More than ** years of experience in executive financial leadership and market strategy. Executive strategy

consulting to US federal government contractors and global corporate leaders, $5B+ technology and energy

markets. Technology innovation niche with a focus on rapid expansion in software, intelligence, aerospace and

defense. Partnership and M&A negotiations and leadership. Executive strategy and global portfolio assessment.

Mentor and strategy coach to executive and senior management in industry best practices for clients ranging from

8a to $5B+ annual revenues. Highly technical visionary with proven ability to harness emerging trends or latent

market capacity / preference to shape or support portfolio performance.

Harvard Graduate School MBA mentor/coach. Strong technology / intelligence background.

Focus on:

- Increasing early stage activity in both US federal contracting and investment impact

- Global policy and technology innovation and partnerships

- Financial performance, margin and investor satisfaction across global industry segments

- Innovation, investment / M&A, and federal funding in energy, defense, aerospace, and consumer markets

- Global growth, ROI, and market impact

- Thought leadership and innovation

Education

MBA, University of Kansas, Honors. BA-Economics, UCSD. Int Secret 2013. IRS PTIN, 2014.

Employment Highlights

CFO / Executive Strategy Consultant

DC Strategic Group (Mclean VA)

FPAadvisors.com (Washington DC)

05/2007 to Present

CFO and executive strategy consulting in technology innovation, finance, and intelligence. Global markets and US

federal market emphasis. Strong business development, capture and team-building / coalition building skills in highly

technical, competitive arenas. Visionary leadership in technology and innovation, with strong capabilities and hands-

on technology expertise in emerging markets (robotics, energy, aerospace, health care and defense). Former

government director with international policy and budget analysis, growth and intelligence experience.

North American, European, Mideast and Asian teaming and management experience. Leadership of teams ranging

from several dozen to several hundred for highly complex global technology or services initiatives. Executive and field

operational and market strategies to achieve optimum growth and margin in key industry sectors,

with investment / investor or government stakeholder relationship expertise. Work with US federal

legislative or government leadership, including US Cabinet offices or military or intelligence senior

management, as well as foreign leadership or thought leaders (Israel, UK, other EU) in technology

and innovation partnership in intelligence or common good arenas.

HIGHLIGHTS:

Treasury / CFO

Financial performance, margin and growth focus. Business development and capture oversight in US federal

contracts and global tenders or corporate arenas. Financial leadership for privatization and market launch initiatives

for clients including the US Dept. of Energy, UK technology leaders and start-ups, and emerging entrepreneurs

funded by InQtel or other federal award. Internal management and control assessment - funds transfer, letters of

credit and bank guarantees, cash – as well as strategies for global investment ROI and risk management.

Cultivation of new markets or global teaming, working with entities including Raytheon, Gazprom, International

Space Station, Lockheed, and Booz Allen. Executive negotiations, global supply chain, audit and compliance.

Executive Investment / Portfolio Strategies

- Multi-year cash flow modeling, market forecasting and budget management

- Strategy advisor and manager of globally dispersed BD / capture teams, US federal markets in defense,

intelligence, health care, energy

- Assessment of global supply chain and other key cost categories in complex multi-year aerospace and defense

markets to achieve economies of scale and cost reduction. Margin / ROI assessment and strategy.

- Pre-IPO, M&A and insolvency strategies for global non-profit foundations and global private sectors.

- Capital outlay, investment, and portfolio analysis and strategy development

Internal Controls and Process

- Evaluation and management for larger clients of internal accounting and financial teams.

- Financial strategy consulting in process improvement, performance, multi-year budget and cash flow

- Strong general ledger, financial software, and financial management / business growth skills.

- Internal review and process improvement for finance, accounting, HR and federal contracting compliance

INTERIM CFO

US Department of Energy / Bio Green Logistics, Oakridge Labs 9/2010 – 9/2011

Interim CFO executive role for a North American technology consortium grounded in US / Canadian nuclear labs.

Financial strategy and leadership, budget formulation, multi-year cash flow modeling and forecasting, lender

reporting and market analysis. Successfully designed and development commercialization strategy, working closely

with DOE energy labs, private partners, and commercial energy leaders, to attract funding and partnership offers.

NDA, SLA, other contracts negotiations. Identified and negotiated with private energy provider to purchase and

launch this new technology. Advisory roles to US Navy and other entities in alternative energy, robotics and jet fuel

production. Executive presentations and liaison in robotics, innovation, energy performance. European and

American market introductions and analysis. Focus: Italian and West Coast energy innovation and competition.

Senior Program / Product Manager

ATT-ALCATEL, NJ/US 5/1998 – 5/2007

Senior product and program management for new and existing software development and technology

innovation. European, Mideast and North American R&D. Program management, product development and

technology design for new research and roll-outs in telecommunications, ISR, defense, data management,

robotics, data base design, IT security.

Capture and business development activities in emerging technologies, new markets

Contracts negotiations, performance - supply chain - vendor management and audit

Budget and financial oversight for key technology programs

Global supply chain and financial analysis and strategies to improve total product ROI

Every program managed brought in under-budget, ahead of schedule, or other value add

Government Agency Director

2/1994 – 4/1998

Senior liaison and advisor roles to governor, US Cabinet Secretary, and senior corporate leadership executives

- VISA, Kellogg Foundation, CDC – in technology innovation, finance, intelligence and strategy. Agency director

roles. Global trade negotiations support, government efficiency analysis and audit, performance improvement

strategies. Flight, security, law enforcement and OSINT consulting. Repeat service o government task forces

and corporate or charitable boards, with a primary focus on intelligence, technology innovation, finance, and

children. Agency director for budget / communication, with matrixed management of 42 other state agencies.

Government and non-profit board and task force leadership and appointments in revenue management,

emergency budget issues, child abuse and child health, and operational efficiency. Appointed by the Governor

to lead a special, three-member statewide task force to evaluate and improve state agency operational

efficiency and revenue utilization, and to help agency managers apply business management principles to

reduce costs and improve government performance.

SOFTWARE SKI L LS:

Sparrow, ACSI decision-modeling software, Oracle, IBM BI, Watson, Excel, Access, Office 2013, MS Project

2013, cloud, SQL, java, J2E, People Code, Visio, Crystal Reports, PeopleSoft 9.1, SharePoint, Deltek and

GCS Analytics, NetSuite, Black Baud-Sage, Peachtree, JDE, Great Plains, Oracle Financials. PS 9.1, OPA,

OPM, GRC, IBM Business Analytics, PS HCM, SQL,Paladin, Palantir.

FINANCIAL SKILLS

FP&A; AML, FATCA Compliance; FASB / IFRS Regulatory and Compliance. Strong background in aerospace, defense, security

and intelligence markets and capabilities. Competitive bid and pricing for US government and global tenders. Audit, compliance and

corporate tax strategy. Multi-year audit, bank reconciliations, corporate tax filings and review.

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