Lumiere Strategies provides business development, technology strategy, and financial leadership for growing businesses throughout the San Francisco Bay Area and beyond.From cutting-edge inbound marketing execution, implementation of tactical technology solutions to insight into the financial levers that drive profitability, Lumiere strives to directly improve the bottom line of every client we work with.

Established and managed the technology platform, workflow, and business development for a fast-growing firm that specialized in providing offsite financial and accounting services to hundreds of professionals, high net worth families, and growing businesses throughout the San Francisco Bay Area and beyond.

2009 - 2013 Director of TechnologyProvide vision and leadership for technology initiatives involving data, analytics and reporting. Responsible for management of IT infrastructure including development, database, network administration, IT compliance and help desk resources. 2007 - 2009 Finance DirectorResponsible for financial reporting of residential investment group including instrument pricing of RMBS and structured financial product instruments, and coordination of SEC and investor reporting packages for quarterly close.

• Responsible for financial planning, setting strategic goals and reporting performance results for over $500.0M of product revenue and six separate business lines of consumer financial products• Member of integration team, identifying and managing integration and synergy opportunities including adjacent market opportunities, leveraging of internal vendor capabilities and a reduction of redundancies.

• Provided financial insight to all aspects of the business (operations, marketing, and sales during a dynamic growth period capturing a significant market share.• Reported to the president with exposure to the board of directors, communicating business decisions, quarterly results and planning assumptions.• Managed external auditor relationship and assisted in the implementation of numerous accounting concepts, including deferred acquisition expense, revenue recognition methodology, and deferred tax assets.• Managed numerous key relationships (Chase, Citicorp, Bank of America and First Horizon) implementation new customers, resolving escalated day-to-day operational issues and providing performance reporting. • Worked directly with the team of investment bankers, underwriters, corporate counsel and board of directors to prepare S-1 for initial public offering and respond to two separate requests for additional information from the SEC.• Worked with First Data Corporation M&A team to establish a financial model used to justify the acquisition. Participated in team that worked with investment bankers to justify, secure and manage working capital line of credit.