I provide financial consulting services including permanent CFO, interim CFO, financial organization assessment, creation of short-term and long-term financial plans, and executive coaching. Engagements include:Consultant to the Chief Financial Officer - MV Transportation (Transportation Services)2020 – Dallas, TXProvided assistance to the CFO and staff of a privately owned $1 billion revenue transportation services company.Interim CFO - United Way of Metropolitan Chicago (Non Profit)2019 – Chicago, ILServed as Interim CFO at United Way of Metro Chicago, one of the largest private funders and most effective convener of human services in the Chicago region.Consultant to the President - The Boelter Companies (Distribution, Retail, Manufacturing)2016 – Milwaukee, WIProvided a performance assessment of the CFO and Finance Department for a privately-owned $375 million distributor to the restaurant and food & beverage industries. Examined people, processes and systems, and developed recommendations for improvement.Interim CFO - Leapfrog Online (Technology)2015 – Chicago, ILServed as Interim CFO at Leapfrog Online. Leapfrog is a digital performance marketing company that helps brands capture new customers and revenue growth opportunities through leading-edge and innovative digital direct marketing technology. Leapfrog is a leader in the strategic use of consumer data, understanding the consumer journey, and developing effective customer acquisition strategies that deliver game-changing business results for brand marketers.

A single family office established utilizing the proceeds from the sale of Market Facts. Founding partner and investor in NexGen Capital Partners (see below). Secured commitments for $35 million of investment capital from four institutional investors to fund an acquisition of three companies in the business services industry.

As a founding partner and investor, served as Senior Managing Director, Chief Operating Officer and Chief Financial Officer of NexGen Capital Partners LLC, a start-up firm providing investment advice, advisory services and investment products to financial institutions, foundations and individual investors.

A $200 million provider of marketing research services in the USA and Canada, and joint ventures in Europe, China and India. Recognized by Forbes magazine as one of the 200 Best Small Companies in the U.S. and by BusinessWeek magazine as one of the 100 Hot Growth Companies.Chief Financial Officer and the senior administrative officer responsible for overseeing parent company and seven subsidiaries. Served on Board of Directors and Board Audit Committee. During tenure as CFO company revenue grew by 5x, net income by 12x and enterprise value by 31x.Transformed the company’s finance department by recruiting a new accounting team, introducingfinancial best practices, installing new enterprise software (Deltek), implementing new business planning and budgeting practices, creating an FP&A function, and installing an executive dashboard with real-time reporting of KPIs.Raised $50 million in stock offering. Also performed a reverse tender offer (stock buyback) with subsequent resale to a private equity investor.Completed seven acquisitions.Sold company to a strategic buyer at a stock price near an all-time high in a transaction of $300 million.

Financial officer for three Macmillan subsidiaries: National Register Publishing (NRPC), Standard Rate & Data Service (SRDS), and Marquis Who's Who.

A privately-held consumer electronics chain with 18 stores in Illinois and Indiana.Chief Financial Officer and senior administrative officer.

A $5 billion retailer / wholesaler with eight operating divisions and 3,500 stores. A subsidiary of Household International (NYSE).Held seven positions of increasing responsibility in Financial Management and Strategic Planning