Experience

CFO Edge

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • 2011 - Present

  CFO Edge is a partnership of experienced chief financial officers who deliver enterprise-class financial and operational performance solutions to executives at small and mid-sized companies in Southern California. We engage on demand as part-time CFOs, project CFOs, and interim CFOs to help business leaders successfully resolve pressing challenges and realize their financial and operational goals. The result: CFO Edge helps companies create, grow and sustain business value. CFO Edge is a partnership of experienced chief financial officers who deliver enterprise-class financial and operational performance solutions to executives at small and mid-sized companies in Southern California. We engage on demand as part-time CFOs, project CFOs, and interim CFOs to help business leaders successfully resolve pressing challenges and realize their financial and operational goals. The result: CFO Edge helps companies create, grow and sustain business value.



Shared Vision

• United Kingdom
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Chief Financial Officer

  • 2001 - 2009

  Responsible for leading accounting, finance and administrative functions, mentoring personnel, managing cost-cutting initiatives,budgeting, forecasting, strategic planning, auditing, banking relationships, working capital, debt and asset management, real estate, regulations and ISO/AS Quality Management Responsible for leading accounting, finance and administrative functions, mentoring personnel, managing cost-cutting initiatives,budgeting, forecasting, strategic planning, auditing, banking relationships, working capital, debt and asset management, real estate, regulations and ISO/AS Quality Management



JWB & Associates

• President

  • 1998 - 2001

  Responsible for spearheading marketing and strategic initiatives, supervising real estate investment and capital formation, assessing corporate structures, leading M&A due diligence, negotiation, closing transactions and advising clients on business development, treasury, investment and financial matters. Responsible for spearheading marketing and strategic initiatives, supervising real estate investment and capital formation, assessing corporate structures, leading M&A due diligence, negotiation, closing transactions and advising clients on business development, treasury, investment and financial matters.



General Medical Corporation

• United Kingdom
• Hospitals and Health Care
• 1 - 100 Employee

• Corp Vice President

  • 1995 - 1997

  Responsible for the coordination and control of Corporate financial, operational and systems integration of acquisitions and related entities with primary focus in the midwest U.S. Responsible for the coordination and control of Corporate financial, operational and systems integration of acquisitions and related entities with primary focus in the midwest U.S.



Randolph Medical Inc.

• United States
• Hospitals and Health Care

• Executive Vice President

  • 1985 - 1995

  Responsible for all Corporate financial, accounting, information technology, operations, legal, risk management and administrative functions. Led all strategic mergers and acquisitions, start-ups, joint ventures and buy/sell activities. Created corporate structure to facilitate best in class sales, marketing and brand strategies for optimum efficiency and profitability. Responsible for all Corporate financial, accounting, information technology, operations, legal, risk management and administrative functions. Led all strategic mergers and acquisitions, start-ups, joint ventures and buy/sell activities. Created corporate structure to facilitate best in class sales, marketing and brand strategies for optimum efficiency and profitability.