Experience

IND, Inc.

• United States
• Semiconductors
• 1 - 100 Employee

• COO/CFO

  • Apr 2020 - Present

  IND, Inc., headquartered in Vancouver, Washington and specializes in custom-engineered solutions across the manufacturing and production spectrum to the high-tech industry, with considerable experience in performance improvement, process optimization, and cost reduction. IND uses proprietary processes to offer a full range of services primarily to semiconductor device makers and wafer fabrication equipment markets. These services include cleaning of critical components including deposition removal, decontamination, degreasing, passivation, electropolishing, advanced ultrasonic capabilities, and ultra high purity cleaning of new parts for OEM's. Show less



Morphix, Inc.

• Vancouver, Washington, United States

• Chief Financial Officer

  • Apr 2020 - Present

  Morphix’s breakthrough technology for industrial infrastructure is based on its proprietary Polymorphic AI software, a memory-based lightweight approach, that is flexible and easily distributed. It fuses data, recognizes patterns, and controls other machines to “future-proof” operations—in ways that significantly harden cyber security. The Memory Based Intelligence (MBI) captures real-time IoT sensor inputs and uses those inputs to learn autonomously. Overtime it produces more precise outputs while requiring no historical data sets. It operates on the edge without a neural net or cloud connection. MBI can adapt to new environments on the fly and operate with or without human supervision. A few of the potential applications include industrial process controls, healthcare, physical security, and agriculture. Morphix’s technology extracts high resolution data not previously available and creates actionable insights to increase revenue and profits. Morphix connects the real-world to the digital world at a level previously unknown. Show less



NextLevel - Building Enterprise Value

• Portland, Oregon

• Partner

  • 2017 - Apr 2020

  NextLevel is a national professional services partnership, that provides executive and board services on an interim, project and advisory basis. Our team of vetted, proven partners and principals, deliver a broad range of strategic, operational and financial management services. All of our team members have a minimum of two decades of experience serving in C-suite leadership positions and on boards of directors, We engage at both the strategic and tactical level to make material contributions to clients’ organizations. Our service delivery model provides clients with immediate access to proven executive talent who rapidly address mission critical initiatives. We align with our clients’ business needs, objectives and culture through a customized and flexible engagement structure that provides proven talent to lead initiatives, advise, or take interim leadership roles in operations, finance, governance, and technology. Our professionals rapidly integrate into our clients’ operations, delivering expertise that enables positive change, accelerates the achievement of key initiatives, improves competitive positioning and reduces risk. Our top priority is to enhance the value of our clients’ businesses. Show less



MLS Freight Logistics LLC

• Portland, OR / McAllen, TX

• CEO

  • 2014 - Oct 2016

  CEO, Portland, OR. 2015 - Oct 2016 Assumed the CEO position of MLS Freight Logistics which was created via the acquisition of the assets used in the operation of two freight brokerage businesses. • Replaced top management with a new team built to emphasize expansion. • Implemented a strategy that doubled the revenue run rate in twelve months and will, at a minimum, quadruple revenues within two years. • Implemented a new five year operating strategy designed to transform the company so as to meet the challenges facing the industry and achieve sustained profitable growth. Consultant - LV Partners, Portland, OR. 2014 to 2015 Successfully closed the acquisition of the assets used in the operation of a $50 million freight brokerage business located in McAllen, Texas. • Developed an acquisition strategy designed to acquire the business under a structure that conserved cash and created a platform for international expansion. Show less



Private equity venture

• Financial Services

• Consultant - Private Equity

  • 2012 - 2014

  Partnered with a private equity firm located in Pasadena, California to enter a high value industry and capture a substantial market share. • Developed an acquisition strategy designed to capture substantial market share in the high margin fine arts services industry. • Researched and identified a number of potential acquisition targets, established five as the initial acquisition group. • Negotiated with five targets and determined the necessary platform candidate. Partnered with a private equity firm located in Pasadena, California to enter a high value industry and capture a substantial market share. • Developed an acquisition strategy designed to capture substantial market share in the high margin fine arts services industry. • Researched and identified a number of potential acquisition targets, established five as the initial acquisition group. • Negotiated with five targets and determined the necessary platform candidate.



