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Mobile/Office (858) 382-6081
San Diego, CA 92131 Email:

SUMMARY: Strategic Financial Executive who can guide a business through difficult decisions on the way to profitable
growth while simultaneously building value by monetizing opportunties. A savvy professional skilled at partnering to drive
successful results in areas ranging from: Cost Control, Operations and Supply Chain Management, Business
Turnarounds, Business Strategy Formulation and Execution and Corporate Development. Style wise, I am a high energy
situational leader with the ability to influence positive change in an organization. Management scope includes: P/L
Responsibility, Accounting, Management Accounting, FP&A, SOX, Internal Audit, Tax, Treasury and Banking, IT, HR,
Insurance and Legal.

2013-Pres. CRES Insurance Services LLC, San Diego CA
Chief Administrative Officer and CFO
Responsible for all Financial, Sales, Marketing and Compliance functions for a $30M Provider of
Professional Liability Insurance. In the role I report to the CEO and the Board of Directors. Elected as a
Manager of the LLC. Key Accomplishments include:
Negotiated and closed acquisition of a brokerage in Northern CA. The acquisition provides $3M in annual
revenue and $700K of EBITDA. The deal has become a template for a roll-up strategy.
Guided cost reduction efforts which culminated in a headcount reduction of 20% and shutdown of an
ineffective software development project saving precious time and a $2M development cost looming.
Championed move to a new distribution channel & focused sales team on relationship selling. The tactic
pivots on resellers around the United States. In its first year the company is growing at a 20% clip with
improved profitability. Relationship selling is driving up the ASP on the business we do.
Leveraged Revenue Recognition Rule Changes to create a one-time tax savings of $1.5M.

2004-2015 ReadyTECH, San Diego CA

Founder/General Manager
Built the business from the ground up. Created and built the brand, developing the business into one of the
leading IT Network Managed Services Businesses in San Diego:
Created the suite of services and forged partnerships and strategic alliances to give the company the
necessary depth and breadth to be successful in the marketplace.
o Cloud Based Business Disaster Recovery
o Remote Network Management and Monitoring
o PCI compliance support
o Distribution hardware and software sales
o Carrier Services
o Hosted VoIP Telephony solutions
Included accounting & finance for SMBs offering advice and assistance with accounting, business
planning & execution, business finance (both bank borrowing and Private Equity).
Completed Sale of the Business in Q1 2015.

2002-2004 IOMEGA Corporation, San Diego CA

Controller Americas
Responsible for decision support for the financial and operational concerns of the $400M business unit
which included North and South America. In this capacity I reported to the Business Unit President and
CFO. Major accomplishments include:
Led successful negotiations with Staples and Office Depot to maintain shelf space and product location for
the Zip Drive products.
Successfully implemented EITF 00-25, SOX 302 and SOX 404 for the Americas.
Reduced Chargebacks from $50M to $5M by working with retail channel partners.
Assisted Business Unit President on identification of Buy Side deals and provided support and analytics
on deal candidates identified.
Led successful BPO design efforts culminating in the outsource of certain accounting functions. With the
outsource we were able to reduce administrative costs by 27%.

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2000 2001 PEREGRINE Semiconductor Corporation, San Diego CA
Corporate Controller
Led administrative functions for a Pre-IPO firm with revenue of $20M engaged in the design & fabrication of
RFICs used in the telephony marketplace. In this capacity I reported to the CEO.
Secured bank financing of $5M in support of an ambitious capital expenditure plan to modernize the wafer
fabrication site in Australia.
Developed bottoms-up forecast model to accurately predict profitability and cash flow.
Created and implemented cost accounting system using EPICOR platform for the company.
Centralized the worldwide IT function to improve performance and reduce cost.

1997- 2000 PROXIMA Corporation, San Diego CA

CFO & Treasurer
Responsible for all the financial, IT and administrative functions for a designer, manufacturer & distributor of
multi-media projectors with worldwide annual revenue of $300M. In this role I reported to the President of
the company and to the Audit Committee of the Board of Directors of the corporation. Accomplishments:
Actively involved in the successful turnaround of Proxima which culminated in two M&A transactions:
1) Acquisition by ASK, ASA in April 1998, 2) Acquisition by InFocus Corporation in June 2000. Both
transactions combined were valued at over $600M
Supported both the identification of buyers for the company and deal negotiations.
Supported all the Sell Side due diligence on both transactions.
Led efforts to successfully sell off $10M of end of life inventory to rid the balance sheet of a non-
performing asset at a critical juncture in the sale of the Company to ASK in 1998.
Championed move away from design & build to a sourced branded product model. Resulted in a much
more robust product line. This also allowed the company to sell off its Maquiladora plant in Mexico.
Led Business Process Re-Engineering and upgrade from Oracle 10.3 to Oracle 11 environment.

1991- 1997 MANPOWER, San Diego CA

CFO & Operating Committee Chair
Responsible for all the financial, operations, IT and administrative functions for a Regional staffing firm with
revenue of $100M. In this role reported to the Ownership Group. Accomplishments:
Created and ran an operating committee composed of the territory heads to insure the company optimizes
every revenue opportunity. In the first year revenue grew by 15% and profit jumped by 20%
Developed concept and launched new product featuring high-end financial staffing. This business was
roughly a 35% margin business compared to typical 14% margin for normal staffing services.
Initiated and negotiated an offshore captive self-insurance program for Workers Compensation. The
program reduced workers compensation expense by over $2M annually.
Re-capitalized the business to improve its bankability during the credit crunch. The companys debt/equity
ratio went from 27:1 to 2.2:1. Efforts resulted in a relaxation of CCRs and better borrowing rates.

1989-1991 SKF DYMAC (formerly Spectral Dynamics, Inc.), San Diego CA

Corporate Controller
Responsible for all financial and administrative functions for a $30M manufacturer of vibration analysis
equipment. In this capacity I reported to the President. Major accomplishments include:
Prepared of the business for sale, actions included:
o Planned and executed a 20% workforce reduction,
o Led value engineering efforts to take cost out of the product without sacrificing utility,
o Returned business to break-even in 4 months,
o Reduced Inventory and Receivables
Teamed with the President to identify a buyer and negotiated a deal with SKF; efforts culminated in
the sale of the business for 1.25 X revenue. Saved Investment Banking fees of approximately $2M.
Post transaction, developed tax treatment on asset valuation, which saved over $200K in tax liability.

EDUCATION: San Diego State University, B.S. Business Administration (Finance),

Post Graduate Work at both University of San Diego & San Diego State University

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