Tag: financial executive
Christi Westman: Experienced Financial Executive in Banking and Corporate Finance
Christi Westman is a seasoned financial executive with extensive expertise in corporate accounting, financial management, and regulatory compliance. As Vice President and Controller at Gate City Bank, she oversees financial operations, ensuring accuracy, efficiency, and compliance while driving strategic growth initiatives. With a strong background in public and corporate accounting, including leadership roles at Titan Machinery, Caterpillar, Valspar, and Deloitte, Christi has a proven track record of optimizing financial reporting, managing audits, and leading high-performing teams. A Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA), she combines technical expertise with strategic vision to enhance profitability and operational effectiveness. Dedicated to mentorship and industry leadership, she actively contributes to professional organizations and community initiatives, reinforcing her commitment to financial excellence and organizational success.
Tom Schneider: Visionary Financial Executive and Strategic Leader
Tom Schneider is a seasoned financial executive and strategic leader with a proven ability to drive profitability, operational efficiency, and business growth across multiple industries, including manufacturing, finance, e-commerce, and the outdoor sector. With extensive experience as a CEO, CFO, and board member, he has successfully led corporate turnarounds, mergers and acquisitions, and financial restructurings that have resulted in significant revenue increases and EBITDA growth. Known for his analytical expertise, leadership, and ability to foster positive corporate cultures, Tom has played a pivotal role in transforming businesses through strategic planning, innovative financial modeling, and effective communication with executives, investors, and stakeholders.
Christopher M. Cannon, CPA, MBA | Transformational Financial Leader Driving Strategic Growth and Innovation
Christopher M. Cannon, CPA, MBA, is a seasoned financial executive with 15 years of leadership experience in financial services and insurance. Specializing in financial planning and analysis, corporate finance, and risk management, he has successfully led enterprise-wide financial transformations, optimized financial performance, and implemented innovative financial systems. As senior executive director of personal lines and operations at CSAA Insurance Group, Chris oversees revenue forecasting, expense planning, and strategic financial initiatives that drive corporate decision-making. With a strong foundation in M&A valuation, financial modeling, and governance, he is actively seeking board opportunities where his expertise in finance and strategic oversight can contribute to organizational growth and success.
Sheena Shones | Dynamic Financial Executive & Strategic Growth Leader
Sheena Shones is a seasoned financial executive with over 15 years of expertise in financial strategy, risk mitigation, and operational excellence. As a Controller, she has successfully led organizations through financial transformations, post-acquisition integrations, and strategic growth initiatives. Her deep knowledge of GAAP compliance, budgeting, forecasting, and process improvement enables her to optimize financial health and drive business success. With experience spanning manufacturing, service, crypto, AI, and clean energy industries, Sheena is passionate about leveraging technology and data-driven insights to enhance decision-making. She is actively seeking board opportunities where she can apply her expertise in financial leadership, strategic planning, and business transformation to help companies scale and thrive.
Brian Valik: Experienced Finance Executive with Expertise in Investment Banking, Capital Markets, and M&A
With over 25 years of expertise spanning investment banking, capital markets, and M&A, Brian Valik brings a wealth of knowledge and strategic insight to every organization he supports. As a CPA and MBA, Brian has guided middle-market and lower-middle-market companies through complex financial transactions, raising capital, and driving growth initiatives. His leadership is marked by integrity, collaboration, and a passion for mentoring others. Actively serving on several boards, including Morqlear and Exit Planning Exchange, Brian combines his extensive experience with a commitment to giving back and helping organizations succeed.
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.
Gregory Lucas: Expert in Global Risk Management, Regulatory Compliance, and Strategic Financial Leadership
Gregory Lucas is a seasoned financial executive and risk management leader with over 40 years of experience in banking, financial services, and regulatory compliance. Throughout his distinguished career, he has played a pivotal role in developing and executing enterprise-wide risk frameworks, regulatory transformation initiatives, and governance enhancements for major financial institutions, including Citigroup and Sumitomo Mitsui Banking Corporation. With deep expertise in enterprise, market, credit, liquidity, and operational risk, Gregory has successfully led high-performing teams, guided strategic risk mitigation efforts, and engaged with global regulatory bodies to ensure compliance and financial stability. Now transitioning into board service and advisory leadership, he seeks to leverage his extensive experience in risk oversight, corporate governance, and financial strategy to help organizations navigate complex challenges and drive sustainable growth.
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.
