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Ben brings extensive experience in fundraising, accounting, financial planning and analysis, and business systems design, implementation, and refinement to his clients. An accomplished senior management and finance executive, Ben is skilled in business development, private and public equity and debt fundraising, strategic cash flow forecasting, SEC reporting, corporate governance, and operational and financial dashboards. As an advisor to CEOs and boards of directors, he also counsels clients on private to public transitions, as well as on acquisition due diligence and integration.

Throughout Ben’s career, he has managed treasury, tax, audit, corporate insurance, legal, human resources, information technology, and investor relations activities for companies in the pharmaceutical, insurance, banking, manufacturing, and technology industries. His expertise also includes managing corporate investments, compiling SEC filings, identifying and negotiating mergers and acquisitions transactions, and implementing internal control policies to improve efficiencies and reduce risk.

Function & Specialization

  • Fractional and interim CFO
  • Strategic ERP systems
  • Working capital and treasury management
  • Fundraising
  • Mergers and acquisitions

Representative Clients & Past Experiences

  • Sun Tribe Solar
  • Delta Star
  • NWS Wireless
  • Cerillo
  • AG Dillard
  • 2RW
  • Diffusion Pharmaceuticals
  • Corporate Software
  • John Hancock Derivatives Group
  • Modus Media
  • Lockheed Martin
  • Wells Fargo
  • Prudential-Bache Capital Funding
  • CapStone Properties

Education, Licenses & Certifications

  • MBA, Finance, Columbia University
  • B.S., Accounting, San Jose State University
  • CFA Charterholder