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West Los Angeles, CA
I’m a Fractional CFO with over 40+ year of financial leadership across multiple industries, I bring a unique blend of strategic vision, operational expertise and transactional prowess to elevate your organization's financial performance and drive sustainable growth.
My career includes roles at PwC, Shearson Lehman Brothers, a public REIT, and various entrepreneurial ventures. My extensive background enables me to understand the deepest pains and challenges business faces every day and provide strategic financial leadership. I offer a perspective that comes from having been on all sides of the financial equation, ensuring your business not only stays financially healthy but is also positioned for sustainable growth and success.
- Financial Leadership
- Strategic Growth Initiatives
- Cash Flow management
- Budgeting, Forecasting & Projections
- Timely Reporting
- Stakeholder Communication
- Inter-departmental Relationship-building
- Optimization of Financial Processes and Procedures
- Collaboration with Equity and Lenders
- Risk Management
- Succession Planning
- Wealth Preservation Strategies
Key Differentiators:
1. Proven track record of completing major financial transactions (e.g., $150MM Public Bond Offering, $1
Billion+ in debt financings)
2. Experience in managing large asset portfolios ($700MM+)
3. Success in both corporate roles and entrepreneurial ventures
4. Expertise spanning from startups to established corporations
5. Blend of strategic planning and hands-on execution skills
6. Financial Reporting in both GAAP & IFRS
Let’s connect to discuss what’s working for your business and explore any challenges you might be facing. I’d love to hear about your successes and brainstorm strategies to tackle any obstacles together.