
CF ASSIGNMENTS

After a 20-year career in software and services, I founded an independent financial consulting firm.
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My practice is focused on strategic financial management solutions for profit-sector and social entrepreneurial organizations.
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My tradecraft is a mix of paradoxical skills. I am both a patient listener and a quick learner. I employ the mental strength crucial to swift decisions in uncomfortable settings, yet I hold empathetic space to protect team cohesion and future growth.
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This has enabled me to engage in often-improbable, uncomfortable, high-risk, time-sensitive endeavors over a 20+ year arc. I have teamed with clients in settings that range from mature, structured teams embracing transformative change in competitive, unforgiving environments, to early-stage, unstructured teams fighting to reach their first rungs on the ladder of growth markets.
Partnering in over 40 projects, I have a record of 100% success. How?
- I have focused financial skills and experience.
- I am highly selective.
- I accept risky assignments but must see feasible paths to a solution and an unwavering commitment by my clients to teamwork.
- I engage only where we have collaborative grit and clarity on the nature and size of the risk-reward tradeoffs ahead of us.
Put simply, I take high risks. But I don't gamble.
I am a facts-first, outcome-driven strategist who enjoys partnering with clients on a mission to convert aspirational vision into actual, sustainable, positive outcomes.
A corporate finance Phd and a graduate of Harvard Law School’s Program on Negotiation, I am also a Red Cross first responder and have served in unpaid volunteer roles at multiple nonprofits, from active service to board membership.