Experience

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  Just living by the beach

  • Retired

    • Jan 2017 - Present

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  Presteza Partners LLC

  • Encinitas, CA

  • CFO

    • Jan 2011 - May 2022
    • Encinitas, CA

    Personal Financial/AccountingProperty Managment

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  MEDVANTX, INC

  • DIRECTOR, FINANCE

    • Dec 2003 - May 2005

    RESPONSIBILITIES* Responsible for all accounting matters: month end closes, cash management, year end audit* Created Annual Operating Plan* Monthly Board Reporting * Human ResourcesIn addition to the more routine accounting I analyzed and presented data to the management team to assist us in making strategic decisions; secured credit lines for equipment purchases, worked with potential investors on diligence.

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  Institute for the Future

  • CHIEF FINANCIAL OFFICER

    • Jan 1996 - Jan 2000

    Annual Sales: $10 Million; RESPONSIBILITIES* Responsible for all finance-related activities at the Institute.* Worked with research project managers to develop budgets in order to strategically meet short- and long-term objectives.* Kept board of trustees current on financial position.* Facilities management.* Human resources management.ACCOMPLISHMENTS* Created one-page on-line financial window to allow research areas and board members to think strategically about financial position.* Streamlined and shortened financial reporting process while improving accuracy.* Created financial intranet to publish biweekly project costs in real-time.* Created online timesheets and project management tools with download capabilities.

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  Mentor Capital

  • San Jose, CA

  • CONTROLLER

    • Aug 1994 - Oct 1995
    • San Jose, CA

    Investments and acquisitionsAnnual Sales: $4 Million; RESPONSIBILITIES* Responsible for all accounting and finance-related activities; budgeting, establishing lines of credit, preparation of prospectus for IPO, all day-to-day accounting activities.* Responsible for MIS function including software implementation for multiple sites.* Responsible for customer service.PAULA ANN LACKACCOMPLISHMENTS* Established working capital line of credit with local bank.* Implemented a three-day closing procedure for month-end closings.* Created financial reporting package.* Prepared Private Placement Memorandum for initial round of financing.

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  SORRENTO ELECTRONICS/GENERAL ATOMICS

  • MANAGER, FINANCIAL ACCOUNTING/COST ESTIMATING

    • Mar 1986 - Apr 1992

    Manufacturer of radiation monitoring systems for commercial utilitiesAnnual Sales: $20 million

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  NATIONAL STEEL AND SHIPBUILDING COMPANY

  • SUPERVISOR

    • Jan 1980 - Oct 1986

    Annual Sales: $500 million