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MEET YOUR ProCFO TEAM

ProCFO Partners are expert financial officers, networked across industries, verticals, specializations and situations. While each of us brings a unique perspective to your financial picture, our innovative and exclusive
FGC Financial Flywheel™ ensures a consistent approach that puts your financial functions in context, helping you create sustainable success
No Teams Found.
  • HALEH FARDI
  • NELSON TEPFER
  • Ely Thurmond
  • Jodi Posner
  • Josh Salisbury
  • Kelly Olson
  • Ryan Walter
  • Walter Greene
  • Daniela Habermehl
  • Erika Sulbarán
  • Helen Castellón
  • Zayra Vasquez
  • Art Troccoli
  • Cruz Gamboa
  • Dan Bartley
  • Don Gage
  • Eddie Orantes
  • Jean Evans
  • Jeff Wheatley
  • Jeffrey D. Franklin
  • Jeremy Leitzen
  • Joan Lavis
  • Joe Shake
  • John Chaple
  • John Longino
  • John Martin
  • Josefina Garcia
  • Joseph Pickett
  • Juan Ramirez
  • Kathleen Reynolds
  • Kenton Gray
  • Kristy Barthelemy
  • Larry Bomback
  • Larry Ward
  • Len Bernstein
  • Liz O’Melia
  • Marty Latman
  • Michael Durney
  • Pat Balestrieri
  • Philippe Touzot
  • Raji Kalra
  • Randy Talcott
  • Robert Friedman
  • Rodger Lazoff
  • Samuel Heller
  • Sarah Smigel
  • Stacey Frye
  • Stephanie Parker
  • Steve Berlin
  • Sunny Sharma
  • Thomas McNiff
  • Tim Domini
  • Todd Sloan
  • Tom Morral
  • Vaughn Henson

executive leadership

HALEH FARDI
Founder & CVO
NELSON TEPFER
Founder & CEO

client success & business strategy

Ely Thurmond
Managing Director
Jodi Posner
Director of Operations
Josh Salisbury
Managing DIrector
Kelly Olson
Director Of Client Success
Ryan Walter
Managing Director
Walter Greene
Market Innovation Executive

operations solutions team

Daniela Habermehl
Client Success Manager
Erika Sulbarán
Marketing Coordinator
Helen Castellón
Executive Assistant
Zayra Vasquez
Recruiting Coordinator

financial officers

Art Troccoli
CFO | Principal
Cruz Gamboa
CFO | Principal
Dan Bartley
CFO | Principal
Don Gage
CFO | Principal
Eddie Orantes
CFO | Principal
Jean Evans
CFO | Principal
Jeff Wheatley
CFO | Principal
Jeffrey D. Franklin
CFO | Principal
Jeremy Leitzen
CFO | Principal
Joan Lavis
CFO | Principal
Joe Shake
CFO | Principal
John Chaple
CFO | Principal
John Longino
CFO | Principal
John Martin
CFO | Principal
Josefina Garcia
CFO | Principal
Joseph Pickett
CFO | Principal
Juan Ramirez
CFO | Principal
Kathleen Reynolds
CFO | Principal
Kenton Gray
CFO | Principal
Kristy Barthelemy
CFO | Principal
Larry Bomback
CFO | Principal
Larry Ward
CFO | Principal
Len Bernstein
CFO | Principal
Liz O’Melia
CFO | Principal
Marty Latman
CFO | Principal
Michael Durney
CFO | Principal
Pat Balestrieri
CFO | Principal
Philippe Touzot
CFO | Principal
Raji Kalra
Principal
Randy Talcott
Managing Director | CFO
Robert Friedman
CFO | Principal
Rodger Lazoff
CFO | Principal
Samuel Heller
CFO | Principal
Sarah Smigel
CFO | Principal
Stacey Frye
CFO | Principal
Stephanie Parker
CFO | Principal
Steve Berlin
CFO | Principal
Sunny Sharma
CFO | Principal
Thomas McNiff
CFO | Principal
Tim Domini
CFO | Principal
Todd Sloan
CFO | Principal
Tom Morral
CFO | Principal
Vaughn Henson
CFO | Principal
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Founder & CVO
HALEH FARDI
Haleh Fardi’s passion is helping business owners and executives achieve their goals. Aligned with her personal purpose to contribute and create, she has developed the FGC Financial Flywheel™ with her partner Nelson Tepfer. The FGC Financial Flywheel™ is a comprehensive system that, when implemented in an organization, provides a framework for financial management and growth. This approach enables leaders to...
