Top CFOS in Greater San Diego Area
Monty Bell, SPHR-CA, SHRM-SCP
Director, Human Resources & Risk Management
Greater San Diego Area
Director, Human Resources & Risk Management
President | CEO (Volunteer Position)
Senior Instructor
Corporate Director | CFO/Treasurer (Volunteer Position)
Client Success Manager
President
Vice President of Human Resources & Risk Management
Director, Human Resources & Business Consulting Services
Director Membership, (Volunteer Position)
Search Manager | Operations Manager | Planning Chief, (Volunteer Position)
President | CEO, (Volunteer Position)
CFO | COO
Palomar College
University of California, San Diego
Recommendations: 38
Employee Engagement
Process Improvement
Team Building
Organizational Effectiveness
Social Media
Change Management
Executive Coaching
Talent Management
m****[email protected]
Elvin Lai
Co-Founder and Board of Directors
Greater San Diego Area
Co-Founder and Board of Directors
CEO and Founder
CFO & Co-Founder & Business Development
Principal Partner
CFO and Cofounder
VP, CFO & COO
CEO & President
eCornell University
University of San Diego
Recommendations: 35
e****[email protected]
e*****@enactone.com
Linda DeLay
Executive Assistant to CEO and CFO
Greater San Diego Area
Executive Assistant to CEO and CFO
Executive Assistant to the President
Senior Executive Assistant
Executive Assistant to the CEO and CFO
Executive Assistant to the CEO/President, CFO and SVP of Sales & Marketing
Executive Assistant to the President/CEO, CFO, COO, and EVP of Sales
Executive/Escrow Assistant
Executive Assistant to General Counsel; interim support to President
Executive Assistant to the General Counsel & VP of Op's; Interim Support to the President/Founder
Poway Adult Day School
James Madison High School
Miramar Community College
Recommendations: 31
Team Building
Leadership
Recruiting
Management
Event Planning
Strategic Planning
Training
Customer Service
r****[email protected]
Dawn Christmore, CPA, MS
Consultant
Greater San Diego Area
Consultant
Acting CFO
VP Finance / Controller
Controller
Internal Audit Senior
Accounting Manager
San Diego State University-California State University
San Diego State University-California State University
Recommendations: 16
Finance
Leadership
Team Building
Forecasting
Due Diligence
Budgets
Mergers & Acquisitions
P&L Management
d****[email protected]
Anneke Stender
Executive Vice President
Greater San Diego Area
Executive Vice President
CFO
Vice President of Family CFO
Controller
Accounting Associate
San Diego State University-California State University
Staedtisches Gymnasium Bad Segeberg, Germany
Recommendations: 16
Accounting
Financial Reporting
Financial Analysis
Strategic Financial Planning
QuickBooks
Budgets
Payroll
Forecasting
a****[email protected]
Dr. Sandra Nunn, DM, MBA, BS
Founding Director and Board Member / Director of International Ethics / Advisory Committee Member
Greater San Diego Area
Founding Director and Board Member / Director of International Ethics / Advisory Committee Member
Research Affiliate
CFO / Board Member / National Security Expert / Acting Program Director
Chief Strategic Officer (CSO) / Executive Vice-President of Investor Relations
Goodwill Ambassador / Commissioner
Board Member / Trustee
Managing Partner
President
Director
President
West Coast Campaign Coordinator
Special Agent
Diplomatic Assignment as Lead American Investigator
Diplomatic Assignment as International Investigator/Acting Head of Investigations
Immigration Inspector
Sales Representative
Sales Representative
University of Phoenix
University of Phoenix
California Polytechnic State University-San Luis Obispo
Palomar College
Vista High School
Recommendations: 16
Management Skills
Organizational Skills
Communication Skills
International Business
Program Management
Entrepreneurship
Government
Management Consulting
s****[email protected]
Linde Hotchkiss, ARM, MBA
Managing Partner
Greater San Diego Area
Managing Partner
Regional Finance Officer, Western Region
COO, Senior Vice President of Marsh Private Client Life Insurance Services
CFO, Senior Vice President, Marsh Private Client Life Insurance Services
CFO, Senior Vice President, Private Client Services
Mid-Atlantic Regional Financial Advisor, Senior Vice President of Marsh Commercial
North Area CFO, Senior Vice President, Sedgwick
VP Finance & Administration
Financial Analyst
Simmons College - Simmons School of Management
Insurance Institute of America
University of Michigan
Recommendations: 14
Financial Reporting
Operations Management
Strategy
Performance Metrics
Information Technology
Insurance
Property & Casualty...
