Experience

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  Ismie mutual insurance company | illinois state medical society

  Feb 1990 - Sept 2007

  Chief financial officer

  Chief Financial Officer: Had responsibility for all finance related functions for six affiliated entities, serving multiple boards and committees, and overseeing $450 million in revenues and $1.25 billion in investments. Significant achievements: Successfully managed portfolio growth and return, mergers and acquisitions, organizational restructure, and improved financial strength ratings.

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  Ejg cpa advisors llc

  Sept 2007 - now

  Ceo advisor, contract cfo, investor advocate & cpa

  Senior financial executive, CPA, board advisor, CEO consultant and consulting CFO, providing business advisory services to clients in the following areas: • Business facing financial distress: Work with business owners experiencing financial challenges with their business, such as cash flow problems, low profitability, and/or capital deficiency. Consult with them to improve cash flow, identify and resolve revenue and expense issues, and find ways to raise capital needed to support the business.• Startup or business looking to grow: Help determine the amount and type of capital needed, based on the current financial situation and the growth objectives, and work with the business raising the capital to meet the goals and financial success.• Business considering transition: Help clients undergoing some form of business transition. A business transition may involve a buy, sell, merger, turnaround or restructure. A business experiencing any of those situations can benefit from this service. Help them make the tough business decisions to achieve their valuation goals.• Real estate capital advisors/investors looking for above market returns: Experience as a commercial broker and analytical skills help identify the best real estate investments, which provide the best potential for value-add opportunity and high investment return. Work with property sellers, buyers, developers and/or investors, to match their objectives with the desired results. Maintain a sophisticated real estate investment model, providing for all variables within a property venture, to generate an indicated outcome. Show less

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  Landmark partners commercial real estate

  Feb 2017 - Feb 2019

  Investor relations advisor

  Investor Relations Advisor: • Identified commercial properties with the best potential for the highest investment return. • Worked with clients (eg. sellers, buyers, developers and/or investors), to match their objectives with the desired results. • Maintained a sophisticated real estate investment model, accounting for all variables within a property venture, to generate an indicated outcome.Commercial Broker: Worked with clients (eg. sellers, landlords, buyers, tenants) to handle their real estate transactions. Show less

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  Exechq™ - bring expertise to the table

  May 2019 - Oct 2021

  Principal

  The firm works with its strategic alliance groups to provide a full array of services, customized to provide solutions for CEO’s in running their business. The partners have strong C-suite experience, capable of providing a tremendous variety of benefits for businesses of all types, sizes and locations. CEO’s across all types of organizations, both non-profit and for-profit, realize that a CFO is not always the solution for every business need. Most CEOs of small to mid-sized organizations will admit they wear too many hats. They not only need the right solutions for their organizations, they also need the right person or group with the experience to assess the need, find the gaps, and to develop and implement the best solutions. That is why our focus goes beyond traditional CFO work, and why a national network of trusted partners is vital to the success of our clients and prospective clients. Our national network of trusted partners specializes in areas that include IT, HR, process re-engineering, wealth management, M&A, financing, insurance and risk management solutions, and more.As Principal, I work with several strategic alliance groups to provide a full array of services, customized to provide solutions for CEO’s in running their business. My focus is on CFO services, which include strategic assistance to businesses in startup, growth, turnaround or transition. My expertise spans businesses of all types and sizes. I am highly experienced in participating on boards and in advisory roles to boards. My assignments can take me anywhere throughout the country. Show less