Job Title: CFO/Vice President
Company: AAA Washington
Industry: Members Services, Insurance, Travel
Mentor Since: Fall 2004
Will Mentor: Undergrad Students, Graduate Students
In addition to overseeing traditional finance and accounting functions, my position is charged with optimizing investments through traditional financing sources and strategic initiatives.
AAA Washington is a not-for-profit that is part of a fully taxpaying federation of clubs the provides services to over 50 million members nationally. Besides providing traditional roadside assistance and auto travel services, we also create value to our members by being a leader in insurance and travel services in this state and northern Idaho. In addition we support safe driving and mobility initiatives, while arranging for discounted products and service for our members through "Show Your Card & Save" programs.
2005-2007: CFO/VP Finance SightLife, affiliate with the Northwest Lions Foundation for Sight & Hearing. This not-for-profit is an innovative and growing leader of global sight and hearing services creating humanitarian benefit.
2002-2005: VP Finance/Director Finance & Admin; Consultant for Center for Health Promotion/Free & Clear, Inc. Integral in successfully completing VC backed, for-profit spin-off from Group Health.
2000-2002: CFO/EVP Open Telecommunications North America, Inc. Part of team to start-up wholly-owned subsidiary of Australian parent providing software solutions to telecom carriers.
1999-2000: CFO, Manpower California Peninsula. $200M franchise of int'l staffing company.
1993-1999: CFO, Paradise Cruise, Ltd - hospitality and tour company in Honolulu. Prior - Hornblower Cruises & Events, ATA Industries, Arthur Andersen Consulting Division (now Accenture).
MBA/HA, University of Chicago, Graduate School of Business, 1980
AB, Human Biology & Economics, Stanford University, 1978
Jesuit High School, Sacramento, CA. 1974
Mentoring Objectives & Scope
Prefer to tailor mentoring sessions based on mentee’s goals for mentorship year, and usually includes career guidance and planning, especially for corporate finance paths. Typical topics have included resume review, current job challenges, work-life balance and building a network.
When and where do you hold meetings with your students?
My office in Bellevue (very close to SU Bellevue campus) or on/near Seattle campus