Meet Our Team
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 make better informed decisions, evaluate their business strategies and engage their team.
Haleh has held roles as a CFO, COO and President. She has completed numerous mergers and acquisitions, business divestitures, debt financing and exit transactions. Haleh has broad industry experience including Technology, Manufacturing, Retail, Marketing and Financial Services. She is an effective leader and developer of high-performing teams.
Haleh is committed to empowering and mentoring women in business, was an Executive Board member at CHILD International and a pro bono consultant at Taproot Foundation. Haleh recently completed the Oxford University Said Business School Executive Leadership Program and holds a B.A in Economics from CSULB.
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 healthcare to manufacturing, logistics to transportation, real estate to digital marketing, legal and other professional services. Nelson served in the roles of the CFO, interim CFO, COO, and consultant; working with companies of all sizes to achieve their strategic, financial, and operational goals. He earned an M.B.A. in Corporate Finance, Financial Instruments and Markets, and Accounting from NYU’s Stern School of Business.
This experience has culminated in the creation of ProCFO Partners, where the founding principles inform every decision. Every company deserves an expert CFO to guide them along their way and every expert CFO deserves a platform to practice in a way that is meaningful to them.
With over 20 years of financial leadership experience, Brian partners with CEO’s, founders, boards and management to help companies realize goals for growth, sustainability and profitability. He believes a well-built finance function can be transformative and is essential to help companies plan, grow and thrive. He employs best-in-class finance and accounting practices – honed from his work with private equity giants Blackstone and Macquarie, and leading tech companies including Kyriba – to help an array of clients who don’t typically have ready access to these professional services.
Rashid Khan is a Senior Finance and Operations executive with extensive experience in helping businesses develop and achieve their strategic goals. Over two decades, he has worked as an agent of transformation and growth for small to large organizations across a multitude of industries.
Rashid has spent most of his career developing people, processes, and technology – three key elements for any business to be successful. He is a results-oriented leader and strategic business partner, who possesses the core values of integrity, compassion, and perseverance. Rashid is a visionary with an ability to make sense of numbers and who consistently drives best practice solutions to successful implementation.
Key areas of focus:
• Financial Reporting & Planning
• Strategic Business Growth
• Process Improvement
• Employee Development
• ERP systems assessment and implementation
Pat currently serves as Principal, ProCFO Partners, providing strategic business transition and financial growth services to help businesses and their owners reach their professional and personal goals. He is a Certified Public Accountant and Certified Business Transition Expert. He earned his MBA from NYU Stern School of Business.
Pat is a Business Executive with over 30 years of diversified experience ranging from start-ups to Fortune 100 entities. His background is rich and includes experience in organizational turnarounds, mergers and acquisitions, business reorganizations and reengineering, raising millions of dollars in seed capital, R&D partnerships, joint venture efforts, manufacturing and distribution partnerships, corporate sales, due diligence, international business operations, and more. He also has vast experience in P&L management, product development, business development, corporate finance, and marketing. During his career so far, Pat has been a catalyst for generating over $500 million in revenue and $200 million in cost savings for his employers and clients.
His most recent prior experience includes joining B2BCFO as a Partner and forming PCA Corporate Strategies, serving as a C-level consultant to identify and develop new venture business opportunities. In this capacity, he served as COO/CFO and Director of Millisecond Technologies Corp., where he developed and commercialized new pasteurization technology.
He spent much of his career as an entrepreneur serving as President/CEO/CFO of several manufacturing, distribution and R&D companies.
Pat’s Fortune 100 experience includes: Director of New Business Development for the Advertising Solutions Group of Harris Corp., CEO/CFO of Electronique and Milk-Made, Inc., Vice President and Director of Strategic Marketing Planning for the US Consumer Banking Group at Citicorp, Director and Manager of Financial Planning and Analysis at RCA Records and Paramount Pictures, respectively.
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 corporate and employee performance objectives.
Dan has served as the CFO of two publicly traded companies as well as the CFO of an entity owned by a highly regarded private equity group. In addition to his business expertise, Dan has highly developed leadership and motivational skills and a collaborative working style. Dan obtained his CPA while working for Deloitte Touche in its emerging business department.
Dan’s areas of expertise include; financial reporting, both public and private, corporate restructuring, mergers and acquisitions, debt and equity financing, strategic planning, 10K, 10Q and registration statements.
Dan’s industry specializations include; manufacturing, high technology, financial services, retail, SaaS, medical practices and distribution.
