Founded in 1987, B2B CFO® is the largest CFO and Business Transition services company in the nation. The experienced partners provide senior level executive services to privately held businesses and growing companies who need assistance in finding solutions to their business challenges.

Provided an array of professional strategic business consulting services and tactical financial CFO services to privately-held companies and business owners.International Business Consultant under contract with Pizarro Trust Group (see below) and other investment companies.Managing Director at Energia Investment Holding Ltd, an international alternative energy project.

Acted as CFO, International Investment Manager, Protector and Policy Advisor with ultimate worldwide responsibility and accountability for all trusts, trust funds, investments and operational activities engaged in by all entities. Pizarro Trust Group is a privately held international investment trust management company that manages trust funds for privately held businesses and family office trusts.The main managed investment asset, until its divestment in early 2012, was… Show more Acted as CFO, International Investment Manager, Protector and Policy Advisor with ultimate worldwide responsibility and accountability for all trusts, trust funds, investments and operational activities engaged in by all entities. Pizarro Trust Group is a privately held international investment trust management company that manages trust funds for privately held businesses and family office trusts.The main managed investment asset, until its divestment in early 2012, was Vanguard Logistics Services (revenue +$800M), a multi-national ocean, air and land transportation operator providing global transportation, warehousing, logistics and supply chain solutions to shipping and freight forwarding companies. The international network extended to +100 countries including 80 owned offices in over 30 countries. The company was acquired by a London based private equity group.Managed assets and activities included global treasury trust funds, a property management company in London, substantial property investment portfolios in the U.K., a sports franchise, a family office management company, a luxury yacht management company including a luxury yacht and also a philanthropic foundation. Key Responsibilities and Accomplishments:• Corporate, legal, accounting, tax and financial management oversight of +80 operating and investment holding entities worldwide• Responsible for several corporate acquisitions, including strategic planning, funding and integration, in U.S., Europe, U.K., China, Australia, New Zealand and South America• Architect and initiator of the global operating and offshore corporate structures for the investment trusts and also the multi-jurisdiction tax and estate plan for a high net worth entrepreneur and his family• Enabled substantial actual savings in U.S. income taxes and capital gains taxes and potential savings in U.S. estate taxes over the last 10 years for a high net worth entrepreneur and entities owned by the investment trust. Show less

Co-founded and established a successful startup outerwear clothing and wholesale distribution company and brand name (revenue +$7M) geared towards the Canadian equestrian and western apparel retail markets. The company imported oilskin fabric, manufactured oilskin coats and jackets and distributed those products as well as the famous line of Akubra outback hats from Australia.Managing Director and corporate strategist, managed the finance, accounting, purchasing and inventory functions… Show more Co-founded and established a successful startup outerwear clothing and wholesale distribution company and brand name (revenue +$7M) geared towards the Canadian equestrian and western apparel retail markets. The company imported oilskin fabric, manufactured oilskin coats and jackets and distributed those products as well as the famous line of Akubra outback hats from Australia.Managing Director and corporate strategist, managed the finance, accounting, purchasing and inventory functions and promoted and marketed the product line at trade shows. Show less

Director and executive team member of publicly traded automotive startup company that was developing an innovative drop-bed pickup truck for the U.S. market.Responsible for the finance, accounting, reporting, budgeting and financial forecasting functions during company development stage.

Director and executive team member of this ocean, air and land transportation operator (revenue +$100M) providing global transportation, warehousing, logistics and supply chain solutions to shipping and freight forwarding companies.Responsible for finance, accounting, reporting, budgeting, financial forecasting and treasury functions during the initial fast growth development years as the company established itself as the world’s leading international ocean freight… Show more Director and executive team member of this ocean, air and land transportation operator (revenue +$100M) providing global transportation, warehousing, logistics and supply chain solutions to shipping and freight forwarding companies.Responsible for finance, accounting, reporting, budgeting, financial forecasting and treasury functions during the initial fast growth development years as the company established itself as the world’s leading international ocean freight consolidator.See Investment Manager above (Vanguard Logistics Services) Show less

Container shipping line with container ships operating in the Australia-Japan-Korea trade conference. Responsible for the management accounting function of the shipping line which covered cash management, ship operating, container management, international agency activities and budgeting.

This shipping line owned a fleet of reefer ships trading cargoes between South America and Europe. Responsible for the financial accounting function of the company which covered accounting, reporting and cash management.Worked under contract through an accountant outsourcing agency.

I trained in 3 professional CPA firms while completing my CPA qualifications and gaining my CPA certification.General accounting experience in audit and tax work across a wide range of companies and businesses.