Nice to meet you.

About me

I am passionate about blending my interests in teaching, consulting and presenting. With a significant quantitative background as a CFO, my focus is on creating value in monetary, philanthropic and customer experience terms by finding the intersection of Business, User Experience and Technology through:

1. PRESENTING AND LECTURING for innovative firms, community organizations and Universities

2. CREATING BUSINESS AND LEADERSHIP STRATEGIES in high growth and/or changing environments

3. ADVISING AND PROVIDING FINANCIAL SERVICES to individually-held private companies.

I have created a balanced portfolio of activities that is an incredibly rich and rewarding career experience.

As a faculty member of the cutting edge MBA program at CCA and as a guest lecturer and facilitator at other major Universities, I focus on integrating innovation and creativity into quantitative business models creating a more complete value narrative found in today's companies.

As a strategist and consultant primarily in the nonprofit and privately held company sector, I currently focus on organizations who have participated in tremendous growth (10X) and who now must navigate their way to new operating, financial and leadership models.

As a tribute to my roots as an accountant, I own and operate a small financial and accounting services firm in the San Francisco Bay Area. I work primarily with civic groups and family-run companies whom I find have incredibly strong business ethics and decision making without the layer of corporate complexity. I very much enjoy this work and it informs my teaching and strategy work in very real ways.

Past Roles

Chief Strategist, Chief Financial Officer, Chief Administrative Officer

Contributions

Leadership Teams, community boards, civic/national advisory committees

Subject Expertise

Healthcare, mental health, low-income housing, AIDS, International Relief

Education

MBA, B.S.Accounting, Certificate in Global Health, Coaching Facilitation