Berger Dodge Email & Phone Number

Seattle, Wa, Us

Puyallup, Washington, Us

Red Dot Corporation produces premium mobile HVAC units and components for heavy-duty commercial and military vehicles. With facilities in North America, Europe and Asia, Red Dot ships to hundreds of aftermarket distributors and OE customers around the globe, spanning the construction, agriculture, defense and trucking industries. Red Dot was founded in 1965 and is proud to be 100% employee-owned.

Seattle, Wa, Us

Operating as Lease Crutcher Lewis, the W. Lease Lewis Company ($900M+ sales, 900+ employees) has been a leading Northwest general contractor for more than 70 years. Lewis is active in numerous project types, including commercial offices, life sciences, healthcare, education, retail, multifamily, historic renovation, and industrial. The company operates from offices in Seattle, Washington and Portland, Oregon. Report to CEO.

Bothell, Washington, Us

Cascade Environmental Services ($200M sales, 850 employees) is a leading provider of environmental, geotechnical, and mining drilling services for Environmental and Infrastructure (E&I) customers throughout the United States. The Company has grown aggressively by completing multiple acquisitions to expand its geographic coverage and breadth of equipment & services offerings. Reported to CFO and CEO.Independent consultant focused on corporate finance, M&A execution, and post-merger integration.• Engaged to lead elements of growth/consolidation strategy. Led due diligence and transaction execution for multiple buy-side acquisitions located across the US. Planned and managed all aspects of post-merger integration.• Managed internal financial modeling, due diligence, and execution work to support the sale of the Company from PE-owner to PE-buyer.

Portland, Or, Us

Vigor Industrial ($500M+ sales, 1,500+ employees) is an industrial marine contracting business serving commercial and government markets from seven locations in Washington (5), Oregon (1) and Alaska (1). Vigor Industrial acquired Todd Shipyards Corporation in 2011.Retained through the acquisition of Todd Shipyards Corporation to facilitate the alignment and integration of financial operations and reporting across Vigor subsidiaries. Report to the CFO.• Provided financial leadership and oversight for multiple Vigor subsidiaries. Consolidated financial reporting across multiple financial systems and streamlined financial operations for various Vigor subsidiaries. • In 2011 performed due diligence and executed stock purchase for a $30 million acquisition. Led purchase accounting and financial integration.

Promoted to a three-member executive team to improve financial performance and business leadership for a mature and successful regional, marine industrial business (~$250 million sales, ~800 employees). Led a 20-person finance organization with responsibility for Accounting & Financial Reporting, Corporate Finance, Financial Planning & Analysis, Budgeting, Information Systems, Retirement Systems, Internal Audit & Control, Treasury, and Banking.• Improved business performance by establishing recurring operating reviews across all reporting units, significantly improving reporting tools for cost and profit center managers. Implemented a comprehensive multi-year, strategic planning cycle. Drove strong functional and P&L operations accountability as revenue more than doubled to $250 million and EBITDA tripled to $25 million. Growth was achieved organically and through the strategic acquisition of a regional competitor.• Led Financial Reporting (10-K/Q) and Sarbanes-Oxley (SOX) Compliance activities. Prepared, coordinated and presented all financial reporting information/materials for Board meetings and Audit Committee meetings.• Implemented information systems safeguards including greater network standardization and disaster recovery. Spearheaded a multi-year effort to upgrade, consolidate, standardize and integrate enterprise applications while expanding and improving user support and uptime.• Performed due diligence and executed asset purchase for $15 million acquisition. Led purchase accounting and financial integration.• Sold Todd Shipyards Corporation (parent & subsidiaries) to Vigor Industrial LLC in 2011 for $120 million in strategic, go-private acquisition, and transitioned the business to new owners. Led finance-side of due diligence, data room, management presentations, sell-side presentations, shareholder disclosures, board communications, legal and regulatory compliance, and post-close financial integration.

Developed and implemented a range of financial analysis tools to support internal and external public reporting, corporate finance, budgeting, pricing, and strategic planning activities. Reported to the CFO.• Developed robust and scalable financial models that significantly reduced the cycle time and revisions for annual and multi-year operating forecasts, budgets, and multi-year financial plans. • Responsible for financial analysis to support a range of corporate finance initiatives. Evaluated and recommended uses for excess cash resulting in a $22 million extraordinary dividend to shareholders.

Pacific Northwest based private investment firm focused on equity investments in middle market businesses. • Led research and analysis functions, including financial modeling, strategic analysis, market research, due diligence, and portfolio oversight. Structured and negotiated bank financing for leveraged buyouts and strategic acquisitions.• Representative transactions included acquisition of discount retailer, acquisition & integration of Tier 2/Tier 3 aerospace manufacturer, establishment of Mexico-based manufacturing operations for US-based plastic injection molder, and sale of Mexico-based branded beverage bottler & distributor.

Zurich, Ch

Credit Suisse is a global financial services company headquartered in Zürich. Credit Suisse Asset Management’s quantitative strategies team established and managed a $5B portfolio of international index funds. • Assisted in all aspects of development, investment and management for proprietary portfolio of single and multi-market index funds. • Coordinated daily trading of index futures, foreign exchange and international stock baskets.

Mba, Finance & Acounting

Visiting Scholar, Swiss Institute Of Banking And Finance

Ba (Magna Cum Laude), Geography, Math