Jack provides outsourced CFO, controller, and strategic advisory services to founder-led and privately held businesses. He partners closely with business owners and leadership teams to strengthen financial reporting, improve cash flow visibility, and build scalable infrastructure that supports growth.
With more than 18 years of experience across CFO leadership, corporate controllership, and transaction advisory, Jack brings both technical expertise and practical operating insight to every engagement. Clients value his hands-on approach, clear communication style, and ability to translate complex financial data into actionable strategy.
Years of Experience
18
Education
San Diego State University, Bachelor’s
Professional & Civic Leadership
Board Member and Treasurer – Kitchens for Good
Professional Credentials
- Certified Public Accountant (CPA)
- Series 63–Uniform Securities Agent
- Series 79–Limited Representative–Investment Banking
Awards
- 2022 – San Diego Business Journal, 40 Next Top Business Leaders Under Forty
- 2022-2025 – San Diego Business Journal, 500 Most Influential People in San Diego
