Experience

PMI Industries, Inc.

• United States
• Industrial Machinery Manufacturing
• 1 - 100 Employee

• President

  • Dec 2021 - Present

  PMI, founded in 1984 in Cleveland, OH, specializes in designing, manufacturing, and testing underwater cable hardware and assemblies. Servicing energy, both fossil fuel and renewables, marine, research, and government industries, PMI builds quality terminations, as well as supplies stoppers and cable grips, umbilical hardware, seismic and cable protection systems. Over many decades we have earned a global reputation for providing the right products at the right time, which ultimately reduces costs by increasing productivity and equipment service life.



Great Lakes Brewing Company

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2017 - Nov 2021

  The Great Lakes Brewing Company was founded in 1988 in Cleveland, Ohio. It is independent and employee-owned, known for its award-winning portfolio of fresh, balanced, and flavorful beers with names and artwork that tell stories of the Great Lakes region. Great Lakes is the largest Craft Brewer in Ohio. Provide direct oversight of the company’s annual budget while leading a team of 12 direct and indirect reports in the areas of accounting, finance, human resources and technology. Currently oversee key business relationships in banking, insurance, legal, audit and tax to ensure current and future business needs are met. Plan, direct and manage all company human resource initiatives ensuring compliance, safety and employee engagement. In addition, provide timely, accurate and insightful, strategic and tactical leadership for the company’s technology and technical infrastructure. Key Accomplishments and Achievements • Made the recommendation to the Board to find a second facility which brought all warehousing and canning in-house; also led the identification and implementation of the new facility, which were game changers for the business • After meeting with several other banks, obtained a new Credit Agreement in the middle of a pandemic, resulting in significantly more favorable terms and additional borrowing capacity • Played a key role in the acquisition and financing of land to address the company’s capacity needs while supporting the future growth of the business • Initiated a comprehensive review of all fixed and variable compensation resulting in helping the business attract and retain talent



Neuros Medical

• Medical Practices

• Chief Financial Officer

  • Sep 2015 - Jun 2017

  Founded in 2008, Neuros Medical is a Cleveland, Ohio based neurostimulation company, focused on developing proprietary neurostimulation therapies for unmet needs to patients worldwide. The Company's patented platform technology, Nerve Block, is focused on elimination of chronic pain in a variety of applications including neuroma/residual limb pain, chronic post-surgical pain, and chronic migraines. (Funded by Venture Capital) Held direct responsibility for the company’s entire operating budget (pre-revenue). Led all aspects of accounting, finance, human resources and information technology. Provided financial leadership including annual business plan development, investor relationships, presentations to Venture Capital and Angel Funds, along with creating financial policy and internal finance and accounting controls. Developed human resources and technology infrastructure, policies and internal controls that enabled supporting the company’s rapid growth, along with putting in place systems, tools and oversight of an outsourced IT partner. Key Accomplishments and Achievements • Raised additional capital to support funding needs, including a $20M raise completed shortly after I left • Closely managed cash flow, expenses and T & E at headquarters, in the field and at the clinical sites



Avalon Precision Metalsmiths

• United States
• Mining
• 1 - 100 Employee

• Chief Financial Officer

  • May 2013 - Jul 2015

  Avalon Precision Metalsmiths, a full-service, turnkey investment casting company, was formed in 2014 (following a 2008 platform acquisition) with the merger of Avalon Precision Castings in Cleveland, Ohio and Precision Metalsmiths Inc., also headquartered in Cleveland. The company has grown to become one of the finest metal casting companies in the industry. With state-of-the-art robotics and automation in all its processes, the company produces intricate, high precision, near-net metal parts from a range of ferrous and non-ferrous metals. (Private Equity Funded) Senior leader of a $40M manufacturing company leading all aspects of accounting, finance, information technology, supply chain and human resources with five facilities, including international operations, and 300 employees. Delivered accomplishments in P&L management, cost saving strategies, credit facility and treasury management, financial planning and analysis, revenue generation, and EBITDA improvements. In addition, led financial policy development, modeling, corporate accounting, A/R, A/P, payroll, and banking relationships. While leading a team of 12 direct and indirect reports, played a lead role, alongside the Private Equity firm, in identifying, completing due diligence and integrating a very strategic and complimentary company. In addition, evaluated several other acquisition opportunities that were not pursued. Key Accomplishments and Achievements • Led acquisition review process, due diligence and integration, resulting in a strategic acquisition which doubled the size of the business and positioned it for significant sales and EBITDA growth • Completed a restructuring of the finance and accounting organization and also hired key resources in human resources and supply chain to strengthen the organization and position it to be able to support the company’s future growth



