Experience

EV Access

• United States
• Software Development
• 1 - 100 Employee

• Financial Advisor

  • May 2023 - Present

  Tempe, Arizona, United States EV Access is a new technology-based electric vehicle acquisition & rental startup, powered by a multitude of Saas-based technologies.



OptimEyes AI

• United States
• Software Development
• 1 - 100 Employee

• Board Member & Financial Advisor

  • Nov 2018 - Present

  San Diego, California, United States Silicon Valley-based startup providing industry first integrated risk modeling, risk quantification and risk scoring. ⬩Board Member ⬩Financial Advisor ⬩Leader of seed financing/pre-series A funding round



American Red Cross

• United States
• Non-profit Organizations
• 700 & Above Employee

• Member Board Of Directors

  • 2009 - Present

  Greater Minneapolis-St. Paul Area The American Red Cross, a humanitarian organization led by volunteers and guided by its Congressional Charter and the Fundamental Principles of the International Red Cross and Red Crescent Movement, will provide relief to victims of disaster and help people prevent, prepare for, and respond to emergencies.



Deluxe

• United States
• Entertainment Providers
• 700 & Above Employee

• Vice President (VP) Corporate Finance & Treasurer

  • 2017 - 2021

  Shoreview, MN Led corporate finance, treasury, tax, risk management, 401k, business continuity planning, investor relations, public relations and corporate communications. ⬩ Instrumental in M& due diligence, acquisition and subsequent board of director member. ⬩ Developed long-term financing plan and established $1.425B credit facility providing an incremental $400M of liquidity, less restrictive operating covenants and lower annual interest expense. ⬩ Developed creative strategy to… Show more Led corporate finance, treasury, tax, risk management, 401k, business continuity planning, investor relations, public relations and corporate communications. ⬩ Instrumental in M& due diligence, acquisition and subsequent board of director member. ⬩ Developed long-term financing plan and established $1.425B credit facility providing an incremental $400M of liquidity, less restrictive operating covenants and lower annual interest expense. ⬩ Developed creative strategy to annually increase property and D&O insurance coverage while maintaining insurance expense at 7-year historical levels. ⬩ Assumed leadership for underperforming internal and external corporate communications functions, streamlined organization and processes.

• Chief Financial Officer (CFO), Chief Accounting Officer (CAO) & Treasurer

  • 2015 - 2017

  Shoreview, Minnesota, United States Led team of 334 professionals in accounting, audit, corporate finance, FP&A, treasury, tax, risk management, worker’s compensation, 401k, business continuity planning and investor relations. Primary financial and investor liaison with Board of Directors. Reported to CEO. ⬩ In partnership with the CEO, developed a transformative 5-year strategy and financial plan that delivered an all-time record for Deluxe of $2B revenue and record cash flow. ⬩ Significantly strengthened and… Show more Led team of 334 professionals in accounting, audit, corporate finance, FP&A, treasury, tax, risk management, worker’s compensation, 401k, business continuity planning and investor relations. Primary financial and investor liaison with Board of Directors. Reported to CEO. ⬩ In partnership with the CEO, developed a transformative 5-year strategy and financial plan that delivered an all-time record for Deluxe of $2B revenue and record cash flow. ⬩ Significantly strengthened and elevated communication with the Board of Directors through increased clarity, alignment and value of the monthly board package. Recognized by multiple board members as a “Best in Class” package. ⬩ Created a culture of partnership, trust and accountability that re-energized the Finance Department. Mentored and developed next generation leaders.

• Treasurer and Vice President of Investor Relations

  • 2013 - 2015

  Shoreview, Minnesota, United States Led team of 17 professionals in treasury, risk management, worker’s compensation, 401k, business continuity planning and investor relations. ⬩ Managed important relationships with all commercial bank and investment banks, ensuring access to capital and acquisition deal flow. ⬩ Implemented daily cash flow forecasting of $3B+ operation; improved corporate cash flow management with detailed daily cash flow monitoring that resulted in better control and forecasting accuracy, lowering… Show more Led team of 17 professionals in treasury, risk management, worker’s compensation, 401k, business continuity planning and investor relations. ⬩ Managed important relationships with all commercial bank and investment banks, ensuring access to capital and acquisition deal flow. ⬩ Implemented daily cash flow forecasting of $3B+ operation; improved corporate cash flow management with detailed daily cash flow monitoring that resulted in better control and forecasting accuracy, lowering annual interest expense. ⬩ Created investor relations program, increased management access to new investors; attracted 3 new sell-side analysts and attended 12 new sell-side firms’ conferences that served to increase both domestic and international investor access.



MedPayExchange, LLC

• Board of Managers

  • 2020 - 2020

  Westlake, Ohio, United States ⬩ Board Member, assisted with the development of the MedPayExchange and establishment of the LLC.



Digital Pacific Assets Pty Limited

• Member Board Of Directors

  • 2017 - 2020

  Melbourne, Australia ⬩ Digital Pacific is a carbon neutral Australian provider of quality web hosting solutions for individuals, small to medium-sized businesses and corporations. ⬩ Provider of scalable services including shared hosting, virtual private servers, dedicated servers and reseller hosting.



