Professional Documents
Culture Documents
Financial Management
Forecasting &
Reporting
Strategic
Planning/Analysis
Negotiation Skills
P&L Responsibility
C-Level Partnerships
Process Improvements
Team Leadership
Budgeting Cost
Control
Property Management
Investor Relations
Regulatory
Compliance
Professional Experience
Curtis Drilling
San Diego, CA
Chief Financial Officer (CFO)
2014-2016
Led the financial strategy for the operation with annual revenue of $14MM and 3 staff
members
Managed financing, insurance, IT, audit, legal and regulatory compliance, financial
strategy, and return-on-investment (ROI) initiatives
Saved $500MM a year via refinancing and insurance savings actions
Achieved sales growth of 30% for three years by improvements in bidding metrics
RL Solutions Group
San Diego, CA
Chief Executive Officer (CEO) Advisor
2003- Present
Played an instrumental role in the successful startup of an Office 365 / SharePoint
consultant business.
Managed the development for an organization with three team members and less than 75
accounts/customers
Increased revenue to $200k in less than three years
Moved into an advisory role in 2013
1973-1978