You are on page 1of 2

PATRICIA FRERKES, CPA, CCIM, CIPS,FLMI

Placitas, NM 87043 (505) 385-9383 pfrerkes@gmail.com


Performance-focused leader eager to offer executive-level financial / business management experience gained from cross-functional CFO / COO and consulting roles toward maximizing your bottom-line results.

PROFILE OF QUALIFICATIONS
FINANCIAL MANAGEMENT FULL-CYCLE ACCOUNTING STRATEGIC ANALYSIS / PLANNING BUSINESS CONSULTING MERGERS / ACQUISITIONS NEGOTIATIONS BUSINESS GROWTH INITIATIVES START-UP / BUSINESS OPERATIONS
Top performer who offers talents in building, leading, and advising high-profile corporations through complex restructurings, expansion, and capital market transactions, including showcasing an ability to see the big picture within ever-evolving business markets while demonstrating proven SEC knowledge and mergers and acquisitions experience. Integral leader who is accomplished in structuring and negotiating lucrative transactions and favorable terms with a documented record of initiating key contributions to improve financial performance and maximize core productivity. Out-of-the-box thinker who exhibits skill in balancing all operational goals with various audit and control requirements, along with managing diverse projects and capital sources while creating value- and profit-generating growth strategies.

PROFESSIONAL SYNOPSIS
Consultant , VARIOUS COMPANIES 1995 PRESENT Utilize broad scope of industry knowledge toward directing dynamic start-up and business consulting efforts for various high-profile companies, including Lockheed Martin and the New Mexico Department of Insurance, among others. Research 1,000+ technologies concerning traditional and renewable energy to ultimately determine two that have extraordinary Internal Rates of Return at greater than 50%; validate technologies via reviews with companies such as CH2M Hill and secure off takers which include major utility companies and the United States Department of Defense. Represent institutional-level real estate investors in both acquisitions and dispositions, including one of the worlds largest European-based insurance companies; achieved requested objective that involved locating a $100+ million, offmarket, multi-tenant office building in the central business district of a major U.S. with a capitalization rate of 7%+. Mentor start-up companies for Lockheed Martin involving the commercialization of ideas which originate in one of New Mexicos two national laboratories (i.e. Los Alamos and Sandia National Laboratory); this includes review and advisement for start-up executives in writing business plans and delivering a compelling pitch for venture capitalists. Evaluate insurance companies for admission to perform business with the New Mexico Department of Insurance; this includes evaluating solvency, AM Best rating, and reputation in other states; additionally achieved appointment by the court as a receiver for an insolvent insurance company with duties encompassing inventorying of all assets. Chief Operating Officer , MOUNTAIN STATES LIFE INSURANCE COMPANY 1992 1995 Strategically steered forward-thinking business operations by directing all aspects of high-volume financial reporting, including handling regulatory reporting, budgeting, forecasting, business valuations, strategic planning, and tax planning. Led targeted establishment of internal controls while supervising all top-performing IT, HR, accounting, and examiners. Built and sustained profitable business operations by actively attending and participating in Board of Director meetings. Chief Financial Officer , MOUNTAIN STATES FINANCIAL CORPORATION 1982 1992 Contributed sharp analytical abilities toward directing financial reporting for this publicly traded financial services company providing banking, mortgage banking, and insurance; responsibilities included accurate and efficient regulatory reporting, SEC reporting, budgeting, forecasting, business valuations, strategic planning, and tax planning. Served as the primary point-of-contact and supervisor for corporate acquisitions and dispositions to boost bottom line. Applied solid leadership talents toward directing HR, IT, finance, and accounting business teams, along with resourcefully liaising among outside examiners (e.g. external auditors and insurance, bank, and Federal Reserve examiners). Senior Accountant , DELOITTE & TOUCHE CPAS 1978 1982 Ran Audits from the time I had 9 months of experience in Fortune 500 companies and large privately held enterprises. Industries included Banking, Financial Services, Agribusiness, Insurance, and Manufacturing. Prepared the corporate tax returns and advised on corporate tax planning.

EDUCATION & PROFESSIONAL LICENSURE


Master of Art in Communications (3.66 GPA) Bachelor of Science in Accounting (3.85 GPA) Bachelor of Science in English (3.25 GPA) ST. AMBROSE UNIVERSITY UNIVERSITY OF MARYLAND UNIVERSITY OF ILLINOIS

Certified Public Accountant (CPA) Certified Commercial Investment Member (CCIM) Certified International Property Specialist (CIPS) Fellow Life (Insurance) Ma nagement Institute (FLMI)

REFERENCES AVAILABLE UPON REQUEST