Underwriting
l****[email protected]
l****[email protected]
Kathy Rogan
Executive Assistant to CFO
Greater San Diego Area
Executive Assistant to CFO
Portfolio Support Business Development
Portfolio Support Business Development
Commercial Manager
Executive Assistant - V.P & National Sales Team
Executive Assistant to CEO & CFO
Director, Customer Service
Executive Assistant to President & CEO
Orange Coast College
Southern California Institute of Architecture
University of California, Irvine
Recommendations: 14
New Business Development
Business Development
Strategy
Program Management
Management
Leadership
Recruiting
Strategic Planning
k*****@aol.com
Wesley MBA
Senior Business Analyst
Greater San Diego Area
Senior Business Analyst
Consulting CFO
James Madison University
Sacred Heart University
Recommendations: 14
Forecasting
Financial Analysis
Budgets
Accounting
Finance
Strategy
Management
Financial Reporting
w****[email protected]
Daniel Yun
Global Director of Financial Planning & Business Intelligence; IT Finance & Special Projects
Greater San Diego Area
Global Director of Financial Planning & Business Intelligence; IT Finance & Special Projects
Finance Business Director
Sr Director of Finance - International CFO
M&A Finance Leader
Consultant
Director of FP&A
Finance Director
Finance Manager
Project Manager
Search Engine Optimizer
University of California, Berkeley - Walter A. Haas School of Business
University at Buffalo
Recommendations: 14
Strategic Planning
P&L Management
M&A experience
Profitability Improvement
Strategic Financial Planning
Market Assessments
Profitable Growth
Re-organization
d****[email protected]
Mike Keefe
Advisor to CEO and Board of Directors
Greater San Diego Area
Advisor to CEO and Board of Directors
VP Finance and Corporate Controller
CFO
Controller
Consulting CFO
Chief Financial Officer
Chief Financial Officer
Corporate Controller
Corporate Controller
Corporate Controller
California Institute of Technology
Northeastern University
Saint Mary's HS
Recommendations: 13
Financial Analysis
Forecasting
Cash Management
Budgets
Accounting
Process Improvement
Cash Flow Forecasting
Strategic Planning
m****[email protected]
JoAnne Berg
Board Treasurer
Greater San Diego Area
Board Treasurer
Partner and Former Board Member
CFO, COO, Shareholder
Grant making Team Member
Organizational Consultant
Adjunct Faculty
Management Consultant/CPA for Closely Held Businesses
Chief Financial Officer
VP-Finance and Administration-Southern California Division
CPA/Partner
Senior Staff/Audit and Mgmt Consulting
University of Minnesota - Carlson School of Management
Recommendations: 12
Strategic Planning
Workshop Facilitation
Board of Director experience
Non-profits
Fundraising
Public Speaking
Philanthropy
Start-ups
j****[email protected]
Erin Lafferty
CFO
Greater San Diego Area
CFO
Recommendations: 9
Corporate Finance
Forecasting
Organizational Leadership
Revenue Recognition
Financial Reporting
Financial Modeling
Financial Accounting
Due Diligence
Mark Turfler
CFO and Corporate Secretary
Greater San Diego Area
CFO and Corporate Secretary
Acting CFO and Corporate Secretary
Controller
Controller
Sr. Director Finance and Controller
Director Corporate Accounting
Director Financial Reporting
Corporate Controller
Corporate Controller
VP, Controller
Corporate Controller
Director of Finance
VP, Corporate Controller
Director, International Controller
Senior Accountant
Syracuse University
Recommendations: 9
Payroll
SEC filings
Sarbanes-Oxley Act
Active CPA license
Research & generate auditor approved whitepapers
Direct & manage qtr and annual audits with Big 4 auditors
Financial reporting
Pre- and post-IPO implementation of acctg. systems, controls & mgmt reorting
m****[email protected]
Cassandra Bachoua
Senior Accounts Payable Specialist
Greater San Diego Area
Senior Accounts Payable Specialist
Accounts Payable Specialist
Accounting Clerk/ Payroll Clerk/ Assistant to CFO
Grossmont College
Concordia University-Irvine
Recommendations: 9
Sarbanes-Oxley Act
Accounting
Microsoft Excel
Concur
Laserfiche
Microsoft Office
QAD
Sarbanes-Oxley
c****[email protected]
Hakim Mohamed MBA, CMCO
Managing Partner
Greater San Diego Area
Managing Partner
Vice President
Co-Founder and CEO
Co-Founder and CEO
Co-Founder & CEO
Founder & CEO
Administrator & CFO
Administrator
San Diego County Health Services
University of California, San Diego
Almeda College and University
Jaber Ibn Hayane, Casablanca, Morocco
Recommendations: 8
Medicine
Financial Analysis
HIPAA
Accounts Receivable
Account Reconciliation
Clinical Trials
Pharmaceutical Industry
Clinical Research
m****[email protected]
Jon Roche
CFO
Greater San Diego Area
CFO
Principal
Consulting Deputy General Manager Finance Europe
Consulting CFO
Group CFO
Ministry of Higher Education France
Recommendations: 8
Mergers & Acquisitions
IFRS
Auditing
Strategy
C-Level Leadership
Business Transformation
International Reporting
ERP Implementations
j****[email protected]
Marilyn Strategist
PRINCIPAL
Greater San Diego Area
PRINCIPAL
Part Time CFO
Association of Insolvency and Restructuring Advisors
Turnaround Management Association
Baruch College, City University of New York (CUNY)
College for Financial Planning
State University of New York Empire State College
Recommendations: 8
Part Time CFO
Debt Settlement
Debt Restructuring
Turn Around Services
Restructuring
Business Strategy
Strategic Planning
Strategic Financial Planning
m****[email protected]
Steve Barrington
CFO - Advisor, Mentor and Consultant
Greater San Diego Area
CFO - Advisor, Mentor and Consultant
Vice President of Finance, CFO
Sr. Director Finance - Business Process Strategy and Governance
Director Finance - Financial Operations
Director of Finance
Director of Financial Planning and Analysis
MBA - Golden Gate University
California State University-Chico
Recommendations: 8
Change Management
Continuous Improvement
Process Optimization
Process Improvement
Six Sigma
Process Engineering
Financial Analysis
Strategic Planning
Jeff Slovak
CFO
Greater San Diego Area
CFO
Company Name
SKLZ
Company Name
ACCO Brands, Inc.