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 he led the company through a financial restructuring, sale of the business, acquisitions and a public offering. Prior to DHI, he held various senior finance roles, including Vice President & Controller at USA Networks, Inc. (now IAC/InterActiveCorp), CFO at Newport Media and Hallmark Entertainment, and Controller of Univision Television Group. Mr. Durney began his career in public accounting at Arthur Young & Co. (now EY).
Since March 2020, Mr. Durney has served as the Interim CFO of New York Public Radio.
Mr. Durney is Chair of the Board of the Oswego College Foundation, Inc. and a member (past Chair) of the Advisory Board of the School of Business at SUNY – Oswego. He is also Chair of the Board of Directors of Backyard Players & Friends, an inclusive, arts-based community program serving a diverse group of individuals with all abilities. He holds a BS in Accounting from SUNY – Oswego and is a Certified Public Accountant licensed in New York State.
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 the senior management team, Jeff provided financial, systems and operational guidance as the company grew from approximately $50M of annual sales to $140M. In addition to building the financial reporting function, Jeff’s daily duties included the treasury and cash management functions, as well as management over the A/R, Credit, A/P, P/R, Accounting, HR, benefits, banking, insurance, risk and IT development areas.
Jeff has negotiated multi-million dollar credit facilities to provide for acquisition funding and working capital. He has also designed, developed and implemented a fully customized and integrated processing, billing and accounting system utilizing an ORACLE database, which in addition to allowing for enhanced monthly reporting capabilities, created processing efficiencies that significantly accelerated the billing and collection functions.
Jeff led the company’s M&A process, performing all valuation analysis and due diligence reviews, successfully closing 9 transactions, and created a new business line that generated over $30 million in annual revenues.
Prior experience includes 9 years as the COO/CFO of a $40M transportation service company, and earlier controllership positions in various companies.
Jeff has served as a director on the boards of two NYC Not for Profit corporations, and is currently an independent director at P&F Industries, a LI based publicly traded company (NASDQ: PFIN) – serving as the Chairman of the Audit Committee and a Member of the Compensation Committee
Jeff received a BS in Accounting degree from Bentley University, is a Certified Public Accountant licensed in NYS, and is a Chartered Global Management Accountant.
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 company that grew from $11 million to over $100 million in revenues.
Her areas of expertise include managing change in rapid growth environments, building high functioning accounting teams, debt financing and restructuring, M&A, financial planning and analysis, system implementations, reporting, and profit improvement.
If Stacey’s not working, you might find her hanging out near the lake with her husband, mother, or adult children.
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 enhance governance.
Currently, Ms. Kalra acts as an interim CFO for IRAP (International Refugee Assistance Project) & the Shorefront Y (SFY). She was also recently a change leadership consultant for the NFL and organizational design consultant for Global Outreach International. Before switching to freelancing, Ms. Kalra worked at the David Lynch Foundation as their CFO/CAO, growing the organization from $7.5M to $18M and Harlem RBI, helping to establish & start DREAM Charter School. She also lead the Museum for African Art’s $135M capital project during her tenure there as CFO.
Raji holds an MBA from Columbia Business School and an MA from John Hopkins University School of Advanced International Studies (SAIS). She holds her undergraduate degree from Columbia College, Columbia University. She is also a Certified Nonprofit Accounting Professional and sits on three nonprofit boards, serving as Treasurer on one and Chair at another.
Byron Kanaley, CPA MBA has over 30 years’ experience working with small and medium sized companies throughout the Chicago area. As a CFO, Byron has directed the finance and accounting efforts in the Retail, Technology, Professional Services, Distribution and Not for Profit sectors. Byron has a proven track record for building high performance teams and solving complex business problems. He is recognized as a financial manager who combines information technology, human resources, operational and administrative experience with financial expertise to reduce costs, increase margins, improve operational efficiencies and effectively manage growth.
Byron is a CPA, earned his BA degree from Colorado State University and graduated with honors from the University of Notre Dame Executive MBA program in 2003.
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 variety of industries. As a member of the Senior Management Team, he has completed a dozen acquisitions and divestitures, taken a company public on the NYSE, and closed numerous bank financings including in the hundreds of millions of dollars.
As CFO (as well as Treasurer, Secretary, and member Board of Directors), John helped double sales to $130 million at a 70-year old privately held company through a combination of organic growth and acquisition, growing its footprint from primarily the Northeastern U.S. to 38 countries. In support of this growth, John completely revamped and mentored the Finance/Accounting, Legal, and HR teams, all of which reported to him.
Greater fiscal controls and labor monitoring were introduced in support of the company’s 1500 annual projects, ranging in size to $10 million. A formal annual profit planning discipline was implemented, new financial matrices and monthly reporting packages were introduced, and numerous incentive plans redrafted to better align with the company’s financial success and greater individual accountability.
