Experience

FLG Partners

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Partner | CFO

  • Jan 2006 - Present

  My specialty is serving as interim and long term chief financial officer (CFO). As interim CFO, I act as the CFO until a long term CFO is onboard. I also provide management with an assessment of finance and accounting operations and processes. I also serve as a long term, part time CFO for companies and organizations until they reach a size where a full time CFO is required. PAST CFO ENGAGEMENTS: ON LOK, INC. - Interim CFO HOPE SERVICES PENINSULA OPEN SPACE TRUST UNITY COUNCIL SUNDANCE INSTITUTE Champion and Curator for independent Storytellers for stage and screen. LAW FOUNDATION OF SILICON VALLEY The Law Foundation, a non-profit agency, provides free legal services to Silicon Valley individuals in need. FAIR TRADE USA Fair Trade USA is the leading third-party certifier of Fair Trade products in the United States. They enable the consumer to make a difference with their dollar. PACIFIC SCHOOL OF RELIGION PSR offers an unparalleled view of global relationships and currents of cultural change for their graduate students in theology. INNVISION SHELTER NETWORK InnVision Shelter Network (IVSN) is dedicated to helping homeless families and individuals across Silicon Valley and the San Francisco Peninsula return to self-sufficiency and permanent housing. READING PARTNERS Reading Partners helps improve student outcomes by improving reading skills in young students. ECOLOGIC BRANDS, INC. Ecologic Brands provides a environmentally better solution for consumer packaging. NEW TEACHER CENTER The New Teacher Center is dedicated to improving student learning by accelerating the effectiveness of teachers and school leaders. POTRERO MEDIA CORPORATION A leading performance-based marketing agency specializing in search marketing, lead generation, and online publishing services for insurance companies worldwide. Show less



Merriwether & Williams Insurance Services

• California

• CFO

  • Mar 2017 - Present

  Merriwether & Williams is a certified minority and woman-owned business enterprise in California and one of the West Coast’s largest minority and women-owned insurance brokerage firms. They assist governmental entities with increasing the participation of WMBE vendors in capital projects. Merriwether & Williams is a certified minority and woman-owned business enterprise in California and one of the West Coast’s largest minority and women-owned insurance brokerage firms. They assist governmental entities with increasing the participation of WMBE vendors in capital projects.



Community Bank Of The Bay

• United States
• Banking
• 1 - 100 Employee

• Director

  • Jan 1999 - Present

  Chair of Audit Committee Member of Asset Liability Committee Former Chair of Board Chair of Audit Committee Member of Asset Liability Committee Former Chair of Board



Golden Gate National Parks Conservancy

• United States
• Environmental Services
• 100 - 200 Employee

• Interim Chief Financial Officer

  • Sep 2021 - May 2023



ON LOK SENIOR HEALTH SERVICE

• United States
• Medical Practices
• 1 - 100 Employee

• Interim Chief Financial Officer

  • Apr 2020 - May 2021

  Served as Interim CFO for 13 months for this $250+ million senior health care non-profit operating multiple health centers in the San Francisco Bay Area. Served as Interim CFO for 13 months for this $250+ million senior health care non-profit operating multiple health centers in the San Francisco Bay Area.



NatureServe

• United States
• Environmental Services
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2019 - 2021



Easterseals Northern California

• United States
• Individual and Family Services
• 100 - 200 Employee

• Advisor

  • Apr 2018 - Oct 2018

  Easterseals Bay Area is at the forefront of care for people with autism and other developmental disabilities. For over 90 years, Easterseals Bay Area has provided services to people with disabilities and their families to help them live, learn, work and play to their full potential. Most recently, we set out to expand access and affordability of behavioral health services for people with autism and their families. Easterseals Bay Area is at the forefront of care for people with autism and other developmental disabilities. For over 90 years, Easterseals Bay Area has provided services to people with disabilities and their families to help them live, learn, work and play to their full potential. Most recently, we set out to expand access and affordability of behavioral health services for people with autism and their families.



