Certifications

CPACertified Public Accountant

Sector Experience

Financial Services
Business Services
Technology
3
hours

Avg Response Time

24
years

Years of Experience

6/17

Member Since

Big 4 Accounting
Top Consulting Firms

Experience

 
Your Chief Advisors Management Consulting
Founder & CEO
03/2017 - Present
Accomplished senior executive, board member, and consultant with 18+ years of success. Trusted advisor to CFOs & COOs.

A comprehensive bio can be found here: yourchiefadvisors.com/leadership
KCG Holdings Corporate Strategy & Development
Management Committee Direct Report (Managing Director Equivalent)
02/2012 - 02/2017
Trusted advisor to the CFO on strategic, operational, and personnel issues. Collaborate with the CTO, COO, and their respective leaders to set clear firmwide goals. Lead cross-functional teams on high profile, enterprise wide strategic projects to attain these goals (39 projects in 2016). Create transparent dashboard reporting for CEO to track progress of these initiatives. Titles included: Head of Process Re-Engineering, Head of Sarbanes Oxley Compliance, Interim Head of Technology Finance
Fortress Investment Group Accounting
Vice President
04/2006 - 12/2011
Manage special projects for the CFO and the Corporate Controller. Oversee a project portfolio budget of $11m. In addition, lead the Internal Audit & SOX compliance functions.
Refco, Inc Corporate Strategy & Development
Vice President
04/2005 - 04/2006
“Right hand man” to the CFO. Attend and run meetings for the CFO in his absence. Assist the CFO in monthly and quarterly P&L analysis. Perform special projects under the direction and guidance of the CFO.
KPMG Accounting
Manager - Financial Services
08/2000 - 04/2005
Top rated audit manager responsible for planning, budgeting, managing and evaluating integrated financial statement and Sarbanes-Oxley audits of financial services companies.