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Completed various graduate courses in the MBA programs at Cal State Bakersfield and Cal Poly Pomona California State Polytechnic University, Pomona, California Bachelor of Science Degree, Agronomy: 1976 Bakersfield Junior College, Bakersfield,
California
Associate of Arts Degree, Business Administration: 1970
EEXXPPEERRIIEENNCCEE
City of Upland 10/21 to 8/22
Financial Consultant
Completed several important projects including assisting in the development of a strategic plan to pay down the City’s Unfunded Accrued Actuarial Liability with CalPERS, which included my suggestion of an internal bond issue and use of reserves. Led the team (UW, BC, FA) that issued $15 million in Water Lease Revenue bonds at very low rates; managed consultant studies of User Fees and Development Impact Fee updates; assisted with ARPA reporting.
City of Placentia 3/20 to 6/22
Interim Finance Director/Financial Consultant
Served as Interim Finance Director until City filled the position. Continued with the City as Financial Consultant.
Accomplishments include creating the City’s first Fire Services Fee Schedule ahead of the City’s new Fire Department becoming operational on July 1, 2020; completed the update to the Citywide fee schedule; presented recommendations to City Manager and City Council regarding the sale of Pension Bonds and Public Safety Facility Bonds; assembled and managed the financing teams (UW, BC, FA) for the City’s Lease Revenue Pension Bonds, the Public Facility Bonds, Gas Tax Revenue Refunding Bonds, RDA Successor Agency refunding bonds. In 2020, led the successful effort to obtain a City general bond rating upgrade to an A- from the prior BBB; obtained a BBB+ rating on the pension bonds. Also led the 2022 effort that resulted in the City receiving a credit upgrade to a AA- general bond/issuer rating, a somewhat rare three notch ratings increase from 2020.
City of Avalon
Interim Finance Director 4/18 to 3/19
Responsible for all typical City finance department activities. The City was 1-2 years behind with numerous Federal, State and Local Government reporting requirements and had not started work on its FY 17 annual audit. In addition, no significant progress had been made in preparation of the FY 19 proposed budget. My senior accountant and I prepared the draft proposed budget essentially during the month of May; it was submitted to the City Manager and then City Council in June, 2018. All work that was in arrears was brought current and the FY 17 audit was completed by the end of December, 2018. I also began restructuring the City’s investments, moving a portion of idle cash from low yielding instruments to higher yielding in vestments. And, developed a strategy for City to avoid paying several millions in two years into the landfill closure trust account.
City of Carson
Interim Finance Director 10/18 to 2/19
Directed a staff of 32 professionals in the day-to-day financial processes, including accounting, payroll, purchasing and revenue management. Accelerated the process of eliminating a 12+ months’ backlog of outstanding vendor payments. Assumed lead role in the conversion of the financial/HR automated systems from a legacy system to a current state-of-the-art system. Iwas also tasked with structuring and managing the issuance of three City financing bonds; at my recommendation, one of the bonds was placed on the back burner (an RDA refunding of no benefit to