Keith is the Dallas Market Leader. Previously, he was the Managing Principal of the office, as well as the leader of CLA’s outsourced CFO and accounting practice for technology and venture startups. From startup to exit, he uses experience from a variety of industries and companies to support his clients.

Before joining CLA, Keith was the CFO at ICS, a $6B division of Fortune 12 company AmerisourceBergen, where he led strategic business planning, forecasting, financial analysis, global M&A and accounting. Previously, he was the corporate finance leader for EndoChoice, a small-cap medical device company, where he built the corporate FP&A and investor relations teams, as well as the IPO financial model, ahead of their successful IPO.

Prior to EndoChoice, Keith spent most of his career at Kimberly-Clark Corporation, where he held a series of progressive, global positions in finance and strategy, along with experiences in restructuring, M&A and corporate development, and strategic marketing. Keith began his career at PricewaterhouseCoopers (PwC).

Keith is a frequent speaker and guest lecturer on startup and small-cap strategic planning, international mergers, acquisitions and business unit integration, and corporate finance organizational design.