Lightning Bolt Solutions

• United States
• Software Development
• 1 - 100 Employee

• Interim CFO

  • Apr 2016 - Jun 2018

  Lightning Bolt Solutions is the leading provider of medical staff scheduling technology. Founded in 2002, the company has developed deep domain expertise in the areas of physician workflow, hospital operations, machine learning and professional balance. Lightning Bolt is the trusted solution for US and international hospitals working to align the interests of their physicians and facilities to deliver excellent care. Lightning Bolt’s cloud-based physician scheduling software is used across a variety of specialties including radiology, anesthesiology, cardiology, hospital medicine, emergency medicine, and multi-disciplinary clinics. Show less



Asian Americans for Community Involvement, Inc.

• San Jose, CA

• Interim CFO

  • Jan 2016 - Jul 2017

  AACI is Santa Clara County’s largest community-based organization focused on Asian Americans in the community. For 40 years, our services have provided critical support and we continue to grow to provide culturally accessible services, not only for Asian Americans but for all. AACI is Santa Clara County’s largest community-based organization focused on Asian Americans in the community. For 40 years, our services have provided critical support and we continue to grow to provide culturally accessible services, not only for Asian Americans but for all.



Working Solutions CDFI

• United States
• Financial Services
• 1 - 100 Employee

• CFO advisor

  • Oct 2016 - Jun 2017

  Working Solutions is a Community Development Financial Institution (CDFI) whose mission is to provide microentrepreneurs with the access to capital and resources they need to start or grow a successful business. We prioritize serving low-income individuals, women, and minorities. We support microenterprise growth as a strategy to strengthen the local economy, create jobs, and build strong communities. Working Solutions is a Community Development Financial Institution (CDFI) whose mission is to provide microentrepreneurs with the access to capital and resources they need to start or grow a successful business. We prioritize serving low-income individuals, women, and minorities. We support microenterprise growth as a strategy to strengthen the local economy, create jobs, and build strong communities.



Institute for the Future

• United States
• Research Services
• 1 - 100 Employee

• Advisor and Former Interim CFO

  • Oct 2014 - Aug 2016

  IFTF is an independent, non-profit research organization with a 45-year track record of helping all kinds of organizations make the futures they want. Our core research staff and creative design studio work together to provide practical foresight for a world undergoing rapid change. Among our research staff are experienced forecasters representing a range of disciplines from the social sciences, public policy, and technical domains. They are joined by a creative design staff who render our research in accessible and innovative print and digital formats. Our network extends beyond our staff to include affiliates who bring a diversity of perspectives and experiences to our research and events. From university professors to independent thought leaders and hands-on innovators, they help us work at the forefront of new ideas and practices worldwide. Show less



US Capital

• United States
• Investment Banking
• 1 - 100 Employee

• Consulting CFO

  • Feb 2012 - Jun 2016

  US Capital Partners is a private investment bank, direct lender, co-lender, and lead financial arranger. We specialize in asset-based debt for small- to middle-market private and public companies with $5 million to $100 million in sales. Since 1998, we have provided lending services and participated in funding asset-backed loans of $500 thousand to $30 million for growth capital, working capital, assets, acquisitions, and liquidity events. US Capital Partners is a private investment bank, direct lender, co-lender, and lead financial arranger. We specialize in asset-based debt for small- to middle-market private and public companies with $5 million to $100 million in sales. Since 1998, we have provided lending services and participated in funding asset-backed loans of $500 thousand to $30 million for growth capital, working capital, assets, acquisitions, and liquidity events.



Sundance Institute

• United States
• Movies and Sound Recording
• 200 - 300 Employee

• Advisor and Former Interim CFO

  • Apr 2015 - Feb 2016

  As a champion and curator of independent stories for the stage and screen, Sundance Institute provides and preserves the space for artists in film, theatre, film composing, and digital media to create and thrive. Robert Redford founded the Institute in 1981 to foster independence, risk-taking, and new voices in American film. That year, ten emerging filmmakers were invited to Sundance Resort in the mountains of Utah, where they worked with leading writers, directors, and actors to develop their original independent projects. Show less



