Provides a range of fin'l, business and real estate consulting services with a focus on improving corp performance, alignment, and financial management. Notable Accomplishments: an Interim CEO of a manufacturing company, increased EBITDA 7.2%; served as Interim CFO for energy efficiency company; in partnership with a leading solar manufacturer, led the firm in developing a proposal for a 40MW ($100M+) solar system; and, served as the M&A consultant to mgmt and BODs of a mid-market merger.

Cortex Composites, an innovative cementitious developmental stage company, enables more efficient, cost effective construction practices—quicker installation, lighter equipment, reduced labor, and less material.

Managed investment portfolios and a PE fund, focused on tech and energy. Researched and analyzed businesses, corp fin'ls, mixed-use com'l real estate, product offerings, markets, and trends. Provided support, direction and/or guidance to portfolio company CEOs to reach >20% growth/yr. for a manufacturer; a waste mgmt co improving EBITDA 6x; fin'l mgmt for a fuel cell company and enabled a key strategic partnership for an energy company. Sold the firm, but remain an investor/board observer.

Provided advice, financial planning, and customized wealth management portfolios for clients. Developed risk/return and plan models. Beacon Pointe is a $9 billion RIA for institutions, families and individuals. Sold Kranenburg Capital Management assets to firm.

Reported to CEO, President and Executive Vice President of Sales and Marketing of this innovative B2B payment software company, whose financial partners included: Wells Fargo, FleetBoston and JP Morgan Chase. Managed all marketing activities, including: corporate marketing, product marketing, marketing communications, business development, strategic partnerships and market research. Company assets were sold to FleetBoston, subsequently acquired by Bank of America.

Increased revenue 28x to $14 million for this provider of electronic security software through roadmap alignment and implementation, product management and engineering. Developed sales tools/training, improving brand awareness and an electronic payment/access infrastructure offering for VISA USA targeted to the top US financial institutions with the support of professional services and strategic partners. Company was sold to RSA Security for 5x revenue in an all-cash transaction.

Managed multiple security product lines for 35 countries from 1998 to 1999 that generated $100 million in revenues for this $1+ billion market cap manufacturing company. Revenues increased to $3+ billion after operations moved to Europe. Provided key pricing and profitability analysis in negotiating with a leading strategic IT customer.

Solid-state disk drive R&D. Obtained 7 patents.

Fortune 100 clients.