Professional
I have the unique background of a CPA who formerly provided traditional accounting services looking at businesses from the outside and a former CFO/Director of Operations and Marketing inside businesses.
I have sat on the side of business as a Chief Financial Officer, Director of Operations and marketing in the Retail Sector and as Chief Financial Officer in the Health Care Sector. Responsibilities include development and oversight of corporate strategic planning, operations, and marketing strategies.
It gives me great pleasure to work with a client and clearly understand the issues that he or she is dealing with on a daily basis and to assist them with a solution that is personally crafted for their goals and objectives.
Education
- Bachelor of Arts in Accounting from California State University - Fullerton
Associations and Memberships
- California Society of Certified Public Accountants
- President, Orange County/Long Beach Chapter - 3,800 members - 2006
- State Council representing 29,000 Certified Public Accountants. 2005-2007
- Communications Chair, State Personal Financial Planning Committee. 2008-2010
- State Finance Committee and Co-Chair of the Investment Sub-Committee. 2006-Current
- State Communicatons Committee. 2006-Current
As a representative of the California Society of Certified Public Accountants:
- Dollars and Sense Panelist with State Assemblyman John Campbell and State Assemblywoman Lynn Daucher
- Orange County Register Financial Call In Panelist.
As a Member of the American Institute of Certified Public Accountants.
- On behalf of the AICPA and CalCPA , the following are recent select media appearances.
Department of Labor and Internal Revenue Service Business Retirement Planning Seminar - - Los Angeles, California
USA Today Host.
Channel 8 Las Vegas, Nevada
Channel 7 Los Angeles, California
Various radio stations across the United States covering a variety of topics.
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