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Founder & CEO
NELSON TEPFER
Nelson has spent his entire career helping companies. Helping them grow. Helping them scale. Helping them thrive. Helping them overcome their challenges on their path to success. His capability for transformational contribution is the heart of his abilities as a financial officer. Having held leadership roles across organizations large and small, Nelson’s experience spans nearly a dozen industries ranging from...
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Managing Director
Ely Thurmond
Ely Thurmond offers over two decades of strategic consulting and entrepreneurial expertise, primarily focusing on delivering substantial value to clients across diverse industries. As an entrepreneur and business owner, she shares invaluable insights into the daily challenges business owners face, alongside her extensive experience in enhancing brand recognition. Ely began her career in various professional service firms, developing her skills...
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Director of Operations
Jodi Posner
With a diverse background spanning retail management, sales, and business operations, Jodi Posner brings a wealth of experience to her role at ProCFO Partners. Her career journey has encompassed managing multimillion-dollar retail departments, driving membership growth in a national small business organization, and providing operational support to growing companies. Her expertise lies in streamlining processes, optimizing team performance, and supporting...
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Managing DIrector
Josh Salisbury
Josh Salisbury is an accomplished financial executive and leader with over $30 billion in transactions in Mergers and Acquisitions, Equity, and Debt Capital raising. His extensive experience spans healthcare (life sciences, medical technology, services), industrials, consumer and consumer health, and technology (AI, robotics, SaaS platforms, logistics). Josh specializes in strategic initiatives, including raising growth capital, venture debt, roll-up acquisitions, and...
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Director Of Client Success
Kelly Olson
Kelly brings over two decades of customer success and operational leadership across education, financial services, marketing agency, and SaaS tech startups to her role as Director of Client Success at ProCFO Partners. Known for her ability to build scalable processes and unify teams around customer outcomes, Kelly ensures that clients experience value quickly and consistently. Her diverse experience offers a...
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Managing Director
Ryan Walter
Ryan Walter is passionate about delivering organizational transformation and growth. He was the Founder and CEO of Parrels Advisory focused on helping businesses and non-profits achieve ‘what’s next.’ The organization equipped leaders to root out roadblocks that stall progress, navigate make-or-break decisions, and build results through delivery. Before his role at Parrels Advisory, Ryan served as General Manager for Moven,...
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Market Innovation Executive
Walter Greene
Walter is a distinguished subject matter expert with over 25 years of experience empowering small to medium-sized businesses to unlock their full financial and strategic potential. He has consistently delivered unparalleled support and guidance to business owners, C-suite executives, and trusted advisors across a broad spectrum of industries. Renowned for his thought leadership, Walter collaborates with CEOs and CGOs in...
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Client Success Manager
Daniela Habermehl
With over a decade of experience in customer success and strategic relationship management, Daniela Habermehl brings a results-oriented and customer-focused approach to her role as Client Success Manager at ProCFO Partners. She is dedicated to fostering strong relationships, aligning business goals with client needs, and delivering measurable value that drives long-term success. Daniela has a proven track record of building...
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Marketing Coordinator
Erika Sulbarán
Erika Sulbarán is a dedicated marketing coordinator at ProCFO Partners, bringing experience in social media strategy, campaign outreach, and administrative support. Erika’s ability to blend creativity with strategic thinking allows her to craft compelling content, engage audiences effectively, and support business objectives through targeted outreach efforts. With a degree in Modern Languages and Business from Universidad Arturo Michelena, Erika combines...
