Top Chief Financial Officers in Greater San Diego Area

Paul Thomas

Senior Energy Programs Advisor

Greater San Diego Area

Senior Energy Programs Advisor

Vice President & Chief Financial Officer

Director, Energy Efficiency

Director of Energy Efficiency Programs

Manager of Projects/Product

Director

California State Polytechnic University-Pomona

DeVry University-California

Recommendations: 23

Energy Efficiency

Program Development

Account Management

Sustainability

Water

Non-profits

Energy

Program Management

p*****@waterenergyinnovations.com

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

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

Tyler Jensen

Founder & CEO

Greater San Diego Area

Founder & CEO

Part Time Chief Financial Officer

Business Advisor (Formerly Entrepreneur in Residence Program)

University of Virginia

Norfolk Academy

Recommendations: 12

Business Planning

Start-ups

Snowboarding

Business Systems

Market Planning

Fundraising

Non-profits

Yoga

t*****@gogreenyogamats.com

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

Steven Hong

CFO/Controller

Greater San Diego Area

CFO/Controller

Managing Partner

CFO/Controller

Advisory Board Member

Chief Financial Officer

Vice President - Office of the President

Portfolio Manager

Assistant Vice President

Sr. Portfolio Manager

Search Engine Optimizer

University of Southern California - Marshall School of Business

University of California, Riverside

Recommendations: 8

Financial Modeling

Due Diligence

Strategic Financial Planning

Financial Analysis

Business Strategy

Portfolio Management

Strategic Planning

Forecasting

James Wheeler

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Chief Operating Officer

Director of Operations - Interim

Director of Operations and Finance

Founder/Analyst

Submarine Service

University of California, San Diego - The Rady School of Management

University of California, San Diego

Recommendations: 8

Strategy

Start-ups

Team Building

Change Management

P&L Management

Leadership

Management

Cross-functional Team...

James Masias, MBA, MPA

Managing Director

Greater San Diego Area

Managing Director

Finance & Administrative Services Manager (Executive Management)

Chief Financial Officer

Chief Financial Officer/Director

Chief Financial Officer

Deputy Chief Administrative Officer at San Diego Unified

Director of Finance at Denver Public Schools

Director of Finance - Qwest InformationTechnologies

Regis University

University of Colorado Denver

Regis University

Recommendations: 8

Financial Planning & Analysis

Strategic & Business Planning

Financial & Operational Reporting

Complex Financial Modeling

Multi-million Dollar Budgets

Negotiation & Collaboration

Computer Systems Integration

Program & Project Management

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

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

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

Steve Loomis

Chief Financial and Operating Officer

Greater San Diego Area

Chief Financial and Operating Officer

Founder

SVP Chief Financial Officer

Chief Financial and Operating Officer

Director Financial Reporting

Chief Financial Officer

Senior Supervising Auditor

California State University-Northridge

Buena High School

Recommendations: 7

Mergers

Inventory Management

Executive Management

Start-ups

Strategic Planning

Manufacturing

Financial Reporting

Process Improvement

Nathan P. Weber, CPA, CGMA

Nancy Rosenfeld Daly

Organization Strategy & Leadership Dev

Greater San Diego Area

Organization Strategy & Leadership Dev

Guest Lecturer in Ph.D. Leadership and UCSD-MBA Connections

President

Speaker/Presenter

Chief Financial Officer

Vice President

Captain Shreve

Florida Atlantic University

University of Florida - Warrington College Of Business

Recommendations: 7

Leadership Development

Strategy

Strategic Planning

Analysis

Focus Groups

Organizational Development

Policy

Business Planning

n*****@nancyrdaly.com

Founder & President

Greater San Diego Area

Founder & President

Chief Financial Officer (CFO) | Consultant

Board Member | Treasurer | Finance Committee Chair

Board Member | Audit Committee Chair | Finance Committee

Board Member | Treasurer | Chief Financial Officer (CFO)

Board Advisor | Chief Financial Officer (CFO)

Vice President, Finance

Chief Financial Officer (CFO)

Senior Manager / Valuation Consultant

Board Member | Treasurer

Senior Director of Finance

Financial Statement Auditor

Work Center Supervisor

California State University-San Marcos - College of Business Administration

Recommendations: 6

Cash Flow

Organizational...

