Consultant to Financial Services Firms Regarding Packaging InvestmentsInterim Chief Financial Officer – Packaging Company with ~$0.5 billion in sales• Led team of 30 finance, accounting, IT, procurement, and risk professionals.• Partnered with senior leadership team and board of directors to improve gaps in business processes and controls. • Completed year-end audit and budget and secured small capital raise to improve liquidity.

(NYSE: CLW) $2B sales and $0.2B EBITDA manufacturer of bleached paperboard and at-home tissue products.Held full oversight of accounting and financial reporting, FP&A and strategy, treasury, internal audit, tax, and investor relations functions and was responsible for pension oversight. Rebuilt senior finance team. Directly interacted with the board of directors, bankers and advisors, rating agencies, and investors. Team generated share price/total return of 76% during tenure. Staff: 60.• Executed refinancings, $275M high-yield bond and $275M asset-based loan, to achieve greater financial flexibility.• Developed financial decision-making support tools, including make vs. buy decisions and site-level economic viability, which resulted in a recommendation to close a site with an announced EBITDA benefit of >$10M annually. • Introduced financial rigor and industry best practices to the capital expenditure process to improve project execution certainty and financial results.

PE-owned parts manufacturer for semiconductor and display fabricators acquired by EnPro in 2021.Full accountability for finance, accounting, IT, HR, and risk functions. Improved gaps in business processes while providing clarity on profit and cash flow drivers. Staff: 20.

(NYSE: KS) $3B sales/$0.6B EBITDA paper and packaging company sold to WestRock Company in 2018.Senior leadership team member with direct responsibility for strategy, M&A, accounts payable, credit, cash management and treasury, pension management, risk management, and payroll. Contributed to investor relations. Directly interacted with the board of directors, bankers and advisors, rating agencies, and investors. Team generated share price/total return of 43% during tenure. Staff: 25.• Led team that worked with the board and outside advisors to value the company, consider strategic alternatives, and market the company, which resulted in a $5B sale to WestRock Company.• Executed acquisition financing with $1.915 secured loan and refinancing of $275M securitization.• Led cross-functional M&A team across full deal lifecycle, from idea generation to integration, leading to over 40% sales growth over 3 years, including $615M acquisition of Victory Packaging, enabling expansion into new line of business and 4 smaller acquisitions and greenfield investments, significantly expanding converting footprint in 3 new geographies.• Championed investment in supply chain, including linear program model that analyzed various shipping and production scenarios, to optimize profitability and service across 4 production mills and over 20 converting sites.• Improved cash flow and earnings by recommending closure of unprofitable converting plant and executing sale of the real estate.

(NYSE: BZ) $2.5B sales/$0.3B EBITDA paper and packaging company sold to Packaging Corporation of America in 2013.Senior leadership team member with direct responsibility for cash management, credit, insurance, energy procurement, risk management, and pension management. Contributed to strategy, M&A, and investor relations. Directly interacted with the board of directors, bankers and advisors, and investors. Team generated share price/total return of 81% during tenure. Staff: 20.• Led team that worked with the board and outside advisors to value the company, consider strategic alternatives, and market the company, which resulted in a $2B sale to Packaging Corporation of America.• Directed financial analyses resulting in operational decisions to close ~15% of office paper capacity and invest ~$120M to convert newsprint to containerboard capacity.

Investment banking subsidiary of JPMorgan Chase & Co.Senior team member directly responsible for CEO/CFO-level client relationships. Identified new business opportunities and provided comprehensive capital markets, risk, and strategic advisory analyses and solutions, including valuation and due diligence. Spent portions of 1999 and 2000 in the Hong Kong mergers and acquisitions group focused on executing strategic advisory assignments.• Executed >$50B mergers and acquisition transactions.• Raised >$35B in debt capital markets transactions, including yield and investment grade bonds and syndicated loan facilities, and >$13B in equity and equity-linked securities.

Formerly known as John Nuveen & Co. Owned by TIAA. Sold investment banking division to Piper Sandler Companies in 1999.Provided merger and acquisition advisory and raised municipal bonds for healthcare industry clients.