Experience

Pearl Certification

• United States
• Consumer Services
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2023 - Present

  Austin, Texas, United States Pearl Certification is a national firm that qualifies an elite network of professionals and certifies high-performing homes: homes with heating and cooling, solar, smart home devices, resilient features, and much more. Pearl’s Certification Reports drive demand for these features by making them visible at time of sale. They enable home sellers to capture the value of their investments and buyers to find the homes they want. https://pearlcertification.com/



NuBrakes

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Senior Vice President & CFO

  • 2021 - 2023

  Austin, Texas, United States



Onuu

• United States
• Financial Services
• 1 - 100 Employee

• Fractional CFO

  • 2021 - 2022

  Austin, Texas, United States Acquired in March 2023. Fractional Role - created financial forecast model and scenario analysis for P&L, Balance Sheet and Cash Flow Statement. Establish annual plan, KPIs, metrics, and dashboards for startup client.



Equilibre LLC

• Chief Financial Officer

  • 2015 - 2022

  Austin, Texas, United States Owner / Operator of Barre3 Franchise in Austin. Finance, IT & HR, Audit, Compliance & Legal.



Dosh

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Senior Vice President & Head of Finance

  • 2019 - 2021

  Austin, Texas, United States Acquired by Cardyltics (CDLX) in March 2021 for $275M



Dimensional Fund Advisors

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Head of Global Planning & Analysis

  • 2012 - 2019

  Austin, Texas, United States

• VP, Financial Planning and Analysis Manager

  • 2007 - 2012



CFA Society Austin

• United States
• Non-profit Organizations

• Board Member

  • 2014 - 2016

  Austin, Texas, United States



H&R Block

• United States
• Retail
• 700 & Above Employee

• Senior Manager, Forecasting

  • 2005 - 2007

  Irvine, California Acquired by WL Ross & Co Private Equity for $1.3B



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Manager, FP&A

  • 2004 - 2005

  Irvine, California Acquired by Wachovia.



Pacific Life

• United States
• Financial Services
• 700 & Above Employee

• Senior Securities Analyst

  • 2000 - 2004

  Newport Beach, California