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    Tag: Financial Expertise

    Parker Laville: Strategic Finance and Investment Banking Leader | Capital Markets Expert | Board Advisory Professional

    Parker Laville is a highly accomplished corporate and investment banking executive with over 37 years of experience in capital markets, structured finance, and lending. Throughout his career, he has successfully led teams, managed multi-billion-dollar portfolios, and provided strategic financial solutions across industries including energy, oil and gas, renewable energy, and corporate finance. Currently serving as managing director at Impact Strategic Funding, Parker specializes in debt financing for lower middle-market companies, leveraging his deep expertise in risk management, financial structuring, and client relationship development. A dedicated leader with international experience, he has worked with top global financial institutions and served on advisory boards, bringing a wealth of knowledge to governance and strategic decision-making. Now transitioning into board service, Parker is committed to using his extensive expertise to guide organizations in achieving financial stability, sustainable growth, and long-term success.

    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.

    Clint Roberts: Facilitating Profitable Growth with Strategic Vision and Operational Expertise.

    I’m excited to share my professional biography, which outlines my 25+ years of experience in finance, operations, and leadership across industries such as SaaS, manufacturing, and technology. From driving operational excellence to facilitating profitable growth, my focus has always been on creating scalable solutions and empowering teams.

    Wendell Shumway: Global Finance Leader and Experienced Board Member

    Wendell Shumway is a seasoned finance executive with over 30 years of experience in leadership, strategic planning, and global operations. Currently serving as Vice President and Segment Controller at Nine Energy Service, Wendell has a proven track record of driving organizational success in the energy sector. Fluent in Spanish and having lived internationally for eight years, he brings a multicultural perspective to his work, complemented by deep expertise in finance, accounting, and operational excellence. Guided by his personal motto, “Seek opportunities to build others in sincere praise,” Wendell is a dedicated leader committed to fostering growth and delivering meaningful impact.

    Holly Grey: Empowering Organizations Through Strategic Growth, Operational Excellence and Transformative Leadership.

    I am excited to share my professional biography, showcasing over 30 years of experience in high technology and strategic financial operations. My journey reflects a commitment to driving growth, operational excellence, and transformation across industries.

    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.

    Stephen J. Lidd, CPA: Visionary Financial Architect and Strategic Advisor

    Stephen J. Lidd, CPA, is a seasoned financial strategist with over 45 years of expertise in personal finance, corporate strategy, and business development. With credentials that include a CPA license, FINRA Series 66 and Series 7 certifications, and an MBA in Finance from the University of Chicago, Stephen has played pivotal roles in driving success for organizations ranging from startups to Fortune 500 companies. His career highlights include leading competitive assessments and M&A strategies at Verizon, managing venture capital investments at Sprint Nextel, and creating tailored financial plans for high-net-worth clients at LPL Financial An international thought leader, Stephen has delivered workshops and presentations while working across markets in Europe, Puerto Rico, and the U.S. Virgin Islands. Guided by his mission of “helping families in personal finance,” Stephen’s forward-thinking approach and commitment to excellence make him an invaluable asset to any organization.

    Rex Sherry: A Senior and Highly Experienced Leader in Financial Services and Investment Banking.

    Rex Sherry is a seasoned financial services executive with over 30 years of experience in investment banking, venture capital, private equity, and corporate governance. Having successfully raised over $130 billion in capital and led more than 80 IPOs, Rex has a proven track record of scaling businesses, structuring complex financial transactions, and positioning companies for public markets. Currently serving as Managing Partner at Klamath Technology Credit Partners, he has sourced over $2 billion in investments for high-growth, pre-IPO companies. A founding board member of the Silicon Valley Directors Exchange, Rex is also a champion of corporate governance and strategic leadership, making him a transformative figure in the industry.

    Paul Killpack: Visionary Financial Strategist Driving Transformational Growth

    Paul Killpack is a meticulous and results-driven financial leader with over 25 years of experience as a Chief Financial Officer, specializing in driving business profitability, streamlining operations, and implementing cost-saving initiatives. Renowned for his expertise in maximizing cash flow, generating insightful financial reports, and fostering organizational growth, Paul has successfully scaled businesses across diverse industries. His hands-on approach and strategic vision have enabled him to lead high-performing teams, secure significant investment partnerships, and optimize financial infrastructures to support rapid expansion. With a proven track record of success in both public and private sectors, Paul remains committed to excellence, innovation, and delivering measurable results.

    Carl Rinaldi: Connecting with smart, driven individuals to achieve shared success; in business and in life.

    As I continue on my journey of supporting and growing businesses through board service, I’m excited to share my professional biography with those looking for insights into my experience and goals. With over 45 years of expertise across Wall Street, hedge funds, and financial consulting, I’m eager to connect with firms who seek strong guidance and growth strategies. Here is my biography.

    Phellipe Santos: Empowering Success Through Strategy, Mentorship and Financial Expertise.

    I’m excited to share my professional journey with you! With over 13 years of experience in financial services, I’ve had the privilege of working with incredible clients and organizations, helping them achieve their goals through strategic planning and mentorship. My journey is rooted in integrity, communication, and a passion for excellence. Here is my biography.

    Elliot McKinney: A Legacy of Leadership and Innovation in Real Estate and Beyond.

    I am thrilled to share my professional biography, which highlights my journey through 30 years of leadership in real estate, healthcare, and operational management. My experiences have shaped my passion for strategic innovation and creating meaningful impacts.

    John Lemmex: Financial Visionary and Global Strategist; Cultivating Growth, Creating Value.

    With over 35 years of global financial leadership experience, I have had the privilege of contributing to the growth and success of leading organizations in the chemical manufacturing industry and beyond. My career has been defined by strategic vision, operational excellence, and a commitment to creating lasting value. Here is my biography.

    Ariana Hakman: Visionary Entrepreneur and Wellness Advocate – “Faith, Family, Business.”

    I’m thrilled to share my journey and the work I’ve been passionate about as an entrepreneur, wellness advocate, and founder of LunaFit. My mission is to empower individuals and communities through the seamless integration of health, fitness, and technology. Here is my biography.

    Thomas A. Nida: Driving Inclusive Growth Through Leadership and Community Development.

    With over five decades of experience in banking, finance, and community development, I’ve had the privilege of leading transformative initiatives that empower communities and drive growth. My focus has always been on fostering equity, innovation, and collaboration to create lasting impact. Here is my biography.

    The Role of Interim CFOs in Healthcare Transformation

    In the ever-evolving healthcare landscape, an Interim CFO can be a pivotal asset, especially during times of transition. With nearly two decades of experience in this role, I’ve seen firsthand how an Interim CFO’s results-driven approach can stabilize operations, foster team unity, and deliver immediate, impactful results. From cost control to revenue cycle optimization, an Interim CFO steps in seamlessly, driving both financial performance and team morale. Beyond financial oversight, these leaders offer mentorship, strengthen organizational capability, and provide much-needed continuity as healthcare organizations navigate prolonged recruitment cycles for permanent roles. For CEOs and boards facing leadership gaps, an Interim CFO provides the strategic advantage needed to keep the organization on track.