Teaches in: Business
About Me
I've spent over 20 years in finance, starting as a junior analyst and working my way up to CFO roles in mid-sized companies. My passion lies in helping businesses grow by balancing solid financial stewardship with strategic thinking. I've seen firsthand how the CFO role has shifted from just managing numbers to becoming a key driver of business expansion, and that's what I love teaching. In my courses, I draw from real cases I've handled, like restructuring budgets to fund new initiatives or navigating complex mergers. Students get practical tools and frameworks they can apply immediately, moving from compliance-focused mindsets to becoming growth architects in their organizations.
Featured Courses
Expertise
Experience
Vertex Capital Partners
Chief Financial OfficerNexus Holdings
VP of FinancePinnacle Financial Services
Senior Financial AnalystCrestview Advisors
Finance ManagerAchievements
- Earned Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA) designations
- Published three articles in The Journal of Corporate Finance on scaling financial operations for growth
- Delivered keynote speech at the Annual CFO Leadership Summit on risk mitigation in volatile markets
- Led a $500 million M&A integration project at Vertex Capital, improving post-merger efficiency by 30%
- Developed a financial forecasting model used by over 50 client companies to enhance decision-making
- Mentored 12 finance professionals who advanced to C-suite positions within five years
Teaching Impact
- 3 Courses
- 4.75 Average Rating