Staff Auditor - Audit Manager - Internal Audit
Senior Auditor
Northwestern University - Kellogg School of Management
Miami University
Recommendations: 7
Forecasting
Strategic Planning
Leadership
Business Strategy
Management
Accounting
Cross-functional Team Leadership
Product Development
j****[email protected]
Brandon Kress
CFO / Partner
Greater San Diego Area
CFO / Partner
Chief Financial Officer
Managing Principal
Chief Financial Officer
SOX Project Manager
Experienced Senior Associate
University of San Diego
Recommendations: 7
Financing
Interim CFO
Accounting
Bookkeeping
Outsourced CFO
b****[email protected]
Paul Byrne
Chief Administrative Officer and CFO
Greater San Diego Area
Chief Administrative Officer and CFO
Vice President & Chief Financial Officer
Founder and President
Director of Finance
Corporate Controller
Controller & Treasurerer
Chief Financial Officer
Manufacturing Group Controller
Controller
University of San Diego
San Diego State University-California State University
Recommendations: 7
Start-ups
Strategy
Mergers & Acquisitions
Cloud Computing
IT Management
Strategic Partnerships
Mergers
Strategic Planning
p****[email protected]
Lee Wilcox
Chief Financial Officer
Greater San Diego Area
Chief Financial Officer
Chief Executive Officer & CFO
Chief Financial Officer
Chief Financial Officer
General Manager
Acting President & CFO
Division Controller
President & Chief Financial Officer
Graduate School of Business, University of San Diego
San Diego State University
Recommendations: 7
Right Hand to CEO
SaaS
P&L Management
Cloud Computing
Financial Management
Strategic Partnerships
Corporate Finance
Private Equity
l****[email protected]
Barbara Leuin
CEO
Greater San Diego Area
CEO
CFO
Start-up Business Consultant
Promoter
Faculty
The University of New Mexico
University of Arizona
Recommendations: 7
Entrepreneurship
Business Planning
Strategy
Start-ups
Small Business
Strategic Planning
Leadership
Real Estate
Reza (Ray) Bardia Fadavi
CEO and Founder
Greater San Diego Area
CEO and Founder
Corporate Accountant
CFO
Independent Accountant
Financial Advisor
Financial Manager
Azad University
San Diego Mesa College
Recommendations: 6
Quickbooks
B2B eCommerce
Business Development
Entrepreneur
Accounting
Tax
Financial Statements
Corporate Finance
r****[email protected]
Robyn (Nielsen) Saia
CEO and President
Greater San Diego Area
CEO and President
CFO / Director of HR
Senior Manager of Human Resources
Project Manager / HR Consultant
Senior Contract Recruiter
Senior Recruiter
Senior Account Manager/Recruiter - F&A Search
Senior Auditor
Texas Tech University
ELDORADO
UCSD
Recommendations: 6
Applicant Tracking Systems
Talent Acquisition
Technical Recruiting
Sourcing
College Recruiting
Recruiting
Onboarding
Personnel Management
r****[email protected]
Larry Cambra, MBA
Board Member
Greater San Diego Area
Board Member
Commercial Real Estate Broker
Board Member - CFO
Commercial Real Estate Broker
Director of Sales
Financial Analyst
Auditor
Team Member
University of San Diego
San Diego State University-California State University
University of California, Santa Barbara
Foothill High School
Recommendations: 6
Lease Negotiations
Financial Analysis
Corporate Services
Disposition
Commercial Real Estate
Acquisitions
Lease Audit
Financial Modeling
l****[email protected]
l****[email protected]
Rudy CGMA
Chief Executive Officer
Greater San Diego Area
Chief Executive Officer
Chief Operations Officer and CFO
Chief Financial Officer and Interim COO
Corporate Controller
Consultant - ERP Finance Manager / Interim Controller KPSS
Consultant - Interim US Financial Controller
La Sorbonne University
University of Southern California
Recommendations: 5
Financial Reporting
Accounting
Financial Analysis
Financial Modeling
Due Diligence
Budgets
Hyperion Enterprise
Finance
r****[email protected]
Stefan MBA
Chief Financial Officer
Greater San Diego Area
Chief Financial Officer
CFO
Chief Financial Officer
Treasurer, Director Corporate Development
President
Treasurer, VP Finance, Consultant
Chief Financial Officer
Investment Officer
UCLA Anderson School of Management
University of Denver - Daniels College of Business
Recommendations: 5
Mergers
Start-ups
Strategic Partnerships
Accounting
Business Planning
Business Strategy
Change Management
Competitive Analysis
s****[email protected]
Michael Brower
Co-Founder
Greater San Diego Area
Co-Founder
Chief Financial Officer
Director and Acting CFO
Managing Director
Board Member and Treasurer
Director and Acting Chief Financial Officer
University of San Diego
California State University, Chico
Recommendations: 5
Public Speaking
Start-ups
Marketing
Finance
Sales
Strategy
Leadership
Strategic Planning
b****[email protected]
Charla MBA
VP Finance Planning & Analysis / Chief Financial Officer (CFO)
Greater San Diego Area
VP Finance Planning & Analysis / Chief Financial Officer (CFO)
Acting CFO
Strategic Partnership Advisor
Corporate Financial Advisor (FP&A)
Acting CFO
Corporate Financial Advisor (FP&A)
Co-Founder & Treasurer
Chief Financial Officer
Controller
Regional Financial Controller
Revenue & Sponsorship Accountant
Account Manager
University of Phoenix
Recommendations: 5
Mergers & Acquisitions
Due Diligence
Strategic Planning
Budgets
Start-ups
Accounting
Finance
Financial Analysis
c****[email protected]
c****[email protected]
Ruben D. Recio
Sales Manager - West Coast USA - Global Employment Outsourcing Division
Greater San Diego Area
Sales Manager - West Coast USA - Global Employment Outsourcing Division
Senior Vice President
Contract Consultant
Key Corporate Accounts Manager
Owner / President & Business Development Executive
Vice President and CFO
Senior VP Administration & CFO
University of Southern California
Recommendations: 5
Customer Relations
Budgeting
New Business Development
Financial Reporting
Administration
Financial Management
Strategic Planning
Mergers
r****[email protected]
Jodi Ryan
CFO
Greater San Diego Area
CFO
Assistant Controller
Accountant
Owner
QuickBooks Certified Advanced ProAdvisor
Sage 100 ERP (formerly MAS 90/200) Certified Consultant
California State University-Long Beach
Saddleback Community College
Recommendations: 5
Software Installation
Software Implementation
Software Training
Hands-on Training
QuickBooks
Small Business
Accounting
Payroll
j*****@advantedgeonline.com
Mark S. Tanner
Chief Operating Officer
Greater San Diego Area
Chief Operating Officer
Interim Chief Financial Officer
Principal
CFO and Senior VP, Finance and Administration
CFO and Senior VP, Finance, Administration, Marketing
VP and CFO, Asia, Middle East and Africa (AMEA) Group, Pepsi-Cola International
VP, Strategic Planning and Finance, North America
VP, Strategic Planning and Analysis, Pizza Hut, Inc.
