As a Business Intelligence (BI) Consultant, I help companies improve decision-making and optimize processes by analyzing data. By extracting, refining, and preparing data from various sources to provide actionable insights that enhance business performance and competitiveness. I provide or assist in data collection, analysis, visualization, and reporting, often using tools like Excel and SQL and guide organizations in implementing data strategies, ensuring data accuracy, and training employees to use data effectively, ultimately driving business growth and efficiency.- Consulting includes in-depth analysis of business operations in various industries including multi-site retailing, manufacturing, and brand management.- Assistance in implementation of AI integration strategies to optimize business operations and enhance efficiency.- Offering deep analysis of business operations, financial accounting and reporting systems, based upon over 45 years of work experience in numerous and varied industries including:• Multi-site Retailing • Manufacturing and Distribution • Feature Film Production• Brand Management• Patent Litigation management • Integration of AI into business operations• General Business Insight and Planning

Controller/Business Manager, Casa Nuevo Vida, Inc. – Managed the business office and accounting functions for the company which operated Sober Living Houses and a Detox Facility.

Controller, Venice Cookie Company/Evergreen Herbal.Initially hired by Venice Cookie Company's Seattle based subsidiary “Evergreen Herbal” which was formed to expand its business into the newly legalized Recreational Cannabis market in Washington State. Within the first year, I was promoted to the Controller position of the parent company as well as Evergreen Herbal and was relocated to work out of the Los Angeles offices of Venice Cookie Company.Managed financial and accounting processes for this leading Cannabis Processor in Washington State. Designed and developed systems and processes for Evergreen Herbal, including significant control systems (known as "Seed to Sale") which was required by the Washington Liquor Control Board and subsequently for the parent company Venice Cookie Company which had been operating in California’s Medical Cannabis marketplace for nearly a decade.

• Provided tax consulting and preparation services for Individuals, Partnerships, Corporations, and Trusts at H & R Block Premium Office.• Specialized in Income Tax Planning and Consulting for "High Income/High Net Worth" Clients.• Achieved a high level of client satisfaction through personalized tax solutions and attention to detail.

Financial and operations consultant for numerous projects including the complete re-branding of California State University at Channel Islands, several public policy issue campaigns, the development of a brand identity for a multi-faceted real property and film location company, provided support for a proposal to an African television network re-branding project.

Co-founder, COO, Hunts Point Ventures, Inc. – Managed patent infringement litigation for this investment firm owning numerous patents on technologies required in products such as iPods, cell phones and other media players. Two principal patents are crucial for developing and utilizing playlists as well as the data buffering necessary to prolong battery life in such players.

Financial and operations consultant for the privately held investment firm specializing in financing Hollywood based feature films as well as both on and off-Broadway theatrical productions including Hair Spray and Dirty Rotten Scoundrels. Investments included the wholly owned subsidiary, Luminous Entertainment which produced such feature films as Still Breathing, starring Brendon Fraser, and the Sundance Award winning film Twin Falls Idaho.

Managed the accounting, finance and IT departments during the100% growth period of this International Broadcast and Institutional branding firm with clients in over 50 countries and offices on three continents. Winning more Emmys than any other firm in the world, Novocom specialized in brand architecture and awareness for news and educational entities including NBC News, CBS News, Sky News, and RTL News, as well as Universities including UCLA and the nation’s largest school, Arizona State University. I re-designed and implemented the firm’s financial reporting, job costing and management systems and was responsible for contractual relationships with all national and international broadcast network clients. As CTO, I was also responsible for directing and managing the firm’s financial, administrative and creative production technology systems and infrastructure.

Specializing in financial extended education for students, Kidcorp's products were distributed worldwide by the International toy company Discovery Toys and the International Television outreach firm The Charles Givens Organization. Designed, branded, manufactured and marketed the Parent’s Choice Award winning children’s financial education product BanKit.

As Senior Vice-president Chief Financial Officer and Secretary/Treasurer, I managed the departments of Treasury, Accounting and Information Services, with 3 Vice Presidents and a staff of over 35. During this hyper-growth phase of the country’s leading software retailer the company grew from $17mm to over $200mm in sales with more than 1,000 employees in less than 3 years. Responsible for executing the company's several private equity and debt placement financings and its IPO, securing over $70 million of capital. Responsible for all financial reporting according to GAAP, all SEC reporting requirements for a publicly traded company and for implementing and maintaining financial and operating controls, procedures and internal audit to ensure compliance with current reporting and operating standards.

With 6 supervisors and over 30 staff, managed all accounting, financial reporting and cash management and executed the IPO of this Anaheim California based retail chain of off-price fashion clothing stores, raising $17 million of capital while the Company grew from 45 stores and sales of $17mm to over 200 stores and sales of $160mm. Designed and implemented both the company's proprietary accounting system and a sophisticated computerized cash management system. Responsible for all financial reporting according to GAAP, all SEC reporting requirements for a publicly traded company and for implementing and maintaining financial and operating controls, procedures and internal audit to ensure compliance with current reporting and operating standards.

As in-house management auditor, performed analysis and consulting services for the Outdoor Entertainment Division management team. Provided the analysis needed for management to make decisions regarding the switch from the A-E ticketing system to the now familiar one-price ticket model.

CPA/Audit division of Main Hurdman (now KPMG), Los Angeles office. – With staff ranging from 2-5 CPA’s and CPA candidates, managed and performed audit engagements for diverse client base including the OrangeCounty School District, national hospital chain EMI, worldwide heavy construction contractor and large tract home builder J.F.Shea Company.