Mergers

Finance

Corporate Finance

Financial Reporting

Managerial Finance

Consolidation

n****[email protected]

Chris Joslyn

Owner

Greater San Diego Area

Owner

Chief Financial Officer

Regional Vice President

President Hub Pacific Northwest

Arizona State University

Western Michigan University

Three Rivers High

Recommendations: 6

Business Planning

Network Building

Transportation

Supply Chain Management

Supply Chain

Truckload

c*****@joslynenterprises.com

Timothy MAFM

Vice President Finance

Greater San Diego Area

Vice President Finance

Director of Finance

Chief Financial Officer

Interim CFO and Executive Vice President of Finance

Recommendations: 5

Golf

Basketball

Softball

Public Speaking

Financial Analysis

Microsoft Dynamics ERP

Great Plains Software

Cost Accounting

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

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

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

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

Eric Loumeau

Chief Operating Officer and General Counsel

Greater San Diego Area

Chief Operating Officer and General Counsel

Chief Financial Officer

General Counsel and Chief Compliance Officer

VP Legal Affairs

Interim Chief Financial Officer and General Counsel

Vice President, General Counsel

Partner

Associate

Partner

General Counsel

University of California, Berkeley - School of Law

Brigham Young University

Recommendations: 5

Mergers

Securities Regulation

Corporate Governance

Licensing

Venture Capital

Due Diligence

Intellectual Property

Corporate Law

e****[email protected]

John Low

Chief Financial Officer ACHIEVEMENTS PART 2

Greater San Diego Area

Chief Financial Officer ACHIEVEMENTS PART 2

Chief Financial Officer ACHIEVEMENTS PART 4

Chief Financial Officer (CFO)

Chief Financial Officer ACHIEVEMENTS PART 3

Chief Financial Officer

VP Finance/Controller

Manager

Chief Financial Officer

University of California, Los Angeles

Recommendations: 5

Mergers

Forecasting

Mergers & Acquisitions

Strategy

Management

Finance

Start-ups

Business Strategy

Tim Laughlin

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Acting Treasurer

Assistant Treasurer

Director, Joint Ventures and Business Development

Manager, Settlement Products

Manager, Corporate Finance

Vice President, Finance and Director

Audit Senior

Wake Forest University

Recommendations: 5

Forecasting

Telecommunications

Cross-functional Team Leadership

Financial Modeling

Mergers

Business Operations

Joint Ventures

Strategic Partnerships

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

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

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

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

Milton G.

Chief Financial Officer (CFO)

Greater San Diego Area

Chief Financial Officer (CFO)

