Consultant to owners of startup, entrepreneurial and established companies providing finance, accounting, and other CFO related services. Analyze the state of the business and assist owners in the preparation of tactical and strategic business plans to build company value.

Family office asset management and service company with $150+ million in assets under management. Diverse portfolio holdings, including hedge funds, private trusts and family assets, and winery/vineyard operations. Member of senior management team and partnered with CFO to direct a wide range of banking, investment and credit activities. Served as an internal consultant on reporting, cost reduction and performance improvement matters.

Senior level positions in diverse manufacturing and distribution companies providing assistance in organizational turnaround initiatives designed to position companies for acquisition. Work with bankers and stakeholders in preparing sales memorandum to facilitate due diligence. Companies include both publicly-held (NASDAQ listed) and private organizations in toy and other children’s consumer space.

Marketing/distribution startup selling hair care products to mass market retailers throughout western US.

Contributed to every aspect of strategic planning, played a key role in operations and marketing management.

Achieved 1.7% market share in Southern California within 12 months of product launch (category leaders approximately 2.1%). Secured 80% distribution in key accounts.