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    Tag: finance executive

    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.

    Brad McBride: Experienced Finance Executive with Expertise in Strategic Leadership & Compliance

    Brad McBride is a seasoned finance professional with over 30 years of experience in accounting, regulatory reporting, financial analysis, and strategic planning. With a strong background in compliance and internal controls, Brad has successfully led financial teams across several renowned institutions, including Morgan Stanley Bank and American Express. He is known for his ability to develop and implement risk management strategies, ensure Sarbanes-Oxley compliance, and streamline financial processes. Brad’s expertise extends to asset liability management, budgeting, and tactical leadership, making him a trusted advisor to both regulators and senior executives. His clear communication and strategic vision have consistently driven organizational growth and financial stability.

    Joe A. Rodriguez: Senior Finance Executive & Strategic Advisor

    Joe A. Rodriguez is an accomplished financial executive with over 30 years of experience in finance, accounting, and corporate governance. Throughout his career, Joe has excelled in roles such as CFO, Corporate Controller, and Internal Audit Director, providing leadership in both startup and global organizations. He has a proven track record in driving financial success, including overseeing SEC reporting, IPO readiness, and U.S. GAAP compliance for private equity-backed firms and publicly traded companies. Joe’s extensive expertise spans strategic planning, revenue recognition, lease accounting, risk management, and financial operations management, and he has successfully led international teams across industries such as mining, manufacturing, and technology. Known for his strong character and integrity, Joe fosters a collaborative environment and effectively communicates complex financial insights to executive teams, boards, and stakeholders.

    Michelle L. Goheen: Maximizing Enterprise Value

    Michelle Goheen brings over two decades of experience in guiding companies through the complexities of going public, ensuring they are fully prepared for the transition to becoming publicly traded entities. With deep expertise in both buy-side and sell-side acquisition work, she has successfully led numerous transactions, providing critical financial insights and strategic direction. Her extensive audit committee consulting experience further underscores her ability to navigate regulatory requirements, corporate governance, and financial reporting. As an audit committee financial expert, Michelle is equipped to lead audit committees with a focus on fostering transparency, mitigating risk, and enhancing shareholder confidence.

    Patrick Ruark: Accomplished Finance Executive and Strategic Visionary

    Patrick Ruark is a highly accomplished finance executive with over 35 years of experience leading global finance teams and projects across various industries, including...