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Executive Financial

Burlingame, California, United States
April 27, 2018

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SUMMARY: Proven financial and operating executive with substantial experience leading both public and private companies in healthcare and financial services, including successful turnarounds of PE-owned portfolio companies. Consistent track record of delivering improved operational and financial results, applying analytical tools to address business issues, building and leading high-performing teams, and working effectively with executive teams and boards of directors. My skill sets include advanced knowledge of all core corporate functions, e.g., accounting & reporting, financial analysis, strategic marketing, partnerships, and legal & compliance.


Interim/Consulting CFO (2013-Current) (California)

Serve as financial advisor to multiple clients tasked to enhancing financial performance, evaluating acquisitions and potential exits, conducting market research, and identifying actions to improve internal operational processes.

Appointed as Advisory Board Member to new venture capital fund Vertical Venture Partners.

As an active angel investor, interact with multiple angel groups to evaluate early-stage investment deals. Provide continuing financial and operating guidance to startup management teams where I have made a direct investment.

Career Step Online Education, LLC (2009-2012) (Provo, UT)

Chief Operating Officer/Chief Financial Officer

Co-invested with DW Healthcare Partners to purchase and operate this healthcare training company

Directed numerous operating functions designed to drive revenue, including: R&D product development, pricing, legal, and operations/customer service. Key accomplishments included: developed a series of new products for individual and college channels that significantly increased market reach; initiated new royalty-based partnerships with content providers to extend product lines; implemented service protocols and metrics to increase customer retention levels and new enrollments, and, created a new training corporate business targeting B2B clients. Over my 4-year tenure, revenue and operating earnings doubled.

Professionalized the finance and accounting functions to deliver: GAAP compliant financial statements, daily production reports, rolling forecasts, metrics dashboard, monthly operating reports, cash balances, and comprehensive Board reports.

Company was sold to Revelstoke Capital Partners in 2015.

InteliStaf Healthcare, Inc. (2005-2007) (Chicago, IL)

Chief Financial Officer

Engineered a financial and operational turnaround of this $300 million healthcare staffing company, majority owned by The Carlyle Group. Reversed precipitous sales decline and operating losses in prior years, attaining double-digit gains in sales/revenue and restoring profitability.

Key accomplishments as CFO included: recapitalized the balance sheet through amendment of JPM credit agreement in default and issuance of new stock series, restructured the self-retained insurance program to reduce risk exposure, and corrected accounting deficiencies to restore integrity of financial statements.

Key accomplishments as President of the $100 million Travel Division included: increased hospital client retention and new contracts; accelerated nurse recruitment nationally to staff new hospital customers; and, applied contract algorithms to improve pricing and associated operating margins.

Teamed with the Carlyle team to initiate an auction process with Goldman Sachs Company sold to competitor MSN at an above-market valuation

Quadra-Med Corporation, Inc. (2000-2004) (San Rafael, CA)

Chief Financial Officer and Executive Vice President

Led public company recovery from near bankruptcy to successful financial turnaround progressive annual increases in revenue and earnings while repositioning the Company’s primary market focus from enterprise solutions to medical coding software and services

Directed strategic retooling of Company – integrated multiple acquisitions to improve revenue focus while reducing the Company’s cost structure by nearly 40 percent; identified R&D investments to strengthen/broaden product lines; repurchased debentures in open market to strengthen capital structure; redesigned corporate structure to manage and measure profit by strategic business unit; and re-established the reputation of the Company with Wall Street and principal investors

P&L responsibility for two operating businesses

Negotiated divestiture of non-strategic businesses on favorable cash terms; identified and completed two acquisitions, one strategic and one financial

Major participant in all Board meetings; directed Audit Committee meetings

Board Member of Purkinje, Inc., a strategic partner

Lifeguard, Inc. (1998-2000) (San Jose, CA)

Chief Financial Officer

Responsible for all corporate financial functions (treasury, accounting, regulatory reporting, planning and analysis, provider contracting, etc.)

Chief Underwriter, responsible for rating/pricing of all new and renewal accounts and served as key contact for the network brokerage partners

Member of the Executive Committee reporting to the CEO; attended all Board meetings and directed the Finance/Audit Committee of the Board

Xerox Corporation (1993-1997)

Controller and Managing Director--Industrial Indemnity (San Francisco, CA)

Member of the Executive Team retained to improve the financial performance and position the Company for divestiture

Worked with investment bankers, attorneys, regulators, and prospective buyers to direct sale of Company and to complete associated due diligence

Treasurer/ CFO--Coregis Insurance Group (Chicago, IL)

Member of the Executive Team recruited to build a new, program-based insurance company focused on strong growth and associated profitability

Directed placement of $100 million debt facility with syndicate of 8 banks

Recipient of Chairman’s Award for outstanding executive performance

Fireman's Fund Insurance Companies (1980-1993) (Novato, CA)

Vice President, Corporate Finance

Directed corporate planning, forecasting and financial analysis: managed corporate finance/accounting staff

Authored quarterly reports to the Board of Directors; coordinated Board meetings

Provided financial support on Fund American IPO in 1985 (parent company)


Wharton/ The University of Pennsylvania (MBA)

Occidental College (BA)

University of Michigan (Executive Program in Corporate Strategy)

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