Fractional & Interim CFOSEC/OTCMarkets/NASDAQ/NYSE/Private/PESelect Industry / Company Expertise • SaaS• Energy • Consumer Products/D2C Marketing• FinTech Cyber Security • Wireless Telecom • DaaS • Retail• Mining • Durable Medical EquipmentSelect Projects / Accomplishments • Completed multiple financial audits, including conversions from Cash to Accrual• Designed and implemented initial board reporting standards for entities that were acquired by a PE• Filed Direct Registration Statement via Form S-1 to begin the IPO process with the Securities Exchange Commission (review of initial document from SEC resulted in only 5 comments relating to the accounting and finance sections of the document)• Established accounting operations in the Philippines to reduce overhead costs for both internal and external business lines – reducing G&A costs by 35%• Raised over $250 million in Bank Debt, Seed & Series fundings• Negotiated multiple shareholder exits to strategic partners or other PE firms• Successfully navigated bank covenants and work-out scenarios during the COVID-19 pandemic• Establishing process and procedures for each client• Implementing systems within IT, HR and finance to increase efficiency, transparency and accuracy• Lead teams of 2 – 45 employees in IT, Accounting, Legal & Human Resources

Adjunct professor for accounting

Senior Global Accounting Executive of a $500 million technology and human resource services company. A Symphony Technology Group Company• Senior executive over the Company’s Global Accounting Policies & Procedures• Managing the international accounting, consolidation function, financial reporting, payroll, accounts payable, billing and audit functions.• Establishing SOX controls to achieve SOX compliance by December 2016• Managing a team of 5 direct reports and 85 indirect reports in North America, Asia and Europe

DS Services was acquired by Cott Beverages (NYSE: COT) on 12/12/2014Manage the accounting function for a $1 billion consumer products company• Served as a key role managing all facets of financial systems, reporting, cost accounting, analytics, budgeting, forecasting and GAAP compliance for this leading provider of home and office beverage delivery services• Managed the accounting function for a $1 billion consumer products company• Designed and implemented SOX controls to achieve SOX compliance;• Implemented the BlackLine accounting tool (reconciliation and matching modules) to increase the efficiency of the accounting department• Managed a team of 3 direct reports with 12 indirect reports

Met the challenge of managing all finance, accounting, and treasury functions for this NYSE-listed BDC/Holding Company/Private Equity company, while contributing additional service as an active member of the Disclosure, Pension and 401K Committee. Investments included Consumer Products, Oil & Gas, Insurance & Financial Services• Led the consolidation of multiple entities spanning the consumer products, insurance, asset-backed lending, investment vehicle (trading securities) and real estate industries• Assisted with securing capital raises of $1.2mm in Senior Secured Debt and $400mm of Preferred Stock; maintained relationships with creditors and preferred stock holders; ensured compliance with all negotiated covenants and reporting requirements• Responsible for the timely and accurate filing of all required SEC forms, including Forms 10-K, 10-Q, 8-K, 14C, S-4, S-3, S-8 and Regulation 3-16 Financial Statements• Eliminated over $750,000 in operating expenses through the leadership of an operating efficiency project spanning all subsidiaries• Assisted in the closing of capital raising initiatives, securing $1.2MM in Senior Secured Debt and $400MM through the issuance of Preferred Stock; monitored and maintained compliance with debt covenants• Led the company through a series of three major acquisitions, including one reverse acquisition and a transaction between entities under common control

Company was acquired in September 2008.• Launched all initial accounting policies and procedures, designed to shepherd the company through a period of massive growth, from $100MM to over $500MM in annual revenue• Secured $500,000 in annual cost savings through effective negotiations with a network of vendors that included Office Depot, American Express Card Services, and Enterprise Fleet Vehicles• Effectively managed a full spectrum of corporate finance functions, including general ledger, accounts payable, accounts receivable, payroll, financial reporting (internal and external) and revenue recognition; • Supervised a team of 32 employees engaged in GL Accounting, International Accounting, SEC Reporting, Accounts Payable and Accounts Receivable, achieving less than 5% turnover• Led due diligence efforts in support of three corporate acquisitions and five product acquisitions • Served as a trusted advisor and subject matter expert to senior leadership and department heads, providing budget to actual analysis and forecasting guidance• Ensured the timely and accurate filing of all required SEC forms, including Forms 10-K, 10-Q, DEF 14A, 8-K, S-3, SC 13G• Streamlined processes to achieve a 15 day reduction in the monthly close process• Directed a successful conversion from FAS123 to FAS123(R) for the accounting for stock compensation including Stock Option, Restricted Units, Restricted Shares and Employee Stock Ownership Plan• Designed the initial implementation and managed the on-going requirements of Section 404 of the Sarbanes-Oxley Act of 2002