Company Name BIOVIA

Controller, Life Science & Drug Discovery

Senior analyst

Business Development Consultant

Questrom School of Business, Boston University

University of Michigan

Recommendations: 4

Markus CFM

Consultant

Greater San Diego Area

Consultant

Chief Financial Officer

Loan Officer

Corporate Controller

Consultant

Consultant/Sr. Finance Manager

Consultant

Controller

Vice President, Corporate Controller

Keyword Search

Coleman College

Bank Academy, Munich, Germany

Recommendations: 4

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

Christian Henry

Board Member

Greater San Diego Area

Board Member

Executive Vice President, Chief Commercial Officer

Corporate Controller

Vice President Finance, Corporate Controller

Chairman Of The Board

Senior Vice President, Chief Commercial Officer

Chief Executive Officer

Board Member

Sr. Vice President, Chief Financial Officer & General Manager Life Sciences

Lifeguard

Chairman of the Board

Chief Financial Officer

UC Irvine

University of California, Irvine - The Paul Merage School of Business

UC San Diego

Recommendations: 3

Mergers

Biotechnology

Lifesciences

Start-ups

Financial Modeling

Financial Analysis

Forecasting

Strategic Planning

David Tearle

Vice President Finance, CFO - Europe

Greater San Diego Area

Vice President Finance, CFO - Europe

Senior Vice President and Chief Financial Officer

Vice President and Chief Financial Officer

Gemological Institute of America

University of Birmingham

Institute of Chartered Accountants in England and Wales

Recommendations: 3

Due Diligence

Business Development

Executive Management

Project Planning

Accounting

Sarbanes-Oxley Act

Financial Reporting

Auditing

Jaye Connolly-LaBelle

Chairman and Chief Executive Officer

Greater San Diego Area

Chairman and Chief Executive Officer

Chief Financial Officer & Chief Operating Officer

CEO

CEO and President

VP Mergers & Acquisitions

Texas Tech University

Recommendations: 3

Mergers

Start-ups

Venture Capital

Strategic Planning

Business Development

Business Strategy

Due Diligence

Forecasting

Mike Luther

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Sr. Director, Finance & Strategic Investments

Director Project Finance

Director, Customer Finance

University of San Diego School of Business

Towson University

Recommendations: 3

Corporate Development

Start-ups

Venture Capital

Mergers & Acquisitions

Financial Modeling

Strategic Partnerships

Mergers

Forecasting

Gene Lynes

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

EVP/Chief Financial Officer

Chief Accounting Officer

CFO/COO

University of Pennsylvania - The Wharton School

San Diego State University-California State University

Recommendations: 3

Mergers

Capital Raising

Acquisition Integration

Strategic Planning

Executive Management

Financial Reporting

Accounting

Budgets

Robert Walsh, Jr. CPA

Director of Finance and Controller

Greater San Diego Area

Director of Finance and Controller

Accounting and Finance Operations professional

Director of Finance and Controller

Senior Consultant

Chief Financial Officer

Director of Financial Operations and Controller

Chief Financial Officer

Assistant VP / Director of Financial Operations

Controller (hospital CFO)

San Diego State University-California State University

Recommendations: 3

Financial Reporting

Accounting

Sarbanes-Oxley Act

Financial Analysis

Auditing

Process Improvement

US GAAP

GAAP

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]

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

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

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

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

Alicyn Taylor

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Vice President - Finance, West Region

