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About Us

David Gonzales

Daniel Mahoney

Lorelei Gonzales

Warren Stell

Todd Brown

Brenda Halpain
brenda@caliber-advisors.com

Reg Sanderson

Brenda Halpain

Executive Summary

Insightful, versatile executive with diverse experience in financial management, international business, acquisitions, business integration, and operations. Background in software, services, manufacturing, education, financial services, and consulting industries in corporate and start-up environments. Goal-oriented decision-maker with excellent interpersonal skills. Energetic team leader, enjoys motivating for change and solving complex problems.

Professional Experience Summary

BearTooth Partners, Chandler, AZ
Consultant/Principal

2009 – Present

Consulting firm providing financial consulting, restructuring services, outsourced accounting services and interim financial management for a variety of clients.

Developed comprehensive operating plan for a business that had never prepared or used an annual plan. Implemented management reporting tools and assisted developing action plans to implement corrective action when business was not meeting goals.
Renegotiated loan terms with 6 different banks for a client, which allowed them to continue in business during a very difficult cash period.
Developed and implemented 13 week cash projections for various clients and helped management understand the impact of their decisions on the cash projection.
Developed and implemented 13 week cash projections for various clients and helped management understand the impact of their decisions on the cash projection.
Developed business plans for a successful business to present to stakeholders to make decisions on the next phase of the business.

Various Companies located in Arizona
Controller, Accounting Manager, Director of Business Integration

1986 – Present

McGladrey & Pullen, Casper, Wyoming
Staff Accountant/Consultant

1982 – 1986

Management consulting included hardware and software selection, installation and training, human resource management and organizational reviews. Audit functions included in-charge responsibility for variety of clients including savings and loans, banks, school districts, government units, construction companies, and medical supply services.

Education

Montana State University, Billings, Montana (formerly Eastern Montana College), BS in Business Administration/Accounting Emphasis

Professional Qualifications/Affiliations

Montana CPA Certificate
Founder/Past President of the Casper Chapter of the American Society of Women Accountants
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