Wendy Mueller Email and Phone Number
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Wendy Mueller personal email
Wendy Mueller is an executive with experience in private offerings, restructuring in bankruptcy proceedings, debt investments, fund raising, public accountancy, and governance. Her background as a CPA, which includes 5 years with a Big-6 firm, includes audit, tax, M&A, SEC filings, and private Reg D SEC Funds. Wendy’s skills are best utilized when significant complications are at hand. As a Managing Director or CFO, she primarily works side by side with the CEO, CIO, Principal, investor, or entrepreneur providing trust and stability while working toward a sustainable strategy. Because of the many restructurings she has been involved with as an investor and in public practice, she is able to provide insight and support when there is never a “right” answer to a path forward. Wendy most recently joined LactaLogics as CFO when she learned that not all preemies receive the an exclusive human milk diet. Prior to LactaLogics, Wendy was Co-founder and Managing Director of USDR Investment Management, an SEC registered advisor of alternative investment funds. Over $200 million of committed capital was raised and placed over a series of private funds investing in large bankruptcy proceedings, beginning in 2009. Examples of investments in bankruptcies include DIP financing, extinguishment and issuances of new debt and/or equity, valuation settlements, convertible debt, rights offerings, trade claims, warrants, and IPOs. The uniqueness of Wendy’s skills was built on a foundation with Coopers & Lybrand in the St. Louis and Houston offices and Acquisition Partners, Inc., a rollup of water and wastewater companies. Her original mentors were from those firms and guided her. She is still in contact with today, almost 3 decades later with her original mentors. As a Board member, Wendy becomes involved when there are significant issues operationally and/or financially. Her most recent board activity was with a Charter school that was one of the lowest performing (5%) in the State of NV. Wendy joined as Treasurer on the Board and quickly worked with the Board Chair to re-work the board, internal leadership, and finances. The school is now performing at or above levels of similar public schools with same student demographics. She left the board when stability was created.Wendy earned her BS from SIU-C while on a full tennis scholarship. Wendy may be contacted currently at 775-772-9860 or wmueller@lactalogics.com
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Chief Financial OfficerLactalogics, Inc. Apr 2019 - PresentPort St Lucie, Florida, UsServes in a key executive position responsible for the overall financial modeling & forecasting. Oversees investor relations, financial accounting, tax, and investor due diligence packages. Instrumental in assisting the Company create a sustainable plan and build its governance structure. Led the creation of internal cash flow monitoring and continuous updating of financial model projections.* Collaborates with family offices, institutional brokers, and current investors to solve a global healthcare issue* Performed an internal review of corporate records and prepared due diligence package and set parameters for an online portal offering information to potential outside institutional investors.* Developed financial scenarios for financial package offering of equity and convert structure. -
Managing Director, Chief Financial Officer, Chief Compliance OfficerUsdr Investment Management 2008 - PresentLeads vision, strategy, and execution for all facets of corporate finance and compliance at this registered investment advisor, with accountability for regulatory filings with the SEC and the State of Nevada, as well as submissions to tax authorities and investors. Serves on the Investment Committee. The firm specializes in bankruptcy investing and other restructuring situations. * Coordinates and leads investor communications, providing insight and updates to fund activities* Engages and oversees Big 4 (KPMG) or National Firm (BDO) in the preparation and issuance of annual financial audits and tax returns.* Maintains accountability for the compliance programs and all changes necessary to sustain adherence to state and federal legal and regulatory requirements.* Oversees the settlement of securities (public and private) and the receipt of funds in liquidating and re-org bankruptcies and the relating analysis of tax effects with reorganizations as provided in disclosure statements.* Appointed Agent of the Issuer for the State of Nevada for securities of USDR Funds; closed over $200M in committed capital since 2009.
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President And OwnerMueller And Company, Inc. 2004 - 2013Pioneered the launch and continued management of this public accountancy firm, building a client base of high net worth individuals and their businesses. Engaged in financial reporting and analysis, tax administration, management of audits and communication with clients.* Sold the book of business to concentrate efforts in an executive role with USDR Investment Management
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Certified Public Accountant And ManagerWilliam J. Crandall Chartered 2001 - 2004Exercised responsibility for annual tax filings for individuals and business clients of this public accountancy firm. Engaged in financial reporting and analysis, tax administration, management of audits, and client communications. Improved and modernized operations while gaining expertise in tax work.
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Vice President - AcquisitionsAquisition Partners, Inc. 1998 - 2001Part of an acquisition team that was tasked with a roll-up of private water and waste-water companies. Duties included due diligence of targets, working with owners to sell their business, and working with counsel for the acquisition documents. Additional duties included working with court appointed receivers for water companies that needed oversight due to water quality and reporting issues.
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Business Assurance AccountantCoopers & Lybrand 1993 - 1998Began career as an Associate in the Business Assurance (Audit) division in Coopers & Lybrand St. Louis, MO office. After being promoted to Senior Associate, transferred to the Houston, TX office and continued to work on large public company audited financial statements. Duties included annual and quarterly financial statement audit/reviews and various other SEC filings. Left shortly after being promoted to Manager to work with Acquisitions Partners', Inc. in the acquisition of water and wastewater companies.
Wendy Mueller Skills
Wendy Mueller Education Details
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Southern Illinois University, CarbondaleAccounting And Business And Administration -
Colorado Springs Christian School -
Colorado Springs Christian School
Frequently Asked Questions about Wendy Mueller
What company does Wendy Mueller work for?
Wendy Mueller works for Lactalogics, Inc.
What is Wendy Mueller's role at the current company?
Wendy Mueller's current role is Managing Partner l Change Agent l CFO l Board Governance.
What is Wendy Mueller's email address?
Wendy Mueller's email address is wm****@****ank.com
What schools did Wendy Mueller attend?
Wendy Mueller attended Southern Illinois University, Carbondale, Colorado Springs Christian School, Colorado Springs Christian School.
What skills is Wendy Mueller known for?
Wendy Mueller has skills like Strategic Planning, Mergers And Acquisitions, Investments, Due Diligence, Finance, Financial Statements, Corporate Tax, Auditing, U.s. Sec Filings, Accounting, Assurance, Investment Management.
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