Senior Financial Executive – Strategic big picture CFO / CPA with meticulous attention to detail

Leader / culture and team builder with oversight of Finance, Strategic Financial Planning & Analysis (FP&A), Forecasting, Information technology (IT), Managed Services (Facilities, Dining, Substitute and Other Services), and Human Resources (HR)

Higher Education / Private Equity / Venture Capital / Liquidity Events / M&A:

  • Significant organizational management and leadership experience
  • Transaction Experience – negotiations
  • Stakeholder and board presentations and relations
  • Strategic planning, performance metrics, budgeting and forecasting
  • Financial reporting, treasury, cash management and risk management
  • Information systems / technology selection, acquisition and implementation
  • Business development and customer relations and retention
  • Extremely organized possessing a keen sense of business acumen, vision and insight

Board Experience


  • The Society of The Friendly Sons of St. Patrick for the Relief of Emigrants from Ireland
  • The Irish American Business Chamber & Network, Inc.
  • Project Home Finance Committee of the Board


  • Chester County Chamber of Business and Industry
  • Chester County Chamber Foundation
  • Mind Drivers LLC
  • InternetSeer LLC

Professional Accolades

  • Certified Public Accountant (Inactive)
  • Certified Fraud Examiner (Insactive)