CFO and Senior VP
Director, Business Development, UTC
UCLA Anderson School of Management
Stanford University
Recommendations: 5
Strategic Planning
P&L Responsibility
Operations Management
Global Sales
Marketing
Supply Chain Management
Investor Relations
M&A experience
m****[email protected]
Susie Harborth
Founder
Greater San Diego Area
Founder
CFO & Administrative Partner
Chief Financial Officer
Co-Founder, San Diego & Los Angeles
Strategic Advisor
Chief Operating Officer
Co-Founder, General Partner and CFO
Co-Founder
VP, Business Operations
Co-Founder & Investor
Executive Vice President, Business Operations
Consultant (Interim VP Business Operations)
Harvard University
CSU Long Beach
PHHS
Recommendations: 5
Venture Capital
Investor Relations
Entrepreneurship
Investment Banking
Consulting
Portfolio Management
Start-ups
SaaS
Mahnaz Ebrahimi, CPA, CEP, CCM
SEC Reporting Consultant
Greater San Diego Area
SEC Reporting Consultant
Financial/SEC Consultant
Director of Accounting Consultant
Finance/SEC Consultant
Director, FP&A and Treasury
Director, FP&A and Treasury
Consolidation Consultant
Financial Consultant
Director of Finance
Consultant
CFO
Director of Finance
Director of Treasury
Finance Manager
National University
Recommendations: 4
Sarbanes-Oxley Act
Financial Analysis
Mergers & Acquisitions
Finance
Accounting
Management
Internal Controls
Analysis
m****[email protected]
Stephen Hosmer
Adjunct Professor
Greater San Diego Area
Adjunct Professor
Co-President, Co-CEO, and CFO
President, CFO
President
Pepperdine University, The George L. Graziadio School of Business and Management
Oral Roberts University
Recommendations: 4
Mergers
Divestitures
Mergers & Acquisitions
Negotiation
Strategic Planning
Due Diligence
Leadership
SEC filings
h****[email protected]
Louis Albatro
Interim CFO
Greater San Diego Area
Interim CFO
Chief Financial Officer
Financial Controller
CFO
Division CFO
CFO Asia & Pacific
Independent Consultant
Finance and Human Ressource Manager
HEC Paris
Institut Supérieur de Gestion
French lycee Charles de gaulle
Recommendations: 4
Finance
Financial Reporting
Management
Business Strategy
Contract Negotiation
Change Management
Financial Analysis
Human Resources
l****[email protected]
l****[email protected]
Jim Mettee
Portfolio Manager
Greater San Diego Area
Portfolio Manager
V P Real Estate and Development
VP Real Estate and Development
V P Real Estate and Development
VP Planning and Developmemt
SVP Store Operations and Merchandising
CFO
Corporate VP of Planning and Development
University of Southern California
University of Southern California - Marshall School of Business
University of Southern California
Recommendations: 4
j****[email protected]
Greg Kahn
Chief Financial Officer
Greater San Diego Area
Chief Financial Officer
Certified Core Adjunct Professor
Volunteer
Financial Consultant
Financial Planning & Analysis
Adjunct Professor
CFO
Adjunct Professor
Entrepreneur In Residence
Partner
CFO/COO
Director of International Finance
COO
Corporate Controller
Area Financial Manager
Western Region Operations Control Manager
University of Pennsylvania - The Wharton School
University of California, Los Angeles
Recommendations: 4
Mergers
Strategic Planning
Financial Reporting
Financial Management
International Business
Manufacturing
Spanish
Accounting
g****[email protected]
Frank Stonebanks
Partner & CFO
Greater San Diego Area
Partner & CFO
Venture Partner
Co-Founder and Managing General Partner
Founder and Managing Partner
Founder, General Partner, President & CEO, Board Member
Chief Commercial Officer
CEO, President, Board Member
Senior Advisor, Healthcare & Lifesciences
Co-founder, President and CEO, Board Member
Vice President JJDC
Executive Director, Global Strategic Marketing
Director, Licensing & Acquisitions
Global Product Manager
Product Manager
Sales Representative
Saint Joseph's University - Erivan K. Haub School of Business
Dartmouth University
University of Victoria
Recommendations: 4
Oncology
Lifesciences
Mergers & Acquisitions
Cross-functional Team Leadership
Biotechnology
Commercialization
Strategy
Leadership
f****[email protected]
Kristy Facchini
Consulting CFO
Greater San Diego Area
Consulting CFO
SVP, Finance
Director
Director, Western Division
Manager, Accounting & Control
Vice President of Finance/Controller
Divisional Chief Financial Officer
Experience Staff Accountant
The University of Texas at Austin - Red McCombs School of Business
Recommendations: 4
Accounting
Management
Program Management
Leadership
Forecasting
Financial Reporting
Start-ups
Mergers & Acquisitions
k****[email protected]
Jeff A Coon [LION]
CFO
Greater San Diego Area
CFO
Financial Controller
CFO
Financial Director
CFO/Co-Founder
Controller
Plant Controller
Senior Auditor
Staff Accountant
Michigan State University
Andrews University
Recommendations: 4
Auditing
Due Diligence
Business Process Improvement
Project Management
Integration
Managerial Finance
Accounting
Financial Reporting
j****[email protected]
Arianne Bettazzi
CFO & Human Resources
Greater San Diego Area
CFO & Human Resources
Mortgage Broker
Vice President of Programs / Volunteer
Volunteer
Volunteer
San Diego State University
Recommendations: 3
Marketing
Fundraising
Financial Analysis
Non-profits
Mortgage Lending
Training
Nonprofits
Program Management
a****[email protected]
Tim Gackstetter
Founder, President and CFO
Greater San Diego Area
Founder, President and CFO
Retired
Southwest Region Board Member
VP, Operations Engineering
Director, Program Management
Assoc Dir, Program Management
Partner, VP and CFO
R&D Manager
Manager
National University
Iowa State University
Recommendations: 3
Product Development
Manufacturing
Software Development
Telecommunications
Embedded Systems
Mobile Devices
Engineering
Debugging
t*****@san.rr.com
Ken Dopher
SVP Finance & CFO
Greater San Diego Area
SVP Finance & CFO
CFO
Director of Finance and Operations