MBA

BS ACCOUNTING

CA Board of Accountancy

Recommendations: 2

Financial Analysis

Leadership

Forecasting

Financial Reporting

Cost Accounting

Team Building

JD Edwards

General Ledger

a****[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

Anthony Turnbull

Accounting Consultant

Greater San Diego Area

Accounting Consultant

CFO

President/CEO

Chief Financial Officer

CHIEF FINANCIAL OFFICER 2007

CFO

Director

CFO

CHIEF FINANCIAL OFFICER

Chief Financial Officer

CFO

President Booster Club

VICE PRESIDENT FINANCE

Consultant

CFO

Accountant

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

Taunya Conte

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Controller

Accounting Manager

Audit Supervisor

Staff Accountant

California State University-Fresno

Recommendations: 2

Process Improvement

Training

Microsoft Excel

Microsoft Office

Project Management

Accounting

Finance

Product Management

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

Dave Ryan

Chief Financial Officer: Senior Operations LLC., CA: Feb 2003 – present

Greater San Diego Area

Chief Financial Officer: Senior Operations LLC., CA: Feb 2003 – present

Chartered Institute of Management Accountants

Cardinal Langley

Recommendations: 2

Cost Accounting

Financial Management

Financial Reporting

Forecasting

Accounting

Mergers

Managerial Finance

Financial Audits

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

Consulting Chief Financial Officer

Consultant/Interim/Fractional CFO

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

J Dressel

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Chief Operating Officer

Financial Controller

Regional Director of Finance

Assistant Controller

James Madison University - College of Business

Recommendations: 2

Forecasting

Finance

Management

Budgets

Risk Management

Operations Management

Leadership

Start-ups

Rhett MBA

Chief Operating Officer & Chief Financial Officer

Greater San Diego Area

Chief Operating Officer & Chief Financial Officer

Vice President - Finance & Operations

Senior Financial Analyst

Senior Associate

San Diego State University

William & Mary

Collegiate School

Recommendations: 2

Mergers

Forecasting

Financial Reporting

Financial Analysis

Corporate Finance

Financial Accounting

Mergers & Acquisitions

Customer Service

Molly Bonfiglio, MSL

Editor

Greater San Diego Area

Editor

Chief Financial Officer

Career Services Counselor

Career Services Advisor

Student Employment Advisor

Project/Faculty Assistant

Academic Advisor

Administrative Assistant II

Higher Learning Commission Co-Chair

Assistant Director of Admissions

South University

Gordon College

Point Loma Nazarene University

Schutz American School

Recommendations: 2

Curriculum Development

Admissions

Student Affairs

Teaching

Career Counseling

Curriculum Design

Public Speaking

Academic Administration

Mike Skelly

Senior

Greater San Diego Area

Senior

Chief Financial Officer

Senior Associate

Chief Financial Officer

SVP Finance

University of Iowa

Recommendations: 1

IPO

Venture Capital

Debt & Equity Financing

Investor Relations

Corporate FP&A

Wall Street

Board Relations

Audit Committee

Ridwan Sasmita

President

Greater San Diego Area

President

Chief Financial Officer

Corporate Controller

Vice President of Finance and Administration / Director of Operations

Director of Business Development

Management Information Systems (MIS) / Corporate Development Manager

Accountant

University of Utah - David Eccles School of Business

Iowa State University

Recommendations: 1

Financial Analysis

Accounting

Strategic Planning

Budgets

Payroll

Process Improvement

Team Building

Executive Management

Tom Chubb

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Controller - Project Development, Financial Planning & Analysis

Vice President, Project Finance

Regional Controller

University of San Diego

Recommendations: 1

Real Estate Economics

Finance

Disposition

Leadership

Real Estate Development

Real Estate

Due Diligence

Financial Analysis

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

Pete MacDonald

Controller - Americas

Greater San Diego Area

Controller - Americas

Chief Financial Officer

Vice President - Controller

Vice President

U.S. Controller

Rider University

The College of New Jersey

Recommendations: 1

Accounting

SEC filings

Forecasting

Revenue Recognition

Great Plains Software

Budgets

Internal Controls

General Ledger

p****[email protected]

Brian Markworth

Director

Greater San Diego Area

Director

Associate

Vice President of Finance

Associate

Chief Financial Officer

SVP Finance and Treasurer

University of Virginia

Sahuaro High School

Recommendations: 1

Private Equity

Valuation

Financial Modeling

Investment Banking

Capital Markets

Due Diligence

Equities

Financial Services

Steve Alexander

Chief Financial Officer (CFO)

Greater San Diego Area

Chief Financial Officer (CFO)

Vice President

President & COO

Chief Executive Officer (CEO)

Chief Financial Officer (CFO)

President

Senior Vice President, Division Manager

Chief Operating Officer (COO) & Chief Financial Officer (CFO)

Director, Energy Investments

Director, Business Systems

Chief Financial Officer (CFO)

Outside Director

Northwestern University - Kellogg School of Management

United States Naval Academy

Recommendations: 1

Cost

Executive Management

Deal Structuring

Fundraising

Product Development

Negotiation

Business Strategy

Strategic Planning

Patrick Gray

Chief Executive Officer

Greater San Diego Area

Chief Executive Officer

Chief Financial Officer

SVP, Controller

VP, Finance

Accounting Manager

Pepperdine University

California State University-Northridge

Recommendations: 1

Finance

Start-ups

Mergers & Acquisitions

Strategy

Executive Management

Forecasting

Business Strategy

Business Development

p*****@axesstel.com

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

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

Barbara Wight

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Chief Operating Officer and Chief Financial Officer

General Manager

Supervisor

Manager/Accountant

California Agricultural Leadership Program

San Diego State University

San Diego State University-California State University

Recommendations: 1

CPA

Public Speaking

Strategic Planning

Forecasting

Budgets

International Business...