Anchor Systems Pty Ltd.

• Member Board Of Directors

  • 2017 - 2020

  Melbourne, Australia ⬩ Founded in 2000, Anchor is a leading provider of AWS and cloud hosting services. ⬩ Delivers AWS infrastructure design, provisioning, management, security, performance, cost optimization and system administration services, all wrapped up in a flexible pay-as-you-go business model. ⬩ Anchor’s core technical teams are based in Sydney, Australia, but we also have distributed teams located in the UK and USA, to provide you with fast and effective follow-the-sun support & professional… Show more ⬩ Founded in 2000, Anchor is a leading provider of AWS and cloud hosting services. ⬩ Delivers AWS infrastructure design, provisioning, management, security, performance, cost optimization and system administration services, all wrapped up in a flexible pay-as-you-go business model. ⬩ Anchor’s core technical teams are based in Sydney, Australia, but we also have distributed teams located in the UK and USA, to provide you with fast and effective follow-the-sun support & professional services. We have a reputation for responsive customer service and technical expertise that stretches all the way from Sydney, Australia right into the heart of Silicon Valley. Show less



Hostopia Australia

• Australia
• Internet Publishing
• 1 - 100 Employee

• Managing Director & Board Member

  • 2017 - 2020

  Sydney, New South Wales, Australia ⬩ Largest Australian website hosting company. ⬩ Provided board oversight and training for new board members.



Digital River Trading (Shanghai) Co., LTD.

• Member Board Of Directors

  • 2011 - 2013

  Shanghai, China ⬩ Global Internet Commerce Company.



Delivery Agent

• Technology, Information and Internet
• 100 - 200 Employee

• Member Board Of Directors

  • 2011 - 2013

  San Francisco Bay Area ⬩ Named #1 Privately Held Media Company by Inc. Magazine, and #3 on the Deloitte & Touche Silicon Valley Technology Fast 50. ⬩ The leader in shopping-enabled programming and content monetization for more than 125 entertainment properties from major media companies such as ABC, CBS, NBC Universal, Twentieth Century Fox, MTV Networks, Martha Stewart Living Omnimedia, Boston Celtics, UFC, and The Weinstein Company.



fatfoogoo

• Austria
• Computer Games

• Member Board Of Directors

  • 2009 - 2013

  Vienna, Austria ⬩ Privately held company in the online MMO gaming and payments industry. ⬩ Micro-payments and in-game monetization technology.



Digital River Holding GmbH

• Member Board Of Directors

  • 2008 - 2013

  Cologne Area, Germany ⬩ Global internet commerce company



Digital River, Inc.

• United States
• Information Technology & Services

• Treasurer, Vice President of Corporate Development and Investor Relations

  • 2008 - 2013

  Greater Minneapolis-St. Paul Area Led team of 7, responsible for all treasury and cash management functions, investor relations activities and M&A activity. Managed $750M investment portfolio, increased interest income by $4M annually and reduced company exposure to auction rate securities. ⬩ Led team that traded over $400M foreign exchange annually, implemented hedging strategies for Brazilian operation that reduced monthly FX exposure and risk. ⬩ Managed all corporate financing, negotiated $345M convertible… Show more Led team of 7, responsible for all treasury and cash management functions, investor relations activities and M&A activity. Managed $750M investment portfolio, increased interest income by $4M annually and reduced company exposure to auction rate securities. ⬩ Led team that traded over $400M foreign exchange annually, implemented hedging strategies for Brazilian operation that reduced monthly FX exposure and risk. ⬩ Managed all corporate financing, negotiated $345M convertible debt issuance and repurchased $400M of common stock. ⬩ Established stronger business leader accountability through the implementation of a quarterly strategic planning process that provided better visibility into revenue, expense and capital needs and delivered more accurate forecasting.

• Vice President of Investor Relations

  • 2007 - 2008

  Created dynamic investor relations and external communications. Company spokesperson, responsible for all investor, external media and press releases. Reported to CEO and CFO. ⬩ Establish new investor relations program which increased sell-side coverage from 6 firms to 23 firms at its peak. ⬩ Developed compelling and concise investor communications used by the CEO to communicate corporate strategy which supported a 60% increase in stock price.



JCPenney

• United States
• Retail
• 700 & Above Employee

• Director of Investor Relations

  • 2005 - 2007

  Led investor relations in communicating new business strategy and introducing the new CEO’s vision to investment community. Reported to CEO & CFO. ⬩ Created all external financial communications regarding new CEO’s business transformation strategy that supported 230% stock price appreciation from 2004 to its peak in 2007.

• Manager, of Corporate Financial Planning, Merchandise Planning Director

  • 1995 - 2005

  Managed 9 direct reports with indirect responsibility for merchandise planning team of 130 employees Re-engineered $18B annual retail revenue planning process that reduced inventory investment by over $50M.

• Director of Business Process Development, Area Manager

  • 1989 - 1995

  Successively more responsibility in accounting, SEC reporting, FP&A, Tax and Human Resource roles.