Determining a company’s competitive advantage, how best to improve profitability, and realistically accessing future growth prospects and the cash to fund this growth are key elements of a puzzle to be solved utilizing financial data, industry information, and analysis. John has a BA in Economics from Harvard College and an MBA in Finance and General Management from Harvard Business School.
Gerry is a seasoned financial and operational executive with a strong track record of driving growth and profitability of privately owned, mid-sized businesses.
He is passionate about ensuring that the Finance function is a valued partner to the business, providing senior leaders with data & analytics that drive informed business decisions
A background in medical devices, consumer goods, construction and defense manufacturing has provided expertise in process optimization, change management, lean manufacturing, Six Sigma, project management and team building.
In multiple C-level roles with multi-channel distribution and e-commerce businesses he has led teams developing monthly business review reporting, multi-year strategic business roadmaps, standardized metrics and processes to drive accountability, facilitate strategic decision making and achieve financial results for the organization.
Gerry holds a BBA from Dowling College, a MBA in Finance from Adelphi University , and a JD from Touro Law Center. He is an admitted attorney in New York State, and a member of the NYSBA and SCBA.
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, financial reporting/forecasting/budgeting, KPI and performance assessment, new accounting systems testing and implementation, bank/vendor/regulatory relationship management and more. She is a veteran team leader in corporate finance, delivering results under tight deadlines, coordinating across globally diverse and remote team members, all while adhering to keen regulatory oversight. Kathleen is equally comfortable working in the details, as she is with providing strategic guidance and perspective as a business partner, and enjoys moving between the two. She finds the shared expertise framework of ProCFO Partners to be of high value to clients because often the best ideas arise from collaboration and collective experience. When Kathleen is not working with her clients, she volunteers with her school district’s Special Education Parent-Teacher Association (SEPTA), with her local parish, and is a charity swimmer for Swim Across America. Kathleen resides in Long Island, NY, where she and her great hubby raise three awesome boys.
Carlos Sava has more than 15 years of experience in accounting, financial, and investment roles. He is a founder, advisor, and strategic operator – working with companies across many sectors, including professional/business services, financial services, and IT.
His areas of expertise include strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A. Working with sole-proprietors, family businesses, private equity firms, and publicly traded companies, Carlos understands how to manage stakeholders, determine and create value, and get deals done. By working internally, as an investor, and as an advisor, he understands key metrics, qualitative considerations, and valuation. Carlos takes a long-term approach to build sustainable value by focusing on business strategy, return on investment, and process development and efficiency.
He founded Clarendon Capital Management (investment management firm), Clarendon Search Partners (search fund), and was a founding member of an artificial intelligence investing service. Carlos began his career in investment banking, where he completed nearly $2 billion in capital raising and M&A transactions. Carlos earned his BBA in Accounting and Finance from the University of Wisconsin-Madison. He holds a Certified Public Accountant (CPA) license and is a CFA charter holder.
Tom is a senior financial executive with over 30 years of experience across a wide range of industries and company sizes, with a focus on privately held, lower middle market firms in real estate/construction, professional services and technology with entrepreneurial vision. From his start in public accounting, Tom has been at the center of some the biggest events over the past 20 years, leading teams at firms in IT consulting during the chaos of Y2K, and managing over $1.0B in financing for a large national homebuilder during the rise and fall of real estate during the early part of this century. He has assisted start-ups raise money in Illinois and Silicon Valley, led financial restructurings, drove aggressive M&A strategies and has performed operational consulting with Fortune 500 organizations. Most recently, Tom was the CFO for NTP Wireless, a wireless site acquisition firm that was acquired by System One, the 21 st largest staffing firm in the US. As CFO for NTP Wireless, Tom helped restructure and refocus the firm and was actively involved in the sale to System One to further NTP’s vision. Tom graduated from the University of Illinois with a BS in Accounting and earned his MBA from the Kellogg Graduate School of Management at Northwestern University. He is a licensed CPA (inactive) and a member of the AICPA and Illinois CPA Society.
Tony is a CFO with more than 25 years of experience supporting privately owned, mid-sized businesses in the manufacturing and service sectors. A collaborative yet compassionate financial leader who is equally as comfortable with numbers and people. Tony has been successful implementing practical solutions that further business objectives.
Most recently, Tony served as the chief financial officer for a $150m manufacturing group with diverse operations in the U.S. and Canada where he led all financial and administration functions across multiple business units. His wide range of experience includes acquisitions and integrations, establishing fiscal and operational performance measures, forecasting & modeling, cost reduction, cash and inventory management, system implementations, business planning, debt financing and restructuring.
