Our Team

Ron has an outstanding background as a Chief Legal Officer and business executive for global public and private companies in the commercial real estate, hospitality, financial services, technology, software, manufacturing, retail, ecommerce, and entertainment industries. He has served as a thought leader with executive teams responsible for developing and implementing corporate strategies, goals, and budgets. Ron has led operating divisions and facilitated the development and launch of new products and services. His extraordinary business acumen has allowed him to turn complex challenges into thriving opportunities.

His accomplishments include critical roles in acquisitions, mergers, divestitures, capital markets transactions, turn arounds, improving business operations, creating effective compliance programs, risk management, building high performing teams, improving employee morale, mentoring leaders, and managing relationships with a variety of regulators. Colleagues describe Ron as “a gifted strategic thinker”, “forward thinking visionary”, “effective communicator”, “excellent negotiator”, and a “natural leader and strong advocate.”

Ron graduated with honors from Pepperdine University School of Law and spent one year as a Visiting Student at the Yale Law School. He earned an MBA from the Anderson School of Management at UCLA, and his bachelor’s degree in economics from the University of Connecticut.

Terry has served in such prestigious executive leadership positions as Chief Financial Officer and Controller in private and public companies. His expertise includes building financial and accounting systems, internal controls, financial planning and analysis, business valuations, tax planning, mergers and acquisitions, and capital markets transactions. Excellent business acumen and a strong entrepreneurial spirit have allowed Terry to build two successful businesses. In those capacities he has provided accountancy, income tax, regulatory reporting and wealth management advice to a variety of businesses and individuals.

Terry’s strengths and interests center around streamlining operations and risk mitigation through the development of efficient operating procedures, effective internal controls, and leveraging technology. With these tools, he has designed and implemented successful operating systems, forecasting and budgeting models, and timely and accurate reporting methods helping companies achieve their strategic goals and objectives.

Terry earned his bachelor’s degree in Business Finance from California State University, Northridge. He is a California Certified Public Accountant, a Certified Financial Planner™ , and a Chartered Global Management Accountant. In addition, Terry holds the Series 7 and 63 licenses from FINRA.