International Finance

Financial Mgmt

James (Jim) Bilotta

President, Broker

Greater San Diego Area

President, Broker

Project Management - Conversions, Consolidations and Transitions

EVP, Chief Financial Officer

Merger Project Manager

SVP, Chief Financial Officer

University of Pennsylvania - The Wharton School

Point Park University

Recommendations: 1

Short Sales

Investment Properties

Real Estate

Mortgage Lending

REO

Loan Origination

Sellers

Loans

John Lomoro

Senior Vice President Finance, North America

Greater San Diego Area

Senior Vice President Finance, North America

Chief Financial Officer & Secretary

Director of North America Accounting

Manager of Financial Reporting

Accounting Manager

Audit Manager

St. Cloud State University

Recommendations: 1

Accounting

Mergers & Acquisitions

Financial Reporting

Finance

Due Diligence

Sarbanes-Oxley Act

Forecasting

SEC filings

Jim Burgess

EVP / Chief Financial Officer

Greater San Diego Area

EVP / Chief Financial Officer

Chief Financial Officer

Chief Financial Officer and Treasury Manager

Audit Manager

California State University, Chico

Recommendations: 1

Kevin Royal

Senior Vice President, Chief Financial Officer, Treasurer and Secretary

Greater San Diego Area

Senior Vice President, Chief Financial Officer, Treasurer and Secretary

Senior Vice President and Chief Financial Officer

Chief Financial Officer

Vice President and Corporate Controller

Director of Finance

Senior Manager

Harding University

Recommendations: 1

Sarbanes-Oxley Act

Revenue Recognition

Sarbanes-Oxley

SEC filings

Finance

Financial Analysis

Cross-functional Team Leadership

Financial Reporting

David Morris

Executive Vice President & Chief Financial Officer

Greater San Diego Area

Executive Vice President & Chief Financial Officer

Partner

President / Chief Financial Officer and Chief Operating Officer

Executive Vice President Chief Finanical Officer and Chief Operating Officer

Vice President and Controller

Executive Vice President / Chief Financial Officer

University of Southern California - Marshall School of Business

University of Maryland

High Point High School

Recommendations: 1

Banking

Treasury Management

Investment Banking

Financial Analysis

Strategic Planning

David Smiljkovich

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Trustee

Member Board of Directors

Chief Financial Officer

Accountant

Commissions Specialist

Bookkeeper

National University

Humboldt State University

Recommendations: 1

Accounting

General Ledger

Microsoft Excel

Management

Budget

Great Plains Software

Finance

Lines Of Credit

Richard Slansky

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Financial, Operational & Corporate Consultant

Chief Financial Officer

Financial and Business Consultant

Chief Financial Officer & Financial Consultant

University of Arizona

University of Pennsylvania - The Wharton School

Recommendations: 1

Finance

Mergers & Acquisitions

Forecasting

Executive Management

Leadership

Financial Analysis

SEC filings

Financial Modeling

Ben Keesey

Member of the Board of Directors

Greater San Diego Area

Member of the Board of Directors

Leadership Consultant

Board Chair

CEO

Chief Financial Officer

Summer Associate

Intern

University of California, Los Angeles

Recommendations: 0

Fundraising

Entrepreneurship

Social Media

Public Speaking

Nonprofits

Non-profits

International Development

Volunteer Management

b*****@invisiblechildren.com

Dan Halvorson

Executive Vice President & Chief Financial Officer

Greater San Diego Area

Executive Vice President & Chief Financial Officer

Executive Vice President and Chief Financial Officer

Chief Financial Officer

Executive Vice President and Chief Financial Officer

San Diego State University-California State University

Recommendations: 0

Corporate Governance

Mobile Devices

Mergers & Acquisitions

Mergers

Program Management

Start-ups

SEC filings

Strategic Planning

Todd Lane

President/CEO

Greater San Diego Area

President/CEO

Chief Financial Officer

Executive Vice President, Chief Financial Officer

Pepperdine University

San Diego State University

Recommendations: 0

Accounting

Analysis

Asset Managment

Banking

Budgets

Cash Management

Change Management

Commercial Lending

Lindsay Wikholm

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Marketing Assistant, Writer

CASA, Volunteer

Bookkeeper, Quickbooks Expert

Project Coordinator, Independent Contractor

Intern

Office Manager, In-House Accountant

Office Manager. In-House Accountant

Expeditor

University of Massachusetts, Amherst

Cuyamaca College

Grossmont College

San Diego State University-California State University

Recommendations: 0

Internal Communications

Accounting

Account Management

Writing

Customer Relations

Customer Acquisition

Administration

Database Administration

Byoung Lee

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Chief Operating Officer/Chief Financial Officer

Chief Financial Officer

Corporate Controller

University of Redlands--MBA

San Diego State University--BS (Finance)

Recommendations: 0

Cross-functional Team...

