
Entrepreneurial President & CFO with deep operations, finance and strategic business experience
I have more than 20 years of professional experience in developing and executing business strategies; directing corporate finance, operations, and accounting; creating new venture start-up companies; raising private equity and venture capital; business valuation analysis; investor communications and financial reporting; as well as extensive experience in sales and sales management, marketing, and distribution. To date, I have been responsible for raising more than $18 million in private equity funding for various start-up companies. I am also the Co-Founder and President of Corporate Financial Advisory Services, Inc. (CFAservices, Inc), which provides start-up and early stage companies with financial, operational, and accounting: strategy, models, analysis, processes, oversight and management, as well as assisting in raising initial and ongoing debt and equity capital. We help our client company’s financial and operational growth from start-up to profitability, for growing payroll and operations from zero employees to fully staffed, and for implementing leadership/succession plans.
events.com
linkedin.com
wilson.com
San Marino, California, United States
CFO (CFAservices Inc. Client)
Carara Bay Marina Capital, LLC
Sep 2006 - Present
President
Corporate Financial Advisory Services, Inc. (CFAservices, Inc)
Jun 2006 - Present
President & CFO / Business Manager (CFAservices, Inc. client)
Snacktops, Inc.
Nov 2013 - Mar 2015
Greater San Diego Area
SVP Finance (CFAservices Inc. client)
Events.com
• www.linkedin.com/company/events
Jun 2013 - Jun 2014
Greater San Diego Area
President (CFAservices Inc. Client)
The Firehouse Brewing Company
• www.linkedin.com/company/firehouse-brewery
Oct 2010 - Mar 2011
CFO (CFAservices Inc Client)
Perminova, Inc.
• www.linkedin.com/company/perminova-inc.
Jul 2009 - Aug 2010
CFO (CFAservices Inc. Client)
MetaBase, Inc.
Oct 2007 - Jun 2009
Underwriter & Portfolio Manager
CSI Financial Services
Sep 2003 - Apr 2004
ATP World Tour Professional
Association of Tennis Professionals
Jan 1988 - Dec 1992