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
10/2015 - Present
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
11/2007 - 09/2015
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
05/2005 - 11/2007
Responsible for developing and leading the entirety of the finance and accounting function for a $70B asset management subsidiary.

Aquilent, Inc. Start-Up
CFO
09/2001 - 05/2005
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
09/2000 - 08/2001
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.