Weatherchem

• United States
• Packaging and Containers Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2011 - May 2013

  Weatherchem (now part of Mold-Rite Plastics) is an ISO certified, leading injection molding manufacturer of high-quality, rigid-plastic packaging components, used every day by millions of consumers around the globe. The company delivers plastic caps, lids and flexible and reliable packaging solutions. (Privately Held) As a key member of the leadership team, held direct responsibility for the company’s annual budget. Leveraged extensive business acumen to preside over all aspects of accounting and finance, information technology, and human resources for a $35M company, with two facilities and 120 employees. Operational activities included strategic planning, customer and vendor contract negotiations, corporate vision and direction, Board of Director relationships, and manufacturing capacity improvement strategies. Spearheaded the successful sale of the company to a private equity backed strategic buyer following the death of the owner, positioning the business for future growth and providing a significant return to the estate by engaging an investment banker, running the sales process, and ultimately selling the business at a high multiple. Played a key role in putting together the Confidential Information Memorandum (CIM), as well as delivering management presentations to potential buyers. Key Accomplishments and Achievements • Worked with sales and marketing to identify and prune the lower profitability customers, along with engineering and manufacturing to change the layout of the facility and invest additional capital, resulting in the business reaching historical levels of profitability • Championed a strategy to increase the manufacturing capacity of the facility and eliminated issues that negatively impacted growth • Assumed management of an ERP system and quickly improved reporting and analysis; efforts enabled leaders to execute better business decisions and implemented new modules to streamline processes and enhance value across the enterprise



Emerald Performance Materials

• Chemical Manufacturing
• 100 - 200 Employee

• Vice President-Finance

  • Aug 2008 - May 2011

  Spearheaded financial operations of a $125M division, with two manufacturing facilities and 175 employees. Span of control included profit & loss and balance sheet management, cash flow improvements, cost accounting, financial planning and analysis, capital planning, corporate accounting, cost saving strategies, financial reporting, financial due diligence, and contract management. In addition, helped establish strategic banking relationships.Key Accomplishments and Achievements• Collaborated with other business leaders to sustain company during a global recession and identified $4M in cost savings to offset a 40% business decline• Leveraged financial expertise to implement new financial plans, establish best practices, and introduce new financial metrics to ensure solid financial results in a challenging business environment• Member of a team that identified potential new products, global markets, and customers which had the potential for an incremental $28M in sales and $9M in EBITDA

• Corporate Controller

  • Jun 2006 - Jul 2008

  Joined a $450M chemical manufacturing company that was recently divested from a large, publicly held company, and helped establish all accounting, reporting, banking and lending functions. Designed a loan covenant and compliance reporting methodology to support long-term debt and asset-based lending agreements. Fostered business relationships with private equity owners and lenders, which was pivotal in securing financing for acquisitions and surviving an economic recession.



State Industrial Products

• United States
• Chemical Manufacturing
• 1 - 100 Employee

• Corporate Controller

  • Jun 1999 - May 2006

  State Industrial Products provides chemical products and maintenance solutions needed to keep buildings operating at their peak. The company develops, manufactures and distributes high-quality air care, cleaning, drain, water treatment, sewage maintenance and sanitizing products for the commercial and industrial marketplaces. (Privately Held) Lead a team of 20 direct and indirect reports, earning multiple promotions with this $100M/1,350 employee company. Developed a financial and organizational turnaround plan as the company faced pressure to reduce costs, restore profitability, accelerate and grow the business, and execute a complex systems implementation project. Key Accomplishments and Achievements • Changed to an automated closing process that triggered a 40% decrease in closing time, improved reporting quality, and provided a platform for improved decision making • Initiated a new activity-based management system which boosted revenue, reduced operating costs, and provided staff with a method to identify business cost drivers.