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Executive Assistant
Helen Castellón
Helen Castellón brings a wealth of experience in customer service, virtual administrative support, and auditing to her role at ProCFO Partners. With a keen eye for detail and a results-driven approach, she excels at streamlining processes, optimizing workflows, and enhancing efficiency. Her ability to navigate remote work environments with adaptability and collaboration makes her a valuable asset to the team....
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Recruiting Coordinator
Zayra Vasquez
Zayra Vasquez plays a dual role at ProCFO Partners, serving as both Recruiting Coordinator and Executive Assistant, with her primary focus on expanding our team of CFOs. With over seven years of experience as a virtual assistant and more than three years of specialized expertise in recruiting, Zayra brings a strategic and people-centered approach to talent acquisition and operational support....
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CFO | Principal
Art Troccoli
Art Troccoli is an accomplished financial executive with extensive experience delivering improved financial and operational performance. He has earned a reputation for determining the keys to an organization’s profitability and focusing on ways to drive sustainable improvements. His success stems from the ability to work with business leaders and managers to understand their goals and develop appropriate strategies to achieve...
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CFO | Principal
Cruz Gamboa
Cruz Gamboa is a seasoned corporate finance and strategy executive, business coach, and fractional CFO with a passion for helping SMBs and startups scale effectively. He has dedicated his career to working at the intersection of finance, strategy, and growth, providing leadership and expertise that enable businesses to optimize their financial operations and achieve sustainable growth. Cruz began his finance...
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CFO | Principal
Dan Bartley
Dan has more than 25 years’ experience in financial reporting and operations along with being a key participant in strategic planning and financial modeling. Throughout his career, Dan has analyzed, negotiated, and executed complex business transactions including mergers and acquisitions, and arranged the debt and equity financial instruments associated with those transactions. Dan’s expertise includes designing, monitoring, and revising key...
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CFO | Principal
Don Gage
Don Gage is a seasoned financial professional with 30 years of experience in finance, operational management, real estate, banking, and law. His executive roles at large national companies, mid-cap, and start-up ventures include Founder, President, Chief Financial Officer, Chief Operating Officer, and Senior Vice President. Don provides C-suite operational, financial, and strategic advisory services working directly with owners, investors, board...
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CFO | Principal
Eddie Orantes
Eddie is a seasoned finance executive with over 20 years of international experience in strategic finance, operational leadership, and M&A execution. As CFO, he has successfully partnered with private equity sponsors, boards of directors, and cross-functional leadership teams to drive financial transformation, optimize operations, and execute strategic transactions. Eddie’s experience as CFO ranges from pre-revenue startups to mid-market to Fortune...
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CFO | Principal
Jean Evans
Jean Evans is a seasoned Finance and Operation Executive with an entrepreneurial spirit and over 25 years of experience in small and mid-market emerging businesses. An entrepreneur herself, Jean’s passion is helping business owners and executives achieve their goals. She has a diverse professional background, having fulfilled various roles including CFO, interim CFO, COO, and consultant. Her expertise has been...
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CFO | Principal
Jeff Wheatley
Jeff Wheatley has more than 30 years of experience in senior financial and operational roles in global companies involved in consumer retail, specialty finance, and managed services.  His areas of expertise include M&A, strategic and operational planning and analysis, business turnarounds, capital raising, cost reduction, profit improvement, and Board of Director reporting. Jeff has also had direct operational responsibility as...
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CFO | Principal
Jeffrey D. Franklin
Jeff is a senior business executive with over 40 years of broad leadership experience in both operational and financial management. Jeff spent the last 22 years of his “corporate career” serving as the CFO/EVP of a company providing administrative, billing and accounting services to over 30 corporations in the ground transportation and real estate management sectors. As a member of...
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CFO | Principal
Jeremy Leitzen
Jeremy Leitzen is a seasoned Finance and Operation Executive with over 20 years of experience in public, private equity, and private family-owned organizations in sectors such as Retail, E-Commerce, Service, Distribution and Logistics, Insurance, and Extended Warranties. He is an operationally minded thinker who drives results through process optimization ensuring full end to end process is efficient and drives profitable...
