Current engagements:
Fraction CFO services Cura Home Care Services LLC
Pro-Bono CFO services to Sports Analytics Club Program Inc., a National non-profit supporting Data Science education to a diverse cross-section of high school students across cultural and socioeconomic lines.
Pro-Bono CFO services to Piston Foundation, a National non-profit providing scholarships and apprenticeships to individuals interested in classic car restoration skills.
Fraction CFO services Cura Home Care Services LLCPro-Bono CFO services to Sports Analytics Club Program Inc., a National non-profit supporting Data Science education to a diverse cross-section of high school students across cultural and socioeconomic lines.Pro-Bono CFO services to Piston Foundation, a National non-profit providing scholarships and apprenticeships to individuals interested in classic car restoration skills.
Recent engagements:
Assisted growing consumer product firm establishing order flow system, incluidng coordination of order system, shipping system and accounting. Established more economical credit card processing account. Setup product/inventory structure for accountant.
Guided Owner and accountant of home healthcare firm in establishing cashflow reports to understand financial operations.
Was under contract to continue as CFO of the company below. After contract ended in 2017, was retained to continue to provide CFO services into 2019.
Became a partner in this copmany which was sold in 2015 to a foreign public firm. Assisted owner of renewable energy firm with growth planning and implementation. Assisted with capital raising for Company as well as project financing. Created new revenue sources by establishing and managing new divisions. Provided CFO and COO services over a 9 year period.
Assisting Money Management Firm with fiduciary accounting and cash management for clients.
Past engagements:
Assisted new president of US operations of foreign firm with operating projections, created accounting system, acting as interim CFO, performing monthly reporting to foreign parent, assisting with development of new product growth opportunities.
Created financial projections for wholesale manufacturer and distributor. Established e-commerce site for retail sales. Established e-commerce sales fulfillment operation. Continue to manage e-commerce site and sales fulfillment.
Assisted Owners of Inc 500 company with a number of functions to get better control of costs and analysis of sales. Assisted with vendor price negotiations as well as licensing agreement with major products company. .
Assisted CEO of venture backed software firm with financial statements and projections.
Assisted President of Online Gaming Consulting firm with establishment and organize its financial and accounting records.
Assisted President of B2C marketing company establish and organize its financial and accounting records, establish proper contracting/PO procedures to control expenditures, create cash flow and operating reports as well as investor reporting information.
Advised Founders of a ASP targeting the packing design industry with investor and financial projection issues. Subsequently invited to join Advisory Board.
Assisted founder of IP Telephony firm as CFO. Organized company, raised $11+ million in equity. Established operating systems.
Assisted a growing hi-tech lighting consultant with market research to be included in business plan to be utilized to seek equity capital.
Assisted a environmental remediation firm develop and implement management and cash management policies, procedures and controls. Re-wrote existing business plan to be utilized to seek equity capital to fund growth and expansion opportunities.
Assisted private metal cutting machinery company with search for investors or buyer to provide growth capital to expand business. Prepared company summary. Researched and developed contact lists.
Assisted owner of high tech electronics firm with evaluation of product potential. Identified list of potential joint venture partners. Started search for equity capital.
Assisted internet marketing start-up with strategic marketing plan, development of marketing materials and provided introductions to potential clients.
Assisted a health care software development team in the preparation of a business plan to seek capital. Prepared detailed financial and operating projections. Researched and obtained quotes to out source all production, order fulfillment and inventory functions. Interviewed marketing consultants. Performed market research. Will provide management services upon formation.
Assisted professional medical society in establishing financial/accounting systems and controls. Performed analysis to determine resources available for long term investment. Assisted in review and evaluation of investment opportunities.
Developed marketing program and marketed investment management services of a NY based firm to professionals and high new worth individuals and their businesses.
Assisted a troubled health care information company with a complete capital and financial review. Helped re-write business plan and prepared detailed financial and operating projections. Participated in investor presentations. Suggested changes to customer contract and marketing plan.
