Certifications
CPACertified Public Accountant
Sector Experience
Financial Services
Business Services
Technology
5
hours
Avg Response Time
3
jobs
Jobs Completed
296
hours
Total Hours Logged
24
years
Years of Experience
Experience
Fractional CFO
Management Consulting
Consultant
Provider of CFO services to small and middle businesses, focusing on SaaS, Professional Services and Asset Management.
O'Shaughnessy Asset Management
Corporate Strategy & Development
Principal and CFO
Built and managed all of the finance and accounting and human resources infrastructure for a $10B asset manager that was spinning out of Bear Stearns Asset Management. Worked in tandem with the President on all strategic initiatives, including new product launches, acquisition and pricing strategies.
Legg Mason Capital Management
Operations
Controller
Responsible for developing and leading the entirety of the finance and accounting function for a $70B asset management subsidiary.
Aquilent, Inc.
Start-Up
CFO
Negotiated a management buy-out of a public company subsidiary. Successfully raised financing from private equity and two lenders to fund the deal. Built the financial systems and managed all relationships with external service providers and banks.
ActLikeAnOwner.com
Start-Up
CFO
Led the finance and accounting, contracts and legal and human resources functions. Created a management presentation and secured meetings with venture capital firms for purposes of raising equity.