About
• MBA/CPA, Series 27 licensed with extensive international experience in finance, strategy, operations, planning and information technology.
• Broad background in manufacturing, technology driven companies including SaaS and web services; e-commerce, financial services, specialty retail, entertainment/media, publishing and healthcare.
• IPO, public debt and private equity financing experience.
• Private and public company experience including investor relations, SEC and foreign regulatory reporting and SOX compliance.
• Extensive experience in business restructuring, acquisitions, divestitures and post acquisition business integration.
• Successful information system evaluation, design and implementation experience.
Experience
Independent Financial Consultant, Interim/Fractional CFO
Independent Financial Consultant
Jan 2018 – Present(8 yrs 4 mos)
Strategic consulting, M&A advisory, accounting and tax support and systems implementation assistance for private equity firms and portfolio companies
Interim Chief Financial Officer/Chief Financial Officer
Milrose Consultants · New York, New York, United States
Aug 2021 – Nov 2023(2 yrs 4 mos)
Chief Financial Officer
Hatteras Yachts · New Bern, NC
Feb 2020 – Dec 2022(2 yrs 11 mos)
Chief Financial Officer
Station Partners
Jul 2018 – Feb 2020(1 yr 8 mos)
Chief Financial Officer
The Hinckley Company · Portsmouth, RI
2013 – 2018(5 yrs)
Chief Operating Officer & Chief Financial Officer
Mercury Capital Advisors
2010 – 2013(3 yrs)
EVP & Chief Financial Officer
GoldenSource Corporation
2008 – 2010(2 yrs)
Chief Financial Officer & Executive Director
Superscape Group plc
2006 – 2008(2 yrs)
CFO/International Finance Director & SVP
Christie's
2002 – 2006(4 yrs)
SVP & Chief Financial Officer
PersonalPath Systems
1999 – 2002(3 yrs)
VP Operations, Planning & Administration
Sony Music
1993 – 1999(6 yrs)
Education
NYU Stern School of Business
MBA, Finance & Accounting
Cornell University
BA, Political Science
Expertise
Specialties