Tony is a graduate of Siena College, a Certified Public Accountant, and the co-founder of charitable organization dedicated to supporting Leukemia research and causes. He enjoys golf, local restaurants, and his beloved New York Rangers.
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 both a President and Chief Operating Officer in consumer-facing industries. Working in publicly owned as well as Private Equity backed companies, Jeff has a demonstrated record of leading companies to success in both operational and financial roles. Jeff thrives in fast-growth, multi-channel consumer businesses where rapid change is part of the operating culture. Jeff started his career as an Audit Manager at KPMG and has worked with global companies including ARAMARK, DFG Global Corp, and Rent-A-Center. Jeff has a Bachelor of Science in Accounting from Baker University and is a Certified Public Accountant (inactive.)
Tom Kenter is a global senior finance executive and corporate officer. Tom has more than 25 years of diversified experience in the manufacturing, distribution, and service industries. Tom brings extensive expertise in finance, business improvement, business strategy, change management, cost reduction, cash generation, and risk management to the projects he undertakes.
Prior to joining ProCFO Partners, Tom was President of Michigan Avenue Advisors. In that role, Tom served as a management consult focused on helping small to medium sized organizations improve their performance by exploring new ideas to uncover an organization’s future by collaborating with the company’s management in the development and execution of plans for growth and improvement.
As Chief Administrative Officer & Executive VP at Veolia NA, Tom built the infrastructure needed to leverage resources/synergies between support functions across four operating divisions that resulted in a $20 million annual savings within 3 years. He oversaw the development and implementation of a new ERP / P2P solution, and drove continuous improvement efforts within the shared services organization. Working with the operational leaders, he led the effort to rationalize the employee Health & Welfare benefit offerings that generated savings in excess of $5M/ per year.
Tom has also been a member of a senior management team that grew its business from $500M to $1.3B over a 5 year period. In addition, Tom drove the creation and execution of action plans on underperforming operations thereby increasing profits by $4.7M annually.
Tom has led long range plan development, had P&L oversight, directed process improvement and quality programs, along with the consolidation and analysis of operating results. He also successfully developed and then implemented a safety culture initiative.
He has worked in executive positions for Veolia North America, Motor Coach Industries, the Beloit Corporation, the Quaker Oats Company, and the Trailmobile Corporation..
Mr. Kenter has an MBA from the University of Chicago – Booth School of Business.
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 Board, Company executives, staff, banks, and attorneys. He is an organization turnaround specialist who enhances product margins, maximizes cash flow, and develops metrics to measure company progress. He provides ethical and progressive leadership to organizations. Possessing keen analytical skills he has implemented short and long-range organization objectives. Marty is highly experienced in all distribution channels including imports and exports. He provides entrepreneurial guidance to startups and growth companies.
Brian K. Fern, CPA, has over thirty years of experience in the financial services industry. Brian has built his portfolio working with PE firms, privately-owned firms in several industries, and helped companies identify expense-savings opportunities. Prior to that, he spent 10 years as CFO at an RIA with $5 billion under management, where he gained expertise working with hedge funds, private equity funds, institutional managed accounts and High Net Worth clientele. Brian also worked at CIBC World Markets in various roles including Senior Product Controller for the Real Estate, Credit Capital Markets, and Investment Banking departments. Earlier, he spent six years at The First Boston Corporation in various capacities including Internal Audit, Public Finance, Mortgage Finance, and Investment Banking.
Brian started his career at Deloitte where he earned his CPA certification. He graduated from Boston University with a BSBA from the Questrom Business School. Brian is also the past Treasurer and current Vice President of a House of Worship in New Jersey where he resides with his wife and children.
Jeffrey Wollman is a senior financial and operations executive with more than 30 years of experience for small to medium sized privately held firms as a Controller and Chief Financial and Operating Officer.
In his most recent hybrid senior financial management and operations role, he facilitated and enabled revenue growth from $6 million to $26 million with a 6-fold rise in net income through more effective uses of technology, improved financial reporting through thoughtful KPI’s, optimizing operations and skillful contract negotiation and expense management. Jeff understands how to work with and for entrepreneurial owners and businesses to achieve desired positive results and solve critical issues. Scaling a business to enable growth is his passion and he is adept at building vendor and employee relationships for the good of the organization. He has excelled as a leader in Financial Management, Payment Processing, Billing and Collections, Financial Planning & Analysis, Capital Budgeting, Forecasting, Call Center Development and Management, Disaster Recovery, Bankruptcy and Project Management.
