23
years
Years of Experience
9/16
Member Since
Experience
CFO COO Consultants, Inc.
Management Consulting
Innovative CFO Management Consultant
• Provided financial and operational management consulting expertise in the form of knowledge, wisdom, specialty skills, experience and innovation
• Created solutions for organization growth and success
• Recommend, implement and integrate innovative ERP systems solutions for increased efficiency and use
• Created solutions for organization growth and success
• Recommend, implement and integrate innovative ERP systems solutions for increased efficiency and use
Registered Investment Advisor
Finance
Chief Compliance Officer, Operations
• Managed all Advisors and entire operations for a $600 Million SEC-Registered Investment Advisor (RIA)
• Prepared and executed strategic operating plans, budgets and forecasts to grow AUM from $300 Million to $600 Million in 2 years
• Restructured and streamlined non-investment operations, including compliance, marketing, advisor support, administration and accounting
• Prepared and executed strategic operating plans, budgets and forecasts to grow AUM from $300 Million to $600 Million in 2 years
• Restructured and streamlined non-investment operations, including compliance, marketing, advisor support, administration and accounting
Hammerman Capital Management
Finance
Chief Financial Officer | Chief Compliance Officer
• Managed all finance, operations and compliance matters for a hedge fund manager
• Supervised controller, fund administrator, auditor and attorneys
• Filed all legal requirements as a licensed independent advisor representative (IAR) for the FINRA 63 & 65 licensee
• Prepared and maintained financial and budget management
• Performed annual audits with CPA independent auditor
• Supervised controller, fund administrator, auditor and attorneys
• Filed all legal requirements as a licensed independent advisor representative (IAR) for the FINRA 63 & 65 licensee
• Prepared and maintained financial and budget management
• Performed annual audits with CPA independent auditor
RKB Investment Group
Operations
Managing Principal | Chief Operating Officer
• Provided active property management of real estate holdings, including a portfolio of vacation homes, residential rentals, senior care homes, single & multiple unit buildings
• Managed the day-to-day operations of each real estate holdings, including leasing, selling, acquiring, maintaining, financing and accounting
• Owned and managed real estate investments in several states. Developed strategies in 1031 exchanges
• Managed the day-to-day operations of each real estate holdings, including leasing, selling, acquiring, maintaining, financing and accounting
• Owned and managed real estate investments in several states. Developed strategies in 1031 exchanges
Newport Pacific Management Company
Finance
SVP, Chief Financial Officer and Administration
• Managed the finance, accounting, network systems, operations and compliance departments for a $3 billion international investment management firm