Personal Wealth CFO

• May 2018 - Present

Simplify Wealth offers a suite of services to lift burdens and solve problems, giving our clients time and life freedom. We provide customized family office, Personal Wealth CFO and Wealth Concierge services, to help our clients manage the complexities of their wealth and allow them to focus on what they enjoy most in life. See our website at www.simplify-wealth.com/#features for a complete list of our service offerings.Regardless of the services you choose, Simplify Wealth will help you achieve your financial goals by giving you the hands-on, focused attention that your complex wealth and life requires. We are dedicated to making your financial management experience simple, painless, and successful.

Senior Client Advisor

• Apr 2017 - Apr 2018

Family Office & Fund Administration Outsourcing

• Mar 2016 - Apr 2017

- Develop Family Office service offering, including financial reporting, targeted clients and pricing structure - Onboard Private Equity Fund Administration clients located across the United States - Develop Family Office service offering, including financial reporting, targeted clients and pricing structure - Onboard Private Equity Fund Administration clients located across the United States

Director of Accounting

• Feb 2013 - Mar 2016

Multi-family office handling the financial affairs of 9 families ranging in wealth from $40MM to $250MM. Manage investment portfolios consisting of over 300 individual investments, focusing on private equity & real estate. - Provide wealth, investment, estate, insurance, and financial planning for family entities, partnerships, trusts and individual family members of all ages & wealth status - Prepare, plan, run and follow up periodic family investment meetings - Researched, selected and implemented new investment reporting platform, Addepar - Oversee back office accounting personnel - On boarded 5 family over 2 years from current referrals - Coordinated estate planning and tax preparations with outside legal counsel & CPA firms - First point of contact for clients

Internal Tax Manager & Family Services

• Aug 2010 - Feb 2013

10 figure single family office handling the financial affairs of 65 family members and numerous related entities - Manage across entity tax preparation & reporting flowing through from partnerships (including a public equity portfolios, private equity investments, oil & gas, ranches, and real estate) to family trusts and individuals - Provide wealth, estate, insurance, and financial planning for individual family members of all ages & wealth status 10 figure single family office handling the financial affairs of 65 family members and numerous related entities - Manage across entity tax preparation & reporting flowing through from partnerships (including a public equity portfolios, private equity investments, oil & gas, ranches, and real estate) to family trusts and individuals - Provide wealth, estate, insurance, and financial planning for individual family members of all ages & wealth status

Controller

• Sep 2004 - Jul 2010

Nine figure single family office handling financial affairs of 13 family members ranging in ages from 10 to 80 and 25 related entities. Oversee routine accounting functions handled by associates  Provide financial analysis on investment portfolio, comprised of mutual funds, hedge funds, private equity funds, real estate investments, separately managed accounts, and commingled funds to Investment Committee, CFO and Chairman Prepare accurate and timely quarterly investment performance reports, in coordination with outside investment consultants, to present to Investment Committee members Monitor cash management requirements and movement with custodial banks Improved college, retirement, charitable, and estate planning for family members Spearhead internal and external audits with outside accounting firms and other regulatory authorities Developed private trust company accounting procedures Assumed responsibility of federal/state tax preparation and compliance for all individuals and entities from CFO Coordinate investment portfolio of the Frey Foundation, the family private foundation Successful completion of monthly partnership accounting for family limited partnership 100% client satisfaction on annual reviews from family members

Staff Accountant

• Jan 2001 - Sep 2004

Staff Accountant for regional accounting firm specializing in small and medium sized clients in the banking, construction, restaurant, service, government, funeral & auto dealership industries. Prepared corporate, trust, non-profit, partnership and individual income tax returns, lead/assisted on a variety of audits, reviews, and agreed upon procedures, performed internal control testing, bookeeping duties, compilations, payroll & sales and use tax functions, and assisted the information technology direct.