Experience

PDR CPAs + Advisors

• United States
• Accounting
• 1 - 100 Employee

• Principal

  • Oct 2018 - Present

  Provide attest, accounting and advisory services to privately held businesses and not-for-profit organizations in the Tampa Bay area. Experienced in providing services to manufacturing, distribution, construction, arts and cultural, healthcare and social services organizations. Provide attest, accounting and advisory services to privately held businesses and not-for-profit organizations in the Tampa Bay area. Experienced in providing services to manufacturing, distribution, construction, arts and cultural, healthcare and social services organizations.



CBIZ Advisory Services

• United States
• Accounting
• 700 & Above Employee

• Senior Manager

  • Feb 2014 - Oct 2018

  Provide attest, accounting and advisory services to privately held businesses and not-for-profit organizations in the Tampa Bay area. Experienced in providing services to manufacturing, distribution, construction, arts and cultural, healthcare and social services organizations. Merged with Lewis, Birch & Ricardo LLC effective February 1, 2014. Provide attest, accounting and advisory services to privately held businesses and not-for-profit organizations in the Tampa Bay area. Experienced in providing services to manufacturing, distribution, construction, arts and cultural, healthcare and social services organizations. Merged with Lewis, Birch & Ricardo LLC effective February 1, 2014.



Lewis, Birch, & Ricardo LLC

• Senior Manager

  • Jan 2005 - Jan 2014

  Provide audit, accounting and advisory services to privately held businesses and not-for-profit organizations in the Tampa Bay area Provide audit, accounting and advisory services to privately held businesses and not-for-profit organizations in the Tampa Bay area



Design Options

• Tampa, Florida

• Chief Financial Officer

  • Mar 1998 - Jan 2005

  CFO and Controller for a privately owned, $18 million manufacturer of custom designed office furniture. Responsible for financial reporting, budgeting and cost accounting / manufacture vs. purchase analysis. Other responsibilities included oversight of human resources and maintaining relationships with banks providing financing to the Company. CFO and Controller for a privately owned, $18 million manufacturer of custom designed office furniture. Responsible for financial reporting, budgeting and cost accounting / manufacture vs. purchase analysis. Other responsibilities included oversight of human resources and maintaining relationships with banks providing financing to the Company.



Suncoast Center, Inc.

• United States
• Mental Health Care
• 100 - 200 Employee

• Director of Finance

  • Nov 1994 - Mar 1998

  Suncoast Center was a $8 million not-for-profit provider of mental health services at 16 locations in southern Pinellas County. Responsible for financial reporting, payroll, budgeting, billing, cash management and compliance with the financial requirements of federal and state grants and other sources of funding. Suncoast Center was a $8 million not-for-profit provider of mental health services at 16 locations in southern Pinellas County. Responsible for financial reporting, payroll, budgeting, billing, cash management and compliance with the financial requirements of federal and state grants and other sources of funding.



Liquid Fill, Inc.

• Pinellas Park, Florida

• President, Owner

  • Jan 1989 - Oct 1994

  Co-founder of a privately owned, contract manufacturer of animal health products and lawn and garden products. The business was sold in 1992 and I remained as president and general manager until 1994. Co-founder of a privately owned, contract manufacturer of animal health products and lawn and garden products. The business was sold in 1992 and I remained as president and general manager until 1994.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Manager

  • Jan 1987 - Jan 1989

  Provided audit and accounting services to privately held businesses in the Tampa Bay area. Provided audit and accounting services to privately held businesses in the Tampa Bay area.



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Supervising Senior

  • Aug 1983 - Jan 1987

  Provided auditing and accounting services to privately held businesses, local governments and not-for-profit agencies in the Tampa Bay area. Provided auditing and accounting services to privately held businesses, local governments and not-for-profit agencies in the Tampa Bay area.