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CFO | Principal
Joan Lavis
Joan Lavis is a seasoned executive with deep finance and operations expertise.  She has success in leading numerous organizations across a variety of industries by developing and communicating a clear strategy and building effective teams engaged in achieving the objectives.   Joan has held progressive roles as auditor, managing director, assistant treasurer, and investment banker at Ernst & Young, GE Capital, UBS,...
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CFO | Principal
Joe Shake
Joe Shake is a financial executive with over 30 years of experience in many leadership roles in various industries.  Joe has led small to mid-size organizations where he shares his experience and insight into virtually every aspect of business, positioning him well to help other business leaders. Linking Sales and Operations so they work in tandem, Joe specializes in turning...
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CFO | Principal
John Chaple
John Chaple has over 30 years’ experience serving as a Finance leader and value-added operating partner, working with businesses ranging from start-up through Fortune 100 corporations. Since 2018, John has focused on supporting privately held businesses. Most recently, John served as VP Finance for International Cosmetics & Perfumes, a privately held importer-distributor of luxury fragrances, heading up all aspects of...
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CFO | Principal
John Longino
John is an experienced Financial Executive with a detailed knowledge of finance, treasury and accounting. His skillset enables him to develop and improve processes required to effectively operate in fast paced and rapidly changing environments. He has a proven track record of driving results and managing strategy, operations, working capital, cash flow and human capital development in helping companies achieve...
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CFO | Principal
John Martin
John approaches the financial function from a business perspective, based on his considerable experience and training, getting behind the numbers to delve into the business from day to day operations to longer term strategic planning.  He has a strong background in the Finance, Treasury, and Banking disciplines with 25 years of CFO experience, in private and public companies in a...
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CFO | Principal
Josefina Garcia
Josefina Garcia brings nearly 20 years of experience working directly with owners and directors of small- to medium-sized companies across various industries. She is passionate about using a holistic approach to business management, building systems, and creating strategies that improve interdepartmental workflows and increase profitability. Throughout her career, Josefina has spearheaded successful multi-million-dollar deals and projects and has been an...
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CFO | Principal
Joseph Pickett
Joseph Pickett is a seasoned Chief Financial Officer and strategic business leader with over 30 years of experience in finance, operations, and executive leadership across many business sectors. Combining sharp analytical skills with strategic foresight, Joe excels at identifying trends, risks, and opportunities to drive improved financial performance and organizational effectiveness. Joe brings a wealth of experience across a wide...
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CFO | Principal
Juan Ramirez
Juan Ramirez is a CFO with over 30 years of experience with a strong control environment mindset developed throughout the early part of his career in Audit and Controller roles. He is a senior finance executive and strategic business partner who optimizes operations to ignite growth across the global organizations. His achievements earned him accolades from the Globee Awards (Silicon...
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CFO | Principal
Kathleen Reynolds
Kathleen Reynolds is a finance executive with 20+ years of combined experience in financial services on Wall Street (at Morgan Stanley and Goldman Sachs), and in advising start-ups and businesses as their outsourced/part-time CFO. Kathleen is a seasoned professional with an MBA from Columbia and extensive experience with all things financial: cash flow management, financing strategies, acquisition valuation and integration,...
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CFO | Principal
Kenton Gray
Kent Gray is a seasoned financial and business leader with a 30 year career spanning various industries and roles, from small to medium sized industrial companies to multinational corporations. As both a business unit president and CFO, Kent’s expertise lies in steering full P/L responsibility, driving sales growth, eliminating waste, and developing and executing strategic initiatives. Kent is known for...
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CFO | Principal
Kristy Barthelemy
Kristy Barthelemy is an accomplished and performance-driven professional with over twenty years of experience in financial and operational management. As a leader, she has repeatedly achieved success in managing large-scale financial operations, driving key business metrics, and spearheading revenue growth, client retention, and profitability. Her expertise lies in streamlining procedures, enhancing productivity, and implementing technology solutions to meet core business...
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CFO | Principal
Larry Bomback
Larry Bomback has spent the past twenty years developing a distinguished leadership profile through his success in fundraising, organizational growth, and data-driven decision-making across various nonprofit sectors. His extensive experience spans from higher education to arts and culture, showcasing his capability to manage both national and international organizations. Larry’s expertise in implementing strategic plans and aligning stakeholders to achieve shared...
