Robert began his career in consulting and has leveraged that experience in corporate finance management. He has a diverse industry background that includes SAAS, manufacturing, distribution, IT technology, software, and professional services organizations. He has experience dealing with aerospace giants such as Boeing and Airbus, as well as retailers like Home Depot, Lowes, Georgia Pacific, and CertainTeed in the building material industry. In the technology space, he has managed relationships and negotiated business contracts with Google, Zillow, Redfin, and Fannie Mae. In the professional services sector, he has provided services for private, IPO and public companies. During his tenures as a controller, vice president of finance/accounting, chief financial officer and chief operating officer for companies ranging from small start-ups to nearly $1 billion in revenue.
Robert has been involved in many acquisitions and exit events. In the past 10 years, he has been involved with ten transactions. The total of all these would total approximately $600 million. He has been involved in all different phases of these events. In some cases, he took the lead and handled A-Z in all aspects of transactions even through integration.
Robert’s brand is “depth of a CFO with a breadth of a COO.” His versatility is strength. He has implemented several ERP systems and is well-versed in human resources. He can work closely with sales and marketing teams to help drive growth.
Robert has a Bachelor’s Degree in Business Administration – Accounting from California State University, Long Beach. He is also an ordained minister and enjoys spending time with his family. He currently resides in Tustin with his wife Sophie and their four children.