Tag: corporate finance

Dan Picmann: Results-Driven Executive in Private Equity and Business Transformation

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.

Sean M. Mulloy

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. Roberts: Transformational CEO, Strategic CFO, and Global QSR Leader

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: Transformational Financial Leader with Global Expertise in Strategy, Operations, and Investor Engagement

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 | Global Finance & Operations Executive | Strategic CFO | Board Advisor

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.

Allie Owens: Transforming businesses and accelerating growth.

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: Finance and Strategy Leader Driving Corporate Growth and M&A Excellence

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.

Jonathan Smythe: Financial Strategist in Taxation & Accounting

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.

Brian Feidt: Helping Companies Transform Financial Vision into Measurable, Strategic Outcomes.

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: Strategic Finance Leader and Investment Innovator

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.

Jim Wood: Chief Executive Officer “Driving Results Through Strategic Insight and Proven Leadership”

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.

Bambie Mazer: M.B.A., J.D., LL.M.

I’m excited to share my executive biography, highlighting my experience in corporate strategy, international negotiations, contract management, and financial operations. With a passion for governance, compliance, and business transformation, I’ve dedicated my career to helping organizations navigate complex business landscapes with integrity and strategic foresight.

Robert Koenig: Transforming Mergers and Acquisitions Through Innovation and Expertise; Positively Transforming the Lives of Business Owners.

After more than three decades in M&A, I have had the privilege of working with business owners to maximize their exit strategies and secure financial futures. From pioneering new marketing techniques to leading a global network of buyers, my career has been dedicated to delivering superior valuations and transformational liquidity events. Here is my biography.

Robert Wickey | Financial Strategist, Operational Expert, and Board Advisor Driving Business Growth and Efficiency

Robert Wickey is a seasoned financial and operational strategist with over 45 years of experience in business analysis, process improvement, and corporate finance. As the founder and managing director of Equinox Investment Partners LLC, he has provided investment counsel, strategic consulting, and governance expertise to businesses in manufacturing, distribution, and nonprofit sectors. With a strong background in financial leadership, he has played a pivotal role in restructuring organizations, optimizing supply chains, and securing financing for critical housing and development projects. A decisive leader with a hands-on approach, Robert is committed to driving efficiency and sustainable growth. Currently seeking board opportunities, he aims to leverage his expertise to enhance profitability and operational success for organizations in need of strategic oversight.

John Contino | Visionary Leader in Structured Finance and Mortgage Investment

John Contino is a distinguished financial expert with over 41 years of experience in structured finance, mortgage analysis, and investment advisory. As the founder and principal of Sperlinga Advisory LLC, he has guided institutional clients through complex financial landscapes, specializing in mortgage-backed securities, mortgage servicing rights, and litigation support. His strategic foresight and risk management expertise have been instrumental in successfully navigating market volatility, including his leadership in de-levering investment funds ahead of the 2007 mortgage crisis. A respected expert witness, John has provided testimony in high-profile financial litigation cases, further showcasing his ability to analyze and communicate intricate financial matters. With a strong foundation in investment strategy and structured finance, he is now focused on leveraging his extensive expertise to help businesses grow and thrive in today’s evolving financial environment.

Dr. Vivian O. Okere: Empowering Financial Leadership, Driving Strategic Growth and Inspiring Excellence.

I’m excited to share my professional executive biography, which highlights my experience in finance, risk management, executive leadership, and strategic business development. Over the years, I’ve worked with global institutions, academia, and corporate executives, helping organizations navigate financial complexities while mentoring the next generation of finance professionals.