Experience

Heritage Provider Network

• Medical Practices
• 100 - 200 Employee

• Finance Executive

  • Jul 2022 - Present

  Greater Los Angeles, California, United States



Commerce Capital Services and Other Forward-Leaning Principal Leadership

• CFO & 10x Management Roles in Investment Leadership

  • 2002 - Present

  United States CFO, Treasurer, and Investor Services. Permanent, Fractional and Interim CFO roles. Performance Measurement and Systems PM, BPO, strategy lead. Principal Management Roles Included, in Significant Disruptive Technologies, Funds, Rollups, Corporate Investment Divisions, Partnerships. 10+ Leadership Roles, partnerships functions. Executive leadership in FP&A modeling, merger planning, due diligence, ERP, to accounting closes, restatements/forensic, capital closing, tsy mgmt, GP/LP… Show more CFO, Treasurer, and Investor Services. Permanent, Fractional and Interim CFO roles. Performance Measurement and Systems PM, BPO, strategy lead. Principal Management Roles Included, in Significant Disruptive Technologies, Funds, Rollups, Corporate Investment Divisions, Partnerships. 10+ Leadership Roles, partnerships functions. Executive leadership in FP&A modeling, merger planning, due diligence, ERP, to accounting closes, restatements/forensic, capital closing, tsy mgmt, GP/LP books, ST and LT tax gains, owner and shareholder representation. CEO, COO, CSO, GM, CRO, CFO, CMO, HR, PMO/CIO and Owner/Operator. Sample Industries: SaaS, capital markets fintech, e-commerce, healthcare, payments, data, devices and IoT, commercial lending, wealth management. Some really useful fintech, econ, real estate currents in Media below: Show less


Fintech Innovators in Capital Markets/Exchange, Mortgages/Banking, Consumer Finance. Healthcare IT.
• Board and Team Advisor - Dedicated Outperformer

  • Mar 2018 - Present


NoteBot

• Bangladesh
• Education Administration Programs

• Chief Financial Officer and Advisor

  • Jan 2020 - Jun 2022

  IoT integrated platform for verifiable signatured documents of any type, instantly intrepreted using AI and live signatured legal document adaptation. Mortgages, etc. A Docusign Partner. Industry trends, media below:



Served, Called On Fortune 100 CFOs

• Treasury Products Advisor

  • Oct 2015 - Dec 2019

  New York, New York Treasurer Consultant - to Fortune 100 CFOs. Trading systems, securities lending and securitization, capital allocation improvement, workflow and portfolio accounting, performance reporting operations transformations. Multiple affiliations - Money-Center banks, alternative lenders, Oracle and IBM, large UHNW insurance company families, REITs. Also advised on bank acquisition and trading team in alt assets for payments leader in 2021.



Fintech Banking BaaS

• Fintech Product Director - Investments

  • Feb 1999 - Oct 2001

  United States Publicly-Listed Unicorn Large corporate M&A, FP&A, and Product lead. Hired as finance SME to lead product, added corporate reporting, debt and balance sheet management, and public investor relations leadership skill to team. P/L responsibility for SaaS development team of 60 as product lead. Company grew from 400 employees to 2,400 during tenure. Integrated technologies from IBM, Accenture, Citi, RBC. Evaluated Reuters purchase as well as TIBCO and others.



PwC

• Professional Services
• 700 & Above Employee

• Consultant

  • 1997 - 1999

  Greater New York City Area Treasurer M&A of Diversified Global Financial Companies, Data Analytics Management, FP&A, Accounting Management. Global institutional asset managers. Institutional real estate and REITs all functions. Our team reduced opex for Chase and Chemical post-merger by over $100 million annually.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Assistant Treasurer

  • 1994 - 1997

  Greater New York City Area Treasury Manager Proprietary Bond Trader - Cash, Derivatives Capital Markets, and Bank Management Training Programs Post-MBA $8 Billion Treasury Portfolio, Liquidity, Debt Management and Corporate Treasury Securities Issuance, Regulatory Filings and Compliance. Counter-party risk and credit assessment. Corporate Treasury Accounting Manager



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Client Relations and Financial Systems Consultant

  • Jan 1990 - Aug 1992

  Boston, Massachusetts, United States Global asset manager portfolio management systems. Leading treasurer fixed income analysis and performance measurement system. $15+ Trillion in AUM. Clients included Aetna, American Express, State Street Global Advisors, Goldman Sachs Asset Management, AIG Global, Invesco, Rockefeller, and many state pension plans and treasurers. Asset-Backed and Derivatives Securities Modeling, in Bloomberg, PORTIA and Excel. Analytical systems integration. Established and led new… Show more Global asset manager portfolio management systems. Leading treasurer fixed income analysis and performance measurement system. $15+ Trillion in AUM. Clients included Aetna, American Express, State Street Global Advisors, Goldman Sachs Asset Management, AIG Global, Invesco, Rockefeller, and many state pension plans and treasurers. Asset-Backed and Derivatives Securities Modeling, in Bloomberg, PORTIA and Excel. Analytical systems integration. Established and led new critical-failure support and consulting team (systems design, data feed integration, recovery, and securities analytics). Show less



Bank of Boston

• United States
• Banking

• Senior International Controller and Team Leader

  • 1987 - 1990

  Boston, Massachusetts, United States $1.5 Billion International Letter of Credit, Bankers' Acceptance and Ex-Im Bank Business. Responsibilities included short-term bank note issuance and acceptances, legal contracts national and international. Led team as Division Controller, International. Transaction posting, closes, balance sheet maintenance.