Mergers & Acquisitions

Strategy

Leadership

Project Management

Process Improvement

Mergers

Management

Chet Uma

Chief Executive Officer

Greater San Diego Area

Chief Executive Officer

California Market CFO

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

Jeffrey Jones

V.P. Finance and Chief Financial Officer

Greater San Diego Area

V.P. Finance and Chief Financial Officer

V.P. Finance & Controller

V.P. General Manager

Controller

Internal Audit Manager

Audit Manager

University of Redlands

Recommendations: 0

Process Improvement

Financial Reporting

Mergers & Acquisitions

Executive Management

Auditing

Internal Audit

Sarbanes-Oxley Act

Financial Modeling

Tannaz Mohseni

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

National University

Recommendations: 0

Microsoft Office

Microsoft Excel

Microsoft Word

Forecasting

Financial Reporting

Accounting

Financial Accounting

Financial Analysis

Kevin Forrest

Chief Operating Officer

Greater San Diego Area

Chief Operating Officer

Chief Financial Officer

Principal

President & CEO

Chief Strategy Officer

Recommendations: 0

Biotechnology

k*****@5amventures.com

Jeff Davison

Taking time off

Greater San Diego Area

Taking time off

Chief Financial Officer

SVP Sales Success

VP Finance and Operations

VP Sales Operations

Sr Financial Auditor

VP Finance and Controller

Supervisor

Chief Financial Officer

VP Finance and Controller

Supervisor

Montana State University-Bozeman

Fort Benton High School

Recommendations: 0

SaaS

Enterprise Software

Cloud Computing

Start-ups

Professional Services

Solution Selling

CRM

Strategic Partnerships

Andrew Jackson

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Interim Chief Executive Officer (Aug 2019 - Mar 2020)

Chief Financial Officer

Sr Director, Corporate Controller

Corporate Controller

Assistant Corporate Controller

Corporate Controller

Product Line Controller / Sr Financial Analyst

Senior Cost Accountant

San Diego State University

University of Minnesota-Twin Cities

Recommendations: 0

a****[email protected]

Michael Allan

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Vice President, Finance - Worldwide Power Tools and Accessories

