CFO War Stories & Executive Insights
Most companies don’t have a vision or goal, and those that do have no formal strategy to get there. I help executives and companies identify, quantify and achieve their vision or goal. I can help you too!
The purpose of this website is to provide guidance and information to fellow executives in order to help them operate their businesses effectively.
Who Am I
Experienced CFO and Operations Executive. Experience in Public Companies, Private – small and middle market companies, Including Private Equity- backed companies and Boards.
My Experience
Executive Leadership | CFO | Private Equity Portfolio Company | Advisory Board | Restructuring | Operations | Strategist
My Accomplishments
I am currently the CFO and Treasurer of a PE owned national mortgage bank.
I’ve developed a world-class finance team that became an invaluable product line partner to technology company operations and the executive team following years of weak financial leadership.
I’ve pioneered the innovative Opportunity Cost Analysis to maximize interest carry and cost investments which identified opportunities for $5MM+ in revenue increases and created a model that was subsequently adopted by other large mortgage lenders.
Testimonials
Read My Blog Here
Review the following articles and learn more about how to solve every day business problems.
Contact Me On LinkedIn Or By Email
If I can help you, even if it’s just to answer a question, please reach out to me anytime!
