Experience

Houston ISD Foundation

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

• Associate Director

  • Jul 2020 - Present

  Responsible for the accounting and economic aspects of the organization by enforcing a financial and investment strategy aimed toward profitable long-term growth, and by overseeing the management of all donations and grants that run through the foundation, is responsible for the foundation’s integrity and transparency to its benefactors. Additional responsibilities include developing and implementing financial policies, procedures and controls, conducting financial assessments, generating reports, establishing and actively managing company budgets, conducting risk assessments on business initiatives, and providing financial guidance and support to the Executive Director and Board of Directors. Show less



Independent

• Uganda
• International Trade and Development
• 1 - 100 Employee

• Independent Business Consultant

  • 2019 - Jun 2020

  Certified business advisor providing finance/banking, accounting, due diligence, forecasting, business plan development and communications services. Served as the Houston Independent School District Foundation’s Interim Executive Director. Other clients include Lumato Lighting, Rives Enterprises and Kodiak Pipe Supply. Certified business advisor providing finance/banking, accounting, due diligence, forecasting, business plan development and communications services. Served as the Houston Independent School District Foundation’s Interim Executive Director. Other clients include Lumato Lighting, Rives Enterprises and Kodiak Pipe Supply.



Dryft Cycleboats, LLC

• United States
• Recreational Facilities

• Owner

  • May 2014 - May 2019

  Incorporated and financed Dryft Cycleboats, which provides weekend recreational boat tour excursions on Lake Conroe, and incorporated a program to introduce it to Montgomery County, the Woodlands and Greater Houston. Developed business plan, Web content and marketing materials, and set up financial accounting and CRM systems. Sold the business in May 2019. Incorporated and financed Dryft Cycleboats, which provides weekend recreational boat tour excursions on Lake Conroe, and incorporated a program to introduce it to Montgomery County, the Woodlands and Greater Houston. Developed business plan, Web content and marketing materials, and set up financial accounting and CRM systems. Sold the business in May 2019.

• Business Consultant

  • Jan 2013 - Apr 2014

  Independent business consultant and certified financial advisor. Earned my Series 7 and 66 licenses through the Edward Jones’ training program. Independent business consultant and certified financial advisor. Earned my Series 7 and 66 licenses through the Edward Jones’ training program.



Boots & Coots, Inc.

• United States
• Facilities Services

• Director, Investor Relations and Corporate Communications

  • Nov 2006 - Oct 2012

  Director, Investor Relations and Corporate Communications Joined Boots & Coots after Vollmer to manage the investor and media communications in-house and become the primary contact for buy-side, sell-side, retail and media. Responsibilities included writing and managing the distribution of all press releases, annual reports, corporate brochures and investor presentations, conducting road shows, presenting at conferences, planning the annual shareholders’ meeting and other analyst/investor meetings, managing the proxy process, editing the 10-K and other financial documents, preparing status reports for the Board of Directors, directing earnings calls and webcasts, managing the shareholder CRM database and coordinating media interviews. Also worked directly with the CFO and senior management to develop the Company’s 3-year and 5-year forecasts. Highlights include: • The completion of a $26 million secondary offering • 200% increase in sell-side coverage • More than 100% increase in institutional coverage • The merger and integration of two major acquisitions • The spearheading of the Company’s re-branding program • Taking Boots & Coots from a struggling response company to a fledging well intervention company In 2010, worked on the integration team developing press releases, key messages and FAQs for the employees, media and Wallstreet related to the acquisition of Boots & Coots by Halliburton, and coordinated the corresponding SEC filings. Headed up the integration team responsible for ensuring appropriate payment of all restricted and non-restricted stock and stock options. In 2011, accepted the responsibility to supervise all of the post-merger re-branding, marketing and advertising functions. • Responsible for the payment and distribution of $7 million in three cash/stock combinations to former Boots & Coots employees, both domestically and overseas • Administered the sale of $30 million in overseas assets Show less



Vollmer Public Relations

• United States
• Public Relations and Communications Services
• 1 - 100 Employee

• Vice President, Investor Relations

  • Mar 2000 - Nov 2006

  Built and managed a full-service investor relations department within a public relations firm. Responsible for new client development, budgeting and forecasting for the department. Capabilities included: developing peer groups, analyst targeting, developing investor/analyst relations, road show/conference planning, developing financial media relations, writing press releases and conference call scripts, performing analyst perception studies, producing annual reports, corporate communications, regulatory counseling, SEC filings, implementing strategic investor communications plans and business plan development. Clients included: Crosstex Energy, including both IPOs; Travelocity.com, from spin-off to buy back by Sabre; AmREIT; Boots & Coots; Earth Biofuels; Equus Capital; NEXUS Health Systems; Seitel; SNB Bancshares; Synagro Technologies; and Tanox. • Recipient of the National 2002 PR News Platinum PR Awards for best financial/investor relations campaign for Travelocity.com, as well as five regional awards for annual reports/investor relations Show less



American Residential Services

• Consumer Services
• 700 & Above Employee

• Finance Manager and Vice President, Investor Relations

  • Jan 1996 - Dec 1999

  Responsible for the 5-year Company forecast, including forecasting scenarios as they related to the acquisition program. Set up and developed the IR department responsible for all investor related functions, such as investor road shows, analyst coverage, press releases, earnings conference calls, representation at analyst conferences, production of the annual report and overview of the company’s form 10-Ks, 10-Qs, 8-Ks and other SEC filings. • Extensively involved in the Company’s IPO of nine million shares at $15. Responsibilities included preparation of the S-1 Registration Statement, and preparation of and participation in the Road Show • Involved in the development of the Company’s convertible debt private placement, $55 million convertible notes at 7.25% • Evaluated more than 100 acquisitions • Was directly involved with the CEO in the development of the Company’s corporate plan and image Show less