog was recognized by INC magazine as one of the fastest growing private companies in the country for a third consecutive year. Visit the website at http://www.moogmusic.com/ for more info. Show less



Altar'd State

• United States
• Retail
• 1 - 100 Employee

• Chief Financial Officer/Chief Operating Officer

  • Feb 2013 - Feb 2017

  Knoxville, Tennessee Area Fashion Focused, Cause Motivated Retailer and E-commerce Brand Altar'd State is an energetic fashion boutique that offers a distinctive shopping experience for women interested in the latest fashion finds, the most anticipated accessories and that next great gift. Altar'd State more than a store, it's a movement. Providing financial, strategic, and operational leadership for this fast-growing multi-channel brand. Responsibilities include Finance, Human Resources, IT… Show more Fashion Focused, Cause Motivated Retailer and E-commerce Brand Altar'd State is an energetic fashion boutique that offers a distinctive shopping experience for women interested in the latest fashion finds, the most anticipated accessories and that next great gift. Altar'd State more than a store, it's a movement. Providing financial, strategic, and operational leadership for this fast-growing multi-channel brand. Responsibilities include Finance, Human Resources, IT, Distribution/Logistics, Treasury, Loss Prevention and E-commerce. Created strategic planning, forecasting, budgeting, and human resource development processes. Established risk management, HR, Distribution/Logistics, IT steering and tax planning programs. Implemented strategies to improve cash flow and working capital in support of growth initiatives, and helped increase line of credit capacity 8-fold since 2013. Show less



PKF Clear Thinking LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Managing Director

  • Apr 2006 - Apr 2012

  Lead turnarounds, restructurings, process-improvement, and due diligence engagements for over 20 client companies in diverse industries. The clients ranged in sales volume from $15 million to $400 million and included some well-known brands like Crabtree & Evelyn, Lillian Vernon, Cranium, Loehmanns, and Danskin. Advised various clients on 4 refinancing transactions and 8 equity transactions, as well as a variety of process/profit improvement initiatives.



Rainbow Apparel, Inc

• CFO/CAO

  • Jan 2005 - Apr 2006

  Managed all financial, operations, logistics, and administrative areas for this $750+ million national retailer/manufacturer with 1,000+ stores and over 10,000 employees.



Franks Nursery & Crafts, Inc.

• Sr. VP - CFO & Treasurer

  • Jun 2002 - Dec 2004

  Troy, MI Led financial, strategic, planning, and administrative functions of this publicly traded, $315 million chain of retail stores offering lawn, garden, and home décor products. Navigated the company through complex financial challenges in a highly leveraged environment. Reported directly to Chairman/CEO and interacted and presented frequently to the Board of Directors. Also assisted in Frank’s transition into a subsidiary of Kimco Realty, Corp. (NYSE: KIM) currently operated as a real estate… Show more Led financial, strategic, planning, and administrative functions of this publicly traded, $315 million chain of retail stores offering lawn, garden, and home décor products. Navigated the company through complex financial challenges in a highly leveraged environment. Reported directly to Chairman/CEO and interacted and presented frequently to the Board of Directors. Also assisted in Frank’s transition into a subsidiary of Kimco Realty, Corp. (NYSE: KIM) currently operated as a real estate entity with 35 properties. Show less



The Body Shop

• United Kingdom
• Retail
• 700 & Above Employee

• CFO - VP Finance & HR

  • 1997 - 2002

  Led the financial turnaround of the Co. from five years of losses totaling almost $100 million to 3+ years of consecutive profitability. Responsible for managing all finance and human resource operations for the $250 million North American region of international skin & personal care multi-channel retailer/manufacturer/wholesaler/franchisor. • Developed/managed staff of 36 supporting 430 stores, 30 franchisees, and 2,000 employees.



Footlocker Inc.

• Senior Director Finance

  • Jan 1995 - Jan 1997

  Held key divisional responsibilities for this $6 Billion international specialty and mass merchandise retailer with 4,000 stores. • Developed, implemented and spearheaded a profit improvement program, which resulted in first year savings of $50 million from the prior year, and $25 million versus budget. • Over 60 key actions or programs were initiated with special emphasis on payroll productivity and overhead reductions. Created new budget and forecasting tools to supplement program.



Accessory Place, Inc.

• Controller

  • Jan 1991 - Jan 1995