Director - Investor Relations

Vice President, Global Supply Chain, WorldWide Power Tools & Accessories

Vice President - Investor Relations

Chief Financial Officer, Construction & DIY - Europe, Middle East and Africa

Manager, Treasury Planning & Analysis

Vice President, Finance - EMEA Power Tools and Accessories

Writer

Business/Financial Analyst

Vice President, Six Sigma, e-Commerce & Indirect Sourcing - WWPTA

Northwestern University - Kellogg School of Management

Ripon College

Recommendations: 0

Consumer Products

Forecasting

Cross-functional Team Leadership

Acquisition Integration

Financial Analysis

Strategic Planning

Process Improvement

Mergers

Sam Samad

Financial Analyst

Greater San Diego Area

Financial Analyst

Associate Vice President

Sales Manager

Chief Financial Officer

McMaster University

Recommendations: 0

Finance

Risk Management

Leadership

Financial Analysis

Financial Modeling

Forecasting

Process Improvement

Cross-functional Team Leadership

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

Daniel Carter

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

SVP - Finance & Accounting

Senior

University of Oklahoma

University of California, Los Angeles

Recommendations: 0

Mergers

Financial Modeling

Investor Relations

Financial Reporting

Sarbanes-Oxley Act

Strategic Financial Planning

IPO

SEC filings

Kristin Walker Warner

Director of Finance

Greater San Diego Area

Director of Finance

Chief Financial Officer

Director of Financial Mgmt & Analysis

Billing Manager

Accounts Receivable Manager

Corporate Finance Manager

Senior Accountant

Client Accountant

Property Accountant

Cornell University

DePaul University

Salisbury High School

Recommendations: 0

Budgets

Financial Reporting

Financial Analysis

Accounting

Forecasting

Finance

Accounts Receivable

Managerial Finance

Blake Clark

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Corporate Controller

Claremont McKenna College

Recommendations: 0

Marri Shabilla

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Property Accountant

Staff Accountant

San Diego State University-California State University

Recommendations: 0

General Ledger

Banking

Accounts Receivable

Account Reconciliation

Hotels

Financial Reporting

Accounting

QuickBooks

Craig Logan

VP Finance & Chief Financial Officer

Greater San Diego Area

VP Finance & Chief Financial Officer

San Diego State University-California State University

Millikin University

Recommendations: 0

Financial Reporting

Financial Analysis

Consolidation

Accounts Payable

Audit

Hyperion Enterprise

ERP

Accounting

Olivier Canler

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

VP Finance

Controller

Senior Cost Accountant

San Diego State University-California State University

ESCAE - Montpellier Business School (France)

San Diego State University-California State University

Recommendations: 0

o****[email protected]

Laura Marion

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Director of Finance

University of Michigan

Recommendations: 0

Financial Analysis

SEC reporting

Mergers

IPO

Due Diligence

Venture Capital

Start-ups

Private Equity

Joseph Dowling

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Director

Managing Director

Chief Financial Officer

Managing Director

Chief Executive Officer

Supervisor

Chief Financial Officer

Vice President

University of California, Los Angeles

Recommendations: 0

Operations Finance

P&L Ownership

SEC Financial Reporting

Financial Planning & Analysis

Treasury Management

Capital Raising

Mergers & Acquisitions

Growth & Strategy

Jim Hinrichs

Member Board of Directors

Greater San Diego Area

Member Board of Directors

Member Board of Directors and Audit Committee Chair

Chief Financial Officer

Executive Vice President and CFO

Company Name CareFusion

Carnegie Mellon University - Tepper School of Business

Carnegie Mellon University

Recommendations: 0

Ron Cenko

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Chief Financial Officer (PRN Division) / Upstream CFO

University of Michigan - Stephen M. Ross School of Business

Recommendations: 0

Ronnie Zivanic

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

EVP & Chief Financial Officer

Vice President / Controller

National University

Recommendations: 0

Joseph Quinn

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

EVP and Chief Financial Officer

Vice President Financial Planning and Analysis

University of California, San Diego

San Diego State University-California State University

College du Leman, Geneva, Switzerland

Recommendations: 0

Deltek

Costpoint

Financial Analysis

Executive Management

Process Improvement

DoD

Revenue Recognition

Variance Analysis

Liam Kelly

SVP & CFO

Greater San Diego Area

SVP & CFO

CFO

VP Finance

Vice President & Chief Financial Officer

CFO Norgren Americas

Recommendations: 0

Laurie Stelzer

Board Member

Greater San Diego Area

Board Member

Chief Financial Officer

Senior Vice President Finance - R&D, Technical Operations and Business Development

Group Vice President of Global Investor Relations

VP, Finance - Regenerative Medicine

University of California, Los Angeles - The Anderson School of Management

Arizona State University

Claremont McKenna College

Recommendations: 0

Financial Planning

Financial Analysis

Accounting

Forecasting

GAAP

SOX

Acquisition Integration

Financial Management

Kent McBeth

Partner

Greater San Diego Area

Partner

Co Founder

Chief Financial Officer

Vice President

Brigham Young University

Recommendations: 0

Banking

Strategic Planning

Cost Control

Mergers & Acquisitions

Surety Bonds

Executive Management

Start-ups

Finance

Kelli Richard

Chief Financial Officer

Greater San Diego Area

Chief Financial Officer

Finance

University of Iowa

Recommendations: 0

Managerial Finance

Accounting

Sarbanes-Oxley Act

Revenue Recognition

Financial Reporting

Mergers & Acquisitions

Cost Accounting

Acquisition Integration