VALUE THE EXPERIENCE
EXPERIENCE THE VALUE

Bert has over 25 years of high-tech financial and operations experience. He has held numerous executive leadership roles within public and private corporations managing finance, accounting & treasury, legal, human resources, IT and operations. Bert’s previously served as SVP & Chief Financial Officer at Benefitfocus, a Health Care SaaS internet company, where he contributed to growing the company at a 22% CAGR during his tenure from October 2007 to current resulting in a recent round of financing for the founders of the company.

Over the past three years shareholder value has increased by over 82%. Previously, he was SVP & CFO at The SCO Group, a provider of UNIX based operating system software and at LANDesk Software, Inc. Bert also held CFO roles at: Talk2 Technology, a start-up provider of voice enabled solutions; EVP CFO at Whittman-Hart ; held various field financial and staff positions at Waste Management – including CIO; and Horizon Airline Group.

Bert has led or contributed to over ten acquisitions during his career, ranging from pure technology acquisitions for product line extensions to complete companies such as one in England to establish a European base of operations. Bert has also been involved in establishing offshore operations in China, Ireland and India, and has collaborated with field organizations to expand sales distribution through inside sales, channel programs and international operations. Bert has been Chair of the Board of Directors of Project Concern International a San Diego based charity and holds a B.S. in accounting from Utah State University.

President and CEO of IQzone. IQzone marries ultra-premium brand safe supply, transparency and the best operations and campaign management in the industry to deliver performance at tremendous scale. Jim has significant experience in the Wireless Industry. He founded the Outdoor Site Group, a wireless site location company.

Previously, Jim was the founder and President of WorldCom Wireless, which quickly became the largest reseller of wireless services in North America. As President, Jim was responsible for managing and delivering in excess of $1.4 billion dollars in annual revenue and approximately 5,000 employees.

In addition to WorldCom Wireless, Jim has managed several other emerging divisions for WorldCom including prepaid cards, RealCom, consumer and shared tenant services. During his five-year tenure, Jim helped cultivate a strategic multi-channel distribution effort, which increased monthly activations from 4000 in 1996 to over 170,000 when he left the company in 2002.

Dee is a founding partner of Nova Partners and Chief Compliance Officer, a corporate financial advisory firm specializing in Fortune 500 C-Level services. As one of Firm44’s valued advisors, Dee draws on the financial reporting and capital planning experience she gained while managing multi-billion dollar expense/revenue streams for MCI. During her 20+ year career with MCI and WorldCom, Dee was the CFO and Vice President of Finance at MCI WorldCom Wireless and held other significant senior management positions.

While Vice President of Finance – Expense Controller, she managed the US Bankruptcy Court claims process and led the historic $8 billion restatement of WorldCom’s 2000 through 2002 financial statements. During this time she negotiated key contract settlements and directed more than 400 professionals while remediating material internal control weaknesses and restructuring operations. Her team transformed WorldCom into a current filer with the Securities and Exchange Commission under very tight deadlines and restrictions.

Maintaining GSA and SOX compliance requirements, redesigning management reporting systems to enhance accountability and performance, and building investor relations are strengths Dee will bring to Firm44’s clients.