Experience
BridgeHealth
Operations
Chief Financial Officer
1/2018 - Present
Lead all elements of finance, financial planning and analysis, budgeting, forecasting, tax and treasury. Develop KPIs, dashboards and Board reports. Lead capital raising efforts.
National Entertainment Network
Finance
CFO (Private Equity owned business)
11/2012 - 1/2018
Chief Financial Officer of the private equity owned business. Responsible for all aspects of finance, accounting, financial modeling, budgeting, FP&A, tax, treasury, capital raising and M&A. Also lead IT, HR and legal functions
Productive Data Solutions
Accounting
CFO
6/2008 - 10/2012
Chief Financial Officer of the privately owned firm that provided SaaS, custom software development and IT Staffing services. Responsible for all aspects of finance, accounting, financial planning, banking relationships and investor relations. Also led IT and legal functions.
KeyBanc Capital Markets
Finance
Vice President
2/2004 - 5/2008
Vice President of the investment banking and commercial banking division of KeyCorp. Responsible for advising clients on capital raises and M&A activity. Raised over $500M on behalf of clients. Advised a SaaS client on its sale to a multi-billion dollar public company.
Siebel Systems
Corporate Strategy & Development
Senior Manager
2/2001 - 12/2003
Responsible for driving software sales efforts through the IBM sales channel. Generated over $20M in revenue annually.
Moai Technologies
Start-Up
Senior Manager
9/1998 - 1/2001
Built the Professional Services organisation and the SaaS offering.