Experience

C Squared Solutions LLC

• United States
• Software Development

• Principal

  • Jul 2018 - Present

  The C Squared Solutions team is composed of experienced former CEOs, COOs, and CFOs to both public and private companies. We solve the most complex and pressing challenges facing today’s business leaders; including improving cash flow, profitability, and enterprise value. Our experience comes through multiple M&A transactions, such as SPACS, rescuing stalled operations, recapitalizing companies, starting up new divisions, and building companies from the ground up. Along these journeys, we have mentored many people who remain friends today. Show less


Reynolds Polymer Technology
• United States
• Plastics Manufacturing
• 1 - 100 Employee
• Chief Financial Officer

  • Apr 2019 - Apr 2020

Energes Services, LLC
• United States
• Oil and Gas
• 1 - 100 Employee
• Chief Financial Officer

  • Jan 2014 - Jul 2018


Merritt Colorado, LLC

• Chief Financial Officer

  • 2012 - Dec 2013

  Largest manufacturer and installer of architectural millwork in Colorado region. Phase 1 - We completed sale of assets of distressed operations, and I played a central role in the transaction. Phase 2 - I am an integral part of new company, including financial planning and modeling, and establishment of new financing. I am a leader to upgrade ERP system, from estimating through financials. I have developed financial and operations analysis, and implemented measures to improve financial performance. Show less



Financial Leadership

• United States
• Financial Services
• 1 - 100 Employee

• CFO / Chief Financial Officer

  • Jan 2011 - May 2012

  Successful and creative executive with 25+ years leading highly talented teams of finance and accounting professionals, as well as leading operations, production, and sales administration. Accomplishments include strategy development and implementation, debt and equity capital raising for business growth, restructuring of companies and departments, team building and staff development, mergers and integrations, business process improvement and cost reductions, SEC reporting, and installation of ERP systems. Organizations served have manufactured heavy capital equipment, medical devices, scientific instruments, high tech products, food, and delivered business services. These organizations have been publicly traded, privately owned, private equity group and venture capital portfolio companies. Background includes operations and administration experience in Western Europe, South America, and Japan. Managed treasury operations with foreign subsidiaries, and completed international transactions. Completed exports through Small Business Administration financing program. Show less



Tatum, LLC

• Construction
• 1 - 100 Employee

• CFO and Financial Leadership Partner

  • Jul 2001 - Apr 2011

  National executive services firm specializing in Chief Financial Officer (“CFO”) services. Perform and execute financial leadership and interim management engagements. Develop, improve, and implement strategic and tactical plans based on CEO or company vision. Analyze and integrate acquisitions, prepare for sale or public offering, manage complex debt agreements and business structures, measure and improve business performance and reduce costs, lead and mentor staff, and improve reporting systems. Show less



Concrete Technologies Worldwide (Tatum Client)

• Consulting CFO

  • Feb 2009 - Dec 2009

  Private Equity Group portfolio company manufacturing material handling equipment for production of large concrete pipes, and similar products. Private Equity Group portfolio company manufacturing material handling equipment for production of large concrete pipes, and similar products.



Wheat Montana Farms, Inc. (Tatum Client)

• Interim CFO/ Chief Financial Officer

  • Feb 2008 - May 2008

  Private Equity Group portfolio company with operations in wheat farming, milling, bakery, and quick serve restaurants. Private Equity Group portfolio company with operations in wheat farming, milling, bakery, and quick serve restaurants.



Sunward Corporation (Tatum Client)

• CFO/ Chief Financial Officer

  • Sep 2006 - Feb 2008

  National manufacturer and distributor of pre-fabricated metal building structures for commercial, agricultural and residential markets. National manufacturer and distributor of pre-fabricated metal building structures for commercial, agricultural and residential markets.



HB Management Group, Inc. (Tatum Client)

• Vice President

  • 2001 - 2006

  Business and personal services firm offering large-site industrial cleaning and personal in-home care services to elderly and disabled. Company employed about 1,400, and grew over 25% during my tenure. Business and personal services firm offering large-site industrial cleaning and personal in-home care services to elderly and disabled. Company employed about 1,400, and grew over 25% during my tenure.



Laser Marking Technologies, Inc.

• General Manager and CFO/ Chief Financial Officer

  • 2000 - 2001

  Developer and manufacturer of laser marking systems for national and international distribution. Developer and manufacturer of laser marking systems for national and international distribution.



Charles P. Salzman, CPA

• Principal

  • 1995 - 2000

  • Strategic business planning and raising of capital • Four acquisitions, including due diligence process and subsequent integration • Corporate accounting and financial management, SEC reporting Companies served include Coors, Alcoa, Qualmark, CET Environmental. • Strategic business planning and raising of capital • Four acquisitions, including due diligence process and subsequent integration • Corporate accounting and financial management, SEC reporting Companies served include Coors, Alcoa, Qualmark, CET Environmental.



Otsuka Electronics USA, Inc.

• Chief Financial Officer

  • Jun 1992 - Jun 1995

  High technology manufacturer of nuclear magnetic resonance imaging and spectroscopy equipment serving the global medical diagnostic and analytical instrumentation markets. High technology manufacturer of nuclear magnetic resonance imaging and spectroscopy equipment serving the global medical diagnostic and analytical instrumentation markets.



Advanced Forming Technology, Inc.

• Senior Finance Officer

  • May 1988 - May 1991

  Equity and debt transactions, installation of ERP system, responsible for all accounting and finance, and HR. Equity and debt transactions, installation of ERP system, responsible for all accounting and finance, and HR.


Hello Yellow
• Controller

  • 1986 - 1988


Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Manager

  • Jul 1981 - Dec 1985

  International Accounting and Consulting Firm International Accounting and Consulting Firm