Florida State University - Jim Moran College of Entrepreneurship

Support the Dean in selecting and accomplishing strategic goals through market insights and advocacy.

Dean's Development Board

Tampa Bay Innovation Center

501(c)(3) Nonprofit technology incubator and accelerator.
Support the CEO through a highly transitionary period constructing, opening, and operating the Ark Innovation Center: a 45,000 sqft. state-of-the-art innovation facility in St. Petersburg Florida.
https://www.stpeteinnovationdistrict.com/partners/tampa-bay-innovation-center

Perform general Treasury duties including approving various financial transactions, and reviewing budgets, internally prepared financial statements, and required filings such as Form 990 and financial audits.

Board Member, Treasurer

ACG Tampa Bay

Drive member value for the ACG Tampa Bay Chapter through a variety of strategic initiatives.
Served on the Executive Committee of the Board from 2019 - 2023 (as Treasurer, President Elect and President).
ACG is the global, premier M&A deal-making community with a mission of driving middle-market growth

Board Member, President, Treasurer

CFO Alliance, Inc.

Pioneered an innovative outsourced service model for growth businesses focused on creating stakeholder value.
Designed and cultivated a distinguished culture that attracted and retained talent.
Achieved sustained CAGR of 52% resulting from service excellence and client retention.
Acquired 400+ clients (personally closed sales of $25M+ in revenue).
Consistently attained Net Promoter Score > 85 for 5 years. 
Built a high performance team of 50+ CFOs and accounting and finance professionals.
Named to Inc. 5000 Fastest Growing Companies 4 times (2021, 2020, 2018, 2017).
Reputation for leading clients to optimized exits - CFO Alliance served $500M+ in M&A and capital transactions.
Exited to Private Equity (November 2022).

Founder & CEO

Florida Funders

Investment Committee

Deloitte & Touche

Ellen Gabriel Fellow - Selected to participate in an elite program for 20 high performing senior managers who embody the qualities of intelligence, commitment, integrity, service, and leadership. 
Served global clients in a variety of industries with emphasis in technology, business services, and consumer packaged goods.  
Directed large, complex, global audit engagements of SEC filers.
Revenue Recognition and Sarbanes-Oxley Internal Control subject matter expert with broad technical expertise.  Selected to lead national training programs on these topics.
Campus recruiting leader at University of South Florida

Senior Manager - Audit

Power Design, Inc.

Overall responsibility for creating and executing financial strategy, including:  

Capital structure; banking; budgeting; procurement; billing; collections; financial IT systems; other strategic projects

Chief Financial Officer

Arthur Andersen

Auditor

Currently enjoying a relaxing sabbatical from everyday work after leading CFO Alliance for 16 years.  Focusing on my family, fitness and overall wellbeing.  Contemplating the next chapter and exploring how I can best serve people and the world.

In 2008, I founded CFO Alliance with a vision of creating a new model for outsourced CFO services - one that was more flexible, scalable, and designed to meet the unique needs of high-growth businesses. What we built at CFO Alliance, together as a team, is truly exceptional.

Leading CFO Alliance's innovation and growth was an incredible journey. It  transformed me as a human and reminded me time and again that authenticity, trust, and win-win relationships are the ingredients that drive enduring value.

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