I enjoy assisting companies with their Interim or Fractional CFO needs, focusing on the SaaS tech industry. I have over 35 years’ experience and recently conducted an Initial Public Offering for a company in Houston, Texas playing an integral role in the development of the S-1 Registration Statement as well as the Investor presentation deck for road show, investor relations presentations, and hiring a team to meet the public company growth needs. During this IPO, I had an apartment in Houston, and recently exited my role in order to come back to my home in Scottsdale full time. I’m excited to reconnect with my friends and colleagues and rejoin AZBL.  

I’ve also assisted in a Private Placement Offering, taken the lead in large-scale financing and SEC filings with numerous companies, including Royal Caribbean Cruise Lines, Tupperware, PetSmart, and CSK Automotive (now O’Reilly Auto Parts). I’ve successfully raised over $250 million in private equity, facilitated over $300 million in credit, and spearheaded two company exits. Key areas of expertise, both domestic and internationally, include extensive M&A exit strategy planning and execution, FP&A modeling, budgeting, cash management, and team management. I love helping companies automate and streamline operations and have led the implementation of ERP, accounting, and tax compliance platforms such as Netsuite, Intacct, Concur, Adaptive Planning, and Avalara. I’ve optimized and created efficient processes and enhanced internal controls in the accounting functions of many organizations through the consolidation of disparate reporting systems and the establishment of effective metrics and KPI reporting. 

I am passionate about giving back to my community and participate in many non-profit organizations such as Fresh Start and UMOM, and you can often find me down at St. Mary’s food bank packing boxes, or collecting clothing from my friends to donate to the homeless. In my spare time, I am one of the crazy cyclists on the road, and I’m also attempting to learn golf. I am glad to be back in the Valley, and look forward to becoming more involved in the AZBL community.