• Formed structure of a family office in the U.S. for Canadian family dealing with expatriation, foreign trusts, estate planning, investment structure and real estate transactions. Assessing and managing debt structure and related underlying assets, including disposition of real estate and a motor yacht. • Acting CFO of the commercial real estate division of a multi-national family office enterprise. Involved in the negotiation of the sale of a commercial shopping center and the sale of a multi-level residential/commercial property. Managed accounting and leasing staff to enable best practices and support qualified tenant diligence and lease agreement negotiations.• Intricately involved in the restructuring of four rural hospitals’ financial and operational infrastructures. Specifically focusing on contractor negotiations, management/settlement of various legal issues and lawsuits, and staffing reorganization. Working with CEO to acquire a larger hospital, including negotiating with financial institutions for acquisition debt and capital. Negotiating the disposition of a hospital facility with the local county governance and various potential acquirers to a successful sale. • Consulted in the workout of the business through Chapter 11 Bankruptcy filing. Intricately involved in working with Chinese Manufacturers, including design, costing, importing and distribution of product. Interacting with retail buyers of The Home Depot, Walmart Canada, Ross Stores, and JCPenney. Managed cash flow and operations with bankruptcy legal counsel and newly hired accounting staff.• Consulted in the implementation and successful raise of over $5M in capital investment. Involved with the Board of Directors on all BOD management decisions of the company, the various product development critical path, and potential strategic exit strategies. Managed budgets including a multimillion-dollar Research and Development Budget and business operating budget.

Great White Shark Enterprises is a multi-national corporation headed by Greg Norman with its corporate head quarters located in West Palm Beach, Florida. The company's interests are primarily focused around golf and the golf lifestyle. Companies that operate under the Great White Shark umbrella or in a licensing agreement include Greg Norman Golf Course Design, Greg Norman Collection, Greg Norman Estates Wine, Greg Norman Australian Prime, The Greg Norman Australian Grille, The Greg Norman Production Company, Greg Norman Eye Wear, Greg Norman Turf Company, Great White Shark Opportunity Fund and Greg Norman Interactive. http://www.shark.com/gwse/

Tax Service Coordinator for over a million dollars of tax services for public and nonpublic companies, including overseeing the daily operation of a twelve person tax department staff. Performed tax research regarding mergers and acquisitions, general corporate transactions, and individual tax planning. In New York, dealt with the areas of Derivative products, Swaps, Futures, Forwards, Wash Sales, and other complex financial instruments. Prepared and reviewed complex Corporate, Investment Partnership, and Individual tax returns.

Developed complex estate planning strategies, along with investment advising, insurance and retirement planning for high net worth individuals. Consulted business owners in areas ranging from cash management and retirement planning to business insurance and succession planning.

Staff AuditorPerformed audits of Johnson & Johnson, and several science technology companies.Tax Associate, Tax DepartmentResearch and prepared tax returns for various securities clients. Computer programs designed and implemented.