SRC

• Business Consulting and Services
• 1 - 100 Employee

• Business Consultant

  • 2010 - 2011

  Key Projects • Web-based Startup specializing in alternative solutions for mediation disputes - Advised CEO, creating concept, conducting due diligence, developing business and financing plans and building company web site. • Early stage Medical Software Company - Created financing package ($2-3M) and established policies, reporting systems, performance metrics and operational / administrative infrastructures creating foundation for successful financing. • Emerging Internet Media Company with innovative entertainment platform – Convinced senior management to “back burner” promising projects to focus on developing “spin-offs” of existing vehicle to create and grow brand. Show less



USDC, Corporation

• Newport Beach, California

• Chief Financial Officer / Chief Operations Officer

  • 2006 - 2009

  • Acquired four major chains, grew annual revenue run rate from $3M to $32M, and conducted a successful IPO and two secondary financings totaling $12M. • Conducted onsite inspection of all business units discovering a lack of organization and direction. Built the staff into a cohesive, effective, focused team by communicating a vision, promoting the importance of their efforts in making it a reality. Created step-by-step system to guide staff efforts, and automatically produce reports monitoring performance and identifying achievements to reward. • Secured $12M financing necessary to continue acquisitions by enticing an investment banker, creating presentation that emphasized strong financial results, putting excitement into dull industry and selling investment value. • Negotiated acquisition of four major chains, furthering Company’s vision by demonstrating complimentary nature of both parties’ goals and structuring arrangement committed to making those goals reality. • Reversed 15% revenue decline caused by economic conditions by questioning grassroots team and discovering innovative customer focused home delivery service created by front line manager. • Sought help from line managers to discover cause behind shrinkage loss. Implemented inexpensive program which reduced annual revenue loss from 4% to 1.2% ($450K savings). • Achieved 30% ($40K) reduction in annual audit fees by transforming relationship with auditors from mistrust and skepticism to respect and cooperation. Assured auditors leadership would be based on timely, high quality, professional results. Involved auditors in recruiting highly skilled Controller to build finance team and build an achievement focused mindset. • Established financial reporting as an opportunity to demonstrate progress made toward achieving Company’s vision to stakeholders. Show less



Rentrak

• United States
• Entertainment Providers
• 100 - 200 Employee

• President

  • 2000 - 2005

  Led Company through transformational change overcoming industry segment decline and industry structural changes after year-long costly hostile takeover. Reversed 20% revenue drop, turned around minimal cash position to a $21.9M positive balance, drove operating profit from breakeven to $8M.• Challenged to capture new high profile revenue channel worth $15M annually from company with revenues exceeding $1B. - Created vision of service based on factors paramount to customers, continually communicating vision and faith in it to staff. - Established cross-functional teams for each segment of the business to develop system to deliver envisioned service in error free, real time manner with no downtime. - Recruited executives to manage effort and opened office near headquarters of 80% of potential customers. - Assured reliability of service by developing two back-up locations, two independent power systems and redundant communication systems. - Gave potential customers beta versions of service for suggested improvements, "co-opting" them and gaining support. Perception of Company changed, captured $15M business in one year; International company that had controlled business became customer.• Led critical transformation of Company and developed new revenue channels worth $20M annually by implementing clear, focused, harmonious individual and corporate goals designed to achieve the vision and by focusing on mission critical priorities.• Negotiated partnership with competitor resulting in $2.5M annual operating profit by sharing confidential data, focusing on those functions each partner performed best, agreeing to equitable division of margin created. Doubtful executives embraced the arrangement upon developing implementation plan and discovering the unorthodox venture’s value. • Achieved threefold increase in stock price utilizing individual and group presentations to show investment community the value in Company’s vision. Show less

• Executive Vice President

  • 1996 - 2000

  Dramatically grew revenues $20M, entered unorthodox partnership delivering $4M in margin. Acquired subsidiary’s annual revenues exploded from $4M to $39M. Survived industry downturn that caused 35% failure rate among competitors.• Increased sales $20M (25.6%) by setting aside quick fix of reducing pricing and instead developed concept to make customers better operators able to do more business with Company.- Developed systems that provided in-depth analysis, information, and tools designed to increase our customers’ bottom line.- Created model ordering systems based on customer's actual operating results, provided an automated revenue cycle management system.- Established cross-functional customer “consulting” teams of sales representatives, customer service experts and technical ops specialists; sole objective - grow customers’ revenues. • Produced $3.6M annual operating margin by initiating partnership relationship with supplier utilizing unique software system to provide detailed information regarding customers’ purchasing activity, transaction data, demographics, and comparative trending to create a new revenue channel.• Ignored unquestioned industry belief to negotiate a $35M long-term agreement using “back channel” connections to persuade industry’s biggest international customer to change steadfast opposition to Company’s service. • Achieved threefold increase in cash contribution ($1.1M) from foreign venture by negotiating arrangement with successful local partner with complimentary business style. • Without touching sales budget, reduced G&A 15% ($2.25M) to survive industry downturn, which caused one third of competitors to fail. • Grew acquired subsidiary revenues from $3.9M to $39.1M by integrating acquisition using interaction with key executives, and creating atmosphere of mutual accommodation to address issues from individual concerns, lifestyles, and work habits to exploit strengths of both companies. Show less

