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Phil W

Chief Financial Officer - 20 Years of Experience - Near 80013

Occupation:

Chief Financial Officer

Location:

Aurora, CO

Education Level:

Bachelor

Will Relocate:

YES

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Summary: As a Director, Chief Financial Officer, Branch Manager, Financial Controller and Financial Advisor/Consultant I negotiated all contracts from mergers, acquisitions to strategic/license agreements for intellectual property portfolio to employee retention. Interviewed and retained independent certified accountants, attorneys and bankers. Prepared and reviewed all financial reports. Developed and implemented strategic planning and budgeting. * Arranged lines of credit and reported to principals and lenders. * Compiled and prepared all financials for review by outside certified accountants and/or attorneys. * Reviewed and implemented custom financial software for various departments and responsible for all HR review and reporting. Quick Books Proficient & Sage Mas 100-200 ERP, basic++ * Prepared all documents and financial reports required for the sale of companies to third parties * Managed broker dealer reports for principals review * Managed clients and direct sales of securities * Retained & Managed Legal for Corporate

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