2023 – Present – Founder & Lead Consultant – PNL Advisory
Serve as a Fractional CFO to small and mid-sized businesses across real estate, healthcare, professional services, nonprofits, and emerging industries, delivering strategic financial leadership without the cost or commitment of a full-time executive.
2022 – 2025 – Adjunct Professor – Pepperdine University
Finance educator focused on delivering real-world applications through comprehensive lesson plans, interactive assignments, and case-based learning. Committed to making complex financial concepts accessible and engaging for students.
2021 – 2022 – CFO – Younan Properties
Assumed a leadership role overseeing Accounting, Finance, Reporting, IT.
2021 – 2022 – CFO – Global Integrity Realty Corporation
Assumed a leadership role overseeing Accounting, Finance, Reporting, IT, Investor Relations and Human Resources.
2013 – 2018 – Divisional Controller – PennyMac Financial Services
High-level financial accounting and analysis for a $6+ billion residential and commercial mortgage portfolio.
1999 – 2013 – SVP, Financial Analysis & Reporting – Bank of America
Progressed from Sr. Analyst to SVP in the Capital Markets department over the course of 10 years.