Tag: financial strategy

Sean M. Mulloy

I'm excited to share my professional biography, which reflects my journey through nearly two decades of strategic finance, operations, and leadership. From transforming startups to scaling growth-stage companies, I’ve been fortunate to work with incredible teams across a variety of industries. I believe in the power of mentorship, the importance of continuous learning, and the impact of clear financial strategy. Here is my biography.

Gregg Glaser: Strategic Integrity in Action

I'm proud to share my professional journey, which has spanned over four decades in finance and executive leadership. From public and private company CFO roles to community service and international business exposure, I’ve remained committed to integrity, strategic growth, and creating meaningful impact. Here is my biography.

David Distler

I'm honored to share a more personal and detailed look at my journey through finance, operations, and leadership. Over the years, I've had the privilege of working with exceptional teams to drive strategic change, support global growth, and build systems that last. Here is my biography.

Michael Martin: Executive Operations and Finance Leader

After more than 35 years leading operations, finance, and transformation efforts in the food, service, and contract management industries, I’ve compiled my professional biography. It reflects not only my journey but also my values, commitments, and the impact I strive to create. Here is my biography.

Joanna Rodriguez | Vice President of Finance | Strategic Financial Executive in CPG & Food Industries | CMA

Joanna Rodriguez is a seasoned finance executive with over two decades of experience driving strategic growth and financial excellence in the consumer packaged goods and food industries. As Vice President of Finance at Miss Jones Baking Co., she leads critical initiatives in budgeting, forecasting, capital strategy, and investor relations. A Certified Management Accountant (CMA) with a proven track record in high-growth environments, Joanna combines financial rigor with operational insight to support companies scaling toward long-term success. She is passionate about using her expertise to mentor emerging leaders and contribute meaningfully through board service.

Strategic Growth Initiatives: Positioning for Market Leadership

Strategic growth initiatives serve as the backbone for companies aspiring to achieve market leadership in a fast-evolving business landscape. By integrating strategic planning, financial foresight, and organizational capacity, businesses can align their operations with long-term goals while remaining agile in the face of change. A solid strategy acts as the intellectual core, financial planning ensures the lifeblood flows efficiently, and organizational capacity provides the structural support needed to execute plans effectively. Tools like the balanced scorecard bridge vision and execution, fostering accountability and cross-functional engagement. Ultimately, a well-rounded, forward-thinking approach to growth empowers organizations to capitalize on opportunities, weather uncertainties, and thrive sustainably.

Laurance R. Roberts: Transformational CEO, Strategic CFO, and Global QSR Leader

Laurance R. "Larry" Roberts is a seasoned executive and former public company CEO and CFO with over four decades of leadership in the quick service restaurant industry. Best known for his transformative leadership at El Pollo Loco and senior roles at Yum! Brands, Larry brings a rare blend of financial expertise, operational excellence, and strategic vision. His track record includes leading a successful IPO, driving turnaround initiatives, and building high-performing teams across global markets. Now focused on board and advisory roles, Larry offers deep insight into scaling businesses, improving profitability, and navigating complex organizational change.

Robert S. Understein: A Legacy of Financial Vision, Real Estate Leadership, and Strategic Impact

I’m excited to share my executive biography, reflecting over 60 years of work in finance, real estate, and nonprofit leadership. From founding a top-tier tax and advisory firm to advising federal initiatives and supporting educational institutions, my journey has always been about creating value and giving back. I look forward to new opportunities to contribute on boards where strategic thinking, operational insight, and mission alignment are key

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.