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CFO | Principal
Larry Ward
Larry is a seasoned Chief Financial Officer with over 25 years of experience in senior financial leadership roles. With a strong background in finance, accounting, and information systems, Larry has a proven track record of streamlining accounting departments and aligning information technology strategies with business needs. His leadership has driven successful outcomes in fast-growing companies, such as securing private equity...
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CFO | Principal
Len Bernstein
Len Bernstein is a CFO/COO with more than 25 years of experience supporting all sizes of businesses from Start Up to large volume in the Import, Wholesale, Distribution, manufacturing and service sectors. A rare blend of financial and operational experience with understanding of KPI, Margin Retention and Systems to streamline processes to achieve maximum profitability and business flow.  A strong leader...
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CFO | Principal
Liz O’Melia
Liz O’Melia is an accomplished financial executive with extensive experience delivering financial and operational performance. Throughout her career, she has focused on enhancing profitability and driving sustainable business improvements. Liz works closely with business leaders as a strategic and operational partner to understand their goals, to develop appropriate strategies to achieve them and to continually review results. With a diverse...
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CFO | Principal
Marty Latman
Marty Latman, CPA, CISA, has a rare blend of diverse finance, operations, and information technology experience across a wide range of industries, including consumer products, manufacturing, distribution, services and not-for-profit. He is known for developing and implementing business strategies to maximize organization profits, leading business expansion and growth. He has excellent interpersonal skills and the ability to work collaboratively with...
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CFO | Principal
Michael Durney
Michael Durney is the former President and CEO and board member of DHI Group (NYSE:  DHX), a global online recruiting firm, where he led the company through a diversification of offerings, a rebranding and subsequent reorganization.  Prior to his role as CEO of DHI, he served as CFO and EVP, Industry Brands Group at DHI and its predecessors, during which...
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CFO | Principal
Pat Balestrieri
Pat Balestrieri is a highly experienced CFO. His career spans various industries, including brokerage houses, multi-national trading companies, and AV construction firms, showcasing his adaptability and expertise in different accounting practices. He has been a certified CPA in New York State for more than 30 years and is also recognized as a Lean (Kaizen) trainer. Pat started as a Futures...
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CFO | Principal
Philippe Touzot
Philippe Touzot is a seasoned Chief Financial Officer with over 25 years of leadership experience in financial and operational management. He is a strategic thinker with excellent analytical skills and a strong ability to build and implement actionable models to achieve business objectives. Philippe’s background includes over a decade serving as Global Chief Financial Officer for Momentum Worldwide, an award-winning...
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Principal
Raji Kalra
Ms. Kalra is a serial COO & CFO for growing nonprofits & social enterprises in the US. She also has experience in Fortune 500 companies, working at Accenture & American Express. Throughout her career, she has focused on developing strategies to help organizations grow and creating systems & plans for efficient, effective operations while implementing policies & procedures to mitigate risk and...
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Managing Director | CFO
Randy Talcott
Randy Talcott is a seasoned finance executive with over 35 years of experience in a variety of industries including manufacturing, distribution, travel and leisure, and home security.  He has served as chief financial officer of both medium size and small public and private companies where he has secured hundreds of millions of dollars in both public and private financings, executed...
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CFO | Principal
Robert Friedman
Robert Friedman is a seasoned Finance and Operations Executive with over 35 years of experience in entrepreneurial and privately held family-owned businesses across Manufacturing, Construction, Distribution, and Professional Services. With a strategic and holistic approach, Robert specializes in optimizing processes to drive scalable growth, operational excellence, and long-term profitability. His ability to implement structure and efficiencies typically found in larger...
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CFO | Principal
Rodger Lazoff
Rodger Lazoff, CPA, brings a wealth of experience in finance, operations, and information systems across various company sizes and types, spanning public and private sectors, both domestic and international. His expertise covers industries such as automotive, aerospace, consumer goods distribution (wholesale and retail), metal and chemical fabrication, medical device trials, pharmaceutical manufacturing, restaurants, and cable business. Known for his skills...
