Gerry Gitchell, Cpa (Inactive), Cma, Cfm Email & Phone Number

Walnut Creek, California, Us

West Palm Beach, Florida, Us

Wakefield, Massachusetts, Us

Manage finance and human resources for endpoint Clinical Inc. a leader in developing IVRS/IWR systems for clinical trials since 1998. Endpoint deploys systems to small, medium and large pharma for domestic and global studies. Managed growth from 30 employees and $5MM in revenue to 200 employees and $50MM in revenue

Managed $425m portfolio and was in the top 25% quartile of comparable portfolios managed. Chaired the investment and employee benefits committees and met quarterly with the Board of Directors and other senior executives. Responsible for managing and forecasting $15m budget; had departmental oversight of the finance, human resources and accounting functionsArchitected benefits plan change from PPO to HSA resulting in a $300k savings and a 90% employee satisfaction ratingMember of the Global 400 foundation Chief Financial and Investment Officers alliance

Managed 15 person staff and $50m budget across four sites; improved net income 30%Developed and implemented SRC software that improved operation efficiency 200%. Trustee for $15m pension fund

Built operational office that facilitated growth in investment accounts from $30m to $300m in 2 yearsSetup from scratch client service group; hired and trained all staff, installed software and network hardware and implemented key accounting/HR policies and proceduresManaged back office trading unit; handled equities, bonds, options, swaps and repos/reverse repos

San Francisco, Ca, Us

Co-developed investment industry business. Led audit and tax engagements. Created and delivered staff training seminars in audit, tax and legal issues. Developed partnership allocation model and audit and tax programs for investment partnerships.