I have been the CFO for private for-profit companies and non-profits. I bring over 40 years of financial management, primarily in financial services, real estate-based companies, health care services companies and non-profits. I have extensive knowledge of scaling operations, endowment management, merger and acquisitions, including leading the due diligence and post-close integration of 15 acquisitions.I was the CEO of a SEC registered mutual fund and investment adviser. I led the re-financing of $110+ million in taxable and nontaxable bonds and I have worked with venture capital and private equity funded companies, which ranged from pre-revenue to over $500 million in revenues. Prior to joining FLG, I served as CFO for two multi-state senior living companies one of which was acquired by a public company. I also helped start a San Francisco Bay area Community Development Financial Institution (CDFI) bank that has grown to more than $1 billion in assets. I now interested in advisory or board opportunities.
Listed skills include Start Ups, Mergers And Acquisitions, Venture Capital, Business Planning, and 29 others.