Experience

My CFO To Go

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jan 2022 - Present

  Denver, Colorado, United States My CFO To Go provides CFO services to business owners and CEOs who need additional capabilities to scale and reach their full potential.



Archangel Capital, LLC

• Real Estate

• Partner

  • 2009 - Present

  Greater Denver Area Archangel Capital is a family fund that invests in private placement deals ranging from commercial real estate, structured debt, private equity, and early-stage businesses.



Focus Property Group

• United States
• Real Estate
• 1 - 100 Employee

• Acting Vice President Finance and Accounting

  • Jan 2021 - Dec 2021

  Denver, Colorado, United States Responsible for oversight of the finance and accounting departments, a total AUM of over $400 Million and controlled AUM of over $272 Million. Advise the president and other key members of executive leadership team on financial planning budgeting, cash flow, audit, compliance and policy matters. Serve as the management liaison to lenders. Oversee, direct, and organize the work of the finance and accounting teams. • Main objectives were to implement and refine accounting and finance… Show more Responsible for oversight of the finance and accounting departments, a total AUM of over $400 Million and controlled AUM of over $272 Million. Advise the president and other key members of executive leadership team on financial planning budgeting, cash flow, audit, compliance and policy matters. Serve as the management liaison to lenders. Oversee, direct, and organize the work of the finance and accounting teams. • Main objectives were to implement and refine accounting and finance practices, controls and monitor financial and operating performance to prioritize when, where, and how to drive changes • Oversaw, direct, and organize the work of finance and accounting teams • Managed the refinancing of five properties • Negotiated the consolidation of debt financing for three properties which would result in reducing $700,000 of annual interest payments • Developed the accounting monthly close process for 71 entities across 88 bank accounts • Advocated for a Cost Segregation study which generated $1.85 million in tax savings in year one with over $6 million thereafter • Oversaw loan compliance and reporting of $190 Million of debt financing across 39 loans with 22 different lending institutions • Partnered with executive leadership on the disposition of two properties and acquisition of one property Show less



Boxzooka Fulfillment & Global Ecommerce

• Acting Chief Financial Officer

  • Aug 2020 - Dec 2020

  Denver, Colorado, United States Acted as interim CFO to provide 100 day service. Main objective was to evaluate people, process and systems while implement financial dashboard and processes. Assisted CEO and COO with defining phased approach to maximize profitability across business while defining opportunities to scale and grow the business.



Baceline Investments

• South Africa
• 1 - 100 Employee

• Director, Investments

  • Jul 2019 - Jan 2020

  Denver, CO Assist with key fund decisions and investment strategy based on portfolio composition analysis and portfolio performance. Due diligence liaison between internal executive team and external stakeholders. Assist with the set-up and roll-out of new funds and one-off investment opportunities as well as develop and manage external relationships with external partners and investors. Support commercial real estate investment strategy to create opportunity for growth and success for all key… Show more Assist with key fund decisions and investment strategy based on portfolio composition analysis and portfolio performance. Due diligence liaison between internal executive team and external stakeholders. Assist with the set-up and roll-out of new funds and one-off investment opportunities as well as develop and manage external relationships with external partners and investors. Support commercial real estate investment strategy to create opportunity for growth and success for all key stakeholders. Show less



ROCKSOLID, LLC

• United States

• Chief Financial Officer

  • Aug 2016 - Jul 2018

  Dallas/Fort Worth Area Oversaw Capital Structure, Corporate Governance and assisted in high level financial needs and objectives for the business. Was part of a team of executives that devised company strategies and formulated policies to ensure that the goals and objectives of the company are met. Worked directly with the CEO and Executive Chairman. Interfaced with investors and assisted with capital raises and other financial needs of the business. Assisted with budgeting, hiring and contracting decisions… Show more Oversaw Capital Structure, Corporate Governance and assisted in high level financial needs and objectives for the business. Was part of a team of executives that devised company strategies and formulated policies to ensure that the goals and objectives of the company are met. Worked directly with the CEO and Executive Chairman. Interfaced with investors and assisted with capital raises and other financial needs of the business. Assisted with budgeting, hiring and contracting decisions, developed policies and delegated responsibilities among team members. Enabled the CEO to work most effectively with internal and external stakeholders and fulfill his commitments to Rocksolid’s partners, funders, and the Board of Directors. With the fast pace of company growth, possessed visibility to the high-level vision of the CEO whilst operating at the ground level. Provided coverage to run and explore new areas of opportunity without distracting or diverting resources from the rest of the company. Show less