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
Chris Feeney: A Seasoned C-Level Financial Executive Driving Value Creation
Chris Feeney is an accomplished financial executive with a proven track record of creating and accelerating shareholder value in multibillion-dollar corporations. With expertise spanning M&A, capital structure management, and strategic financial planning, he has held senior leadership roles in companies like Delaware North, Wyndham Worldwide, and Marriott International. Currently serving as Executive Vice President and CFO at Delaware North, Chris has driven nine consecutive years of record revenues and EBITDA, led transformative acquisitions, and implemented innovative financial processes delivering millions in recurring savings. A hands-on leader with a strategic vision, he empowers teams, enhances operational performance, and aligns strategy with execution. Chris holds a JD from the University of Virginia and an MBA from the University of Pittsburgh, combining legal and financial acumen to navigate complex challenges and deliver lasting value.
Stephen Celona III: Leading with Integrity; You’re Never Wrong if You Do the Right Thing.
After 40+ years of experience in investment banking, institutional sales, and auditing, I’m proud to share my executive biography. My career has been driven by integrity, strong relationships, and strategic growth. From leading high-profile IPOs to mentoring the next generation, I’ve strived to deliver value and impact.
James Kropp: Leveraging Decades of Expertise to Create Sustainable, High-Yield Opportunities in Real Estate and Investments.
I’m excited to share my professional biography, which reflects my journey of over five decades in real estate and financial investments. My passion lies in driving strategic growth, fostering innovation, and creating value for stakeholders.
Heath Hunter: Doing the Right Thing: Leading with Integrity, Financial Expertise, and Strategic Vision.
As a financial executive with over 20 years of experience across treasury operations, budgeting, and strategic planning, I am excited to connect with others who share a commitment to excellence in financial management and operational efficiency. I am currently exploring board roles to bring my insights and expertise to new organizations. Here is my biography.
Mark Voll: Empowering high-growth companies to achieve financial excellence and strategic innovation, while driving value creation and sustainable growth in the global marketplace.
I’m excited to share a bit about my journey as a financial executive with over 30 years of experience leading high-growth, high-technology businesses. Throughout my career, I’ve had the privilege of guiding companies, from start-ups to multi-hundred-million-dollar enterprises, with a focus on the semiconductor and technology sectors. I’ve been fortunate to lead several successful IPOs, mergers, and acquisitions, creating significant returns for investors. My expertise spans across international tax structures, ERP implementations, and strategic financial management, which has allowed me to navigate both domestic and global markets. Currently, I’m proud to serve on the Board of Trustees at Providence College, and I’m always looking forward to new opportunities to help drive financial excellence and innovation in the tech world. Feel free to connect if you’d like to discuss how I can bring value to your organization!
Andrew Glaze: Chief Investment Officer and Financial Strategist
Andrew Glaze is a seasoned financial executive with a distinguished career in investment management and strategic advisory roles. Currently serving as the Chief Investment Officer at Equitable Capital, he leverages his extensive expertise in financial analysis and asset management to navigate the complexities of the investment landscape, driving sustainable growth and optimizing portfolio performance. Andrew holds a Bachelor of Science in Computer Science from the United States Military Academy at West Point and an MBA in Asset Management from Columbia Business School, equipping him with a strong foundation in both technical and strategic aspects of finance.
In addition to his professional accomplishments, Andrew is committed to community engagement and leadership development. He has served on various boards, including as a member of the Board of Directors at National CineMedia and MEDIACO, where he focuses on strategic planning, diversity and inclusion, and capital markets. His dedication to fostering educational opportunities is evident through his advisory role with Success Academy Charter Schools, and as a New York Board Member for The Mission Continues, he actively supports veterans in transitioning to civilian life.
Renowned for his character and integrity, Andrew builds strong relationships grounded in trust and collaboration. His exceptional communication skills enable him to articulate complex financial concepts clearly, fostering a culture of transparency and informed decision-making. Through his work, Andrew Glaze continues to make a significant impact in the financial sector and the communities he serves, embodying a commitment to excellence and service.
Greg Barnes – Strategic Financial Executive and Former President/CFO & Big Four Audit Managing Partner
Greg Barnes, a seasoned financial executive with over 30 years of experience, has held pivotal leadership roles, including President, CFO, and Managing Audit Partner at KPMG LLP. Known for his expertise in corporate governance, IPOs, M&A transactions, and operational restructuring, Greg has successfully guided companies through complex financial landscapes. His strategic leadership has driven business growth, secured multi-million dollar client engagements, and fostered high-performing teams. With a strong presence in boardrooms and academia, Greg remains a trusted advisor and mentor, offering valuable insights to organizations across various industries.