Experience

Crescent Lighting Supply

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• President & Chief Executive Officer

  • Feb 2021 - Present

  Distributor of lighting, fans, and specialty hardware, serving the single-family and multi-family residential construction markets throughout the Puget Sound and Inland Northwest regions. Distributor of lighting, fans, and specialty hardware, serving the single-family and multi-family residential construction markets throughout the Puget Sound and Inland Northwest regions.



Graystone Legacy Investments, LLC

• Portland, Oregon Area

• Chief Executive Officer

  • Oct 2014 - Present

  Family office providing debt and/or equity private placement investments with entrepreneurs who seek to make a difference in their community and industry by doing business with integrity. Lead all operational functions of the office, including: deal sourcing, due diligence, capital planning/management, and financial reporting. Family office providing debt and/or equity private placement investments with entrepreneurs who seek to make a difference in their community and industry by doing business with integrity. Lead all operational functions of the office, including: deal sourcing, due diligence, capital planning/management, and financial reporting.



Day Wireless Systems

• United States
• Wireless Services
• 200 - 300 Employee

• Chief Financial Officer

  • Mar 2018 - Dec 2020

  Led all aspects of finance, accounting, treasury, HR/payroll, purchasing/inventory, and IT, along with the external relationships that support these functions. Led implementations of NetSuite and Ultimate Software, along with other system improvements, to improve timeliness and accuracy of financial reporting. As part of growth strategy, closed and evaluated several acquisition opportunities as well as other major capital investments. Led all aspects of finance, accounting, treasury, HR/payroll, purchasing/inventory, and IT, along with the external relationships that support these functions. Led implementations of NetSuite and Ultimate Software, along with other system improvements, to improve timeliness and accuracy of financial reporting. As part of growth strategy, closed and evaluated several acquisition opportunities as well as other major capital investments.



Exvere | Mergers & Acquisitions Advisory

• United States
• Investment Banking
• 1 - 100 Employee

• Director

  • Jan 2016 - Jun 2017

  Led Oregon business development and client engagement leadership for Seattle-based investment bank. Conducted financial, industry, and due diligence analysis to develop strategic recommendations for buy-side and sell-side M&A engagements. Industries advised: meat and dairy processing, snack foods, lumber and building products distribution, general contracting, industrial HVAC equipment distribution, specialty packaging, and architecture. Led Oregon business development and client engagement leadership for Seattle-based investment bank. Conducted financial, industry, and due diligence analysis to develop strategic recommendations for buy-side and sell-side M&A engagements. Industries advised: meat and dairy processing, snack foods, lumber and building products distribution, general contracting, industrial HVAC equipment distribution, specialty packaging, and architecture.



Willamette Graystone, Inc.

• General Manager & Board of Director

  • Jul 2013 - Dec 2015

  Chief executive leader of vertically integrated manufacturing company consisting of sales, manufacturing, transportation, retail distribution, and accounting/administrative divisions.With full P&L responsibility, led strategic business planning, organizational strategy, sales & financial forecasting, operational expenses & capital budgeting processes.Partnered with Exvere, Inc. in 2014 to market the company, negotiate deal terms, provide due diligence research, and finalize purchase agreement language. Led system, process, and people integration following the acquisition by The Quikrete Companies in September 2014.

• Vice President of Operations

  • May 2013 - Jun 2013

  Oversee Sales/Marketing, Retail Distribution, and Materials divisions. Collaborated with the General Manager to develop sales, marketing, and financial plans in order to ensure alignment with corporate strategic initiatives.

• Asst. General Manager & Materials Manager

  • Aug 2010 - May 2013

  Led cross-functional supply chain team conducting system and continual process improvement projects in Logistics, Inventory, Research & Development, and Purchasing departments.



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jun 2006 - Jul 2010

  Financial planning and consulting, investment portfolio analysis and business/practice development. Areas of focus included retirement, estate and tax planning, investments and insurance. Financial planning and consulting, investment portfolio analysis and business/practice development. Areas of focus included retirement, estate and tax planning, investments and insurance.