Experience

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  Wilmax Advisory

  • CEO

    • 2000 - Present

    Serve as advisor and executive coach to business leaders and corporations on risk management, strategy, board governance, and M&A activities. Work with executives transitioning into strategic roles to create new career possibilities.

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  National Consulting Firm

  • Partner

    • 2018 - 2020

    Advised executives on strategies to create value, realize business growth, and improve performance outcomes in risk, HR, finance, operations, strategy, and governance on behalf of provider of business consulting services to owners of privately held companies. Focused services on increasing cash and company value through finance, accounting, and operating improvements. Engaged with owners on transfer of ownership of companies or strategic exists.

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  Keswick Multi-Care Center, Inc.

  • Chief Financial Officer

    • 2013 - 2015

    Spearheaded growth efforts for this healthcare provider of post-acute, long-term care, and community services to seniors. Renegotiated debt with favorable terms and managed assets of foundation to support growth. Championed research, development, and analysis of various business models.

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  Institute for Market Transformation

  • Chief Operating Officer

    • 2013 - 2013

    Coached executive staff for 501[c][3] nonprofit organization, with mission to catalyze widespread and sustained demand for high-performing buildings. Enabled cross-fertilization of ideas for application to wider range of issues. Identified and recruited successor.

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  Health Care for the Homeless

  • Chief Financial Officer

    • 2006 - 2012

    Steered numerous operational efforts, including technology system upgrade, business expansion into new jurisdictions, and groundbreaking new LEED Gold sustainable building project. Coached CEO on business and HR matters to stabilize organization. Provided fiscal oversight and ensured compliance. Managed $13M budget.

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  The Kingson Group Limited

  • Partner & Vice President – Professional Services & Marketing

    • 2002 - 2006

    Advised clients on business strategy, risk mitigation, and SOX compliance for enterprise risk management [ERM] consultancy.

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  Dean & Company

  • Washington D.C. Metro Area

  • CFO, Administrative Officer

    • 1998 - 2000
    • Washington D.C. Metro Area

    * Created and delivered several key employee training programs for legal and compliance requirements of the corporation.

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  PACE Inc.

  • Washington D.C. Metro Area

  • Corporate Controller

    • 1996 - 1998
    • Washington D.C. Metro Area

    * Co-leader of a business transformation team, streamlining operations and installing enterprise software* Managed our credit risk during a worldwide credit crunch. * Co-led a team which brought on-line a new $7mm manufacturing facility, ensuring worker safety in a high risk environment.

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  US Foodservice

  • Director, Risk Management, Administration

    • 1991 - 1995

    * Provided HR guidance to all of the location presidents, working to reduce their worker's compensation costs and improve employee relations through better hiring.* Managed an offshore insurance captive along with large self insured worker's compensation and employee benefits programs, working to reduce costs and mitigate risks while providing services to employees.* Coordinated preparation of all information for an IPO.