Indiana State University - School of Business
Indiana University - Kelley School of Business
Recommendations: 3
Online Gaming
Social Games
Video Games
Mergers
Sarbanes-Oxley Act
Forecasting
Financial Reporting
Accounting
k****[email protected]
j****[email protected]
Victor Gonzalez
VP of Managed Care and CEO of HMO
Greater San Diego Area
VP of Managed Care and CEO of HMO
CFO
COO VP of Operations American International Healthcare Europe Managed Care
CEO
VP CFO, COO, CEO, Director
CFO Director of Finance Western Division
Europe COO
FOUNDATION HEALTH CORPORATION CFO and Sr. VP of Finance Government Division
Audit Manager, CFO
BILLING & REVENUE MANAGEMENT CONSULTANT
BILLING & REVENUE MANAGEMENT CHIEF
University of Missouri-Kansas City
Florida Atlantic University
Recommendations: 3
Leadership
Start-ups
Strategic Planning
Healthcare
Training
Management
Finance
Budgets
p****[email protected]
Kyle Bollman
Chairman, CEO & President
Greater San Diego Area
Chairman, CEO & President
Principal & CFO
President
University of Miami - School of Business
Tulane University
Junction City High School
Recommendations: 3
Fixed Annuities
Strategic Financial Planning
Operations Management
Mergers
Structured Settlements
Executive Management
Finance
Insurance
k*****@structures.com
Jennifer (Giglio) Shafiro, CSM
Project Manager - National Markets
Greater San Diego Area
Project Manager - National Markets
Associate Product Manager - Enhancements
Product Manager - Advertising & New Channel Rollouts
Associate Product Manager/ Ad Coordinator
Executive Assistant to COO/ President
Executive Assistant to SVP & C+ Level Executives (contract)
Executive Assistant to President / Office Manager/ Copywriter
Ad & Sales Coordinator
Executive Assistant to Managing Partner & CFO
Director of Operations
Director of Financial Services
Account Manager
New School University
University of Tennessee-Knoxville
Coronado High School
Recommendations: 3
Social Media
Advertising
Management
Product Management
Photoshop
Research
Adobe Creative Suite
Strategic Planning
j****[email protected]
j****[email protected]
Bill McRea
San Diego Local Market Consulting
Greater San Diego Area
San Diego Local Market Consulting
CEO
Interim Chief Executive Officer
Owner
CFO
Owner
CEO
University of California, Davis
Recommendations: 3
Web Marketing
Marketing
Business Development
Finance
SEO
Online Advertising
Social Media Marketing
Online Marketing
w*****@mcreasite.com
Asa Curran
CFO, Broker Associate
Greater San Diego Area
CFO, Broker Associate
Realtor
Intern
Azusa Pacific University
Recommendations: 3
Real Estate
Short Sales
REO
First Time Home Buyers
Investment Properties
Investors
Sellers
Foreclosures
a*****@brushrealty.com
Rich Gomberg
CFO Consultant
Greater San Diego Area
CFO Consultant
CFO
Vice President, CFO
Director, Corporate Services
Vice President, CFO
Vice President, CFO
Manager, Finance
Manager, Accounting and Accounting Systems
Senior Auditor
University of Illinois at Urbana-Champaign
Lake Zurich High School
Recommendations: 3
Auditing
Accounting
Start-ups
Strategy
Internal Controls
Tax
Budgets
Mergers & Acquisitions
r****[email protected]
r****[email protected]
Naveed Hakim
Chief Financial Officer
Greater San Diego Area
Chief Financial Officer
Vice President, Global FP&A and Corporate Finance
Division CFO
Board Of Directors
Vice President, Finance
Board Of Directors
UCLA Anderson School of Management
University of Southern California - Marshall School of Business
University of Southern California
Recommendations: 2
Corporate Finance
Strategic Planning
Financial Accounting
Business Process Improvement
M&A experience
Managerial Finance
Management
Strategic Financial Planning
n****[email protected]
n****[email protected]
Claire Long
Corporate Controller and Director of Finance
Greater San Diego Area
Corporate Controller and Director of Finance
Director of Finance
Executive Vice President and Chief Financial Officer
Executive Director of Finance
Chief Financial Officer
Chief Financial Officer
CFO
Managing Member
CFO / COO
Controller
University of Hartford
Recommendations: 2
Finance
Change Management
Business Process Improvement
Forecasting
SEC filings
Analytics
Strategic Planning
Financial Reporting
c****[email protected]
Tom Broadhead
Investor & Former Board Member & CFO
Greater San Diego Area
Investor & Former Board Member & CFO
Advisor & Acting CFO
Co-Founder & COO
Co-Founder & Investor
Managing Partner and Co-Founder
CFO
CFO
Senior Vice President & Chief Financial Officer
General Partner
CFO
San Diego State University
Recommendations: 2
Mergers
Start-ups
Investor Relations
Product Development
Financial Modeling
Entrepreneurship
SEO
SEM
h****[email protected]
Kevin Sun
Staff Accountant
Greater San Diego Area
Staff Accountant
Interim CFO
Senior Manager, Financial Reporting and Analysis
Senior Director of Finance
Vice President, Corporate Controller and Treasury
Vice President, Finance
Manager, SEC Reporting and Compliance (most recent position)
Staff Accountant
Director of Finance
Financial Analyst
Senior Manager, Financial Planning and Analysis
Chief Financial Officer, Treasurer, Secretary
Indiana University - Kelley School of Business
The Wharton School
Indiana University - Kelley School of Business
Recommendations: 2
Forecasting
Accounting
Process Improvement
Financial Reporting
Sarbanes-Oxley Act
Analysis
Budgets
Internal Controls
k****[email protected]
Tiffany Fine
Air Traffic Controller
Greater San Diego Area
Air Traffic Controller
Account Specialist- Avionics and Unmanned Systems Group
FA900EXEasy Cockpit Training
CFO & Office Manager
Mt. San Antonio College
Embry-Riddle Aeronautical University
Recommendations: 2
Aviation
Airports
Aerospace
Commercial Pilot
Flight Operations
Aircraft
Airlines
Human Factors
t****[email protected]
Anthony Turnbull
Accounting Consultant
Greater San Diego Area
Accounting Consultant
CFO
CFO