Assisted group seeking $50,000,000 to fund real estate investments. Prepared business plan and detailed operating and financial projections; Researched acquisition targets; Performed financial and operating reviews; conducted acquisition negotiations with target principals. Researched and contacted potential investors. Presented and negotiated with potential investors.
Provided real estate services to individuals and corporations. Acted as real estate broker on lease and purchase transactions. Arranged equity funds for real estate projects. Reviewed and analyzed potential real estate investments.
References available upon request.Assisted growing consumer product firm establishing order flow system, incluidng coordination of order system, shipping system and accounting. Established more economical credit card processing account. Setup product/inventory structure for accountant. Guided Owner and accountant of home healthcare firm in establishing cashflow reports to understand financial operations. Was under contract to continue as CFO of the company below. After contract ended in 2017, was retained to continue to provide CFO services into 2019.Became a partner in this copmany which was sold in 2015 to a foreign public firm. Assisted owner of renewable energy firm with growth planning and implementation. Assisted with capital raising for Company as well as project financing. Created new revenue sources by establishing and managing new divisions. Provided CFO and COO services over a 9 year period.Assisting Money Management Firm with fiduciary accounting and cash management for clients.Past engagements:
Assisted new president of US operations of foreign firm with operating projections, created accounting system, acting as interim CFO, performing monthly reporting to foreign parent, assisting with development of new product growth opportunities.Created financial projections for wholesale manufacturer and distributor. Established e-commerce site for retail sales. Established e-commerce sales fulfillment operation. Continue to manage e-commerce site and sales fulfillment.Assisted Owners of Inc 500 company with a number of functions to get better control of costs and analysis of sales. Assisted with vendor price negotiations as well as licensing agreement with major products company. .Assisted CEO of venture backed software firm with financial statements and projections. Assisted President of Online Gaming Consulting firm with establishment and organize its financial and accounting records.Assisted President of B2C marketing company establish and organize its financial and accounting records, establish proper contracting/PO procedures to control expenditures, create cash flow and operating reports as well as investor reporting information. Advised Founders of a ASP targeting the packing design industry with investor and financial projection issues. Subsequently invited to join Advisory Board. Assisted founder of IP Telephony firm as CFO. Organized company, raised $11+ million in equity. Established operating systems. Assisted a growing hi-tech lighting consultant with market research to be included in business plan to be utilized to seek equity capital. Assisted a environmental remediation firm develop and implement management and cash management policies, procedures and controls. Re-wrote existing business plan to be utilized to seek equity capital to fund growth and expansion opportunities. Assisted private metal cutting machinery company with search for investors or buyer to provide growth capital to expand business. Prepared company summary. Researched and developed contact lists. Assisted owner of high tech electronics firm with evaluation of product potential. Identified list of potential joint venture partners. Started search for equity capital. Assisted internet marketing start-up with strategic marketing plan, development of marketing materials and provided introductions to potential clients. Assisted a health care software development team in the preparation of a business plan to seek capital. Prepared detailed financial and operating projections. Researched and obtained quotes to out source all production, order fulfillment and inventory functions. Interviewed marketing consultants. Performed market research. Will provide management services upon formation.Assisted professional medical society in establishing financial/accounting systems and controls. Performed analysis to determine resources available for long term investment. Assisted in review and evaluation of investment opportunities.Developed marketing program and marketed investment management services of a NY based firm to professionals and high new worth individuals and their businesses. Assisted a troubled health care information company with a complete capital and financial review. Helped re-write business plan and prepared detailed financial and operating projections. Participated in investor presentations. Suggested changes to customer contract and marketing plan.Assisted group seeking $50,000,000 to fund real estate investments. Prepared business plan and detailed operating and financial projections; Researched acquisition targets; Performed financial and operating reviews; conducted acquisition negotiations with target principals. Researched and contacted potential investors. Presented and negotiated with potential investors.Provided real estate services to individuals and corporations. Acted as real estate broker on lease and purchase transactions. Arranged equity funds for real estate projects. Reviewed and analyzed potential real estate investments.
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