Jeff is an avid runner and has completed his 8th marathon since 2016 with more on the horizon. He applies the principles of both endurance and strategy to not only be successful in racing but also in his approach to successful business management. Jeff holds an MBA in Financial Management with Distinction from Pace University and a BA in Economics from the University of Rochester.
Industry sectors of expertise: Accounts Receivable Management (Commercial and Consumer Debt Collection), Retail Banking, Retail Financial Services and Hotel Investments and Management. Non-Profit Financial roles as a volunteer for numerous community and recreational organizations.
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 a broad background, he has revamped enterprise-wide financial systems and is a credible change agent partner. His background includes Reporting, Budgeting & Forecasting, Business development, Cost Accounting, Systems implementations, Sarbanes-Oxley documentation, AP, AR, PR, HR, Benefits, Banking, Insurance and Taxation. Tom was VP of Finance for the largest independent record label at the time, overseeing Finance and IT. He was also lead financial manger for Clinique Canada part of the Estee Lauder group. He has developed and delivered multiple board presentations and is always looking to help companies develop overall profitability. Additionally, Tom also assisted multiple companies receive PPP funding during the COVID-19 crisis.
Tom graduated from St. John’s University with a BS in Accounting. He is a licensed CPA (active) in the State of New York.
Francois X. Lamy
Francois X. Lamy is an experienced CFO/COO (he has held 5 full-time CFO or CFO/COO positions already over 20 years in total) with diverse experiences resulting in strong and quantified achievements to sales growth, profitability and cash-flow. In these roles, he has served as a business partner to CEOs and management teams, organizing his own teams across the globe.
He has been with the LVMH Luxury Consumer Goods public Group for over 20+ years in France and in the USA (in terms of Brands, he worked for Veuve Clicquot, Chandon, Belvedere Vodka and TAG Heuer especially) ; and then served as a standalone CFO of a small private manufacturing group of high performance products having both US and International operations. He is familiar both with big groups and with small businesses.
Within the consumer goods and manufacturing industries, his experience covers all functions of broad CFO roles: Strategy, interacting with Board of Directors, Financial Planning & Analysis, Accounting, Financial Reporting and Consolidation, US and International Taxes / Transfer Pricing, Banking Relationships (to renew or obtain financing), Merger & Acquisitions (buy-side and sell-side) and Information Systems too. It also covers the following aspects of Operations roles: Manufacturing, Distribution, Logistics / Customs and Customer Service / After-Sales as well.
In terms of channels, he is familiar both with wholesale, brick-and-mortar retail and e-commerce.
Francois holds a Master of Science degree from the highly selective Mines ParisTech Engineering School in France and has been a student at the HEC Paris Business School as well. He has been living in the US (MN, NJ, NY) since 2003.
Melanie A. Shaw
Melanie A. Shaw, MBA is a strategic finance professional who brings innovative energy, along with powerful Strategy, Vision, and Collaboration, through a passion for service, impact, and partnerships. Her 20+ years of expertise includes a broad range of industries including multi-unit restaurant, consumer packaged goods, association management, and manufacturing.
Her CFO roles have included the leadership of Operations, Technology, and Human Resource teams with rapidly growing organizations, acquisitions, start-ups, emerging brands, franchise groups, family, and global organizations.
Providing collaborative solutions and partnerships “She Gets It” aligning Financial, Operational, and Leadership expertise in transforming organizations, as a trusted business consultant to all levels of multi-unit leadership, board of directors, family offices, and private equity partners.
Melanie holds an MBA from DePaul University’s, Kellstadt Graduate School of Business with a concentration in Finance and Marketing, along with a B.S. Degree in Finance and Information Systems, graduating with an honors distinction at both.
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, and as CFO and COO of several private companies. Joan has extensive operational and strategic experience, and has completed numerous mergers and acquisitions, business divestitures, and debt and equity financings.
Joan has broad experience in Financial Services, SaaS, Media, and Retail. She holds an MBA from University of Rochester, Simon School of Business, and a BS from SUNY Oneonta, and is a licensed CPA.
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 as well as holding board advisory roles for startups, early and late-stage companies. Mr. Sloan holds a B.B.A. in finance and accounting from the University of Wisconsin / Madison
Mr. Sloan’s experience includes leading companies through multiple IPOs and private venture financings. His industry experience covers Software / SaaS, media and digital media companies in mid to late-stages of growth. Mr. Sloan has worked closely with both public and private company boards and related audit, compensation and governance committees. Has also led many M&A transactions of both public and private companies.