President/CEO
Chief Financial Officer
CHIEF FINANCIAL OFFICER 2007
CFO
CFO
Director
CFO
CFO
CFO
CFO
CHIEF FINANCIAL OFFICER
Chief Financial Officer
CFO
CFO
President Booster Club
VICE PRESIDENT FINANCE
Consultant
CFO
CFO
Accountant
CHIEF FINANCIAL OFFICER
CHIEF FINANCIAL OFFICER
CFO
CONTROLLER/VICE PRESIDENT FINANCE
includes Financial Controller
University of Sydney
St. Clement Danes Grammar School
Southfields, Chiswick, London
Australian Society of Accountants
Chartered Institute of Bankers
New York. Fellow of the Institute of Financial Accountants
Recommendations: 2
Accounting
Budgets
Financial Analysis
SEC filings
Mergers
Business Planning
Managerial Finance
Corporate Finance
t****[email protected]
Daniel Bylund
Chief Financial Officer
Greater San Diego Area
Chief Financial Officer
Interim Chief Financial Officer
Vice President, Finance & CFO
Jacksonville University
Recommendations: 2
Mergers
Financial Modeling
Accounting
Mergers & Acquisitions
Strategic Financial Planning
Start-ups
Banking
Auditing
d****[email protected]
Fergus O'Connell
CFO
Greater San Diego Area
CFO
UK Group Financial Controller
Group Financial Controller
Financial Controller, Projects & Financial Planning
Programme Manager, Track Renewals, London North East
Financial Controller, Track Renewals
Financial Controller, WCRM
Ashridge Business School
Association of Chartered Certified Accountants
University of Limerick
Recommendations: 2
Infrastructure
Construction
Project Accounting
Statutory Accounting
Commercial Management
Managerial Finance
Project Finance
Cost Management
f****[email protected]
Grant Miller, MBA/CFO
Chief Financial & Operating Officer
Greater San Diego Area
Chief Financial & Operating Officer
Board of Directors
Chief Financial & Operating Officer
Chief Financial Officer
Chief Financial & Operating Officer
North America General Manager & Controller
CFO and Acting COO
CFO & Sr. VP Operations, Business Management Services
International CFO
International Director of Development; SPAIN
Regional Vice President Finance
Corporate Acquisitions Analyst
Manager, Finance & MIS
Financial Analyst
University of San Diego
Recommendations: 2
Mergers
Restructuring
Strategic Financial...
Due Diligence
Corporate Development
Sarbanes-Oxley Act
Turn Around Management
Finance
g****[email protected]
John Dillen
CFO
Greater San Diego Area
CFO
Chief Financial Officer
Executive Consultant
CFO/CEO
Chief Financial Officer / Secretary / Treasurer
Financial Management
Georgetown University
Loyola HIgh School
Recommendations: 2
Leadership
Strategic Planning
Real Estate
Investments
Entrepreneurship
Small Business
Negotiation
New Business Development
j*****@byreferralonly.com
Bill Kachioff
Interim CFO
Greater San Diego Area
Interim CFO
Chief Financial Officer
Chief Financial Officer
Consulting Chief Financial Officer
Consultant/Interim/Fractional CFO
Consulting Chief Financial Officer
Consulting Chief Financial Officer
Senior VP and Chief Financial Officer
Interim Chief Financial Officer
Interim CFO
State University of New York at Buffalo - School of Management
Brighton High School
Recommendations: 2
Biotechnology
Medical Devices
Life Sciences
Healthcare
Financial Management
Financial Systems Implementation
Change Leadership
Venture Capital
b****[email protected]
Jeff Anderman
Administrative Vice Chair, Department of Pathology
Greater San Diego Area
Administrative Vice Chair, Department of Pathology
Vice President, Finance
Sr Director, Finance
CFO
President
CFO, Interim CEO
CFO
Manager, Finance
UCLA Anderson School of Management
University of California, San Diego
University of California, San Diego
Recommendations: 1
Financial Modeling
Financial Planning
Capacity Planning
Mergers
Medical Devices
Capital Structure
Decision Sciences
Project Finance
j****[email protected]
Dan Monahan
Senior Director, Global Strategic Pricing
Greater San Diego Area
Senior Director, Global Strategic Pricing
Director, Global Strategic Pricing
Regional Marketing
Chief of Staff, Commercial Operations
Sales & Operations Planning
Business Development, Genomic Medicine
CFO
Chairman
Summer Intern - Corporate Finance
Commodity Specialist
Sourcing Manager
Commodity Manager
Project Engineer
Data Coordinator
Harvard Business School
Illinois Institute of Technology
Illinois Institute of Technology
Malverne High School
Recommendations: 1
Corporate Finance
Project Finance
Operations Management
Engineering
Biotechnology
Healthcare
Corporate Development
Product Development
d****[email protected]
Michael Caponetto
Founding Board Member and Chairman
Greater San Diego Area
Founding Board Member and Chairman
Chief Financial Officer
CFO and Director of Mergers & Acquisitions
Senior Principal
Board Member and Representative as Co-Manager of West Health Investment Fund
Advisor & Advisory Board Member
Chief Operating Officer
Managing Director
CFO / COO and Co-Manager
CFO, SVP and Director of Mergers & Acquisitions
The University of Chicago Booth School of Business
University of Redlands
Recommendations: 1
Private Equity
Venture Capital
Corporate Finance
Investment Banking
Start-ups
Mergers
Corporate Development
Valuation
m****[email protected]
Kendra Berger
Principal
Greater San Diego Area
Principal
CFO and Corporate Secretary
Executive Director of Finance and Controller
VP Finance
CFO
Regional Controller
Audit Manager
Ohio University
Recommendations: 1
Sarbanes-Oxley Act
IPO
SEC filings
Mergers
Investor Relations
GAAP
Financial Analysis
Revenue Recognition
k****[email protected]
Brian Miliate
General Manager
Greater San Diego Area
General Manager
VP, Operations
Controller
CFO
San Diego State University-California State University
Recommendations: 1
Construction
Construction Management
Change Orders
Contractors
Budgets
Project Bidding
Solar Energy
Contract Negotiation
b****[email protected]
Dennis Klahn
Controller
Greater San Diego Area
Controller
Manager, General Accounting
