Executive operator and finance leader specializing in growth, M&A, and capital raising
Los Angeles, CAPRESIDENT29 years experienceExecutiveMedia & EntertainmentMarketing & AdvertisingFood & Beverage
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About
Operations/finance leader who built the internal infrastructure for a personal care company to sell into 35,000 retail stores, spanning contract manufacturing, warehousing/3PL, banking credit facilities, HR policies, marketing ops, and accounting systems (Great Plains, QuickBooks Online). Currently supports a music/entertainment organization, mentoring non-business creatives on business and finance while driving profitability and growth.
Experience
PRESIDENTFormat Entertainment
FOUNDER, CEO AND BOARD MEMBERCapital Provisions
CHIEF FINANCIAL OFFICERFour Sigmatic
CHIEF FINANCIAL OFFICERBody Ecology Inc.
VICE PRESIDENT AND GENERAL MANAGERAlan James Group
MANAGEMENT CONSULTANTAlan James Group
VICE PRESIDENT, FINANCE AND CORPORATE DEVELOPMENTStruxicon Inc
ASSOCIATE, GLOBAL HIGH YIELD – SPECIAL SITUATIONS GROUPMorgan Stanley
FINANCIAL ANALYST, LEVERAGED FINANCE GROUPBear, Stearns & Co. Inc.
Education
UCLA Anderson School of Managementmaster, Entrepreneurial Management (2000)
University of Michiganbachelor, Finance and International Business (1994)
Key Strengths
Built end-to-end operational infrastructure enabling distribution of personal care products to 35,000 stores nationwide
Established contract manufacturing, warehousing, and 3PL logistics to support national retail scale
Implemented core finance stack and processes (Great Plains, QuickBooks Online; budgeting and cost analysis)
Improved fulfillment economics and delivery efficiency by shifting from in-house warehousing to a larger 3PL network with better carrier rates and central distribution
Strong cross-functional prioritization across finance, logistics, HR, marketing, and customer requirements
Effective at translating business/finance concepts for non-business creative teams (music/entertainment)
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