Meet Our Team
Charles K. Dargan II
Founder & Principal
Charles K. Dargan II is the founder and President of CFO-911 Corporation, an organization of senior executives that provides accounting, finance and operational expertise to both public and private companies. CFO-911 provides sophisticated accounting, finance and operational solutions to companies at strategic inflection points of their development and helps them effectively transition from one business stage to another.
Mr. Dargan has also served as the Chief Financial Officer and Chief Operating Officer of both public and private companies including Semotus Solutions, Inc., a wireless mobility software company and BioLargo, Inc. a disinfectant and sterilization company. Mr. Dargan serves as a director of CPSM, Inc. and Hiplink Software. Further, Mr. Dargan began his finance career in investment banking with Drexel Burnham Lambert and later became Managing Director of two regional firms, including Houlihan Lokey Howard & Zukin, where he was responsible for the management of the private placement activities of the firm. Mr. Dargan received his B.A. degree in Government from Dartmouth College, his M.B.A. degree and M.S.B.A. degree in Finance from the University of Southern California. Mr. Dargan is a CPA and CFA and is licensed as a general principal and a financial and operations principal in the securities industry.
Mr. Dargan graduated from Dartmouth College in 1977 with Summa Cum Laude honors. He continued at University of Southern California, earning an MBA in 1980 (with honors) and a Masters in Finance in 1982 with a concentration in derivative and security markets. Mr. Dargan has been a Certified Public Accountant since 1980, a chartered Financial Analyst since 1998, and has affiliations with the Los Angeles Society of Financial Analysts.
Reid J. D. Dabney
Mr. Dabney is a seasoned financial executive, investment banker and management consultant. He is a founding member of the CFO-911 financial consulting firm, an organization which provides accounting, finance and operational expertise to both public and private companies.
As co-founder of the Dabney Consulting Group, he provides strategic business advice and management consulting services to CEOs, entrepreneurs, emerging growth companies [public and private] in the United States and abroad, website designers/developers, hedge funds, family offices, venture capital and private equity firms, bridge lenders, angel investors, non-profits and P.R. and I.R. organizations. The Dabney Group is also dedicated to drafting business-related documents and providing persuasive content for websites, including those engaged in crowdsourcing and crowdfunding.
Mr. Dabney has also held various corporate management and financial industry positions. He has served private and public companies as a controller, treasurer and chief financial officer . Early in his career, he held finance positions with Philip Morris/General Foods, Pillsbury and Ecolab. His Wall Street experience encompasses 15 years as an equity research analyst and corporate finance professional with Keefe, Bruyette & Woods and RBC Capital Markets. During his finance career, Mr. Dabney has raised in excess of $500 million of equity and $2.5 billion of debt for corporate clients.
He earned a BA from Claremont McKenna College and an MBA from the University of Pennsylvania’s Wharton School. He serves on the Alumni Board of Claremont McKenna College, is the Audit Committee Chair for ChromaDex and he also holds Series 7, 24, 63, 79 & 99 FINRA licenses.
Henry D. Ritter
Mr. Ritter has over 30 years experience in public company consulting and specializes in financial management and interim executive roles. Other capabilities he provides include viability analyses on companies for financial institutions, equity investor groups and creditors, integrated financial and tax planning advice for closely held corporations and their owners with practice in financial and strategic planning, succession planning, business valuations, ESOP's, due diligence for investors, review of business plans and evaluation of merger and acquisitions plans.
He also provides strategic and financial consulting and temporary Chief Financial Officer and/or Chief Operating Officer services, day-to-day financial and operational activity of the client companies, including all financial statements, design and implementation of financial system, treasury functions, business plan, budgets, due diligence, mergers and acquisitions and corporate integration. In this role, Mr. Ritter interfaces with corporate auditors, investment bankers and divisional subsidiary executives.
Mr. Ritter's corporate experience includes being a partner at Ernst & Whinney, where he served as: Director, Washington Financial Services Practice, Member of the Firm's National Committee for Financial Planning; Advisor to the Firm's Telecommunication Consulting Group; Advisor to Washington Privately Owned and Emerging Business Practice. Further, he served in the National Practice Office providing expert witness testimony while with Ernst & Whinney. Mr. Ritter was also President, CEO and CFO at Dispatch Communications, where he commenced a start-up telecommunication company which became the second largest privately held mobile radio company in the country at the time of sale, three years later. Mr. Ritter has served on the boards of two closely held companies.
Mr. Ritter holds an AB, Economics and an MBA, Finance from Cornell University, a JD with a concentration in Tax from Washington School of Law (American University) and Post Graduate Studies from Dartmouth College’s Amos Tuck School of Business. He was an Adjunct Professor (15 years) at George Mason University (Business and Strategic Planning) and American University (Accounting).
Mr. Ritter is or has been a member of AICPA, MACPA , American Bar Association, Former Chair of the Cash Flow Committee of Legal and Financial Planning Task-Force Section of Real Property, Probate and Trust.
Jennifer Oki has served in the capacity of Controller in private companies. Her strengths include revamping accounting and financial systems, controls and reports to comply with GAAP. She also prepares clients for and coaches them through financial audits. She has successfully revived several accounting departments that needed leadership, staffing analyses, accounting system implementation and employee training.
Her capabilities at the Controller level include advising senior management on financial matters such as creating budgets, developing cash flow projections, establishing internal controls, representing clients to outside independent auditors and implementing Human Resource processes. She is experienced in many software systems, including, but not limited to QuickBooks, Mas 90 and any industrial specific system such as Monkey Media (for the wholesale baking industry) etc.
Prior to entering the field of accountancy in the United States, Ms. Oki has worked with large corporations such as Federal Express and Singapore Airlines in Singapore. Her extensive experience in Singapore has given Ms. Oki a firm understanding of corporate culture, which she is able to leverage to the benefit of her clients.
Ms. Oki speaks fluent Mandarin. Currently, she is working toward an Award in Accounting with UCLA Extension.
Lisa Michelle has over 20 years accounting, audit preparation and IT experience. Her work is focused on mergers, acquisitions, divestitures, restructuring and fraud. She started her career in private practice and then expanded her capabilities at KPMG. Lisa has extensive experience preparing opening balance sheets, re-stating balance sheets and preparing clients for periodic audits or assisting with pre-audit clean-up. Additional experience includes establishing shared services environments as well as documenting current state to an ideal future state for organizations or specific departments.
Lisa’s background also includes implementation of accounting, HRIS and ERP systems, policies and procedures, process improvement, annual budget and presentations. She is skilled at identifying gaps with associated risks to allow her to create and implement a solution to close said gaps, mitigate risks and improve workflow to create operational efficiencies. Lisa has identified errors in both accounting and payroll departments and recovered millions of dollars for her clients.
Her IT experience includes pre-merger and acquisition IT due diligence and organizational due diligence uncovering two important questions: who holds the undocumented intellectual capital and what do their systems look like in regards to hardware, software (including licensing) and security. She has also documented current state IT to future state IT platforms and prepared IT strategic plans designed to support upper management’s long-term goals.
Lisa holds a B.S. in Accounting Honors Program from The University of Tampa.