Fountainhead Services®, LLC                                                                              2002 - current
President and Founder

Founded this strategic financial consulting firm serving Entrepreneurs with "Fortune 500" class Chief Financial Officer (CFO) services including exit planning through sale or internal transition; financing aligned with the strategic objectives of the company; "real-world" strategic planning; and management control systems for better risk management.

BLB&B Holdings, LLC                                                                                         
Financial Advisor                                                                                                 2016 to 2022
Chief Operating Officer & Principal                                                                    2016 to 2022
                                                                                                                     
Investment Advisory Representative providing wealth management services to Entrepreneurs. Provided executive leadership, strategic planning, financial planning and analysis, and executive management to the BLB&B wealth management family of entities including the federally Registered Investment Advisor (RIA).  From 2016 to 2021 assets under management grew from $740 million to $2.064 billion (+179%), a compound annual growth rate of 19%; the company was selected by the Financial Times as an FT Top 300 Investment Adviser in the United States in each of 2017, 2018, 2019 and 2020; the company migrated to highly scalable, broker-agnostic software (CRM, Portfolio Accounting, Trade Rebalancer, and Financial Planning); closed its 55-year old affiliated Broker Dealer to become a fee-only advisor, and repositioned itself to be a full service wealth manager. Managed the construction of a new 12,000 sq. ft. client service office building engineered to support the business strategy and secured trademark for Plan.Invest.Succeed.® wealth management process.  During 2014 and 2015 advised as a consultant.

Pioneer Capital L.P.                                                                                             2001 - 2007
President

Managed family office overseeing investments in venture capital, real estate, public stocks, bonds and alternative investments on a part time basis.  Venture capital investments included control and non control positions; advisory board support; third party financing support; financial modeling support; overall operations advice; and development of exit strategies.  Developed concept and strategies for a new national business services company.  During 2000 and 2001 advised as a consultant.

Pierce Leahy Corp. (NYSE “PLH”)                                                                       1993 - 2000
Chief Financial Officer

In 1993 started as Assistant to the President performing special projects and was promoted to CFO in January 1994, and in September 1994 to the Board of Directors.  During the 6 years as CFO supervised the acquisition and integration of 58 companies; took the company public on the NYSE in 1997 raising $110 million for company and selling shareholders; raised $455 million in debt through three 10-year bond offerings with generous 6.5 x adjusted EBITDA covenants (first offering was the first public bond offering for the records management industry, the last offering at the time was at the lowest interest rate for a B3/B- credit, ever); negotiated a series of bank facilities up to $200 million; entered Canada, Europe, and South America; managed Human Resources and General Counsel departments; and finally negotiated and sold the company for an enterprise value of $1.222 Billion or 11.6 times trailing EBITDA.  Company revenues increased from $73 million to $342 million at a compound annual growth rate of 29%; warehouse space under management increased to 250 facilities in 75 major world markets comprising over 17 million square feet; staff increased to 3,500 employees worldwide; and EBITDA margins increased from 21.8% to 30.7%.

Rockwell International                                                                                          1987 – 1993

Executive Financial Advisor, Rocketdyne Division
 (1991 – 1993) - Supervised business segment financial and strategic planning, forecasting financial performance and senior management briefings; served as program office’s first Total Quality Management Project Manager; while fulfilling Senior Financial Analyst responsibilities.  Program annual revenues increased from $75 million to $300 million.

Senior Financial Analyst, Rocketdyne Division
 (1989 – 1991) - Managed all award fee activities for the electrical power system program for NASA’s Space Station Freedom; analyzed cost and schedule performance; & recognized with Rocketdyne Leadership Award from Division President.

Corporate Internal Auditor (1987 – 1989) – Planned, managed, and reported on operational (75%) and financial (25%) audits of Rockwell’s
Southern California aerospace operations.  
Deloitte Haskins + Sells, CPAs                                                                             1982 - 1985
In-Charge Accountant

Planned and managed financial audits.  Trained, supervised, and reviewed staff accountants.  Pioneered use of microcomputers for audit tests and financial reporting.

Education:
            The Wharton School of Business – MBA                                                            1987
                 Finance + Corporate Policy
                 Teaching Assistant – Strategic Planning and Control
            Bucknell University – BSBA (Accounting), magna cum laude                             1982
            Pennsylvania CPA (inactive; passed CPA exam first sitting)                               1984