Senior Vice President Controller and Adminstration
SVP, US Controller
Controller and CFO
Group Controller
Chief Financial Officer
Accountant
Controller
Auditor
St. Ambrose University
Recommendations: 1
Investor Relations
SEC filings
Revenue Recognition
Sarbanes-Oxley Act
Financial Reporting
Accounting
Strategic Planning
SOP 97-2
d****[email protected]
Eric Logan
Chief Operating Officer
Greater San Diego Area
Chief Operating Officer
Chief Financial Officer
CFO
VP Finance
Board Member
Recommendations: 1
Sarbanes-Oxley
Financial Audits
Mergers
Finance
Profit
Program Management
Business Modeling
Financial Analysis
e****[email protected]
Shawn Swaney
CFO
Greater San Diego Area
CFO
VP Finance
Chief Financial Officer
VP Accounting and Controller
Internal Audit Manager
VP, Controller
VP Finance and Controller
Audit Manager
Assistant Director of Financial Reporting and Compliance
Recommendations: 1
Revenue Recognition
Molecular Biology
Venture Capital
Biotechnology
Mergers & Acquisitions
Auditing
Finance
Mergers
s****[email protected]
s****[email protected]
Claudia Berumen
Commodity Analyst
Greater San Diego Area
Commodity Analyst
Business Development Consultant
CFO
San Diego State University-California State University
Recommendations: 1
Account Management
Commodity Markets
Commodity
Risk Management
Analysis
c****[email protected]
Tom Compogiannis
CFO
Greater San Diego Area
CFO
CFO
CFO
CFO
Senior Manager
San Diego State University
Recommendations: 1
Business Development
Competitive Analysis
Strategic Planning
Lead Generation
Change Management
Mergers
Mergers & Acquisitions
Market Research
t****[email protected]
Jonathan D. Shapiro, CFA, CPA
Board Member
Greater San Diego Area
Board Member
Fund Manager
Board Member, Treasurer
Co-Founder, President & CFO
Advisory Board Member - New York
CFO, Board Member
Board Member and Treasurer
Partner
Columbia University - Columbia Business School
London Business School
Pace University - Lubin School of Business
Rutgers University-New Brunswick
Bridgewater Raritan High School
Recommendations: 1
Mergers & Acquisitions
Due Diligence
Private Equity
Valuation
Strategy
Investments
Business Strategy
Finance
j****[email protected]
Bob Krier
CFO
Greater San Diego Area
CFO
San Diego State University
University of California San Diego
Recommendations: 1
Employee Benefits
401k
Process Improvement
Benefits Administration
Defined Benefit
Human Resources
Strategic Planning
Change Management
b****[email protected]
b****[email protected]
Richard Egan
CFO - Part-time
Greater San Diego Area
CFO - Part-time
Chief Financil Office
CFO
CFO
CFO
CFO
VP of Finance and Operations
CFO and VP
University of Cincinnati
Moeller HS
Chapman University
Recommendations: 1
Forecasting
Change Management
Financial Reporting
Strategic Planning
Start-ups
Team Building
Process Improvement
Financial Statements
Karen Jassoy
CFO
Greater San Diego Area
CFO
CFO
Director of Accounting
San Diego State University-California State University
University of California, San Diego
Recommendations: 1
q****[email protected]
John Gillon
CFO / President
Greater San Diego Area
CFO / President
Director of Marketing
Owner
VP Sales and Marketing
Onwer
Owner
Regional Director of Fitness
La Sierra University
Recommendations: 1
Event Management
Social Media
Corporate Events
Event Planning
Public Speaking
Weddings
Customer Service
Sales
Steve Hermes
Member Board of Trustees
Greater San Diego Area
Member Board of Trustees
Co Founder, Board Member, and CFO
Board Member & Treasurer
Adjunct Faculty
Adjunct Professor
Attest Services Director
Former Board Chair and Audit Committee Chair
Director of Attest Services Group
Audit Supervisor
Indiana University Bloomington
Illinois College
Recommendations: 1
Accounting
Non-profits
Nonprofits
Financial Reporting
Internal Controls
Marketing
Managerial Finance
Auditing
h****[email protected]
s*****@missionedgesd.org
Ryan Koerner
COO / CFO
Greater San Diego Area
COO / CFO
Sales / Graphic Design and Marketing
Graphic Design / Marketing
University of Houston
Recommendations: 1
Graphic Design
Web Design
Sales
Advertising
Marketing
Integrated Marketing
Social Media Marketing
Marketing Strategy
r*****@inflatablefusion.com
Paul Cleveland
EVP Corp Dev and CFO
Greater San Diego Area
EVP Corp Dev and CFO
Head of Mergers and Acquisitions, Managing Director
Chair Of The Board Of Directors
Executive Chairman of the Board
Interim President and CEO
Member of Board of Directors
Partner
Chair Of The Board Of Directors
Northwestern University School of Law
Washington University in St. Louis
Recommendations: 1
CFOs
M&A execution
Public Company Compliance
Board of Directors
Biotechnology
CEOs
Biopharmaceuticals
Venture Capital
Suzanne M. Giannella
Broker Associate | CA DRE #01770605
Greater San Diego Area
Broker Associate | CA DRE #01770605
Broker Officer | CA DRE #01896134 | CFO
Director of Marketing
Associate
Marketing Associate
Marketing Manager
San Diego State University-California State University
University of Ulm, Germany
Recommendations: 0
s****[email protected]
Matthew Jabro
Financial Controller
Greater San Diego Area
Financial Controller
Controller
CEO
President
Small Business Owner
CFO
Mt. Carmel high school
Recommendations: 0
Budgets
Financial Analysis
Microsoft Office
New Business Development
Management
Strategic Planning
Customer Service
Finance
m****[email protected]
Kevin Duffy
CFO
Greater San Diego Area
CFO
Summer Associate
President
EVP
Board Member
CEO
Variety of positions including SVP Corp Dev & Investor Relations, VP International, & VP Marketing
Director of Strategy & Planning
Board Member
Consultant
CEO and Board Member
Stanford University Graduate School of Business
Princeton University
Santa Margarita High School
Recommendations: 0
Oleg Sherif
CEO
Greater San Diego Area
CEO
CEO
CEO
CFO
CEO
CEO
CEO
CEO
1
Helix High School
Recommendations: 0
Entrepreneur
Start-ups
