Company name: CRTN FinTech Advisory

Company size: 2 employees

Role in this company: PRINCIPAL & FOUNDER 1) INTERIM, FRACTIONAL, PROJECT OR ADVISORY LEADERSHIP – CFO, CIO SERVICES 2) FINANCIAL & ENTERPRISE TECHNOLOGY ADVISORY 3) FINANCE PROCESS OPTIMIZATION & ORGANIZATIONAL DESIGN

Company name: Oracle Corporation

Company size: 50,000 employees

Role in this company: STRATEGIC SOLUTIONS EXECUTIVE – FINANCIAL SOLUTIONS, ENTERPRISE PERFORMANCE MANAGEMENT & DATA - Subject matter expert and strategic sales leader for Oracle’s enterprise performance management (EPM) and enterprise data management (EDM) solutions for the North America portfolio of financial services customers - >1,500 Accounts

Company name: OneStream Corporation

Company size: 10,000 employees

Role in this company: ACCOUNT EXECUTIVE – Finance Solutions - SOUTHERN CALIFORNIA AND HAWAI’I - Managed the end-to-end sales cycles for the EPM platform unifying and simplifying financial consolidation, planning, reporting, analytics, and financial data quality for complex organizations

Company name: IBM

Company size: 50,000 employees

Role in this company: SENIOR INDUSTRY SOLUTIONS EXECUTIVE - WATSON FINANCIAL SERVICES - Ideation and advisory consulting to ensure the best alignment of IBM business solutions to address enterprise or strategic priorities, as expressed by the clients’ CFO and Executive Sponsors

Company name: McFarlane Partners

Company size: 100 employees

Role in this company: CIO / SVP FINANCE - Managed the Finance Technology Team responsible for supporting the Corporate ERP, and all financial systems, applications, business models and infrastructure. Responsible for developing the Corporate Finance IT strategy and managed the delivery of all related technology projects. Key Projects: finance transformation assessment; finance process optimization; investment reporting & analysis; asset acquisition & management modeling

Company name: PWC

Company size: 50,000 employees

Role in this company: DIRECTOR – BUSINESS ADVISORY SERVICES - Managed and built the West Region Data Management consulting practice. Responsible for staff selection and development, performance evaluations, staff metrics and deployment of 25 finance technology and data management consultants. Sold, managed and delivered more than 50 strategic consulting projects contributing over $30M in firm revenue.

Company name: KPMG

Company size: 50,000 employees

Role in this company: SENIOR FINANCIAL AUDITOR (CPA) - Performed financial statement audits for large mortgage banks, commercial banks, REITs, mutual funds and other California-based financial services clients. Participated in due diligence projects for agency and private loan sale transactions. Implemented ACL audit software on engagements to automate audit procedures and data analysis capabilities