Featured Talent

Profile

Impactful CFO in his prime with an MBA from a top university and an impeccable track record of success over a 20 year period in corporate finance, corporate development, private equity, and investment banking. Professional, thorough, loyal, smart, strategic, and incredibly conscientious are words that describe this candidate. Extremely adept in corporate finance, corporate strategy, M&A, and negotiations, this CFO would be a tremendous asset to any midsize company CEO looking for a finance business partner.

Strengths: (1) Strategic and commercial mindset, (2) negotiation skills, (3) work ethic (have never met a problem he was not able to outwork), (4) leads by example, and (5) asking questions to get 360 perspective

Career Highlight 1: Closed over 50 M&A and capital raising transactions with aggregate value of >$6B and over 100 commercial agreements. Has presented to Boards at public companies, regulatory agencies, the White House and the Dept of the Treasury.

Career Highlight 2: Restructured pricing for all products and led two-year initiative to standardize customer contracts. Revenue has increased over 6x in his tenure at his current company.

Career Highlight 3: Delivered savings through renegotiating vendor contracts and partnering with business units to rationalize vendor usage and vendor spend. Also identified a more profitable approach to delivering our products, producing ~$40M in 3-year cost savings.

Education: Bachelors’ in Economics, MBA

Credentials: CFA, CPA in progress

Industry Experience: Financial Services, Healthcare, Technology

Company Fit: Great for midsize and large companies looking for strategic growth.

Management Experience: Extensive experience managing small teams of high-performing finance professionals.

Open To: Hybrid, In-office, Remote