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Portfolio July 1998-Present


Chief Financial Officer

August 1998 - January 1999

Developed more than $6.0 MM in private equity investment. Recruited and negotiated technology analyst coverage. Orchestrated public offering strategy. Coordinated SEC compliance and crafting of the registration statement and investment prospectus. Engineered strategic repositioning to high-speed Internet connectivity provider partnered with GTE-BBN, inventors of the Internet. Structured innovative business model, recruited key strategic partners, implemented human capital model, and negotiated key acquisitions. Responsible for Finance, Investor Relations, Mergers & Acquisitions, Legal, SEC Compliance, and Audit. Delivered substantial financial returns to off-shore venture capital client-sponsor.

Featured on CNBC's World Business Review - "Internet Connectivity" hosted by
Caspar Weinberger & Vint Cerf.


Home & Small Business Group Planning Manager

October 1997 - June 1998

Conducted the business planning for $4.0 B consumer and small business division accounting for ~25% of company earnings. Re-designed and implemented improved business planning and management reporting production process. Prepared comprehensive management reports and analysis for Vice-Chairman and division Vice-President review. Implemented Planning & Analysis Intranet site. Uniquely connected Sales / Finance with Manufacturing to link the organization’s supply & demand.

Dell Finance's Significant Achiever


Finance Project Manager
March 1997 - October 1997

Developed and forecasted Production Engineering and Zero-Defect Control business model and corresponding spending and capital budgets. Designed and implemented organization-wide fiscal controls and procedures for capital accounting. Analyzed, accounted for, and managed manufacturing production budgets, headcount, and capital plan for division. Established new internal transfer pricing strategies and job costing production model. Implemented finance team production / process management system. Month-end close and budget forecast cycle time reduced from 7 days to less than 1 day. Team established key precedent for the corporation.

Team honored with 1997 President’s Bronze Award



President / Director / Chief Financial Officer
March 1993 - January 1997

Founded company in 1993. Engineered aggressive business plan and overhead resource model. Established comprehensive lean supplier network. Marketed and secured over $1.5 MM in private investment and over $15.0 MM in institutional investment interest. Secured exclusive restaurant franchise rights for the state of Colorado and master-franchise rights to the Rocky Mountain states. Operated 5 independent business units and central office. Recruited and managed staff of over 200 employees. Negotiated acquisition of established 17 unit operation. Orchestrated public merger of the restaurant development with Discovery Technologies, Inc. Authored SEC compliance documentation and coordinated public audits.

Featured at the 1996 Nation’s Restaurant News MUFSO Global Conference



Managing Partner
July 1992 - January 1994

Formulated specialty finance product comprised of mortgage finance, prepayment strategy, insurance products, and property tax advisement. Produced over $5.0 MM in first-year sales. Structured exit strategy and developed accounting audit files for review / analysis. Created unique PC / multimedia-based automated sales system and related financial management information system. Developed successful lead generation system employing direct marketing techniques and materials for client portfolios.

Achieved an average response rate of 11.5% and a close rate of over 40%.


National Project Manager / Planning & Strategy Consultant
August 1989 - July 1992

Developed national organization and system to support lending management information and OCC examination / compliance. Pioneered nationwide regression model to identify lending discrimination. Coordinated nationwide public relations / advertising campaign focused on CRA lending programs. Designed and implemented national Automated Clearing House system and production group. Annual savings exceeded $2.1 MM. Administered merger of acquired institutions and unit banks to central national system. Annual savings exceeded $100.0 MM. Evaluated, designed, and implemented nationwide sales measurement / incentive system resulting in a 40% increase in loan productivity.

Awarded National Cash Management Honor by Corporate Leadership.


Department of Marketing - Graduate Assistant
June 1988 - August 1989

Designed and orchestrated comprehensive marketing research campaigns for clients. Conducted research in personal selling, market research, and advertising effectiveness. Results published in academic journals. Prepared research findings for scholarly and popular-press publications.