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    Tag: corporate finance

    Mandy Warren: Leading Change, Building Trust and Inspiring Followership.

    I’m excited to share my executive biography, detailing my 34-year journey in finance, accounting, and business transformation across the pharmaceutical, clinical research, and healthcare industries. I’m passionate about leading change, building trust, and driving financial excellence. If you’re looking for strategic board leadership in finance and operations, let’s connect!

    Bill Bruckmann: Honesty is the Foundation of Leadership and Success.

    With over 40 years of experience in corporate finance, investment banking, and energy advisory, I’ve had the opportunity to work with leading oil and gas companies, shaping financial strategies, executing M&A transactions, and driving long-term value. My board experience and leadership in capital markets have given me a deep understanding of governance, risk management, and corporate structuring. I am always looking for opportunities to add value to the right company. Here is my biography.

    David G. Wopschall – Strategic Financial and Operational Leader

    David G. Wopschall is a seasoned financial and operational executive with over 25 years of leadership experience in private equity-backed and public companies. As a transformative CFO, he has led over $1 billion in M&A transactions, driving enterprise value and securing high-multiple exits. With expertise spanning high-tech, electronics, satellite communications, SaaS, and manufacturing, he has successfully restructured global organizations, optimized financial operations, and raised over $300 million in capital. A trusted advisor to CEOs and Boards, Wopschall excels in financial strategy, risk management, and operational efficiency. His ability to drive growth, profitability, and corporate transformation has made him a pivotal leader in navigating complex global markets.

    Adam R. Hickey, CPA: Driving Financial Excellence, Strategic Growth and Technological Innovation.

    I am excited to share my executive biography, highlighting my journey in finance, accounting, and IT leadership. Over the past 25 years, I have been fortunate to lead high-impact financial transformations, optimize strategic growth initiatives, and drive digital innovation in global organizations. My passion for finance, technology, and community engagement continues to shape my career, and I look forward to new opportunities to make a meaningful impact.

    Richard Morgin: A Results-Driven Leader in Franchise Development and Corporate Finance

    Richard Morgin is a hands-on and accomplished consultant with The Franchise Consulting Company, bringing extensive expertise in lead generation, franchise development, coaching, and closing. As a trusted advisor to executive leadership, he excels at dissecting complex financial and operational challenges, synthesizing data, and presenting strategic solutions that drive business success. With a proven ability to build and lead high-performing teams, Richard fosters a results-oriented culture that maximizes efficiency and profitability. His forward-thinking leadership in controllership, financial planning, and internal audit has consistently delivered significant cost savings and operational improvements. Recognized for his ability to vet strategic plans, analyze financial assumptions, and present data-driven recommendations, he continues to be a key force in helping businesses navigate growth and transformation.

    Carol Trotter: Strategic Leader in Financial Optimization and Business Excellence

    Carol Trotter is a seasoned financial executive and business leader with a strong background in accounting, resource planning, and budgeting. As Co-founder of Elevate Pros, Inc., she leverages her CPA and PMP certifications to help businesses optimize financial operations, align resources strategically, and drive operational efficiency. With over two decades of experience across various industries, Carol has held key leadership roles in finance, consulting, and corporate strategy, consistently delivering solutions that enhance fiscal stability and organizational growth. Her collaborative approach, combined with her deep expertise in program budgeting and process optimization, makes her a trusted partner for businesses seeking to strengthen their financial foundation and achieve long-term success.

    John Rath: Building Success Through Relationships, One Connection at a Time.

    Excited to share my professional journey, highlighting my 45+ years of experience in relationship banking, commercial lending, and strategic financial leadership. As I transition into board and advisory roles, I look forward to leveraging my expertise in financial governance, risk management, and strategic planning to help organizations grow and succeed. Here is my biography.

    John Paul “JP” Cavaliere, ChFC: Strategic Financial Leadership, Fiduciary Integrity and Investment Excellence

    I’m excited to share my executive biography, highlighting my journey in investment management, fiduciary leadership, and financial strategy. With over 20 years of experience in institutional investing, portfolio risk management, and nonprofit board governance, I am committed to helping organizations build sustainable financial futures.

