Experience

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  invalid18215534

  • Retired

    • Jan 2015 - Jun 2020

    Retired

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  CFO Strategic Partners

  • Orlando

  • Consulting CFO

    • Mar 2014 - Jan 2015
    • Orlando

    Serve as full time, interim or part time CFO for clients. Quickly assess strategic and operational opportunities to guide company forward. Institute best practices. Serve as part of senior management team.

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  Ameriprise Financial Services, Inc.

  • Green Bay, Wisconsin Area

  • Director of Accounting

    • Aug 2013 - Mar 2014
    • Green Bay, Wisconsin Area

    Manage accounting staff and deliver statutory accounting results for Ameriprise Financial property and casualty insurance division located in the Green Bay, WI area. Treasurer of the Green Bay Symphony Orchestra and member of the board.

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  Gaillardia Country Club

  • Oklahoma City, Oklahoma Area

  • Chief Financial Officer

    • Jan 2013 - Aug 2013
    • Oklahoma City, Oklahoma Area

    Provide financial oversight to club operations to ensure profitability and world class execution. Oversee accounting, human resources and information technology departments. Report to Executive Director and ownership.

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  Arledge & Associates

  • Edmond, Oklahoma

  • Director - Auditing / Consulting

    • Apr 2012 - Jan 2013
    • Edmond, Oklahoma

    Develop the consulting practice at the firm; identify client needs and develop solutions. Implement practice aids and framework to achieve highest quality results for client. Design marketing to small and medium size business for virtual accounting solutions. Perform and direct audits of fir...

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  Hannover Life Re America

  • Germany
  • Insurance
  • 700 & Above Employee

  • Assistant Vice President

    • Feb 2011 - Mar 2012

    Strategic Financial Management, Transfer Pricing, IPO data room, developed company metrics for CFO, devised tax strategies to lower the companies income tax liability.

  • General Accounting Manager

    • Nov 2008 - Feb 2011

    Manage group of 5 professionals, accounts payable, fixed assets, cash, accounts receivable, book close, journal entries and budgets. Responsible for preparing internal management reports for Senior Management and Group Mangement in Hannover, Germany.

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  Orlando Law Firm

  • CFO

    • Apr 2003 - Nov 2009

    Orchestrated growth and expansion of local law firm, provided direction to staff, managing and training 20 people including legal and pre-litigation staff. Responsible for all areas of Accounting and Risk Management, Human Resources and Information Technology. Established every business process n...

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  CFO Strategic Partners

  • Consulting CFO

    • Apr 2007 - 2008

    CFO Strategic Partners creates significant value for its clients using a number of proprietary tools that were developed to supplement traditional financial reporting. Use of “best practices” approach to provide client executive team with the processes and information required to better manage ...

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  Tatum

  • Partner

    • Feb 2001 - Apr 2003

    Consulted with client companies, providing tailored CFO services.• Created 5-year projected financial statements for a new company, including income statement, balance sheet, statement of cash flows and projected personnel; served as interim CFO as company sold manufacturing capabilities to Tyco ...

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  Cirent Semiconductor

  • Chief Financial Officer

    • Nov 1996 - Feb 2001

    Administered all financial and accounting activities for the facility, including managing accounting staff. Participated as member of the management team, reporting to the Cirent board for the financial results and the outside audit. Prepared charts and studies for the Board of Directors. Prepare...

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  AT&T and Lucent Technologies

  • Management

    • Mar 1973 - Feb 2001

    Worked for AT&T in high school, through college, through passing CPA exam. Relocated to Chicago, New Jersey, Orlando, Miami and back to Orlando for various positions. Was Regional Audit Director for Caribbean Latin America, back office accounting for Consumer Products division and CFO of se...

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  Agere Systems

  • CFO of Cirent

    • 1996 - 2001

    Cirent Semiconductor was a joint venture of Cirrus Logic and Lucent Technologies. Lucent later did a spin off of the semiconductor unit. That company was called Agere.

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  Lucent Technologies

  • CFO of Cirent

    • 1996 - 2001

    Lucent was formerly part of AT&T and was spun off in 1995. Lucent formed a joint venture with Cirrus Logic that became Cirent.

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  AT&T/Lucent Bell Labs

  • Manager

    • 1972 - 2001

    My last role was the Chief Financial Officer of a semiconductor unit in Orlando with $1B top line and 2,000 employees. Prior to that I was the audit manager for Caribbean Latin America. I travelled in the region extensively to perform audits of AT&T subsidiaries in the region. Everything f...