Experience

Bauer's Intelligent Transportation

• United States
• Truck Transportation
• 1 - 100 Employee

• CFO, Secretary & Director

  • 2006 - Present

  San Francisco Innovative transportation company leading change in the passenger transportation marketplace. Directed the financial management and strategic planning for six companies under the Bauer’s umbrella that provides passenger transportation services to a multitude of diverse corporate and commercial organizations including high-tech corporate employee commuter programs, private charter and special event large scale programs for music festivals, Super Bowls, PGA events, Olympics, etc. On… Show more Innovative transportation company leading change in the passenger transportation marketplace. Directed the financial management and strategic planning for six companies under the Bauer’s umbrella that provides passenger transportation services to a multitude of diverse corporate and commercial organizations including high-tech corporate employee commuter programs, private charter and special event large scale programs for music festivals, Super Bowls, PGA events, Olympics, etc. On Demand black car service for VIP's. Clients include Google, Yahoo, Cisco, Facebook, Electronic Arts, Salesforce and others. • Created new financial and technology infrastructure critical to achieve company's growth. • Engineered and negotiated major corporate contracts resulting in a 200 percent increase in overall revenue, generating a 55% CAGR and a corresponding 50 percent increase in profit. • Negotiated and resolved outstanding regulatory and compliance issues with favorable outcomes resulting in substantial savings. • Successfully raised private equity capital to grow new company in the strategic B2B transportation space. • Led the comprehensive due diligence on all acquisitions. • Led, managed and established all outside relationships with banking, legal, union and accounting professionals and officers. • Established appropriate corporate governance structure. • Completed major mid-eight figure capital restructuring for future planning and growth. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Investment Management Advisor

  • 2003 - 2006

  San Francisco Bay Area Served as a Subject Matter Expert providing advisory services on wealth management to high net worth individuals, retirements plans, and charitable foundations. Oversaw the development and execution of strategies focused on optimizing asset allocation. Liaised with professional money managers on behalf of clients and formalized investment policy statements. Analyzed portfolio performance against established investment goals, market indices, and manager peer group ratings. Partnered to offer… Show more Served as a Subject Matter Expert providing advisory services on wealth management to high net worth individuals, retirements plans, and charitable foundations. Oversaw the development and execution of strategies focused on optimizing asset allocation. Liaised with professional money managers on behalf of clients and formalized investment policy statements. Analyzed portfolio performance against established investment goals, market indices, and manager peer group ratings. Partnered to offer enhanced private wealth management services including private client lending, structured alternative investments, family wealth advisory services, and equity structured products. Show less



Virtual Purchase Card, Inc.

• CFO

  • 2001 - 2002

  San Francisco Bay Area Directed all financial functions for this innovative electronic payment technology company; instituted proper accounting and finance infrastructure in order to maintain adequate asset protection and system of internal controls. Participated in development and implementation of business strategies to ensure operational success. Managed relations with individual and institutional investors, both domestic and European. Negotiated strategic partnerships to raise foreign private equity capital… Show more Directed all financial functions for this innovative electronic payment technology company; instituted proper accounting and finance infrastructure in order to maintain adequate asset protection and system of internal controls. Participated in development and implementation of business strategies to ensure operational success. Managed relations with individual and institutional investors, both domestic and European. Negotiated strategic partnerships to raise foreign private equity capital. Directed the winding-up affairs of the company after the board of directors resolved to sell the company and/or the technology. Negotiated terminations to most contracts, achieving savings of over $100,000 to investors. Liquidated the business and sold the technology to Rabobank, netting a return of over $1 million in cash back to investors with no debt. Show less



SocialNet

• Netherlands
• Advertising Services
• 1 - 100 Employee

• CFO

  • 2000 - 2001

  San Francisco Bay Area Established by the founder of LinkedIn, I was recruited to team up with the CEO in selling this early entrant into the social networking space during the middle of the dot-com fallout. Prepared investment documents for potential acquirers; liaised with legal counsel during negotiations and closure phase of the transaction. Maintained a channel of communication with individual and institutional investors as well as secured debt-holders. Navigated company through transition to new ownership… Show more Established by the founder of LinkedIn, I was recruited to team up with the CEO in selling this early entrant into the social networking space during the middle of the dot-com fallout. Prepared investment documents for potential acquirers; liaised with legal counsel during negotiations and closure phase of the transaction. Maintained a channel of communication with individual and institutional investors as well as secured debt-holders. Navigated company through transition to new ownership, Spark Networks NYSE:LOV. Show less



Shoe Pavilion, Inc. (NASDAQ: SHOE)

• CFO, Secretary & Director

  • 1997 - 2000

  San Francisco Bay Area Successfully led, managed and executed the IPO of this retailer with focus on growth strategies, improving infrastructure and managing and building Wall Street and investor relations. Led and conducted analyst and investment banker conferences along with frequent meetings with institutional investors. Orchestrated an acquisition that grew store base from 78 locations in 3 states to 111 stores in 11 states, increasing revenue and net income by 15 and 8 percent respectively in the initial year.



Byer Family Office

• Chief Executive Officer

  • 1979 - 1996

  San Francisco Established, led and managed the investment strategies of a high net-worth family that grew a $10 million asset base to over $2 billion. Managed the personal financial affairs of the family members—developed income and estate tax planning strategies to achieve maximum tax leverage coupled with philanthropic interests



Byer California

• United States
• Retail Apparel and Fashion
• 100 - 200 Employee

• Chief Financial Officer, Secretary and Director

  • 1979 - 1996

  San Francisco Played integral management role in the dramatic expansion of this privately-held woman’s apparel manufacturer, with annual revenues mushrooming from $30 million to $500 million. Directed planning, financial management, human resources and capital projects essential to driving and supporting sales and marketing functions. Managed a highly productive staff of 100 in finance, accounting, treasury, IT, real estate and human resources. Developed benchmark reporting systems for sales, marketing… Show more Played integral management role in the dramatic expansion of this privately-held woman’s apparel manufacturer, with annual revenues mushrooming from $30 million to $500 million. Directed planning, financial management, human resources and capital projects essential to driving and supporting sales and marketing functions. Managed a highly productive staff of 100 in finance, accounting, treasury, IT, real estate and human resources. Developed benchmark reporting systems for sales, marketing, manufacturing and distribution improving and accelerating analysis of operations. Show less



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Audit Manager

  • 1974 - 1979

  St. Louis and San Francisco Supervised comprehensive professional auditing, consulting and tax services to a wide range of private and public clients for this international CPA/management consulting firm. Advanced rapidly and was honored with a Distinguished Service Award by firm.