Functional Skills
Corporate Finance
Risk Management
Accounting
Strategic Planning
Good Manufacturing Practice (GMP)
Accounting Software Implementation
Venture Capital Investing
Private Equity Investing
Business Analysis
Financial Planning & Analysis (FP&A)
Operations Management
E-commerce Implementation
Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Consumer Goods
Financial Services
Manufacturing
Technology
Experience
Outpost Ventures
Finance
Chief Financial Officer & MANAGING PARTNER
1/2022 - 1/2025
Venture Capital fund focused on the dual-use technology sector
• Created and managed the finance and accounting infrastructure needed for successful fund launch
• Raised capital from 45 investors
• Created and managed the finance and accounting infrastructure needed for successful fund launch
• Raised capital from 45 investors
NANO BANC
Finance
SVP, CHIEF BUSINESS OFFICER
1/2020 - 1/2022
Branchless national bank with $1B in assets. Senior executive serving as strategic partner to the President
• Led Deposit pricing and growth strategy across the bank
• Raised $240M of deposits in 10 months, increasing total deposits by 33%
• Raised $1M of equity capital
• Promoted from VP, Treasury in 2021
• Led Deposit pricing and growth strategy across the bank
• Raised $240M of deposits in 10 months, increasing total deposits by 33%
• Raised $1M of equity capital
• Promoted from VP, Treasury in 2021
Thistle Health
Finance
VP, HEAD OF FINANCE
1/2018 - 1/2020
Venture-backed CPG e-commerce platform that creates and delivers ready-to-eat plant-forward meals
• Created and managed the Finance and Accounting departments to drive growth from 250 to over 400 employees
• Engineered data-driven models used to improve gross margin from 29% to an industry-leading 45%
• Recreated entire 6-year financial history (in Quickbooks)
• Secured $3M line of credit at a time when credit was inaccessible from traditional sources
• Managed company's largest ever capital project, enabling massive and rapid expansion
• Created and managed the Finance and Accounting departments to drive growth from 250 to over 400 employees
• Engineered data-driven models used to improve gross margin from 29% to an industry-leading 45%
• Recreated entire 6-year financial history (in Quickbooks)
• Secured $3M line of credit at a time when credit was inaccessible from traditional sources
• Managed company's largest ever capital project, enabling massive and rapid expansion
Income& Technologies
Finance
Chief Financial Officer & CO-FOUNDER
1/2014 - 1/2017
Venture-backed fintech platform created to democratize asset-backed fixed income investing
• Created and managed the Finance and Accounting infrastructure, enabling launch of new SEC-registered security
• Secured $2.5M in venture/angel capital
• Created and managed the Finance and Accounting infrastructure, enabling launch of new SEC-registered security
• Secured $2.5M in venture/angel capital
Pensco Trust Company
Finance
VP, FINANCE & TREASURER
1/2012 - 1/2014
Private equity-backed financial services company
• Created the financial deal structure used to acquire its largest competitor, more than doubling client assets to $10.3B
• Engineered financial models used to financially restructure company in a series of 4 complex transactions over 13 months, including $44M raised through private equity, subordinated debt and bank debt. Resulted in increased financial flexibility and 50% reduction in interest expense, and ultimately culminated in the successful sale to Opus Bank in 2016 Page 2
● • Created a new structured treasury product for $1.2B of client cash that achieved a 35% y-o-y growth in related revenue through near-zero interest rate environment. Product was groundbreaking and subsequently adopted across the industry
• Led the company's largest ever capital project which drastically improved revenue collection and internal control systems
• Created the financial deal structure used to acquire its largest competitor, more than doubling client assets to $10.3B
• Engineered financial models used to financially restructure company in a series of 4 complex transactions over 13 months, including $44M raised through private equity, subordinated debt and bank debt. Resulted in increased financial flexibility and 50% reduction in interest expense, and ultimately culminated in the successful sale to Opus Bank in 2016 Page 2
● • Created a new structured treasury product for $1.2B of client cash that achieved a 35% y-o-y growth in related revenue through near-zero interest rate environment. Product was groundbreaking and subsequently adopted across the industry
• Led the company's largest ever capital project which drastically improved revenue collection and internal control systems
Pensco Trust Company
Corporate Strategy & Development
VP, ENTERPRISE RISK MANAGEMENT
1/2011 - 1/2012
• Implemented company-wide risk management program. Provided risk-based framework for strategic planning and identified inadequacies and remedies for process monitoring and controls. Highly regarded by company's regulators and board
Pensco Trust Company
Operations
VP, OPERATIONS
1/2010 - 1/2011
• Replaced 3 senior managers. Improved efficiency in 9 departments and completely transformed the client experience
Pensco Trust Company
Finance
TREASURER
1/2007 - 1/2010
• Negotiated fixed rate agreements of up to 3.00% while market rates fell to near-zero, preventing loss of 40% of revenue
Central Garden & Pet
Finance
MANAGER, CORPORATE FINANCE & TREASURY
1/2006 - 1/2007
A $2B public holding company for more than 35 garden and pet supply manufacturing firms
• Guided portfolio company CFOs in building their annual budgets
• Led M&A financial analysis and integration of newly acquired portfolio companies
• Guided portfolio company CFOs in building their annual budgets
• Led M&A financial analysis and integration of newly acquired portfolio companies
VersaBank
Finance
ACCOUNT MANAGER, STRUCTURED FINANCE
1/2002 - 1/2006
Pioneered branchless banking in Canada
• Financially restructured an aviation firm acquired through foreclosure, resulting in successful IPO
• Created an asset risk-rating system that was highly regarded by federal regulators and the board
• Built an interest rate shock simulation model adopted by the Treasurer to manage interest rate risk
• Financially restructured an aviation firm acquired through foreclosure, resulting in successful IPO
• Created an asset risk-rating system that was highly regarded by federal regulators and the board
• Built an interest rate shock simulation model adopted by the Treasurer to manage interest rate risk