President of a U.S. based multi-family office offering an elevated, discreet, and personalized experience. We provide the following services to our valued clients:* Wealth Management* Tax Planning and Accounting Services* Advice on Legal Matters, Trusts and Corporate Structures* Turnkey Non-Financial Asset Management and Custodial Arrangements* Concierge Services Tailored to our Clients Specific Needs

Directed CFO related activities for five unique Food & Beverage concepts for family owned Bruno Restaurant Group. Led corporate strategy, supply chain optimization, accounting functions, performance management, IT and HR.

Led strategic direction and overall operations of the 600 person Corporate Real Estate and Transportation Services divisions as well as the project management of Shared Services transformation initiatives that supported the success of PG&E business units.* Developed and launched a comprehensive long term Corporate Real Estate strategy* “Clean Energy” leader - San Francisco headquarters building only one of six existing buildings awarded Gold level LEED by the U.S. Green Building Council* Workspace optimization - new Bay Area campus, adjacency studies; efficiency metrics, etc.* CB Richard Ellis successfully integrated into PG&E Corporate Real Estate functions, including project & facility management* PG&E has 6.7M square feet of real estate; over 2,500 buildings* Led Shared Services process optimization efforts – 13 Lean Sigma Teams; gauged additional outsourcing opportunities, etc.* Transportation Asset Rationalization/Utilization (~12,000 heavy & light duty vehicles & aircraft)* Eliminated over 1,500 underutilized vehicles; implemented 59 vehicle pools* Realized 2007 transformational savings of $13.9M* Directed PG&E's initiative to have more than 1,300 clean energy vehicles in operation by the end of 2007. In 2007, Automotive Magazine recognized PG&E as the top alternative fuel fleet in the U.S.* Developed long-term aircraft strategy including the acquisition of new aircraft in 2007* Supported initiatives to optimize the deployment of materials throughout PG&E's service territory – enhanced warehousing, reconfigured distribution network, efficient transportation, etc.

Led the transportation needs (ground and air) of the largest utility fleet in the U.S. Key activities included asset management (~$800M replacement value), repair/maintenance (64 sites), and clean air engineering and vendor relationships. After nine months at PG&E, promoted to Senior Director, Operations Support & Excellence (October 2006).

Primary responsibility (project management, supplier evaluation, financial analysis, integration, etc.) for Entergy’s Business Process Optimization (BPO) initiative, which assessed the viability of outsourcing non-core functions, including IT, Finance & Accounting, Supply Chain, Billing, and Human Resources.

Directed the acquisition and validation of meter/billing data for 2.7 million customers. Significant focus on optimizing cost and performance of third party service providers via aggressive sourcing techniques (i.e. utilization of on-line reverse auctions), service level agreements, and pinpointed Automated/Smart Metering. In 2004/2005, over $3M in annual savings realized, while performance (i.e. accuracy) was top quartile (EEI Benchmarking).

Managed the integration & user acceptance testing for the initial release of a SAP Customer Care System. Worked in concert with the overall project director on issue/resource management.

Responsible for all aspects of Entergy's Payment Processing (Remittance Processing Center; over 600 third party payment locations; over 2.7 million monthly transactions via all payment platforms). Remittance Processing costs and accuracy were consistently industry top quartile.

Managed walk-in payment activity (over 800,000 monthly transactions) for all Entergy jurisdictions. As the leader of a Best-In-Class initiative, developed and implemented an in-house real time walk-in payment platform that won an Entergy Chairman’s Award (Special Customer Service Award). Outsourcing was also heavily utilized.

Centralized & standardized walk-in payment processes across Entergy’s five regulated jurisdictions. Administered third party contracts and implemented key performance metrics.

Handled a variety of customer related initiatives for two Entergy jurisdictions (in LA & AR), including customer research, complaints, business plans, rate analysis, and internal reporting.

Responsible for customer & political/regulatory needs in several Louisiana parishes (counties).