Cost Accounting
Cash Management
Management Consulting
Entrepreneurship
New Business Development
Strategic Planning
o****[email protected]
Ian Subel
Managing Director
Greater San Diego Area
Managing Director
CFO
Managing Director
Partner
University of the Witwatersrand
Recommendations: 0
Investments
Alternative Investments
Due Diligence
Management
Securities
Insurance
Investment Banking
Mergers & Acquisitions
i****[email protected]
i****[email protected]
Gilda Reeves (Addessi)
Co-Founder & CFO
Greater San Diego Area
Co-Founder & CFO
United States Naval Academy
University of San Diego
Recommendations: 0
Systems Analysis
DoD
Security Clearance
Military
Navy
Military Operations
Operational Planning
Program Management
g****[email protected]
Nicole Nicks
Senior Director of Finance
Greater San Diego Area
Senior Director of Finance
Controller
Finance/Accounting Consultant
Partner, CFO, Corporate Secretary
CFO
Controller
Audit Senior Accountant
San Diego State University- Honors Business Program
Recommendations: 0
Sarbanes-Oxley Act
Financial Reporting
Cash Management
Financial Analysis
Accounting
Great Plains Software
Mergers
Debt & Equity Capital Raising
n****[email protected]
n****[email protected]
Stephanie Sheveland
Vice President, Specialty Deposits
Greater San Diego Area
Vice President, Specialty Deposits
Business Development
CFO
Explorer Representative
Realtor
Academy of Art University
Crescent Valley High School
Recommendations: 0
Banking
Sales Management
Account Management
Customer Service
Marketing Strategy
Marketing Communications
Real Estate
Advertising
s****[email protected]
Michael Allman
Candidate for US Congress - California 52nd Congressional District
Greater San Diego Area
Candidate for US Congress - California 52nd Congressional District
Board Member
Chairman of the Board, former Interim CEO
President, COO, and CFO
The University of Chicago - Booth School of Business
Michigan State University
Recommendations: 0
Energy
Electricity
Natural Gas
Renewable Energy
Commodity Markets
Corporate Governance
Leadership
Strategic Planning
m****[email protected]
Ron DiNocco
CFO
Greater San Diego Area
CFO
CFO
CEO
CFO
Financial Analyst
Controller
International Accountant
Babson College
Monash University
Recommendations: 0
Angel Investing
Integration
Restructuring
Investor Relations
Business Development
Cloud Computing
Start-ups
Entrepreneurship
w****[email protected]
r****[email protected]
Chet Uma
Chief Executive Officer
Greater San Diego Area
Chief Executive Officer
California Market CFO
Chief Financial Officer
Chief Financial Officer
Adjunct Professor
Senior VP & Chief Financial Officer
Golden Gate University
California State University, Stanislaus
Recommendations: 0
Managed Care
Strategic Planning
Healthcare
Process Improvement
Medicare
Healthcare Information Technology
Medicaid
Leadership
u*****@iehp.org
Joan Coppenrath
CFO
Greater San Diego Area
CFO
CFO
SVP Mortgage Loan Servicing
Controller
Snr Manager
San Diego State University-California State University
Recommendations: 0
j****[email protected]
Craig Spitz
CFO
Greater San Diego Area
CFO
CFO
CFO
CFO
CFO
CFO
University of Illinois at Urbana-Champaign - College of Business
Recommendations: 0
Accounting
Forecasting
Budgets
Due Diligence
Cash Management
Risk Management
Strategic Planning
Managerial Finance
c****[email protected]
Angela Egner
Managing Principal
Greater San Diego Area
Managing Principal
Consultant
Consultant
Director of Finance, CFO
Oregon State University
Recommendations: 0
Manufacturing
Accounting
Strategic Planning
Financial Analysis
Financial Reporting
Mergers
Due Diligence
Budgeting
a****[email protected]
Martha J. Demski
SVP/CFO
Greater San Diego Area
SVP/CFO
Independent Director-Audit Committee Chair
Independent Director-Audit Committee Chair
Independent Director-Audit Committee Chair
SVP & CFO
Interim COO/CFO (Former Board Member/Audit Chair)
SVP-Private Wealth Management
CFO
University of Chicago Booth Graduate School of Business
Recommendations: 0
Biotechnology
IPO
Finance
Board of Directors
Mergers & Acquisitions
Strategic Planning
Audit Committee
Non-profits
m****[email protected]
Cuper Opina
Division Director - Permanent Placement
Greater San Diego Area
Division Director - Permanent Placement
Executive Management - Business & Market Development
CEO
Vice President of Operations / Business & Market Development - Latin America
CFO / Controller
Corporate Controller
Vice President of Finance
National University
National University
Recommendations: 0
Strategic Planning
Leadership
Metrics
Corporate Governance
Mergers
Restructuring
Start-ups
Business Strategy
c*****@roadrunner.com
c****[email protected]
Bryan Miller
CFO / COO
Greater San Diego Area
CFO / COO
Director Portfolio Marketing Europe - Patient Interfaces (Munich, Germany)
Financial Controller (Director)
Head of Finance, Global Respiratory Care Business
Chief Financial Officer, Inova Labs, a ResMed Company
Sr. Director Global Product Marketing (Sydney, AU)
Sr. Director Product Management & Business Integration (M&A)
University of Southern California - Marshall School of Business
Certified Public Accountant
Recommendations: 0
Product Launch
Healthcare
Strategic Planning
Medical Devices
New Business Development
Managerial Finance
Financial Analysis
Process Improvement
b****[email protected]
Al Aguirre
Chairman of the Board
Greater San Diego Area
Chairman of the Board
Chairman of Board of Directors
Director
Director
CEO/CFO
Managing Director and Portfolio Company CFO
Investment Banker
Associate
American University Washington College of Law
University of Miami
Recommendations: 0
Strategy
Finance
Management
Auditing
B2B
Mergers & Acquisitions
Private Equity
Business Strategy
a****[email protected]
Paul Sullivan
Retired EVP & CFO
Greater San Diego Area
Retired EVP & CFO
EVP & CFO/Operations
CFO
Washburn University
Recommendations: 0
p****[email protected]