United Way Silicon Valley

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Consulting CFO

  • Jun 2013 - Feb 2016

  United Way Silicon Valley is committed to improving community conditions by helping families with children become economically secure, able to support their children’s educational success, physically and emotionally healthy, and connected to the community. To drive positive change, United Way Silicon Valley helps people help themselves by identifying critical needs, mobilizing the caring power of the community, and aligning resources to achieve best results. United Way is focused on the building blocks for a good life: income, education, and health. United Way's focus is to improve the Education, Income and Health of every Silicon Valley resident: Enable everyone to give and invest the funds where they are needed the most and have shown measurable results, Engage people to advocate to change systems on behalf of those whose voice may not otherwise be heard, Empower everyone to volunteer to maximize their impact on the lives of others. Show less



Low Income Housing Fund

• Consultant

  • 2005 - 2006



Summerville Senior Living, Inc

• CHIEF FINANCIAL OFFICER 2002

  • Sep 2002 - Aug 2005

  for a 47 unit, national assisted living company with operations in eleven states. Managed the financial affairs and centralized services of accounting services, billing and IT of this private equity backed company, with $150 million in revenues. Managed the integration of 15 acquisitions, a 50% increase in the number of operating units. Developed systems that increased same store revenue per occupied unit day by 6.7% in 2005, versus 4.6% in 2003 Modernized billing and cash collection systems Reduced finance and accounting costs from 2.3% to 1.8% of revenue in two years Show less



Tatum Partners

• Chief Financial Officer

  • Apr 2001 - Feb 2004

  CompCare Group, Inc. The company provided a system and turn-key solution to help hospitals and physician groups service the occupational health and Workers Compensation business. The annual revenues were $1.2 million. Managed the financial activities of venture backed third year start-up. This included revision of the business plan. Worked on raising bridge financing and a B round of capital. CompCare Group, Inc. The company provided a system and turn-key solution to help hospitals and physician groups service the occupational health and Workers Compensation business. The annual revenues were $1.2 million. Managed the financial activities of venture backed third year start-up. This included revision of the business plan. Worked on raising bridge financing and a B round of capital.



American Baptist Homes of the West

• CFO

  • Oct 1992 - May 2000

  Managed the financial operation of the company, its $50 million foundation and its affiliates. The role included negotiating acquisitions of retirement communities. The organization owned and/or operated 13 continuing care retirement communities and 10 low income housing for seniors in Arizona, California, District of Columbia, New Mexico and Washington. The annual operating budget was in excess of $110 million. The assets exceeded $280 million. Refinanced $107 million in bonds and achieved a Standard & Poors long term debt rating of BBB Oversaw the conversion of accounting software and billing systems Raised $7.9 million in bonds for renovation of Arizona retirement community Instituted a financial management process called "Economic Value Added" corporate-wide Conducted due diligence processes for three acquisition candidates Re-engineered the investment activities that resulted in a significant improvement in the risk return of $45 million in investments Managed the reporting requirements on multiple issues of nearly $140 million in Show less



California Academy of Sciences

• United States
• Museums, Historical Sites, and Zoos
• 400 - 500 Employee

• DIRECTOR OF FINANCE, CHIEF FINANCIAL OFFICER

  • Jan 1992 - Jan 1996

  Developed earned revenue opportunities for this aquarium, natural history museum and research center. Managed the accounting, retail operations, legal affairs and management information systems of the institution. Oversaw the investment of $70 million endowment fund. Guided the financial planning of the $15+ million institution. Initiated licensing of intellectual property and Internet retailing Managed the conversion to new accounting system and software Developed plan to expand the retail operations outside of the campus footprint Show less



Working Assets Management Company

• PRESIDENT AND CHIEF EXECUTIVE OFFICER

  • Dec 1986 - Jan 1991

  Managed the operations and marketing of $240 million money market fund. Managed the portfolio and supervised the social research on portfolio companies. Repositioned the marketing strategy including the direct mail marketing efforts. Interfaced with SEC and NASD regulators. Managed fund shareholder servicing. Within twelve months, the financial performance of the enterprise turned around. Increased both assets under management and revenues by 250% in four years and produced net margins of 33% in a declining yield environment. Reduced operating costs by 40% Brought customer call center in house Re-positioned the marketing message to focus on the product features and brand Nearly tripled account balances Show less