Bio
Credentials
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Associate, Customer Service (ACS)
LOMA -
Associate, Reinsurance Administration (ARA)
LOMA -
Certified Internal Auditor
Inactive -
Certified Public Accountant (CPA)
State of Kentucky -
Fellow, Life Management Institute (FLMI)
LOMA
Experience
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Director Of Financial Services
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Director of Financial Services
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2018 - Present
Responsible for the Accounting, Finance, Legal, and Risk Management functions of $10 million revenue membership association serving the Tree Care industry.
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LL Global dba LOMA or LIMRA
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Greater Atlanta Area and Windsor, CT
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Chief Financial Officer | CFO | Treasurer | SVP
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2008 - 2016
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Greater Atlanta Area and Windsor, CT
As Chief Financial Officer | CFO | Treasurer| SVP | I led a division with four departments (Accounting, Information Technology, Legal and Facilities), 60 employees, two main campuses domestically with satellite offices in China, UK, Canada and South America for the world’s largest trade associati...
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LOMA
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Greater Atlanta Area
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Chief Financial Officer | CFO | Vice President | Corporate Secretary| Treasur...
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1998 - 2008
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Greater Atlanta Area
Managed a division of 4 departments (Accounting, Information Technology, Legal and Office Services) with 22 employees of a $25 million revenue education and training service provider for the financial services industry in my role as Chief Financial Officer | CFO | VP | Treasurer | and Corporate S...
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Ward THG
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Greater Atlanta Area & San Diego, CA
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Controller, AVP - supported 6 different CFO's in 2 years
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1996 - 1998
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Greater Atlanta Area & San Diego, CA
Served instrumental role in turning around corporation with $26,000,000 loss per annum to break even within six months of employment. Reduced departmental budget 50% while increasing efficiency and effectiveness. Managed staff of 14 employees in daily accounting operations of privately held com...
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Fleet Finance
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Greater Atlanta Area
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Senior Internal Auditor, Financial Analyst, AVP
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1983 - 1996
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Greater Atlanta Area
Worked in internal audit, accounting, information technology, and operations.
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U.S. Army
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Spangdahlem, Germany
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HAWK Fire Control Operator
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1975 - 1978
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Spangdahlem, Germany
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Education
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Tennessee Technological University
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Tennessee Technological University
Suggested Services
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Industry Focus. “Investment Banking”
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References
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