Tag: financial strategy

Erica Thompson

After 19 years of growing businesses, leading sales strategy, and building financial and operational systems, I’ve seen how powerful it is when teams align around shared goals. I’m passionate about helping companies grow smarter, not just bigger—and I’m excited to continue this journey through new board opportunities. Here is my biography.

Jules J. Brayman, CPA/ABV/CFF, CFE, CVA, CGMA: Trusted Financial Expert, Court-Appointed Forensic Accountant, and Strategic Advisor to Businesses and Legal Professionals

Jules J. Brayman, CPA/ABV/CFF, CFE, CVA, CGMA, is a highly respected financial expert with over four decades of experience in public accounting, forensic analysis, and litigation support. As a retired partner of a leading New England CPA firm, Jules has built a legacy on integrity, precision, and service—frequently appointed by courts and trusted institutions for his deep financial insight. His nationally recognized expertise in business valuation, fraud examination, and complex financial disputes has made him a sought-after advisor, speaker, and author. With a career defined by strategic thinking and clear communication, Jules now seeks to bring his unmatched experience to board service, where he can continue making a meaningful impact.

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.

Douglas J. Petersen: Driving Excellence in Financial Leadership and Community Engagement

After more than three decades of leadership in financial services and board governance, I’ve had the privilege of working with incredible teams, organizations, and communities. My passion for strategy, purpose-driven leadership, and community engagement has never been stronger. I’m excited to continue advising and contributing where I can make a meaningful impact — here is my biography.

Ross Bundy: Commercialization Strategy & Deep Tech Innovation

Ross Bundy is a pioneering biotechnology leader driving innovation in biosensor technology and genome editing optimization. As the CEO of CRISPR QC and co-founder of Cardea Bio Inc., he has been instrumental in developing platforms that enable real-time biological insights through the "Internet of Biology." With expertise in business development, financial strategy, and operational management, Bundy has successfully scaled multiple companies and forged key industry partnerships. His visionary leadership and strategic execution continue to shape the future of biotechnology, advancing diagnostics, therapeutics, and bioinformatics with cutting-edge solutions.

Tim Schultz: Visionary Banking Executive Driving Portfolio Excellence and Strategic Growth Across Financial Services

Tim Schultz is a seasoned banking executive with a distinguished career spanning over 25 years in commercial and small business lending, credit risk, and portfolio management. Known for his strategic leadership and operational excellence, Tim has led large, diverse teams and implemented innovative credit processes that have been adopted across national banking platforms. His tenure at PNC (formerly BBVA) and Compass Bank showcases a consistent track record of enhancing efficiency, reducing risk, and driving strong portfolio performance. With deep expertise across financial services and a collaborative, ethical leadership style, Tim continues to be a trusted force in the banking industry.

Susan M. Carlson: Transforming Institutions with Purpose, Precision and People-Centered Leadership

I’m excited to share my journey as the President and Owner of Right Side Up Solutions, LLC! With over 30 years of experience as a Certified Public Accountant, my mission is to help businesses and individuals overcome tax challenges and create financial stability. At Right Side Up Solutions, I specialize in tax resolution and financial strategy, making complex IRS issues manageable so my clients can focus on growing their businesses. I truly believe that "We Work Together to Create Miracles," and it’s been incredibly rewarding to help clients significantly reduce their tax liabilities and reclaim peace of mind. Let’s connect and explore how we can achieve your financial goals together!

Keith Arnell: Strategic Virtual CFO Delivering Clarity, Control, and Confidence in Financial Operations

Keith Arnell is a trusted Virtual CFO and Founder of Pavilion Advisors, where he delivers outsourced accounting and financial leadership to businesses across the U.S. With over 15 years of experience, he specializes in helping companies—from start-ups to those scaling past $30M in revenue—gain financial clarity through expert budgeting, forecasting, cash flow management, and real-time reporting. Known for his integrity and client-first approach, Keith empowers business leaders to make confident, data-driven decisions while freeing them to focus on growth. His extensive background in fund accounting, real estate finance, and financial operations makes him a strategic partner for businesses ready to elevate their financial infrastructure.

Mark Charles

After decades of leading in capital markets, structured finance, and investment strategy, I’m excited to share my executive biography. I’ve led syndications totaling over $12B, contributed to board governance initiatives, and remain passionate about mentorship and long-term value creation. If you're looking to collaborate, advise, or connect, here is my biography.

The Role of a Fractional CFO in Driving Business Growth

As small and medium-sized businesses evolve, they often face complex financial challenges that can hinder growth—ranging from managing cash flow and scaling operations to preparing for fundraising or strategic expansion. While hiring a full-time CFO might be impractical or premature, a fractional CFO offers an ideal middle ground, delivering seasoned financial leadership on a flexible basis. These professionals bring deep expertise across strategic planning, capital raising, risk management, and financial systems—all at a fraction of the cost. By providing clear, objective guidance and strengthening communication among stakeholders, a fractional CFO helps businesses navigate change, seize opportunities, and build a solid foundation for long-term success.

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.

Kyle P. Brua: Executive Leader, Board Advisor & Visionary

LinkedIn Share Message I'm excited to share my executive biography, which captures my 30+ years of leadership across healthcare, pharmacy benefit management, and finance. My work has always been grounded in mission, strategy, and people, and I look forward to what’s next in board service and executive collaboration.

Manuel Menendez Malpica – Strategic eCommerce & Business Growth Leader

I'm excited to share my executive biography, highlighting my journey across eCommerce, strategy, and private equity. With a passion for business growth, digital transformation, and strategic execution, I am eager to leverage my experience to drive impactful change and leadership at the board level.

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.

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.

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.