Over the years, I’ve been fortunate to grow as a leader in the financial services and banking sectors, driven by a passion for innovation, strategic growth, and servant-leadership. From public accounting to executive leadership roles, my journey has been one of transformation, collaboration, and a commitment to giving back. Here is my biography.

Robert Lay is a dynamic financial executive known for his ability to lead complex business transformations, drive operational excellence, and deliver measurable financial results. With a track record that includes more than $800 million in M&A transactions and turning multi-million-dollar losses into profitability, Robert brings a unique blend of strategic vision, fiscal discipline, and leadership integrity. His approach is grounded in collaboration, data-driven decision-making, and a relentless focus on creating sustainable value across organizations.

Beth Burak is a seasoned financial and tax professional with over 20 years of experience spanning government, corporate, and public accounting sectors. A Nevada Certified CPA with a Master’s in Taxation, she brings a unique blend of regulatory insight and private sector strategy to every role she undertakes. Known for her meticulous analytical skills and deep technical knowledge, Beth has led high-stakes audits, managed multimillion-dollar budgets, and developed advanced financial models that support organizational growth and compliance. Her commitment to ethical leadership, continuous learning, and mentoring others defines her as a trusted expert and strategic partner in complex financial environments.

I’m excited to share a comprehensive view of my professional journey in corporate finance and investment management. With over 20 years of experience across industries including entertainment, hospitality, power utilities, and more, I’ve been fortunate to contribute to companies in both growth and restructuring phases. My focus has always been on delivering value through sound strategy, deep analysis, and strong collaboration. Here is my biography.

Rodney Metzger is a highly accomplished tax executive with over four decades of leadership experience driving operational efficiency, strategic tax planning, and organizational excellence across domestic and international landscapes. Known for his strong character, technical expertise, and strategic foresight, Rodney has consistently delivered measurable results through process improvements, tax savings initiatives, and team development. With a Master of Science in Taxation from Walsh College and a Bachelor of Business Administration from the University of Michigan, Rodney has led tax functions at major corporations while maintaining a personal commitment to mentorship and collaboration. Now offering his expertise on a part-time or seasonal basis, he remains a trusted advisor for organizations seeking a seasoned professional to navigate complex tax challenges with integrity and precision.

I'm excited to share my executive biography, which reflects my professional journey in private equity, operations, and business transformation over the past two decades. I've had the privilege of partnering with remarkable teams, leading strategic initiatives, and serving on the boards of innovative companies. As I continue to grow and contribute in this space, I remain passionate about driving value and building enduring enterprises.

I'm excited to share my professional biography, which reflects my journey through nearly two decades of strategic finance, operations, and leadership. From transforming startups to scaling growth-stage companies, I’ve been fortunate to work with incredible teams across a variety of industries. I believe in the power of mentorship, the importance of continuous learning, and the impact of clear financial strategy. Here is my biography.

Laurance R. "Larry" Roberts is a seasoned executive and former public company CEO and CFO with over four decades of leadership in the quick service restaurant industry. Best known for his transformative leadership at El Pollo Loco and senior roles at Yum! Brands, Larry brings a rare blend of financial expertise, operational excellence, and strategic vision. His track record includes leading a successful IPO, driving turnaround initiatives, and building high-performing teams across global markets. Now focused on board and advisory roles, Larry offers deep insight into scaling businesses, improving profitability, and navigating complex organizational change.

Greg Vance is a results-driven financial executive with over 30 years of global experience leading finance, operations, and strategic transformation across the financial services and technology sectors. Recognized for his ability to drive growth, operational excellence, and investor confidence, Greg has held senior leadership roles at TradeStation, FIS, and Thomson Reuters, where he guided organizations through IPO readiness, complex M&A, and large-scale business integrations. He brings a strong track record in financial planning and analysis, regulatory compliance, and performance optimization, with a leadership style grounded in integrity, transparency, and team development.

Joel Jeselsohn is a seasoned global CFO and strategic business leader with a track record of transforming finance organizations into engines of growth, efficiency, and shareholder value. Known for his sharp financial acumen and operational insight, Joel has led high-impact initiatives across SaaS, financial services, and B2B software sectors—guiding companies through IPOs, mergers, and complex global expansions. With deep international experience and a passion for automation and strategic planning, he is a trusted advisor to CEOs, investors, and boards alike.

I'm excited to share my executive biography, which highlights my experience in private equity, M&A, operations, and business transformation. With a passion for scaling companies and optimizing performance, I thrive in fast-paced, high-impact environments. I am actively seeking board opportunities where I can contribute my expertise and strategic insights to help companies grow.

Surya Krishnan is a seasoned finance and strategy executive with over two decades of experience in corporate development, M&A, valuation, and strategic planning. He has led over $25 billion in transactions, managed $150 million in revenue, and advised C-level executives on financial strategy and business growth. With a strong background in corporate finance, venture capital, and financial consulting, Surya has played a key role in high-profile acquisitions and investment initiatives. In addition to his leadership in corporate finance, he is committed to mentorship and professional development, guiding MBA students and emerging business leaders through financial strategy and career growth. His expertise in data-driven decision-making, market analysis, and corporate advisory continues to shape the future of finance and business strategy.

I’m excited to share my professional biography that highlights my experience in tax, accounting, financial strategy, and multilingual collaboration. I’m passionate about contributing to organizations that value precision, leadership, and ethical finance.

After nearly 30 years in finance and operations, I’m proud to share this executive biography that reflects my journey of helping companies grow, transform, and navigate complexity through financial strategy, culture, and operational excellence. If you’re interested in board collaboration or strategic partnership, here is my biography.

Joe Lichtenberger is a seasoned finance executive with over 30 years of experience in structured trade finance, private equity, venture capital, and corporate finance. As the Managing Principal of Crescive Capital, he leads early-stage investments, financial consulting, and capital-raising initiatives, leveraging his deep expertise in strategic growth and value creation. His career includes leadership roles at Cargill, where he structured billion-dollar financing deals and pioneered innovative investment strategies, as well as experience in private equity and investment banking at firms like The Pritzker Organization and Bear Stearns. With an MBA from Northwestern University’s Kellogg School of Management and a BBA from the University of Michigan’s Ross School of Business, Lichtenberger is recognized for his ability to navigate complex financial landscapes, optimize capital structures, and drive sustainable growth for high-impact businesses.

I'm pleased to share a professional overview reflecting my career dedicated to strategic growth, financial management, and operational excellence. Having led transformative initiatives across real estate, investment banking, and media, I continue to seek meaningful opportunities to leverage my skills and experience—here is my biography.