Biography
PROFESSIONAL (since 1991)
- Conducting a CPA practice providing tax and accounting services to clients
- Conducting a specialized consulting practice providing:
- Turnaround engagements and consulting to troubled companies
- Bankruptcy Trustee and Assignee for the Benefit of Creditors services
- Accounting and tax services to bankrupt and insolvent companies
- Contingency fee engagements to buyers and sellers of businesses
- Arbitration services for the American Arbitration Association in business valuation matters
- Business valuation engagements
- Services as an expert consultant and forensic accounting
PREVIOUS EMPLOYMENT
- VP of Finance for a $20MM machine tool manufacturer
- CFO for a $25MM mineral processing company
- Controller for a $30MM commercial printer
- Treasurer for a $80MM Japanese American machine tool manufacturer
EDUCATION
- CTP, (Certified Turnaround Professional) – completion of program requiring both training and experience leading to certification
- CIRA, (Certified Insolvency and Reorganization Accountant) – completion of program requiring both training and experience leading to certification
- NACVA, (National Association of Certified Valuation Analysts) – completion of training program leading to CVA designation (Certified Valuation Analysts)
- AICPA, (American Institute of Certified Public Accountants) – Certificate of Educational Achievement in Business Valuations
- CPA, State of Ohio, 1978
- MBA, Xavier University, 1975
- USMC, Captain, 1970 – 1974
- BBA, University of Cincinnati, 1969
OTHER
- Past President, Tri-State Association for Corporate Renewal (formerly the Cincinnati Chapter of the Turnaround Management Association)
- Member, Association of Insolvency Advisors
- Arbitrator, American Arbitration Association
- Member, American Institute of Certified Public Accountants
- Member, Ohio Society of Certified Public Accountants