    Matthew G. Bente: Transformational Financial Leader Driving Growth and Operational Excellence

    Matthew G. Bente is a dynamic financial executive with over 12 years of experience driving strategic growth and operational excellence across industries such as food and beverage, real estate, and financial services. Currently serving as the Head of Finance at Workhorse Brewing Company, Matthew has a proven track record of implementing transformative financial strategies, streamlining operations, and securing capital for growth initiatives. His leadership has consistently delivered measurable results, including significant revenue growth, cost savings, and enhanced organizational efficiency. Guided by his personal mission—"If you're not going to do it right, then don't do it at all"—Matthew is dedicated to helping businesses achieve sustainable success through collaboration, innovation, and financial stewardship.

    Joe Grabowski: A Seasoned Financial Services Executive and Strategic Leader

    Joe Grabowski is a distinguished financial services executive with over two decades of expertise in corporate finance, commercial real estate, and asset management. As the fractional chief financial officer of Blue Jay Investments LP and managing member of The Afton Group, LLC, he provides strategic financial consulting, forecasting, and cost analysis services. His career includes leadership roles at Regions Bank and Wells Fargo, where he managed large portfolios, optimized risk management strategies, and drove financial growth. A dedicated community leader, Joe has served on multiple nonprofit boards and holds an MBA from Azusa Pacific University. His strategic vision and financial acumen make him a trusted leader in the industry.

    Messias Pedreiro Neto: Seasoned Financial Executive and Strategic Advisor

    Messias Pedreiro Neto is a seasoned financial executive with over 30 years of experience in corporate finance, investment banking, and strategic advisory. As a Partner at Thoreos Consultoria, he specializes in guiding mid-cap and large companies through transaction structuring, growth strategies, and financial optimization. With a proven track record that includes leading Brazil’s largest multi-source project finance initiative and structuring over USD 1.5 billion in upcoming investments, Messias is renowned for his expertise in governance, venture capital, and international financial strategies. Fluent in Portuguese, English, and Spanish, he brings a global perspective to every endeavor, making him a trusted advisor and transformative leader in the financial sector

    Emmanuel “Manny” Monahogios: Distinguished Financial Strategist, Business Builder and Leader in Risk Management.

    Manny Monahogios is a seasoned financial leader with over 30 years of exceptional experience in global markets, trading, and risk management. Renowned for his results-driven approach, Manny has excelled in delivering tailored financial solutions across corporate, institutional, family office, and ultra-high-net-worth client segments. His dynamic career spans wealth management, cross-border M&A, and derivatives strategy, demonstrating a remarkable ability to adapt to evolving industry landscapes. A proven leader and multi-tasking producer, Manny is committed to driving innovation, fostering a culture of excellence, and delivering measurable results through strategic initiatives and collaborative leadership.

    Mark Robinson: Driving Strategic Growth Through Leadership, Insight, and Collaboration.

    With over 45 years of global leadership experience, I’ve had the privilege of driving organizational growth, mentoring talented teams, and building bridges across industries and geographies. My focus has always been on delivering strategic solutions and fostering collaboration to achieve success.

    Kelly Boyer: Senior Treasury and Corporate Finance Executive

    Kelly Boyer is a senior executive with over 20 years of expertise in corporate finance, treasury, investor relations, strategic planning, M&A, and ESG, with a proven track record of driving value and minimizing risk for multinational corporations. She has successfully structured and completed over 40 major financing deals, demonstrating a deep understanding of global financial markets and a strong ability to optimize balance sheets and maintain liquidity through market cycles. As a skilled negotiator and leader, Kelly has built and managed relationships with investors, stakeholders, and board members, guiding companies through complex financial strategies and capturing key market opportunities. Her extensive experience in M&A, risk management, and treasury operations has been instrumental in delivering shareholder value and driving long-term organizational success.

    Alejandro Villalobos: Finance Executive & Data Science Specialist; “Keep an Open Mind, You Can Always Learn Something.”

    I’m excited to share my biography, detailing my professional journey in finance, data science, and risk management. With over 12 years of experience, I’ve worked across industries like energy, manufacturing, and financial services, where I’ve developed key skills in financial planning, forecasting, and business strategy.

    Douglas S. Smith: Driving Growth, Innovation, and Impact Through Developing Ecosystems

    Excited to share my professional biography, highlighting my journey in strategic partnerships, finance, and corporate development across technology, finance, and nonprofit sectors. I’m passionate about building impactful ecosystems, driving growth, and mentoring future leaders. Here is my biography.