Lumenis Financial Solutions Program Manager (Lumenis LTD)Dates Employed May 2019 – currentEmployment Duration 2 yrsLocation Silicon Valley

Lumenis Financial Solutions Program Manager (Lumenis LTD)Dates Employed May 2019 – Dec 2020Employment Duration 1.5 yrsLocation San Jose, CALumenis Financial Solutions funded 204 transactions in 2019 totaling $16.5M in our first year of operations!

Agitaas is a provider of lease financing consulting services to Bay Area Fortune 500 clients. Agitass focuses on client readiness for compliance with the new Financial Accounting Standards Board Lease Accounting Standard.FASB Lease Accounting Consultant• Responsible for business development/strategic direction for net new clients, develop and communicate proposals by conducting presentations, winning new customers. Won contracts with 3 Fortune 500 clients in first year.• Examined clients' existing customer and supplier relationships to evaluate capitalization impacts of the new lease accounting standard addressing problems and improving financial metrics.• Grew pipeline by 350%; closed $240k in first 18 months.

Grandview Credit was a leading provider of lease financing services, capital/operating lease originations and real estate investment capital. Leasing Sales Consultant (01/03 - 08/09)• Developed equipment financing business for telecom and manufacturing verticals.• Critically analyzed customer requirements, positioned equipment financing services, won new customers.• Increased sales volume from $0 to $75MM in 3-year period. Real Estate Financing and Investment (09/09 - 12/15)• Provided investment capital and bridge financing to commercial builders.• Acquisition and development of commercial real estate/multi-family properties. • Completed financings included: $3.5MM condo development; $10MM apartment complex, $3.7MM medical office building.

Technology Credit Corp (TCC) is a leading provider of private label vendor financing programs. TCC programs include equipment leasing sales/originations, accounts receivable purchasing/factoring, billing/collection services and full remarketing of legacy equipment.

Ascend Communications (now a division of Alcatel-Lucent) was a telecom equipment manufacturer that grew revenues from $150MM in 1995 to $1.3B in 1999, acquired by Lucent Technologies in 1999 for $24B.• Managed equipment financing sales program for telecom equipment manufacturer. Closed over $600MM+ • Reviewed customer financial statements and documentation on a preliminary basis.• Reported directly to the Ascend’s Sales, Finance, Accounting and Marketing personnel, including C level, to develop hands on solutions in meeting and exceeding vendor revenue recognition goals.• Grew quarterly lease originations from $300k in Q1 1996 to over $112MM in Q1 1999.• Project Financing/Collaborate and administered highly customized, full service contracts bundling equipment, installation and 7-year maintenance costs; $250MM+ in revenues to Ascend.• Created and presented each financing proposal directly to enterprise and telco customers and via Value Added Reseller (VAR) channels.• Negotiated funding terms with banks/funding source entities, including pricing and credit enhancements.• Conducted training presentations to sales teams on utilizing lease financing as a competitive sales tool.• President’s club – 5 years - 1997, 1998, 1999, 2000, 2001; managed a sales support team of five.

Network Equipment Technologies was a manufacturer of networking equipment and VoIP solutions. NET was acquired by Sonus in 2012.• Responsible for equipment financing sales, and net new customer growth. Exceeded $5MM sales goal.• Assessed customer needs, positioned financing solutions, and managed client relationships.• 125% of Sales Targets; Over $6MM in new lease originations.

Lindquist LLP is a professional services firm serving the specialized audit, accounting and compliance needs of its clients.Compliance AuditorDuties included:• Performed payroll audits to confirm appropriate employer contributions to employee benefit trust funds in compliance with various union labor agreements. Performed employer and employee interviews.• Research and reviewed employee work records and employer reported state and federal tax filings to ensure complete employer compliance with labor agreements, expanded review if violations were discovered.• Reviewed cash disbursements journals, investigating any potential payments made for work defined as under the scope of the labor agreement.• Presented audit results in writing with recommendations to senior management.

Chevron's Work-in-Progress group is tasked with tracking the amount of WIP in inventory at the end of an accounting period and assigning a cost to it for inventory valuation purposes.Accounting Clerk• Reconciled Chevron's WIP backlog of outstanding charges/items to appropriate capital and expense accounts for the exploration/production units in the Gulf of Mexico. Completed a 3-month project in under 4 weeks.• Reconciled Chevron's WIP backlog of outstanding charges/items for the Middle East exploration/production units.