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CFO | Principal
Samuel Heller
Sam is an experienced CFO with the ability to manage an organization’s finances while moving an organization forward in new strategic directions.  He has over 30 years of experience as a CFO and senior finance executive. Most of his experience has been in the provider healthcare field where he became an expert in all areas of healthcare finance, reimbursement, billing,...
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CFO | Principal
Sarah Smigel
Sarah Smigel is a seasoned finance executive with over 35 years of experience in financial management and operations in both domestic and international markets. She possesses a wide range of skills and expertise in accounting, forecasting, budgeting, financial planning, and reporting, as well as in leading matrixed Financial Shared Services organizations. With a strong background in financial controls and quality...
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CFO | Principal
Stacey Frye
Stacey has over thirty years of professional experience with twenty of those being in a CFO role.  She is a graduate of Wichita State University and is a Certified Public Accountant (inactive) with a broad range of industry experience. Stacey thrives in rapid growth companies and never backs down from a challenge.  She spent 19 years as CFO for one...
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CFO | Principal
Stephanie Parker
Stephanie Parker is a senior level finance executive with 30+ years of experience.  She is dedicated to delivering success to organizations, through working with C-Suite executives to analyze business goals and current strategies. Proven ability to enhance growth and profitability through assessment of processes, systems, reporting, organizational structure, and cash management practices. Stephanie has demonstrated ability in identifying areas of...
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CFO | Principal
Steve Berlin
Steve Berlin, CPA and CFO, brings over 35 years of experience leading financial strategies across a diverse range of industries, with a strong focus on media-related organizations such as television and radio broadcasting, national and digital advertising, and TV production. His expertise also extends to sectors including transportation, medical, gaming, and recreational industries. Throughout his career, Steve has provided executive...
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CFO | Principal
Sunny Sharma
Sunny Sharma is a seasoned Finance and Operation Executive with an entrepreneurial spirit and over 25 years of experience in public, private equity and individual investor backed entities in sectors such as Education, Technology, Healthcare and Distribution. Strategic thinker in fast paced growth environments with a practical approach in achieving desired results. Sunny has held several senior management positions throughout...
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CFO | Principal
Thomas McNiff
Thomas McNiff has over 30 years experience in senior financial and operational roles across a variety of industries such as manufacturing, retail, consumer products, hospitality and entertainment. Tom has experience working for a range of companies from venture backed startups to Fortune 100 companies. He is a proven leader who has been an integral part of multiple management teams. With...
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CFO | Principal
Tim Domini
Tim Domini has over 30 years of experience as a financial manager working in a variety of industries and different size organizations from startup to multi-billion-dollar organizations. Since the early 2000s, Tim has extended his expertise to the Not-for-Profit sector and has broad and deep experience in Not-for-Profit issues. As a Not-for-Profit leader, Tim has managed through board reporting and...
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CFO | Principal
Todd Sloan
Todd Sloan is a senior finance executive with over 35 years’ experience in media, digital media, data analytics and technology companies.  Mr. Sloan has led finance, business operations, corporate development, investor relations, legal and business affairs and all aspects of administration in multiple companies, including About.com (NASDAQ: BOUT), NetRatings, Inc (NASDAQ: NTRT), Tremor Video, Inc. (NYSE: TRMR) and Sisense Inc...
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CFO | Principal
Tom Morral
Tom Morral is a well-versed financial executive who brings a passion for what he does and an overriding desire to bring multi-discipline teams together to achieve organizational goals. He delivers success to organizations by working with C-Suite executives to analyze business goals and current strategies. Tom brings a strong background in financial reporting for private, public, and private equity-owned organizations...
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CFO | Principal
Vaughn Henson
Vaughn Henson is a talented professional with extensive financial and operation experience across a wide range of industries. His career began as a CPA in public accounting and progressed to President of a fast growing transportation and parts processing company. Under his leadership annual volumes grew from 250,000 units to 3.5M, and profits increased by 5X. Vaughn is a roll-up-the-sleeves...
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