• Developed and managed annual budgets, re-forecasts and strategic plans for software technology group employing 100 professionals. Supervised 5 full-timers plus ten part-time staff in season. • Full Enterprise Risk Management in continuous successful certifications and financial audits, including PCI Level One DSS 3.2 compliance, SOC 1 Type 2, and KPMG external audits. • Created and led new Merchant Operations group that achieved $1.2 million operating profit in 2017 on merchant volumes of $400 million.

• Led early-stage firm to +40% annual revenue growth, profitability and positive cash flow.• Secured 8-figure buy-out at attractive valuation. Including due diligence, audit, investor relations, and subsequent integration of ERP accounting from SAP-One to JD Edwards. • Won Arizona Innovation Challenge for 2013. Wrote the winning Grant and presentation to beat 200+ other firms to receive one of only six Grants for technology innovation. • Built strong Finance functions including job costing, controls framework, many other Fin & HR processes.

• Top executive of ultra-high-net-worth family office, with interests in Real Estate, Technology, agriculture and market and private-equity assets well in excess of $100 million. • Managed a multi-state 25+ member team operating managed real estate and the main office. • Worked closely with leading LA and NYC family office counsel – tax and estate attorneys, financial advisors, CPA, auditors, charities, etc. Spearheaded the transition of a sizable asset portfolio to the next generation at net tax rates under 10% over the course of three years. • Structured and negotiated over $150MM lines of credit, mortgage financing, and mezzanine debt. • Acted as family representative on company and not-for-profit boards.

• Designed and streamlined financial and operating systems, and implemented new property management ERP that increased controls, reporting and profitability.• Engaged in multi-year complex negotiations on agriculture business, doubling profits (+$2MM) increasing the asset market value by $30MM.• Planned and executed over $10MM of property refurbishment, build-outs and tenant improvements, gaining full ROI on investments with lease rates generally higher than industry trend.• Appointed Riverside City Council to committee for $200MM development. Final mapped 160 home sites.• Excellent (top 1%) tax return preparation skills for business, real estate LLCs, p-ships, JVs, individual and family office (trust, estate, foundations) returns. Personal preparation of over 100 returns every year.

• Co-founded, operated and sold the world’s largest theme park ticketing online consumer website. • Built Finance function from scratch, and drove the business from start-up to, in 24 months, $6MM annual sales at positive cash flow and earnings in a competitive low-margin industry. • Led venture capital efforts, secured seed capital in 2000, mezzanine in 2002, and exit in January 2003.

Member of a 3-person executive team that led the full-lifecycle start-up and strategic sale of a high-tech services NYC company, at the peak of the market, to large ad agency. Built a scalable financial, accounting and reporting structure, and instituted fiscal discipline and controls to generate profitable revenue and solid earnings.

• Chosen one of the first four staff for $35 Billion global business working directly with the Kraft Foods EVP Strategy and Kraft Worldwide CEO. • Earned 1995 President’s Award for multiple board level projects: the divestiture of a $7 Billion business; $3 Billion in acquisitions of 5 brands; the creation of Kraft’s Investor Relations Initiative; and portfolio analysis on global mega-brands and categories such as Philly, Miracle Whip and Milka. • Led a matrixed annual plan process for $35 Billion global business, reviewing financials and marketing across categories, territories and major countries. Included target-setting, evaluation of cross-border and local marketing, worldwide share management, and capex allocations. • Developed a competitor analysis database offering leadership insights into ROA, ROI, ROE and EVA that was used in strategic planning for M&A, talent management, and executive incentive plans.• Wrote sections of Philip Morris Annual Report, Food-related 10K and 10Q disclosures, proofed all AR, 10K and 10Q data related to Food.

In Brand: Won 1993 "Brand of the Year" Award in the Retail Cheese Division. Managed $600 million revenue of P&Ls, $50 to $100 million Capital Expenditure budgets, and $120 million+ in Advertising & Promo spending for extremely high profile brands such as Handi-Snacks and Kraft Naturals. Ideated, created and led two projects that delivered over $35 million NPV savings on commodity hedging, and cheese sourcing. In Operations: Wrote Financial Controls manual for first joint Kraft-General Foods distribution center. Implemented financial controls over $3 Billion specialty vendor management system. Chosen as 1992 "Finance Person of the Year" for a spare-time project that cut $5.6MM from Swiss cheese sourcing.

Financial, operational and trust audits, and financial consulting engagements to public, private and multinational corpo¬rations ranging in size from $60MM to $35 billion, in the Manufacturing, Healthcare and Services industries. Clients: Kraft Foods, ANGUS Chemical and Woodhead Industries (mfg); Mercy Hospital, Northwestern Memorial Hospital; Baker & McKenzie, Chapman & Cutler, Sidley Austin (law); Equity Residential, Equity Office Properties, and Eagle Industries Inc (real estate).