- CFO, CEO and President of several technology companies in North Carolina and South Florida; responsibilities included raising capital, improving and building operations and reducing costs (2010 to 2012)
- CFO and SVP of Operations of CipherOptics, Inc. – Raleigh-based $10M technology company which provided software/hardware platforms that manage security of data on high speed networks (2003-2009)
- CFO of Naviant, Inc. – $70M venture-backed company in Boca Raton, Florida, which provided email and direct mail marketing and data list management for clients. Sold to large public company for $135M in 2002 (2001-2002)
- CFO and EVP of Daleen Technologies, Inc. – Daleen Technologies was a $55M publicly traded software company in Boca Raton, Florida. The Company developed and sold software solutions to communications companies worldwide. Responsible for raising over $100 million in private and public capital, including managing the Company’s initial public offering in October 1999 (1994-2001)
- Audit Partner – KPMG Peat Marwick – One of the largest auditing, tax and consulting firms in the world. Clients included financial and technology companies, both public and private (1972-1993)
- BS in Accounting, Western Kentucky University. Advance studies and instructor throughout career with KPMG. CPA in Florida
Civic and Community Activities:
- Former President of the Tennessee Society of Certified Public Accountants, Nashville Chapter
- President of the Board of Trustees of Harding Academy, Nashville, TN, 1992-1994
- Chairman of Finance Committee, St. Gregory’s Episcopal Church, Boca Raton, FL, 1993 to present.
- Treasurer, Lighthouse Point Yacht Club Corinthians, 2006-present
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