Bio
Experience
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self
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2006 - Present
Provide consulting services to business, private equity and hedge funds primarily regarding the real estate industry.
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National Association of Corporate Directors
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Dallas, Texas
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Director-Dallas Chapter
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Sep 2014 - Aug 2018
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Dallas, Texas
National Association dealing with corporate governance. Certified as a Leadership Fellow.
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private insulation company
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St. Paul, Minnesota
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Director
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2009 - Jan 2017
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St. Paul, Minnesota
Chair audit committee for one of the largest insulation installers in the US. Served as interim CEO for 5 months
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private homebuilder
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Salt Lake City
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Director
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2010 - Sep 2016
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Salt Lake City
Chair audit committee and serve on the board of a regional homebuilding company with operations in 5 states. Spend over 300 hours annually in board service with this Company
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CFO
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Apr 2004 - May 2006
Chief Financial Officer and Treasurer. Helped list the Company on the NYSE, increased bank facility significantly, completed two public debt and one equity raise. Increased analyst coverage. Represented the Company at investor conferences.
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Citigroup
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New York, New York
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Group CFO
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2000 - 2003
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New York, New York
Oversaw finance and accounting activities for various consumer finance and mortgage business lines with over 30,000 people and $50 billion in assets.
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Executive Vice President
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1999 - 2000
Chief Accounting Officer, Chief Credit Officer and oversaw all accounting and finance personnel accumulating over 800 people
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CFO
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Jun 1991 - Sep 1999
EVP, CFO, Board member , Executive Committee, Treasurer. Participated in IPO and subsequent follow on equity and debt offerings. Assisted in listing Company on NYSE. Investor relations. Participated in 14 acquisitions. Large unsecured revolving credit line. Participate in growing the Compan...
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Ernst & Young
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Fort Worth, Texas
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Partner
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1970 - 1991
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Fort Worth, Texas
Wide range of experiences from manufacturing to specialization in banking. SEC reviewing partner, technical partner, peer and quality control reviews, three years in National Office. Chaired DFW financial institutions committee, recruiting coordinator, conference leader
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Education
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1966 - 1970University of Notre Dame
Suggested Services
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Industry Focus. “Real Estate”
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