Education/Certifications:

MBA/CMA (Certified Management Account); Turnaround Management Association member; Series 7 and 66 licenses; Variable, Health and Life Insurance Licenses; and Dale Carnegie Leadership Training Foe Managers Certificate.

Experience: 

Currently the Senior Partner for JAZ Advisory Services (division of Pride Enterprises, Inc.) which is a firm that specializes in helping small to medium size businesses and individuals with achieving their business and financial goals and vision by utilizing his broad business background in conjunction with his accreditation with the Institute for Independent Business (“IIB”). 

Prior experience included  the past 14 years as “C” level executive (CFO, CEO or COO) for a variety of small to medium size businesses (ranging in size from $3.5 Million to $100 Million in revenue) and over 20 years experience in total. 

The primary focus of his prior experience has been in the high tech, software, healthcare and services industries in both the public and private sector.

Areas of Expertise:

• Mergers, Acquisitions & Divestitures (including negotiations, valuation and due diligence)
• Accounting/Bookkeeping & Taxes
• Business Growth and Exit Strategy Development
• Business Financing Assistance, Loan Agreement and Contract Review, Analysis and Negotiations
• Financial, Executive and Operational Leadership Advice, Support and Training
• Financial Modeling, Forecasting and Budgeting
• Senior Financial Management/CFO Services
• Small Business Advisory, Consulting & Training Services
• Cash Management and Forecasting
• Crisis Management Expertise
• Continuous Process Improvement and Change Management Expertise
• Formal and Informal Turnaround Services - member of Turnaround Management Association
• Expert Personal Financial Planning and Advice
• General Business, Marketing and Strategic Planning and Business/Marketing Plan Development
• Financial Planning and Analysis 
•  Associated with: Waddell and Reed (Personal Financial Planning) 
•  Montgomery Pacific & Montgomery Professional Services – Outsourced Accounting and Bookkeeping Services