IWP Wealth

• Malaysia
• Financial Services
• 1 - 100 Employee

• Client Relations, Partner

  • Sep 2014 - Aug 2016

  Greater Denver Area Managed complex, multi faceted, client relationships. Developed and executed client strategies around investment management, tax, estate planning and family dynamics. • Worked with BlackDiamond reporting database to provide performance reporting. • Performed comprehensive cash flow and budgeting analysis. Reviewed and implemented business strategies and operational issues directly related to clients’ private venture investments. Established relationships with clients, lawyers… Show more Managed complex, multi faceted, client relationships. Developed and executed client strategies around investment management, tax, estate planning and family dynamics. • Worked with BlackDiamond reporting database to provide performance reporting. • Performed comprehensive cash flow and budgeting analysis. Reviewed and implemented business strategies and operational issues directly related to clients’ private venture investments. Established relationships with clients, lawyers, tax advisors, bankers, agents, fund managers, and other key stakeholders and served as intermediary. Performed comprehensive analysis on potential private investment opportunities. • Sourced prospective private deals. • Performed due diligence of deals based on firm investment strategy and applicability to client portfolio objectives. Show less



IrishAngels

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• MBA Associate

  • Jan 2014 - Jun 2014

  Chicago, Indiana Performed comprehensive analysis on potential fund investment opportunities during graduate program at the University of Notre Dame. Conducted entrepreneur and reference interviews. Led due diligence of companies including market, product, competition, team, financial and exit analysis. Completed 3 due diligence reports during time as an associate that were used to inform investment decisions by 90+ investing members of the IrishAngels. Worked with CapitalIQ database to find secondary data to… Show more Performed comprehensive analysis on potential fund investment opportunities during graduate program at the University of Notre Dame. Conducted entrepreneur and reference interviews. Led due diligence of companies including market, product, competition, team, financial and exit analysis. Completed 3 due diligence reports during time as an associate that were used to inform investment decisions by 90+ investing members of the IrishAngels. Worked with CapitalIQ database to find secondary data to do comparable analysis that was used in due diligence. Show less



University of Notre Dame

• United States
• Higher Education
• 700 & Above Employee

• MBA Graduate

  • May 2013 - May 2014

  South Bend, IN MBA Graduate with exposure to early stage investing and venture capital, focused on technology start ups. Relevant courses include Venture Capital and the Science Based Start-up and Introduction to Early Stage Investing. Selected for Venture Capital Immersion Program shadowing PivotNorth Capital as well as selected to be a member of the Notre Dame Venture Capital Investment Competition team. Selected to serve as an associate for the IrishAngels. IrishAngels is an angel investing group that… Show more MBA Graduate with exposure to early stage investing and venture capital, focused on technology start ups. Relevant courses include Venture Capital and the Science Based Start-up and Introduction to Early Stage Investing. Selected for Venture Capital Immersion Program shadowing PivotNorth Capital as well as selected to be a member of the Notre Dame Venture Capital Investment Competition team. Selected to serve as an associate for the IrishAngels. IrishAngels is an angel investing group that provides seed and Series A capital to early stage ventures connected to the University of Notre Dame. The group currently has over 85 members that have startup, legal, or financial experience in a variety of sectors. Show less



CenturyLink (Formerly Qwest)

• Recruiting Digital Media Operations

  • Apr 2009 - Apr 2013

  Greater Denver Area Managed advertising and promotional strategy for Staffing and Recruiting department. Envisioned, structured and implemented ad tracking system focused on improving efficiencies of marketing program that resulted in a 32% increase in market awareness. Revised budget allocation and evaluated and integrated new online initiatives. Project manager for new career landing page. Drove business side of project through strategy and business case development, requirements, testing and launch.… Show more Managed advertising and promotional strategy for Staffing and Recruiting department. Envisioned, structured and implemented ad tracking system focused on improving efficiencies of marketing program that resulted in a 32% increase in market awareness. Revised budget allocation and evaluated and integrated new online initiatives. Project manager for new career landing page. Drove business side of project through strategy and business case development, requirements, testing and launch. Responsibilities included: defining deliverables, monitoring project plan and project reporting, develop and lead engineering and development team, define priorities and objectives of the page. Engaged senior leadership to define business unit hiring objectives. Led the coordination and execution of testing for workflows and interfaces. Experienced in Search Engine Optimization. Led design and development of interfaces between new vendor application and internal systems. Worked to improve software functionality and in leading others in this process. Implemented and managed social media strategy and mobile application strategy. Served as integrator between business needs and technology solutions. Performed analysis and effective diagnosis of social solutions. Team lead for CenturyLink recruiting and retention strategy for military veterans. Defined short term and long term initiatives. Worked across business units to integrate company-wide strategy. Show less