• CFO / Executive Vice President

  • 1991 - 1996

  Company experienced explosive revenue growth from $33M to $108M. Cash equivalents expanded from $7.6M to $19.5M. Profits were pumped into diversifying investments one of which grew from $4M to $39M revenues.• Secured participation of major suppliers assuring success of Company’s revolutionary business model by successful completion of $21M public financing in US and Europe using tenacity with investment bankers and bold sales pitch with fund managers. • Avoided $5M loss by evaluating intelligence gathered onsite from foreign industry participants to persuade Board to abandon planned foreign venture. Mined facts that substantiated intuition, avoided fate of primary competitor that rode foreign venture to bankruptcy. • Assumed authority necessary to organize crisis rescue effort solving catastrophic cash flow decline caused by computer failure threatening Company viability. Rallied employees, established interim goals, drove process to achieve resolution and bolster confidence. • Built confidence with investment community by negotiating $12M open line of credit through educating bankers on Company’s unique cash flow advantage created by innovative business model. • Discovered, acquired and integrated eight businesses ranging from $1.1M to $8.5M to diversify Company by leveraging core competencies. Achieved integration by building personal connections, accommodating personalities and selling the vision. Show less

• Chief Financial Officer / Sr. VP Strategic Planning

  • 1988 - 1991

  Successfully led Company facing the demise of its business in navigating a transformation that completely changed the business plan. Failure was not an alternative.• Transformed Company in the face of stalled growth, well financed competitors and eroding market share.- Investigated options, determining imperative to enter new segment of industry despite lack of experience, physical infrastructure and ability to recruit management expertise. - Established cross functional teams and regular "re-structure" meetings; pushed decisions down to lowest levels to efficiently use staff time.- Created transformation plan focusing on core competencies, identifying needed skills, matching people to business concept, and balancing optimism against reality.Revenues grew from $10M to $100M. Pricing model was adopted by $9B industry.• Changed $500K costs center to $11M high margin business by recruiting “outside the box” executive with style the antithesis of Company’s culture and allowing him to use bold “in your face” marketing to establish group of high profile discount locations. • Negotiated partnership with Japanese company to develop highly successful venture in Japan through mutual respect, friendship and compromise. Partnership returned annual license fee averaging $1.8M to dominate Japanese market and be major force in other Asian markets. • Facilitated focused, efficient Board preparation, enhancing confidence in decisions by developing format that prioritized issues based on how critical they were to Company’s survival, achievement of its goals, dollar impact, and effect on fiduciary duties. Board efficiency soared, surprises minimized and efforts focused on critical issues.• Earned confidence of investment community by achieving error free timely financial reporting through insistence on professional work product and systems that guided and monitored compliance. Finance team attended investor calls to learn importance of high quality work. Show less



National Video

• Portland, Oregon Area

• Chief Financial Officer

  • 1985 - 1988

  Start-up Company that used franchise model to dominate emerging video retail market and create business model used by numerous competitors. Developed innovative marketing methods that were copied and remained in use after Company had exited the market. Completed IPO to secure funding and credibility needed to achieve market dominance. • Consummated $5M IPO by developing strategy to promote vision to investment bankers and convincing investment community of value. • Implemented easy to use, step by step, detailed system that gathered and organized information to meet SEC requirements including delivery schedules and early warning system. • Used “outside the box” negotiating tactics to cobble together critical $8M private financing which provided resources necessary to maintain effort to transform Company. • Developed system that reduced reporting time for critical business indicators from sixty to seven days allowing accelerated analysis of revenue and cost trends to speed up issue response time. Show less



Garvey Schubert Barer

• United States
• Legal Services
• 100 - 200 Employee

• Practicing Attorney

  • 1980 - 1985

  Business Transactions, Venture Capital, SEC Compliance. Business Transactions, Venture Capital, SEC Compliance.



Arthur Anderson

• Portland, Oregon Area

• CPA

  • 1978 - 1980

  Business Transaction Tax Planning Business Transaction Tax Planning