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    Tag: financial leadership

    Stephen D. Harrell | Visionary Financial Strategist and Digital Infrastructure Leader

    Stephen D. Harrell is a seasoned financial and operational executive with nearly 40 years of experience in corporate finance, M&A, digital infrastructure, and private equity-backed growth strategies. As senior vice president and chief financial officer at Expedient, he played a pivotal role in scaling the company’s revenue from $75 million to $225 million and increasing EBITDA by over 350%, leading to a successful acquisition by InfraBridge. With a deep background in high-tech industries, including leadership roles at Texas Instruments and Akustica, Stephen has driven strategic transformations, optimized financial structures, and executed high-value exits. His extensive international experience in Japan and Europe, combined with his expertise in cloud computing and data center operations, positions him as a highly valuable board candidate for companies looking to scale, enhance profitability, and navigate complex financial landscapes.

    Joseph S. Tanious, CFA: “Bridging Markets, Strategy, and Leadership for Lasting Impact”

    Excited to share my professional journey, spanning over 25 years in asset management, investment strategy, and financial leadership. My experience in macroeconomic research, portfolio construction, and client advisory has shaped my perspective on markets and investing. Passionate about financial education and sharing insights through public speaking and media engagements. Here is my biography.

    Mandy Warren: Leading Change, Building Trust and Inspiring Followership.

    I’m excited to share my executive biography, detailing my 34-year journey in finance, accounting, and business transformation across the pharmaceutical, clinical research, and healthcare industries. I’m passionate about leading change, building trust, and driving financial excellence. If you’re looking for strategic board leadership in finance and operations, let’s connect!

    David G. Wopschall – Strategic Financial and Operational Leader

    David G. Wopschall is a seasoned financial and operational executive with over 25 years of leadership experience in private equity-backed and public companies. As a transformative CFO, he has led over $1 billion in M&A transactions, driving enterprise value and securing high-multiple exits. With expertise spanning high-tech, electronics, satellite communications, SaaS, and manufacturing, he has successfully restructured global organizations, optimized financial operations, and raised over $300 million in capital. A trusted advisor to CEOs and Boards, Wopschall excels in financial strategy, risk management, and operational efficiency. His ability to drive growth, profitability, and corporate transformation has made him a pivotal leader in navigating complex global markets.

    Cole Bennett: Curiosity Drives Innovation, and Strategic Execution Turns Vision into Reality.

    I am passionate about real estate finance, investment strategy, and capital markets, and I thrive on building relationships that drive growth and innovation. Over the past several years, I’ve had the opportunity to work on high-value real estate transactions, develop sophisticated financial models, and collaborate with global investors across multiple asset classes. As I continue to expand my expertise, I am eager to explore new opportunities, including board service, to contribute to organizations seeking strategic financial leadership.

    John Paul “JP” Cavaliere, ChFC: Strategic Financial Leadership, Fiduciary Integrity and Investment Excellence

    I’m excited to share my executive biography, highlighting my journey in investment management, fiduciary leadership, and financial strategy. With over 20 years of experience in institutional investing, portfolio risk management, and nonprofit board governance, I am committed to helping organizations build sustainable financial futures.

    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.

    Eric Grott: Transformational Financial and Operational Leader

    Eric Grott is a dynamic executive with over 25 years of experience driving financial excellence, operational efficiency, and strategic growth across startups, manufacturing, distribution, and medical device industries. Known for his ability to deliver transformative results, Eric has led multimillion-dollar initiatives, streamlined operations, and embedded data-driven decision-making practices to create scalable success. Currently serving as CFO/COO of Power/mation, Eric has been instrumental in aligning organizational strategies, achieving record growth, and enhancing profitability, all while maintaining a hands-on, collaborative leadership style. His commitment to innovation and value creation makes him a sought-after leader in the business landscape.

    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.

    Patrice Sebastian: Accomplished Financial Expert and Leader in Forensic Accounting and Valuation Services

    Patrice Sebastian, CPA/CFF/PFS, CVA, CFP®, is a highly accomplished financial professional with over 25 years of expertise in forensic accounting, business valuations, and financial planning. As the Chief Compliance Officer and Director of Forensic & Valuation Services at Family Legacy, Inc., Patrice has built a reputation for delivering precise financial insights and innovative solutions to complex financial challenges. With an MBA from Francis Marion University and multiple professional certifications, she combines technical excellence with a steadfast commitment to integrity and client success. Beyond her professional achievements, Patrice is a passionate advocate for community development and social responsibility, dedicating her expertise to causes ranging from education and economic empowerment to arts and culture.

    Scott H. Helms: Empowering Growth and Inspiring Progress

    I’m excited to share my journey and experiences in the banking industry, highlighting over 30 years of work dedicated to growth, community service, and empowering those around me. From leading strategic initiatives to driving community development, here is my biography.

    Jason A. Goudie, C.P.A.: Proven Executive Leader in Financial and Operational Excellence

    I’m pleased to share my professional biography, highlighting my 30+ years in finance and strategic leadership across multiple industries. My experience ranges from gaming and hospitality to education, where I’ve had the opportunity to drive financial efficiency, growth, and sustainability. Here is my biography.

    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.

    Kristie Harris: Visionary Leader Driving Financial Excellence, Operational Transformation, and Strategic Growth

    Kristie Harris is a dynamic and results-driven executive with over two decades of experience in business management and financial leadership. As the President and CEO of The Ellen Group, she brings a wealth of expertise in financial planning, strategic transformation, and operational optimization. Her leadership is characterized by a strong focus on achieving sustainable growth, implementing cost-saving strategies, and driving performance improvements across organizations. With a deep understanding of financial systems, human resources, and compliance, Kristie has a proven track record of enhancing organizational efficiency and effectiveness. She is known for her integrity, strategic foresight, and ability to navigate complex challenges, making her a trusted advisor to executive teams and stakeholders alike.

    The Role of a Fractional CFO in Organizational Growth

    A fractional CFO offers a strategic and cost-effective solution for organizations seeking high-level financial leadership without the commitment of a full-time hire. With expertise in financial planning, cash flow management, and scaling operations, fractional CFOs bring a wealth of experience to optimize financial systems and drive growth. They provide actionable insights, implement robust controls, and align financial goals with strategic objectives, enabling informed decision-making and sustainable expansion. Flexible and resource-efficient, a fractional CFO empowers businesses to navigate financial complexities, seize growth opportunities, and achieve long-term success in a dynamic market environment.

    Ken Kaplan: Commitment to Integrity, Strategic Financial Leadership, and Empowering Businesses to Succeed.

    I'm excited to share my executive biography, detailing over 45 years of experience in financial management, strategic planning, and helping companies grow. From turning around struggling businesses to advising on successful mergers and acquisitions, it's been an incredible journey. Here is my biography.