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Experience

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Board Member
      • Apr 2023 - Present
    • United States
    • Investment Management
    • 1 - 100 Employee
    • CEO
      • Jan 2022 - Present
    • United States
    • Chief Executive Officer & Managing Partner
      • Jul 2014 - Dec 2021

      Greater Grand Rapids, Michigan Area DWH is a group of highly accomplished financial and business specialists helping mid-size companies in many different industries maximize value, opportunities, and business outcomes. The professionals at DWH provide clients with advanced assessment and decision-making support in situations requiring business and financial advisory services, capital sourcing, interim management, or ownership transition planning.

    • Retail Office Equipment
    • Owner | Consultant
      • Sep 2012 - Dec 2015

      Richland, Michigan > Finance & Operational Guidance and Services Across Multiple Industries > Project Management and Organization > Process Development and Improvement > Cost Reduction and Containment > Financial Reporting and Forecasting > Operational Metrics, Support and Guidance

    • United States
    • Medical Equipment Manufacturing
    • 1 - 100 Employee
    • Project Manager | Consultant
      • Sep 2012 - Sep 2013

      Grand Rapids, Michigan

    • Director of Finance & Human Resources
      • 2011 - Sep 2012

      Greater Grand Rapids, Michigan Area > Oversight of accounting, financial planning and reporting process > Management of all Accounting and Information Technology staff > Developed visual management system for performance > Drive continuous improvements throughout entire organization > Implemented employee engagement and cost reduction programs > Responsible for all Human Resource functions and tasks

    • United States
    • Biotechnology Research
    • 700 & Above Employee
    • Cost Manager
      • Dec 2008 - Mar 2010

      Kalamazoo, Michigan Area > Financial support and guidance to operations > Key financial manager for inventory and capital assets including costing > Implemented several process improvements and cost out projects > Site finance lead for critical system upgrade, super user designation > Acquisition integration and support > Monthly, quarterly and annual close process and reporting > Management of cost accounting and accounts payable staff

    • United States
    • Wellness and Fitness Services
    • Financial Planning Manager, Valve Actuation Division
      • Jan 2008 - Dec 2008

      Marshall, Michigan > Financial support to locations in North America, Europe, and Asia > Analysis and consolidation of plant results and financials for division reporting > Interact with management on wide range of domestic & international projects > Preparation and analysis of key performance measures and strategies > Interim controller support for Mexico location > Balance sheet and Sarbanes Oxley compliance auditor > Integration support & travel

    • Accounting Manager
      • 2006 - 2007

      Kearney, Nebraska > Accounting responsibility for auto/heavy duty valve & gear mfg plant > Direct supervision and development planning for staff of six > Coordination, development, and reporting for all financial cycles > Oversight of manufacturing costing and product pricing > Lead and participant for several business process improvement projects > Lead employee pay for performance program > Instructed and updated course on finance for non-financial

    • Accounting Supervisor
      • Apr 2004 - Sep 2006

      Marshall, Michigan > Financial responsibility for automotive differential & pump manufacturing plant > Acting Controller for last nine months at facility > Inventory control and management > Lead finance coordination of plant closure: finance and non-finance duties > Executed and supported divisional restructuring plan > Plant lead on joint effort with State of Michigan for employee outplacement

    • Collections Specialist
      • Sep 2001 - Apr 2004

      Marshall, Michigan > Collection responsibility for Powertrain Specialty Controls Division > Integration of acquisitions into order to cash systems and processes > Team lead for system implementations and conversion projects > Credit lead on cross-functional team to address customer and internal issues > Implemented several process improvements and streamlined reporting

    • United States
    • Investment Banking
    • Client Service Manager / Office Manager
      • Feb 2000 - Aug 2001

      Kalamazoo, Michigan Area > Client service manager and office manager dual roles > Responsible for client review preparation and client account maintenance > Managed finances of branch location; budgeting, books, payroll and tax > Broker and analyst support, transaction execution > Aided in development of pension actuary business

Education

  • Western Michigan University - Haworth College of Business
  • Kettering University
    Masters of Science, Operations Management

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