Through his formal training and extensive experience Frank brings a unique combination of multi-disciplinary perspective and experience to your team. Trained as an attorney and certified public accountant Frank spent the first decade of his career with PricewaterhouseCoopers ("PW") concentrating on auditing, internal accounting controls and advising clients, at various stages of development from start-up to IPO and beyond. His experience at PW also includes M&A and litigation support. After a tour of duty as a Tax Manager he was promoted to Senior Manager, Entrepreneurial Services Division, of that firm's Silicon Valley Office in San Jose California and created that department's first comprehensive strategic plan... SEE MORE
After completing law school, accomplished while working full time at PW, Frank left public accounting and began devoting his innovative and analytical thinking and strong communication and leadership skills to serving companies as an operating team leader in the position of Chief Financial Officer and Chief Legal Officer responsible for all aspects of finance, accounting and internal reporting, administration, legal, SEC reporting and compliance, human resources, investor relations and corporate communications.
In his capacity as a CPA and then as a Chief Financial and Legal Officer, Frank has served companies in a variety of industries including general manufacturing, high tech manufacturing, computer software and hardware, robotics, real estate, medical devices, biopharmaceutical, communications, banking, government contracting, automotive and retail. He also has extensive experience with not-for-profit and government organizations. Operating and financial experience include:
- Cash Management, Budgeting and Financial Modeling
- Funded Operations by Consummating License Agreements Resulting in Multimillion Dollar Upfront License Fee Payments
- Public and Private Financings - Equity and Debt and Creative Combinations, in the US and Canada
- Initial Public Offerings, US and Canada
- Registration of Limited Partnership Interests
- Strategic Planning
- Contract Creation, Negotiation and Administration
- Creation and Administration of Employee Stock Compensation Plans
- Government Grants
- Mergers and Acquisitions, and Divestitures
- Acquisition and Sale of Technology
- Intellectual Property Protection
- Export Control
- Risk Mitigation
- Accounting System Establishment and Monitoring
- Establishment of Policies and Procedures and Creation of Policies and Procedures Manual
- Product Development and Launches
- Joint Venture Formation in the Peoples Republic of China
- Member of the Board of Directors for Numerous Companies Including a Chinese Joint Venture and a Japanese Subsidiary
- Creation of Pandemic Health Crisis Preparedness Plan
During his tenure as Chief Financial Officer with a software company, that company received the Global Frost and Sullivan Award for Market Leadership, and the Frost and Sullivan Award for Growth Strategy Leadership. Additionally, the company was twice named to Software Magazine's Annual Software 500 List.
Frank's broad based experience and training allows him to quickly assess all aspects of a company and rapidly develop and implement practical solutions to strengthen infrastructures and operations. Frank is high energy, maintains a strategic perspective and couples that with a hands-on approach and a process orientation all aimed at increasing value for his clients.
In addition to his business experience, Frank has taught accounting and corporation finance at several traditional universities as well as teaching the Becker CPA review course. He has also taught at the University of Phoenix - Graduate School of Business and at the Keller Graduate School of Management, DeVry University.
Frank and his wife Margi have been married for 40 years. They live in Portland Oregon and have a grown daughter. Frank is active in the local community contributing his time and expertise to local organizations.
Get Started With Frank
Get Your own complimentary* Discovery Analysis™ from B2B CFO®
*Complimentary for qualified business owners