William Rowland Email and Phone Number

Prepare and managed all budgets and cash flow for the company and its investment portfolio companies.Prepared monthly reports for the Board with consolidated financials.Prepared special reports for new activities to support sales.Managed HR functions including payroll for all companies.Worked with four subsidiaries to manage, account for and forecast company activities.Coordinated and prepared all tax returns with outside accountants.Worked with the bank to coordinate cash activities.Coordinated the formation of an off-shore captive insurance company.Oversaw the receivership of one of the subsidiaries by working with the receiver to close the company.

(Employer Services Organization providing TPA services, HR services and retirement / insurance services to outside organizations.)* Prepared and managed the budget and cash flow to allow CBCA to continue to operate while in receivership for three years.* Worked with the CEO to present CBCA to investor groups which led to the purchase of assets by Simplifi ESO in 2011.* Managed a staff of 12.* Worked with banks to secure a line of credit as a new company.

(Investment advisory services provider specializing in small community bank stocks and managing portfolios for individuals as well as limited partnerships and trusts.) * Brought on board to preserve, operate and grow 4 companies whose assets had been frozen by SEC. * Prepared books for audit to go public and developed new plan to consolidate companies. Plan included Chapter 11's for companies to arrange payments to creditors, and provide capital to operate.* Established sound record keeping system and prepared monthly financials and affiliates.

(Financial service organization providing broker-dealer, investment advisor, investment banking and insurance services.)* Coordinated the operations of five subsidiaries, budgeting, forecasting and managing cash flow.* Formed the broker dealer and prepared the purchase of the insurance agency.

(Start-up investment advisory services, wholly-owned subsidiary of Telhio Credit Union.)* Led daily operations of Financial Services Division that provided brokerage and in vestment services to both members and nonmembers. Services included investment advice as well as the purchase and sale of stocks, bonds, mutual funds and other investment assets.* Developed marketing program for SEG'S to introduce services and establish working programs.

(High-tech manufacturer of thermal printers.)* Responsible for strategic growth / direction, in-house R&D and all operations. Direct reports included VP of Sales & Marketing, VP of Engineering, and Director of Manufacturing.Created formal employee review process and developed in-house Excel program to maintain 401-k Plan in support of HR.* As CFO, managed accounting function and bank relations. Prepared budgets, forecasted sales, managed invoicing and receipts, acquired loans and lines of credit.* Prepared and presented monthly financials to Board of Directors, analyzed financial results, prepared depreciation schedules, monitored and filed documentation for 401-k.

* Led team of 16 associates including a VP, two Assistant VP'S, Portfolio Mangers, Mortgage Lenders and an investment accounting staff.* Created investment strategy for each product and managed mix of assets. Established asset / liability matching. Tracked required investment spread to achieve profitability. * Developed and implemented Excel program that tracked portfolio yield by product, and matched assets with their liabilities to establish market rates.* Recommended and implemented investment guidelines for all assets with Investment Committee of the Board of Directors. * Other experience includes VP / Treasurer and Trust Investment Officer